Purchases and Sales Made in Q1 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 2024. The information is specifically focused on institutions that hold shares of BRISTOL MYERS SQUIBB CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.16K+ 32.25% |
$248K - $281K
|
21.2K
$1.25M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
5.14KNew |
$246K - $279K
|
5.14K
$304K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
5.09K+ 61.49% |
$244K - $277K
|
13.4K
$791K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.08K+ 139.03% |
$244K - $277K
|
8.74K
$517K
|
|
|
Apr 10, 2024
Q1 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
5.07KNew |
$243K - $276K
|
5.07K
$300K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
5.05KNew |
$242K - $275K
|
5.05K
$299K
|
|
|
Apr 16, 2024
Q1 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
5.04K+ 93.5% |
$242K - $274K
|
10.4K
$617K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.03KNew |
$241K - $274K
|
5.03K
$298K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.01K+ 14.82% |
$240K - $273K
|
38.8K
$2.3M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.99KNew |
$239K - $271K
|
4.99K
$295K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.97KNew |
$239K - $271K
|
4.97K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.89KNew |
$235K - $266K
|
4.89K
$289K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.88KNew |
$234K - $265K
|
4.88K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.84K+ 62.45% |
$232K - $264K
|
12.6K
$745K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.83KNew |
$232K - $263K
|
4.83K
$286K
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
4.81KNew |
$231K - $262K
|
4.81K
$285K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
4.81K+ 7.35% |
$231K - $262K
|
70.2K
$4.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.79KNew |
$230K - $260K
|
4.79K
$283K
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.78K+ 54.7% |
$230K - $260K
|
13.5K
$800K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.78K+ 8.94% |
$229K - $260K
|
58.2K
$3.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
4.75KNew |
$228K - $258K
|
4.75K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.73KNew |
$227K - $257K
|
4.73K
$279K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.72K+ 40.57% |
$226K - $257K
|
16.3K
$967K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.71K+ 9.48% |
$226K - $256K
|
54.4K
$3.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.68K+ 15.88% |
$225K - $255K
|
34.2K
$2.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
4.68KNew |
$224K - $255K
|
4.68K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
4.66K+ 10.26% |
$223K - $253K
|
50K
$2.96M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4.64KNew |
$223K - $252K
|
4.64K
$274K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
4.58K+ 3.66% |
$220K - $249K
|
130K
$7.69M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.56K+ 7.89% |
$219K - $248K
|
62.4K
$3.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.55K+ 33.14% |
$218K - $247K
|
18.3K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
4.49K+ 2.92% |
$215K - $244K
|
158K
$9.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.45K+ 6.81% |
$214K - $242K
|
69.8K
$4.13M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
4.45KNew |
$213K - $242K
|
4.45K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
4.43KNew |
$213K - $241K
|
4.43K
$262K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.43KNew |
$213K - $241K
|
4.43K
$262K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.42K+ 27.43% |
$212K - $240K
|
20.5K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.4KNew |
$211K - $240K
|
4.4K
$260K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.37KNew |
$210K - $238K
|
4.37K
$259K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.35K+ 33.25% |
$209K - $237K
|
17.4K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
4.34KNew |
$208K - $236K
|
4.34K
$257K
|
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.34KNew |
$208K - $236K
|
4.34K
$256K
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
4.33KNew |
$208K - $236K
|
4.33K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
4.33KNew |
$208K - $236K
|
4.33K
$256K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.33KNew |
$208K - $235K
|
4.33K
$256K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.3KNew |
$206K - $234K
|
4.3K
$254K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.29K+ 31.91% |
$206K - $233K
|
17.7K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4.29K+ 5.8% |
$206K - $233K
|
78.2K
$4.63M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
BUY
|
- |
4.28KNew |
$205K - $233K
|
4.28K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.26KNew |
$205K - $232K
|
4.26K
$252K
|