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 14, 2024
Q2 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
542+ 8.88% |
$21.8K - $28.7K
|
6.65K
$387K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
533+ 5.95% |
$21.5K - $28.2K
|
9.49K
$553K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
530+ 4.38% |
$21.3K - $28.1K
|
12.6K
$735K
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
525+ 2.61% |
$21.1K - $27.8K
|
20.7K
$1.2M
|
|
|
Jul 03, 2024
Q2 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
511+ 1.57% |
$20.6K - $27.1K
|
33.1K
$1.93M
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
BUY
|
- |
500+ 8.44% |
$20.1K - $26.5K
|
6.42K
$374K
|
|
|
Jul 25, 2024
Q2 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
487+ 6.83% |
$19.6K - $25.8K
|
7.62K
$444K
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
472+ 1.09% |
$19K - $25K
|
43.6K
$2.54M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
469+ 5.82% |
$18.9K - $24.9K
|
8.53K
$497K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
465+ 1.8% |
$18.7K - $24.6K
|
26.3K
$1.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
464+ 2.98% |
$18.7K - $24.6K
|
16K
$933K
|
|
|
Jul 31, 2024
Q2 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
460+ 2.45% |
$18.5K - $24.4K
|
19.2K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
449+ 9.08% |
$18.1K - $23.8K
|
5.39K
$314K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
447+ 9.04% |
$18K - $23.7K
|
5.39K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
420+ 3.97% |
$16.9K - $22.3K
|
11K
$641K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
419+ 6.33% |
$16.9K - $22.2K
|
7.04K
$410K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
418+ 4.09% |
$16.8K - $22.1K
|
10.6K
$619K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
417+ 7.18% |
$16.8K - $22.1K
|
6.22K
$362K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
412+ 2.04% |
$16.6K - $21.8K
|
20.6K
$1.2M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
405+ 59.73% |
$16.3K - $21.5K
|
1.08K
$63.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
400New |
$16.1K - $21.2K
|
400
$23.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
392+ 4.45% |
$15.8K - $20.8K
|
9.2K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
383+ 1.46% |
$15.4K - $20.3K
|
26.5K
$1.55M
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
383+ 1.31% |
$15.4K - $20.3K
|
29.5K
$1.72M
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
BUY
|
- |
374+ 1.01% |
$15.1K - $19.8K
|
37.3K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
364+ 209.2% |
$14.7K - $19.3K
|
538
$31.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
360+ 8.01% |
$14.5K - $19.1K
|
4.85K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
355+ 1.5% |
$14.3K - $18.8K
|
24.1K
$1.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
351+ 3.66% |
$14.1K - $18.6K
|
9.95K
$579K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
350+ 18.55% |
$14.1K - $18.5K
|
2.24K
$130K
|
|
|
Aug 09, 2024
Q2 2024
|
Perkins Capital Management Inc
|
BUY
|
- |
350+ 2.1% |
$14.1K - $18.5K
|
17K
$989K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
341+ 17.71% |
$13.7K - $18.1K
|
2.27K
$132K
|
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
341+ 4.61% |
$13.7K - $18.1K
|
7.74K
$451K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
340+ 2.51% |
$13.7K - $18K
|
13.9K
$808K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
338+ 0.61% |
$13.6K - $17.9K
|
55.3K
$3.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
330+ 3.42% |
$13.3K - $17.5K
|
9.98K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
328+ 0.32% |
$13.2K - $17.4K
|
102K
$5.96M
|
|
|
Jul 29, 2024
Q2 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
326+ 4.21% |
$13.1K - $17.3K
|
8.07K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
319+ 1.44% |
$12.8K - $16.9K
|
22.5K
$1.31M
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
312+ 4.53% |
$12.6K - $16.5K
|
7.21K
$420K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
305+ 5.3% |
$12.3K - $16.2K
|
6.06K
$353K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
304+ 2.0% |
$12.2K - $16.1K
|
15.5K
$902K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
300+ 5.4% |
$12.1K - $15.9K
|
5.85K
$341K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
BUY
|
- |
298+ 2.07% |
$12K - $15.8K
|
14.7K
$854K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
297+ 0.94% |
$12K - $15.7K
|
31.9K
$1.86M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
296+ 28.99% |
$11.9K - $15.7K
|
1.32K
$76.7K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
296+ 1.41% |
$11.9K - $15.7K
|
21.2K
$1.24M
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
292+ 9.42% |
$11.8K - $15.5K
|
3.39K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
284+ 0.92% |
$11.4K - $15K
|
31.2K
$1.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
281New |
$11.3K - $14.9K
|
281
$16.4K
|