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 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-347- 8.03% |
$20.1K - $22.5K
|
3.97K
$229K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-347- 4.06% |
$20.1K - $22.5K
|
8.2K
$473K
|
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-348- 23.12% |
$20.1K - $22.5K
|
1.16K
$66.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-350- 1.63% |
$20.3K - $22.7K
|
21.2K
$1.22M
|
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-350- 6.45% |
$20.3K - $22.7K
|
5.08K
$293K
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-350- 1.04% |
$20.3K - $22.7K
|
33.2K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-350- 1.11% |
$20.3K - $22.7K
|
31.2K
$1.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-374- 0.94% |
$21.7K - $24.2K
|
39.4K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-377- 2.03% |
$21.8K - $24.4K
|
18.2K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-380- 2.18% |
$22K - $24.6K
|
17K
$981K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-382- 5.27% |
$22.1K - $24.7K
|
6.87K
$396K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-385- 1.57% |
$22.3K - $24.9K
|
24.2K
$1.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-386- 3.97% |
$22.3K - $25K
|
9.34K
$539K
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-388- 0.96% |
$22.5K - $25.1K
|
39.9K
$2.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-389- 7.48% |
$22.5K - $25.2K
|
4.81K
$277K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-389- 0.95% |
$22.5K - $25.2K
|
40.7K
$2.35M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-389- 5.92% |
$22.5K - $25.2K
|
6.18K
$356K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-390- 1.78% |
$22.6K - $25.2K
|
21.5K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-393- 6.97% |
$22.8K - $25.4K
|
5.25K
$302K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-394- 5.18% |
$22.8K - $25.5K
|
7.22K
$416K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-395- 5.2% |
$22.9K - $25.6K
|
7.2K
$415K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-400- 88.89% |
$23.2K - $25.9K
|
50
$2.88K
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-400- 7.61% |
$23.2K - $25.9K
|
4.86K
$280K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-400- 1.25% |
$23.2K - $25.9K
|
31.6K
$1.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-401- 2.73% |
$23.2K - $26K
|
14.3K
$822K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-409- 2.54% |
$23.7K - $26.5K
|
15.7K
$904K
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-410- 6.32% |
$23.7K - $26.5K
|
6.08K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-411- 0.38% |
$23.8K - $26.6K
|
109K
$6.28M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-418Closed |
$24.2K - $27.1K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-420- 3.07% |
$24.3K - $27.2K
|
13.3K
$765K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-423- 14.15% |
$24.5K - $27.4K
|
2.57K
$148K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-428- 1.78% |
$24.8K - $27.7K
|
23.6K
$1.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-432- 2.73% |
$25K - $28K
|
15.4K
$887K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-439- 1.05% |
$25.4K - $28.4K
|
41.4K
$2.39M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-440- 5.65% |
$25.5K - $28.5K
|
7.34K
$423K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-440- 6.8% |
$25.5K - $28.5K
|
6.04K
$348K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-442- 3.95% |
$25.6K - $28.6K
|
10.7K
$620K
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-445- 11.12% |
$25.8K - $28.8K
|
3.56K
$205K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-450- 59.29% |
$26.1K - $29.1K
|
309
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-450- 4.58% |
$26.1K - $29.1K
|
9.39K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-452- 2.36% |
$26.2K - $29.3K
|
18.7K
$1.08M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-458- 5.8% |
$26.5K - $29.6K
|
7.44K
$429K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-458- 3.21% |
$26.5K - $29.6K
|
13.8K
$795K
|
|
|
Nov 13, 2023
Q3 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-460- 1.52% |
$26.6K - $29.8K
|
29.8K
$1.72M
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-461- 1.28% |
$26.7K - $29.8K
|
35.4K
$2.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-466- 4.6% |
$27K - $30.2K
|
9.66K
$557K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-467- 1.9% |
$27K - $30.2K
|
24.1K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-467- 0.07% |
$27K - $30.2K
|
686K
$39.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-468- 0.3% |
$27.1K - $30.3K
|
154K
$8.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-470- 6.84% |
$27.2K - $30.4K
|
6.4K
$369K
|