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 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.92K+ 58.88% |
$76.1K - $99.4K
|
5.18K
$306K
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.91K+ 29.6% |
$75.7K - $98.7K
|
8.36K
$493K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.9K+ 18.58% |
$75.3K - $98.3K
|
12.1K
$716K
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 11.26% |
$74.4K - $97.1K
|
18.6K
$1.1M
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
1.83K+ 23.58% |
$72.6K - $94.7K
|
9.59K
$566K
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.81K+ 1.12% |
$71.7K - $93.5K
|
163K
$9.63M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.79K+ 3.14% |
$71K - $92.7K
|
58.8K
$3.47M
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
1.77KNew |
$70.2K - $91.6K
|
1.77K
$105K
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
1.75K+ 3.71% |
$69.4K - $90.6K
|
48.9K
$2.89M
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.74K+ 5.39% |
$69K - $90K
|
34K
$2.01M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.74K+ 17.76% |
$68.8K - $89.8K
|
11.5K
$680K
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.73K+ 2.45% |
$68.7K - $89.7K
|
72.4K
$4.28M
|
|
Oct 22, 2024
Q3 2024
|
Gam Holding Ag
|
BUY
|
- |
1.73K+ 0.72% |
$68.7K - $89.7K
|
242K
$14.3M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.71K+ 4.39% |
$67.8K - $88.5K
|
40.6K
$2.4M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.71K+ 4.35% |
$67.7K - $88.4K
|
41K
$2.42M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.7K+ 29.34% |
$67.5K - $88.1K
|
7.5K
$443K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.69KNew |
$67K - $87.4K
|
1.69K
$99.7K
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.67K+ 9.74% |
$66.2K - $86.4K
|
18.8K
$1.11M
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.65K+ 3.75% |
$65.6K - $85.6K
|
45.7K
$2.7M
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.59K+ 10.86% |
$63.2K - $82.4K
|
16.3K
$961K
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.58K+ 3.76% |
$62.7K - $81.8K
|
43.6K
$2.58M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.56K+ 116.27% |
$61.8K - $80.6K
|
2.9K
$171K
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.55K+ 58.59% |
$61.4K - $80.1K
|
4.19K
$247K
|
|
Oct 30, 2024
Q3 2024
|
Solitude Financial Services
|
BUY
|
- |
1.51K+ 17.15% |
$59.8K - $78.1K
|
10.3K
$609K
|
|
Nov 08, 2024
Q3 2024
|
Factorial Partners, LLC
|
BUY
|
- |
1.5K+ 4.29% |
$59.5K - $77.6K
|
36.5K
$2.16M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.48K+ 0.96% |
$58.6K - $76.4K
|
155K
$9.17M
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
1.46K+ 6.86% |
$57.8K - $75.5K
|
22.7K
$1.34M
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.46K+ 2.62% |
$57.8K - $75.5K
|
57.1K
$3.37M
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.45K+ 14.51% |
$57.4K - $74.9K
|
11.4K
$674K
|
|
Nov 14, 2024
Q3 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.44KNew |
$57K - $74.3K
|
1.44K
$84.8K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.41K+ 13.74% |
$55.8K - $72.8K
|
11.6K
$688K
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.38K+ 1.31% |
$54.6K - $71.3K
|
106K
$6.28M
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.38KNew |
$54.5K - $71.2K
|
1.38K
$81.2K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.37K+ 1.92% |
$54.2K - $70.7K
|
72.7K
$4.29M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.36K+ 14.71% |
$54.1K - $70.5K
|
10.6K
$628K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.36K+ 4.65% |
$53.9K - $70.3K
|
30.6K
$1.8M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.35K+ 2251.67% |
$53.6K - $69.9K
|
1.41K
$83.3K
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1.35K+ 13.65% |
$53.5K - $69.9K
|
11.2K
$664K
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.33K+ 2.93% |
$52.7K - $68.8K
|
46.8K
$2.76M
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.31K+ 64.53% |
$51.9K - $67.7K
|
3.34K
$197K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.31K+ 8.24% |
$51.8K - $67.5K
|
17.1K
$1.01M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.3K+ 3.82% |
$51.7K - $67.5K
|
35.5K
$2.09M
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.3K+ 0.7% |
$51.7K - $67.5K
|
187K
$11M
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.3K+ 19.19% |
$51.7K - $67.4K
|
8.09K
$478K
|
|
Nov 14, 2024
Q3 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.3K+ 0.39% |
$51.6K - $67.3K
|
336K
$19.8M
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
1.29K+ 8.07% |
$51.3K - $67K
|
17.3K
$1.02M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.29K+ 4.72% |
$51K - $66.6K
|
28.5K
$1.68M
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.27K+ 21.92% |
$50.3K - $65.7K
|
7.06K
$417K
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.26K+ 25.38% |
$49.9K - $65.2K
|
6.22K
$367K
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.25K+ 4.31% |
$49.6K - $64.7K
|
30.3K
$1.79M
|