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 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-20- 6.41% |
$805 - $1.06K
|
292
$17K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-20- 3.18% |
$805 - $1.06K
|
609
$35.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-20- 0.15% |
$805 - $1.06K
|
13.7K
$798K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-20- 0.33% |
$805 - $1.06K
|
6.11K
$356K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-21- 0.09% |
$845 - $1.11K
|
22.3K
$1.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-22- 2.58% |
$886 - $1.17K
|
830
$48.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-23- 0.07% |
$926 - $1.22K
|
31.7K
$1.84M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23- 57.5% |
$926 - $1.22K
|
17
$990
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-24- 0.68% |
$966 - $1.27K
|
3.53K
$205K
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-26- 0.23% |
$1.05K - $1.38K
|
11.4K
$661K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-27- 1.02% |
$1.09K - $1.43K
|
2.62K
$153K
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-27- 1.08% |
$1.09K - $1.43K
|
2.48K
$144K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30- 5.41% |
$1.21K - $1.59K
|
525
$30.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-30- 0.11% |
$1.21K - $1.59K
|
28.1K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-30- 0.16% |
$1.21K - $1.59K
|
19.3K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-32- 21.62% |
$1.29K - $1.7K
|
116
$6.75K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-33- 0.42% |
$1.33K - $1.75K
|
7.77K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-34- 8.99% |
$1.37K - $1.8K
|
344
$20K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
SELL
|
- |
-35- 0.49% |
$1.41K - $1.85K
|
7.17K
$418K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-35- 1.83% |
$1.41K - $1.85K
|
1.88K
$109K
|
|
|
Aug 06, 2024
Q2 2024
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-38- 50.67% |
$1.53K - $2.01K
|
37
$2.15K
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-40- 0.7% |
$1.61K - $2.12K
|
5.7K
$332K
|
|
|
Aug 05, 2024
Q2 2024
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-40- 0.28% |
$1.61K - $2.12K
|
14.4K
$836K
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-41- 0.51% |
$1.65K - $2.17K
|
8.01K
$467K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-41- 20.3% |
$1.65K - $2.17K
|
161
$9.38K
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-43- 10.59% |
$1.73K - $2.28K
|
363
$21.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Benin Management Corp
|
SELL
|
- |
-46- 0.58% |
$1.85K - $2.44K
|
7.95K
$463K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-46- 1.71% |
$1.85K - $2.44K
|
2.64K
$154K
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-46- 2.22% |
$1.85K - $2.44K
|
2.02K
$118K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-46- 0.83% |
$1.85K - $2.44K
|
5.48K
$319K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-47- 0.62% |
$1.89K - $2.49K
|
7.49K
$436K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-49- 2.79% |
$1.97K - $2.6K
|
1.71K
$99.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-49- 0.84% |
$1.97K - $2.6K
|
5.76K
$335K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-49- 0.28% |
$1.97K - $2.6K
|
17.6K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-49- 0.51% |
$1.97K - $2.6K
|
9.61K
$559K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 6.54% |
$2.01K - $2.65K
|
714
$41.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 0.25% |
$2.01K - $2.65K
|
20.3K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-50- 0.61% |
$2.01K - $2.65K
|
8.12K
$473K
|
|
|
Aug 12, 2024
Q2 2024
|
Kidder Stephen W
|
SELL
|
- |
-50- 0.96% |
$2.01K - $2.65K
|
5.15K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-50- 0.4% |
$2.01K - $2.65K
|
12.3K
$719K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-51- 0.53% |
$2.05K - $2.7K
|
9.5K
$553K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-53- 40.15% |
$2.13K - $2.81K
|
79
$4.6K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-56- 0.09% |
$2.25K - $2.97K
|
64.5K
$3.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.59% |
$2.42K - $3.18K
|
10.1K
$589K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-60- 3.71% |
$2.42K - $3.18K
|
1.56K
$90.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-62- 0.86% |
$2.5K - $3.29K
|
7.11K
$414K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-65- 1.31% |
$2.62K - $3.44K
|
4.88K
$284K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-66- 0.26% |
$2.66K - $3.5K
|
24.9K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-69- 1.15% |
$2.78K - $3.66K
|
5.93K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-70- 7.0% |
$2.82K - $3.71K
|
930
$54.2K
|