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 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 8.18% |
$87.8K - $98.1K
|
17K
$980K
|
|
|
Nov 14, 2023
Q3 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.52K- 9.24% |
$87.9K - $98.3K
|
14.9K
$860K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.53K- 9.67% |
$88.5K - $99K
|
14.3K
$823K
|
|
|
Nov 14, 2023
Q3 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-1.55K- 8.09% |
$89.6K - $100K
|
17.6K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.55K- 5.1% |
$89.8K - $100K
|
28.9K
$1.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.56K- 3.93% |
$90K - $101K
|
38K
$2.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.56K- 20.87% |
$90.4K - $101K
|
5.92K
$342K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.56K- 3.88% |
$90.5K - $101K
|
38.7K
$2.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.57K- 23.23% |
$90.7K - $101K
|
5.17K
$298K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.57K- 2.48% |
$90.9K - $102K
|
61.9K
$3.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.57K- 1.87% |
$91.1K - $102K
|
82.7K
$4.76M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.58K- 7.14% |
$91.2K - $102K
|
20.5K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.58K- 0.5% |
$91.2K - $102K
|
314K
$18.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.58K- 10.75% |
$91.7K - $103K
|
13.2K
$758K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.59K- 0.4% |
$91.9K - $103K
|
394K
$22.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.59K- 7.06% |
$92K - $103K
|
20.9K
$1.21M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.6K- 4.32% |
$92.6K - $104K
|
35.5K
$2.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.6K- 2.08% |
$92.6K - $104K
|
75.5K
$4.35M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-1.6K- 50.87% |
$92.6K - $104K
|
1.55K
$89.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.61K- 10.74% |
$93.3K - $104K
|
13.4K
$772K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.62K- 1.65% |
$94K - $105K
|
96.6K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-1.63K- 4.51% |
$94.1K - $105K
|
34.5K
$1.99M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-1.64K- 3.74% |
$94.9K - $106K
|
42.2K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.65K- 5.11% |
$95.5K - $107K
|
30.6K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-1.66K- 3.98% |
$96K - $107K
|
40K
$2.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-1.66K- 3.2% |
$96.1K - $107K
|
50.2K
$2.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.66K- 5.64% |
$96.3K - $108K
|
27.9K
$1.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.67K- 23.02% |
$96.8K - $108K
|
5.59K
$322K
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-1.67K- 0.98% |
$96.9K - $108K
|
169K
$9.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.68K- 20.27% |
$97.3K - $109K
|
6.61K
$381K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.69K- 6.25% |
$97.9K - $110K
|
25.4K
$1.46M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1.7K- 5.17% |
$98.4K - $110K
|
31.2K
$1.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.7K- 12.84% |
$98.4K - $110K
|
11.5K
$666K
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.7K- 10.04% |
$98.5K - $110K
|
15.2K
$878K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.71K- 28.72% |
$98.9K - $111K
|
4.24K
$245K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.72K- 21.87% |
$99.6K - $111K
|
6.15K
$354K
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.73K- 27.45% |
$100K - $112K
|
4.58K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.74K- 3.84% |
$101K - $113K
|
43.7K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.75K- 2.16% |
$101K - $113K
|
79.1K
$4.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.75K- 2.02% |
$102K - $114K
|
85K
$4.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.76K- 6.26% |
$102K - $114K
|
26.3K
$1.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-1.78K- 1.43% |
$103K - $115K
|
123K
$7.09M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-1.79K- 17.99% |
$104K - $116K
|
8.18K
$471K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-1.81K- 30.4% |
$105K - $117K
|
4.14K
$239K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.85K- 2.98% |
$107K - $120K
|
60.1K
$3.46M
|
|
|
Oct 24, 2023
Q3 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-1.87K- 1.2% |
$108K - $121K
|
154K
$8.86M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.87K- 20.08% |
$108K - $121K
|
7.45K
$430K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.89K- 22.31% |
$109K - $122K
|
6.57K
$379K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.89K- 6.78% |
$109K - $122K
|
25.9K
$1.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.9K- 25.95% |
$110K - $123K
|
5.42K
$313K
|