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 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
134+ 2.66% |
$5.39K - $7.1K
|
5.18K
$304K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
129+ 10.65% |
$5.19K - $6.84K
|
1.34K
$78.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
126+ 1.33% |
$5.07K - $6.68K
|
9.61K
$565K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123+ 64.74% |
$4.95K - $6.52K
|
313
$18.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
121+ 1.29% |
$4.87K - $6.41K
|
9.53K
$560K
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
117+ 0.32% |
$4.71K - $6.2K
|
36.3K
$2.13M
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
117+ 0.66% |
$4.71K - $6.2K
|
17.8K
$1.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
115+ 1.53% |
$4.63K - $6.09K
|
7.64K
$449K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
114+ 1.3% |
$4.59K - $6.04K
|
8.85K
$520K
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
114+ 1.71% |
$4.59K - $6.04K
|
6.79K
$399K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
113+ 0.55% |
$4.55K - $5.99K
|
20.5K
$1.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
101+ 1.05% |
$4.07K - $5.35K
|
9.71K
$570K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
100+ 1.38% |
$4.03K - $5.3K
|
7.35K
$432K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$4.03K - $5.3K
|
100
$5.88K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
100New |
$4.03K - $5.3K
|
100
$5.88K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
100+ 3.03% |
$4.03K - $5.3K
|
3.4K
$200K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
93+ 1.38% |
$3.74K - $4.93K
|
6.85K
$403K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
92+ 1.0% |
$3.7K - $4.88K
|
9.27K
$545K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
85New |
$3.42K - $4.5K
|
85
$5K
|
|
|
Aug 09, 2024
Q2 2024
|
Capital City Trust CO
|
BUY
|
- |
81+ 0.33% |
$3.26K - $4.29K
|
24.8K
$1.46M
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
80+ 1.53% |
$3.22K - $4.24K
|
5.32K
$313K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
79+ 23.58% |
$3.18K - $4.19K
|
414
$24.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
73+ 0.57% |
$2.94K - $3.87K
|
12.8K
$754K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
72+ 1.33% |
$2.9K - $3.82K
|
5.47K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
69+ 1.33% |
$2.78K - $3.66K
|
5.25K
$309K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
68+ 1.32% |
$2.74K - $3.6K
|
5.22K
$307K
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
66+ 0.91% |
$2.66K - $3.5K
|
7.3K
$429K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
63+ 1.14% |
$2.54K - $3.34K
|
5.58K
$328K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
61+ 10.5% |
$2.46K - $3.23K
|
642
$37.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57New |
$2.29K - $3.02K
|
57
$3.35K
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
55+ 0.99% |
$2.21K - $2.91K
|
5.6K
$329K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
51+ 0.18% |
$2.05K - $2.7K
|
27.9K
$1.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
50+ 0.14% |
$2.01K - $2.65K
|
36.9K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
42New |
$1.69K - $2.23K
|
42
$2.47K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
38+ 0.25% |
$1.53K - $2.01K
|
15.2K
$893K
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
37+ 0.33% |
$1.49K - $1.96K
|
11.1K
$655K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
34+ 0.3% |
$1.37K - $1.8K
|
11.5K
$675K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Management CO
|
BUY
|
- |
32+ 0.11% |
$1.29K - $1.7K
|
28.1K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
31+ 0.57% |
$1.25K - $1.64K
|
5.49K
$323K
|
|
|
Jul 22, 2024
Q2 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
30+ 0.06% |
$1.21K - $1.59K
|
52.9K
$3.11M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
30New |
$1.21K - $1.59K
|
30
$1.76K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
29+ 0.16% |
$1.17K - $1.54K
|
17.8K
$1.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
25+ 0.09% |
$1.01K - $1.32K
|
28.4K
$1.67M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23New |
$926 - $1.22K
|
23
$1.35K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
22New |
$886 - $1.17K
|
22
$1.29K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
21+ 12.5% |
$845 - $1.11K
|
189
$11.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
20+ 1.38% |
$805 - $1.06K
|
1.47K
$86.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
18+ 0.07% |
$725 - $954
|
26.8K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
17+ 0.05% |
$684 - $901
|
33.3K
$1.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
16+ 1.25% |
$644 - $848
|
1.3K
$76.1K
|