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 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.26KNew |
$205K - $232K
|
4.26K
$251K
|
|
|
May 09, 2024
Q1 2024
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
4.25K+ 2.92% |
$204K - $231K
|
150K
$8.84M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
4.25K+ 73.15% |
$204K - $231K
|
10K
$592K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.25K+ 9.71% |
$204K - $231K
|
48K
$2.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.24KNew |
$203K - $230K
|
4.24K
$250K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.22K+ 23.41% |
$202K - $229K
|
22.2K
$1.31M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.22KNew |
$202K - $229K
|
4.22K
$249K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
4.2KNew |
$201K - $228K
|
4.2K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
4.18K+ 70.88% |
$201K - $228K
|
10.1K
$595K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.16K+ 22.62% |
$200K - $226K
|
22.5K
$1.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
4.16KNew |
$200K - $226K
|
4.16K
$245K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
4.15K+ 1.93% |
$199K - $226K
|
219K
$12.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
4.14K+ 2.45% |
$199K - $225K
|
173K
$10.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.14K+ 14.15% |
$199K - $225K
|
33.4K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$198K - $225K
|
4.13K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.12KNew |
$198K - $224K
|
4.12K
$243K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.11K+ 66.7% |
$197K - $224K
|
10.3K
$605K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.1K+ 22.5% |
$197K - $223K
|
22.3K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.1KNew |
$197K - $223K
|
4.1K
$241K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
4.08K+ 21.75% |
$196K - $222K
|
22.8K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
4.07K+ 4.8% |
$195K - $221K
|
88.8K
$5.23M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
4.06K+ 16.49% |
$195K - $221K
|
28.7K
$1.69M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.03KNew |
$193K - $219K
|
4.03K
$238K
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.02KNew |
$193K - $218K
|
4.02K
$237K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4KNew |
$192K - $217K
|
4K
$236K
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
3.99KNew |
$191K - $217K
|
3.99K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
3.97KNew |
$191K - $216K
|
3.97K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.95KNew |
$189K - $215K
|
3.95K
$233K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
3.93K+ 1.86% |
$188K - $214K
|
216K
$12.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
3.91KNew |
$188K - $213K
|
3.91K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.91K+ 0.89% |
$188K - $213K
|
444K
$26.1M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.9K+ 22.22% |
$187K - $212K
|
21.4K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
3.89K+ 36.74% |
$187K - $212K
|
14.5K
$854K
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.89KNew |
$187K - $212K
|
3.89K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.89K+ 62.5% |
$186K - $211K
|
10.1K
$595K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.87KNew |
$186K - $211K
|
3.87K
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.87KNew |
$186K - $211K
|
3.87K
$228K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.81KNew |
$183K - $207K
|
3.81K
$225K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
3.81K+ 38.41% |
$183K - $207K
|
13.7K
$809K
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
3.8KNew |
$182K - $207K
|
3.8K
$224K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
3.78KNew |
$181K - $206K
|
3.78K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
3.78KNew |
$181K - $206K
|
3.78K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
BUY
|
- |
3.77KNew |
$181K - $205K
|
3.77K
$222K
|
|
|
Apr 24, 2024
Q1 2024
|
Beddow Capital Management Inc
|
BUY
|
- |
3.75K+ 12.97% |
$180K - $204K
|
32.7K
$1.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
3.75K+ 63.24% |
$180K - $204K
|
9.67K
$570K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.74K+ 4.24% |
$179K - $203K
|
91.7K
$5.41M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
3.71K+ 121.77% |
$178K - $202K
|
6.76K
$399K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.71KNew |
$178K - $202K
|
3.71K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
3.7KNew |
$178K - $201K
|
3.7K
$218K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.7KNew |
$178K - $201K
|
3.7K
$218K
|