Purchases and Sales Made in Q4 2022 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-19- 0.46% |
$1.3K - $1.54K
|
4.08K
$242K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-19- 0.55% |
$1.3K - $1.54K
|
3.42K
$203K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-21- 0.68% |
$1.44K - $1.7K
|
3.06K
$181K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-24- 0.02% |
$1.64K - $1.95K
|
123K
$7.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-24- 0.5% |
$1.64K - $1.95K
|
4.81K
$285K
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-24- 0.56% |
$1.64K - $1.95K
|
4.3K
$255K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-25- 0.14% |
$1.71K - $2.03K
|
17.8K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-25- 0.52% |
$1.71K - $2.03K
|
4.82K
$286K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-25- 0.04% |
$1.71K - $2.03K
|
68.1K
$4.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-26- 0.31% |
$1.78K - $2.11K
|
8.28K
$491K
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-26- 0.55% |
$1.78K - $2.11K
|
4.67K
$277K
|
|
|
Feb 06, 2023
Q4 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-26- 0.31% |
$1.78K - $2.11K
|
8.47K
$502K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-26- 0.17% |
$1.78K - $2.11K
|
15.2K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-29- 0.03% |
$1.99K - $2.35K
|
101K
$6M
|
|
|
Feb 07, 2023
Q4 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-30- 0.07% |
$2.05K - $2.43K
|
42.7K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-30- 0.3% |
$2.05K - $2.43K
|
10K
$593K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-33- 0.26% |
$2.26K - $2.68K
|
12.7K
$751K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-35- 0.07% |
$2.4K - $2.84K
|
52.1K
$3.09M
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-35- 0.32% |
$2.4K - $2.84K
|
10.9K
$647K
|
|
|
Feb 01, 2023
Q4 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-36- 0.31% |
$2.47K - $2.92K
|
11.5K
$682K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-36- 0.52% |
$2.47K - $2.92K
|
6.9K
$409K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-36- 0.74% |
$2.47K - $2.92K
|
4.86K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-37- 0.1% |
$2.53K - $3K
|
36K
$2.13M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-37- 0.94% |
$2.53K - $3K
|
3.89K
$230K
|
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-38- 0.72% |
$2.6K - $3.08K
|
5.27K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-38- 0.81% |
$2.6K - $3.08K
|
4.66K
$276K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-39- 8.59% |
$2.67K - $3.16K
|
415
$24.6K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-39- 0.53% |
$2.67K - $3.16K
|
7.31K
$433K
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-40- 1.24% |
$2.74K - $3.24K
|
3.19K
$189K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-40- 0.46% |
$2.74K - $3.24K
|
8.59K
$509K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-40- 1.18% |
$2.74K - $3.24K
|
3.34K
$198K
|
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-40- 1.09% |
$2.74K - $3.24K
|
3.64K
$216K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-40- 0.01% |
$2.74K - $3.24K
|
302K
$17.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-41- 0.22% |
$2.81K - $3.32K
|
18.2K
$1.08M
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-42- 20.39% |
$2.88K - $3.41K
|
164
$9.72K
|
|
|
Feb 06, 2023
Q4 2022
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-43- 1.46% |
$2.94K - $3.49K
|
2.91K
$172K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-45- 1.14% |
$3.08K - $3.65K
|
3.89K
$230K
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-45- 0.57% |
$3.08K - $3.65K
|
7.85K
$465K
|
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-45- 0.33% |
$3.08K - $3.65K
|
13.7K
$814K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-46- 0.5% |
$3.15K - $3.73K
|
9.16K
$543K
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-46- 1.53% |
$3.15K - $3.73K
|
2.96K
$176K
|
|
|
Feb 03, 2023
Q4 2022
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-46- 1.15% |
$3.15K - $3.73K
|
3.95K
$234K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-47- 0.35% |
$3.22K - $3.81K
|
13.5K
$800K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-47- 2.87% |
$3.22K - $3.81K
|
1.59K
$94.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-49- 1.85% |
$3.36K - $3.97K
|
2.6K
$154K
|
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 0.25% |
$3.42K - $4.05K
|
20K
$1.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-50- 0.42% |
$3.42K - $4.05K
|
11.9K
$705K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.29% |
$3.42K - $4.05K
|
17.2K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-51- 0.47% |
$3.49K - $4.14K
|
10.8K
$637K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-52- 10.38% |
$3.56K - $4.22K
|
449
$26.6K
|