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 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-1.5K- 18.4% |
$72.7K - $86.8K
|
6.65K
$394K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.5K- 18.0% |
$72.7K - $86.8K
|
6.83K
$405K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.5K- 4.65% |
$72.8K - $86.9K
|
30.8K
$1.83M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.51K- 10.14% |
$73.2K - $87.4K
|
13.4K
$793K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-1.52K- 38.81% |
$73.6K - $87.9K
|
2.4K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.53K- 6.39% |
$73.9K - $88.2K
|
22.4K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-1.53K- 18.92% |
$74.4K - $88.7K
|
6.57K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.54K- 2.33% |
$74.4K - $88.8K
|
64.4K
$3.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.56K- 7.48% |
$75.4K - $90K
|
19.2K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-1.57K- 15.63% |
$76K - $90.7K
|
8.46K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.58K- 17.84% |
$76.5K - $91.2K
|
7.26K
$431K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.58K- 21.99% |
$76.5K - $91.2K
|
5.59K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.59K- 10.67% |
$77.2K - $92.1K
|
13.3K
$790K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-1.6K- 14.77% |
$77.5K - $92.4K
|
9.22K
$547K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.6K- 11.69% |
$77.5K - $92.4K
|
12.1K
$715K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.61K- 6.85% |
$78.1K - $93.2K
|
21.9K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 4.64% |
$78.1K - $93.3K
|
33.1K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.63K- 21.5% |
$78.9K - $94.2K
|
5.94K
$352K
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.64K- 13.45% |
$79.4K - $94.7K
|
10.5K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.64K- 13.19% |
$79.5K - $94.8K
|
10.8K
$640K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.64K- 23.68% |
$79.5K - $94.9K
|
5.29K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.64K- 3.76% |
$79.5K - $94.9K
|
42K
$2.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.65K- 8.75% |
$80K - $95.5K
|
17.2K
$1.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.65K- 8.66% |
$80.1K - $95.6K
|
17.4K
$1.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.66K- 20.18% |
$80.4K - $96K
|
6.56K
$389K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-1.69K- 10.41% |
$81.7K - $97.5K
|
14.5K
$860K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.7K- 5.22% |
$82.3K - $98.2K
|
30.8K
$1.83M
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-1.7K- 9.95% |
$82.4K - $98.3K
|
15.4K
$912K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.71K- 9.47% |
$82.9K - $99K
|
16.4K
$969K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-1.72K- 16.94% |
$83.2K - $99.3K
|
8.42K
$499K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.72K- 20.78% |
$83.5K - $99.6K
|
6.57K
$389K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.75K- 9.15% |
$85K - $101K
|
17.4K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.76K- 4.66% |
$85.5K - $102K
|
36.1K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.77K- 13.18% |
$85.6K - $102K
|
11.6K
$689K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.77K- 32.58% |
$85.7K - $102K
|
3.66K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.77K- 7.5% |
$85.8K - $102K
|
21.8K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.78K- 34.28% |
$86.1K - $103K
|
3.41K
$202K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.78K- 16.01% |
$86.1K - $103K
|
9.32K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-1.8K- 15.7% |
$87.1K - $104K
|
9.64K
$571K
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-1.81K- 0.73% |
$87.6K - $104K
|
247K
$14.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.84K- 16.5% |
$89K - $106K
|
9.29K
$551K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-1.86K- 3.36% |
$90K - $107K
|
53.3K
$3.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.86K- 23.64% |
$90.3K - $108K
|
6.01K
$356K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.87K- 5.3% |
$90.5K - $108K
|
33.4K
$1.98M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.87K- 17.77% |
$90.5K - $108K
|
8.64K
$512K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.88K- 9.05% |
$91K - $109K
|
18.9K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-1.88K- 3.95% |
$91.2K - $109K
|
45.8K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.89K- 16.8% |
$91.5K - $109K
|
9.34K
$554K
|
|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.89K- 6.98% |
$91.6K - $109K
|
25.2K
$1.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-1.9K- 23.24% |
$92.1K - $110K
|
6.28K
$372K
|