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 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
8.39KNew |
$436K - $503K
|
8.39K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
8.39K+ 90.48% |
$435K - $503K
|
17.7K
$852K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.38KNew |
$435K - $502K
|
8.38K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
8.34K+ 21.76% |
$433K - $500K
|
46.7K
$2.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
8.31K+ 97.64% |
$432K - $498K
|
16.8K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
8.2KNew |
$426K - $492K
|
8.2K
$396K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
8.11KNew |
$421K - $486K
|
8.11K
$392K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.1KNew |
$421K - $486K
|
8.1K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
8.1KNew |
$421K - $486K
|
8.1K
$391K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.07K+ 5.04% |
$419K - $484K
|
168K
$8.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
8.04K+ 124.74% |
$417K - $482K
|
14.5K
$699K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.97KNew |
$414K - $477K
|
7.97K
$385K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
7.94K+ 5.78% |
$412K - $476K
|
145K
$7.01M
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
7.87K+ 8.22% |
$409K - $472K
|
104K
$5M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
7.87K+ 95.9% |
$408K - $471K
|
16.1K
$776K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
7.86K+ 29.15% |
$408K - $471K
|
34.8K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
7.82KNew |
$406K - $468K
|
7.82K
$377K
|
|
|
Feb 05, 2025
Q4 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
7.81K+ 5.19% |
$405K - $468K
|
158K
$7.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
7.8KNew |
$405K - $468K
|
7.8K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.69KNew |
$399K - $461K
|
7.69K
$371K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.63K+ 53.32% |
$396K - $457K
|
21.9K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.62K+ 5.11% |
$396K - $457K
|
157K
$7.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.58K+ 8.4% |
$394K - $455K
|
97.9K
$4.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
7.46KNew |
$387K - $447K
|
7.46K
$360K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.45KNew |
$387K - $446K
|
7.45K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.41KNew |
$385K - $444K
|
7.41K
$358K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
7.4KNew |
$384K - $444K
|
7.4K
$357K
|
|
|
Feb 14, 2025
Q4 2024
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
7.38KNew |
$383K - $442K
|
7.38K
$356K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
7.36KNew |
$382K - $441K
|
7.36K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.34K+ 1.94% |
$381K - $440K
|
386K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.34KNew |
$381K - $440K
|
7.34K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
7.31KNew |
$380K - $438K
|
7.31K
$353K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.2K+ 19.16% |
$374K - $432K
|
44.8K
$2.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.17K+ 153.29% |
$372K - $430K
|
11.8K
$572K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.15K+ 24.56% |
$371K - $429K
|
36.3K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.11K+ 6.65% |
$369K - $426K
|
114K
$5.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
7.04K+ 152.8% |
$365K - $422K
|
11.6K
$562K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
7.03K+ 90.23% |
$365K - $421K
|
14.8K
$715K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
7.01KNew |
$364K - $420K
|
7.01K
$339K
|
|
|
Feb 12, 2025
Q4 2024
|
Integrated Quantitative Investments LLC
Bellevue, WA |
BUY
|
- |
7KNew |
$363K - $420K
|
7K
$338K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
6.99K+ 10.56% |
$363K - $419K
|
73.2K
$3.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
6.96KNew |
$361K - $417K
|
6.96K
$336K
|
|
|
Feb 11, 2025
Q4 2024
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
BUY
|
- |
6.92K+ 35.35% |
$359K - $415K
|
26.5K
$1.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
6.89K+ 8.24% |
$358K - $413K
|
90.5K
$4.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
6.88KNew |
$357K - $412K
|
6.88K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.87KNew |
$357K - $412K
|
6.87K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
6.68K+ 25.55% |
$347K - $401K
|
32.8K
$1.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
6.6K+ 54.25% |
$342K - $395K
|
18.8K
$905K
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
6.48KNew |
$336K - $388K
|
6.48K
$313K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
6.42K+ 47.41% |
$333K - $385K
|
19.9K
$963K
|