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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.28K+ 5.52% |
$66.6K - $76.9K
|
24.5K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.27K+ 15.0% |
$66K - $76.2K
|
9.75K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.27K+ 30.24% |
$65.8K - $75.9K
|
5.46K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.26K+ 0.89% |
$65.4K - $75.5K
|
142K
$7.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Alta Advisers LTD
|
BUY
|
- |
1.25K+ 22.73% |
$64.9K - $74.9K
|
6.75K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.25K+ 2.18% |
$64.8K - $74.8K
|
58.4K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.24K+ 28.25% |
$64.5K - $74.5K
|
5.64K
$315K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.24K+ 30.64% |
$64.5K - $74.4K
|
5.3K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.23K+ 1.29% |
$63.9K - $73.8K
|
96.6K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.23K+ 287.59% |
$63.8K - $73.6K
|
1.66K
$92.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.23K+ 24.69% |
$63.6K - $73.4K
|
6.19K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
1.22K+ 22.16% |
$63.4K - $73.2K
|
6.74K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.21K+ 14.67% |
$62.8K - $72.5K
|
9.46K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
1.21KNew |
$62.7K - $72.3K
|
1.21K
$67.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.19K+ 3.7% |
$61.9K - $71.5K
|
33.4K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 6.1% |
$61.9K - $71.5K
|
20.7K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.17K+ 23.25% |
$60.7K - $70.1K
|
6.2K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.16K+ 3.72% |
$60.3K - $69.7K
|
32.4K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.13K+ 5.71% |
$58.8K - $67.9K
|
21K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.12K+ 8.78% |
$58K - $67K
|
13.9K
$773K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.12K+ 3.23% |
$57.9K - $66.8K
|
35.6K
$1.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
1.11K+ 7.46% |
$57.8K - $66.7K
|
16K
$895K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.1K+ 23.96% |
$57.2K - $66K
|
5.7K
$318K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 9.27% |
$56.9K - $65.7K
|
12.9K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
1.09K+ 1.84% |
$56.8K - $65.6K
|
60.5K
$3.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.08K+ 13.15% |
$56K - $64.7K
|
9.28K
$518K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.08K+ 8.97% |
$55.8K - $64.4K
|
13.1K
$729K
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.07K+ 23.52% |
$55.6K - $64.1K
|
5.62K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.06K+ 8.55% |
$54.8K - $63.3K
|
13.4K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.05K+ 17.61% |
$54.6K - $63K
|
7.02K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.04K+ 6.9% |
$54K - $62.4K
|
16.1K
$900K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.04K+ 19.41% |
$54K - $62.3K
|
6.4K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
1.03K+ 2.27% |
$53.6K - $61.9K
|
46.5K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 15.4% |
$52.7K - $60.8K
|
7.6K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1.01KNew |
$52.4K - $60.5K
|
1.01K
$56.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$52.1K - $60.1K
|
1K
$56K
|
|
|
Feb 03, 2025
Q4 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1K+ 7.03% |
$51.9K - $59.9K
|
15.2K
$850K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1KNew |
$51.9K - $59.9K
|
1K
$55.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1KNew |
$51.9K - $59.9K
|
1K
$55.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1K+ 4.14% |
$51.9K - $59.9K
|
25.2K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
992+ 5.16% |
$51.5K - $59.5K
|
20.2K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
992+ 17.35% |
$51.5K - $59.5K
|
6.71K
$375K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
991New |
$51.5K - $59.4K
|
991
$55.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
979+ 20.61% |
$50.8K - $58.7K
|
5.73K
$320K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
971+ 5.43% |
$50.4K - $58.2K
|
18.9K
$1.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
960+ 6.41% |
$49.8K - $57.5K
|
15.9K
$889K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
946+ 22.25% |
$49.1K - $56.7K
|
5.2K
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
933New |
$48.4K - $55.9K
|
933
$52.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
931+ 21.24% |
$48.3K - $55.8K
|
5.31K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
925+ 9.56% |
$48K - $55.4K
|
10.6K
$592K
|