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 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
25+ 0.09% |
$991 - $1.29K
|
27.1K
$1.61M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 0.68% |
$952 - $1.24K
|
3.53K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.08% |
$873 - $1.14K
|
26.3K
$1.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
21+ 0.16% |
$833 - $1.09K
|
12.8K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
20+ 0.29% |
$793 - $1.04K
|
6.95K
$411K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
17+ 16.04% |
$674 - $880
|
123
$7.27K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
16+ 0.25% |
$635 - $828
|
6.41K
$379K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
15+ 0.27% |
$595 - $776
|
5.62K
$332K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
15+ 1.21% |
$595 - $776
|
1.25K
$74.2K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
13+ 0.46% |
$516 - $673
|
2.86K
$169K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13+ 0.2% |
$516 - $673
|
6.37K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
13+ 0.35% |
$516 - $673
|
3.71K
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
12+ 0.5% |
$476 - $621
|
2.4K
$142K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.18% |
$436 - $569
|
6.1K
$361K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
11+ 157.14% |
$436 - $569
|
18
$1.06K
|
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
11+ 0.06% |
$436 - $569
|
19.1K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.18% |
$397 - $518
|
5.54K
$328K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
10+ 45.45% |
$397 - $518
|
32
$1.89K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
10+ 33.33% |
$397 - $518
|
40
$2.37K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
BUY
|
- |
8+ 0.11% |
$317 - $414
|
7.16K
$424K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.12% |
$317 - $414
|
6.86K
$406K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
8+ 0.1% |
$317 - $414
|
7.78K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
8+ 0.08% |
$317 - $414
|
10.4K
$616K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$278 - $362
|
5.14K
$304K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
7+ 0.1% |
$278 - $362
|
7.29K
$431K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
7+ 0.08% |
$278 - $362
|
8.36K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
7+ 0.13% |
$278 - $362
|
5.32K
$315K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
7+ 0.09% |
$278 - $362
|
7.5K
$444K
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$238 - $311
|
8K
$473K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
6+ 6.0% |
$238 - $311
|
106
$6.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.04% |
$238 - $311
|
13.4K
$791K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$238 - $311
|
21.3K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 2.65% |
$198 - $259
|
194
$11.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
5+ 0.06% |
$198 - $259
|
7.75K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
5+ 0.02% |
$198 - $259
|
24.4K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 0.95% |
$198 - $259
|
533
$31.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
4+ 0.04% |
$159 - $207
|
9.62K
$569K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3+ 0.05% |
$119 - $155
|
5.56K
$329K
|
|
|
Oct 30, 2024
Q3 2024
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.16% |
$119 - $155
|
261
$15.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3+ 0.03% |
$119 - $155
|
11.4K
$672K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
3+ 1.07% |
$119 - $155
|
284
$16.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.77% |
$79.3 - $104
|
115
$6.8K
|
|
|
Oct 25, 2024
Q3 2024
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.05% |
$79.3 - $104
|
4.09K
$242K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2+ 1.72% |
$79.3 - $104
|
118
$6.98K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.08% |
$79.3 - $104
|
2.65K
$157K
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
2+ 1.56% |
$79.3 - $104
|
130
$7.69K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 0.13% |
$79.3 - $104
|
1.5K
$88.5K
|
|
|
Nov 22, 2024
Q3 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
2+ 0.01% |
$79.3 - $104
|
30.1K
$1.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$39.7 - $51.8
|
5.15K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$39.7 - $51.8
|
854
$50.5K
|