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
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 0.25% |
$3.42K - $4.05K
|
20K
$1.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-50- 0.42% |
$3.42K - $4.05K
|
11.9K
$641K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-50- 0.29% |
$3.42K - $4.05K
|
17.2K
$925K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-51- 0.47% |
$3.49K - $4.14K
|
10.8K
$579K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-52- 10.38% |
$3.56K - $4.22K
|
449
$24.2K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-56- 0.28% |
$3.83K - $4.54K
|
20.2K
$1.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-56- 0.18% |
$3.83K - $4.54K
|
30.8K
$1.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-56- 0.13% |
$3.83K - $4.54K
|
43.3K
$2.33M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-57- 9.64% |
$3.9K - $4.62K
|
534
$28.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-58- 0.47% |
$3.97K - $4.7K
|
12.3K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-59- 1.21% |
$4.04K - $4.78K
|
4.81K
$259K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-62- 1.82% |
$4.25K - $5.03K
|
3.35K
$181K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-65- 11.38% |
$4.45K - $5.27K
|
506
$27.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-66- 0.07% |
$4.52K - $5.35K
|
92.3K
$4.98M
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-67- 2.02% |
$4.59K - $5.43K
|
3.26K
$176K
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-68- 0.86% |
$4.66K - $5.51K
|
7.8K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-68- 0.29% |
$4.66K - $5.51K
|
23.2K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-69- 2.05% |
$4.73K - $5.6K
|
3.3K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-69- 4.14% |
$4.73K - $5.6K
|
1.6K
$86K
|
|
|
Jan 25, 2023
Q4 2022
|
Westhampton Capital, LLC
|
SELL
|
- |
-70- 0.5% |
$4.79K - $5.68K
|
13.9K
$751K
|
|
|
Jan 25, 2023
Q4 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-70- 2.34% |
$4.79K - $5.68K
|
2.92K
$157K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-70- 2.31% |
$4.79K - $5.68K
|
2.96K
$160K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-75- 14.88% |
$5.14K - $6.08K
|
429
$23.1K
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-75- 0.51% |
$5.14K - $6.08K
|
14.5K
$782K
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-75- 2.54% |
$5.14K - $6.08K
|
2.87K
$155K
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-75- 0.32% |
$5.14K - $6.08K
|
23.4K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-75- 0.28% |
$5.14K - $6.08K
|
26.5K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-75- 6.26% |
$5.14K - $6.08K
|
1.12K
$60.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-75- 0.71% |
$5.14K - $6.08K
|
10.4K
$562K
|
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-76- 0.04% |
$5.2K - $6.16K
|
179K
$9.67M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-76- 1.99% |
$5.2K - $6.16K
|
3.75K
$202K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-76- 0.52% |
$5.2K - $6.16K
|
14.4K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-78- 1.27% |
$5.34K - $6.33K
|
6.04K
$326K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-79- 0.32% |
$5.41K - $6.41K
|
24.3K
$1.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-80- 0.42% |
$5.48K - $6.49K
|
18.8K
$1.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-80- 1.44% |
$5.48K - $6.49K
|
5.46K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-80- 2.15% |
$5.48K - $6.49K
|
3.65K
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-80- 1.35% |
$5.48K - $6.49K
|
5.85K
$315K
|
|
|
Feb 08, 2023
Q4 2022
|
Hemenway Trust CO LLC
|
SELL
|
- |
-81- 1.01% |
$5.55K - $6.57K
|
7.98K
$430K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-87- 1.69% |
$5.96K - $7.05K
|
5.05K
$272K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-90- 0.49% |
$6.16K - $7.3K
|
18.3K
$985K
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-92- 2.46% |
$6.3K - $7.46K
|
3.65K
$197K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-92- 0.03% |
$6.3K - $7.46K
|
341K
$18.4M
|
|
|
Feb 15, 2023
Q4 2022
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-92- 0.56% |
$6.3K - $7.46K
|
16.3K
$879K
|
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-93- 4.3% |
$6.37K - $7.54K
|
2.07K
$111K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-97- 1.37% |
$6.64K - $7.87K
|
7K
$378K
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 2.06% |
$6.85K - $8.11K
|
4.76K
$257K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-100- 1.36% |
$6.85K - $8.11K
|
7.24K
$390K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-100- 10.53% |
$6.85K - $8.11K
|
850
$45.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-100- 0.37% |
$6.85K - $8.11K
|
27K
$1.46M
|