Institutional Owners for BMY
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LEGACY CAPITAL GROUP CALIFORNIA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -34 | -0.87 | 12-31-2023 |
| COVENANT ASSET MANAGEMENT LLC | COM | 3052 | $209,144 | 3,857 | 0.00 | 0.00 | -12,985 | -77.10 | 03-31-2024 |
| AAF WEALTH MANAGEMENT LLC | COM | 3053 | $223,825 | 3,856 | 0.00 | 0.00 | -139 | -3.48 | 09-30-2023 |
| SWAINE & LEIDEL WEALTH SERVICES LLC | COM | 3054 | $3,852,000 | 3,852 | 2.96 | 3.45 | -62,291 | -94.18 | 03-31-2022 |
