Purchases and Sales Made in Q3 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 2023. The information is specifically focused on institutions that hold shares of BRISTOL MYERS SQUIBB CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-39- 2.37% |
$2.26K - $2.52K
|
1.61K
$92.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-40- 0.84% |
$2.32K - $2.59K
|
4.73K
$273K
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-40- 7.78% |
$2.32K - $2.59K
|
474
$27.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-40- 0.67% |
$2.32K - $2.59K
|
5.9K
$340K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-44- 7.8% |
$2.55K - $2.85K
|
520
$30K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-44- 0.23% |
$2.55K - $2.85K
|
18.8K
$1.08M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-46- 0.15% |
$2.66K - $2.98K
|
31.6K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-47- 0.12% |
$2.72K - $3.04K
|
38.3K
$2.21M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-47- 54.02% |
$2.72K - $3.04K
|
40
$2.31K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-48- 0.02% |
$2.78K - $3.11K
|
215K
$12.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-48- 1.92% |
$2.78K - $3.11K
|
2.45K
$141K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-50- 0.85% |
$2.89K - $3.24K
|
5.85K
$337K
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-50- 0.94% |
$2.89K - $3.24K
|
5.29K
$305K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-50- 0.17% |
$2.89K - $3.24K
|
28.8K
$1.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-52- 1.19% |
$3.01K - $3.37K
|
4.32K
$249K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-53- 1.49% |
$3.07K - $3.43K
|
3.5K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-55- 0.08% |
$3.18K - $3.56K
|
69.2K
$3.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-55- 0.57% |
$3.18K - $3.56K
|
9.53K
$549K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-56- 0.19% |
$3.24K - $3.62K
|
29.2K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-56- 1.31% |
$3.24K - $3.62K
|
4.23K
$244K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-57- 0.31% |
$3.3K - $3.69K
|
18.4K
$1.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-57- 5.93% |
$3.3K - $3.69K
|
904
$52.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-57- 1.41% |
$3.3K - $3.69K
|
4K
$231K
|
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-58- 0.19% |
$3.36K - $3.75K
|
30.2K
$1.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-58- 0.25% |
$3.36K - $3.75K
|
22.8K
$1.31M
|
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-59- 1.57% |
$3.42K - $3.82K
|
3.69K
$213K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-60- 2.83% |
$3.47K - $3.88K
|
2.06K
$119K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-60- 1.12% |
$3.47K - $3.88K
|
5.29K
$305K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-61- 0.81% |
$3.53K - $3.95K
|
7.49K
$432K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-62- 2.41% |
$3.59K - $4.01K
|
2.51K
$144K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-65- 1.59% |
$3.76K - $4.21K
|
4.02K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-66- 1.03% |
$3.82K - $4.27K
|
6.32K
$364K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-67- 1.33% |
$3.88K - $4.34K
|
4.99K
$287K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-68- 0.57% |
$3.94K - $4.4K
|
11.9K
$688K
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-68- 1.77% |
$3.94K - $4.4K
|
3.78K
$218K
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-68- 1.11% |
$3.94K - $4.4K
|
6.04K
$348K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-68- 0.07% |
$3.94K - $4.4K
|
94.8K
$5.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-70- 0.31% |
$4.05K - $4.53K
|
22.4K
$1.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-70- 0.38% |
$4.05K - $4.53K
|
18.3K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-70- 1.76% |
$4.05K - $4.53K
|
3.91K
$225K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-71- 0.05% |
$4.11K - $4.6K
|
142K
$8.2M
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
SELL
|
- |
-73- 1.73% |
$4.23K - $4.73K
|
4.14K
$238K
|
|
|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-74- 0.23% |
$4.28K - $4.79K
|
32.5K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-75- 1.98% |
$4.34K - $4.85K
|
3.72K
$214K
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-77- 0.64% |
$4.46K - $4.98K
|
12K
$691K
|
|
|
Nov 09, 2023
Q3 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-78- 0.77% |
$4.52K - $5.05K
|
10K
$578K
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-81- 2.11% |
$4.69K - $5.24K
|
3.76K
$217K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-82- 2.05% |
$4.75K - $5.31K
|
3.91K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-85- 0.56% |
$4.92K - $5.5K
|
15.2K
$878K
|
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
SELL
|
- |
-85- 1.34% |
$4.92K - $5.5K
|
6.25K
$360K
|