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 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.02K+ 22.45% |
$48.9K - $55.4K
|
5.56K
$329K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.02K+ 12.02% |
$48.8K - $55.4K
|
9.48K
$561K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 18.05% |
$48.8K - $55.4K
|
6.66K
$394K
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
BUY
|
- |
1.01K+ 0.8% |
$48.7K - $55.2K
|
128K
$7.59M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.01K+ 3.61% |
$48.6K - $55.1K
|
29K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.01K+ 9.69% |
$48.2K - $54.7K
|
11.4K
$673K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1K+ 15.66% |
$48K - $54.4K
|
7.38K
$437K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
1K+ 5.09% |
$48K - $54.4K
|
20.6K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
1K+ 6.67% |
$48K - $54.4K
|
16K
$946K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
985+ 4.95% |
$47.3K - $53.6K
|
20.9K
$1.23M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
983+ 4.51% |
$47.2K - $53.5K
|
22.8K
$1.35M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
982+ 0.43% |
$47.1K - $53.4K
|
228K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
980+ 7.33% |
$47K - $53.3K
|
14.4K
$849K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
952+ 2.24% |
$45.7K - $51.8K
|
43.5K
$2.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
950+ 18.43% |
$45.6K - $51.7K
|
6.1K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
950+ 13.9% |
$45.6K - $51.7K
|
7.78K
$460K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
948+ 6.56% |
$45.5K - $51.6K
|
15.4K
$910K
|
|
|
May 02, 2024
Q1 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
924+ 1.41% |
$44.3K - $50.3K
|
66.3K
$3.92M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
919+ 2.76% |
$44.1K - $50K
|
34.2K
$2.02M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
914+ 10.43% |
$43.9K - $49.7K
|
9.68K
$572K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
912+ 9.75% |
$43.8K - $49.6K
|
10.3K
$607K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
906+ 10.35% |
$43.5K - $49.3K
|
9.66K
$571K
|
|
|
May 10, 2024
Q1 2024
|
United Bank
|
BUY
|
- |
901+ 6.19% |
$43.2K - $49K
|
15.5K
$914K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
889+ 3.91% |
$42.7K - $48.4K
|
23.6K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
870+ 7.97% |
$41.7K - $47.3K
|
11.8K
$697K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
861+ 12.79% |
$41.3K - $46.8K
|
7.59K
$449K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
858New |
$41.2K - $46.7K
|
858
$50.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
855+ 6.35% |
$41K - $46.5K
|
14.3K
$847K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
850+ 2.32% |
$40.8K - $46.2K
|
37.5K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
837+ 1.0% |
$40.2K - $45.5K
|
84.6K
$5M
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
834+ 1.29% |
$40K - $45.4K
|
65.5K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
808+ 2.44% |
$38.8K - $44K
|
34K
$2.01M
|
|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
807+ 13.88% |
$38.7K - $43.9K
|
6.62K
$392K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
805+ 15.73% |
$38.6K - $43.8K
|
5.92K
$350K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
797+ 9.95% |
$38.2K - $43.4K
|
8.81K
$521K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
793+ 8.23% |
$38K - $43.1K
|
10.4K
$617K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
790+ 0.74% |
$37.9K - $43K
|
107K
$6.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
788+ 19.01% |
$37.8K - $42.9K
|
4.93K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
781+ 1.93% |
$37.5K - $42.5K
|
41.2K
$2.44M
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
767+ 19.41% |
$36.8K - $41.7K
|
4.72K
$279K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
763+ 12.9% |
$36.6K - $41.5K
|
6.68K
$395K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
758+ 0.85% |
$36.4K - $41.2K
|
89.6K
$5.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
757+ 11.66% |
$36.3K - $41.2K
|
7.25K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
750+ 9.45% |
$36K - $40.8K
|
8.68K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
746+ 0.65% |
$35.8K - $40.6K
|
115K
$6.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
744+ 59.95% |
$35.7K - $40.5K
|
1.99K
$117K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
743+ 11.33% |
$35.6K - $40.4K
|
7.3K
$432K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
734+ 8.91% |
$35.2K - $39.9K
|
8.97K
$531K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
732+ 26.59% |
$35.1K - $39.8K
|
3.49K
$206K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
731+ 13.01% |
$35.1K - $39.8K
|
6.35K
$376K
|