Purchases and Sales Made in Q3 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
4.82KNew |
$191K - $250K
|
4.82K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4.81KNew |
$191K - $249K
|
4.81K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.81KNew |
$191K - $249K
|
4.81K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
4.81K+ 4.09% |
$191K - $249K
|
122K
$7.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.8KNew |
$190K - $248K
|
4.8K
$283K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.79KNew |
$190K - $248K
|
4.79K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.76KNew |
$189K - $246K
|
4.76K
$281K
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.75K+ 36.4% |
$188K - $246K
|
17.8K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
4.75KNew |
$188K - $246K
|
4.75K
$280K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.73K+ 39.42% |
$187K - $245K
|
16.7K
$987K
|
|
|
Nov 13, 2024
Q3 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
4.72KNew |
$187K - $244K
|
4.72K
$279K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.71KNew |
$187K - $244K
|
4.71K
$278K
|
|
|
Nov 06, 2024
Q3 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
4.69K+ 4.88% |
$186K - $243K
|
101K
$5.94M
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
4.67KNew |
$185K - $241K
|
4.67K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.67K+ 10.28% |
$185K - $241K
|
50.1K
$2.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.65K+ 10.97% |
$185K - $241K
|
47.1K
$2.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.64K+ 18.59% |
$184K - $240K
|
29.6K
$1.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.6KNew |
$183K - $238K
|
4.6K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
4.6KNew |
$182K - $238K
|
4.6K
$272K
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.6KNew |
$182K - $238K
|
4.6K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
4.57KNew |
$181K - $236K
|
4.57K
$270K
|
|
|
Nov 08, 2024
Q3 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4.56KNew |
$181K - $236K
|
4.56K
$269K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.55K+ 1.47% |
$181K - $236K
|
314K
$18.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.55KNew |
$180K - $235K
|
4.55K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.55KNew |
$180K - $235K
|
4.55K
$268K
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
4.55KNew |
$180K - $235K
|
4.55K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Quilter PLC
|
BUY
|
- |
4.55K+ 7.07% |
$180K - $235K
|
68.8K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
4.55KNew |
$180K - $235K
|
4.55K
$268K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.54K+ 10.63% |
$180K - $235K
|
47.3K
$2.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Lathrop Investment Management Corp
|
BUY
|
- |
4.53KNew |
$180K - $234K
|
4.53K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
4.53KNew |
$180K - $234K
|
4.53K
$267K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.51K+ 50.93% |
$179K - $233K
|
13.4K
$789K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.49KNew |
$178K - $232K
|
4.49K
$265K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
4.47KNew |
$177K - $231K
|
4.47K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$177K - $231K
|
4.46K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.45K+ 7.92% |
$176K - $230K
|
60.6K
$3.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.44K+ 11.95% |
$176K - $230K
|
41.6K
$2.45M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.42K+ 25.53% |
$175K - $229K
|
21.7K
$1.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
4.4KNew |
$175K - $228K
|
4.4K
$260K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$175K - $228K
|
4.4K
$260K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
4.4KNew |
$174K - $228K
|
4.4K
$260K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.39KNew |
$174K - $227K
|
4.39K
$259K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.38K+ 12.48% |
$174K - $227K
|
39.5K
$2.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
4.37KNew |
$173K - $226K
|
4.37K
$258K
|
|
|
Nov 07, 2024
Q3 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.37KNew |
$173K - $226K
|
4.37K
$258K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
4.36KNew |
$173K - $226K
|
4.36K
$258K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.36KNew |
$173K - $226K
|
4.36K
$257K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
4.35KNew |
$173K - $225K
|
4.35K
$257K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.35K+ 45.66% |
$173K - $225K
|
13.9K
$820K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4.34KNew |
$172K - $224K
|
4.34K
$256K
|