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 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-9.5KClosed |
$461K - $550K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-9.63K- 15.11% |
$467K - $557K
|
54.1K
$3.18M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-9.63K- 23.81% |
$467K - $557K
|
30.8K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-9.66K- 19.24% |
$468K - $559K
|
40.5K
$2.39M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-9.68K- 15.64% |
$469K - $560K
|
52.2K
$3.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-9.7K- 36.87% |
$470K - $561K
|
16.6K
$977K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-9.72K- 59.32% |
$471K - $562K
|
6.67K
$392K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-9.73K- 8.18% |
$472K - $563K
|
109K
$6.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-9.9K- 34.1% |
$480K - $572K
|
19.1K
$1.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-9.94K- 19.55% |
$482K - $575K
|
40.9K
$2.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9.98K- 22.64% |
$484K - $577K
|
34.1K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-10K- 16.74% |
$485K - $578K
|
49.7K
$2.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10K- 30.62% |
$487K - $581K
|
22.7K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-10.2K- 12.32% |
$493K - $589K
|
72.4K
$4.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-10.3K- 1.66% |
$497K - $593K
|
609K
$35.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Amf Tjanstepension Ab
|
SELL
|
- |
-10.3K- 1.92% |
$500K - $596K
|
526K
$31M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-10.3K- 42.79% |
$500K - $597K
|
13.8K
$812K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-10.3K- 9.41% |
$501K - $598K
|
99.6K
$5.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10.4K- 25.4% |
$505K - $602K
|
30.6K
$1.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-10.4K- 34.46% |
$505K - $602K
|
19.8K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-10.5K- 14.61% |
$507K - $605K
|
61.1K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-10.6K- 32.03% |
$516K - $616K
|
22.6K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.7K- 20.97% |
$516K - $616K
|
40.1K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-10.7K- 42.53% |
$519K - $619K
|
14.5K
$851K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-10.9K- 45.45% |
$530K - $632K
|
13.1K
$772K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-11K- 46.37% |
$534K - $637K
|
12.7K
$750K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
SELL
|
- |
-11K- 30.79% |
$535K - $639K
|
24.8K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-11.2K- 38.44% |
$544K - $650K
|
18K
$1.06M
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-11.3K- 1.98% |
$546K - $652K
|
558K
$32.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-11.3K- 28.59% |
$549K - $655K
|
28.3K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-11.3K- 28.42% |
$549K - $656K
|
28.5K
$1.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-11.4K- 42.58% |
$550K - $657K
|
15.3K
$901K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-11.4K- 6.02% |
$552K - $659K
|
178K
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-11.5K- 52.0% |
$556K - $664K
|
10.6K
$624K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-11.5K- 41.36% |
$557K - $665K
|
16.3K
$959K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-11.5K- 69.5% |
$558K - $665K
|
5.05K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-11.5K- 2.67% |
$560K - $668K
|
420K
$24.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11.6K- 36.43% |
$561K - $670K
|
20.2K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-11.6K- 62.23% |
$564K - $673K
|
7.06K
$415K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-11.7K- 18.12% |
$567K - $677K
|
52.9K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.7K- 9.14% |
$568K - $678K
|
117K
$6.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-11.8K- 11.49% |
$574K - $685K
|
91.2K
$5.37M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-12K- 51.24% |
$581K - $694K
|
11.4K
$672K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-12.1K- 7.46% |
$586K - $699K
|
150K
$8.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-12.3K- 17.86% |
$595K - $710K
|
56.4K
$3.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.3K- 15.54% |
$596K - $711K
|
66.8K
$3.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-12.6K- 37.23% |
$611K - $729K
|
21.3K
$1.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-12.8K- 42.95% |
$621K - $742K
|
17K
$1M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
SELL
|
- |
-12.9K- 95.62% |
$624K - $745K
|
590
$34.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-13K- 19.47% |
$632K - $754K
|
53.9K
$3.17M
|