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 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-581- 1.12% |
$30.2K - $34.8K
|
51.2K
$2.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-584- 0.61% |
$30.3K - $35K
|
94.7K
$5.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-588- 10.78% |
$30.5K - $35.2K
|
4.87K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-589- 8.08% |
$30.6K - $35.3K
|
6.7K
$374K
|
|
|
Jan 27, 2025
Q4 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-591- 3.56% |
$30.7K - $35.4K
|
16K
$895K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-595- 4.02% |
$30.9K - $35.7K
|
14.2K
$794K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-595- 3.52% |
$30.9K - $35.7K
|
16.3K
$912K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-599- 4.48% |
$31.1K - $35.9K
|
12.8K
$713K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-599- 6.16% |
$31.1K - $35.9K
|
9.12K
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-600- 8.16% |
$31.2K - $36K
|
6.75K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-600- 6.32% |
$31.2K - $36K
|
8.89K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-605- 1.78% |
$31.4K - $36.3K
|
33.3K
$1.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-620- 11.08% |
$32.2K - $37.2K
|
4.98K
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-621- 13.54% |
$32.2K - $37.2K
|
3.96K
$221K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-622- 2.81% |
$32.3K - $37.3K
|
21.5K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-626- 2.97% |
$32.5K - $37.5K
|
20.5K
$1.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-633- 13.73% |
$32.9K - $37.9K
|
3.98K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-642- 2.54% |
$33.3K - $38.5K
|
24.7K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-659- 12.19% |
$34.2K - $39.5K
|
4.75K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-667- 2.23% |
$34.6K - $40K
|
29.2K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-668- 14.97% |
$34.7K - $40K
|
3.8K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-670- 6.93% |
$34.8K - $40.2K
|
9K
$502K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-670- 11.29% |
$34.8K - $40.2K
|
5.26K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-673- 15.95% |
$34.9K - $40.3K
|
3.55K
$198K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-674- 98.83% |
$35K - $40.4K
|
8
$447
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-698- 1.63% |
$36.2K - $41.8K
|
42K
$2.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-702- 5.03% |
$36.4K - $42.1K
|
13.2K
$740K
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-708- 1.62% |
$36.8K - $42.4K
|
42.9K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-708- 10.32% |
$36.8K - $42.4K
|
6.15K
$343K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-711- 3.88% |
$36.9K - $42.6K
|
17.6K
$984K
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-720- 28.03% |
$37.4K - $43.2K
|
1.85K
$103K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-720- 1.82% |
$37.4K - $43.2K
|
38.8K
$2.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-722- 14.39% |
$37.5K - $43.3K
|
4.3K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-726- 2.17% |
$37.7K - $43.5K
|
32.7K
$1.83M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-728- 3.4% |
$37.8K - $43.6K
|
20.7K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-730- 0.46% |
$37.9K - $43.8K
|
159K
$8.9M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-736- 9.02% |
$38.2K - $44.1K
|
7.42K
$414K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-739- 10.24% |
$38.4K - $44.3K
|
6.48K
$362K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-741- 15.88% |
$38.5K - $44.4K
|
3.92K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-744- 6.14% |
$38.6K - $44.6K
|
11.4K
$635K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-745- 4.76% |
$38.7K - $44.7K
|
14.9K
$832K
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-745- 2.68% |
$38.7K - $44.7K
|
27.1K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-746- 4.9% |
$38.7K - $44.7K
|
14.5K
$809K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-748- 16.27% |
$38.8K - $44.8K
|
3.85K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-750- 4.25% |
$38.9K - $45K
|
16.9K
$944K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-759- 1.53% |
$39.4K - $45.5K
|
48.7K
$2.72M
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-762- 13.12% |
$39.6K - $45.7K
|
5.05K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-773- 0.49% |
$40.1K - $46.3K
|
157K
$8.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-775- 1.93% |
$40.2K - $46.5K
|
39.4K
$2.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-776- 6.96% |
$40.3K - $46.5K
|
10.4K
$579K
|