Institutional Ownership Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY). We have compiled data on the 2,536 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
17,821
shares
|
$1.06 Million
0.11% of portfolio
|
Q2 2024
Reduced 35.07%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
17,811
shares
|
$1.05 Million
0.05% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
17,802
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2024
Added 36.4%
|
|
|
Valence8 Us LP
Cambridge, MA |
Nov 12, 2024 Q3 2024 |
17,785
shares
|
$1.05 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Donoghue Forlines LLC
|
Nov 13, 2024 Q3 2024 |
17,695
shares
|
$1.05 Million
0.27% of portfolio
|
Q3 2024
Added 5.67%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
17,675
shares
|
$1.05 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
17,655
shares
|
$1.05 Million
0.24% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
17,640
shares
|
$1.04 Million
0.21% of portfolio
|
Q3 2024
Added 159.07%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
17,578
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
17,573
shares
|
$1.04 Million
0.06% of portfolio
|
Q3 2024
Added 69.74%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
17,567
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
17,432
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
17,423
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Reduced 85.4%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
17,415
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
17,402
shares
|
$1.03 Million
0.59% of portfolio
|
Q3 2024
Added 41.95%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Nov 04, 2024 Q3 2024 |
17,334
shares
|
$1.03 Million
0.72% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
17,322
shares
|
$1.03 Million
0.42% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
17,276
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
17,275
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2024
Reduced 40.79%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
17,242
shares
|
$1.02 Million
0.1% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
17,237
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
17,232
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2024
Added 382.96%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
17,223
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
17,191
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
17,139
shares
|
$1.01 Million
0.08% of portfolio
|
Q3 2024
Added 8.24%
|