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 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
731+ 13.01% |
$35.1K - $39.8K
|
6.35K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
727New |
$34.9K - $39.5K
|
727
$42.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
709+ 0.41% |
$34K - $38.6K
|
173K
$10.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
702+ 8.34% |
$33.7K - $38.2K
|
9.12K
$538K
|
|
|
May 15, 2024
Q1 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
701+ 5.96% |
$33.6K - $38.1K
|
12.5K
$735K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
700+ 1.2% |
$33.6K - $38.1K
|
58.9K
$3.47M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
700+ 8.19% |
$33.6K - $38.1K
|
9.25K
$545K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
688+ 9.02% |
$33K - $37.4K
|
8.32K
$490K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
668+ 1.37% |
$32.1K - $36.3K
|
49.3K
$2.91M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
661+ 10.37% |
$31.7K - $36K
|
7.04K
$415K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
659+ 12.71% |
$31.6K - $35.8K
|
5.84K
$344K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
658+ 0.05% |
$31.6K - $35.8K
|
1.37M
$80.5M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
654+ 4.73% |
$31.4K - $35.6K
|
14.5K
$854K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
647+ 15.1% |
$31K - $35.2K
|
4.93K
$291K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
645+ 4.69% |
$30.9K - $35.1K
|
14.4K
$849K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
637+ 10.72% |
$30.6K - $34.7K
|
6.58K
$388K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
626+ 5.82% |
$30K - $34.1K
|
11.4K
$671K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
618+ 8.38% |
$29.7K - $33.6K
|
7.99K
$471K
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
BUY
|
- |
606+ 0.66% |
$29.1K - $33K
|
91.8K
$5.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
600+ 10.91% |
$28.8K - $32.6K
|
6.1K
$359K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
596+ 9.67% |
$28.6K - $32.4K
|
6.76K
$398K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
588+ 2.63% |
$28.2K - $32K
|
22.9K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
583+ 4.23% |
$28K - $31.7K
|
14.4K
$847K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
583+ 0.59% |
$28K - $31.7K
|
100K
$5.9M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
582New |
$27.9K - $31.7K
|
582
$34.3K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
581+ 7.38% |
$27.9K - $31.6K
|
8.45K
$498K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
580New |
$27.8K - $31.6K
|
580
$34.2K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
574+ 3.62% |
$27.5K - $31.2K
|
16.4K
$968K
|
|
|
May 14, 2024
Q1 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
573+ 1.89% |
$27.5K - $31.2K
|
30.9K
$1.82M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
571+ 5.05% |
$27.4K - $31.1K
|
11.9K
$701K
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
567+ 14.01% |
$27.2K - $30.8K
|
4.62K
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
565+ 20.46% |
$27.1K - $30.7K
|
3.33K
$196K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
563+ 0.97% |
$27K - $30.6K
|
58.7K
$3.46M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
BUY
|
- |
563+ 5.14% |
$27K - $30.6K
|
11.5K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
559+ 8.23% |
$26.8K - $30.4K
|
7.35K
$433K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
553+ 2.61% |
$26.5K - $30.1K
|
21.8K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
548+ 20.13% |
$26.3K - $29.8K
|
3.27K
$193K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
545+ 5.85% |
$26.1K - $29.6K
|
9.86K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
536+ 0.57% |
$25.7K - $29.2K
|
94K
$5.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
530+ 12.01% |
$25.4K - $28.8K
|
4.94K
$291K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
523+ 26.06% |
$25.1K - $28.5K
|
2.53K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
523+ 5.94% |
$25.1K - $28.5K
|
9.33K
$550K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
517+ 9.78% |
$24.8K - $28.1K
|
5.81K
$342K
|
|
|
Apr 24, 2024
Q1 2024
|
Albert D Mason Inc
|
BUY
|
- |
517+ 7.73% |
$24.8K - $28.1K
|
7.21K
$425K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
517+ 3.44% |
$24.8K - $28.1K
|
15.6K
$917K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
514+ 2.33% |
$24.7K - $28K
|
22.6K
$1.33M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
509+ 3.58% |
$24.4K - $27.7K
|
14.7K
$868K
|
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
503New |
$24.1K - $27.4K
|
503
$29.7K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
502+ 984.31% |
$24.1K - $27.3K
|
553
$32.6K
|
|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
500+ 1.05% |
$24K - $27.2K
|
48.1K
$2.84M
|