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
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.45KNew |
$127K - $147K
|
2.45K
$137K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.45K+ 2.99% |
$127K - $147K
|
84.5K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
2.42K+ 21.06% |
$126K - $145K
|
13.9K
$778K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.41K+ 14.91% |
$125K - $144K
|
18.6K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.4K+ 0.33% |
$125K - $144K
|
724K
$40.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.39K+ 29.55% |
$124K - $143K
|
10.5K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 24.68% |
$124K - $143K
|
12K
$672K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.34K+ 4.74% |
$121K - $140K
|
51.6K
$2.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.31K+ 13.37% |
$120K - $138K
|
19.5K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.3K+ 22.04% |
$120K - $138K
|
12.7K
$712K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.27K+ 5.32% |
$118K - $136K
|
44.9K
$2.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.25K+ 40.86% |
$117K - $135K
|
7.75K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.25K+ 6.8% |
$117K - $135K
|
35.3K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.24K+ 35.9% |
$116K - $134K
|
8.48K
$473K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.22K+ 5.96% |
$115K - $133K
|
39.4K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.21K+ 2.5% |
$115K - $132K
|
90.4K
$5.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.21K+ 7.83% |
$115K - $132K
|
30.4K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.2K+ 32.23% |
$114K - $132K
|
9.03K
$504K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
2.2K+ 1.28% |
$114K - $132K
|
175K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.13K+ 20.67% |
$111K - $128K
|
12.4K
$694K
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.13K+ 5.24% |
$110K - $128K
|
42.8K
$2.39M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
2.04K+ 0.28% |
$106K - $122K
|
721K
$40.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
2.04KNew |
$106K - $122K
|
2.04K
$114K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.03K+ 10.94% |
$106K - $122K
|
20.6K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.03K+ 13.12% |
$105K - $122K
|
17.5K
$977K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.97KNew |
$102K - $118K
|
1.97K
$110K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.96K+ 11.46% |
$102K - $118K
|
19.1K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.96K+ 47.0% |
$102K - $118K
|
6.14K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.94K+ 42.56% |
$101K - $116K
|
6.49K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.91K+ 5.86% |
$99.2K - $114K
|
34.5K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.9K+ 24.06% |
$98.6K - $114K
|
9.79K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.89KNew |
$98K - $113K
|
1.89K
$105K
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
1.88K+ 3.36% |
$97.8K - $113K
|
57.9K
$3.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.87K+ 5.93% |
$97K - $112K
|
33.4K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.86K+ 27.69% |
$96.5K - $111K
|
8.57K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.85K+ 3.69% |
$96K - $111K
|
51.9K
$2.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.73K+ 42.31% |
$89.9K - $104K
|
5.83K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
1.73K+ 35.73% |
$89.7K - $104K
|
6.56K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.73K+ 28.37% |
$89.7K - $104K
|
7.81K
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.72K+ 6.94% |
$89.3K - $103K
|
26.5K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
BUY
|
- |
1.71K+ 16.96% |
$88.8K - $102K
|
11.8K
$659K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.71K+ 2.77% |
$88.5K - $102K
|
63.4K
$3.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.7K+ 7.03% |
$88.4K - $102K
|
25.9K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.69K+ 23.69% |
$88K - $102K
|
8.84K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.68K+ 10.08% |
$87.4K - $101K
|
18.4K
$1.03M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
1.68K+ 3.45% |
$87K - $100K
|
50.2K
$2.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.67KNew |
$86.9K - $100K
|
1.67K
$93.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.67K+ 4.2% |
$86.6K - $99.9K
|
41.4K
$2.31M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.66K+ 6.33% |
$86.1K - $99.4K
|
27.9K
$1.56M
|