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
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$48 - $54.4
|
2.99K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.45% |
$48 - $54.4
|
70
$4.14K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.13% |
$48 - $54.4
|
789
$46.7K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.15% |
$48 - $54.4
|
88
$5.2K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.88% |
$48 - $54.4
|
114
$6.74K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$48 - $54.4
|
4.49K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.94% |
$48 - $54.4
|
105
$6.21K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.03% |
$48 - $54.4
|
3.97K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-2- 0.01% |
$96 - $109
|
25.1K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-2- 0.03% |
$96 - $109
|
5.87K
$347K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-3- 0.05% |
$144 - $163
|
5.65K
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-5- 0.06% |
$240 - $272
|
8.17K
$483K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5- 0.02% |
$240 - $272
|
32K
$1.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 10.91% |
$288 - $326
|
49
$2.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-6- 0.13% |
$288 - $326
|
4.74K
$280K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-7- 0.16% |
$336 - $381
|
4.29K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-9- 0.55% |
$432 - $490
|
1.63K
$96.4K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-10- 0.25% |
$480 - $544
|
3.97K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-12- 0.97% |
$576 - $653
|
1.22K
$72.4K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-13- 0.07% |
$624 - $707
|
17.4K
$1.03M
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-13- 24.53% |
$624 - $707
|
40
$2.37K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-22- 0.3% |
$1.06K - $1.2K
|
7.29K
$431K
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-22- 0.31% |
$1.06K - $1.2K
|
7K
$414K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-24- 0.61% |
$1.15K - $1.31K
|
3.88K
$230K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.24% |
$1.2K - $1.36K
|
10.4K
$615K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-26- 0.61% |
$1.25K - $1.41K
|
4.26K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-28- 0.43% |
$1.34K - $1.52K
|
6.42K
$380K
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-30- 0.17% |
$1.44K - $1.63K
|
17.7K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-31- 0.47% |
$1.49K - $1.69K
|
6.55K
$387K
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-33- 0.16% |
$1.58K - $1.8K
|
20.2K
$1.19M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-34- 0.59% |
$1.63K - $1.85K
|
5.69K
$336K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-35- 37.23% |
$1.68K - $1.9K
|
59
$3.49K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-35- 0.83% |
$1.68K - $1.9K
|
4.17K
$246K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-35- 33.98% |
$1.68K - $1.9K
|
68
$4.02K
|
|
|
May 14, 2024
Q1 2024
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-35- 0.78% |
$1.68K - $1.9K
|
4.43K
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-38- 4.36% |
$1.82K - $2.07K
|
834
$49.3K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-38- 42.22% |
$1.82K - $2.07K
|
52
$3.08K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-40- 0.17% |
$1.92K - $2.18K
|
22.9K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-42- 0.23% |
$2.02K - $2.28K
|
18.2K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-43- 0.05% |
$2.06K - $2.34K
|
87.7K
$5.18M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-43- 0.55% |
$2.06K - $2.34K
|
7.79K
$460K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-47- 0.14% |
$2.26K - $2.56K
|
32.9K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-47- 0.71% |
$2.26K - $2.56K
|
6.6K
$390K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-47- 2.15% |
$2.26K - $2.56K
|
2.13K
$126K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-48- 1.11% |
$2.3K - $2.61K
|
4.27K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-48- 0.62% |
$2.3K - $2.61K
|
7.68K
$454K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-48- 1.92% |
$2.3K - $2.61K
|
2.46K
$145K
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-50- 1.1% |
$2.4K - $2.72K
|
4.48K
$265K
|
|
|
Apr 25, 2024
Q1 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-50- 0.99% |
$2.4K - $2.72K
|
5.03K
$297K
|