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 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
486+ 2.8% |
$25.2K - $29.1K
|
17.8K
$995K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
484+ 9.44% |
$25.1K - $29K
|
5.61K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
484New |
$25.1K - $29K
|
484
$27K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
481+ 70.22% |
$25K - $28.8K
|
1.17K
$65.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
475+ 43.78% |
$24.7K - $28.5K
|
1.56K
$87.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
472+ 3.96% |
$24.5K - $28.3K
|
12.4K
$691K
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
471+ 1.31% |
$24.5K - $28.2K
|
36.4K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
467+ 6.1% |
$24.2K - $28K
|
8.13K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
466+ 1.93% |
$24.2K - $27.9K
|
24.5K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
465+ 0.03% |
$24.1K - $27.9K
|
1.57M
$87.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
461+ 6.24% |
$23.9K - $27.6K
|
7.84K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
459+ 11.8% |
$23.8K - $27.5K
|
4.35K
$243K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
456+ 16.9% |
$23.7K - $27.3K
|
3.16K
$176K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
452+ 6.26% |
$23.5K - $27.1K
|
7.68K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
452+ 0.76% |
$23.5K - $27.1K
|
60.2K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
451+ 1.47% |
$23.4K - $27K
|
31.1K
$1.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
450+ 0.26% |
$23.4K - $27K
|
174K
$9.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
450+ 2.7% |
$23.4K - $27K
|
17.1K
$954K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
450New |
$23.4K - $27K
|
450
$25.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
443+ 2.4% |
$23K - $26.6K
|
18.9K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
437+ 0.41% |
$22.7K - $26.2K
|
106K
$5.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
435+ 4.2% |
$22.6K - $26.1K
|
10.8K
$602K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
435+ 7.28% |
$22.6K - $26.1K
|
6.41K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
424New |
$22K - $25.4K
|
424
$23.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
423+ 4.7% |
$22K - $25.4K
|
9.43K
$526K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
416+ 6.82% |
$21.6K - $24.9K
|
6.51K
$364K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
410+ 10.56% |
$21.3K - $24.6K
|
4.29K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
406+ 7.51% |
$21.1K - $24.3K
|
5.81K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
403+ 7.68% |
$20.9K - $24.2K
|
5.65K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
403+ 1.42% |
$20.9K - $24.2K
|
28.8K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
402+ 9.62% |
$20.9K - $24.1K
|
4.58K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
400New |
$20.8K - $24K
|
400
$22.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
391+ 3.1% |
$20.3K - $23.4K
|
13K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
388+ 1.82% |
$20.1K - $23.3K
|
21.7K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
384+ 5.99% |
$19.9K - $23K
|
6.8K
$379K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
377+ 0.09% |
$19.6K - $22.6K
|
408K
$22.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
373+ 5.36% |
$19.4K - $22.4K
|
7.33K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
370+ 4.88% |
$19.2K - $22.2K
|
7.96K
$444K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
366New |
$19K - $21.9K
|
366
$20.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
365+ 7.22% |
$19K - $21.9K
|
5.42K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
361+ 8.43% |
$18.7K - $21.6K
|
4.64K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
354+ 2.66% |
$18.4K - $21.2K
|
13.7K
$764K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
353+ 0.37% |
$18.3K - $21.2K
|
95K
$5.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
350+ 1.09% |
$18.2K - $21K
|
32.5K
$1.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell Capital Management Inc
|
BUY
|
- |
350New |
$18.2K - $21K
|
350
$19.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
349+ 8.38% |
$18.1K - $20.9K
|
4.51K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
341+ 1.96% |
$17.7K - $20.4K
|
17.7K
$991K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
332+ 3.97% |
$17.2K - $19.9K
|
8.69K
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
332+ 91.71% |
$17.2K - $19.9K
|
694
$38.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
327New |
$17K - $19.6K
|
327
$18.3K
|