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 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
30+ 5.71% |
$1.44K - $1.63K
|
555
$32.8K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$1.44K - $1.63K
|
30
$1.77K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
30+ 0.6% |
$1.44K - $1.63K
|
5.04K
$298K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
29+ 13.36% |
$1.39K - $1.58K
|
246
$14.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28+ 0.05% |
$1.34K - $1.52K
|
59.6K
$3.52M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27+ 19.15% |
$1.3K - $1.47K
|
168
$9.94K
|
|
|
Apr 15, 2024
Q1 2024
|
Stonebridge Capital Management Inc
Los Angeles, CA |
BUY
|
- |
25+ 0.11% |
$1.2K - $1.36K
|
22.6K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
25New |
$1.2K - $1.36K
|
25
$1.48K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
24+ 0.08% |
$1.15K - $1.31K
|
28.6K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23+ 7.8% |
$1.1K - $1.25K
|
318
$18.8K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
23+ 0.55% |
$1.1K - $1.25K
|
4.21K
$249K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
22+ 0.23% |
$1.06K - $1.2K
|
9.73K
$575K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
22+ 0.17% |
$1.06K - $1.2K
|
12.8K
$755K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
20+ 1.21% |
$960 - $1.09K
|
1.68K
$99.1K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
20+ 0.37% |
$960 - $1.09K
|
5.39K
$319K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
20+ 3.0% |
$960 - $1.09K
|
686
$40.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
18+ 0.23% |
$864 - $979
|
8.01K
$474K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
18+ 0.33% |
$864 - $979
|
5.48K
$324K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
17+ 1.19% |
$816 - $925
|
1.45K
$85.6K
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
17+ 0.41% |
$816 - $925
|
4.16K
$246K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
16+ 0.05% |
$768 - $870
|
33.2K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
13+ 0.35% |
$624 - $707
|
3.68K
$218K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12+ 0.19% |
$576 - $653
|
6.34K
$375K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
12+ 0.06% |
$576 - $653
|
19.5K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
10+ 0.22% |
$480 - $544
|
4.54K
$268K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10+ 0.17% |
$480 - $544
|
5.88K
$348K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9+ 0.09% |
$432 - $490
|
9.65K
$570K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
8+ 0.11% |
$384 - $435
|
7.15K
$423K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
8+ 0.14% |
$384 - $435
|
5.82K
$344K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
8+ 0.62% |
$384 - $435
|
1.31K
$77.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
7+ 0.14% |
$336 - $381
|
5.08K
$301K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7+ 1.33% |
$336 - $381
|
532
$31.5K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 0.1% |
$336 - $381
|
7.27K
$430K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
6+ 0.47% |
$288 - $326
|
1.28K
$75.6K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 0.97% |
$240 - $272
|
522
$30.9K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
4+ 0.4% |
$192 - $218
|
1.02K
$60K
|
|
|
May 08, 2024
Q1 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.2% |
$144 - $163
|
254
$15K
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3+ 0.06% |
$144 - $163
|
5.18K
$306K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 2.73% |
$144 - $163
|
113
$6.68K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.01% |
$96 - $109
|
16.3K
$966K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2+ 0.04% |
$96 - $109
|
5.56K
$329K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$48 - $54.4
|
853
$50.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.12% |
$48 - $54.4
|
852
$50.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.78% |
$48 - $54.4
|
130
$7.69K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1+ 0.02% |
$48 - $54.4
|
5.3K
$313K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$48 - $54.4
|
5.71K
$338K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
1+ 0.76% |
$48 - $54.4
|
133
$7.87K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 3.13% |
$48 - $54.4
|
33
$1.95K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.07% |
$48 - $54.4
|
1.38K
$81.4K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.8% |
$48 - $54.4
|
126
$7.45K
|