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
|
Quilter PLC
|
BUY
|
- |
19.8K+ 44.01% |
$948K - $1.07M
|
64.6K
$3.82M
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
19.7KNew |
$947K - $1.07M
|
19.7K
$1.17M
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
BUY
|
- |
19.7K+ 5.51% |
$944K - $1.07M
|
377K
$22.3M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
19.4K+ 28.0% |
$930K - $1.05M
|
88.6K
$5.24M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19K+ 283.6% |
$914K - $1.04M
|
25.8K
$1.52M
|
|
May 14, 2024
Q1 2024
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
19K+ 235.82% |
$912K - $1.03M
|
27.1K
$1.6M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
19K+ 94.83% |
$911K - $1.03M
|
39K
$2.31M
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
18.7K+ 0.74% |
$898K - $1.02M
|
2.56M
$151M
|
|
Apr 11, 2024
Q1 2024
|
Kempner Capital Management Inc.
|
BUY
|
- |
18.7K+ 26.92% |
$896K - $1.02M
|
88K
$5.21M
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
18.6K+ 108.35% |
$893K - $1.01M
|
35.8K
$2.12M
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
18.6K+ 43.5% |
$891K - $1.01M
|
61.2K
$3.62M
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
18.5K+ 83.55% |
$890K - $1.01M
|
40.7K
$2.41M
|
|
May 13, 2024
Q1 2024
|
Davidson Investment Advisors
|
BUY
|
- |
18.4K+ 7.32% |
$883K - $1M
|
270K
$16M
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
18K+ 5.76% |
$865K - $981K
|
331K
$19.6M
|
|
May 13, 2024
Q1 2024
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
17.9K+ 164.2% |
$860K - $975K
|
28.8K
$1.7M
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
17.9K+ 19.31% |
$859K - $974K
|
111K
$6.54M
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
17.6KNew |
$843K - $956K
|
17.6K
$1.04M
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
17.4K+ 15.91% |
$835K - $947K
|
127K
$7.5M
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
17.4K+ 21.99% |
$835K - $946K
|
96.5K
$5.71M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
17K+ 37.89% |
$814K - $923K
|
61.8K
$3.65M
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
16.9K+ 1.37% |
$813K - $922K
|
1.26M
$74.3M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.7K+ 85.03% |
$802K - $909K
|
36.4K
$2.15M
|
|
May 14, 2024
Q1 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
16.6K+ 23.53% |
$799K - $906K
|
87.4K
$5.17M
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
16.6K+ 3152.65% |
$799K - $906K
|
17.2K
$1.02M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.6K+ 1.5% |
$796K - $902K
|
1.12M
$66.4M
|
|
Apr 25, 2024
Q1 2024
|
Advocate Group LLC
|
BUY
|
- |
16.5K+ 14.97% |
$792K - $897K
|
127K
$7.49M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.3K+ 13.27% |
$781K - $885K
|
139K
$8.21M
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
16.2K+ 7.38% |
$778K - $882K
|
236K
$14M
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
16.2K+ 26.75% |
$776K - $880K
|
76.6K
$4.53M
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
16K+ 569.08% |
$769K - $872K
|
18.8K
$1.11M
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
16K+ 3.24% |
$768K - $870K
|
510K
$30.1M
|
|
May 01, 2024
Q1 2024
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
16K+ 37.22% |
$767K - $870K
|
58.9K
$3.49M
|
|
May 14, 2024
Q1 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
16KNew |
$765K - $868K
|
16K
$943K
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
15.8K+ 32.1% |
$757K - $858K
|
64.9K
$3.84M
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
15.5K+ 48.39% |
$741K - $841K
|
47.4K
$2.8M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.2K+ 387.47% |
$728K - $826K
|
19.1K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
15KNew |
$720K - $816K
|
15K
$887K
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
14.9K+ 10.22% |
$713K - $808K
|
160K
$9.47M
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
14.7K+ 57.0% |
$705K - $799K
|
40.5K
$2.39M
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.6K+ 55.68% |
$702K - $796K
|
40.9K
$2.42M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
14.6K+ 45.13% |
$700K - $794K
|
46.9K
$2.78M
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
14.6K+ 53.61% |
$699K - $793K
|
41.8K
$2.47M
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
14.6KNew |
$698K - $792K
|
14.6K
$861K
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
14.4K+ 5.18% |
$689K - $782K
|
292K
$17.3M
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
14.3K+ 38.74% |
$687K - $779K
|
51.3K
$3.03M
|
|
May 14, 2024
Q1 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
14.2KNew |
$683K - $774K
|
14.2K
$842K
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
13.8K+ 1.31% |
$664K - $752K
|
1.07M
$63.4M
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
13.6K+ 215.56% |
$653K - $740K
|
19.9K
$1.18M
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
13.4K+ 5.01% |
$645K - $731K
|
282K
$16.7M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
13.4K+ 22.3% |
$644K - $730K
|
73.6K
$4.35M
|