Purchases and Sales Made in Q4 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.78KNew |
$300K - $347K
|
5.78K
$323K
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
5.76K+ 11.77% |
$299K - $345K
|
54.7K
$3.06M
|
|
Feb 04, 2025
Q4 2024
|
Todd Asset Management LLC
|
BUY
|
- |
5.76KNew |
$299K - $345K
|
5.76K
$322K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.75K+ 11.63% |
$299K - $345K
|
55.2K
$3.08M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.74K+ 41.48% |
$298K - $344K
|
19.6K
$1.09M
|
|
Feb 06, 2025
Q4 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
5.74KNew |
$298K - $344K
|
5.74K
$321K
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
5.67KNew |
$294K - $340K
|
5.67K
$317K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.65K+ 102.47% |
$293K - $339K
|
11.2K
$623K
|
|
Feb 14, 2025
Q4 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
5.64KNew |
$293K - $338K
|
5.64K
$315K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.63K+ 86.65% |
$292K - $337K
|
12.1K
$677K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
5.62KNew |
$292K - $337K
|
5.62K
$314K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.62K+ 3.22% |
$292K - $337K
|
180K
$10.1M
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5.6K+ 14.18% |
$290K - $335K
|
45.1K
$2.52M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.59K+ 77.95% |
$290K - $335K
|
12.8K
$713K
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.56K+ 10.22% |
$289K - $333K
|
59.9K
$3.35M
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
5.54KNew |
$288K - $332K
|
5.54K
$309K
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
5.51KNew |
$286K - $330K
|
5.51K
$308K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.49K+ 2.96% |
$285K - $329K
|
191K
$10.7M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
5.47KNew |
$284K - $328K
|
5.47K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.46K+ 47.82% |
$284K - $327K
|
16.9K
$943K
|
|
Feb 14, 2025
Q4 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.44KNew |
$282K - $326K
|
5.44K
$304K
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
5.44KNew |
$282K - $326K
|
5.44K
$303K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.4K+ 92.2% |
$280K - $324K
|
11.3K
$628K
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
5.37KNew |
$279K - $322K
|
5.37K
$300K
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
5.31K+ 19.94% |
$276K - $318K
|
31.9K
$1.78M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.27KNew |
$274K - $316K
|
5.27K
$294K
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
5.25KNew |
$273K - $315K
|
5.25K
$293K
|
|
Feb 12, 2025
Q4 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.24KNew |
$272K - $314K
|
5.24K
$293K
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
5.22KNew |
$271K - $313K
|
5.22K
$291K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.2K+ 21.52% |
$270K - $312K
|
29.4K
$1.64M
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.18KNew |
$269K - $311K
|
5.18K
$289K
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.09K+ 51.47% |
$264K - $305K
|
15K
$835K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.07K+ 23.74% |
$263K - $304K
|
26.4K
$1.48M
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$263K - $303K
|
5.06K
$282K
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.04KNew |
$262K - $302K
|
5.04K
$281K
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.04K+ 42.23% |
$262K - $302K
|
17K
$948K
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.03KNew |
$261K - $301K
|
5.03K
$281K
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
5.03K+ 35.66% |
$261K - $301K
|
19.1K
$1.07M
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.03K+ 10.28% |
$261K - $301K
|
53.9K
$3.01M
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.02K+ 41.97% |
$260K - $301K
|
17K
$947K
|
|
Feb 14, 2025
Q4 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
5K+ 108.7% |
$260K - $300K
|
9.6K
$536K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.94K+ 33.36% |
$256K - $296K
|
19.7K
$1.1M
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.92KNew |
$256K - $295K
|
4.92K
$275K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.91KNew |
$255K - $294K
|
4.91K
$274K
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
4.87K+ 68.09% |
$253K - $292K
|
12K
$671K
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.86KNew |
$252K - $291K
|
4.86K
$271K
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.84KNew |
$251K - $290K
|
4.84K
$270K
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
4.84KNew |
$251K - $290K
|
4.84K
$270K
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.82K+ 4.11% |
$250K - $289K
|
122K
$6.82M
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.79K+ 0.82% |
$248K - $287K
|
586K
$32.7M
|