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 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
642+ 12.82% |
$33.3K - $38.5K
|
5.65K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
621+ 14.91% |
$32.2K - $37.2K
|
4.79K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
620+ 13.17% |
$32.2K - $37.2K
|
5.33K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
614+ 0.79% |
$31.9K - $36.8K
|
78K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
608New |
$31.6K - $36.4K
|
608
$29.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
600+ 23.29% |
$31.2K - $36K
|
3.18K
$155K
|
|
|
Jan 14, 2025
Q4 2024
|
Ifs Advisors, LLC
|
BUY
|
- |
600+ 359.28% |
$31.2K - $36K
|
767
$37.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600+ 49.96% |
$31.2K - $36K
|
1.8K
$88.1K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
594+ 2.27% |
$30.8K - $35.6K
|
26.8K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
587+ 0.82% |
$30.5K - $35.2K
|
72.4K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
583+ 11.55% |
$30.3K - $34.9K
|
5.63K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
583+ 0.78% |
$30.3K - $34.9K
|
75.1K
$3.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
581+ 9.34% |
$30.2K - $34.8K
|
6.8K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
577+ 19.61% |
$30K - $34.6K
|
3.52K
$172K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
576+ 2.59% |
$29.9K - $34.5K
|
22.8K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
572+ 1.91% |
$29.7K - $34.3K
|
30.6K
$1.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
567+ 1.0% |
$29.4K - $34K
|
57K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
564+ 1.79% |
$29.3K - $33.8K
|
32K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
563+ 0.71% |
$29.2K - $33.7K
|
79.6K
$3.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
558+ 9.61% |
$29K - $33.4K
|
6.36K
$311K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
551+ 3.07% |
$28.6K - $33K
|
18.5K
$904K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
532+ 0.97% |
$27.6K - $31.9K
|
55.1K
$2.7M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
530New |
$27.5K - $31.8K
|
530
$25.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
523+ 1.93% |
$27.2K - $31.3K
|
27.7K
$1.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
518+ 3.23% |
$26.9K - $31K
|
16.6K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
516+ 4.22% |
$26.8K - $30.9K
|
12.8K
$624K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
515+ 11.95% |
$26.7K - $30.9K
|
4.82K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
515+ 3.36% |
$26.7K - $30.9K
|
15.8K
$775K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
514+ 21.85% |
$26.7K - $30.8K
|
2.87K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Riverview Trust CO
|
BUY
|
- |
511+ 15.15% |
$26.5K - $30.6K
|
3.88K
$190K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
508+ 14.38% |
$26.4K - $30.4K
|
4.04K
$198K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
505+ 2.68% |
$26.2K - $30.3K
|
19.3K
$946K
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
504+ 3.72% |
$26.2K - $30.2K
|
14.1K
$688K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
504+ 2.82% |
$26.2K - $30.2K
|
18.4K
$899K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
502+ 4.12% |
$26.1K - $30.1K
|
12.7K
$621K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
501+ 2.02% |
$26K - $30K
|
25.2K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
500+ 2.36% |
$26K - $30K
|
21.7K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
500+ 8.73% |
$26K - $30K
|
6.23K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
500+ 1.49% |
$26K - $30K
|
34.1K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
500New |
$26K - $30K
|
500
$24.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
500+ 2.0% |
$26K - $30K
|
25.5K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
491+ 1.86% |
$25.5K - $29.4K
|
26.9K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
486+ 2.8% |
$25.2K - $29.1K
|
17.8K
$872K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
484+ 9.44% |
$25.1K - $29K
|
5.61K
$275K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
484New |
$25.1K - $29K
|
484
$23.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
481+ 70.22% |
$25K - $28.8K
|
1.17K
$57.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
475+ 43.78% |
$24.7K - $28.5K
|
1.56K
$76.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
472+ 3.96% |
$24.5K - $28.3K
|
12.4K
$606K
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
471+ 1.31% |
$24.5K - $28.2K
|
36.4K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
467+ 6.1% |
$24.2K - $28K
|
8.13K
$398K
|