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 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
49.3K+ 1026.29% |
$2.36M - $2.68M
|
54.1K
$3.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
48.9KNew |
$2.35M - $2.66M
|
48.9K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Kennedy Capital Management, Inc.
St Louis, MO |
BUY
|
- |
47.7KNew |
$2.29M - $2.6M
|
47.7K
$2.82M
|
|
|
May 06, 2024
Q1 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
46.6KNew |
$2.24M - $2.54M
|
46.6K
$2.76M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
46.5K+ 100.47% |
$2.23M - $2.53M
|
92.8K
$5.49M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
45K+ 2.61% |
$2.16M - $2.45M
|
1.77M
$105M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
44.9K+ 88135.29% |
$2.16M - $2.45M
|
45K
$2.66M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
44.8K+ 12.86% |
$2.15M - $2.44M
|
393K
$23.2M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
43.7K+ 99.51% |
$2.09M - $2.38M
|
87.5K
$5.18M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
BUY
|
- |
42.7K+ 2.66% |
$2.05M - $2.32M
|
1.65M
$97.5M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
42.5K+ 46.39% |
$2.04M - $2.31M
|
134K
$7.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
42.2K+ 54.83% |
$2.03M - $2.3M
|
119K
$7.05M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
41K+ 11.98% |
$1.97M - $2.23M
|
383K
$22.6M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
40.8K+ 38.49% |
$1.96M - $2.22M
|
147K
$8.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
40K+ 36.37% |
$1.92M - $2.18M
|
150K
$8.87M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
38.9K+ 6.52% |
$1.87M - $2.12M
|
636K
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38.3K+ 61.05% |
$1.84M - $2.09M
|
101K
$5.98M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
38.2K+ 46.96% |
$1.83M - $2.08M
|
119K
$7.06M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
38K+ 13.07% |
$1.82M - $2.07M
|
329K
$19.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
37.7K+ 35.12% |
$1.81M - $2.05M
|
145K
$8.57M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
37.6KNew |
$1.81M - $2.05M
|
37.6K
$2.23M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
37.6K+ 6.58% |
$1.81M - $2.05M
|
609K
$36M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
37K+ 28.05% |
$1.78M - $2.02M
|
169K
$10M
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
BUY
|
- |
36.9K+ 11.54% |
$1.77M - $2.01M
|
357K
$21.1M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
36.7K+ 0.41% |
$1.76M - $2M
|
8.94M
$529M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
36.4K+ 44.43% |
$1.75M - $1.98M
|
118K
$7M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
36.1K+ 8.35% |
$1.73M - $1.96M
|
468K
$27.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35.7K+ 126.27% |
$1.71M - $1.94M
|
64K
$3.79M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
35.7K+ 10.34% |
$1.71M - $1.94M
|
381K
$22.5M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
35.4K+ 9.25% |
$1.7M - $1.92M
|
417K
$24.7M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
35.2K+ 21.76% |
$1.69M - $1.91M
|
197K
$11.6M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
34.8K+ 22.33% |
$1.67M - $1.89M
|
190K
$11.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
34.7K+ 63.17% |
$1.66M - $1.89M
|
89.5K
$5.29M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
34.4KNew |
$1.65M - $1.87M
|
34.4K
$2.04M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
34.3K+ 25.33% |
$1.65M - $1.87M
|
170K
$10M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
34.3K+ 106.26% |
$1.64M - $1.87M
|
66.5K
$3.94M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
34K+ 179.89% |
$1.63M - $1.85M
|
52.9K
$3.13M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
33.6KNew |
$1.61M - $1.83M
|
33.6K
$1.99M
|
|
|
Apr 18, 2024
Q1 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
33.6KNew |
$1.61M - $1.83M
|
33.6K
$1.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
33.6K+ 5.53% |
$1.61M - $1.83M
|
640K
$37.8M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
32.7K+ 42.25% |
$1.57M - $1.78M
|
110K
$6.51M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31.9K+ 141.29% |
$1.53M - $1.74M
|
54.6K
$3.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
31.9KNew |
$1.53M - $1.74M
|
31.9K
$1.89M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
31.8K+ 56.8% |
$1.53M - $1.73M
|
87.8K
$5.19M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
31.4K+ 112.57% |
$1.51M - $1.71M
|
59.3K
$3.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
31.1K+ 5.3% |
$1.49M - $1.69M
|
619K
$36.6M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
31.1K+ 69.03% |
$1.49M - $1.69M
|
76.1K
$4.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
31K+ 76.67% |
$1.49M - $1.69M
|
71.5K
$4.23M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
30.9K+ 6.33% |
$1.48M - $1.68M
|
519K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
30.7K+ 442.69% |
$1.47M - $1.67M
|
37.7K
$2.23M
|