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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
56+ 2.37% |
$2.91K - $3.36K
|
2.41K
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
56+ 1.33% |
$2.91K - $3.36K
|
4.28K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
53+ 0.5% |
$2.75K - $3.18K
|
10.7K
$607K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
52+ 0.36% |
$2.7K - $3.12K
|
14.6K
$830K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
50+ 0.28% |
$2.6K - $3K
|
18.1K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
50+ 1.02% |
$2.6K - $3K
|
4.96K
$282K
|
|
|
Jan 06, 2025
Q4 2024
|
Iowa State Bank
|
BUY
|
- |
48+ 0.1% |
$2.49K - $2.88K
|
46.9K
$2.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
48+ 0.61% |
$2.49K - $2.88K
|
7.92K
$450K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
48+ 0.96% |
$2.49K - $2.88K
|
5.04K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
47+ 4.68% |
$2.44K - $2.82K
|
1.05K
$59.8K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
45+ 0.14% |
$2.34K - $2.7K
|
31.1K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44+ 1.7% |
$2.28K - $2.64K
|
2.63K
$150K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
44+ 0.55% |
$2.28K - $2.64K
|
7.99K
$454K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
43+ 0.65% |
$2.23K - $2.58K
|
6.64K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
43+ 0.81% |
$2.23K - $2.58K
|
5.37K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
42+ 0.36% |
$2.18K - $2.52K
|
11.8K
$669K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
41+ 0.57% |
$2.13K - $2.46K
|
7.21K
$410K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
40+ 1.2% |
$2.08K - $2.4K
|
3.38K
$192K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
40+ 0.49% |
$2.08K - $2.4K
|
8.14K
$463K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
39+ 0.87% |
$2.02K - $2.34K
|
4.53K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
38+ 10.13% |
$1.97K - $2.28K
|
413
$23.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 0.66% |
$1.92K - $2.22K
|
5.69K
$323K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
37+ 0.91% |
$1.92K - $2.22K
|
4.11K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 21.05% |
$1.87K - $2.16K
|
207
$11.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
35+ 0.35% |
$1.82K - $2.1K
|
9.92K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
35+ 0.04% |
$1.82K - $2.1K
|
80.5K
$4.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
33+ 0.52% |
$1.71K - $1.98K
|
6.35K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
31+ 0.24% |
$1.61K - $1.86K
|
12.8K
$728K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.67% |
$1.61K - $1.86K
|
4.68K
$266K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
30+ 0.1% |
$1.56K - $1.8K
|
29.9K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30+ 166.67% |
$1.56K - $1.8K
|
48
$2.73K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
29+ 90.63% |
$1.51K - $1.74K
|
61
$3.47K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
26+ 0.33% |
$1.35K - $1.56K
|
8.01K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
25+ 0.44% |
$1.3K - $1.5K
|
5.68K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
25+ 0.94% |
$1.3K - $1.5K
|
2.68K
$152K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25+ 14.29% |
$1.3K - $1.5K
|
200
$11.4K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 2.23% |
$1.3K - $1.5K
|
1.15K
$65.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
25+ 0.16% |
$1.3K - $1.5K
|
15.3K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24+ 1.36% |
$1.25K - $1.44K
|
1.79K
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 0.89% |
$1.25K - $1.44K
|
2.72K
$155K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
23+ 0.38% |
$1.19K - $1.38K
|
6.02K
$342K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
22+ 0.55% |
$1.14K - $1.32K
|
4.01K
$228K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20+ 17.39% |
$1.04K - $1.2K
|
135
$7.67K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.39% |
$1.04K - $1.2K
|
5.21K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
20+ 0.34% |
$1.04K - $1.2K
|
5.94K
$338K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
19+ 0.32% |
$986 - $1.14K
|
5.97K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18+ 4.69% |
$935 - $1.08K
|
402
$22.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
18New |
$935 - $1.08K
|
18
$1.02K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
18+ 0.07% |
$935 - $1.08K
|
25.2K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
16+ 0.28% |
$831 - $959
|
5.69K
$323K
|