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
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
3.56KNew |
$185K - $213K
|
3.56K
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.55KNew |
$184K - $213K
|
3.55K
$198K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.49K+ 72.94% |
$181K - $209K
|
8.28K
$462K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
BUY
|
- |
3.49K+ 1.66% |
$181K - $209K
|
214K
$12M
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.46KNew |
$179K - $207K
|
3.46K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.44K+ 8.7% |
$178K - $206K
|
42.9K
$2.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
3.43K+ 9.57% |
$178K - $205K
|
39.3K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.35K+ 23.63% |
$174K - $200K
|
17.5K
$977K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
3.34K+ 5.99% |
$173K - $200K
|
59.1K
$3.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.33KNew |
$173K - $200K
|
3.33K
$186K
|
|
|
Feb 13, 2025
Q4 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
3.3K+ 21.82% |
$172K - $198K
|
18.4K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
3.27K+ 17.27% |
$170K - $196K
|
22.2K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.26K+ 5.6% |
$169K - $196K
|
61.5K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.26K+ 2.47% |
$169K - $195K
|
135K
$7.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.24K+ 117.11% |
$168K - $194K
|
6.01K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.22K+ 79.5% |
$167K - $193K
|
7.27K
$406K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 37.99% |
$167K - $193K
|
11.7K
$652K
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.14K+ 40.71% |
$163K - $188K
|
10.9K
$606K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.13K+ 107.9% |
$162K - $187K
|
6.03K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
3.11K+ 0.97% |
$161K - $186K
|
322K
$18M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.06K+ 5.17% |
$159K - $184K
|
62.2K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.03K+ 76.38% |
$157K - $182K
|
7K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3K+ 9.92% |
$156K - $180K
|
33.3K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.99K+ 6.69% |
$155K - $179K
|
47.6K
$2.66M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.97K+ 18.02% |
$154K - $178K
|
19.4K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.93K+ 13.82% |
$152K - $175K
|
24.1K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.92K+ 16.86% |
$152K - $175K
|
20.2K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
2.86KNew |
$149K - $171K
|
2.86K
$160K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.84K+ 20.3% |
$147K - $170K
|
16.8K
$938K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.83K+ 43.18% |
$147K - $170K
|
9.38K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.78K+ 34.67% |
$144K - $167K
|
10.8K
$604K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.78K+ 46.65% |
$144K - $166K
|
8.72K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.77K+ 4.99% |
$144K - $166K
|
58.3K
$3.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.73K+ 64.35% |
$142K - $164K
|
6.98K
$390K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.73K+ 5.42% |
$142K - $163K
|
53K
$2.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.7K+ 37.77% |
$140K - $162K
|
9.85K
$550K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.66K+ 30.38% |
$138K - $159K
|
11.4K
$637K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.66K+ 30.01% |
$138K - $159K
|
11.5K
$643K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.66K+ 33.27% |
$138K - $159K
|
10.6K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.62K+ 49.06% |
$136K - $157K
|
7.96K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
2.6K+ 4.97% |
$135K - $156K
|
54.9K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
2.6KNew |
$135K - $156K
|
2.6K
$145K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.58KNew |
$134K - $155K
|
2.58K
$144K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.58K+ 7.09% |
$134K - $155K
|
39K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.58K+ 8.43% |
$134K - $155K
|
33.2K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.55K+ 3.93% |
$132K - $153K
|
67.4K
$3.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 48.16% |
$132K - $152K
|
7.81K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.54K+ 42.67% |
$132K - $152K
|
8.48K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.51K+ 24.97% |
$130K - $151K
|
12.6K
$702K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.5K+ 20.44% |
$130K - $150K
|
14.7K
$822K
|