Institutional Ownership Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY). We have compiled data on the 2,536 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $81.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
632
shares
|
$35,284
0.01% of portfolio
|
Q3 2024
Added 20.38%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
610
shares
|
$34,056
0.01% of portfolio
|
Q1 2024
Reduced 59.6%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
596
shares
|
$33,274
0.02% of portfolio
|
Q3 2024
Added 1168.09%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
590
shares
|
$32,939
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
589
shares
|
$32,883
0.0% of portfolio
|
Q3 2024
Reduced 86.71%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
584
shares
|
$32,604
0.01% of portfolio
|
Q2 2024
Added 0.34%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
580
shares
|
$32,381
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
560
shares
|
$31,264
0.01% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
558
shares
|
$31,153
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
546
shares
|
$30,483
0.07% of portfolio
|
Q3 2024
Reduced 28.06%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
544
shares
|
$30,371
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
534
shares
|
$29,813
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
533
shares
|
$29,757
0.02% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
521
shares
|
$29,087
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
515
shares
|
$28,752
0.02% of portfolio
|
Q3 2021
Added 3.21%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
505
shares
|
$28,194
0.01% of portfolio
|
Q1 2024
Reduced 56.35%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
500
shares
|
$27,915
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$27,915
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
500
shares
|
$27,915
0.01% of portfolio
|
Q3 2024
Reduced 43.95%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
500
shares
|
$27,915
0.0% of portfolio
|
Q1 2024
Reduced 87.45%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
492
shares
|
$27,468
0.0% of portfolio
|
Q3 2024
Added 61.31%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
492
shares
|
$27,468
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
484
shares
|
$27,021
0.01% of portfolio
|
Q2 2023
Reduced 17.12%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
470
shares
|
$26,240
0.01% of portfolio
|
Q2 2023
Reduced 63.31%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
468
shares
|
$26,128
0.02% of portfolio
|
Q4 2023
New holding
|