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
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-50- 1.16% |
$2.4K - $2.72K
|
4.27K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-50- 0.81% |
$2.4K - $2.72K
|
6.09K
$360K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-50- 0.26% |
$2.4K - $2.72K
|
18.9K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-52- 0.07% |
$2.49K - $2.83K
|
74.7K
$4.42M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-52- 25.74% |
$2.49K - $2.83K
|
150
$8.87K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-54- 51.92% |
$2.59K - $2.94K
|
50
$2.96K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-55- 2.03% |
$2.64K - $2.99K
|
2.65K
$157K
|
|
|
May 02, 2024
Q1 2024
|
Meridian Management CO
|
SELL
|
- |
-55- 0.2% |
$2.64K - $2.99K
|
28.1K
$1.66M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-57- 0.38% |
$2.73K - $3.1K
|
14.9K
$881K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-59- 0.23% |
$2.83K - $3.21K
|
25.7K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-60- 1.49% |
$2.88K - $3.26K
|
3.96K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-64- 0.35% |
$3.07K - $3.48K
|
18.1K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-66- 7.24% |
$3.17K - $3.59K
|
845
$50K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-72- 1.15% |
$3.45K - $3.92K
|
6.21K
$367K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-75- 1.64% |
$3.6K - $4.08K
|
4.5K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-75- 1.27% |
$3.6K - $4.08K
|
5.84K
$345K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-76- 0.33% |
$3.65K - $4.13K
|
23.3K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-79- 1.54% |
$3.79K - $4.3K
|
5.04K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-79- 0.43% |
$3.79K - $4.3K
|
18.2K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-80- 43.01% |
$3.84K - $4.35K
|
106
$6.27K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-80- 0.79% |
$3.84K - $4.35K
|
10K
$594K
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-80- 0.39% |
$3.84K - $4.35K
|
20.5K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-80- 1.34% |
$3.84K - $4.35K
|
5.9K
$349K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-81- 29.89% |
$3.89K - $4.41K
|
190
$11.2K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-84- 3.03% |
$4.03K - $4.57K
|
2.69K
$159K
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-85- 0.65% |
$4.08K - $4.62K
|
13.1K
$772K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-85- 0.3% |
$4.08K - $4.62K
|
28.2K
$1.66M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-86- 2.17% |
$4.13K - $4.68K
|
3.88K
$230K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-88- 3.43% |
$4.22K - $4.79K
|
2.48K
$147K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-88- 1.15% |
$4.22K - $4.79K
|
7.54K
$446K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-90- 5.52% |
$4.32K - $4.9K
|
1.54K
$91.1K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-91- 0.4% |
$4.37K - $4.95K
|
22.8K
$1.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-91- 2.3% |
$4.37K - $4.95K
|
3.87K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-92- 1.51% |
$4.41K - $5K
|
6.01K
$356K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-93- 1.06% |
$4.46K - $5.06K
|
8.67K
$513K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 5.71% |
$4.8K - $5.44K
|
1.65K
$97.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-100- 9.47% |
$4.8K - $5.44K
|
956
$56.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-100- 5.91% |
$4.8K - $5.44K
|
1.59K
$94.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 1.8% |
$4.8K - $5.44K
|
5.47K
$324K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-100- 0.98% |
$4.8K - $5.44K
|
10.1K
$599K
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-100- 0.79% |
$4.8K - $5.44K
|
12.6K
$747K
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-100- 0.65% |
$4.8K - $5.44K
|
15.3K
$904K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-100- 1.47% |
$4.8K - $5.44K
|
6.72K
$397K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-101- 1.92% |
$4.85K - $5.49K
|
5.16K
$305K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-102- 1.5% |
$4.89K - $5.55K
|
6.71K
$397K
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-103- 1.61% |
$4.94K - $5.6K
|
6.3K
$372K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-106- 1.96% |
$5.09K - $5.77K
|
5.3K
$313K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-107- 4.92% |
$5.13K - $5.82K
|
2.07K
$122K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-108- 0.38% |
$5.18K - $5.88K
|
28.6K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-113- 1.14% |
$5.42K - $6.15K
|
9.83K
$581K
|