Purchases and Sales Made in Q3 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
419+ 2.38% |
$16.6K - $21.7K
|
18.1K
$843K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
419+ 0.64% |
$16.6K - $21.7K
|
66.1K
$3.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
408+ 7.54% |
$16.2K - $21.1K
|
5.82K
$272K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
405+ 1.83% |
$16.1K - $21K
|
22.6K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
402+ 35.45% |
$15.9K - $20.8K
|
1.54K
$71.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
401+ 1.61% |
$15.9K - $20.8K
|
25.3K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
400+ 3.81% |
$15.9K - $20.7K
|
10.9K
$509K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 3.72% |
$15.9K - $20.7K
|
11.1K
$520K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
400New |
$15.9K - $20.7K
|
400
$18.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400New |
$15.9K - $20.7K
|
400
$18.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
395+ 0.89% |
$15.7K - $20.4K
|
45K
$2.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
393+ 3.96% |
$15.6K - $20.3K
|
10.3K
$481K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
386+ 0.56% |
$15.3K - $20K
|
69K
$3.22M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
382+ 0.57% |
$15.2K - $19.8K
|
67.2K
$3.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
371+ 6.85% |
$14.7K - $19.2K
|
5.79K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
370+ 0.4% |
$14.7K - $19.1K
|
93.7K
$4.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
357+ 3.89% |
$14.2K - $18.5K
|
9.54K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
356+ 9.15% |
$14.1K - $18.4K
|
4.25K
$198K
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
355+ 1.69% |
$14.1K - $18.4K
|
21.3K
$995K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
353+ 5.9% |
$14K - $18.3K
|
6.33K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
350+ 6.55% |
$13.9K - $18.1K
|
5.7K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
349+ 1.7% |
$13.8K - $18.1K
|
20.8K
$973K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
348New |
$13.8K - $18K
|
348
$16.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
344+ 47.58% |
$13.6K - $17.8K
|
1.07K
$49.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
334+ 2.27% |
$13.2K - $17.3K
|
15.1K
$703K
|
|
|
Apr 28, 2025
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
330+ 3.19% |
$13.1K - $17.1K
|
10.7K
$498K
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
323+ 2.71% |
$12.8K - $16.7K
|
12.2K
$571K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
323+ 3.15% |
$12.8K - $16.7K
|
10.6K
$494K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
321+ 1.09% |
$12.7K - $16.6K
|
29.7K
$1.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
317+ 4.33% |
$12.6K - $16.4K
|
7.64K
$357K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
312+ 7.26% |
$12.4K - $16.1K
|
4.61K
$215K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
312+ 5.01% |
$12.4K - $16.1K
|
6.54K
$305K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
305+ 2.52% |
$12.1K - $15.8K
|
12.4K
$579K
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
300+ 2.26% |
$11.9K - $15.5K
|
13.6K
$633K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
290New |
$11.5K - $15K
|
290
$13.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
285+ 2.03% |
$11.3K - $14.7K
|
14.3K
$668K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
278New |
$11K - $14.4K
|
278
$13K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
276+ 0.53% |
$10.9K - $14.3K
|
52.3K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
267+ 1.56% |
$10.6K - $13.8K
|
17.4K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
263+ 24.11% |
$10.4K - $13.6K
|
1.35K
$63.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
262+ 2.28% |
$10.4K - $13.6K
|
11.8K
$549K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
259+ 0.28% |
$10.3K - $13.4K
|
94.2K
$4.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
258+ 0.89% |
$10.2K - $13.4K
|
29.1K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
258+ 9.76% |
$10.2K - $13.4K
|
2.9K
$135K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
255+ 2.04% |
$10.1K - $13.2K
|
12.7K
$595K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
252+ 5.04% |
$9.99K - $13K
|
5.25K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
250+ 1.23% |
$9.92K - $12.9K
|
20.6K
$963K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
249+ 15.62% |
$9.88K - $12.9K
|
1.84K
$86K
|
|
|
Nov 04, 2024
Q3 2024
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
249+ 1.26% |
$9.88K - $12.9K
|
20K
$936K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
247+ 4.83% |
$9.8K - $12.8K
|
5.36K
$250K
|