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 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.81K- 4.65% |
$94.1K - $109K
|
37.2K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.82K- 31.42% |
$94.4K - $109K
|
3.97K
$188K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-1.84K- 1.7% |
$95.4K - $110K
|
106K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.85K- 24.18% |
$95.8K - $111K
|
5.78K
$274K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.86K- 0.68% |
$96.3K - $111K
|
272K
$12.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital City Trust CO
|
SELL
|
- |
-1.88K- 8.88% |
$97.5K - $113K
|
19.3K
$912K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.9K- 7.04% |
$98.7K - $114K
|
25.1K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Capital Management Corp
|
SELL
|
- |
-1.91K- 0.8% |
$99.2K - $114K
|
236K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.91K- 36.94% |
$99.4K - $115K
|
3.27K
$155K
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.92K- 5.99% |
$99.5K - $115K
|
30.1K
$1.42M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.92K- 11.86% |
$99.5K - $115K
|
14.2K
$674K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.92K- 1.36% |
$99.6K - $115K
|
139K
$6.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 8.02% |
$101K - $116K
|
22.2K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.94K- 73.98% |
$101K - $116K
|
681
$32.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-1.94K- 35.46% |
$101K - $117K
|
3.54K
$168K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.95K- 26.07% |
$101K - $117K
|
5.54K
$262K
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.98K- 15.84% |
$103K - $119K
|
10.5K
$498K
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.99K- 2.13% |
$103K - $119K
|
91.2K
$4.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.99K- 1.85% |
$103K - $119K
|
106K
$5.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.03K- 76.69% |
$105K - $122K
|
617
$29.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-2.06K- 25.46% |
$107K - $124K
|
6.04K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.06K- 13.61% |
$107K - $124K
|
13.1K
$620K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.08K- 9.23% |
$108K - $124K
|
20.4K
$966K
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-2.11K- 1.65% |
$109K - $126K
|
125K
$5.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.12K- 1.57% |
$110K - $127K
|
132K
$6.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Beddow Capital Management Inc
|
SELL
|
- |
-2.12K- 14.13% |
$110K - $127K
|
12.9K
$610K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.12K- 27.09% |
$110K - $127K
|
5.71K
$270K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.13K- 0.58% |
$110K - $127K
|
361K
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.15K- 10.74% |
$112K - $129K
|
17.9K
$846K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-2.22K- 11.11% |
$115K - $133K
|
17.8K
$842K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-2.24K- 3.53% |
$116K - $134K
|
61.1K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.24K- 1.3% |
$116K - $134K
|
170K
$8.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-2.24K- 15.42% |
$117K - $135K
|
12.3K
$583K
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-2.27K- 2.85% |
$118K - $136K
|
77.3K
$3.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.28K- 3.85% |
$118K - $136K
|
56.8K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.29K- 19.12% |
$119K - $137K
|
9.68K
$458K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.29K- 8.88% |
$119K - $138K
|
23.5K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
SELL
|
- |
-2.3K- 8.37% |
$119K - $138K
|
25.2K
$1.19M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.3K- 12.54% |
$119K - $138K
|
16K
$760K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-2.35K- 5.55% |
$122K - $141K
|
39.9K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-2.35K- 83.93% |
$122K - $141K
|
450
$21.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-2.38K- 1.58% |
$123K - $143K
|
149K
$7.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-2.39K- 37.94% |
$124K - $143K
|
3.91K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2.41K- 2.11% |
$125K - $144K
|
112K
$5.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-2.46K- 14.47% |
$128K - $147K
|
14.5K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.5K- 89.41% |
$130K - $150K
|
296
$14K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
SELL
|
- |
-2.5K- 33.33% |
$130K - $150K
|
5K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-2.5K- 2.52% |
$130K - $150K
|
96.6K
$4.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.52K- 6.37% |
$131K - $151K
|
37K
$1.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.56K- 9.72% |
$133K - $154K
|
23.8K
$1.13M
|