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 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.97K+ 18.15% |
$118K - $154K
|
19.3K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.96K+ 29.51% |
$117K - $153K
|
13K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.93K+ 1.63% |
$116K - $152K
|
183K
$10.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.93K+ 6.25% |
$116K - $151K
|
49.7K
$2.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.92K+ 1.41% |
$116K - $151K
|
210K
$12.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.91K+ 4.2% |
$115K - $150K
|
72K
$4.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.9K+ 10.14% |
$115K - $150K
|
31.5K
$1.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Versor Investments LP
|
BUY
|
- |
2.9K+ 13.88% |
$115K - $150K
|
23.8K
$1.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Advocate Group LLC
|
BUY
|
- |
2.87K+ 2.14% |
$114K - $149K
|
137K
$8.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
2.86K+ 6.47% |
$114K - $148K
|
47.1K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.82K+ 3.58% |
$112K - $146K
|
81.6K
$4.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
2.82K+ 21.13% |
$112K - $146K
|
16.2K
$955K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.8K+ 20.98% |
$111K - $145K
|
16.1K
$954K
|
|
|
Dec 10, 2024
Q3 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
2.8K+ 6.2% |
$111K - $145K
|
47.9K
$2.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.7K+ 1.0% |
$107K - $140K
|
273K
$16.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.68K+ 1.59% |
$106K - $139K
|
172K
$10.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
BUY
|
- |
2.67K+ 4.94% |
$106K - $138K
|
56.7K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.57KNew |
$102K - $133K
|
2.57K
$152K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
2.56K+ 29.36% |
$102K - $133K
|
11.3K
$667K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.55K+ 32.26% |
$101K - $132K
|
10.4K
$617K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.47K+ 21.65% |
$97.9K - $128K
|
13.9K
$819K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.45K+ 14.06% |
$97K - $127K
|
19.8K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.42KNew |
$95.8K - $125K
|
2.42K
$143K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.4K+ 10.75% |
$95.2K - $124K
|
24.7K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.38K+ 17.02% |
$94.4K - $123K
|
16.4K
$966K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.29K+ 100.22% |
$90.9K - $119K
|
4.58K
$270K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.29K+ 32.22% |
$90.7K - $118K
|
9.39K
$554K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
2.27K+ 3.73% |
$90.2K - $118K
|
63.2K
$3.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.26K+ 8.7% |
$89.4K - $117K
|
28.2K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.23K+ 22.28% |
$88.3K - $115K
|
12.2K
$722K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.21K+ 0.22% |
$87.6K - $114K
|
1.03M
$60.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.21K+ 7.77% |
$87.5K - $114K
|
30.6K
$1.81M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
2.19K+ 5.06% |
$86.9K - $113K
|
45.5K
$2.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.18K+ 19.54% |
$86.4K - $113K
|
13.3K
$787K
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.14K+ 6.18% |
$84.8K - $111K
|
36.7K
$2.17M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
2.12K+ 11.26% |
$84.1K - $110K
|
20.9K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.11K+ 8.7% |
$83.8K - $109K
|
26.4K
$1.56M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.09K+ 8.41% |
$83K - $108K
|
27K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.06K+ 31.04% |
$81.7K - $107K
|
8.7K
$513K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
2.05K+ 20.68% |
$81.2K - $106K
|
12K
$706K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2K+ 9.39% |
$79.4K - $104K
|
23.3K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
2K+ 25.0% |
$79.3K - $104K
|
10K
$591K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.99K+ 1.19% |
$78.8K - $103K
|
169K
$9.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
BUY
|
- |
1.99K+ 58.06% |
$78.7K - $103K
|
5.4K
$319K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.97K+ 2.94% |
$78K - $102K
|
68.9K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.96K+ 5.68% |
$77.5K - $101K
|
36.4K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.94K+ 8.98% |
$76.7K - $100K
|
23.5K
$1.39M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.93K+ 7.7% |
$76.5K - $99.8K
|
27K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.93K+ 10.64% |
$76.4K - $99.7K
|
20K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.92K+ 21.34% |
$76.1K - $99.4K
|
10.9K
$645K
|