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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
168+ 175.0% |
$8.06K - $9.14K
|
264
$15.6K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
166+ 2.49% |
$7.96K - $9.03K
|
6.83K
$404K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
166+ 4.31% |
$7.96K - $9.03K
|
4.02K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
161+ 0.25% |
$7.72K - $8.76K
|
64.6K
$3.82M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
160New |
$7.68K - $8.7K
|
160
$9.46K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
159+ 3.05% |
$7.63K - $8.65K
|
5.38K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
158+ 0.35% |
$7.58K - $8.6K
|
45.7K
$2.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
158+ 0.61% |
$7.58K - $8.6K
|
26.1K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
156+ 0.02% |
$7.48K - $8.49K
|
769K
$45.5M
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
152+ 3.87% |
$7.29K - $8.27K
|
4.08K
$241K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
150+ 3.07% |
$7.2K - $8.16K
|
5.04K
$298K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
150+ 1.15% |
$7.2K - $8.16K
|
13.2K
$780K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
150+ 1.46% |
$7.2K - $8.16K
|
10.4K
$617K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
147+ 1.47% |
$7.05K - $8K
|
10.2K
$601K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
142+ 1.19% |
$6.81K - $7.72K
|
12K
$712K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
141+ 3.28% |
$6.77K - $7.67K
|
4.44K
$263K
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
139+ 0.47% |
$6.67K - $7.56K
|
29.6K
$1.75M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
135New |
$6.48K - $7.34K
|
135
$7.98K
|
|
|
Apr 29, 2024
Q1 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
133+ 29.69% |
$6.38K - $7.24K
|
581
$34.4K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
132New |
$6.33K - $7.18K
|
132
$7.81K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
127+ 1.07% |
$6.09K - $6.91K
|
12K
$709K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
126+ 0.95% |
$6.05K - $6.85K
|
13.3K
$788K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
124+ 0.43% |
$5.95K - $6.75K
|
29K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
123+ 0.97% |
$5.9K - $6.69K
|
12.8K
$754K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
122+ 1.12% |
$5.85K - $6.64K
|
11.1K
$654K
|
|
|
Apr 11, 2024
Q1 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
121+ 2.0% |
$5.81K - $6.58K
|
6.16K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
121+ 1.15% |
$5.81K - $6.58K
|
10.7K
$630K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
119+ 13.81% |
$5.71K - $6.47K
|
981
$58K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
117+ 1.41% |
$5.61K - $6.36K
|
8.42K
$498K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
114+ 0.85% |
$5.47K - $6.2K
|
13.5K
$799K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
112+ 19.11% |
$5.37K - $6.09K
|
698
$41.3K
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
112+ 1.11% |
$5.37K - $6.09K
|
10.2K
$605K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
109+ 2.0% |
$5.23K - $5.93K
|
5.55K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
109+ 1.16% |
$5.23K - $5.93K
|
9.48K
$561K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
107+ 0.13% |
$5.13K - $5.82K
|
81.7K
$4.83M
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
105+ 0.2% |
$5.04K - $5.71K
|
52.6K
$3.11M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
104+ 2.18% |
$4.99K - $5.66K
|
4.88K
$289K
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
103+ 0.43% |
$4.94K - $5.6K
|
23.9K
$1.42M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
101+ 37.27% |
$4.85K - $5.49K
|
372
$22K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
100+ 9.09% |
$4.8K - $5.44K
|
1.2K
$71K
|
|
|
Apr 18, 2024
Q1 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
100+ 0.42% |
$4.8K - $5.44K
|
24K
$1.42M
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
BUY
|
- |
100+ 0.61% |
$4.8K - $5.44K
|
16.4K
$972K
|
|
|
May 10, 2024
Q1 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 3.37% |
$4.8K - $5.44K
|
3.07K
$182K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
BUY
|
- |
100New |
$4.8K - $5.44K
|
100
$5.91K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
99+ 46.48% |
$4.75K - $5.39K
|
312
$18.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
94+ 2.11% |
$4.51K - $5.11K
|
4.55K
$269K
|
|
|
Apr 26, 2024
Q1 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
94+ 2.23% |
$4.51K - $5.11K
|
4.31K
$255K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
91New |
$4.37K - $4.95K
|
91
$5.38K
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
91+ 0.93% |
$4.37K - $4.95K
|
9.84K
$582K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
90+ 2.2% |
$4.32K - $4.9K
|
4.18K
$247K
|