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 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-1.92K- 7.24% |
$92.9K - $111K
|
24.6K
$1.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 13.44% |
$93.1K - $111K
|
12.4K
$728K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.92K- 5.71% |
$93.3K - $111K
|
31.7K
$1.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.95K- 58.89% |
$94.4K - $113K
|
1.36K
$80.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.95K- 9.64% |
$94.5K - $113K
|
18.3K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.97K- 27.44% |
$95.6K - $114K
|
5.22K
$307K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-1.98K- 25.66% |
$95.7K - $114K
|
5.72K
$337K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.98K- 16.95% |
$96.1K - $115K
|
9.71K
$572K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.98K- 6.95% |
$96.2K - $115K
|
26.6K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2K- 3.45% |
$96.9K - $116K
|
56K
$3.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-2K- 16.78% |
$97K - $116K
|
9.92K
$584K
|
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
SELL
|
- |
-2K- 7.15% |
$97K - $116K
|
26K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2.01K- 7.2% |
$97.4K - $116K
|
25.9K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-2.02K- 30.55% |
$97.9K - $117K
|
4.59K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.02K- 1.37% |
$98K - $117K
|
145K
$8.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.04K- 7.87% |
$98.8K - $118K
|
23.8K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.04K- 8.11% |
$98.9K - $118K
|
23.1K
$1.36M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.05K- 4.31% |
$99.1K - $118K
|
45.4K
$2.67M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.05K- 7.11% |
$99.3K - $119K
|
26.8K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-2.05K- 28.98% |
$99.4K - $119K
|
5.03K
$296K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 44.51% |
$99.6K - $119K
|
2.56K
$151K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-2.07K- 3.74% |
$100K - $119K
|
53.2K
$3.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-2.07K- 26.62% |
$100K - $120K
|
5.71K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.07K- 32.35% |
$100K - $120K
|
4.33K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
SELL
|
- |
-2.07K- 6.38% |
$100K - $120K
|
30.4K
$1.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 13.31% |
$101K - $120K
|
13.5K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-2.09K- 55.24% |
$101K - $121K
|
1.69K
$99.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-2.11K- 6.75% |
$102K - $122K
|
29.1K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.12K- 3.31% |
$103K - $123K
|
62.1K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
SELL
|
- |
-2.13K- 26.45% |
$103K - $123K
|
5.92K
$348K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-2.14K- 10.49% |
$104K - $124K
|
18.3K
$1.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2.14K- 34.88% |
$104K - $124K
|
4K
$236K
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2.15K- 9.47% |
$104K - $124K
|
20.5K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.15K- 5.1% |
$104K - $125K
|
40.1K
$2.36M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.16K- 3.33% |
$105K - $125K
|
62.7K
$3.69M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.16K- 10.01% |
$105K - $125K
|
19.4K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-2.17K- 15.35% |
$105K - $126K
|
12K
$705K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-2.2K- 27.6% |
$107K - $127K
|
5.77K
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.2K- 21.28% |
$107K - $127K
|
8.14K
$479K
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.23K- 12.82% |
$108K - $129K
|
15.1K
$890K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-2.24K- 7.7% |
$109K - $130K
|
26.9K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.25K- 16.93% |
$109K - $130K
|
11K
$649K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.25K- 23.63% |
$109K - $130K
|
7.27K
$428K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-2.25K- 18.11% |
$109K - $130K
|
10.2K
$599K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-2.27K- 10.22% |
$110K - $131K
|
19.9K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.27K- 2.26% |
$110K - $131K
|
97.9K
$5.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.27K- 16.91% |
$110K - $131K
|
11.2K
$657K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.3K- 0.51% |
$111K - $133K
|
447K
$26.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.33K- 57.08% |
$113K - $135K
|
1.75K
$103K
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-2.35K- 8.81% |
$114K - $136K
|
24.3K
$1.43M
|