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 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
279+ 2.01% |
$14.5K - $16.7K
|
14.2K
$834K
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
279+ 6.14% |
$14.5K - $16.7K
|
4.82K
$284K
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
273+ 3.57% |
$14.2K - $16.4K
|
7.92K
$467K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
271+ 6.15% |
$14.1K - $16.2K
|
4.67K
$276K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
270+ 2.49% |
$14K - $16.2K
|
11.1K
$656K
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
268+ 6.6% |
$13.9K - $16.1K
|
4.33K
$255K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
265+ 1.76% |
$13.8K - $15.9K
|
15.4K
$905K
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
265+ 44.46% |
$13.8K - $15.9K
|
861
$50.8K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
259+ 1.3% |
$13.4K - $15.5K
|
20.1K
$1.19M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
257+ 0.87% |
$13.3K - $15.4K
|
29.7K
$1.75M
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
248New |
$12.9K - $14.9K
|
248
$14.6K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
240+ 3.33% |
$12.5K - $14.4K
|
7.45K
$439K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
237+ 3.21% |
$12.3K - $14.2K
|
7.62K
$449K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
233+ 12.66% |
$12.1K - $14K
|
2.07K
$122K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
222+ 1.77% |
$11.5K - $13.3K
|
12.8K
$753K
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
221+ 2.58% |
$11.5K - $13.2K
|
8.8K
$519K
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
219+ 1.05% |
$11.4K - $13.1K
|
21.2K
$1.25M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
218+ 3.68% |
$11.3K - $13.1K
|
6.15K
$362K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
217+ 301.39% |
$11.3K - $13K
|
289
$17K
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
217+ 5.29% |
$11.3K - $13K
|
4.32K
$255K
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
212+ 3.29% |
$11K - $12.7K
|
6.66K
$393K
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
200+ 0.73% |
$10.4K - $12K
|
27.4K
$1.62M
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
197+ 1.51% |
$10.2K - $11.8K
|
13.3K
$782K
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
195+ 0.73% |
$10.1K - $11.7K
|
26.9K
$1.58M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
192New |
$9.97K - $11.5K
|
192
$11.3K
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
189+ 2.34% |
$9.81K - $11.3K
|
8.26K
$487K
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
183+ 0.12% |
$9.5K - $11K
|
159K
$9.38M
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
182+ 2.09% |
$9.45K - $10.9K
|
8.88K
$523K
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
179+ 2.43% |
$9.29K - $10.7K
|
7.54K
$444K
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
178New |
$9.24K - $10.7K
|
178
$10.5K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
177+ 3.56% |
$9.19K - $10.6K
|
5.15K
$304K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
172+ 1.86% |
$8.93K - $10.3K
|
9.42K
$555K
|
|
Jan 29, 2025
Q4 2024
|
Edmp, Inc.
|
BUY
|
- |
171+ 0.41% |
$8.88K - $10.2K
|
41.6K
$2.45M
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
171+ 0.1% |
$8.88K - $10.2K
|
163K
$9.62M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
170+ 4.48% |
$8.83K - $10.2K
|
3.96K
$234K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
155+ 2.63% |
$8.05K - $9.29K
|
6.05K
$356K
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
150+ 3.52% |
$7.79K - $8.99K
|
4.42K
$260K
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
144+ 0.2% |
$7.48K - $8.63K
|
72.2K
$4.25M
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
138+ 0.7% |
$7.16K - $8.27K
|
19.7K
$1.16M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
135+ 2.81% |
$7.01K - $8.09K
|
4.95K
$292K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
133+ 3.91% |
$6.91K - $7.97K
|
3.54K
$209K
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
132+ 20.15% |
$6.85K - $7.91K
|
787
$46.4K
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
125+ 1.27% |
$6.49K - $7.49K
|
9.99K
$589K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
122+ 2.24% |
$6.33K - $7.31K
|
5.57K
$328K
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
122+ 0.59% |
$6.33K - $7.31K
|
21K
$1.24M
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
117+ 42.7% |
$6.07K - $7.01K
|
391
$23K
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
115+ 1.79% |
$5.97K - $6.89K
|
6.54K
$385K
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
115+ 2.92% |
$5.97K - $6.89K
|
4.06K
$239K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
115+ 29.11% |
$5.97K - $6.89K
|
510
$30.1K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
115New |
$5.97K - $6.89K
|
115
$6.78K
|