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 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-2.59K- 9.06% |
$104K - $137K
|
26K
$1.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.59K- 24.06% |
$104K - $137K
|
8.19K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-2.6K- 8.76% |
$105K - $138K
|
27.1K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.61K- 11.2% |
$105K - $138K
|
20.7K
$1.11M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-2.61K- 10.15% |
$105K - $138K
|
23.1K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-2.61K- 18.15% |
$105K - $139K
|
11.8K
$635K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.62K- 6.4% |
$106K - $139K
|
38.3K
$2.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.63K- 1.28% |
$106K - $139K
|
203K
$10.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.64K- 4.13% |
$106K - $140K
|
61.2K
$3.3M
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-2.65K- 52.44% |
$107K - $140K
|
2.4K
$129K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.66K- 5.9% |
$107K - $141K
|
42.4K
$2.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.67K- 25.49% |
$107K - $141K
|
7.79K
$420K
|
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.69K- 19.88% |
$108K - $142K
|
10.8K
$583K
|
|
|
Aug 09, 2024
Q2 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-2.69K- 7.05% |
$108K - $143K
|
35.5K
$1.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-2.72K- 20.61% |
$109K - $144K
|
10.5K
$564K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.73K- 22.64% |
$110K - $144K
|
9.31K
$502K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.73K- 23.47% |
$110K - $145K
|
8.9K
$480K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-2.73K- 16.76% |
$110K - $145K
|
13.6K
$732K
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.74K- 10.95% |
$110K - $145K
|
22.2K
$1.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.74K- 5.76% |
$110K - $145K
|
44.8K
$2.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.76K- 11.28% |
$111K - $146K
|
21.7K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.78K- 30.98% |
$112K - $147K
|
6.18K
$333K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.8K- 9.98% |
$113K - $148K
|
25.2K
$1.36M
|
|
|
Oct 15, 2024
Q2 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
SELL
|
- |
-2.8K- 32.48% |
$113K - $148K
|
5.82K
$314K
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.8K- 13.87% |
$113K - $148K
|
17.4K
$938K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-2.81K- 28.39% |
$113K - $149K
|
7.09K
$382K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.83K- 14.56% |
$114K - $150K
|
16.6K
$894K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-2.88K- 6.13% |
$116K - $152K
|
44.1K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.9K- 7.73% |
$117K - $154K
|
34.6K
$1.87M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.91K- 32.2% |
$117K - $154K
|
6.13K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2.92K- 97.99% |
$117K - $155K
|
60
$3.23K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-2.94K- 27.64% |
$118K - $156K
|
7.69K
$414K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-2.95K- 19.37% |
$119K - $156K
|
12.3K
$662K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2.97K- 33.77% |
$120K - $157K
|
5.82K
$314K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.98K- 6.52% |
$120K - $158K
|
42.8K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.99K- 14.97% |
$120K - $159K
|
17K
$917K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.01K- 6.08% |
$121K - $159K
|
46.5K
$2.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-3.01K- 12.08% |
$121K - $160K
|
21.9K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-3.02K- 1.81% |
$121K - $160K
|
164K
$8.84M
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.04K- 7.59% |
$122K - $161K
|
36.9K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-3.07K- 30.39% |
$123K - $162K
|
7.02K
$378K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-3.07K- 33.13% |
$124K - $163K
|
6.2K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 24.64% |
$124K - $163K
|
9.43K
$508K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3.11K- 10.93% |
$125K - $165K
|
25.3K
$1.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.12K- 3.56% |
$125K - $165K
|
84.3K
$4.54M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.14K- 15.38% |
$126K - $166K
|
17.3K
$930K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-3.17K- 7.81% |
$128K - $168K
|
37.5K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.19K- 13.22% |
$128K - $169K
|
20.9K
$1.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.23K- 14.68% |
$130K - $171K
|
18.8K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.27K- 32.84% |
$132K - $173K
|
6.7K
$361K
|