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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
242+ 1.89% |
$9.6K - $12.5K
|
13.1K
$610K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
240+ 0.22% |
$9.52K - $12.4K
|
112K
$5.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
239+ 0.16% |
$9.48K - $12.4K
|
151K
$7.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Edmp, Inc.
|
BUY
|
- |
238+ 0.58% |
$9.44K - $12.3K
|
41.4K
$1.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
236+ 3.78% |
$9.36K - $12.2K
|
6.48K
$303K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
235+ 2.94% |
$9.32K - $12.2K
|
8.22K
$384K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
235+ 1.52% |
$9.32K - $12.2K
|
15.6K
$731K
|
|
|
Oct 16, 2024
Q3 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
230+ 0.95% |
$9.12K - $11.9K
|
24.5K
$1.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
225+ 2.39% |
$8.92K - $11.6K
|
9.66K
$451K
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
222+ 0.91% |
$8.8K - $11.5K
|
24.7K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
221+ 0.22% |
$8.76K - $11.4K
|
103K
$4.79M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
218+ 0.28% |
$8.65K - $11.3K
|
77.5K
$3.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
218+ 1.28% |
$8.65K - $11.3K
|
17.2K
$804K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
215+ 2.13% |
$8.53K - $11.1K
|
10.3K
$480K
|
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
212+ 3.49% |
$8.41K - $11K
|
6.28K
$293K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
206+ 3.82% |
$8.17K - $10.7K
|
5.6K
$261K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
203+ 1.64% |
$8.05K - $10.5K
|
12.6K
$586K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
202New |
$8.01K - $10.5K
|
202
$9.43K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
200New |
$7.93K - $10.4K
|
200
$9.34K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
198+ 3.45% |
$7.85K - $10.2K
|
5.94K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
197+ 31.57% |
$7.81K - $10.2K
|
821
$38.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
192New |
$7.61K - $9.94K
|
192
$8.96K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
192+ 2.32% |
$7.61K - $9.94K
|
8.47K
$395K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
191+ 10.89% |
$7.58K - $9.88K
|
1.95K
$90.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
190+ 0.4% |
$7.54K - $9.83K
|
48.2K
$2.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
189+ 39.79% |
$7.5K - $9.78K
|
664
$31K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
187+ 61.31% |
$7.42K - $9.68K
|
492
$23K
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
186+ 3.3% |
$7.38K - $9.63K
|
5.82K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
183+ 1.83% |
$7.26K - $9.47K
|
10.2K
$475K
|
|
|
Nov 04, 2024
Q3 2024
|
Meridian Management CO
|
BUY
|
- |
182+ 0.65% |
$7.22K - $9.42K
|
28.3K
$1.32M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
181+ 3.7% |
$7.18K - $9.37K
|
5.07K
$237K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
177+ 3.54% |
$7.02K - $9.16K
|
5.18K
$242K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
175+ 21.08% |
$6.94K - $9.06K
|
1.01K
$46.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
173+ 1.17% |
$6.86K - $8.95K
|
15K
$699K
|
|
|
Oct 04, 2024
Q3 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
165+ 0.36% |
$6.54K - $8.54K
|
46.6K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
160+ 1.65% |
$6.35K - $8.28K
|
9.87K
$461K
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
159+ 0.78% |
$6.31K - $8.23K
|
20.6K
$963K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
159+ 32.12% |
$6.31K - $8.23K
|
654
$30.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
152New |
$6.03K - $7.87K
|
152
$7.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
150+ 1.48% |
$5.95K - $7.76K
|
10.3K
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
139+ 1.28% |
$5.51K - $7.19K
|
11K
$513K
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
133+ 2.59% |
$5.27K - $6.88K
|
5.27K
$246K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
120+ 3.87% |
$4.76K - $6.21K
|
3.22K
$150K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
117+ 6.21% |
$4.64K - $6.05K
|
2K
$93.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
117+ 0.65% |
$4.64K - $6.05K
|
18.2K
$849K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
117+ 1.08% |
$4.64K - $6.05K
|
10.9K
$511K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
116+ 1.84% |
$4.6K - $6K
|
6.41K
$299K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
115+ 1.47% |
$4.56K - $5.95K
|
7.94K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
112+ 8.37% |
$4.44K - $5.8K
|
1.45K
$67.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
107+ 20.38% |
$4.24K - $5.54K
|
632
$29.5K
|