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 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.3K+ 0.55% |
$637K - $723K
|
2.44M
$144M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13K+ 72.14% |
$624K - $708K
|
31K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
13K+ 34.05% |
$624K - $707K
|
51.2K
$3.02M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.9K+ 49.15% |
$618K - $701K
|
39.1K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
12.9KNew |
$618K - $701K
|
12.9K
$759K
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
12.8K+ 13.21% |
$612K - $694K
|
109K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
12.6K+ 27.34% |
$605K - $685K
|
58.7K
$3.46M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
12.6K+ 62.89% |
$603K - $684K
|
32.6K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
12.6K+ 277.49% |
$602K - $683K
|
17.1K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
12.4KNew |
$595K - $675K
|
12.4K
$731K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
12.4K+ 30.79% |
$593K - $673K
|
52.5K
$3.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
12.3K+ 63.55% |
$589K - $667K
|
31.6K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
12.3KNew |
$588K - $667K
|
12.3K
$722K
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 233.68% |
$564K - $639K
|
16.8K
$989K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
11.7K+ 40.42% |
$562K - $637K
|
40.7K
$2.4M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
11.7K+ 79.89% |
$560K - $635K
|
26.3K
$1.55M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
11.6K+ 173.68% |
$557K - $631K
|
18.3K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11.5K+ 19.59% |
$554K - $628K
|
70.5K
$4.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
11.2K+ 23.45% |
$538K - $610K
|
59.1K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
10.9K+ 40.53% |
$524K - $594K
|
37.9K
$2.23M
|
|
|
Apr 10, 2024
Q1 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
10.9K+ 8.82% |
$521K - $591K
|
134K
$7.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.8KNew |
$518K - $587K
|
10.8K
$636K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
10.7K+ 7.16% |
$515K - $584K
|
161K
$9.47M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 60.07% |
$514K - $583K
|
28.5K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.7K+ 79.74% |
$513K - $582K
|
24.1K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
10.5K+ 50.37% |
$502K - $570K
|
31.3K
$1.84M
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
10.4KNew |
$499K - $566K
|
10.4K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
10.3K+ 5.79% |
$495K - $561K
|
188K
$11.1M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10.2K+ 42.71% |
$488K - $553K
|
34K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.2K+ 8.5% |
$488K - $553K
|
130K
$7.65M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
10.1K+ 58.58% |
$483K - $548K
|
27.3K
$1.61M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
9.9KNew |
$475K - $539K
|
9.9K
$584K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.9KNew |
$475K - $539K
|
9.9K
$584K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
9.72K+ 3.69% |
$466K - $529K
|
273K
$16.1M
|
|
|
May 14, 2024
Q1 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9.7K+ 5.19% |
$465K - $528K
|
197K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Skylands Capital, LLC
|
BUY
|
- |
9.63K+ 5.38% |
$462K - $524K
|
189K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
9.56K+ 22.48% |
$459K - $520K
|
52.1K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9.44K+ 39.27% |
$453K - $513K
|
33.5K
$1.97M
|
|
|
Apr 23, 2024
Q1 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
9.44K+ 22.44% |
$453K - $513K
|
51.5K
$3.04M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
9.41KNew |
$451K - $512K
|
9.41K
$555K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
9.41KNew |
$451K - $512K
|
9.41K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.33K+ 117.7% |
$448K - $508K
|
17.3K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
9.33K+ 63.17% |
$448K - $508K
|
24.1K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
9.33KNew |
$447K - $507K
|
9.33K
$550K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.32K+ 5.6% |
$447K - $507K
|
176K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Legato Capital Management LLC
|
BUY
|
- |
9.3K+ 21.34% |
$446K - $506K
|
52.9K
$3.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
9.28K+ 64.32% |
$445K - $505K
|
23.7K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
9.28K+ 69.09% |
$445K - $505K
|
22.7K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.24K+ 5.4% |
$443K - $503K
|
180K
$10.6M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.22K+ 16.86% |
$442K - $501K
|
63.9K
$3.77M
|