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 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.13K+ 20.67% |
$111K - $128K
|
12.4K
$607K
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.13K+ 5.24% |
$110K - $128K
|
42.8K
$2.09M
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.04K+ 0.28% |
$106K - $122K
|
721K
$35.2M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.04KNew |
$106K - $122K
|
2.04K
$99.6K
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.03K+ 10.94% |
$106K - $122K
|
20.6K
$1.01M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.03K+ 13.12% |
$105K - $122K
|
17.5K
$854K
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.97KNew |
$102K - $118K
|
1.97K
$96.1K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.96K+ 11.46% |
$102K - $118K
|
19.1K
$932K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.96K+ 47.0% |
$102K - $118K
|
6.14K
$300K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.94K+ 42.56% |
$101K - $116K
|
6.49K
$317K
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.91K+ 5.86% |
$99.2K - $114K
|
34.5K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.9K+ 24.06% |
$98.6K - $114K
|
9.79K
$478K
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.89KNew |
$98K - $113K
|
1.89K
$92.1K
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
1.88K+ 3.36% |
$97.8K - $113K
|
57.9K
$2.83M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.87K+ 5.93% |
$97K - $112K
|
33.4K
$1.63M
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.86K+ 27.69% |
$96.5K - $111K
|
8.57K
$418K
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.85K+ 3.69% |
$96K - $111K
|
51.9K
$2.53M
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.73K+ 42.31% |
$89.9K - $104K
|
5.83K
$284K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.73K+ 35.73% |
$89.7K - $104K
|
6.56K
$320K
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.73K+ 28.37% |
$89.7K - $104K
|
7.81K
$381K
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.72K+ 6.94% |
$89.3K - $103K
|
26.5K
$1.29M
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.71K+ 16.96% |
$88.8K - $102K
|
11.8K
$575K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.71K+ 2.77% |
$88.5K - $102K
|
63.4K
$3.09M
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.7K+ 7.03% |
$88.4K - $102K
|
25.9K
$1.26M
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.69K+ 23.69% |
$88K - $102K
|
8.84K
$431K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.68K+ 10.08% |
$87.4K - $101K
|
18.4K
$897K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.68K+ 3.45% |
$87K - $100K
|
50.2K
$2.45M
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.67KNew |
$86.9K - $100K
|
1.67K
$81.7K
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.67K+ 4.2% |
$86.6K - $99.9K
|
41.4K
$2.02M
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.66K+ 6.33% |
$86.1K - $99.4K
|
27.9K
$1.36M
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.66K+ 18.97% |
$86K - $99.3K
|
10.4K
$507K
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.65K+ 4.19% |
$85.9K - $99.1K
|
41.1K
$2.01M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.64K+ 10.6% |
$85.1K - $98.2K
|
17.1K
$834K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.63K+ 3.45% |
$84.8K - $97.9K
|
48.9K
$2.39M
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.62K+ 2.9% |
$84K - $97K
|
57.4K
$2.8M
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.61KNew |
$83.7K - $96.6K
|
1.61K
$78.6K
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.61K+ 4.28% |
$83.6K - $96.6K
|
39.2K
$1.91M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.61K+ 4.66% |
$83.3K - $96.2K
|
36K
$1.76M
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
1.6K+ 0.94% |
$83.1K - $95.9K
|
172K
$8.4M
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.6K+ 1.39% |
$83.1K - $95.9K
|
117K
$5.7M
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.58K+ 1.1% |
$82K - $94.7K
|
146K
$7.11M
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
1.58K+ 8.73% |
$82K - $94.7K
|
19.7K
$960K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.56K+ 12.99% |
$80.8K - $93.3K
|
13.5K
$661K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.55KNew |
$80.5K - $92.9K
|
1.55K
$75.6K
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.55K+ 2.14% |
$80.3K - $92.7K
|
74K
$3.61M
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.53K+ 5.25% |
$79.3K - $91.6K
|
30.7K
$1.5M
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.52K+ 23.57% |
$78.9K - $91K
|
7.96K
$389K
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.51KNew |
$78.6K - $90.7K
|
1.51K
$73.9K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.51K+ 3.86% |
$78.3K - $90.4K
|
40.6K
$1.98M
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.5K+ 24.5% |
$78.1K - $90.1K
|
7.64K
$373K
|