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 |
|---|---|---|---|---|---|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
10,939
shares
|
$648,354
0.02% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
10,919
shares
|
$647,169
0.04% of portfolio
|
Q3 2024
Added 21.34%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,918
shares
|
$647,109
0.04% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
10,899
shares
|
$645,983
0.09% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
10,898
shares
|
$645,924
0.14% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
10,853
shares
|
$643,257
0.03% of portfolio
|
Q3 2024
Reduced 35.28%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
10,790
shares
|
$639,523
0.21% of portfolio
|
Q3 2022
Reduced 20.22%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
10,753
shares
|
$637,330
0.02% of portfolio
|
Q3 2024
Added 1833.99%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,749
shares
|
$637,093
0.05% of portfolio
|
Q2 2023
Added 9.14%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
10,661
shares
|
$631,877
0.34% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
10,628
shares
|
$629,921
0.08% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
10,625
shares
|
$629,743
0.1% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
10,622
shares
|
$629,565
0.17% of portfolio
|
Q3 2024
Reduced 24.91%
|
|
|
Heron Bay Capital Management
|
Nov 08, 2024 Q3 2024 |
10,575
shares
|
$626,780
0.12% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
10,570
shares
|
$626,483
0.01% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
10,535
shares
|
$624,409
0.13% of portfolio
|
Q4 2020
Added 46.25%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
10,504
shares
|
$622,572
0.25% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,491
shares
|
$621,801
0.0% of portfolio
|
Q4 2022
Reduced 1.72%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
10,464
shares
|
$620,201
0.37% of portfolio
|
Q1 2024
Reduced 1.13%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
10,446
shares
|
$619,134
0.04% of portfolio
|
Q3 2024
Added 32.26%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
10,424
shares
|
$617,830
0.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
10,416
shares
|
$617,356
0.02% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
10,405
shares
|
$616,704
0.2% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
10,353
shares
|
$613,622
0.09% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Solitude Financial Services
|
Oct 30, 2024 Q3 2024 |
10,310
shares
|
$611,073
0.23% of portfolio
|
Q3 2024
Added 17.15%
|