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 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-3.31KClosed |
$192K - $214K
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.37K- 30.12% |
$195K - $218K
|
7.82K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-3.37K- 2.19% |
$195K - $218K
|
150K
$8.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.38K- 11.48% |
$196K - $219K
|
26K
$1.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-3.42K- 12.55% |
$198K - $221K
|
23.8K
$1.37M
|
|
|
Oct 20, 2023
Q3 2023
|
Pettee Investors, Inc.
|
SELL
|
- |
-3.44K- 4.53% |
$199K - $222K
|
72.4K
$4.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-3.46K- 68.5% |
$200K - $224K
|
1.59K
$91.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.47K- 10.4% |
$201K - $225K
|
29.9K
$1.72M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-3.49K- 10.72% |
$202K - $226K
|
29.1K
$1.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.52K- 27.32% |
$204K - $228K
|
9.36K
$539K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-3.52KClosed |
$204K - $228K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-3.52K- 17.82% |
$204K - $228K
|
16.2K
$935K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.53K- 19.8% |
$204K - $228K
|
14.3K
$824K
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.54K- 23.05% |
$205K - $229K
|
11.8K
$681K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-3.57K- 2.17% |
$207K - $231K
|
161K
$9.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.58K- 0.56% |
$207K - $232K
|
634K
$36.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.61K- 2.79% |
$209K - $234K
|
126K
$7.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.67K- 9.27% |
$212K - $238K
|
35.9K
$2.07M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.69K- 3.77% |
$214K - $239K
|
94.4K
$5.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-3.71K- 1.8% |
$215K - $240K
|
203K
$11.7M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.74K- 5.42% |
$217K - $242K
|
65.3K
$3.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.81K- 7.41% |
$220K - $246K
|
47.6K
$2.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-3.86K- 5.22% |
$224K - $250K
|
70.1K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.88K- 7.91% |
$224K - $251K
|
45.1K
$2.6M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-3.88K- 2.24% |
$225K - $251K
|
170K
$9.77M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-3.91K- 7.57% |
$227K - $253K
|
47.8K
$2.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.98K- 1.8% |
$230K - $257K
|
217K
$12.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-4.06K- 15.83% |
$235K - $263K
|
21.6K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-4.1K- 20.97% |
$237K - $265K
|
15.4K
$890K
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-4.13K- 17.82% |
$239K - $267K
|
19K
$1.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-4.16K- 16.73% |
$241K - $269K
|
20.7K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.18K- 27.13% |
$242K - $271K
|
11.2K
$647K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.21K- 9.87% |
$243K - $272K
|
38.4K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-4.32K- 8.65% |
$250K - $279K
|
45.6K
$2.63M
|
|
|
Nov 15, 2023
Q3 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-4.34K- 2.43% |
$251K - $281K
|
175K
$10.1M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-4.35K- 1.28% |
$252K - $281K
|
335K
$19.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.36K- 9.0% |
$252K - $282K
|
44.1K
$2.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.38K- 52.79% |
$253K - $283K
|
3.91K
$226K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.44K- 8.02% |
$257K - $287K
|
50.8K
$2.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-4.48K- 3.55% |
$259K - $290K
|
122K
$7.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-4.49K- 45.74% |
$260K - $291K
|
5.33K
$307K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4.49K- 2.84% |
$260K - $291K
|
154K
$8.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.49K- 97.91% |
$260K - $291K
|
96
$5.53K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-4.55K- 1.27% |
$263K - $295K
|
355K
$20.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.6K- 3.81% |
$266K - $298K
|
116K
$6.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.61K- 25.83% |
$267K - $298K
|
13.2K
$763K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-4.67K- 8.68% |
$270K - $302K
|
49.1K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-4.69K- 22.91% |
$272K - $304K
|
15.8K
$910K
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-4.7K- 7.08% |
$272K - $304K
|
61.7K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.75K- 6.02% |
$275K - $307K
|
74.2K
$4.28M
|