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 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.13K- 3.84% |
$54.8K - $65.4K
|
28.3K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.14K- 3.54% |
$55.1K - $65.7K
|
30.9K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.16K- 11.91% |
$56.4K - $67.3K
|
8.61K
$510K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.17K- 9.47% |
$56.5K - $67.5K
|
11.1K
$660K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-1.17K- 17.34% |
$56.7K - $67.6K
|
5.57K
$330K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.17K- 4.15% |
$56.8K - $67.8K
|
27.1K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-1.17K- 13.27% |
$56.8K - $67.8K
|
7.66K
$454K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.17K- 9.02% |
$56.9K - $67.9K
|
11.8K
$702K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.18K- 9.7% |
$57.1K - $68.1K
|
11K
$649K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-1.19K- 7.23% |
$57.6K - $68.7K
|
15.3K
$904K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.2K- 2.48% |
$58.2K - $69.4K
|
47.1K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-1.2K- 14.15% |
$58.2K - $69.4K
|
7.28K
$432K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.2K- 2.92% |
$58.3K - $69.5K
|
40K
$2.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-1.21K- 10.48% |
$58.7K - $70K
|
10.3K
$612K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1.21K- 16.26% |
$58.8K - $70.2K
|
6.25K
$370K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-1.22K- 11.51% |
$58.9K - $70.3K
|
9.34K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.22K- 0.26% |
$58.9K - $70.3K
|
464K
$27.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.22K- 3.83% |
$59K - $70.5K
|
30.5K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.22K- 11.63% |
$59.3K - $70.8K
|
9.29K
$551K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-1.23K- 4.75% |
$59.8K - $71.3K
|
24.7K
$1.46M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.24K- 7.86% |
$59.9K - $71.4K
|
14.5K
$858K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.25K- 13.7% |
$60.7K - $72.5K
|
7.89K
$468K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.26K- 3.47% |
$61.1K - $72.9K
|
35.1K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.27K- 5.69% |
$61.6K - $73.5K
|
21K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.29K- 8.17% |
$62.3K - $74.3K
|
14.4K
$856K
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.3K- 16.6% |
$63K - $75.2K
|
6.53K
$387K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.31K- 6.91% |
$63.5K - $75.7K
|
17.6K
$1.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 2.47% |
$63.6K - $75.8K
|
51.7K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-1.32K- 5.7% |
$63.8K - $76.1K
|
21.8K
$1.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.32K- 3.59% |
$63.8K - $76.1K
|
35.3K
$2.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.33K- 3.09% |
$64.6K - $77.1K
|
41.8K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1.34K- 22.59% |
$64.9K - $77.4K
|
4.59K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.35K- 93.76% |
$65.6K - $78.3K
|
90
$5.33K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.36K- 4.14% |
$65.8K - $78.5K
|
31.4K
$1.86M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.37K- 4.99% |
$66.4K - $79.3K
|
26.1K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.38K- 3.5% |
$66.7K - $79.5K
|
38K
$2.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.38K- 7.34% |
$66.8K - $79.7K
|
17.4K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.39K- 3.32% |
$67.4K - $80.5K
|
40.4K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 25.69% |
$67.9K - $81K
|
4.05K
$240K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.4K- 15.04% |
$67.9K - $81K
|
7.91K
$469K
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.4K- 6.65% |
$68K - $81.1K
|
19.7K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.43K- 12.26% |
$69.4K - $82.8K
|
10.2K
$607K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1.43K- 6.06% |
$69.4K - $82.8K
|
22.2K
$1.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.48K- 9.71% |
$71.5K - $85.3K
|
13.7K
$813K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.48K- 7.98% |
$71.6K - $85.4K
|
17K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 0.69% |
$71.6K - $85.4K
|
213K
$12.6M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.48K- 4.82% |
$71.8K - $85.6K
|
29.2K
$1.73M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.49K- 4.55% |
$72.1K - $86.1K
|
31.2K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.5K- 6.78% |
$72.5K - $86.5K
|
20.6K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 18.0% |
$72.7K - $86.8K
|
6.83K
$405K
|