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 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
71+ 0.55% |
$3.69K - $4.26K
|
13K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
71+ 1.63% |
$3.69K - $4.26K
|
4.42K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
70+ 1.09% |
$3.63K - $4.2K
|
6.51K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
67+ 0.28% |
$3.48K - $4.02K
|
24.2K
$1.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
66+ 1.29% |
$3.43K - $3.96K
|
5.18K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
64New |
$3.32K - $3.84K
|
64
$3.57K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
60+ 1.17% |
$3.12K - $3.6K
|
5.2K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
60New |
$3.12K - $3.6K
|
60
$3.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
60+ 0.05% |
$3.12K - $3.6K
|
112K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
58+ 4.6% |
$3.01K - $3.48K
|
1.32K
$73.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
57+ 1.07% |
$2.96K - $3.42K
|
5.37K
$300K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
56+ 1.13% |
$2.91K - $3.36K
|
5.01K
$280K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
56+ 2.37% |
$2.91K - $3.36K
|
2.41K
$135K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
56+ 1.33% |
$2.91K - $3.36K
|
4.28K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
54+ 1.1% |
$2.8K - $3.24K
|
4.94K
$276K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
54New |
$2.8K - $3.24K
|
54
$3.01K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
53+ 0.5% |
$2.75K - $3.18K
|
10.7K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
52+ 0.36% |
$2.7K - $3.12K
|
14.6K
$815K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
51+ 7.31% |
$2.65K - $3.06K
|
749
$41.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
50+ 0.28% |
$2.6K - $3K
|
18.1K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
50+ 1.02% |
$2.6K - $3K
|
4.96K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
50+ 0.04% |
$2.6K - $3K
|
112K
$6.24M
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
48+ 0.1% |
$2.49K - $2.88K
|
46.9K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
48+ 0.61% |
$2.49K - $2.88K
|
7.92K
$442K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
48+ 0.96% |
$2.49K - $2.88K
|
5.04K
$281K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
47+ 4.68% |
$2.44K - $2.82K
|
1.05K
$58.7K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
45+ 0.14% |
$2.34K - $2.7K
|
31.1K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44+ 1.7% |
$2.28K - $2.64K
|
2.63K
$147K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
44+ 0.55% |
$2.28K - $2.64K
|
7.99K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
44New |
$2.28K - $2.64K
|
44
$2.46K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
43+ 0.65% |
$2.23K - $2.58K
|
6.64K
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
43+ 0.81% |
$2.23K - $2.58K
|
5.37K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
42+ 0.36% |
$2.18K - $2.52K
|
11.8K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
42+ 0.46% |
$2.18K - $2.52K
|
9.13K
$510K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
41+ 0.57% |
$2.13K - $2.46K
|
7.21K
$403K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
40+ 1.2% |
$2.08K - $2.4K
|
3.38K
$188K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
40+ 0.49% |
$2.08K - $2.4K
|
8.14K
$454K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
39+ 0.87% |
$2.02K - $2.34K
|
4.53K
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
ETF Store, Inc.
|
BUY
|
- |
39+ 0.91% |
$2.02K - $2.34K
|
4.33K
$242K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38+ 10.13% |
$1.97K - $2.28K
|
413
$23.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
38+ 0.06% |
$1.97K - $2.28K
|
68.9K
$3.85M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 0.66% |
$1.92K - $2.22K
|
5.69K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
37+ 0.91% |
$1.92K - $2.22K
|
4.11K
$229K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 21.05% |
$1.87K - $2.16K
|
207
$11.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
35+ 0.35% |
$1.82K - $2.1K
|
9.92K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
35+ 0.04% |
$1.82K - $2.1K
|
80.5K
$4.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
33+ 0.52% |
$1.71K - $1.98K
|
6.35K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
31+ 0.24% |
$1.61K - $1.86K
|
12.8K
$715K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.67% |
$1.61K - $1.86K
|
4.68K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
30+ 0.1% |
$1.56K - $1.8K
|
29.9K
$1.67M
|