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BRISTOL MYERS SQUIBB CO
BRISTOL MYERS SQUIBB CO. Institutional holdings reported to the SEC.

Institutional Holders (2014Q2)
Portfolio Summary: 1,367 Institutional holders with a total value of $57,956,187,209.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PIERSHALE FINANCIAL GROUP, INC. 2 0 0.00%
2 WELLS FARGO & COMPANY/MN 400 1,000 0.00% Put
3 Winslow Capital Management, LLC 13 1,000 0.00%
4 Private Advisor Group, LLC 600 1,000 0.00% Call
5 Kovack Advisors, Inc. 19 1,000 0.00% Call
6 St. Johns Investment Management Company, LLC 70 3,000 0.00%
7 MACROVIEW INVESTMENT MANAGEMENT LLC 81 4,000 0.00%
8 NuWave Investment Management, LLC 108 5,000 0.00%
9 Tower Research Capital LLC (TRC) 96 5,000 0.00%
10 Shamrock Asset Management LLC 133 6,000 0.00%
11 MUNDER CAPITAL MANAGEMENT 120 6,000 0.00%
12 NEW YORK LIFE TRUST CO 147 7,000 0.00%
13 Financial Management Professionals, Inc. 150 7,000 0.00%
14 Exchange Capital Management, Inc. 159 8,000 0.00%
15 WELLS FARGO & COMPANY/MN 64,700 8,000 0.00% Call
16 Transamerica Financial Advisors, LLC 173 9,000 0.00%
17 MARSHALL & SULLIVAN INC /WA/ 200 9,000 0.00%
18 Syntal Capital Partners, LLC 200 9,000 0.00%
19 America First Investment Advisors, LLC 203 10,000 0.00%
20 Somerset Trust Co 200 10,000 0.00%
21 Horrell Capital Management, Inc. 200 10,000 0.00%
22 PAYDEN & RYGEL 240 12,000 0.00%
23 MEEDER ASSET MANAGEMENT INC 275 13,000 0.00%
24 SRH ADVISORS, LLC 300 15,000 0.00%
25 SeaBridge Investment Advisors LLC 300 15,000 0.00%
26 Cordasco Financial Network 340 16,000 0.00%
27 FOUNDERS BANK & TRUST 400 19,000 0.00%
28 Torch Wealth Management LLC 400 19,000 0.00%
29 Edge Wealth Management LLC 395 19,000 0.00%
30 Global X Management CO LLC 402 20,000 0.00%
31 Financial Advantage, Inc. 450 22,000 0.00%
32 FNY Managed Accounts LLC 300 22,350 0.00% Call
33 Tarbox Family Office, Inc. 478 23,000 0.00%
34 WESTPORT RESOURCES MANAGEMENT INC 500 24,000 0.00% Call
35 D'Orazio & Associates, Inc. 500 24,000 0.00%
36 Winfield Associates, Inc. 500 24,000 0.00%
37 MARINER INVESTMENT GROUP LLC 10,000 25,000 0.00% Call
38 Hoxton Financial, Inc. 545 26,000 0.00%
39 JAMES INVESTMENT RESEARCH, INC. 600 29,000 0.00%
40 WEALTHCARE CAPITAL MANAGEMENT LLC 600 29,000 0.00%
41 FCM INVESTMENTS/TX 610 30,000 0.00%
42 JNBA Financial Advisors 685 33,000 0.00%
43 WealthTrust Fairport, LLC 687 33,000 0.00%
44 Alexandria Capital, LLC 692 34,000 0.00%
45 Stevens First Principles Investment Advisors 700 34,000 0.00%
46 ACUITY INVESTMENT MANAGEMENT INC 700 34,000 0.00%
47 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 724 35,000 0.00%
48 REILLY FINANCIAL ADVISORS, LLC 754 36,000 0.00%
49 Nelson Capital Management, LLC 780 38,000 0.00%
50 Avior Wealth Management, LLC 780 38,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.