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
|
Howland Capital Management LLC
|
BUY
|
- |
138+ 0.7% |
$7.16K - $8.27K
|
19.7K
$1.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
135+ 2.81% |
$7.01K - $8.09K
|
4.95K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
135+ 2.26% |
$7.01K - $8.09K
|
6.12K
$342K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
133+ 3.91% |
$6.91K - $7.97K
|
3.54K
$198K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
132+ 20.15% |
$6.85K - $7.91K
|
787
$43.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
128+ 0.4% |
$6.65K - $7.67K
|
31.8K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
127+ 2.37% |
$6.59K - $7.61K
|
5.48K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
125+ 1.27% |
$6.49K - $7.49K
|
9.99K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
125+ 3.91% |
$6.49K - $7.49K
|
3.32K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
125+ 1.89% |
$6.49K - $7.49K
|
6.73K
$375K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
122+ 0.59% |
$6.33K - $7.31K
|
21K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
122+ 2.24% |
$6.33K - $7.31K
|
5.57K
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
119+ 0.38% |
$6.18K - $7.13K
|
31.4K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
117+ 42.7% |
$6.07K - $7.01K
|
391
$21.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
117+ 2.66% |
$6.07K - $7.01K
|
4.52K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
116New |
$6.02K - $6.95K
|
116
$6.48K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
115+ 29.11% |
$5.97K - $6.89K
|
510
$28.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
115New |
$5.97K - $6.89K
|
115
$6.42K
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
115+ 2.92% |
$5.97K - $6.89K
|
4.06K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
115+ 1.79% |
$5.97K - $6.89K
|
6.54K
$365K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
115New |
$5.97K - $6.89K
|
115
$6.42K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
111+ 10.4% |
$5.76K - $6.65K
|
1.18K
$65.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
107+ 2.51% |
$5.56K - $6.41K
|
4.38K
$244K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
104+ 1.77% |
$5.4K - $6.23K
|
5.98K
$334K
|
|
|
Jan 31, 2025
Q4 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
104+ 0.22% |
$5.4K - $6.23K
|
47.2K
$2.64M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
102New |
$5.3K - $6.11K
|
102
$5.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
102+ 29.14% |
$5.3K - $6.11K
|
452
$25.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
101+ 0.99% |
$5.24K - $6.05K
|
10.3K
$573K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
100+ 3.86% |
$5.19K - $5.99K
|
2.69K
$150K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
100New |
$5.19K - $5.99K
|
100
$5.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
100New |
$5.19K - $5.99K
|
100
$5.58K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
98+ 0.84% |
$5.09K - $5.87K
|
11.7K
$654K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
97+ 48.02% |
$5.04K - $5.81K
|
299
$16.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
97+ 0.84% |
$5.04K - $5.81K
|
11.6K
$647K
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
92+ 1.95% |
$4.78K - $5.51K
|
4.81K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
91+ 0.71% |
$4.72K - $5.45K
|
12.9K
$720K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
90+ 0.73% |
$4.67K - $5.39K
|
12.5K
$697K
|
|
|
Feb 14, 2025
Q4 2024
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
89New |
$4.62K - $5.33K
|
89
$4.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
85+ 1.2% |
$4.41K - $5.09K
|
7.16K
$400K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
83+ 0.17% |
$4.31K - $4.98K
|
48.3K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
81+ 0.72% |
$4.21K - $4.86K
|
11.3K
$633K
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
81+ 0.29% |
$4.21K - $4.86K
|
27.6K
$1.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
80+ 3.01% |
$4.15K - $4.8K
|
2.74K
$153K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
80+ 1.91% |
$4.15K - $4.8K
|
4.27K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
80New |
$4.15K - $4.8K
|
80
$4.47K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
80+ 3.59% |
$4.15K - $4.8K
|
2.31K
$129K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
79+ 1.02% |
$4.1K - $4.74K
|
7.86K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
75+ 0.09% |
$3.89K - $4.5K
|
85.1K
$4.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
73+ 1.05% |
$3.79K - $4.38K
|
7K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
BUY
|
- |
72+ 1.49% |
$3.74K - $4.32K
|
4.9K
$274K
|