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
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
9.17K+ 141.39% |
$440K - $499K
|
15.7K
$926K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.13KNew |
$438K - $496K
|
9.13K
$540K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.09K+ 9.45% |
$436K - $495K
|
105K
$6.23M
|
|
|
May 13, 2024
Q1 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
9.08KNew |
$436K - $494K
|
9.08K
$537K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.02K+ 43.62% |
$433K - $491K
|
29.7K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
8.96KNew |
$430K - $487K
|
8.96K
$530K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.96KNew |
$430K - $487K
|
8.96K
$530K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
8.9K+ 11.49% |
$427K - $484K
|
86.4K
$5.11M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.85KNew |
$425K - $481K
|
8.85K
$523K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.73K+ 9.35% |
$419K - $475K
|
102K
$6.04M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.64K+ 185.9% |
$414K - $470K
|
13.3K
$786K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
BUY
|
- |
8.6K+ 98.76% |
$412K - $468K
|
17.3K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
8.58K+ 198.06% |
$412K - $467K
|
12.9K
$764K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
8.55K+ 6.31% |
$410K - $465K
|
144K
$8.52M
|
|
|
May 13, 2024
Q1 2024
|
Hgk Asset Management Inc
|
BUY
|
- |
8.47K+ 7.31% |
$406K - $461K
|
124K
$7.35M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
8.39K+ 33.72% |
$403K - $456K
|
33.3K
$1.97M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
8.27K+ 57.22% |
$397K - $450K
|
22.7K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
8.22K+ 170.67% |
$394K - $447K
|
13K
$771K
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
8.21KNew |
$394K - $447K
|
8.21K
$486K
|
|
|
Apr 24, 2024
Q1 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
8.21K+ 24.13% |
$394K - $447K
|
42.2K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
8.2KNew |
$393K - $446K
|
8.2K
$485K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
8.11K+ 11.78% |
$389K - $441K
|
76.9K
$4.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Fcf Advisors LLC
|
BUY
|
- |
8.1K+ 7.91% |
$388K - $440K
|
110K
$6.53M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
8.03KNew |
$385K - $437K
|
8.03K
$475K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.99K+ 14.45% |
$384K - $435K
|
63.3K
$3.74M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
7.93K+ 55.81% |
$380K - $431K
|
22.1K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.83K+ 74.56% |
$375K - $426K
|
18.3K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.81K+ 4.16% |
$375K - $425K
|
195K
$11.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
7.74K+ 10.64% |
$371K - $421K
|
80.5K
$4.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
7.68K+ 14.54% |
$368K - $418K
|
60.5K
$3.58M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
7.68K+ 100.07% |
$368K - $418K
|
15.3K
$908K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
7.65K+ 52.14% |
$367K - $416K
|
22.3K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Capital Management Corp
|
BUY
|
- |
7.63K+ 4.17% |
$366K - $415K
|
191K
$11.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.62K+ 76.2% |
$365K - $414K
|
17.6K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
7.6K+ 11.73% |
$364K - $413K
|
72.3K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
7.6K+ 67.71% |
$364K - $413K
|
18.8K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
7.59K+ 21.83% |
$364K - $413K
|
42.4K
$2.51M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.58K+ 78.0% |
$364K - $412K
|
17.3K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
7.57KNew |
$363K - $412K
|
7.57K
$447K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.46K+ 32.42% |
$358K - $406K
|
30.5K
$1.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.42K+ 190.21% |
$356K - $404K
|
11.3K
$669K
|
|
|
May 08, 2024
Q1 2024
|
Achmea Investment Management B.V.
|
BUY
|
- |
7.38K+ 2.73% |
$354K - $402K
|
278K
$16.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.37K+ 9.76% |
$353K - $401K
|
82.8K
$4.9M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
7.35K+ 94.47% |
$352K - $400K
|
15.1K
$894K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
7.19K+ 57.69% |
$345K - $391K
|
19.6K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.19K+ 3.73% |
$345K - $391K
|
200K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.06K+ 23.09% |
$339K - $384K
|
37.6K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.98KNew |
$335K - $379K
|
6.98K
$413K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.83KNew |
$328K - $372K
|
6.83K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
6.81K+ 6.04% |
$327K - $370K
|
119K
$7.06M
|