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 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-613- 1.52% |
$24.3K - $31.7K
|
39.8K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-615- 18.56% |
$24.4K - $31.8K
|
2.7K
$126K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-624- 5.09% |
$24.7K - $32.3K
|
11.6K
$543K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-630- 0.36% |
$25K - $32.6K
|
173K
$8.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-630- 11.07% |
$25K - $32.6K
|
5.06K
$236K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
SELL
|
- |
-639- 2.32% |
$25.3K - $33.1K
|
26.9K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-642- 8.23% |
$25.5K - $33.2K
|
7.15K
$334K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-643- 2.69% |
$25.5K - $33.3K
|
23.2K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-649- 9.65% |
$25.7K - $33.6K
|
6.08K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-650- 10.21% |
$25.8K - $33.6K
|
5.71K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
SELL
|
- |
-655- 0.38% |
$26K - $33.9K
|
172K
$8.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Tcw Group Inc
|
SELL
|
- |
-664- 1.78% |
$26.3K - $34.4K
|
36.6K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-666- 22.07% |
$26.4K - $34.5K
|
2.35K
$110K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-667- 5.95% |
$26.5K - $34.5K
|
10.5K
$492K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-673- 2.91% |
$26.7K - $34.8K
|
22.5K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-675- 13.37% |
$26.8K - $34.9K
|
4.38K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-680- 4.9% |
$27K - $35.2K
|
13.2K
$617K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-695- 6.12% |
$27.6K - $36K
|
10.7K
$498K
|
|
|
Nov 01, 2024
Q3 2024
|
Homestead Advisers Corp
|
SELL
|
- |
-700- 0.08% |
$27.8K - $36.2K
|
925K
$43.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-700- 5.91% |
$27.8K - $36.2K
|
11.1K
$521K
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-704- 9.53% |
$27.9K - $36.4K
|
6.68K
$312K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-704- 2.65% |
$27.9K - $36.4K
|
25.8K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-713- 8.02% |
$28.3K - $36.9K
|
8.18K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-718- 12.41% |
$28.5K - $37.2K
|
5.07K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-719- 5.84% |
$28.5K - $37.2K
|
11.6K
$542K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-721- 12.33% |
$28.6K - $37.3K
|
5.13K
$239K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-724- 2.79% |
$28.7K - $37.5K
|
25.2K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-725- 7.79% |
$28.8K - $37.5K
|
8.58K
$401K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-728- 2.93% |
$28.9K - $37.7K
|
24.1K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-729- 2.97% |
$28.9K - $37.7K
|
23.8K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-741- 1.93% |
$29.4K - $38.3K
|
37.6K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-748- 2.35% |
$29.7K - $38.7K
|
31.1K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-756- 8.67% |
$30K - $39.1K
|
7.96K
$372K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-771- 5.28% |
$30.6K - $39.9K
|
13.8K
$646K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-774- 2.31% |
$30.7K - $40.1K
|
32.7K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-775- 8.38% |
$30.7K - $40.1K
|
8.48K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-778- 13.65% |
$30.9K - $40.3K
|
4.92K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-780- 14.01% |
$30.9K - $40.4K
|
4.79K
$224K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-780- 11.59% |
$30.9K - $40.4K
|
5.95K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-785- 5.15% |
$31.1K - $40.6K
|
14.5K
$675K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-787- 8.19% |
$31.2K - $40.7K
|
8.82K
$412K
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-800- 8.66% |
$31.7K - $41.4K
|
8.44K
$394K
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-804- 2.29% |
$31.9K - $41.6K
|
34.2K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-812- 0.75% |
$32.2K - $42K
|
108K
$5.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-832- 2.9% |
$33K - $43.1K
|
27.8K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-841- 1.21% |
$33.4K - $43.5K
|
68.6K
$3.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-842- 11.14% |
$33.4K - $43.6K
|
6.72K
$314K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-850- 8.68% |
$33.7K - $44K
|
8.95K
$418K
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-851- 4.82% |
$33.8K - $44K
|
16.8K
$785K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-861- 8.02% |
$34.1K - $44.6K
|
9.88K
$461K
|