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 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-290- 1.8% |
$14.1K - $16.8K
|
15.8K
$854K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-290- 1.41% |
$14.1K - $16.8K
|
20.3K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-290- 11.32% |
$14.1K - $16.8K
|
2.27K
$122K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-293- 3.24% |
$14.2K - $17K
|
8.76K
$472K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-294- 9.58% |
$14.3K - $17K
|
2.77K
$150K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-299- 6.93% |
$14.5K - $17.3K
|
4.02K
$217K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-300- 41.38% |
$14.5K - $17.4K
|
425
$22.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-300- 0.79% |
$14.5K - $17.4K
|
37.6K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-300- 0.99% |
$14.5K - $17.4K
|
30.1K
$1.62M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-302- 4.71% |
$14.6K - $17.5K
|
6.11K
$329K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-303- 3.82% |
$14.7K - $17.5K
|
7.63K
$411K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-305- 1.54% |
$14.8K - $17.6K
|
19.5K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-307- 9.3% |
$14.9K - $17.8K
|
2.99K
$161K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-308- 4.95% |
$14.9K - $17.8K
|
5.92K
$319K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-312- 3.87% |
$15.1K - $18K
|
7.75K
$417K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-314- 1.65% |
$15.2K - $18.2K
|
18.8K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-314- 19.44% |
$15.2K - $18.2K
|
1.3K
$70.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-321- 6.9% |
$15.6K - $18.6K
|
4.33K
$234K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-324- 4.4% |
$15.7K - $18.7K
|
7.04K
$380K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-325- 6.23% |
$15.8K - $18.8K
|
4.89K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-325- 3.14% |
$15.8K - $18.8K
|
10K
$540K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-330- 7.21% |
$16K - $19.1K
|
4.25K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-332- 3.92% |
$16.1K - $19.2K
|
8.13K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-334- 0.45% |
$16.2K - $19.3K
|
74K
$3.99M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-335- 4.1% |
$16.2K - $19.4K
|
7.83K
$422K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-336- 5.49% |
$16.3K - $19.4K
|
5.78K
$312K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-342- 2.24% |
$16.6K - $19.8K
|
14.9K
$804K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-344- 7.23% |
$16.7K - $19.9K
|
4.41K
$238K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-347- 2.32% |
$16.8K - $20.1K
|
14.6K
$788K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-350- 35.82% |
$17K - $20.2K
|
627
$33.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-350- 6.24% |
$17K - $20.2K
|
5.26K
$283K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-350- 4.99% |
$17K - $20.2K
|
6.66K
$359K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-350- 35.82% |
$17K - $20.2K
|
627
$33.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-354- 0.28% |
$17.2K - $20.5K
|
125K
$6.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-363- 3.19% |
$17.6K - $21K
|
11K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-364- 0.8% |
$17.6K - $21.1K
|
45.3K
$2.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-365- 4.09% |
$17.7K - $21.1K
|
8.55K
$461K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-376- 6.05% |
$18.2K - $21.8K
|
5.84K
$315K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-378- 51.29% |
$18.3K - $21.9K
|
359
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-378- 5.8% |
$18.3K - $21.9K
|
6.14K
$331K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-379- 2.76% |
$18.4K - $21.9K
|
13.4K
$721K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-382- 2.9% |
$18.5K - $22.1K
|
12.8K
$688K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-383- 7.62% |
$18.6K - $22.2K
|
4.65K
$250K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-384- 6.56% |
$18.6K - $22.2K
|
5.47K
$295K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-388- 1.52% |
$18.8K - $22.4K
|
25.1K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-388- 1.32% |
$18.8K - $22.4K
|
29K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-389- 0.34% |
$18.9K - $22.5K
|
113K
$6.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-395- 13.74% |
$19.1K - $22.9K
|
2.48K
$134K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-396- 7.08% |
$19.2K - $22.9K
|
5.2K
$280K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-399- 0.62% |
$19.3K - $23.1K
|
64.3K
$3.47M
|