Purchases and Sales Made in Q2 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
893+ 8.56% |
$35.9K - $47.3K
|
11.3K
$666K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
858+ 0.57% |
$34.5K - $45.5K
|
151K
$8.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
844+ 15.36% |
$34K - $44.7K
|
6.34K
$373K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
843+ 54.74% |
$33.9K - $44.7K
|
2.38K
$140K
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
840+ 13.23% |
$33.8K - $44.5K
|
7.19K
$423K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
830+ 17.59% |
$33.4K - $44K
|
5.55K
$326K
|
|
|
Jul 31, 2024
Q2 2024
|
Davidson Trust CO
|
BUY
|
- |
829+ 7.19% |
$33.4K - $43.9K
|
12.4K
$726K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
827+ 1.9% |
$33.3K - $43.8K
|
44.3K
$2.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Varma Mutual Pension Insurance CO
Varma, H9 |
BUY
|
- |
826+ 0.19% |
$33.2K - $43.8K
|
434K
$25.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
799+ 1.52% |
$32.2K - $42.3K
|
53.4K
$3.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
799+ 12.66% |
$32.2K - $42.3K
|
7.11K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
797+ 1.56% |
$32.1K - $42.2K
|
52K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
796+ 10.37% |
$32K - $42.2K
|
8.47K
$498K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
792+ 18.82% |
$31.9K - $42K
|
5K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
783+ 14.09% |
$31.5K - $41.5K
|
6.34K
$373K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
772+ 2.12% |
$31.1K - $40.9K
|
37.1K
$2.18M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
759+ 19.45% |
$30.5K - $40.2K
|
4.66K
$274K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
746+ 2.12% |
$30K - $39.5K
|
36K
$2.11M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
732+ 10.83% |
$29.5K - $38.8K
|
7.49K
$440K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
730+ 11.76% |
$29.4K - $38.7K
|
6.94K
$408K
|
|
|
Aug 08, 2024
Q2 2024
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
716+ 3.26% |
$28.8K - $37.9K
|
22.7K
$1.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
710+ 8.73% |
$28.6K - $37.6K
|
8.84K
$520K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
703+ 14.08% |
$28.3K - $37.3K
|
5.7K
$335K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
694+ 11.5% |
$27.9K - $36.8K
|
6.73K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
687+ 6.71% |
$27.7K - $36.4K
|
10.9K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
676+ 0.98% |
$27.2K - $35.8K
|
69.5K
$4.09M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
672+ 13.35% |
$27K - $35.6K
|
5.71K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
670New |
$27K - $35.5K
|
670
$39.4K
|
|
|
Aug 14, 2024
Q2 2024
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
654+ 5.25% |
$26.3K - $34.7K
|
13.1K
$771K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
649+ 6.25% |
$26.1K - $34.4K
|
11K
$648K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
641+ 7.77% |
$25.8K - $34K
|
8.89K
$523K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
640+ 4.09% |
$25.8K - $33.9K
|
16.3K
$958K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
638+ 44.0% |
$25.7K - $33.8K
|
2.09K
$123K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
637+ 7.5% |
$25.6K - $33.8K
|
9.14K
$537K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
631+ 10.21% |
$25.4K - $33.4K
|
6.81K
$400K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
625+ 4.27% |
$25.2K - $33.1K
|
15.3K
$898K
|
|
|
Jul 15, 2024
Q2 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
624+ 14.4% |
$25.1K - $33.1K
|
4.96K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
617+ 5.43% |
$24.8K - $32.7K
|
12K
$705K
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
608+ 1.7% |
$24.5K - $32.2K
|
36.5K
$2.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
602+ 3.03% |
$24.2K - $31.9K
|
20.5K
$1.2M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
600+ 26.67% |
$24.2K - $31.8K
|
2.85K
$168K
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
600New |
$24.2K - $31.8K
|
600
$35.3K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
589+ 9.4% |
$23.7K - $31.2K
|
6.86K
$403K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
587+ 0.23% |
$23.6K - $31.1K
|
254K
$14.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
575+ 13.29% |
$23.1K - $30.5K
|
4.9K
$288K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
560New |
$22.5K - $29.7K
|
560
$32.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
559+ 3.34% |
$22.5K - $29.6K
|
17.3K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
555+ 1.45% |
$22.3K - $29.4K
|
38.8K
$2.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
552+ 1.87% |
$22.2K - $29.3K
|
30.1K
$1.77M
|
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
551+ 9.09% |
$22.2K - $29.2K
|
6.61K
$389K
|