Purchases and Sales Made in Q3 2024 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
934+ 16.16% |
$37K - $48.3K
|
6.71K
$382K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
933+ 5.01% |
$37K - $48.3K
|
19.6K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
932+ 18.58% |
$37K - $48.2K
|
5.95K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
913+ 5.29% |
$36.2K - $47.2K
|
18.2K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
906+ 10.86% |
$35.9K - $46.9K
|
9.25K
$526K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
904+ 3.52% |
$35.9K - $46.8K
|
26.6K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
894+ 1.84% |
$35.5K - $46.3K
|
49.5K
$2.81M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
894+ 15.7% |
$35.5K - $46.3K
|
6.59K
$375K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
893+ 4.38% |
$35.4K - $46.2K
|
21.3K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
886+ 9.7% |
$35.1K - $45.9K
|
10K
$570K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
886+ 8.67% |
$35.1K - $45.9K
|
11.1K
$631K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
885+ 46.95% |
$35.1K - $45.8K
|
2.77K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
867+ 15.87% |
$34.4K - $44.9K
|
6.33K
$360K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
861+ 14.33% |
$34.1K - $44.6K
|
6.87K
$390K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
855+ 8.22% |
$33.9K - $44.2K
|
11.3K
$640K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
850+ 15.25% |
$33.7K - $44K
|
6.42K
$365K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
846+ 0.19% |
$33.6K - $43.8K
|
446K
$25.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
840+ 22.75% |
$33.3K - $43.5K
|
4.53K
$258K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
833+ 1.86% |
$33K - $43.1K
|
45.7K
$2.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
825+ 13.55% |
$32.7K - $42.7K
|
6.91K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
822+ 0.32% |
$32.6K - $42.5K
|
260K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
821+ 1.21% |
$32.6K - $42.5K
|
68.9K
$3.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
809+ 1.82% |
$32.1K - $41.9K
|
45.3K
$2.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
807+ 15.91% |
$32K - $41.8K
|
5.88K
$334K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
770+ 2.17% |
$30.5K - $39.8K
|
36.2K
$2.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
763+ 2.54% |
$30.3K - $39.5K
|
30.8K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
BUY
|
- |
750+ 1.17% |
$29.7K - $38.8K
|
64.8K
$3.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
731+ 9.15% |
$29K - $37.8K
|
8.72K
$496K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
702+ 6.37% |
$27.8K - $36.3K
|
11.7K
$667K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
700+ 1.32% |
$27.8K - $36.2K
|
53.6K
$3.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
699+ 14.52% |
$27.7K - $36.2K
|
5.51K
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
684+ 11.11% |
$27.1K - $35.4K
|
6.84K
$389K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
683+ 3.12% |
$27.1K - $35.3K
|
22.5K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
669+ 10.61% |
$26.5K - $34.6K
|
6.98K
$397K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
669+ 51.3% |
$26.5K - $34.6K
|
1.97K
$112K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
662+ 10.1% |
$26.3K - $34.3K
|
7.22K
$410K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
655+ 5.78% |
$26K - $33.9K
|
12K
$681K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
652New |
$25.9K - $33.7K
|
652
$37.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
650+ 4.88% |
$25.8K - $33.6K
|
14K
$795K
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
650+ 11.49% |
$25.8K - $33.6K
|
6.31K
$358K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
649+ 4.04% |
$25.7K - $33.6K
|
16.7K
$950K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
624+ 11.25% |
$24.7K - $32.3K
|
6.17K
$351K
|
|
|
Nov 06, 2024
Q3 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
620+ 0.64% |
$24.6K - $32.1K
|
97.7K
$5.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
620+ 8.52% |
$24.6K - $32.1K
|
7.89K
$449K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
618+ 2.03% |
$24.5K - $32K
|
31.1K
$1.77M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
614+ 22.0% |
$24.4K - $31.8K
|
3.41K
$194K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
614+ 2.76% |
$24.4K - $31.8K
|
22.9K
$1.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
612+ 11.67% |
$24.3K - $31.7K
|
5.86K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
610+ 4.38% |
$24.2K - $31.6K
|
14.5K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
607+ 7.09% |
$24.1K - $31.4K
|
9.17K
$521K
|