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 31, 2025
Q4 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
326+ 0.53% |
$16.9K - $19.5K
|
61.9K
$3.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
324+ 2.89% |
$16.8K - $19.4K
|
11.5K
$644K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
312+ 7.39% |
$16.2K - $18.7K
|
4.54K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
311New |
$16.1K - $18.6K
|
311
$17.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
311New |
$16.1K - $18.6K
|
311
$17.4K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
310+ 3.28% |
$16.1K - $18.6K
|
9.75K
$544K
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
310+ 775.0% |
$16.1K - $18.6K
|
350
$19.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
307+ 5.56% |
$15.9K - $18.4K
|
5.82K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
306+ 0.43% |
$15.9K - $18.3K
|
71.8K
$4.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
302+ 7.38% |
$15.7K - $18.1K
|
4.39K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
302New |
$15.7K - $18.1K
|
302
$16.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
302+ 5.33% |
$15.7K - $18.1K
|
5.97K
$333K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
301+ 2.49% |
$15.6K - $18K
|
12.4K
$692K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
300+ 18.75% |
$15.6K - $18K
|
1.9K
$106K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
300+ 4.3% |
$15.6K - $18K
|
7.28K
$406K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
300+ 43.17% |
$15.6K - $18K
|
995
$55.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
300New |
$15.6K - $18K
|
300
$16.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
298New |
$15.5K - $17.9K
|
298
$16.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
290+ 1.97% |
$15.1K - $17.4K
|
15K
$839K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
285New |
$14.8K - $17.1K
|
285
$15.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
284+ 4.42% |
$14.7K - $17K
|
6.71K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
282+ 0.95% |
$14.6K - $16.9K
|
30K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
281+ 1.09% |
$14.6K - $16.8K
|
26.2K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
280+ 1.4% |
$14.5K - $16.8K
|
20.3K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
279+ 2.01% |
$14.5K - $16.7K
|
14.2K
$790K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
279+ 6.14% |
$14.5K - $16.7K
|
4.82K
$269K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
276+ 1.86% |
$14.3K - $16.5K
|
15.1K
$846K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
273+ 3.57% |
$14.2K - $16.4K
|
7.92K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
271+ 6.15% |
$14.1K - $16.2K
|
4.67K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
270+ 2.49% |
$14K - $16.2K
|
11.1K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
268+ 6.6% |
$13.9K - $16.1K
|
4.33K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
267New |
$13.9K - $16K
|
267
$14.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
265+ 44.46% |
$13.8K - $15.9K
|
861
$48.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
265+ 1.76% |
$13.8K - $15.9K
|
15.4K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
263+ 3.08% |
$13.7K - $15.8K
|
8.81K
$492K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
260+ 4.19% |
$13.5K - $15.6K
|
6.46K
$361K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
259+ 1.3% |
$13.4K - $15.5K
|
20.1K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
257+ 0.87% |
$13.3K - $15.4K
|
29.7K
$1.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
248New |
$12.9K - $14.9K
|
248
$13.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
242+ 0.79% |
$12.6K - $14.5K
|
31.1K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
240+ 3.33% |
$12.5K - $14.4K
|
7.45K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
239+ 2.99% |
$12.4K - $14.3K
|
8.24K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
238+ 1.11% |
$12.4K - $14.3K
|
21.6K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
237+ 3.21% |
$12.3K - $14.2K
|
7.62K
$425K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
235+ 0.81% |
$12.2K - $14.1K
|
29.3K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
233+ 12.66% |
$12.1K - $14K
|
2.07K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
227+ 15.07% |
$11.8K - $13.6K
|
1.73K
$96.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
222+ 1.77% |
$11.5K - $13.3K
|
12.8K
$713K
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
221+ 2.58% |
$11.5K - $13.2K
|
8.8K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
221+ 0.42% |
$11.5K - $13.2K
|
52.5K
$2.93M
|