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 |
|---|---|---|---|---|---|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
14,732
shares
|
$873,165
0.3% of portfolio
|
Q3 2024
Reduced 24.05%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
14,707
shares
|
$871,683
1.03% of portfolio
|
Q4 2022
Reduced 0.72%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
14,680
shares
|
$870,083
0.53% of portfolio
|
Q3 2024
Added 8.92%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
14,670
shares
|
$869,490
0.09% of portfolio
|
Q3 2024
Reduced 10.71%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
14,668
shares
|
$869,372
0.39% of portfolio
|
Q1 2024
Reduced 24.63%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
14,556
shares
|
$862,734
0.26% of portfolio
|
Q3 2024
Added 32.27%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
14,547
shares
|
$862,200
0.25% of portfolio
|
Q1 2023
Reduced 41.11%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
14,543
shares
|
$861,963
0.06% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Perkins Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
14,491
shares
|
$858,881
0.74% of portfolio
|
Q3 2024
Reduced 14.71%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
14,454
shares
|
$856,688
0.03% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
14,450
shares
|
$856,451
0.03% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
14,382
shares
|
$852,421
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
14,364
shares
|
$851,354
0.18% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
14,350
shares
|
$850,524
0.12% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
14,334
shares
|
$849,576
0.23% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
14,322
shares
|
$848,864
0.06% of portfolio
|
Q3 2024
Reduced 25.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,308
shares
|
$848,035
0.09% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
14,298
shares
|
$847,442
0.26% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
14,233
shares
|
$843,589
0.35% of portfolio
|
Q1 2024
Reduced 13.09%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
14,216
shares
|
$842,582
0.31% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
14,207
shares
|
$842,048
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
14,169
shares
|
$839,796
0.01% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
14,161
shares
|
$839,322
0.33% of portfolio
|
Q1 2024
Added 2.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
14,156
shares
|
$839,026
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
14,132
shares
|
$837,603
0.05% of portfolio
|
Q3 2024
Reduced 12.95%
|