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 |
---|---|---|---|---|---|---|---|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-724- 2.44% |
$34.7K - $39.4K
|
29K
$1.39M
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-725- 3.6% |
$34.8K - $39.4K
|
19.4K
$932K
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-730- 13.7% |
$35K - $39.7K
|
4.6K
$221K
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-742- 1.02% |
$35.6K - $40.4K
|
71.7K
$3.44M
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-749- 3.58% |
$35.9K - $40.7K
|
20.2K
$968K
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-750- 14.8% |
$36K - $40.8K
|
4.32K
$207K
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-750- 15.42% |
$36K - $40.8K
|
4.12K
$198K
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-751- 17.47% |
$36K - $40.9K
|
3.55K
$170K
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-751- 5.87% |
$36K - $40.9K
|
12K
$578K
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-755- 16.45% |
$36.2K - $41.1K
|
3.84K
$184K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-757- 0.91% |
$36.3K - $41.2K
|
82.1K
$3.94M
|
|
Apr 15, 2024
Q1 2024
|
Exeter Financial, LLC
|
SELL
|
- |
-758- 14.71% |
$36.4K - $41.2K
|
4.4K
$211K
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-775- 1.78% |
$37.2K - $42.2K
|
42.7K
$2.05M
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-785- 12.68% |
$37.7K - $42.7K
|
5.4K
$260K
|
|
Apr 26, 2024
Q1 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-800- 5.35% |
$38.4K - $43.5K
|
14.2K
$680K
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-800- 4.96% |
$38.4K - $43.5K
|
15.3K
$735K
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-805- 15.16% |
$38.6K - $43.8K
|
4.51K
$216K
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-815- 7.58% |
$39.1K - $44.3K
|
9.94K
$477K
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-826- 4.95% |
$39.6K - $44.9K
|
15.9K
$762K
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-830- 37.32% |
$39.8K - $45.2K
|
1.39K
$66.9K
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-840- 10.49% |
$40.3K - $45.7K
|
7.17K
$344K
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-845- 10.81% |
$40.5K - $46K
|
6.97K
$335K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-846- 5.95% |
$40.6K - $46K
|
13.4K
$643K
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-850- 7.7% |
$40.8K - $46.2K
|
10.2K
$489K
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-855- 10.81% |
$41K - $46.5K
|
7.06K
$339K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-855- 7.01% |
$41K - $46.5K
|
11.3K
$545K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-857- 2.6% |
$41.1K - $46.6K
|
32.2K
$1.54M
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-870- 5.24% |
$41.7K - $47.3K
|
15.7K
$755K
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-876- 8.21% |
$42K - $47.7K
|
9.79K
$470K
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-877- 8.65% |
$42.1K - $47.7K
|
9.27K
$445K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-885- 17.61% |
$42.5K - $48.1K
|
4.14K
$199K
|
|
May 09, 2024
Q1 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-891- 2.52% |
$42.8K - $48.5K
|
34.4K
$1.65M
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-897- 10.31% |
$43K - $48.8K
|
7.8K
$375K
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-900- 59.6% |
$43.2K - $49K
|
610
$29.3K
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-906- 6.41% |
$43.5K - $49.3K
|
13.2K
$635K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-918- 1.32% |
$44K - $49.9K
|
68.4K
$3.29M
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-920- 4.05% |
$44.1K - $50K
|
21.8K
$1.05M
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-932- 1.86% |
$44.7K - $50.7K
|
49.1K
$2.36M
|
|
Apr 23, 2024
Q1 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-938- 15.33% |
$45K - $51K
|
5.18K
$249K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-949- 6.46% |
$45.5K - $51.6K
|
13.7K
$660K
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-950- 8.03% |
$45.6K - $51.7K
|
10.9K
$522K
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-952- 8.29% |
$45.7K - $51.8K
|
10.5K
$506K
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-965- 8.35% |
$46.3K - $52.5K
|
10.6K
$508K
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-973- 3.85% |
$46.7K - $52.9K
|
24.3K
$1.17M
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-974- 0.86% |
$46.7K - $53K
|
112K
$5.38M
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-974- 12.34% |
$46.7K - $53K
|
6.92K
$332K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-977- 48.9% |
$46.9K - $53.1K
|
1.02K
$49K
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-981- 13.81% |
$47.1K - $53.4K
|
6.12K
$294K
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-992- 58.63% |
$47.6K - $54K
|
700
$33.6K
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-999- 5.95% |
$47.9K - $54.3K
|
15.8K
$758K
|