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 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.79KNew |
$326K - $369K
|
6.79K
$402K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.77K+ 3.22% |
$325K - $368K
|
217K
$12.8M
|
|
May 14, 2024
Q1 2024
|
Winton Group LTD
London, X0 |
BUY
|
- |
6.77KNew |
$325K - $368K
|
6.77K
$400K
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
6.68K+ 120.77% |
$321K - $363K
|
12.2K
$722K
|
|
Apr 19, 2024
Q1 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
6.64K+ 10.74% |
$319K - $361K
|
68.5K
$4.05M
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
6.61KNew |
$317K - $360K
|
6.61K
$391K
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
6.42K+ 62.91% |
$308K - $349K
|
16.6K
$983K
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
6.4K+ 43.78% |
$307K - $348K
|
21K
$1.24M
|
|
May 14, 2024
Q1 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
6.29KNew |
$302K - $342K
|
6.29K
$372K
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
6.28K+ 22.99% |
$301K - $341K
|
33.6K
$1.99M
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
6.27KNew |
$301K - $341K
|
6.27K
$371K
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
6.24K+ 34.1% |
$299K - $339K
|
24.5K
$1.45M
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
6.21K+ 12.26% |
$298K - $338K
|
56.9K
$3.36M
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
BUY
|
- |
6.21K+ 12.26% |
$298K - $338K
|
56.9K
$3.36M
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
6.19K+ 11.48% |
$297K - $337K
|
60.1K
$3.55M
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
6.17K+ 7.89% |
$296K - $336K
|
84.4K
$4.99M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
6.13K+ 550.81% |
$294K - $333K
|
7.24K
$428K
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
6.11K+ 24.56% |
$293K - $332K
|
31K
$1.83M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.09KNew |
$292K - $331K
|
6.09K
$360K
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
6.08K+ 137.71% |
$292K - $331K
|
10.5K
$621K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.07K+ 18.32% |
$291K - $330K
|
39.2K
$2.32M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.04K+ 2.28% |
$290K - $329K
|
271K
$16M
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.02K+ 72.02% |
$289K - $328K
|
14.4K
$850K
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
BUY
|
- |
6KNew |
$288K - $326K
|
6K
$355K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6K+ 3.0% |
$288K - $326K
|
206K
$12.2M
|
|
May 10, 2024
Q1 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.96K+ 90.53% |
$286K - $324K
|
12.6K
$742K
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.9K+ 14.88% |
$283K - $321K
|
45.5K
$2.69M
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.8KNew |
$278K - $316K
|
5.8K
$343K
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
5.72K+ 7.18% |
$275K - $311K
|
85.4K
$5.05M
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.72KNew |
$274K - $311K
|
5.72K
$338K
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.72KNew |
$274K - $311K
|
5.72K
$338K
|
|
Apr 19, 2024
Q1 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
5.66K+ 26.94% |
$272K - $308K
|
26.7K
$1.58M
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
5.65K+ 19.29% |
$271K - $307K
|
34.9K
$2.07M
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
5.62KNew |
$270K - $306K
|
5.62K
$332K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.6K+ 7.58% |
$269K - $305K
|
79.5K
$4.7M
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
5.6K+ 60.74% |
$268K - $304K
|
14.8K
$876K
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
5.57K+ 130.29% |
$267K - $303K
|
9.85K
$582K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
5.56KNew |
$267K - $302K
|
5.56K
$329K
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
5.53K+ 24.86% |
$266K - $301K
|
27.8K
$1.64M
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
5.51KNew |
$265K - $300K
|
5.51K
$326K
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
5.51K+ 50.37% |
$264K - $300K
|
16.5K
$973K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5.44K+ 2.63% |
$261K - $296K
|
212K
$12.5M
|
|
May 15, 2024
Q1 2024
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
5.42K+ 15.77% |
$260K - $295K
|
39.8K
$2.35M
|
|
Apr 18, 2024
Q1 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
5.35K+ 7.33% |
$256K - $291K
|
78.3K
$4.63M
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
5.32KNew |
$255K - $290K
|
5.32K
$315K
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
5.32K+ 64.24% |
$255K - $289K
|
13.6K
$804K
|
|
May 03, 2024
Q1 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
5.32K+ 8.55% |
$255K - $289K
|
67.5K
$3.99M
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
5.28KNew |
$253K - $287K
|
5.28K
$312K
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.25KNew |
$252K - $286K
|
5.25K
$311K
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
5.22KNew |
$251K - $284K
|
5.22K
$309K
|