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 07, 2024
Q2 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-300- 2.29% |
$12.1K - $15.9K
|
12.8K
$746K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-300- 3.85% |
$12.1K - $15.9K
|
7.5K
$437K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-300- 2.06% |
$12.1K - $15.9K
|
14.3K
$830K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-300- 4.46% |
$12.1K - $15.9K
|
6.42K
$374K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-303- 5.65% |
$12.2K - $16.1K
|
5.06K
$294K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-309- 1.56% |
$12.4K - $16.4K
|
19.5K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-310- 4.68% |
$12.5K - $16.4K
|
6.32K
$368K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
SELL
|
- |
-314- 1.13% |
$12.6K - $16.6K
|
27.6K
$1.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-316- 3.65% |
$12.7K - $16.7K
|
8.35K
$486K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-324- 20.35% |
$13K - $17.2K
|
1.27K
$73.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-325- 2.59% |
$13.1K - $17.2K
|
12.2K
$712K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-325- 25.53% |
$13.1K - $17.2K
|
948
$55.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
SELL
|
- |
-328- 0.51% |
$13.2K - $17.4K
|
64.3K
$3.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-329- 1.67% |
$13.2K - $17.4K
|
19.4K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-331- 1.46% |
$13.3K - $17.5K
|
22.3K
$1.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-331- 1.04% |
$13.3K - $17.5K
|
31.6K
$1.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-332- 4.31% |
$13.4K - $17.6K
|
7.37K
$429K
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-337- 5.3% |
$13.6K - $17.9K
|
6.02K
$351K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-338- 4.09% |
$13.6K - $17.9K
|
7.93K
$462K
|
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
SELL
|
- |
-344- 4.27% |
$13.8K - $18.2K
|
7.71K
$449K
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-345- 2.07% |
$13.9K - $18.3K
|
16.3K
$951K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-345- 2.44% |
$13.9K - $18.3K
|
13.8K
$802K
|
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-347- 3.36% |
$14K - $18.4K
|
9.98K
$581K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-348- 1.73% |
$14K - $18.4K
|
19.8K
$1.15M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-348- 1.15% |
$14K - $18.4K
|
29.8K
$1.74M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-350- 3.41% |
$14.1K - $18.5K
|
9.92K
$577K
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-351- 1.15% |
$14.1K - $18.6K
|
30.1K
$1.75M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-356- 0.86% |
$14.3K - $18.9K
|
40.9K
$2.38M
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-366- 5.42% |
$14.7K - $19.4K
|
6.39K
$372K
|
|
|
Jul 16, 2024
Q2 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-371- 1.7% |
$14.9K - $19.7K
|
21.4K
$1.25M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-374- 23.26% |
$15.1K - $19.8K
|
1.23K
$71.9K
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-375- 3.83% |
$15.1K - $19.9K
|
9.41K
$548K
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-377- 1.67% |
$15.2K - $20K
|
22.2K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-380- 1.14% |
$15.3K - $20.1K
|
33.1K
$1.93M
|
|
|
Jul 18, 2024
Q2 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-400- 6.56% |
$16.1K - $21.2K
|
5.7K
$332K
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
SELL
|
- |
-400- 6.72% |
$16.1K - $21.2K
|
5.56K
$323K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-400- 35.71% |
$16.1K - $21.2K
|
720
$41.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-408- 16.46% |
$16.4K - $21.6K
|
2.07K
$121K
|
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-413- 4.43% |
$16.6K - $21.9K
|
8.91K
$519K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-419- 1.88% |
$16.9K - $22.2K
|
21.9K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-420- 1.18% |
$16.9K - $22.3K
|
35K
$2.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-420- 1.13% |
$16.9K - $22.3K
|
36.8K
$2.14M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-423- 6.13% |
$17K - $22.4K
|
6.48K
$377K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-426- 40.57% |
$17.1K - $22.6K
|
624
$36.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-434- 2.22% |
$17.5K - $23K
|
19.1K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
SELL
|
- |
-435- 4.11% |
$17.5K - $23.1K
|
10.2K
$591K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-438- 2.68% |
$17.6K - $23.2K
|
15.9K
$927K
|
|
|
Aug 14, 2024
Q2 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-440- 3.55% |
$17.7K - $23.3K
|
11.9K
$695K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-445- 5.77% |
$17.9K - $23.6K
|
7.27K
$423K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-448- 2.57% |
$18K - $23.7K
|
17K
$989K
|