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 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
31+ 0.24% |
$1.61K - $1.86K
|
12.8K
$615K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.67% |
$1.61K - $1.86K
|
4.68K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
30+ 0.1% |
$1.56K - $1.8K
|
29.9K
$1.44M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30+ 166.67% |
$1.56K - $1.8K
|
48
$2.31K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
29+ 90.63% |
$1.51K - $1.74K
|
61
$2.93K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
28+ 0.08% |
$1.45K - $1.68K
|
33.8K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
27+ 0.28% |
$1.4K - $1.62K
|
9.62K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
26+ 0.33% |
$1.35K - $1.56K
|
8.01K
$385K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
25+ 0.44% |
$1.3K - $1.5K
|
5.68K
$273K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
25+ 0.94% |
$1.3K - $1.5K
|
2.68K
$129K
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25+ 14.29% |
$1.3K - $1.5K
|
200
$9.61K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 2.23% |
$1.3K - $1.5K
|
1.15K
$55.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
25+ 0.16% |
$1.3K - $1.5K
|
15.3K
$733K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
24+ 1.36% |
$1.25K - $1.44K
|
1.79K
$86.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
24+ 0.89% |
$1.25K - $1.44K
|
2.72K
$131K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
24+ 0.02% |
$1.25K - $1.44K
|
114K
$5.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
23+ 0.38% |
$1.19K - $1.38K
|
6.02K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
22+ 0.55% |
$1.14K - $1.32K
|
4.01K
$193K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
21+ 0.49% |
$1.09K - $1.26K
|
4.32K
$208K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20+ 17.39% |
$1.04K - $1.2K
|
135
$6.49K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.39% |
$1.04K - $1.2K
|
5.21K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
20+ 0.34% |
$1.04K - $1.2K
|
5.94K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
20New |
$1.04K - $1.2K
|
20
$961
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
19+ 0.32% |
$986 - $1.14K
|
5.97K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18+ 4.69% |
$935 - $1.08K
|
402
$19.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
18New |
$935 - $1.08K
|
18
$865
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
18+ 0.07% |
$935 - $1.08K
|
25.2K
$1.21M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17New |
$883 - $1.02K
|
17
$817
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
16+ 0.28% |
$831 - $959
|
5.69K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
15+ 0.25% |
$779 - $899
|
6.03K
$290K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.44% |
$727 - $839
|
3.22K
$155K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
13+ 0.08% |
$675 - $779
|
16.7K
$804K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
13+ 0.14% |
$675 - $779
|
9.63K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
12+ 0.55% |
$623 - $719
|
2.18K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
12+ 28.57% |
$623 - $719
|
54
$2.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
12New |
$623 - $719
|
12
$577
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
12+ 0.96% |
$623 - $719
|
1.27K
$60.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
12+ 0.32% |
$623 - $719
|
3.72K
$179K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
11+ 0.17% |
$571 - $659
|
6.38K
$306K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.1% |
$519 - $599
|
10.4K
$499K
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
10+ 0.16% |
$519 - $599
|
6.12K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
10+ 0.15% |
$519 - $599
|
6.71K
$322K
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
10+ 0.01% |
$519 - $599
|
79.3K
$3.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 6.08% |
$467 - $539
|
157
$7.55K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
8+ 0.08% |
$415 - $480
|
10K
$482K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
8+ 0.12% |
$415 - $480
|
6.88K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
8+ 0.14% |
$415 - $480
|
5.85K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
8+ 0.15% |
$415 - $480
|
5.29K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
8+ 0.08% |
$415 - $480
|
10.4K
$501K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
8+ 0.68% |
$415 - $480
|
1.18K
$56.6K
|