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 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.47K+ 14.05% |
$128K - $148K
|
20K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.41K+ 14.91% |
$125K - $144K
|
18.6K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.39K+ 29.55% |
$124K - $143K
|
10.5K
$618K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.3K+ 22.04% |
$120K - $138K
|
12.7K
$751K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.21K+ 2.5% |
$115K - $132K
|
90.4K
$5.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.2K+ 32.23% |
$114K - $132K
|
9.03K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.96K+ 11.46% |
$102K - $118K
|
19.1K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.96K+ 47.0% |
$102K - $118K
|
6.14K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.87K+ 5.93% |
$97K - $112K
|
33.4K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.86K+ 27.69% |
$96.5K - $111K
|
8.57K
$505K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.73K+ 42.31% |
$89.9K - $104K
|
5.83K
$343K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.73K+ 28.37% |
$89.7K - $104K
|
7.81K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.73K+ 35.73% |
$89.7K - $104K
|
6.56K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.72K+ 6.94% |
$89.3K - $103K
|
26.5K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.7K+ 7.03% |
$88.4K - $102K
|
25.9K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.68K+ 10.08% |
$87.4K - $101K
|
18.4K
$1.08M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.68K+ 3.45% |
$87K - $100K
|
50.2K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.67KNew |
$86.9K - $100K
|
1.67K
$98.7K
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.66K+ 6.33% |
$86.1K - $99.4K
|
27.9K
$1.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.63K+ 3.45% |
$84.8K - $97.9K
|
48.9K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
1.6K+ 0.94% |
$83.1K - $95.9K
|
172K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
1.56K+ 12.99% |
$80.8K - $93.3K
|
13.5K
$798K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.52K+ 23.57% |
$78.9K - $91K
|
7.96K
$469K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.51K+ 3.86% |
$78.3K - $90.4K
|
40.6K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.5K+ 24.5% |
$78.1K - $90.1K
|
7.64K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.49K+ 23.96% |
$77.4K - $89.3K
|
7.71K
$454K
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.49K+ 3.54% |
$77.2K - $89.1K
|
43.6K
$2.57M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.46K+ 3.35% |
$75.9K - $87.6K
|
45.1K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.42K+ 8.26% |
$73.9K - $85.3K
|
18.7K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.41K+ 9.97% |
$73.2K - $84.5K
|
15.5K
$916K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.39K+ 11.51% |
$72.4K - $83.6K
|
13.5K
$796K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.37K+ 7.42% |
$71.1K - $82.1K
|
19.8K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.36K+ 16.64% |
$70.7K - $81.6K
|
9.54K
$562K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.36K+ 9.39% |
$70.5K - $81.3K
|
15.8K
$932K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.35K+ 17.41% |
$70K - $80.8K
|
9.09K
$536K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.33K+ 26.9% |
$68.8K - $79.4K
|
6.25K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.3K+ 20.67% |
$67.3K - $77.7K
|
7.57K
$446K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.29K+ 10.02% |
$66.8K - $77.1K
|
14.1K
$833K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.28K+ 28.33% |
$66.7K - $77K
|
5.82K
$343K
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.27K+ 15.0% |
$66K - $76.2K
|
9.75K
$575K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.24K+ 28.25% |
$64.5K - $74.5K
|
5.64K
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.24K+ 30.64% |
$64.5K - $74.4K
|
5.3K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.23K+ 1.29% |
$63.9K - $73.8K
|
96.6K
$5.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.23K+ 24.69% |
$63.6K - $73.4K
|
6.19K
$365K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 6.1% |
$61.9K - $71.5K
|
20.7K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.19K+ 3.7% |
$61.9K - $71.5K
|
33.4K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.13K+ 5.71% |
$58.8K - $67.9K
|
21K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1.11K+ 7.46% |
$57.8K - $66.7K
|
16K
$945K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.1K+ 23.96% |
$57.2K - $66K
|
5.7K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.08K+ 13.15% |
$56K - $64.7K
|
9.28K
$547K
|