Purchases and Sales Made in Q1 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
500+ 1.05% |
$24K - $27.2K
|
48.1K
$2.74M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
500+ 2.51% |
$24K - $27.2K
|
20.4K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
500New |
$24K - $27.2K
|
500
$28.4K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$24K - $27.2K
|
500
$28.4K
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
496+ 5.17% |
$23.8K - $27K
|
10.1K
$573K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
489+ 0.12% |
$23.5K - $26.6K
|
421K
$23.9M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
485+ 10.15% |
$23.3K - $26.4K
|
5.26K
$299K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
475+ 2.45% |
$22.8K - $25.8K
|
19.9K
$1.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
474+ 1.13% |
$22.7K - $25.8K
|
42.2K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
470+ 2.39% |
$22.6K - $25.6K
|
20.2K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
465+ 88.91% |
$22.3K - $25.3K
|
988
$56.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
455+ 3.44% |
$21.8K - $24.8K
|
13.7K
$777K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
450+ 7.49% |
$21.6K - $24.5K
|
6.46K
$367K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
450+ 17.29% |
$21.6K - $24.5K
|
3.05K
$174K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
450+ 4.92% |
$21.6K - $24.5K
|
9.6K
$546K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
450+ 0.77% |
$21.6K - $24.5K
|
58.7K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
450+ 5.33% |
$21.6K - $24.5K
|
8.9K
$506K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
450+ 2.31% |
$21.6K - $24.5K
|
19.9K
$1.13M
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
440+ 0.96% |
$21.1K - $23.9K
|
46.1K
$2.62M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
425+ 5.49% |
$20.4K - $23.1K
|
8.17K
$464K
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
425+ 4.56% |
$20.4K - $23.1K
|
9.75K
$554K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
424+ 2.18% |
$20.3K - $23.1K
|
19.9K
$1.13M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
419+ 1.07% |
$20.1K - $22.8K
|
39.5K
$2.25M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
404+ 9.51% |
$19.4K - $22K
|
4.65K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
404+ 62.54% |
$19.4K - $22K
|
1.05K
$59.7K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
402+ 6.2% |
$19.3K - $21.9K
|
6.88K
$391K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
402+ 0.27% |
$19.3K - $21.9K
|
149K
$8.49M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
400+ 3.55% |
$19.2K - $21.8K
|
11.7K
$664K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
400New |
$19.2K - $21.8K
|
400
$22.7K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
398+ 1.8% |
$19.1K - $21.7K
|
22.5K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
389+ 7.26% |
$18.7K - $21.2K
|
5.75K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
387+ 1.68% |
$18.6K - $21.1K
|
23.5K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
374+ 2.71% |
$17.9K - $20.3K
|
14.2K
$805K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
373+ 16.33% |
$17.9K - $20.3K
|
2.66K
$151K
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
BUY
|
- |
364+ 1.48% |
$17.5K - $19.8K
|
24.9K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
358+ 7.45% |
$17.2K - $19.5K
|
5.16K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
357+ 2.03% |
$17.1K - $19.4K
|
17.9K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
355+ 4.83% |
$17K - $19.3K
|
7.71K
$438K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
355+ 5.9% |
$17K - $19.3K
|
6.37K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
350+ 1.36% |
$16.8K - $19K
|
26.2K
$1.49M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
349+ 0.89% |
$16.7K - $19K
|
39.3K
$2.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
341+ 24.08% |
$16.4K - $18.6K
|
1.76K
$99.9K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
341+ 3.03% |
$16.4K - $18.6K
|
11.6K
$659K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
340+ 0.06% |
$16.3K - $18.5K
|
527K
$29.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
336+ 7.15% |
$16.1K - $18.3K
|
5.04K
$286K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
335+ 38.24% |
$16.1K - $18.2K
|
1.21K
$68.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
333+ 3.05% |
$16K - $18.1K
|
11.3K
$640K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
332+ 4.03% |
$15.9K - $18.1K
|
8.58K
$487K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
329+ 1.67% |
$15.8K - $17.9K
|
20K
$1.14M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
325+ 2.75% |
$15.6K - $17.7K
|
12.2K
$692K
|