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 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-658- 3.61% |
$31.9K - $38.1K
|
17.6K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-678- 5.74% |
$32.9K - $39.2K
|
11.1K
$660K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-678- 0.11% |
$32.9K - $39.2K
|
597K
$35.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-683- 3.04% |
$33.1K - $39.5K
|
21.8K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-683- 5.58% |
$33.1K - $39.5K
|
11.6K
$685K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-684- 10.82% |
$33.2K - $39.6K
|
5.64K
$334K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-686- 12.16% |
$33.3K - $39.7K
|
4.95K
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-687- 10.92% |
$33.3K - $39.7K
|
5.6K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-689- 7.34% |
$33.4K - $39.9K
|
8.7K
$515K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-700- 7.17% |
$33.9K - $40.5K
|
9.06K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-700- 14.9% |
$33.9K - $40.5K
|
4K
$237K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-702- 2.55% |
$34K - $40.6K
|
26.8K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-706- 7.72% |
$34.2K - $40.8K
|
8.44K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-715- 12.4% |
$34.7K - $41.4K
|
5.05K
$299K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-720- 11.63% |
$34.9K - $41.7K
|
5.47K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-720- 5.87% |
$34.9K - $41.7K
|
11.5K
$684K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-728- 5.49% |
$35.3K - $42.1K
|
12.5K
$743K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-729- 1.54% |
$35.3K - $42.2K
|
46.5K
$2.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-730- 3.2% |
$35.4K - $42.2K
|
22.1K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-742- 10.27% |
$36K - $42.9K
|
6.48K
$384K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-742- 11.33% |
$36K - $42.9K
|
5.81K
$344K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-745- 4.66% |
$36.1K - $43.1K
|
15.2K
$904K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-746- 1.8% |
$36.2K - $43.2K
|
40.7K
$2.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-747- 12.6% |
$36.2K - $43.2K
|
5.18K
$307K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-749- 2.96% |
$36.3K - $43.3K
|
24.6K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-750- 4.07% |
$36.4K - $43.4K
|
17.7K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-750- 17.9% |
$36.4K - $43.4K
|
3.44K
$204K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-750- 10.43% |
$36.4K - $43.4K
|
6.44K
$382K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-769- 15.27% |
$37.3K - $44.5K
|
4.27K
$253K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-783- 12.13% |
$38K - $45.3K
|
5.67K
$336K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-785- 1.33% |
$38.1K - $45.4K
|
58.1K
$3.44M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-790- 11.79% |
$38.3K - $45.7K
|
5.91K
$350K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-796- 3.89% |
$38.6K - $46K
|
19.7K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-800- 11.14% |
$38.8K - $46.3K
|
6.38K
$378K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-800- 4.27% |
$38.8K - $46.3K
|
17.9K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-807- 1.88% |
$39.1K - $46.7K
|
42.2K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-817- 3.94% |
$39.6K - $47.3K
|
19.9K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-823- 40.5% |
$39.9K - $47.6K
|
1.21K
$71.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-840- 6.62% |
$40.7K - $48.6K
|
11.9K
$703K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-846- 10.47% |
$41K - $48.9K
|
7.23K
$429K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-846- 2.68% |
$41K - $48.9K
|
30.7K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-856- 8.12% |
$41.5K - $49.5K
|
9.68K
$574K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-868- 1.31% |
$42.1K - $50.2K
|
65.4K
$3.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-872- 23.64% |
$42.3K - $50.4K
|
2.82K
$167K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-878- 2.8% |
$42.6K - $50.8K
|
30.5K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-882- 4.39% |
$42.8K - $51K
|
19.2K
$1.14M
|
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-893- 3.01% |
$43.3K - $51.7K
|
28.8K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-905- 7.43% |
$43.9K - $52.4K
|
11.3K
$669K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-908- 2.37% |
$44K - $52.5K
|
37.4K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-908- 4.79% |
$44K - $52.5K
|
18.1K
$1.07M
|