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 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
221+ 0.82% |
$11.5K - $13.2K
|
27K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
220+ 2.08% |
$11.4K - $13.2K
|
10.8K
$603K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
219+ 1.05% |
$11.4K - $13.1K
|
21.2K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
218+ 3.68% |
$11.3K - $13.1K
|
6.15K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
217+ 5.29% |
$11.3K - $13K
|
4.32K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
217+ 301.39% |
$11.3K - $13K
|
289
$16.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
215+ 0.45% |
$11.2K - $12.9K
|
47.7K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
212+ 3.29% |
$11K - $12.7K
|
6.66K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Lipe & Dalton
|
BUY
|
- |
208+ 0.37% |
$10.8K - $12.5K
|
56.8K
$3.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
208+ 8.49% |
$10.8K - $12.5K
|
2.66K
$148K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
200+ 0.73% |
$10.4K - $12K
|
27.4K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
200+ 2.15% |
$10.4K - $12K
|
9.51K
$531K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
200+ 0.93% |
$10.4K - $12K
|
21.8K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
200+ 40.0% |
$10.4K - $12K
|
700
$39.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
197+ 1.51% |
$10.2K - $11.8K
|
13.3K
$740K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
195+ 0.73% |
$10.1K - $11.7K
|
26.9K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
192New |
$9.97K - $11.5K
|
192
$10.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
191New |
$9.92K - $11.4K
|
191
$10.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Management CO
|
BUY
|
- |
190+ 0.67% |
$9.86K - $11.4K
|
28.5K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
190+ 1.08% |
$9.86K - $11.4K
|
17.8K
$992K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
189+ 2.34% |
$9.81K - $11.3K
|
8.26K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
186New |
$9.66K - $11.1K
|
186
$10.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
183+ 0.12% |
$9.5K - $11K
|
159K
$8.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
182+ 2.09% |
$9.45K - $10.9K
|
8.88K
$496K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
182+ 2.56% |
$9.45K - $10.9K
|
7.29K
$407K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
181+ 28.19% |
$9.4K - $10.8K
|
823
$45.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
180+ 0.69% |
$9.35K - $10.8K
|
26.2K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
179+ 2.43% |
$9.29K - $10.7K
|
7.54K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
179New |
$9.29K - $10.7K
|
179
$9.99K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
178New |
$9.24K - $10.7K
|
178
$9.94K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
177+ 3.56% |
$9.19K - $10.6K
|
5.15K
$287K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
177+ 2.49% |
$9.19K - $10.6K
|
7.27K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
175+ 3.17% |
$9.09K - $10.5K
|
5.69K
$318K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
172+ 1.86% |
$8.93K - $10.3K
|
9.42K
$526K
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
171+ 0.1% |
$8.88K - $10.2K
|
163K
$9.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
171+ 0.41% |
$8.88K - $10.2K
|
41.6K
$2.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
170+ 4.48% |
$8.83K - $10.2K
|
3.96K
$221K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
170+ 0.6% |
$8.83K - $10.2K
|
28.7K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
166+ 3.39% |
$8.62K - $9.95K
|
5.06K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
BUY
|
- |
165+ 2.98% |
$8.57K - $9.89K
|
5.71K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
162+ 1.14% |
$8.41K - $9.71K
|
14.4K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
158+ 2.11% |
$8.2K - $9.47K
|
7.66K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
156+ 2.61% |
$8.1K - $9.35K
|
6.13K
$342K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
155+ 2.63% |
$8.05K - $9.29K
|
6.05K
$337K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
150+ 3.52% |
$7.79K - $8.99K
|
4.42K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
150+ 2.95% |
$7.79K - $8.99K
|
5.24K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
146New |
$7.58K - $8.75K
|
146
$8.15K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
144+ 0.2% |
$7.48K - $8.63K
|
72.2K
$4.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
142New |
$7.37K - $8.51K
|
142
$7.93K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
140+ 0.22% |
$7.27K - $8.39K
|
64.4K
$3.6M
|