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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-189- 4.98% |
$10.9K - $12.2K
|
3.6K
$208K
|
|
|
Nov 03, 2023
Q3 2023
|
Lipe & Dalton
|
SELL
|
- |
-190- 0.32% |
$11K - $12.3K
|
58.7K
$3.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Saratoga Research & Investment Management
|
SELL
|
- |
-197- 5.04% |
$11.4K - $12.8K
|
3.71K
$214K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-199- 0.31% |
$11.5K - $12.9K
|
64.7K
$3.73M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-200- 17.53% |
$11.6K - $12.9K
|
941
$54.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-200- 1.64% |
$11.6K - $12.9K
|
12K
$691K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-200- 3.2% |
$11.6K - $12.9K
|
6.05K
$349K
|
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-200- 0.87% |
$11.6K - $12.9K
|
22.7K
$1.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-200- 1.16% |
$11.6K - $12.9K
|
17.1K
$985K
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-200- 1.26% |
$11.6K - $12.9K
|
15.7K
$906K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-200- 5.71% |
$11.6K - $12.9K
|
3.3K
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-200- 0.93% |
$11.6K - $12.9K
|
21.2K
$1.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-203- 7.86% |
$11.8K - $13.1K
|
2.38K
$137K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-203- 7.86% |
$11.8K - $13.1K
|
2.38K
$137K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-204- 18.56% |
$11.8K - $13.2K
|
895
$51.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-204- 1.1% |
$11.8K - $13.2K
|
18.3K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-205- 4.28% |
$11.9K - $13.3K
|
4.58K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-206- 0.85% |
$11.9K - $13.3K
|
24.1K
$1.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Hoese & CO LLP
|
SELL
|
- |
-213- 27.63% |
$12.3K - $13.8K
|
558
$32.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-215- 2.0% |
$12.4K - $13.9K
|
10.5K
$606K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-220- 0.98% |
$12.7K - $14.2K
|
22.3K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-221- 3.82% |
$12.8K - $14.3K
|
5.56K
$321K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-222- 0.39% |
$12.9K - $14.4K
|
57K
$3.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-225- 2.67% |
$13K - $14.6K
|
8.21K
$473K
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-229- 2.6% |
$13.3K - $14.8K
|
8.57K
$494K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-236- 2.07% |
$13.7K - $15.3K
|
11.2K
$644K
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-236- 4.76% |
$13.7K - $15.3K
|
4.72K
$272K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-237- 4.75% |
$13.7K - $15.3K
|
4.76K
$274K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-239- 1.0% |
$13.8K - $15.5K
|
23.6K
$1.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
SELL
|
- |
-244- 5.34% |
$14.1K - $15.8K
|
4.33K
$250K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-246Closed |
$14.2K - $15.9K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-247- 7.91% |
$14.3K - $16K
|
2.87K
$166K
|
|
|
Oct 11, 2023
Q3 2023
|
626 Financial, LLC
|
SELL
|
- |
-249- 2.27% |
$14.4K - $16.1K
|
10.7K
$617K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-250- 3.73% |
$14.5K - $16.2K
|
6.46K
$372K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-251- 2.2% |
$14.5K - $16.2K
|
11.1K
$642K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-251- 1.03% |
$14.5K - $16.2K
|
24.2K
$1.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-252- 2.82% |
$14.6K - $16.3K
|
8.67K
$500K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-253- 2.46% |
$14.6K - $16.4K
|
10K
$579K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-253- 3.77% |
$14.6K - $16.4K
|
6.45K
$372K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-254- 3.45% |
$14.7K - $16.4K
|
7.12K
$410K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-255- 2.7% |
$14.8K - $16.5K
|
9.18K
$529K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-257- 6.07% |
$14.9K - $16.6K
|
3.98K
$229K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-259- 2.0% |
$15K - $16.8K
|
12.7K
$732K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-259- 1.37% |
$15K - $16.8K
|
18.7K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-261- 1.26% |
$15.1K - $16.9K
|
20.4K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-261- 0.72% |
$15.1K - $16.9K
|
36K
$2.08M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-262- 0.48% |
$15.2K - $17K
|
53.8K
$3.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-265- 6.97% |
$15.3K - $17.2K
|
3.54K
$204K
|
|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-266- 3.29% |
$15.4K - $17.2K
|
7.83K
$451K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-266- 2.77% |
$15.4K - $17.2K
|
9.35K
$539K
|