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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,308
shares
|
$610,955
0.04% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
10,292
shares
|
$610,006
0.09% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
10,288
shares
|
$609,769
0.16% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
10,283
shares
|
$609,473
0.11% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
10,269
shares
|
$608,643
1.02% of portfolio
|
Q4 2022
Reduced 9.16%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
10,247
shares
|
$607,339
0.26% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
10,246
shares
|
$607,280
0.32% of portfolio
|
Q2 2024
Reduced 11.31%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
10,239
shares
|
$606,865
0.07% of portfolio
|
Q3 2024
Added 296.05%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
10,187
shares
|
$603,783
0.03% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
10,165
shares
|
$602,479
0.28% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
10,101
shares
|
$598,686
0.09% of portfolio
|
Q1 2024
Added 62.5%
|
|
|
Paradigm Capital Management Inc
|
Nov 14, 2024 Q3 2024 |
10,100
shares
|
$598,627
0.02% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
10,100
shares
|
$598,627
0.07% of portfolio
|
Q3 2024
Reduced 29.13%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
10,085
shares
|
$597,737
0.02% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
10,084
shares
|
$597,678
0.06% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
10,057
shares
|
$596,078
0.1% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
10,021
shares
|
$593,944
0.08% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
10,004
shares
|
$592,937
0.02% of portfolio
|
Q3 2024
Reduced 77.63%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
10,000
shares
|
$592,700
0.12% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
9,969
shares
|
$590,862
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
9,950
shares
|
$589,736
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
9,887
shares
|
$586,002
0.01% of portfolio
|
Q3 2024
Added 49.51%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
9,886
shares
|
$585,943
0.3% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
9,881
shares
|
$585,646
0.03% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
9,880
shares
|
$585,587
0.05% of portfolio
|
Q3 2024
Reduced 8.02%
|