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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 1.23% |
$604 - $795
|
1.24K
$72.1K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
14+ 0.22% |
$564 - $742
|
6.35K
$370K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
14+ 0.38% |
$564 - $742
|
3.7K
$215K
|
|
|
Jul 12, 2024
Q2 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
13+ 0.01% |
$523 - $689
|
111K
$6.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
12+ 0.12% |
$483 - $636
|
9.84K
$573K
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
BUY
|
- |
11+ 0.22% |
$443 - $583
|
5.05K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
10+ 20.41% |
$403 - $530
|
59
$3.44K
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
9+ 0.01% |
$362 - $477
|
78.6K
$4.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
9+ 0.13% |
$362 - $477
|
7.16K
$417K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8+ 0.11% |
$322 - $424
|
7.28K
$424K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7+ 0.11% |
$282 - $371
|
6.51K
$379K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$282 - $371
|
5.13K
$299K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$282 - $371
|
7
$408
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
7+ 0.13% |
$282 - $371
|
5.41K
$315K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$242 - $318
|
8K
$466K
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 1.15% |
$242 - $318
|
528
$30.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
5+ 0.49% |
$201 - $265
|
1.02K
$59.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.57% |
$161 - $212
|
258
$15K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4+ 0.07% |
$161 - $212
|
5.74K
$334K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.05% |
$121 - $159
|
5.56K
$324K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3+ 0.11% |
$121 - $159
|
2.65K
$154K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3+ 0.06% |
$121 - $159
|
5.18K
$302K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.05% |
$80.5 - $106
|
4.08K
$238K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.34% |
$80.5 - $106
|
584
$34K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 1.75% |
$80.5 - $106
|
116
$6.75K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 1.59% |
$80.5 - $106
|
128
$7.45K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.54% |
$80.5 - $106
|
374
$21.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.02% |
$40.3 - $53
|
5.52K
$321K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1New |
$40.3 - $53
|
1
$58.2
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 1.43% |
$40.3 - $53
|
71
$4.13K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.14% |
$40.3 - $53
|
89
$5.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1+ 100.0% |
$40.3 - $53
|
2
$116
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.13% |
$40.3 - $53
|
790
$46K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1New |
$40.3 - $53
|
1
$58.2
|
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1- -0.0% |
$40.3 - $53
|
20.2K
$1.17M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-2- 0.03% |
$80.5 - $106
|
6K
$349K
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2- 0.02% |
$80.5 - $106
|
10.5K
$613K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 6.0% |
$121 - $159
|
47
$2.74K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-5- 0.03% |
$201 - $265
|
16.3K
$951K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6- 0.12% |
$242 - $318
|
5.16K
$300K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-8- 0.61% |
$322 - $424
|
1.3K
$75.7K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-8- 24.24% |
$322 - $424
|
25
$1.46K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-8- 1.24% |
$322 - $424
|
638
$37.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 5.95% |
$403 - $530
|
158
$9.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-11- 1.6% |
$443 - $583
|
675
$39.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-12- 0.2% |
$483 - $636
|
6.09K
$354K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-14- 0.52% |
$564 - $742
|
2.66K
$155K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-17- 43.59% |
$684 - $901
|
22
$1.28K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-18- 26.47% |
$725 - $954
|
50
$2.91K
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-18- 0.12% |
$725 - $954
|
14.9K
$870K
|