Purchases and Sales Made in Q4 2023 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
2+ 0.01% |
$97 - $116
|
24.8K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
2+ 6.67% |
$97 - $116
|
32
$1.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.8% |
$97 - $116
|
251
$14.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 1.63% |
$97 - $116
|
125
$7.41K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
2+ 2.35% |
$97 - $116
|
87
$5.16K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
2New |
$97 - $116
|
2
$119
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2+ 1.54% |
$97 - $116
|
132
$7.82K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.92% |
$48.5 - $57.9
|
110
$6.52K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.78% |
$48.5 - $57.9
|
129
$7.65K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1+ 0.95% |
$48.5 - $57.9
|
106
$6.28K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1New |
$48.5 - $57.9
|
1
$59.3
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-1- 0.01% |
$48.5 - $57.9
|
16.9K
$1M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1- 0.07% |
$48.5 - $57.9
|
1.38K
$81.5K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2- 0.05% |
$97 - $116
|
4.36K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-2- 0.03% |
$97 - $116
|
6.65K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-2- 0.02% |
$97 - $116
|
9.63K
$571K
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
SELL
|
- |
-5- 0.02% |
$242 - $289
|
27.7K
$1.64M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5- 3.42% |
$242 - $289
|
141
$8.36K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-6- 0.04% |
$291 - $347
|
13.4K
$794K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-12- 0.02% |
$582 - $694
|
58.4K
$3.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-13- 0.33% |
$630 - $752
|
3.9K
$231K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-13- 0.32% |
$630 - $752
|
4.05K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-14- 2.6% |
$679 - $810
|
525
$31.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-15- 0.37% |
$727 - $868
|
4.03K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
SELL
|
- |
-16- 3.45% |
$776 - $926
|
448
$26.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-17- 0.03% |
$824 - $983
|
59.4K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18- 0.34% |
$873 - $1.04K
|
5.28K
$313K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-19- 0.44% |
$921 - $1.1K
|
4.3K
$255K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-19- 0.7% |
$921 - $1.1K
|
2.71K
$160K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-19- 2.21% |
$921 - $1.1K
|
841
$49.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Northwest Bank & Trust CO
Davenport, IA |
SELL
|
- |
-20- 0.2% |
$970 - $1.16K
|
10.1K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-21- 0.06% |
$1.02K - $1.21K
|
33K
$1.96M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 28.38% |
$1.02K - $1.21K
|
53
$3.14K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-24- 0.26% |
$1.16K - $1.39K
|
9.32K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-24- 7.29% |
$1.16K - $1.39K
|
305
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-24- 0.1% |
$1.16K - $1.39K
|
24.9K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-26- 0.5% |
$1.26K - $1.5K
|
5.18K
$307K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-27- 3.83% |
$1.31K - $1.56K
|
678
$40.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-29- 2.78% |
$1.41K - $1.68K
|
1.01K
$60K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-29- 0.7% |
$1.41K - $1.68K
|
4.14K
$245K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-32- 3.54% |
$1.55K - $1.85K
|
872
$51.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-33- 0.52% |
$1.6K - $1.91K
|
6.27K
$371K
|
|
|
Feb 05, 2024
Q4 2023
|
Lathrop Investment Management Corp
|
SELL
|
- |
-35- 0.74% |
$1.7K - $2.02K
|
4.7K
$278K
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-36- 0.17% |
$1.75K - $2.08K
|
21.1K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-37- 5.14% |
$1.79K - $2.14K
|
683
$40.5K
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-40- 0.37% |
$1.94K - $2.31K
|
10.7K
$632K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-40- 3.45% |
$1.94K - $2.31K
|
1.12K
$66.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-40- 0.59% |
$1.94K - $2.31K
|
6.69K
$397K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-41- 0.52% |
$1.99K - $2.37K
|
7.88K
$467K
|