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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.93KNew |
$204K - $235K
|
3.93K
$219K
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.92KNew |
$203K - $235K
|
3.92K
$219K
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.91KNew |
$203K - $234K
|
3.91K
$218K
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
3.89KNew |
$202K - $233K
|
3.89K
$217K
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
3.86KNew |
$201K - $232K
|
3.86K
$216K
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.86K+ 63.52% |
$200K - $231K
|
9.94K
$555K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.85K+ 96.91% |
$200K - $231K
|
7.83K
$437K
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
3.85KNew |
$200K - $231K
|
3.85K
$215K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.83K+ 1.09% |
$199K - $229K
|
354K
$19.8M
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.83KNew |
$199K - $229K
|
3.83K
$214K
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.82KNew |
$199K - $229K
|
3.82K
$213K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.8K+ 15.95% |
$197K - $228K
|
27.6K
$1.54M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
3.79KNew |
$197K - $227K
|
3.79K
$212K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.78K+ 1.32% |
$196K - $227K
|
291K
$16.3M
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.78KNew |
$196K - $227K
|
3.78K
$211K
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.77KNew |
$196K - $226K
|
3.77K
$210K
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.77KNew |
$196K - $226K
|
3.77K
$210K
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.76KNew |
$195K - $225K
|
3.76K
$210K
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
3.76KNew |
$195K - $225K
|
3.76K
$210K
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.75KNew |
$195K - $225K
|
3.75K
$209K
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.71KNew |
$193K - $223K
|
3.71K
$207K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$192K - $222K
|
3.71K
$207K
|
|
Feb 03, 2025
Q4 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
3.7KNew |
$192K - $222K
|
3.7K
$207K
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.7KNew |
$192K - $222K
|
3.7K
$207K
|
|
Jan 27, 2025
Q4 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
3.7KNew |
$192K - $222K
|
3.7K
$206K
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.69KNew |
$191K - $221K
|
3.69K
$206K
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
3.68KNew |
$191K - $221K
|
3.68K
$206K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.68KNew |
$191K - $220K
|
3.68K
$205K
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
3.68KNew |
$191K - $220K
|
3.68K
$205K
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.66KNew |
$190K - $219K
|
3.66K
$204K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
3.66KNew |
$190K - $219K
|
3.66K
$204K
|
|
Feb 11, 2025
Q4 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
3.65KNew |
$190K - $219K
|
3.65K
$204K
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
3.65KNew |
$190K - $219K
|
3.65K
$204K
|
|
Feb 14, 2025
Q4 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
3.65KNew |
$190K - $219K
|
3.65K
$204K
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.64K+ 36.81% |
$189K - $218K
|
13.5K
$755K
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
3.64KNew |
$189K - $218K
|
3.64K
$203K
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
3.63KNew |
$188K - $217K
|
3.63K
$202K
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.62KNew |
$188K - $217K
|
3.62K
$202K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.62KNew |
$188K - $217K
|
3.62K
$202K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.61K+ 3.64% |
$187K - $216K
|
103K
$5.74M
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
3.61KNew |
$187K - $216K
|
3.61K
$201K
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.6K+ 51.02% |
$187K - $216K
|
10.7K
$595K
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$187K - $216K
|
3.6K
$201K
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.58KNew |
$186K - $215K
|
3.58K
$200K
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.58K+ 31.6% |
$186K - $214K
|
14.9K
$831K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
3.57KNew |
$185K - $214K
|
3.57K
$199K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.56KNew |
$185K - $214K
|
3.56K
$199K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.56KNew |
$185K - $213K
|
3.56K
$199K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.56K+ 3.85% |
$185K - $213K
|
96K
$5.36M
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
3.56KNew |
$185K - $213K
|
3.56K
$199K
|