Purchases and Sales Made in Q1 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
3.7KNew |
$178K - $201K
|
3.7K
$207K
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.7KNew |
$178K - $201K
|
3.7K
$207K
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.7KNew |
$178K - $201K
|
3.7K
$207K
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.68K+ 45.46% |
$177K - $200K
|
11.8K
$658K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.65K+ 9.8% |
$175K - $199K
|
40.9K
$2.29M
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
3.65K+ 80.22% |
$175K - $199K
|
8.2K
$458K
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
3.63K+ 1.56% |
$174K - $198K
|
236K
$13.2M
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
3.58K+ 30.34% |
$172K - $195K
|
15.4K
$860K
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
3.56K+ 4.43% |
$171K - $194K
|
84K
$4.69M
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
3.53K+ 1.93% |
$169K - $192K
|
186K
$10.4M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3.52K+ 9.73% |
$169K - $191K
|
39.7K
$2.21M
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.47K+ 50.11% |
$166K - $188K
|
10.4K
$580K
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
3.45K+ 11.62% |
$166K - $188K
|
33.2K
$1.85M
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
3.35K+ 1.28% |
$161K - $182K
|
264K
$14.8M
|
|
May 15, 2024
Q1 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
3.35K+ 69.47% |
$161K - $182K
|
8.17K
$456K
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.35K+ 77.24% |
$161K - $182K
|
7.68K
$429K
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
3.32K+ 15.0% |
$159K - $181K
|
25.4K
$1.42M
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.31K+ 12.31% |
$159K - $180K
|
30.2K
$1.69M
|
|
Apr 23, 2024
Q1 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
3.29K+ 2.49% |
$158K - $179K
|
135K
$7.54M
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
3.28K+ 1.36% |
$157K - $179K
|
244K
$13.6M
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
3.28KNew |
$157K - $179K
|
3.28K
$183K
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
3.28K+ 9.38% |
$157K - $178K
|
38.2K
$2.13M
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
3.27K+ 6.11% |
$157K - $178K
|
56.7K
$3.17M
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
3.23K+ 15.19% |
$155K - $176K
|
24.5K
$1.37M
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
3.21K+ 1.54% |
$154K - $174K
|
211K
$11.8M
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3.2K+ 7.59% |
$154K - $174K
|
45.4K
$2.53M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.17K+ 26.52% |
$152K - $172K
|
15.1K
$844K
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
BUY
|
- |
3.15K+ 8.06% |
$151K - $171K
|
42.1K
$2.35M
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.14K+ 28.05% |
$151K - $171K
|
14.3K
$800K
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.11KNew |
$149K - $169K
|
3.11K
$174K
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
BUY
|
- |
3.09K+ 12.55% |
$148K - $168K
|
27.7K
$1.55M
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.08K+ 14.1% |
$148K - $168K
|
24.9K
$1.39M
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
3.07K+ 7.66% |
$147K - $167K
|
43.1K
$2.41M
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
BUY
|
- |
3.06K+ 29.23% |
$147K - $166K
|
13.5K
$755K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.05K+ 7.66% |
$146K - $166K
|
42.9K
$2.39M
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.04K+ 12.74% |
$146K - $165K
|
26.9K
$1.5M
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3.03K+ 50.27% |
$145K - $165K
|
9.04K
$505K
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3KNew |
$144K - $163K
|
3K
$167K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.98K+ 2.83% |
$143K - $162K
|
108K
$6.04M
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.96K+ 151.1% |
$142K - $161K
|
4.92K
$275K
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
2.96K+ 501.69% |
$142K - $161K
|
3.55K
$198K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.92K+ 15.5% |
$140K - $159K
|
21.8K
$1.22M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.9K+ 3.72% |
$139K - $157K
|
80.6K
$4.5M
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
2.89K+ 40.83% |
$138K - $157K
|
9.96K
$556K
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.88K+ 9.36% |
$138K - $157K
|
33.7K
$1.88M
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
2.88K+ 33.56% |
$138K - $157K
|
11.5K
$640K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.86K+ 24.26% |
$137K - $156K
|
14.7K
$818K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.84K+ 2.55% |
$136K - $154K
|
114K
$6.36M
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.82K+ 2.24% |
$135K - $153K
|
129K
$7.19M
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.79K+ 3.04% |
$134K - $152K
|
94.4K
$5.27M
|