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 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
76+ 0.08% |
$3.01K - $3.93K
|
94.3K
$5.42M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
75+ 0.63% |
$2.97K - $3.88K
|
11.9K
$685K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
75+ 75.0% |
$2.97K - $3.88K
|
175
$10K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
75+ 88.24% |
$2.97K - $3.88K
|
160
$9.19K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
74+ 1.0% |
$2.93K - $3.83K
|
7.45K
$428K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
71+ 22.68% |
$2.82K - $3.67K
|
384
$22K
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
71+ 0.27% |
$2.82K - $3.67K
|
26.4K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
70+ 1.22% |
$2.78K - $3.62K
|
5.81K
$333K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
66+ 1.26% |
$2.62K - $3.42K
|
5.32K
$305K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66+ 1.77% |
$2.62K - $3.42K
|
3.79K
$218K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
63+ 1.76% |
$2.5K - $3.26K
|
3.65K
$209K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
61+ 0.84% |
$2.42K - $3.16K
|
7.36K
$423K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
60+ 1.03% |
$2.38K - $3.11K
|
5.9K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
58New |
$2.3K - $3K
|
58
$3.33K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
BUY
|
- |
57+ 1.17% |
$2.26K - $2.95K
|
4.91K
$282K
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
55+ 1.05% |
$2.18K - $2.85K
|
5.28K
$303K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
55+ 0.69% |
$2.18K - $2.85K
|
8K
$459K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
53+ 0.22% |
$2.1K - $2.74K
|
23.7K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
53+ 0.7% |
$2.1K - $2.74K
|
7.62K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.13% |
$2.06K - $2.69K
|
40.2K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
BUY
|
- |
50New |
$1.98K - $2.59K
|
50
$2.87K
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
50+ 0.4% |
$1.98K - $2.59K
|
12.6K
$722K
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
50New |
$1.98K - $2.59K
|
50
$2.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
49+ 0.85% |
$1.94K - $2.54K
|
5.84K
$335K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
49+ 0.12% |
$1.94K - $2.54K
|
39.8K
$2.29M
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
46+ 7.55% |
$1.82K - $2.38K
|
655
$37.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
44+ 0.45% |
$1.75K - $2.28K
|
9.89K
$568K
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
42+ 0.24% |
$1.67K - $2.17K
|
17.9K
$1.03M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
42+ 0.73% |
$1.67K - $2.17K
|
5.81K
$334K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
41+ 0.49% |
$1.63K - $2.12K
|
8.46K
$486K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
40+ 0.82% |
$1.59K - $2.07K
|
4.92K
$283K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
39+ 2.66% |
$1.55K - $2.02K
|
1.51K
$86.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
39+ 0.01% |
$1.55K - $2.02K
|
280K
$16.1M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
38+ 3.51% |
$1.51K - $1.97K
|
1.12K
$64.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
38+ 0.57% |
$1.51K - $1.97K
|
6.7K
$384K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
37+ 0.21% |
$1.47K - $1.91K
|
18.1K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
36+ 5.33% |
$1.43K - $1.86K
|
711
$40.8K
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
35+ 30.97% |
$1.39K - $1.81K
|
148
$8.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 8.82% |
$1.27K - $1.66K
|
395
$22.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
32+ 0.62% |
$1.27K - $1.66K
|
5.19K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
31+ 0.61% |
$1.23K - $1.6K
|
5.14K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
30+ 1.14% |
$1.19K - $1.55K
|
2.65K
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerville Kurt F
|
BUY
|
- |
30+ 0.5% |
$1.19K - $1.55K
|
6.04K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
30New |
$1.19K - $1.55K
|
30
$1.72K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
30New |
$1.19K - $1.55K
|
30
$1.72K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
30New |
$1.19K - $1.55K
|
30
$1.72K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
29+ 0.42% |
$1.15K - $1.5K
|
6.97K
$400K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
27+ 0.32% |
$1.07K - $1.4K
|
8.42K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26+ 0.37% |
$1.03K - $1.35K
|
7.14K
$410K
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
26+ 0.97% |
$1.03K - $1.35K
|
2.7K
$155K
|