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 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
42+ 0.36% |
$2.18K - $2.52K
|
11.8K
$696K
|
|
|
Jan 15, 2025
Q4 2024
|
Albert D Mason Inc
|
BUY
|
- |
41+ 0.57% |
$2.13K - $2.46K
|
7.21K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
37+ 0.91% |
$1.92K - $2.22K
|
4.11K
$243K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
37+ 0.66% |
$1.92K - $2.22K
|
5.69K
$336K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
30+ 0.1% |
$1.56K - $1.8K
|
29.9K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
25+ 0.44% |
$1.3K - $1.5K
|
5.68K
$336K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.39% |
$1.04K - $1.2K
|
5.21K
$308K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20+ 17.39% |
$1.04K - $1.2K
|
135
$7.98K
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
19+ 0.32% |
$986 - $1.14K
|
5.97K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
18New |
$935 - $1.08K
|
18
$1.06K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18+ 4.69% |
$935 - $1.08K
|
402
$23.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
12+ 0.55% |
$623 - $719
|
2.18K
$129K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.1% |
$519 - $599
|
10.4K
$614K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
8+ 0.08% |
$415 - $480
|
10K
$593K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
7+ 0.0% |
$363 - $420
|
358K
$21.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 0.08% |
$312 - $360
|
7.51K
$444K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.97% |
$208 - $240
|
416
$24.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3+ 0.06% |
$156 - $180
|
5.04K
$298K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.77% |
$156 - $180
|
394
$23.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$104 - $120
|
5.15K
$305K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2+ 0.02% |
$104 - $120
|
11.8K
$698K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$104 - $120
|
1.91K
$113K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$51.9 - $59.9
|
1.01K
$59.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$51.9 - $59.9
|
3.94K
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$51.9 - $59.9
|
154K
$9.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$104 - $120
|
15.1K
$891K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.05% |
$260 - $300
|
9.53K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6- 3.09% |
$312 - $360
|
188
$11.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6- 5.66% |
$312 - $360
|
100
$5.91K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-11- 0.01% |
$571 - $659
|
112K
$6.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-11- 0.06% |
$571 - $659
|
18K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-13- 0.33% |
$675 - $779
|
3.95K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-17- 0.15% |
$883 - $1.02K
|
11.4K
$671K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-21- 0.05% |
$1.09K - $1.26K
|
38.9K
$2.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-22- 0.03% |
$1.14K - $1.32K
|
64.2K
$3.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-22- 0.3% |
$1.14K - $1.32K
|
7.23K
$428K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.13% |
$1.25K - $1.44K
|
18.5K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-25- 0.36% |
$1.3K - $1.5K
|
6.98K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-28- 0.33% |
$1.45K - $1.68K
|
8.5K
$503K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
SELL
|
- |
-30- 0.77% |
$1.56K - $1.8K
|
3.88K
$230K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-37- 0.77% |
$1.92K - $2.22K
|
4.77K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-42- 0.68% |
$2.18K - $2.52K
|
6.14K
$363K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-43- 0.45% |
$2.23K - $2.58K
|
9.54K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-45- 6.33% |
$2.34K - $2.7K
|
666
$39.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-46- 4.69% |
$2.39K - $2.76K
|
935
$55.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-50- 0.2% |
$2.6K - $3K
|
24.4K
$1.44M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-60- 1.17% |
$3.12K - $3.6K
|
5.06K
$299K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-61- 0.54% |
$3.17K - $3.66K
|
11.3K
$669K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 0.38% |
$3.89K - $4.5K
|
19.4K
$1.15M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-75- 0.37% |
$3.89K - $4.5K
|
20.4K
$1.2M
|