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 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
3.06K+ 5.17% |
$159K - $184K
|
62.2K
$3.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.03K+ 76.38% |
$157K - $182K
|
7K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3K+ 9.92% |
$156K - $180K
|
33.3K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Kendall Capital Management
|
BUY
|
- |
2.99K+ 6.69% |
$155K - $179K
|
47.6K
$2.32M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.97K+ 18.02% |
$154K - $178K
|
19.4K
$948K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.93K+ 13.82% |
$152K - $175K
|
24.1K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.92K+ 16.86% |
$152K - $175K
|
20.2K
$988K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
2.86KNew |
$149K - $171K
|
2.86K
$140K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.84K+ 20.3% |
$147K - $170K
|
16.8K
$820K
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.83K+ 43.18% |
$147K - $170K
|
9.38K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.78K+ 34.67% |
$144K - $167K
|
10.8K
$527K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.78K+ 46.65% |
$144K - $166K
|
8.72K
$426K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.77K+ 4.99% |
$144K - $166K
|
58.3K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.73K+ 64.35% |
$142K - $164K
|
6.98K
$341K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.73K+ 5.42% |
$142K - $163K
|
53K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.7K+ 37.77% |
$140K - $162K
|
9.85K
$480K
|
|
|
Jan 31, 2025
Q4 2024
|
Keating Investment Counselors Inc
|
BUY
|
- |
2.66K+ 30.38% |
$138K - $159K
|
11.4K
$557K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.66K+ 30.01% |
$138K - $159K
|
11.5K
$562K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.66K+ 33.27% |
$138K - $159K
|
10.6K
$519K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.62K+ 49.06% |
$136K - $157K
|
7.96K
$389K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
2.6K+ 4.97% |
$135K - $156K
|
54.9K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
2.6KNew |
$135K - $156K
|
2.6K
$127K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.58KNew |
$134K - $155K
|
2.58K
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.58K+ 7.09% |
$134K - $155K
|
39K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.58K+ 8.43% |
$134K - $155K
|
33.2K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.55K+ 3.93% |
$132K - $153K
|
67.4K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.54K+ 48.16% |
$132K - $152K
|
7.81K
$381K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
2.54K+ 42.67% |
$132K - $152K
|
8.48K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.51K+ 24.97% |
$130K - $151K
|
12.6K
$613K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.5K+ 20.44% |
$130K - $150K
|
14.7K
$718K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.47K+ 14.05% |
$128K - $148K
|
20K
$978K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.45KNew |
$127K - $147K
|
2.45K
$119K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.45K+ 2.99% |
$127K - $147K
|
84.5K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.42K+ 21.06% |
$126K - $145K
|
13.9K
$680K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.41K+ 14.91% |
$125K - $144K
|
18.6K
$905K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.4K+ 0.33% |
$125K - $144K
|
724K
$35.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.39K+ 29.55% |
$124K - $143K
|
10.5K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 24.68% |
$124K - $143K
|
12K
$588K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.34K+ 4.74% |
$121K - $140K
|
51.6K
$2.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.31K+ 13.37% |
$120K - $138K
|
19.5K
$954K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.3K+ 22.04% |
$120K - $138K
|
12.7K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.27K+ 5.32% |
$118K - $136K
|
44.9K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.25K+ 40.86% |
$117K - $135K
|
7.75K
$378K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.25K+ 6.8% |
$117K - $135K
|
35.3K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.24K+ 35.9% |
$116K - $134K
|
8.48K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.22K+ 5.96% |
$115K - $133K
|
39.4K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.21K+ 2.5% |
$115K - $132K
|
90.4K
$4.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 7.83% |
$115K - $132K
|
30.4K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.2K+ 32.23% |
$114K - $132K
|
9.03K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2.2K+ 1.28% |
$114K - $132K
|
175K
$8.52M
|