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 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-125- 2.44% |
$7.24K - $8.09K
|
5K
$288K
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-127- 1.13% |
$7.35K - $8.22K
|
11.1K
$641K
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-129- 0.6% |
$7.47K - $8.35K
|
21.4K
$1.23M
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-130- 0.93% |
$7.53K - $8.41K
|
13.8K
$795K
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-131- 3.05% |
$7.58K - $8.48K
|
4.17K
$240K
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-131- 0.32% |
$7.58K - $8.48K
|
41.2K
$2.37M
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-135- 0.88% |
$7.82K - $8.74K
|
15.3K
$880K
|
|
Nov 14, 2023
Q3 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-135- 0.7% |
$7.82K - $8.74K
|
19.1K
$1.1M
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-139- 1.75% |
$8.05K - $9K
|
7.79K
$449K
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-139- 3.48% |
$8.05K - $9K
|
3.86K
$222K
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-140- 1.15% |
$8.1K - $9.06K
|
12K
$691K
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-140- 2.14% |
$8.1K - $9.06K
|
6.4K
$369K
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-141- 0.99% |
$8.16K - $9.13K
|
14K
$810K
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-141- 0.43% |
$8.16K - $9.13K
|
32.7K
$1.88M
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-142- 0.97% |
$8.22K - $9.19K
|
14.5K
$837K
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-144- 2.64% |
$8.34K - $9.32K
|
5.3K
$306K
|
|
Oct 13, 2023
Q3 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-146- 0.55% |
$8.45K - $9.45K
|
26.3K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-146- 0.31% |
$8.45K - $9.45K
|
47.1K
$2.72M
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-149- 0.5% |
$8.63K - $9.64K
|
29.5K
$1.7M
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-149- 2.25% |
$8.63K - $9.64K
|
6.47K
$373K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-150- 0.6% |
$8.68K - $9.71K
|
24.7K
$1.42M
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-150- 2.03% |
$8.68K - $9.71K
|
7.25K
$418K
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-150- 2.29% |
$8.68K - $9.71K
|
6.41K
$370K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-150- 0.35% |
$8.68K - $9.71K
|
42.4K
$2.44M
|
|
Nov 14, 2023
Q3 2023
|
Harvey Capital Management Inc
|
SELL
|
- |
-150- 0.27% |
$8.68K - $9.71K
|
56.2K
$3.24M
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-153- 3.17% |
$8.86K - $9.9K
|
4.67K
$269K
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-155- 3.3% |
$8.97K - $10K
|
4.54K
$261K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-155- 3.54% |
$8.97K - $10K
|
4.22K
$243K
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-161- 0.64% |
$9.32K - $10.4K
|
24.8K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-162- 0.49% |
$9.38K - $10.5K
|
33K
$1.9M
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-162- 1.25% |
$9.38K - $10.5K
|
12.8K
$741K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-163- 0.89% |
$9.44K - $10.6K
|
18.1K
$1.04M
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-165- 1.02% |
$9.55K - $10.7K
|
16.1K
$927K
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-166- 2.29% |
$9.61K - $10.7K
|
7.1K
$409K
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-166- 0.91% |
$9.61K - $10.7K
|
18.2K
$1.05M
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-170- 1.38% |
$9.84K - $11K
|
12.2K
$702K
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-172- 2.95% |
$9.96K - $11.1K
|
5.67K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-174- 10.77% |
$10.1K - $11.3K
|
1.44K
$83.1K
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-179- 64.16% |
$10.4K - $11.6K
|
100
$5.77K
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-179- 4.68% |
$10.4K - $11.6K
|
3.65K
$210K
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
SELL
|
- |
-180- 26.47% |
$10.4K - $11.7K
|
500
$28.8K
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-181- 0.72% |
$10.5K - $11.7K
|
25.1K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-181- 4.11% |
$10.5K - $11.7K
|
4.22K
$243K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-182- 2.58% |
$10.5K - $11.8K
|
6.88K
$397K
|
|
Nov 15, 2023
Q3 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-183- 0.31% |
$10.6K - $11.8K
|
59.4K
$3.42M
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-184- 2.54% |
$10.7K - $11.9K
|
7.06K
$407K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-184- 0.35% |
$10.7K - $11.9K
|
52K
$3M
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-185- 1.92% |
$10.7K - $12K
|
9.46K
$545K
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-188- 0.74% |
$10.9K - $12.2K
|
25.3K
$1.46M
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-188- 4.03% |
$10.9K - $12.2K
|
4.48K
$258K
|