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 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600+ 49.96% |
$31.2K - $36K
|
1.8K
$106K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
583+ 11.55% |
$30.3K - $34.9K
|
5.63K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
583+ 0.78% |
$30.3K - $34.9K
|
75.1K
$4.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
577+ 19.61% |
$30K - $34.6K
|
3.52K
$207K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
567+ 1.0% |
$29.4K - $34K
|
57K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
564+ 1.79% |
$29.3K - $33.8K
|
32K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
563+ 0.71% |
$29.2K - $33.7K
|
79.6K
$4.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
532+ 0.97% |
$27.6K - $31.9K
|
55.1K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
523+ 1.93% |
$27.2K - $31.3K
|
27.7K
$1.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
518+ 3.23% |
$26.9K - $31K
|
16.6K
$976K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
516+ 4.22% |
$26.8K - $30.9K
|
12.8K
$752K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
515+ 11.95% |
$26.7K - $30.9K
|
4.82K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
515+ 3.36% |
$26.7K - $30.9K
|
15.8K
$933K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
514+ 21.85% |
$26.7K - $30.8K
|
2.87K
$169K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
508+ 14.38% |
$26.4K - $30.4K
|
4.04K
$238K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
505+ 2.68% |
$26.2K - $30.3K
|
19.3K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
504+ 2.82% |
$26.2K - $30.2K
|
18.4K
$1.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
504+ 3.72% |
$26.2K - $30.2K
|
14.1K
$828K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
502+ 4.12% |
$26.1K - $30.1K
|
12.7K
$748K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
501+ 2.02% |
$26K - $30K
|
25.2K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
500+ 2.36% |
$26K - $30K
|
21.7K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
486+ 2.8% |
$25.2K - $29.1K
|
17.8K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
471+ 1.31% |
$24.5K - $28.2K
|
36.4K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
466+ 1.93% |
$24.2K - $27.9K
|
24.5K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
461+ 6.24% |
$23.9K - $27.6K
|
7.84K
$462K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
459+ 11.8% |
$23.8K - $27.5K
|
4.35K
$256K
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
452+ 6.26% |
$23.5K - $27.1K
|
7.68K
$453K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
451+ 1.47% |
$23.4K - $27K
|
31.1K
$1.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
443+ 2.4% |
$23K - $26.6K
|
18.9K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
435+ 4.2% |
$22.6K - $26.1K
|
10.8K
$636K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
423+ 4.7% |
$22K - $25.4K
|
9.43K
$556K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
416+ 6.82% |
$21.6K - $24.9K
|
6.51K
$384K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
410+ 10.56% |
$21.3K - $24.6K
|
4.29K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
403+ 7.68% |
$20.9K - $24.2K
|
5.65K
$333K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
384+ 5.99% |
$19.9K - $23K
|
6.8K
$401K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
361+ 8.43% |
$18.7K - $21.6K
|
4.64K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
354+ 2.66% |
$18.4K - $21.2K
|
13.7K
$806K
|
|
|
Jan 31, 2025
Q4 2024
|
Cardinal Capital Management
|
BUY
|
- |
353+ 0.37% |
$18.3K - $21.2K
|
95K
$5.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
350+ 1.09% |
$18.2K - $21K
|
32.5K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
341+ 1.96% |
$17.7K - $20.4K
|
17.7K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
332+ 3.97% |
$17.2K - $19.9K
|
8.69K
$512K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
327New |
$17K - $19.6K
|
327
$19.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
312+ 7.39% |
$16.2K - $18.7K
|
4.54K
$267K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
310+ 3.28% |
$16.1K - $18.6K
|
9.75K
$575K
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
307+ 5.56% |
$15.9K - $18.4K
|
5.82K
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
301+ 2.49% |
$15.6K - $18K
|
12.4K
$731K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
300+ 18.75% |
$15.6K - $18K
|
1.9K
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
300+ 4.3% |
$15.6K - $18K
|
7.28K
$429K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
285New |
$14.8K - $17.1K
|
285
$16.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
282+ 0.95% |
$14.6K - $16.9K
|
30K
$1.77M
|