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 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
38.9K+ 40.4% |
$2.02M - $2.33M
|
135K
$7.55M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
38.9K+ 2608.05% |
$2.02M - $2.33M
|
40.4K
$2.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
37.7KNew |
$1.96M - $2.26M
|
37.7K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
37.3KNew |
$1.94M - $2.24M
|
37.3K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
37.1K+ 31.67% |
$1.92M - $2.22M
|
154K
$8.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Homestead Advisers Corp
|
BUY
|
- |
35.8K+ 3.87% |
$1.86M - $2.15M
|
960K
$53.6M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
35.4KNew |
$1.84M - $2.12M
|
35.4K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
34.5K+ 106.81% |
$1.79M - $2.07M
|
66.7K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
33.8K+ 194.27% |
$1.76M - $2.03M
|
51.2K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
33.8KNew |
$1.75M - $2.03M
|
33.8K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.4K+ 18.09% |
$1.74M - $2M
|
218K
$12.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
31.9K+ 15.21% |
$1.66M - $1.91M
|
242K
$13.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
30.4KNew |
$1.58M - $1.82M
|
30.4K
$1.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
29.9KNew |
$1.55M - $1.79M
|
29.9K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
29.9KNew |
$1.55M - $1.79M
|
29.9K
$1.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
29.9K+ 31.67% |
$1.55M - $1.79M
|
124K
$6.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
29.6K+ 12.47% |
$1.54M - $1.77M
|
267K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
29.6K+ 9.34% |
$1.53M - $1.77M
|
346K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
BUY
|
- |
28.9KNew |
$1.5M - $1.73M
|
28.9K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
28.6KNew |
$1.49M - $1.71M
|
28.6K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
28.3KNew |
$1.47M - $1.7M
|
28.3K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
28K+ 35.0% |
$1.45M - $1.68M
|
108K
$6.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
27.5K+ 26.86% |
$1.43M - $1.65M
|
130K
$7.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
27.4KNew |
$1.42M - $1.64M
|
27.4K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
27.2K+ 0.59% |
$1.41M - $1.63M
|
4.68M
$261M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27K+ 5.5% |
$1.4M - $1.62M
|
518K
$28.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
26.7K+ 6.48% |
$1.39M - $1.6M
|
440K
$24.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
26.7KNew |
$1.39M - $1.6M
|
26.7K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
26.6K+ 672.19% |
$1.38M - $1.6M
|
30.6K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
26.5K+ 493.96% |
$1.38M - $1.59M
|
31.8K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
26.4KNew |
$1.37M - $1.58M
|
26.4K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
25.4K+ 12.02% |
$1.32M - $1.52M
|
237K
$13.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25.3K+ 55.4% |
$1.32M - $1.52M
|
71K
$3.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
24.4KNew |
$1.27M - $1.46M
|
24.4K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
24.3K+ 48.17% |
$1.26M - $1.46M
|
74.8K
$4.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
24.2KNew |
$1.26M - $1.45M
|
24.2K
$1.35M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
24K+ 27.48% |
$1.24M - $1.44M
|
111K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
23.4KNew |
$1.22M - $1.41M
|
23.4K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
23.3KNew |
$1.21M - $1.39M
|
23.3K
$1.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22.9K+ 215.8% |
$1.19M - $1.37M
|
33.6K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
22.7K+ 61.65% |
$1.18M - $1.36M
|
59.4K
$3.32M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
22.4K+ 6.98% |
$1.16M - $1.34M
|
343K
$19.2M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
22K+ 28.6% |
$1.14M - $1.32M
|
98.7K
$5.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
21.9KNew |
$1.14M - $1.31M
|
21.9K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21.9K+ 11.6% |
$1.14M - $1.31M
|
211K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
21.7K+ 10.12% |
$1.13M - $1.3M
|
236K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.5K+ 12.72% |
$1.12M - $1.29M
|
191K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
21.1K+ 25.25% |
$1.1M - $1.27M
|
105K
$5.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
21.1K+ 437.63% |
$1.1M - $1.27M
|
25.9K
$1.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
21KNew |
$1.09M - $1.26M
|
21K
$1.17M
|