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
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.15K- 14.33% |
$153K - $182K
|
18.9K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-3.16K- 4.17% |
$153K - $183K
|
72.5K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.16K- 6.12% |
$153K - $183K
|
48.4K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-3.17K- 40.55% |
$154K - $183K
|
4.65K
$274K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-3.2K- 22.02% |
$155K - $185K
|
11.3K
$666K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-3.2K- 21.07% |
$155K - $185K
|
12K
$705K
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-3.2K- 15.07% |
$155K - $185K
|
18K
$1.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.21K- 34.96% |
$156K - $186K
|
5.97K
$351K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.23K- 29.74% |
$157K - $187K
|
7.63K
$449K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.26K- 18.22% |
$158K - $188K
|
14.6K
$861K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-3.29K- 29.11% |
$159K - $190K
|
8.01K
$471K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.29K- 20.38% |
$160K - $191K
|
12.9K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.32K- 10.54% |
$161K - $192K
|
28.2K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3.32K- 92.46% |
$161K - $192K
|
271
$16K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-3.33K- 5.08% |
$161K - $193K
|
62.3K
$3.67M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-3.33K- 10.53% |
$162K - $193K
|
28.3K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.34K- 2.06% |
$162K - $193K
|
159K
$9.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-3.34K- 18.25% |
$162K - $193K
|
15K
$880K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.34K- 16.97% |
$162K - $193K
|
16.3K
$962K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.35K- 2.57% |
$162K - $194K
|
127K
$7.48M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-3.37K- 20.31% |
$163K - $195K
|
13.2K
$778K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
SELL
|
- |
-3.37K- 18.68% |
$163K - $195K
|
14.7K
$864K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.39K- 2.22% |
$164K - $196K
|
149K
$8.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.41K- 2.1% |
$165K - $197K
|
159K
$9.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.41K- 4.96% |
$165K - $197K
|
65.4K
$3.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.44K- 3.97% |
$167K - $199K
|
83.2K
$4.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.47K- 11.5% |
$168K - $201K
|
26.7K
$1.57M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-3.47K- 43.99% |
$168K - $201K
|
4.42K
$260K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.47K- 29.55% |
$168K - $201K
|
8.28K
$487K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-3.48K- 3.28% |
$169K - $201K
|
103K
$6.03M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-3.48K- 34.17% |
$169K - $201K
|
6.71K
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.53K- 11.79% |
$171K - $204K
|
26.4K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.56K- 4.3% |
$172K - $206K
|
79.1K
$4.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.6K- 10.0% |
$174K - $208K
|
32.3K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.61K- 4.18% |
$175K - $209K
|
82.8K
$4.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-3.62K- 7.45% |
$176K - $210K
|
45K
$2.65M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.63K- 33.28% |
$176K - $210K
|
7.27K
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.65K- 2.58% |
$177K - $211K
|
138K
$8.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-3.65K- 15.35% |
$177K - $211K
|
20.1K
$1.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-3.67KClosed |
$178K - $212K
|
0
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.68K- 10.47% |
$178K - $213K
|
31.4K
$1.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-3.68K- 40.55% |
$178K - $213K
|
5.39K
$317K
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-3.69K- 5.64% |
$179K - $213K
|
61.7K
$3.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-3.69K- 14.66% |
$179K - $213K
|
21.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-3.75K- 1.16% |
$182K - $217K
|
320K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-3.78K- 4.48% |
$183K - $218K
|
80.5K
$4.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-3.78K- 6.39% |
$183K - $218K
|
55.3K
$3.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.85K- 14.53% |
$187K - $223K
|
22.7K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.86K- 27.99% |
$187K - $223K
|
9.93K
$585K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-3.88K- 15.29% |
$188K - $224K
|
21.5K
$1.27M
|