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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-910- 15.93% |
$44.1K - $52.6K
|
4.8K
$285K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-911- 3.36% |
$44.2K - $52.7K
|
26.2K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-913- 9.44% |
$44.3K - $52.8K
|
8.76K
$519K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-923- 11.45% |
$44.7K - $53.4K
|
7.14K
$423K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-928- 10.11% |
$45K - $53.7K
|
8.25K
$489K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-936- 17.23% |
$45.4K - $54.1K
|
4.5K
$266K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-936- 17.23% |
$45.4K - $54.1K
|
4.5K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-937- 30.42% |
$45.4K - $54.2K
|
2.14K
$127K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-937- 35.61% |
$45.4K - $54.2K
|
1.69K
$100K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-938- 16.35% |
$45.5K - $54.3K
|
4.8K
$284K
|
|
|
Feb 06, 2024
Q4 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-941- 3.16% |
$45.6K - $54.4K
|
28.9K
$1.71M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-941- 2.35% |
$45.6K - $54.4K
|
39.1K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-942- 14.72% |
$45.7K - $54.5K
|
5.46K
$323K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-944- 14.31% |
$45.8K - $54.6K
|
5.65K
$335K
|
|
|
Jan 24, 2024
Q4 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-950- 2.08% |
$46.1K - $55K
|
44.7K
$2.65M
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-950- 8.72% |
$46.1K - $55K
|
9.94K
$589K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-950- 6.71% |
$46.1K - $55K
|
13.2K
$783K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-961- 10.29% |
$46.6K - $55.6K
|
8.38K
$497K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-963- 0.15% |
$46.7K - $55.7K
|
649K
$38.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-969- 18.24% |
$47K - $56.1K
|
4.34K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-969- 41.32% |
$47K - $56.1K
|
1.38K
$81.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-973- 7.63% |
$47.2K - $56.3K
|
11.8K
$698K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
SELL
|
- |
-978- 19.56% |
$47.4K - $56.6K
|
4.02K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-991- 14.43% |
$48K - $57.3K
|
5.88K
$348K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-999- 20.27% |
$48.4K - $57.8K
|
3.93K
$233K
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1K- 7.81% |
$48.5K - $57.9K
|
11.8K
$700K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1K- 13.79% |
$48.5K - $57.9K
|
6.25K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1K- 4.48% |
$48.5K - $57.9K
|
21.3K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1K- 6.48% |
$48.5K - $57.9K
|
14.4K
$856K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1K- 15.55% |
$48.7K - $58.1K
|
5.45K
$323K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.02K- 3.06% |
$49.2K - $58.7K
|
32.1K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.03K- 1.49% |
$49.7K - $59.3K
|
67.6K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-1.04K- 11.35% |
$50.2K - $59.9K
|
8.08K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.04K- 61.8% |
$50.5K - $60.3K
|
644
$38.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.04K- 2.91% |
$50.6K - $60.4K
|
34.8K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-1.05K- 6.64% |
$50.7K - $60.5K
|
14.7K
$870K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 14.73% |
$50.7K - $60.5K
|
6.05K
$359K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-1.05K- 3.55% |
$50.8K - $60.6K
|
28.5K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.06K- 0.93% |
$51.1K - $61K
|
112K
$6.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.08K- 15.49% |
$52.3K - $62.4K
|
5.88K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-1.09K- 5.62% |
$52.7K - $62.9K
|
18.3K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.09K- 4.7% |
$52.8K - $63K
|
22.1K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-1.1K- 20.0% |
$53.3K - $63.6K
|
4.4K
$261K
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-1.11K- 7.1% |
$53.6K - $64K
|
14.5K
$858K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.11K- 0.49% |
$53.6K - $64K
|
223K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.11K- 13.54% |
$53.9K - $64.3K
|
7.1K
$421K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.11K- 7.06% |
$54K - $64.4K
|
14.6K
$868K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.12K- 16.98% |
$54.2K - $64.6K
|
5.46K
$324K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.12K- 12.29% |
$54.3K - $64.8K
|
7.99K
$474K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.12K- 3.04% |
$54.4K - $64.9K
|
35.8K
$2.12M
|