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
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-195- 1.63% |
$9.45K - $11.3K
|
11.8K
$699K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-196- 3.52% |
$9.5K - $11.3K
|
5.37K
$318K
|
|
|
Feb 02, 2024
Q4 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-197- 1.48% |
$9.55K - $11.4K
|
13.1K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-197- 1.4% |
$9.55K - $11.4K
|
13.9K
$825K
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-198- 1.95% |
$9.6K - $11.5K
|
9.94K
$589K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-200- 1.44% |
$9.7K - $11.6K
|
13.7K
$812K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-200- 2.59% |
$9.7K - $11.6K
|
7.52K
$446K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-200- 1.7% |
$9.7K - $11.6K
|
11.6K
$686K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-200- 0.42% |
$9.7K - $11.6K
|
46.9K
$2.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-202- 4.28% |
$9.79K - $11.7K
|
4.52K
$268K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-202- 6.43% |
$9.79K - $11.7K
|
2.94K
$174K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-203- 1.06% |
$9.84K - $11.7K
|
19K
$1.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-204- 1.31% |
$9.89K - $11.8K
|
15.3K
$908K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-205- 86.5% |
$9.94K - $11.9K
|
32
$1.9K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-205- 2.88% |
$9.94K - $11.9K
|
6.91K
$410K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-207- 3.0% |
$10K - $12K
|
6.7K
$397K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-208- 4.9% |
$10.1K - $12K
|
4.03K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-210- 4.88% |
$10.2K - $12.1K
|
4.09K
$242K
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-222- 5.02% |
$10.8K - $12.8K
|
4.2K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-224- 0.83% |
$10.9K - $13K
|
26.7K
$1.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-225- 0.89% |
$10.9K - $13K
|
25.1K
$1.49M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-227- 0.46% |
$11K - $13.1K
|
48.9K
$2.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-232- 2.09% |
$11.2K - $13.4K
|
10.9K
$645K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-232- 5.43% |
$11.2K - $13.4K
|
4.04K
$239K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-240- 0.85% |
$11.6K - $13.9K
|
27.9K
$1.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-242- 2.32% |
$11.7K - $14K
|
10.2K
$604K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-246- 1.34% |
$11.9K - $14.2K
|
18.1K
$1.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-255- 80.95% |
$12.4K - $14.8K
|
60
$3.56K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-257- 5.62% |
$12.5K - $14.9K
|
4.32K
$256K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-257- 5.23% |
$12.5K - $14.9K
|
4.66K
$276K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-259- 78.96% |
$12.6K - $15K
|
69
$4.09K
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-260- 0.21% |
$12.6K - $15K
|
125K
$7.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-263- 3.0% |
$12.8K - $15.2K
|
8.51K
$504K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-266- 3.41% |
$12.9K - $15.4K
|
7.54K
$447K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-267- 10.91% |
$12.9K - $15.4K
|
2.18K
$129K
|
|
|
Feb 13, 2024
Q4 2023
|
Mirova
Paris, I0 |
SELL
|
- |
-272- 5.76% |
$13.2K - $15.7K
|
4.45K
$264K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-273- 5.74% |
$13.2K - $15.8K
|
4.49K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-275- 11.46% |
$13.3K - $15.9K
|
2.12K
$126K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-276- 0.43% |
$13.4K - $16K
|
63.6K
$3.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
SELL
|
- |
-277- 4.44% |
$13.4K - $16K
|
5.97K
$354K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-280- 3.68% |
$13.6K - $16.2K
|
7.34K
$435K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-282- 3.71% |
$13.7K - $16.3K
|
7.32K
$434K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-282- 10.99% |
$13.7K - $16.3K
|
2.28K
$135K
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-285- 0.05% |
$13.8K - $16.5K
|
534K
$31.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-286- 0.15% |
$13.9K - $16.5K
|
191K
$11.3M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-288- 2.57% |
$14K - $16.7K
|
10.9K
$647K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-290- 1.8% |
$14.1K - $16.8K
|
15.8K
$939K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-290- 1.41% |
$14.1K - $16.8K
|
20.3K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-290- 11.32% |
$14.1K - $16.8K
|
2.27K
$135K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-293- 3.24% |
$14.2K - $17K
|
8.76K
$519K
|