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 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-592- 3.96% |
$34.3K - $38.3K
|
14.3K
$816K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-598- 0.91% |
$34.6K - $38.7K
|
64.8K
$3.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-598- 1.81% |
$34.6K - $38.7K
|
32.5K
$1.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
SELL
|
- |
-600- 2.12% |
$34.7K - $38.8K
|
27.7K
$1.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-600- 0.46% |
$34.7K - $38.8K
|
129K
$7.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-600- 2.76% |
$34.7K - $38.8K
|
21.2K
$1.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-600- 13.25% |
$34.7K - $38.8K
|
3.93K
$223K
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-600- 1.34% |
$34.7K - $38.8K
|
44.1K
$2.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-601- 6.06% |
$34.8K - $38.9K
|
9.31K
$529K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-604- 4.1% |
$35K - $39.1K
|
14.1K
$803K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-607- 12.45% |
$35.1K - $39.3K
|
4.27K
$243K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-613- 2.36% |
$35.5K - $39.7K
|
25.4K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-622- 0.29% |
$36K - $40.3K
|
212K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-623- 3.35% |
$36.1K - $40.3K
|
18K
$1.02M
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-624- 6.94% |
$36.1K - $40.4K
|
8.37K
$476K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-625- 99.52% |
$36.2K - $40.5K
|
3
$171
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-627- 19.22% |
$36.3K - $40.6K
|
2.64K
$150K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-627- 1.2% |
$36.3K - $40.6K
|
51.6K
$2.93M
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-632- 8.35% |
$36.6K - $40.9K
|
6.93K
$394K
|
|
|
Nov 14, 2023
Q3 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-640- 4.31% |
$37K - $41.4K
|
14.2K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-641- 5.28% |
$37.1K - $41.5K
|
11.5K
$654K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-646- 1.51% |
$37.4K - $41.8K
|
42.2K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-648- 14.82% |
$37.5K - $41.9K
|
3.72K
$212K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-649- 10.67% |
$37.6K - $42K
|
5.43K
$309K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-649- 10.67% |
$37.6K - $42K
|
5.43K
$309K
|
|
|
Nov 09, 2023
Q3 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-650- 3.87% |
$37.6K - $42.1K
|
16.1K
$918K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-651- 2.56% |
$37.7K - $42.1K
|
24.8K
$1.41M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-654- 2.04% |
$37.9K - $42.3K
|
31.4K
$1.78M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-655- 0.94% |
$37.9K - $42.4K
|
69.2K
$3.93M
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-660- 5.82% |
$38.2K - $42.7K
|
10.7K
$607K
|
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-660- 24.83% |
$38.2K - $42.7K
|
2K
$114K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-663- 3.67% |
$38.4K - $42.9K
|
17.4K
$990K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-666- 3.49% |
$38.6K - $43.1K
|
18.4K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-668- 9.7% |
$38.7K - $43.2K
|
6.22K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-675- 6.88% |
$39.1K - $43.7K
|
9.14K
$520K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-681- 2.44% |
$39.4K - $44.1K
|
27.2K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-683- 1.54% |
$39.5K - $44.2K
|
43.8K
$2.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-688- 8.03% |
$39.8K - $44.5K
|
7.88K
$448K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-691- 8.68% |
$40K - $44.7K
|
7.27K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-693- 9.67% |
$40.1K - $44.9K
|
6.47K
$368K
|
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-695- 1.78% |
$40.2K - $45K
|
38.3K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-699- 9.09% |
$40.5K - $45.2K
|
6.99K
$397K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-701- 10.62% |
$40.6K - $45.4K
|
5.9K
$335K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-710- 10.81% |
$41.1K - $46K
|
5.86K
$333K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-715- 2.11% |
$41.4K - $46.3K
|
33.2K
$1.88M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-717- 1.94% |
$41.5K - $46.4K
|
36.3K
$2.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-718- 1.22% |
$41.6K - $46.5K
|
58K
$3.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-725- 5.41% |
$42K - $46.9K
|
12.7K
$720K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-728- 1.66% |
$42.1K - $47.1K
|
43.1K
$2.45M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-731- 6.29% |
$42.3K - $47.3K
|
10.9K
$619K
|