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 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-400- 4.17% |
$20.8K - $24K
|
9.2K
$513K
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-400- 8.2% |
$20.8K - $24K
|
4.48K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-400- 2.78% |
$20.8K - $24K
|
14K
$780K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-400- 4.66% |
$20.8K - $24K
|
8.18K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-400- 3.59% |
$20.8K - $24K
|
10.7K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-400- 3.39% |
$20.8K - $24K
|
11.4K
$636K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-400- 9.19% |
$20.8K - $24K
|
3.95K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-406- 6.91% |
$21.1K - $24.3K
|
5.47K
$306K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-410- 5.66% |
$21.3K - $24.6K
|
6.84K
$382K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-410- 1.25% |
$21.3K - $24.6K
|
32.4K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-415- 0.51% |
$21.5K - $24.9K
|
80.7K
$4.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-428- 23.22% |
$22.2K - $25.7K
|
1.42K
$79K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-429- 8.07% |
$22.3K - $25.7K
|
4.88K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-430- 7.79% |
$22.3K - $25.8K
|
5.09K
$284K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-440- 2.62% |
$22.8K - $26.4K
|
16.4K
$914K
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-442- 1.88% |
$22.9K - $26.5K
|
23K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-444- 10.96% |
$23.1K - $26.6K
|
3.61K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-450- 10.29% |
$23.4K - $27K
|
3.93K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-457- 3.89% |
$23.7K - $27.4K
|
11.3K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-458- 3.3% |
$23.8K - $27.5K
|
13.4K
$750K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-459- 1.31% |
$23.8K - $27.5K
|
34.5K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-469- 8.75% |
$24.4K - $28.1K
|
4.89K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-472- 7.37% |
$24.5K - $28.3K
|
5.93K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-474- 1.01% |
$24.6K - $28.4K
|
46.6K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Pettee Investors, Inc.
|
SELL
|
- |
-480- 1.14% |
$24.9K - $28.8K
|
41.6K
$2.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-484- 2.82% |
$25.1K - $29K
|
16.7K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-492- 7.8% |
$25.5K - $29.5K
|
5.81K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-494- 0.88% |
$25.6K - $29.6K
|
55.5K
$3.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-498- 3.29% |
$25.9K - $29.9K
|
14.6K
$817K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-500- 1.35% |
$26K - $30K
|
36.6K
$2.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-500- 8.59% |
$26K - $30K
|
5.32K
$297K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-509- 1.91% |
$26.4K - $30.5K
|
26.1K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-509- 3.13% |
$26.4K - $30.5K
|
15.8K
$881K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-519- 6.05% |
$26.9K - $31.1K
|
8.06K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-520- 6.43% |
$27K - $31.2K
|
7.57K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-520- 6.16% |
$27K - $31.2K
|
7.92K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-521- 2.93% |
$27.1K - $31.2K
|
17.3K
$965K
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-524- 5.37% |
$27.2K - $31.4K
|
9.23K
$515K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-524- 2.88% |
$27.2K - $31.4K
|
17.6K
$985K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-525- 0.78% |
$27.3K - $31.5K
|
66.7K
$3.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-536- 2.42% |
$27.8K - $32.1K
|
21.6K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-537- 2.7% |
$27.9K - $32.2K
|
19.4K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-537- 3.36% |
$27.9K - $32.2K
|
15.4K
$861K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-544- 1.48% |
$28.2K - $32.6K
|
36.2K
$2.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-545- 3.68% |
$28.3K - $32.7K
|
14.3K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-548- 2.66% |
$28.5K - $32.8K
|
20.1K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-552- 10.83% |
$28.7K - $33.1K
|
4.55K
$254K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-560- 68.29% |
$29.1K - $33.6K
|
260
$14.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-570- 11.37% |
$29.6K - $34.2K
|
4.44K
$248K
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-575- 2.99% |
$29.9K - $34.5K
|
18.7K
$1.04M
|