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
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.68K+ 25.55% |
$347K - $401K
|
32.8K
$1.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
6.36KNew |
$330K - $381K
|
6.36K
$375K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.32KNew |
$328K - $379K
|
6.32K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.04KNew |
$313K - $362K
|
6.04K
$356K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.03K+ 22.03% |
$313K - $362K
|
33.4K
$1.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
5.92KNew |
$307K - $355K
|
5.92K
$349K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.91KNew |
$307K - $354K
|
5.91K
$348K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.82KNew |
$302K - $349K
|
5.82K
$343K
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
5.81K+ 6.17% |
$302K - $348K
|
100K
$5.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.75K+ 11.63% |
$299K - $345K
|
55.2K
$3.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
5.65K+ 102.47% |
$293K - $339K
|
11.2K
$658K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5.6K+ 14.18% |
$290K - $335K
|
45.1K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.59K+ 77.95% |
$290K - $335K
|
12.8K
$753K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
5.49K+ 2.96% |
$285K - $329K
|
191K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.27KNew |
$274K - $316K
|
5.27K
$311K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.18KNew |
$269K - $311K
|
5.18K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.09K+ 51.47% |
$264K - $305K
|
15K
$882K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.04K+ 42.23% |
$262K - $302K
|
17K
$1M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
5.03KNew |
$261K - $301K
|
5.03K
$296K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
5.03K+ 35.66% |
$261K - $301K
|
19.1K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.03K+ 10.28% |
$261K - $301K
|
53.9K
$3.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.94K+ 33.36% |
$256K - $296K
|
19.7K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
4.92KNew |
$256K - $295K
|
4.92K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.91KNew |
$255K - $294K
|
4.91K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.86KNew |
$252K - $291K
|
4.86K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.72KNew |
$245K - $283K
|
4.72K
$278K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.72K+ 33.75% |
$245K - $283K
|
18.7K
$1.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
4.71K+ 41.66% |
$244K - $282K
|
16K
$943K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.7KNew |
$244K - $282K
|
4.7K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.58K+ 17.87% |
$238K - $274K
|
30.2K
$1.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
4.57KNew |
$237K - $274K
|
4.57K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.55KNew |
$236K - $273K
|
4.55K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.5K+ 21.03% |
$233K - $269K
|
25.9K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
4.48KNew |
$232K - $268K
|
4.48K
$264K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.43K+ 84.87% |
$230K - $265K
|
9.64K
$568K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.34KNew |
$225K - $260K
|
4.34K
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.29KNew |
$223K - $257K
|
4.29K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
4.29K+ 98.42% |
$223K - $257K
|
8.65K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4.23KNew |
$220K - $254K
|
4.23K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.21KNew |
$219K - $253K
|
4.21K
$248K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.2KNew |
$218K - $252K
|
4.2K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.19K+ 8.42% |
$217K - $251K
|
53.9K
$3.18M
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
4.17KNew |
$217K - $250K
|
4.17K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.17KNew |
$217K - $250K
|
4.17K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.14K+ 13.34% |
$215K - $248K
|
35.2K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.09K+ 2.51% |
$212K - $245K
|
167K
$9.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
4.09K+ 4.61% |
$212K - $245K
|
92.6K
$5.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.04K+ 22.7% |
$210K - $242K
|
21.8K
$1.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.01K+ 133533.33% |
$208K - $240K
|
4.01K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4KNew |
$208K - $240K
|
4K
$236K
|