Purchases and Sales Made in Q4 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.22K+ 1.36% |
$219K - $253K
|
316K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
4.22K+ 4.25% |
$219K - $253K
|
104K
$5M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.21KNew |
$219K - $253K
|
4.21K
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.2KNew |
$218K - $252K
|
4.2K
$203K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.19K+ 8.42% |
$217K - $251K
|
53.9K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
4.17KNew |
$217K - $250K
|
4.17K
$201K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.17KNew |
$217K - $250K
|
4.17K
$201K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.17KNew |
$216K - $250K
|
4.17K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
4.16K+ 7.33% |
$216K - $249K
|
60.9K
$2.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Global Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.16K+ 4.3% |
$216K - $249K
|
101K
$4.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.14K+ 13.34% |
$215K - $248K
|
35.2K
$1.7M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.11KNew |
$213K - $246K
|
4.11K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
4.1K+ 61.09% |
$213K - $246K
|
10.8K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.09K+ 2.51% |
$212K - $245K
|
167K
$8.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.09K+ 4.61% |
$212K - $245K
|
92.6K
$4.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.06K+ 40.16% |
$211K - $243K
|
14.2K
$683K
|
|
|
May 28, 2025
Q4 2024
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4.05KNew |
$210K - $243K
|
4.05K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
4.05KNew |
$210K - $243K
|
4.05K
$195K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.04K+ 22.7% |
$210K - $242K
|
21.8K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
4.03KNew |
$209K - $242K
|
4.03K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.02KNew |
$208K - $241K
|
4.02K
$194K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.01K+ 133533.33% |
$208K - $240K
|
4.01K
$194K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4KNew |
$208K - $240K
|
4K
$193K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.99K+ 3.74% |
$207K - $239K
|
110K
$5.33M
|
|
|
May 13, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.97KNew |
$206K - $238K
|
3.97K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.97KNew |
$206K - $238K
|
3.97K
$192K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.95KNew |
$205K - $237K
|
3.95K
$191K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3.95K+ 0.95% |
$205K - $237K
|
418K
$20.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.93KNew |
$204K - $235K
|
3.93K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
3.92KNew |
$203K - $235K
|
3.92K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.91KNew |
$203K - $234K
|
3.91K
$189K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
3.89KNew |
$202K - $233K
|
3.89K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
3.86KNew |
$201K - $232K
|
3.86K
$187K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.86K+ 63.52% |
$200K - $231K
|
9.94K
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
3.85K+ 96.91% |
$200K - $231K
|
7.83K
$378K
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
3.85KNew |
$200K - $231K
|
3.85K
$186K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.83K+ 1.09% |
$199K - $229K
|
354K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.83KNew |
$199K - $229K
|
3.83K
$185K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.82KNew |
$199K - $229K
|
3.82K
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.8K+ 15.95% |
$197K - $228K
|
27.6K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
3.79KNew |
$197K - $227K
|
3.79K
$183K
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Investment Advisors
|
BUY
|
- |
3.78K+ 1.32% |
$196K - $227K
|
291K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
3.78KNew |
$196K - $227K
|
3.78K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
3.77KNew |
$196K - $226K
|
3.77K
$182K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.77KNew |
$196K - $226K
|
3.77K
$182K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3.76KNew |
$195K - $225K
|
3.76K
$181K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
3.76KNew |
$195K - $225K
|
3.76K
$181K
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
3.75KNew |
$195K - $225K
|
3.75K
$181K
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
3.71KNew |
$193K - $223K
|
3.71K
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
3.71KNew |
$192K - $222K
|
3.71K
$179K
|