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 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-732- 16.06% |
$42.4K - $47.4K
|
3.83K
$217K
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-732- 7.39% |
$42.4K - $47.4K
|
9.18K
$522K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-736- 2.7% |
$42.6K - $47.6K
|
26.5K
$1.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-741- 4.53% |
$42.9K - $48K
|
15.6K
$888K
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-746- 5.98% |
$43.2K - $48.3K
|
11.7K
$667K
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-755- 1.57% |
$43.7K - $48.9K
|
47.4K
$2.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-756- 0.55% |
$43.8K - $48.9K
|
137K
$7.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-764- 15.71% |
$44.2K - $49.5K
|
4.1K
$233K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-778- 10.79% |
$45K - $50.4K
|
6.43K
$365K
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-779- 12.79% |
$45.1K - $50.4K
|
5.31K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-779- 4.96% |
$45.1K - $50.4K
|
14.9K
$848K
|
|
|
Oct 30, 2023
Q3 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-780- 1.21% |
$45.2K - $50.5K
|
63.7K
$3.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-783- 10.43% |
$45.3K - $50.7K
|
6.72K
$382K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-788- 1.32% |
$45.6K - $51K
|
59K
$3.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-790- 3.78% |
$45.7K - $51.1K
|
20.1K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-790- 1.48% |
$45.7K - $51.1K
|
52.7K
$2.99M
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-798- 15.76% |
$46.2K - $51.7K
|
4.27K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-798- 4.75% |
$46.2K - $51.7K
|
16K
$909K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-800- 3.99% |
$46.3K - $51.8K
|
19.2K
$1.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-800- 5.56% |
$46.3K - $51.8K
|
13.6K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-800- 3.24% |
$46.3K - $51.8K
|
23.9K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-800- 4.21% |
$46.3K - $51.8K
|
18.2K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-800- 11.4% |
$46.3K - $51.8K
|
6.22K
$354K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-804- 5.74% |
$46.5K - $52K
|
13.2K
$750K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-809- 6.61% |
$46.8K - $52.4K
|
11.4K
$650K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-810- 1.56% |
$46.9K - $52.4K
|
51.1K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-824- 5.5% |
$47.7K - $53.3K
|
14.2K
$805K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-843- 8.77% |
$48.8K - $54.6K
|
8.77K
$499K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-847- 12.87% |
$49K - $54.8K
|
5.73K
$326K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-855- 5.2% |
$49.5K - $55.3K
|
15.6K
$885K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-860- 7.45% |
$49.8K - $55.7K
|
10.7K
$608K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-872- 0.95% |
$50.5K - $56.4K
|
91.4K
$5.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-873- 4.14% |
$50.5K - $56.5K
|
20.2K
$1.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-875- 14.82% |
$50.7K - $56.6K
|
5.03K
$286K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
SELL
|
- |
-891- 14.24% |
$51.6K - $57.7K
|
5.36K
$305K
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-895- 1.5% |
$51.8K - $57.9K
|
58.9K
$3.35M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-897- 19.42% |
$51.9K - $58.1K
|
3.72K
$212K
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-897- 8.06% |
$51.9K - $58.1K
|
10.2K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-900- 9.59% |
$52.1K - $58.3K
|
8.48K
$482K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-903- 13.4% |
$52.3K - $58.5K
|
5.83K
$332K
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-903- 3.37% |
$52.3K - $58.5K
|
25.9K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-910- 12.1% |
$52.7K - $58.9K
|
6.61K
$376K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-912- 18.55% |
$52.8K - $59K
|
4.01K
$228K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-912- 18.61% |
$52.8K - $59K
|
3.99K
$227K
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-914- 15.73% |
$52.9K - $59.2K
|
4.9K
$278K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-928- 5.42% |
$53.7K - $60.1K
|
16.2K
$920K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-935- 2.45% |
$54.1K - $60.5K
|
37.2K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-939- 2.53% |
$54.4K - $60.8K
|
36.1K
$2.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-941- 8.79% |
$54.5K - $60.9K
|
9.76K
$555K
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-945- 4.06% |
$54.7K - $61.2K
|
22.3K
$1.27M
|