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 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-624- 2.48% |
$25.1K - $33.1K
|
24.5K
$1.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-629- 9.8% |
$25.3K - $33.3K
|
5.79K
$312K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-639- 7.25% |
$25.7K - $33.9K
|
8.18K
$441K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-642- 11.41% |
$25.8K - $34K
|
4.99K
$269K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-645- 5.52% |
$26K - $34.2K
|
11K
$595K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-648- 10.1% |
$26.1K - $34.3K
|
5.77K
$311K
|
|
|
Aug 13, 2024
Q2 2024
|
Profund Advisors LLC
|
SELL
|
- |
-648- 1.53% |
$26.1K - $34.3K
|
41.8K
$2.25M
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-651- 2.45% |
$26.2K - $34.5K
|
25.9K
$1.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-694- 19.91% |
$27.9K - $36.8K
|
2.79K
$150K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-700- 5.56% |
$28.2K - $37.1K
|
11.9K
$641K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-700- 51.47% |
$28.2K - $37.1K
|
660
$35.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-700- 7.04% |
$28.2K - $37.1K
|
9.24K
$498K
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-700- 7.57% |
$28.2K - $37.1K
|
8.55K
$461K
|
|
|
Aug 09, 2024
Q2 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-700- 1.18% |
$28.2K - $37.1K
|
58.7K
$3.16M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-700- 11.05% |
$28.2K - $37.1K
|
5.64K
$304K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-704- 3.43% |
$28.3K - $37.3K
|
19.8K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-708- 1.36% |
$28.5K - $37.5K
|
51.5K
$2.78M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
SELL
|
- |
-723- 3.24% |
$29.1K - $38.3K
|
21.6K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-735- 1.73% |
$29.6K - $38.9K
|
41.9K
$2.26M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-743- 10.97% |
$29.9K - $39.4K
|
6.03K
$325K
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-743- 2.23% |
$29.9K - $39.4K
|
32.6K
$1.76M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-750- 22.55% |
$30.2K - $39.7K
|
2.58K
$139K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-750- 11.91% |
$30.2K - $39.7K
|
5.55K
$299K
|
|
|
Jul 23, 2024
Q2 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-750- 1.35% |
$30.2K - $39.7K
|
54.9K
$2.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-768- 4.65% |
$30.9K - $40.7K
|
15.8K
$849K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-768- 17.39% |
$30.9K - $40.7K
|
3.65K
$197K
|
|
|
Aug 14, 2024
Q2 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-775- 1.31% |
$31.2K - $41.1K
|
58.5K
$3.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-785- 39.55% |
$31.6K - $41.6K
|
1.2K
$64.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Northeast Investment Management
|
SELL
|
- |
-795- 8.0% |
$32K - $42.1K
|
9.15K
$493K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-795- 2.34% |
$32K - $42.1K
|
33.2K
$1.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-797- 4.61% |
$32.1K - $42.2K
|
16.5K
$889K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-799- 4.64% |
$32.2K - $42.3K
|
16.4K
$886K
|
|
|
Aug 12, 2024
Q2 2024
|
Puzo Michael J
|
SELL
|
- |
-800- 13.11% |
$32.2K - $42.4K
|
5.3K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-800- 7.89% |
$32.2K - $42.4K
|
9.34K
$503K
|
|
|
Aug 14, 2024
Q2 2024
|
Pingora Partners LLC
Wilson, WY |
SELL
|
- |
-800- 3.47% |
$32.2K - $42.4K
|
22.2K
$1.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-801- 7.87% |
$32.2K - $42.4K
|
9.38K
$506K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-804- 3.7% |
$32.4K - $42.6K
|
20.9K
$1.13M
|
|
|
Aug 01, 2024
Q2 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-805- 11.51% |
$32.4K - $42.7K
|
6.19K
$333K
|
|
|
Jul 30, 2024
Q2 2024
|
Citizens & Northern Corp
|
SELL
|
- |
-813- 4.35% |
$32.7K - $43.1K
|
17.9K
$964K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-822- 9.59% |
$33.1K - $43.6K
|
7.75K
$418K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-823- 8.8% |
$33.1K - $43.6K
|
8.52K
$459K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-828- 14.08% |
$33.3K - $43.9K
|
5.05K
$272K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-831- 2.74% |
$33.4K - $44K
|
29.5K
$1.59M
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-841- 20.12% |
$33.9K - $44.6K
|
3.34K
$180K
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-843- 2.56% |
$33.9K - $44.7K
|
32K
$1.73M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-845- 8.41% |
$34K - $44.8K
|
9.2K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-851- 9.64% |
$34.3K - $45.1K
|
7.98K
$430K
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-856- 2.78% |
$34.5K - $45.4K
|
30K
$1.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-864- 3.44% |
$34.8K - $45.8K
|
24.2K
$1.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-870- 1.54% |
$35K - $46.1K
|
55.7K
$3M
|