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
|
Beta Wealth Group, Inc.
|
BUY
|
- |
88+ 1.41% |
$4.22K - $4.79K
|
6.31K
$377K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
87+ 0.39% |
$4.17K - $4.73K
|
22.4K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
86+ 4.78% |
$4.13K - $4.68K
|
1.89K
$113K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
86+ 1.37% |
$4.13K - $4.68K
|
6.34K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
86+ 1.0% |
$4.13K - $4.68K
|
8.69K
$519K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
83+ 1.19% |
$3.98K - $4.52K
|
7.06K
$421K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
83+ 1.42% |
$3.98K - $4.52K
|
5.92K
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
81+ 9.35% |
$3.89K - $4.41K
|
947
$56.5K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
79+ 1.28% |
$3.79K - $4.3K
|
6.26K
$373K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
76+ 0.51% |
$3.65K - $4.13K
|
15K
$892K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
74+ 1.22% |
$3.55K - $4.03K
|
6.12K
$365K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
73+ 0.37% |
$3.5K - $3.97K
|
19.8K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
70+ 7.53% |
$3.36K - $3.81K
|
1K
$59.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
68New |
$3.26K - $3.7K
|
68
$4.06K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
67+ 0.73% |
$3.21K - $3.64K
|
9.19K
$549K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
66+ 0.88% |
$3.17K - $3.59K
|
7.54K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
65+ 18.11% |
$3.12K - $3.54K
|
424
$25.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
61+ 1.44% |
$2.93K - $3.32K
|
4.3K
$256K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
60+ 0.32% |
$2.88K - $3.26K
|
19K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
59+ 1.47% |
$2.83K - $3.21K
|
4.08K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Edmp, Inc.
|
BUY
|
- |
59+ 0.14% |
$2.83K - $3.21K
|
43.3K
$2.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
58+ 0.81% |
$2.78K - $3.16K
|
7.23K
$432K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
58+ 1.4% |
$2.78K - $3.16K
|
4.21K
$251K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
56+ 1.1% |
$2.69K - $3.05K
|
5.13K
$306K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
54+ 1.01% |
$2.59K - $2.94K
|
5.4K
$322K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
52+ 0.07% |
$2.49K - $2.83K
|
78.6K
$4.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
50+ 0.14% |
$2.4K - $2.72K
|
35.1K
$2.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
50New |
$2.4K - $2.72K
|
50
$2.98K
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
46+ 0.26% |
$2.21K - $2.5K
|
17.7K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
44+ 0.83% |
$2.11K - $2.39K
|
5.33K
$318K
|
|
|
Apr 23, 2024
Q1 2024
|
Dechtman Wealth Management, LLC
Centennial, CO |
BUY
|
- |
41+ 0.99% |
$1.97K - $2.23K
|
4.2K
$251K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
40+ 0.64% |
$1.92K - $2.18K
|
6.29K
$375K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
40+ 0.71% |
$1.92K - $2.18K
|
5.66K
$338K
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
40+ 0.4% |
$1.92K - $2.18K
|
10K
$599K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
39New |
$1.87K - $2.12K
|
39
$2.33K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
39+ 0.49% |
$1.87K - $2.12K
|
8.06K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
39+ 18.66% |
$1.87K - $2.12K
|
248
$14.8K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
38+ 2.75% |
$1.82K - $2.07K
|
1.42K
$84.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35+ 44.87% |
$1.68K - $1.9K
|
113
$6.74K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
35+ 77.78% |
$1.68K - $1.9K
|
80
$4.77K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
35+ 30.97% |
$1.68K - $1.9K
|
148
$8.83K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
35+ 0.75% |
$1.68K - $1.9K
|
4.68K
$279K
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
BUY
|
- |
34+ 0.14% |
$1.63K - $1.85K
|
24.7K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
34+ 9.88% |
$1.63K - $1.85K
|
378
$22.6K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
BUY
|
- |
33+ 0.22% |
$1.58K - $1.8K
|
15K
$892K
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
32+ 0.42% |
$1.54K - $1.74K
|
7.58K
$452K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31+ 0.19% |
$1.49K - $1.69K
|
16.2K
$969K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
31+ 0.7% |
$1.49K - $1.69K
|
4.43K
$264K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
31+ 0.58% |
$1.49K - $1.69K
|
5.33K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
31+ 0.12% |
$1.49K - $1.69K
|
26.8K
$1.6M
|