Signals

← Signals

☆BMY

151 in-universe funds with a nonzero position in BMY within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#39
Score / z0.438 / 2.93
Consensus49.28 over 101 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-07-30 8-K 2.02, 7.01, 9.01
2026-05-08 8-K 5.07
2026-04-30 8-K 2.02, 7.01, 9.01
2026-02-05 8-K 2.02, 7.01, 9.01
2026-01-12 8-K 7.01, 9.01
2025-11-18 8-K 8.01, 9.01
2025-11-10 8-K 8.01, 9.01
2025-11-03 8-K 8.01, 9.01
2025-10-30 8-K 2.02, 7.01, 9.01
2025-07-31 8-K 2.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-11-07 424B5 BRISTOL MYERS SQUIBB CO
2024-02-16 424B5 BRISTOL MYERS SQUIBB CO
2023-11-01 424B5 BRISTOL MYERS SQUIBB CO
2022-02-17 424B5 BRISTOL MYERS SQUIBB CO
2020-11-12 424B5 BRISTOL MYERS SQUIBB CO

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 1,947.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,292.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 1,041.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,004.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 584.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 388.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 337.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 216.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 203.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 132.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 111.4 1.3% 2 -0.7 pp +1.3 pp +1.3 pp +1.3 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 100.7 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 98.4 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 57.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 54.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 46.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Birchview Capital, LP CIK 0001618205 0.194 72 41.8 36.3% 2 +4.8 pp +36.3 pp +36.3 pp +36.3 pp
☆STRS OHIO CIK 0000820478 0.777 2154 36.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 33.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 22.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 22.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 21.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 21.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 15.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 15.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 14.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 13.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 9.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 8.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 6.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 6.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 5.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 5.3 3.9% 2 +0.2 pp +3.9 pp +3.9 pp +3.9 pp
☆Hamilton Wealth, LLC CIK 0001760263 0.303 117 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 4.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 2.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 1.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 1.7 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 1.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 1.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 1.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Western Wealth Management, LLC CIK 0001767902 0.458 1001 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UNITED BANK CIK 0001286478 0.652 130 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 1.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 0.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers National Bank CIK 0001632966 0.440 180 0.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MTM FINANCIAL GROUP, LLC CIK 2132054 0.556 95 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saranac Partners Ltd CIK 0002098745 0.206 112 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Millennium Capital Advisors, LLC CIK 0002097025 0.334 137 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CWC Advisors, LLC. CIK 0001520683 0.235 152 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GK Wealth Management LLC CIK 0002069222 0.000 225 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Reliant Investment Partners, LLC CIK 0002069207 0.225 126 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.886 609 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AFFINITY WEALTH LLC CIK 2111764 0.876 27 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just BMY). Qtrs Held counts distinct quarters this fund has actually held BMY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BMY position size. Δ columns are the percentage-point change in BMY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status