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 |
|---|---|---|---|---|---|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
5,500
shares
|
$325,985
0.05% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
5,499
shares
|
$325,925
0.02% of portfolio
|
Q3 2024
Reduced 37.43%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
5,494
shares
|
$325,629
0.02% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
5,483
shares
|
$324,977
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
5,460
shares
|
$323,614
0.08% of portfolio
|
Q1 2023
Added 18.82%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
5,455
shares
|
$323,317
0.15% of portfolio
|
Q3 2024
Reduced 26.69%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
5,451
shares
|
$323,080
0.08% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,444
shares
|
$322,665
0.03% of portfolio
|
Q3 2024
Reduced 19.06%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,407
shares
|
$320,472
0.01% of portfolio
|
Q2 2024
Reduced 3.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
5,407
shares
|
$320,472
0.04% of portfolio
|
Q3 2024
Reduced 62.31%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
5,404
shares
|
$320,295
0.04% of portfolio
|
Q3 2024
Added 58.06%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
5,363
shares
|
$317,865
0.15% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
5,362
shares
|
$317,805
0.05% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
5,358
shares
|
$317,568
0.23% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
5,351
shares
|
$317,153
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,342
shares
|
$316,620
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
5,324
shares
|
$315,553
0.28% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Satovsky Asset Management LLC
|
Oct 18, 2024 Q3 2024 |
5,315
shares
|
$315,020
0.06% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
5,313
shares
|
$314,901
0.15% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
North Point Portfolio Managers Corp
|
Oct 24, 2024 Q3 2024 |
5,287
shares
|
$313,360
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
5,279
shares
|
$312,886
0.04% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Cravens & CO Advisors, LLC
Cookeville, TN |
Nov 13, 2024 Q3 2024 |
5,278
shares
|
$312,827
0.21% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
5,270
shares
|
$312,352
0.01% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
5,250
shares
|
$311,167
0.01% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
5,248
shares
|
$311,048
0.12% of portfolio
|
Q3 2023
Added 1.74%
|