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 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-470- 6.84% |
$27.2K - $30.4K
|
6.4K
$364K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-470- 1.59% |
$27.2K - $30.4K
|
29K
$1.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-470- 12.79% |
$27.2K - $30.4K
|
3.21K
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-471- 5.52% |
$27.3K - $30.5K
|
8.06K
$458K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-473- 11.63% |
$27.4K - $30.6K
|
3.59K
$204K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-473- 11.68% |
$27.4K - $30.6K
|
3.58K
$203K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-475- 2.23% |
$27.5K - $30.7K
|
20.8K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-483- 3.95% |
$28K - $31.3K
|
11.8K
$668K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-488- 10.1% |
$28.3K - $31.6K
|
4.35K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-498- 7.99% |
$28.8K - $32.2K
|
5.74K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-500- 10.88% |
$28.9K - $32.4K
|
4.1K
$233K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-500- 3.47% |
$28.9K - $32.4K
|
13.9K
$790K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-500- 0.53% |
$28.9K - $32.4K
|
94K
$5.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-500- 5.66% |
$28.9K - $32.4K
|
8.33K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-500- 1.92% |
$28.9K - $32.4K
|
25.6K
$1.46M
|
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-500- 5.66% |
$28.9K - $32.4K
|
8.33K
$474K
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-502- 0.85% |
$29.1K - $32.5K
|
58.4K
$3.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-504- 4.56% |
$29.2K - $32.6K
|
10.5K
$599K
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-505- 4.31% |
$29.2K - $32.7K
|
11.2K
$637K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-507- 2.25% |
$29.4K - $32.8K
|
22.1K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-509- 0.74% |
$29.5K - $32.9K
|
67.9K
$3.86M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-511- 1.88% |
$29.6K - $33.1K
|
26.6K
$1.51M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-520- 0.76% |
$30.1K - $33.7K
|
67.6K
$3.84M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-522- 2.46% |
$30.2K - $33.8K
|
20.7K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-523- 7.25% |
$30.3K - $33.9K
|
6.69K
$380K
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-524- 11.09% |
$30.3K - $33.9K
|
4.2K
$239K
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-526- 3.01% |
$30.5K - $34K
|
16.9K
$963K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-530- 2.73% |
$30.7K - $34.3K
|
18.9K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-530- 11.9% |
$30.7K - $34.3K
|
3.93K
$223K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-534- 0.45% |
$30.9K - $34.6K
|
119K
$6.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-534- 4.91% |
$30.9K - $34.6K
|
10.3K
$588K
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-535- 2.29% |
$31K - $34.6K
|
22.8K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-536- 1.53% |
$31K - $34.7K
|
34.5K
$1.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-539- 8.51% |
$31.2K - $34.9K
|
5.79K
$329K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-541- 1.97% |
$31.3K - $35K
|
27K
$1.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-541- 11.94% |
$31.3K - $35K
|
3.99K
$227K
|
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-546- 1.67% |
$31.6K - $35.3K
|
32.1K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-547- 6.14% |
$31.7K - $35.4K
|
8.37K
$476K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-548- 4.99% |
$31.7K - $35.5K
|
10.4K
$593K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-550- 0.51% |
$31.8K - $35.6K
|
108K
$6.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-551- 9.0% |
$31.9K - $35.7K
|
5.57K
$316K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-553- 13.1% |
$32K - $35.8K
|
3.67K
$208K
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-555- 7.37% |
$32.1K - $35.9K
|
6.98K
$397K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-555- 7.39% |
$32.1K - $35.9K
|
6.96K
$396K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-556- 21.18% |
$32.2K - $36K
|
2.07K
$118K
|
|
|
Oct 10, 2023
Q3 2023
|
Beech Hill Advisors, Inc.
|
SELL
|
- |
-575- 2.9% |
$33.3K - $37.2K
|
19.2K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-577- 2.51% |
$33.4K - $37.3K
|
22.4K
$1.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-583- 2.78% |
$33.7K - $37.7K
|
20.4K
$1.16M
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-585- 4.3% |
$33.9K - $37.9K
|
13K
$739K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-589- 1.67% |
$34.1K - $38.1K
|
34.7K
$1.98M
|