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 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.52K+ 5.06% |
$73K - $82.8K
|
31.6K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.49K+ 32.07% |
$71.6K - $81.2K
|
6.15K
$287K
|
|
|
Apr 25, 2024
Q1 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
1.48K+ 2.01% |
$71.2K - $80.7K
|
75.3K
$3.51M
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.48K+ 4.99% |
$71.2K - $80.7K
|
31.2K
$1.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.48K+ 9.44% |
$70.9K - $80.4K
|
17.1K
$800K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1.47K+ 20.65% |
$70.7K - $80.1K
|
8.61K
$402K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
1.47K+ 12.43% |
$70.4K - $79.8K
|
13.3K
$619K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.46K+ 7.43% |
$70.2K - $79.6K
|
21.2K
$988K
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1.45K+ 22.93% |
$69.3K - $78.6K
|
7.75K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.43K+ 5.51% |
$68.6K - $77.8K
|
27.4K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.43K+ 30.73% |
$68.5K - $77.6K
|
6.07K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.41K+ 2.5% |
$67.6K - $76.6K
|
57.8K
$2.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.4K+ 14.49% |
$67.3K - $76.3K
|
11.1K
$518K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
BUY
|
- |
1.38K+ 3.89% |
$66.3K - $75.1K
|
36.8K
$1.72M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.37K+ 5.89% |
$65.5K - $74.3K
|
24.6K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.35K+ 0.85% |
$65K - $73.7K
|
160K
$7.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.32K+ 4.29% |
$63.4K - $71.9K
|
32.1K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.32K+ 11.92% |
$63.1K - $71.6K
|
12.4K
$577K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.31K+ 23.44% |
$62.9K - $71.3K
|
6.9K
$322K
|
|
|
May 06, 2024
Q1 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
1.31K+ 4.5% |
$62.8K - $71.2K
|
30.4K
$1.42M
|
|
|
Jun 30, 2025
Q1 2024
|
Birchview Capital, LP
Burlington, VT |
BUY
|
- |
1.31K+ 0.19% |
$62.8K - $71.2K
|
704K
$32.9M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
1.3K+ 4.22% |
$62.2K - $70.6K
|
32K
$1.49M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.29K+ 204.59% |
$62K - $70.3K
|
1.93K
$89.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 8.42% |
$61.6K - $69.8K
|
16.5K
$772K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.28K+ 18.76% |
$61.4K - $69.6K
|
8.1K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.28K+ 7.56% |
$61.4K - $69.6K
|
18.2K
$850K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.28K+ 8.23% |
$61.3K - $69.5K
|
16.8K
$784K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.27KNew |
$61.1K - $69.3K
|
1.27K
$59.4K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.27K+ 15.6% |
$60.9K - $69.1K
|
9.41K
$439K
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.26K+ 13.93% |
$60.5K - $68.5K
|
10.3K
$481K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.25K+ 8.75% |
$60K - $68K
|
15.5K
$725K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.24K+ 15.55% |
$59.4K - $67.4K
|
9.21K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
1.22K+ 0.21% |
$58.7K - $66.5K
|
591K
$27.6M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.21K+ 141.54% |
$58.2K - $66K
|
2.07K
$96.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.21K+ 14.71% |
$58.2K - $65.9K
|
9.45K
$441K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
1.2K+ 1.94% |
$57.7K - $65.4K
|
63.3K
$2.95M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.2K+ 48.31% |
$57.5K - $65.2K
|
3.68K
$172K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
1.18K+ 2.73% |
$56.8K - $64.4K
|
44.6K
$2.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.18K+ 5.96% |
$56.7K - $64.2K
|
21K
$980K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.17K+ 4.58% |
$56.2K - $63.7K
|
26.7K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.17K+ 3.68% |
$56.1K - $63.6K
|
32.9K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.16K+ 2.33% |
$55.6K - $63K
|
50.9K
$2.38M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.16K+ 3.69% |
$55.6K - $63K
|
32.6K
$1.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.14K+ 12.6% |
$54.8K - $62.1K
|
10.2K
$477K
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.14K+ 1.95% |
$54.5K - $61.8K
|
59.4K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.14K+ 2.75% |
$54.5K - $61.7K
|
42.5K
$1.98M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.13KNew |
$54.4K - $61.7K
|
1.13K
$52.9K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
1.12K+ 12.32% |
$53.8K - $61K
|
10.2K
$478K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.12K+ 9.09% |
$53.7K - $60.9K
|
13.4K
$627K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.1KNew |
$53K - $60.1K
|
1.1K
$51.5K
|