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 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.35K- 10.83% |
$114K - $136K
|
19.3K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.37K- 21.79% |
$115K - $137K
|
8.52K
$501K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.39K- 18.11% |
$116K - $138K
|
10.8K
$636K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.4K- 12.36% |
$116K - $139K
|
17K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-2.4K- 18.93% |
$116K - $139K
|
10.3K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-2.43K- 15.39% |
$118K - $141K
|
13.4K
$787K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.45K- 9.33% |
$119K - $142K
|
23.8K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.48K- 8.03% |
$120K - $143K
|
28.4K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.49K- 5.34% |
$121K - $144K
|
44.1K
$2.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.5K- 36.92% |
$121K - $145K
|
4.27K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2.52K- 11.26% |
$122K - $146K
|
19.9K
$1.17M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.53K- 30.57% |
$122K - $146K
|
5.74K
$338K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2.54K- 29.17% |
$123K - $147K
|
6.17K
$363K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.55K- 14.91% |
$123K - $147K
|
14.5K
$855K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.56K- 24.28% |
$124K - $148K
|
7.97K
$469K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-2.57K- 23.06% |
$125K - $149K
|
8.58K
$505K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.59K- 35.17% |
$126K - $150K
|
4.78K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.62K- 22.84% |
$127K - $152K
|
8.86K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.63K- 10.63% |
$128K - $152K
|
22.1K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.66K- 24.52% |
$129K - $154K
|
8.19K
$482K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.66K- 12.87% |
$129K - $154K
|
18K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.67K- 2.82% |
$129K - $154K
|
91.7K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.68K- 24.02% |
$130K - $155K
|
8.47K
$498K
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.77K- 26.26% |
$134K - $160K
|
7.77K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.79K- 4.11% |
$135K - $162K
|
65.1K
$3.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-2.8K- 15.04% |
$136K - $162K
|
15.8K
$933K
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.83K- 7.18% |
$137K - $163K
|
36.5K
$2.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-2.83K- 29.28% |
$137K - $164K
|
6.83K
$402K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.84K- 5.93% |
$137K - $164K
|
45K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-2.86K- 8.55% |
$139K - $165K
|
30.6K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.87K- 9.75% |
$139K - $166K
|
26.5K
$1.56M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-2.87K- 50.65% |
$139K - $166K
|
2.8K
$165K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.9K- 93.97% |
$141K - $168K
|
186
$10.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-2.91K- 4.17% |
$141K - $169K
|
67K
$3.94M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2.92K- 5.11% |
$142K - $169K
|
54.2K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-2.93K- 10.54% |
$142K - $170K
|
24.9K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.93K- 30.39% |
$142K - $170K
|
6.72K
$395K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-2.94K- 29.21% |
$143K - $170K
|
7.13K
$420K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-2.95K- 66.14% |
$143K - $171K
|
1.51K
$88.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3K- 6.45% |
$145K - $174K
|
43.5K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.02K- 13.43% |
$146K - $175K
|
19.5K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.02K- 21.93% |
$147K - $175K
|
10.8K
$634K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.03K- 6.21% |
$147K - $175K
|
45.8K
$2.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.06K- 60.93% |
$148K - $177K
|
1.96K
$115K
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-3.06K- 30.69% |
$148K - $177K
|
6.92K
$407K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.07K- 17.51% |
$149K - $177K
|
14.4K
$850K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.07K- 4.7% |
$149K - $178K
|
62.3K
$3.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-3.1K- 0.47% |
$150K - $179K
|
660K
$38.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-3.1K- 29.95% |
$150K - $179K
|
7.25K
$427K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-3.13K- 27.58% |
$152K - $181K
|
8.21K
$483K
|