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 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
4.77KNew |
$248K - $286K
|
4.77K
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.72KNew |
$245K - $283K
|
4.72K
$264K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.72K+ 33.75% |
$245K - $283K
|
18.7K
$1.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
4.71K+ 41.66% |
$244K - $282K
|
16K
$893K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.7KNew |
$244K - $282K
|
4.7K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.65K+ 36.44% |
$241K - $279K
|
17.4K
$971K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.64K+ 3313.57% |
$241K - $278K
|
4.78K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4.63KNew |
$241K - $278K
|
4.63K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.58K+ 17.87% |
$238K - $274K
|
30.2K
$1.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
4.57KNew |
$237K - $274K
|
4.57K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.55KNew |
$236K - $273K
|
4.55K
$254K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.51KNew |
$234K - $270K
|
4.51K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.5K+ 21.03% |
$233K - $269K
|
25.9K
$1.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.49K+ 2336.46% |
$233K - $269K
|
4.68K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.48KNew |
$232K - $268K
|
4.48K
$250K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.44K+ 11.58% |
$230K - $266K
|
42.7K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.43K+ 84.87% |
$230K - $265K
|
9.64K
$538K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.41K+ 47.43% |
$229K - $264K
|
13.7K
$765K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
4.39KNew |
$228K - $263K
|
4.39K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.34KNew |
$225K - $260K
|
4.34K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.34K+ 37.22% |
$225K - $260K
|
16K
$892K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.29KNew |
$223K - $257K
|
4.29K
$240K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.29K+ 98.42% |
$223K - $257K
|
8.65K
$483K
|
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
4.26K+ 165.78% |
$221K - $255K
|
6.83K
$381K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.25K+ 4.14% |
$221K - $255K
|
107K
$5.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.23KNew |
$220K - $254K
|
4.23K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.22K+ 1.36% |
$219K - $253K
|
316K
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.22K+ 4.25% |
$219K - $253K
|
104K
$5.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.21KNew |
$219K - $253K
|
4.21K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.2KNew |
$218K - $252K
|
4.2K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.19K+ 8.42% |
$217K - $251K
|
53.9K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
4.17KNew |
$217K - $250K
|
4.17K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.17KNew |
$217K - $250K
|
4.17K
$233K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.16K+ 7.33% |
$216K - $249K
|
60.9K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.16K+ 4.3% |
$216K - $249K
|
101K
$5.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.14K+ 13.34% |
$215K - $248K
|
35.2K
$1.97M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.1K+ 61.09% |
$213K - $246K
|
10.8K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.09K+ 2.51% |
$212K - $245K
|
167K
$9.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.09K+ 4.61% |
$212K - $245K
|
92.6K
$5.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.06K+ 40.16% |
$211K - $243K
|
14.2K
$790K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
4.05KNew |
$210K - $243K
|
4.05K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.04K+ 22.7% |
$210K - $242K
|
21.8K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
4.03KNew |
$209K - $242K
|
4.03K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.02KNew |
$208K - $241K
|
4.02K
$224K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.01K+ 133533.33% |
$208K - $240K
|
4.01K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4KNew |
$208K - $240K
|
4K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.99K+ 3.74% |
$207K - $239K
|
110K
$6.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.97KNew |
$206K - $238K
|
3.97K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.95KNew |
$205K - $237K
|
3.95K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3.95K+ 0.95% |
$205K - $237K
|
418K
$23.3M
|