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
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
5.24KNew |
$272K - $314K
|
5.24K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
5.22KNew |
$271K - $313K
|
5.22K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.2K+ 21.52% |
$270K - $312K
|
29.4K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.18KNew |
$269K - $311K
|
5.18K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.09K+ 51.47% |
$264K - $305K
|
15K
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.07K+ 23.74% |
$263K - $304K
|
26.4K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$263K - $303K
|
5.06K
$236K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.04KNew |
$262K - $302K
|
5.04K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.04K+ 42.23% |
$262K - $302K
|
17K
$793K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.03KNew |
$261K - $301K
|
5.03K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
5.03K+ 35.66% |
$261K - $301K
|
19.1K
$893K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.03K+ 10.28% |
$261K - $301K
|
53.9K
$2.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.02K+ 41.97% |
$260K - $301K
|
17K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
5K+ 108.7% |
$260K - $300K
|
9.6K
$448K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
4.96KNew |
$258K - $297K
|
4.96K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.94K+ 33.36% |
$256K - $296K
|
19.7K
$921K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.94K+ 33.36% |
$256K - $296K
|
19.7K
$921K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.92KNew |
$256K - $295K
|
4.92K
$230K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.91KNew |
$255K - $294K
|
4.91K
$229K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
4.87K+ 68.09% |
$253K - $292K
|
12K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.86KNew |
$252K - $291K
|
4.86K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
4.84KNew |
$251K - $290K
|
4.84K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
4.84KNew |
$251K - $290K
|
4.84K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.82K+ 4.11% |
$250K - $289K
|
122K
$5.71M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.82KNew |
$250K - $289K
|
4.82K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.79K+ 0.82% |
$248K - $287K
|
586K
$27.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
4.77KNew |
$248K - $286K
|
4.77K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.72KNew |
$245K - $283K
|
4.72K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.72K+ 33.75% |
$245K - $283K
|
18.7K
$873K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
4.71K+ 41.66% |
$244K - $282K
|
16K
$747K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.7KNew |
$244K - $282K
|
4.7K
$219K
|
|
|
Apr 21, 2025
Q4 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.67KNew |
$243K - $280K
|
4.67K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.65K+ 36.44% |
$241K - $279K
|
17.4K
$812K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.64K+ 3313.57% |
$241K - $278K
|
4.78K
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
4.63KNew |
$241K - $278K
|
4.63K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.58K+ 17.87% |
$238K - $274K
|
30.2K
$1.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
4.57KNew |
$237K - $274K
|
4.57K
$213K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.55KNew |
$236K - $273K
|
4.55K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.51KNew |
$234K - $270K
|
4.51K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.5K+ 21.03% |
$233K - $269K
|
25.9K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.49K+ 2336.46% |
$233K - $269K
|
4.68K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.48KNew |
$232K - $268K
|
4.48K
$209K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.44K+ 11.58% |
$230K - $266K
|
42.7K
$2M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.43K+ 84.87% |
$230K - $265K
|
9.64K
$450K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.41K+ 47.43% |
$229K - $264K
|
13.7K
$640K
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
4.39KNew |
$228K - $263K
|
4.39K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.34KNew |
$225K - $260K
|
4.34K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.34K+ 37.22% |
$225K - $260K
|
16K
$746K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.29KNew |
$223K - $257K
|
4.29K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.29K+ 98.42% |
$223K - $257K
|
8.65K
$404K
|