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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,027
shares
|
$238,680
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
4,010
shares
|
$237,672
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
4,008
shares
|
$237,554
0.04% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
4,005
shares
|
$237,376
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$237,080
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
3,985
shares
|
$236,190
0.06% of portfolio
|
Q3 2024
Reduced 43.05%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
3,982
shares
|
$236,013
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
3,979
shares
|
$235,835
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,976
shares
|
$235,657
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
3,967
shares
|
$235,124
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
3,959
shares
|
$234,649
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,959
shares
|
$234,649
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
3,945
shares
|
$233,820
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
3,942
shares
|
$233,642
0.2% of portfolio
|
Q3 2024
Reduced 46.15%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,940
shares
|
$233,523
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,934
shares
|
$233,168
0.17% of portfolio
|
Q3 2024
Reduced 91.02%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
3,928
shares
|
$232,812
0.17% of portfolio
|
Q3 2024
Reduced 38.54%
|
|
|
Pya Waltman Capital, LLC
Knoxville, TN |
Nov 15, 2024 Q3 2024 |
3,925
shares
|
$232,634
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gimbal Financial
Carmel, IN |
Oct 25, 2024 Q3 2024 |
3,924
shares
|
$232,575
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
3,912
shares
|
$231,864
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
3,911
shares
|
$231,804
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
3,909
shares
|
$231,686
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
3,909
shares
|
$231,686
0.01% of portfolio
|
Q3 2023
Reduced 1.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,895
shares
|
$230,856
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,890
shares
|
$230,560
0.02% of portfolio
|
Q3 2024
Reduced 23.58%
|