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 |
|---|---|---|---|---|---|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
16,106
shares
|
$953,797
1.18% of portfolio
|
Q4 2023
Reduced 0.76%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
16,041
shares
|
$949,948
0.29% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
15,969
shares
|
$945,684
0.17% of portfolio
|
Q3 2022
Reduced 2.93%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
15,967
shares
|
$945,565
0.08% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
15,925
shares
|
$943,078
0.36% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Selway Asset Management
Boise, ID |
Oct 10, 2024 Q3 2024 |
15,831
shares
|
$937,511
0.32% of portfolio
|
Q3 2024
Reduced 57.13%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
15,809
shares
|
$936,208
0.16% of portfolio
|
Q3 2024
Added 34.79%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
15,793
shares
|
$935,261
0.01% of portfolio
|
Q3 2024
Reduced 33.9%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
15,670
shares
|
$927,977
0.32% of portfolio
|
Q3 2024
Added 25.04%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
15,648
shares
|
$926,674
0.32% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,596
shares
|
$923,595
0.12% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
15,564
shares
|
$921,700
0.02% of portfolio
|
Q1 2024
Reduced 8.96%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
15,503
shares
|
$918,087
0.32% of portfolio
|
Q3 2024
Added 1317.09%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
15,476
shares
|
$916,488
0.11% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
15,461
shares
|
$915,600
0.05% of portfolio
|
Q3 2024
Added 76.27%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
15,432
shares
|
$913,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
15,423
shares
|
$913,350
0.03% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
15,376
shares
|
$910,566
0.08% of portfolio
|
Q3 2022
Added 18.31%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
15,332
shares
|
$907,961
0.05% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,328
shares
|
$907,724
0.06% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
15,311
shares
|
$906,717
0.12% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
15,232
shares
|
$902,039
0.05% of portfolio
|
Q3 2024
Reduced 13.61%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
15,232
shares
|
$902,039
0.07% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
15,230
shares
|
$901,920
0.11% of portfolio
|
Q4 2022
Reduced 0.17%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
15,182
shares
|
$899,078
0.77% of portfolio
|
Q1 2022
Added 1.5%
|