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 2,533 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 $86.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
2,569
shares
|
$151,237
0.01% of portfolio
|
Q1 2024
Added 66.28%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
2,569
shares
|
$151,237
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
2,546
shares
|
$149,883
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
2,532
shares
|
$149,058
0.03% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
2,500
shares
|
$147,175
0.03% of portfolio
|
Q1 2024
Reduced 74.75%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
2,475
shares
|
$145,703
0.09% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,451
shares
|
$144,290
0.02% of portfolio
|
Q3 2024
Reduced 55.17%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
2,422
shares
|
$142,583
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
2,415
shares
|
$142,171
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,398
shares
|
$141,170
0.07% of portfolio
|
Q3 2024
Reduced 70.24%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,395
shares
|
$140,993
0.05% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
2,358
shares
|
$138,815
0.01% of portfolio
|
Q3 2024
Reduced 20.01%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
2,352
shares
|
$138,462
0.02% of portfolio
|
Q3 2024
Reduced 22.07%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
2,300
shares
|
$135,401
0.04% of portfolio
|
Q3 2024
Added 76.92%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
2,261
shares
|
$133,105
0.05% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,229
shares
|
$131,221
0.01% of portfolio
|
Q2 2023
Reduced 6.34%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,228
shares
|
$131,162
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,223
shares
|
$130,868
0.01% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
2,204
shares
|
$129,749
0.03% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
2,198
shares
|
$129,396
0.03% of portfolio
|
Q3 2024
Reduced 62.3%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
2,163
shares
|
$127,335
0.05% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,160
shares
|
$127,159
0.05% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
2,045
shares
|
$120,389
0.01% of portfolio
|
Q3 2023
Added 8.83%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
2,001
shares
|
$117,798
0.01% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
1,983
shares
|
$116,739
0.07% of portfolio
|
Q4 2023
Added 2.59%
|