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 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-111- 2.39% |
$5.38K - $6.42K
|
4.53K
$268K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-111- 2.31% |
$5.38K - $6.42K
|
4.7K
$279K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-115- 3.41% |
$5.58K - $6.65K
|
3.26K
$193K
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-117- 1.56% |
$5.67K - $6.77K
|
7.37K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-118- 1.0% |
$5.72K - $6.83K
|
11.7K
$692K
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-119- 0.88% |
$5.77K - $6.88K
|
13.5K
$799K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-120- 2.84% |
$5.82K - $6.94K
|
4.1K
$243K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-123- 0.59% |
$5.96K - $7.12K
|
20.6K
$1.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-124- 0.18% |
$6.01K - $7.17K
|
69.4K
$4.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-124- 0.76% |
$6.01K - $7.17K
|
16.1K
$955K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-125- 9.59% |
$6.06K - $7.23K
|
1.18K
$69.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-125- 2.81% |
$6.06K - $7.23K
|
4.32K
$256K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-127- 1.11% |
$6.16K - $7.35K
|
11.3K
$668K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-132- 5.13% |
$6.4K - $7.64K
|
2.44K
$145K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-132- 1.19% |
$6.4K - $7.64K
|
10.9K
$648K
|
|
|
Jan 26, 2024
Q4 2023
|
Capital Square, LLC
|
SELL
|
- |
-134- 2.12% |
$6.5K - $7.75K
|
6.18K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-134- 0.67% |
$6.5K - $7.75K
|
19.9K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-136- 1.61% |
$6.59K - $7.87K
|
8.31K
$492K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-137- 1.02% |
$6.64K - $7.93K
|
13.3K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-137- 1.61% |
$6.64K - $7.93K
|
8.36K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Kidder Stephen W
|
SELL
|
- |
-140- 2.55% |
$6.79K - $8.1K
|
5.34K
$317K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-141- 3.22% |
$6.84K - $8.16K
|
4.24K
$251K
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-142- 0.19% |
$6.88K - $8.21K
|
73.8K
$4.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-143- 2.16% |
$6.93K - $8.27K
|
6.48K
$384K
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-145- 1.13% |
$7.03K - $8.39K
|
12.7K
$755K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-145- 3.99% |
$7.03K - $8.39K
|
3.49K
$207K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-148- 3.23% |
$7.18K - $8.56K
|
4.43K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-150- 2.32% |
$7.27K - $8.68K
|
6.32K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-152- 2.79% |
$7.37K - $8.79K
|
5.29K
$313K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-153- 1.75% |
$7.42K - $8.85K
|
8.59K
$509K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-157Closed |
$7.61K - $9.08K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-159- 3.84% |
$7.71K - $9.2K
|
3.98K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-160- 2.3% |
$7.76K - $9.26K
|
6.8K
$403K
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-164- 4.02% |
$7.95K - $9.49K
|
3.92K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-165- 0.19% |
$8K - $9.55K
|
88.8K
$5.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-165- 0.86% |
$8K - $9.55K
|
18.9K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-167- 1.71% |
$8.1K - $9.66K
|
9.61K
$570K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-168- 2.6% |
$8.14K - $9.72K
|
6.3K
$373K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-170- 0.83% |
$8.24K - $9.83K
|
20.2K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-173- 0.31% |
$8.39K - $10K
|
54.9K
$3.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-175- 2.29% |
$8.48K - $10.1K
|
7.47K
$443K
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-175- 0.62% |
$8.48K - $10.1K
|
28K
$1.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-179- 3.72% |
$8.68K - $10.4K
|
4.64K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-187- 4.5% |
$9.07K - $10.8K
|
3.97K
$235K
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-188- 1.6% |
$9.11K - $10.9K
|
11.5K
$684K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-191- 4.44% |
$9.26K - $11K
|
4.11K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-191- 1.25% |
$9.26K - $11K
|
15K
$892K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-193- 1.92% |
$9.36K - $11.2K
|
9.88K
$585K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-194- 3.67% |
$9.41K - $11.2K
|
5.1K
$302K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-194- 1.28% |
$9.41K - $11.2K
|
14.9K
$884K
|