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 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
200+ 4.51% |
$9.6K - $10.9K
|
4.63K
$216K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
200+ 1.94% |
$9.6K - $10.9K
|
10.5K
$491K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
200+ 0.89% |
$9.6K - $10.9K
|
22.8K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
199+ 2.38% |
$9.55K - $10.8K
|
8.56K
$400K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
196+ 3.36% |
$9.4K - $10.7K
|
6.04K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
196+ 8.01% |
$9.4K - $10.7K
|
2.64K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
195New |
$9.36K - $10.6K
|
195
$9.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
191+ 22.71% |
$9.16K - $10.4K
|
1.03K
$48.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
190New |
$9.12K - $10.3K
|
190
$8.87K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
184+ 0.42% |
$8.83K - $10K
|
44.4K
$2.07M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
174New |
$8.35K - $9.47K
|
174
$8.12K
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
172+ 3.75% |
$8.25K - $9.36K
|
4.76K
$222K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
168+ 175.0% |
$8.06K - $9.14K
|
264
$12.3K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
166+ 2.49% |
$7.96K - $9.03K
|
6.83K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
166+ 4.31% |
$7.96K - $9.03K
|
4.02K
$188K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
161+ 0.25% |
$7.72K - $8.76K
|
64.6K
$3.01M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
160New |
$7.68K - $8.7K
|
160
$7.47K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
159+ 3.05% |
$7.63K - $8.65K
|
5.38K
$251K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
158+ 0.35% |
$7.58K - $8.6K
|
45.7K
$2.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
158+ 0.61% |
$7.58K - $8.6K
|
26.1K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
156+ 0.02% |
$7.48K - $8.49K
|
769K
$35.9M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
152+ 3.87% |
$7.29K - $8.27K
|
4.08K
$191K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
150+ 3.07% |
$7.2K - $8.16K
|
5.04K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150+ 1.15% |
$7.2K - $8.16K
|
13.2K
$616K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
150+ 1.46% |
$7.2K - $8.16K
|
10.4K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
147+ 1.47% |
$7.05K - $8K
|
10.2K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
142+ 1.19% |
$6.81K - $7.72K
|
12K
$562K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
141+ 3.28% |
$6.77K - $7.67K
|
4.44K
$207K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
141+ 1281.82% |
$6.77K - $7.67K
|
152
$7.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
139+ 0.47% |
$6.67K - $7.56K
|
29.6K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
135New |
$6.48K - $7.34K
|
135
$6.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
133+ 29.69% |
$6.38K - $7.24K
|
581
$27.1K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
132New |
$6.33K - $7.18K
|
132
$6.16K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
127+ 1.07% |
$6.09K - $6.91K
|
12K
$560K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
126+ 0.95% |
$6.05K - $6.85K
|
13.3K
$622K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
124+ 0.43% |
$5.95K - $6.75K
|
29K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
123+ 0.97% |
$5.9K - $6.69K
|
12.8K
$595K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
122+ 1.12% |
$5.85K - $6.64K
|
11.1K
$516K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
121+ 2.0% |
$5.81K - $6.58K
|
6.16K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
121+ 1.15% |
$5.81K - $6.58K
|
10.7K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
119+ 13.81% |
$5.71K - $6.47K
|
981
$45.8K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
117+ 1.41% |
$5.61K - $6.36K
|
8.42K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
114+ 0.85% |
$5.47K - $6.2K
|
13.5K
$631K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
112+ 19.11% |
$5.37K - $6.09K
|
698
$32.6K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
112+ 1.11% |
$5.37K - $6.09K
|
10.2K
$478K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
109+ 2.0% |
$5.23K - $5.93K
|
5.55K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
109+ 1.16% |
$5.23K - $5.93K
|
9.48K
$443K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
107+ 0.13% |
$5.13K - $5.82K
|
81.7K
$3.82M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
105+ 0.2% |
$5.04K - $5.71K
|
52.6K
$2.46M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
104+ 2.18% |
$4.99K - $5.66K
|
4.88K
$228K
|