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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
601+ 10.52% |
$23.8K - $31.1K
|
6.32K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
599+ 4.36% |
$23.8K - $31K
|
14.3K
$823K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
598+ 3.66% |
$23.7K - $30.9K
|
16.9K
$972K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
590+ 0.84% |
$23.4K - $30.5K
|
70.8K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
583+ 7.14% |
$23.1K - $30.2K
|
8.75K
$502K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
582+ 5.47% |
$23.1K - $30.1K
|
11.2K
$644K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
580+ 2.2% |
$23K - $30K
|
26.9K
$1.55M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
577+ 5.28% |
$22.9K - $29.9K
|
11.5K
$660K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
575+ 1.3% |
$22.8K - $29.8K
|
44.9K
$2.58M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
573+ 8.42% |
$22.7K - $29.7K
|
7.38K
$424K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
572+ 3.43% |
$22.7K - $29.6K
|
17.2K
$990K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
569+ 1.8% |
$22.6K - $29.4K
|
32.1K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
563+ 6.12% |
$22.3K - $29.1K
|
9.77K
$561K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
558New |
$22.1K - $28.9K
|
558
$32K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
549+ 1168.09% |
$21.8K - $28.4K
|
596
$34.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
549+ 3.56% |
$21.8K - $28.4K
|
16K
$917K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
544New |
$21.6K - $28.2K
|
544
$31.2K
|
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
543+ 14.93% |
$21.5K - $28.1K
|
4.18K
$240K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
539+ 5.66% |
$21.4K - $27.9K
|
10.1K
$577K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
535+ 1.74% |
$21.2K - $27.7K
|
31.2K
$1.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
528+ 9.79% |
$20.9K - $27.3K
|
5.92K
$340K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
522+ 8.66% |
$20.7K - $27K
|
6.55K
$376K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
500+ 23.95% |
$19.8K - $25.9K
|
2.59K
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
500+ 2.18% |
$19.8K - $25.9K
|
23.5K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
500+ 4.17% |
$19.8K - $25.9K
|
12.5K
$717K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
492New |
$19.5K - $25.5K
|
492
$28.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
487+ 6.4% |
$19.3K - $25.2K
|
8.1K
$465K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
485+ 5.39% |
$19.2K - $25.1K
|
9.49K
$545K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
484+ 0.55% |
$19.2K - $25K
|
88.5K
$5.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
483+ 8.73% |
$19.2K - $25K
|
6.02K
$345K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
478+ 4.98% |
$19K - $24.7K
|
10.1K
$579K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
475+ 8.32% |
$18.8K - $24.6K
|
6.18K
$355K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
462+ 9.14% |
$18.3K - $23.9K
|
5.52K
$317K
|
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
459+ 5.11% |
$18.2K - $23.8K
|
9.44K
$542K
|
|
|
Nov 01, 2024
Q3 2024
|
United Bank
|
BUY
|
- |
456+ 2.7% |
$18.1K - $23.6K
|
17.3K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
453+ 1.45% |
$18K - $23.4K
|
31.7K
$1.82M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
446+ 4.13% |
$17.7K - $23.1K
|
11.2K
$646K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
430+ 1.75% |
$17.1K - $22.3K
|
25K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
426+ 2.9% |
$16.9K - $22K
|
15.1K
$869K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
423+ 39.06% |
$16.8K - $21.9K
|
1.51K
$86.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
419+ 2.38% |
$16.6K - $21.7K
|
18.1K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
419+ 0.64% |
$16.6K - $21.7K
|
66.1K
$3.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
408+ 7.54% |
$16.2K - $21.1K
|
5.82K
$334K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
405+ 1.83% |
$16.1K - $21K
|
22.6K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
402+ 35.45% |
$15.9K - $20.8K
|
1.54K
$88.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
401+ 1.61% |
$15.9K - $20.8K
|
25.3K
$1.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
400+ 3.81% |
$15.9K - $20.7K
|
10.9K
$626K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 3.72% |
$15.9K - $20.7K
|
11.1K
$640K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
400New |
$15.9K - $20.7K
|
400
$23K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
400New |
$15.9K - $20.7K
|
400
$23K
|