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 |
|---|---|---|---|---|---|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
5,696
shares
|
$337,601
0.08% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
5,694
shares
|
$337,483
0.02% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
5,672
shares
|
$336,179
0.01% of portfolio
|
Q3 2024
Reduced 62.68%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
5,663
shares
|
$335,646
0.03% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
5,651
shares
|
$334,934
0.09% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
5,648
shares
|
$334,756
0.03% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
5,645
shares
|
$334,579
0.03% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
5,619
shares
|
$333,038
0.03% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,615
shares
|
$332,801
0.17% of portfolio
|
Q2 2022
Added 13.09%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
5,606
shares
|
$332,267
0.11% of portfolio
|
Q1 2024
Reduced 17.41%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
5,600
shares
|
$331,912
0.07% of portfolio
|
Q4 2023
Reduced 41.05%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
5,595
shares
|
$331,615
0.04% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
5,561
shares
|
$329,600
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
5,551
shares
|
$329,007
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
5,546
shares
|
$328,711
0.15% of portfolio
|
Q2 2024
Reduced 11.91%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
5,540
shares
|
$328,355
0.07% of portfolio
|
Q3 2024
Reduced 16.45%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
5,539
shares
|
$328,296
0.09% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
5,527
shares
|
$327,585
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
5,521
shares
|
$327,229
0.02% of portfolio
|
Q3 2024
Reduced 84.86%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
5,519
shares
|
$327,111
0.15% of portfolio
|
Q3 2024
Reduced 25.46%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
5,517
shares
|
$326,992
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
5,515
shares
|
$326,874
0.04% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
5,514
shares
|
$326,814
0.03% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
5,514
shares
|
$326,814
0.1% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
5,500
shares
|
$325,985
0.13% of portfolio
|
Q3 2022
New holding
|