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 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
2.88K+ 33.56% |
$138K - $157K
|
11.5K
$551K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.86K+ 24.26% |
$137K - $156K
|
14.7K
$704K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
2.84K+ 2.55% |
$136K - $154K
|
114K
$5.47M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.82K+ 2.24% |
$135K - $153K
|
129K
$6.19M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
2.79K+ 3.04% |
$134K - $152K
|
94.4K
$4.54M
|
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.78K+ 12.95% |
$133K - $151K
|
24.2K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.77K+ 6.97% |
$133K - $151K
|
42.5K
$2.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
2.74K+ 10.41% |
$132K - $149K
|
29.1K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
2.74K+ 37.51% |
$132K - $149K
|
10.1K
$483K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
2.72K+ 10.71% |
$130K - $148K
|
28.1K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.71K+ 17.5% |
$130K - $147K
|
18.2K
$873K
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
BUY
|
- |
2.7K+ 2.7% |
$130K - $147K
|
103K
$4.94M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.69K+ 0.35% |
$129K - $147K
|
780K
$37.5M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.69K+ 38.1% |
$129K - $146K
|
9.75K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.64KNew |
$127K - $144K
|
2.64K
$127K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.63K+ 8.64% |
$126K - $143K
|
33.1K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.62K+ 2.34% |
$126K - $143K
|
115K
$5.51M
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
2.62K+ 2.34% |
$126K - $143K
|
115K
$5.51M
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.62K+ 9.86% |
$126K - $142K
|
29.2K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.61K+ 28.33% |
$125K - $142K
|
11.8K
$569K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.57K+ 11.59% |
$123K - $140K
|
24.8K
$1.19M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.55K+ 10.71% |
$122K - $139K
|
26.4K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.55K+ 45.84% |
$122K - $139K
|
8.1K
$389K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
2.54K+ 13.05% |
$122K - $138K
|
22K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
2.53K+ 11.38% |
$121K - $138K
|
24.8K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2.52K+ 3.38% |
$121K - $137K
|
77.2K
$3.71M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.52K+ 14.28% |
$121K - $137K
|
20.2K
$969K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.49K+ 2.8% |
$119K - $135K
|
91.5K
$4.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.44K+ 14.03% |
$117K - $133K
|
19.9K
$954K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
2.43K+ 36.27% |
$117K - $132K
|
9.15K
$440K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
2.43KNew |
$117K - $132K
|
2.43K
$117K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 94.92% |
$117K - $132K
|
4.99K
$240K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.43K+ 2.47% |
$116K - $132K
|
101K
$4.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.4K+ 21.57% |
$115K - $131K
|
13.5K
$650K
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
2.39K+ 8.8% |
$114K - $130K
|
29.5K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.37K+ 35.41% |
$114K - $129K
|
9.07K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
2.35K+ 11.36% |
$113K - $128K
|
23K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.34K+ 5.78% |
$112K - $128K
|
42.9K
$2.06M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.34K+ 3.45% |
$112K - $127K
|
70K
$3.36M
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
2.33K+ 13.09% |
$112K - $126K
|
20.1K
$966K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.32K+ 1.04% |
$111K - $126K
|
226K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.31K+ 15.95% |
$111K - $125K
|
16.8K
$805K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.28K+ 10.42% |
$110K - $124K
|
24.2K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.26K+ 33.07% |
$108K - $123K
|
9.09K
$437K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.23K+ 4.96% |
$107K - $121K
|
47.2K
$2.27M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.22K+ 12.94% |
$107K - $121K
|
19.4K
$933K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
2.21K+ 5.41% |
$106K - $120K
|
42.9K
$2.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.2K+ 14.41% |
$105K - $120K
|
17.4K
$839K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.19K+ 22.41% |
$105K - $119K
|
12K
$576K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
2.17K+ 28.92% |
$104K - $118K
|
9.65K
$464K
|