Latest Institutional Transactions on Bristol Myers Squibb CO (BMY)
This table provides information on the latest institutional transactions involving Bristol Myers Squibb CO (BMY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.01KNew |
$159K - $207K
|
4.01K
$224K
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-40- 0.16% |
$1.59K - $2.07K
|
25.7K
$1.44M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-141- 0.69% |
$5.59K - $7.3K
|
20.4K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-79- 19.08% |
$3.13K - $4.09K
|
335
$18.7K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2K- 17.87% |
$79.3K - $104K
|
9.2K
$513K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
177+ 3.54% |
$7.02K - $9.16K
|
5.18K
$289K
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
430+ 1.75% |
$17.1K - $22.3K
|
25K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-536- 15.78% |
$21.3K - $27.7K
|
2.86K
$160K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-400- 74.35% |
$15.9K - $20.7K
|
138
$7.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
492New |
$19.5K - $25.5K
|
492
$27.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Weatherly Asset Management L. P.
|
BUY
|
- |
5.08KNew |
$202K - $263K
|
5.08K
$284K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-271- 10.95% |
$10.7K - $14K
|
2.2K
$123K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.35K+ 2251.67% |
$53.6K - $69.9K
|
1.41K
$78.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
39+ 2.66% |
$1.55K - $2.02K
|
1.51K
$84.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-235- 4.34% |
$9.32K - $12.2K
|
5.18K
$289K
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-11.9K- 40.79% |
$472K - $616K
|
17.3K
$964K
|
|
|
Oct 25, 2024
Q3 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-1.18K- 11.55% |
$46.6K - $60.8K
|
9K
$502K
|
|
|
Oct 25, 2024
Q3 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
3.92KNew |
$156K - $203K
|
3.92K
$219K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
11.8K+ 54.78% |
$469K - $612K
|
33.4K
$1.87M
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
5.29KNew |
$210K - $274K
|
5.29K
$295K
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
9.95KNew |
$395K - $515K
|
9.95K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-454K- 10.72% |
$18M - $23.5M
|
3.78M
$211M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
353+ 5.9% |
$14K - $18.3K
|
6.33K
$354K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
26+ 0.37% |
$1.03K - $1.35K
|
7.14K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
4.76KNew |
$189K - $246K
|
4.76K
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-554- 4.49% |
$22K - $28.7K
|
11.8K
$658K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-600- 3.9% |
$23.8K - $31.1K
|
14.8K
$825K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-1.1K- 9.84% |
$43.6K - $56.9K
|
10.1K
$563K
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
20.5KNew |
$813K - $1.06M
|
20.5K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.43K- 22.3% |
$216K - $281K
|
18.9K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-393- 8.93% |
$15.6K - $20.3K
|
4.01K
$224K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
5.02KNew |
$199K - $260K
|
5.02K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-125- 2.17% |
$4.96K - $6.47K
|
5.65K
$315K
|
|
|
Oct 23, 2024
Q3 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-5.2K- 14.77% |
$206K - $269K
|
30K
$1.67M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
5.09KNew |
$202K - $263K
|
5.09K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-535- 3.17% |
$21.2K - $27.7K
|
16.3K
$912K
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
886+ 8.67% |
$35.1K - $45.9K
|
11.1K
$620K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
6.11K+ 46.16% |
$242K - $316K
|
19.3K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-4.11K- 30.11% |
$163K - $213K
|
9.55K
$533K
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-400- 0.37% |
$15.9K - $20.7K
|
108K
$6.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Harvey Investment CO LLC
|
SELL
|
- |
-600- 11.99% |
$23.8K - $31.1K
|
4.41K
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-150- 0.35% |
$5.95K - $7.76K
|
42.4K
$2.37M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
SELL
|
- |
-9.84K- 10.43% |
$390K - $509K
|
84.5K
$4.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5.73K- 1.3% |
$227K - $296K
|
436K
$24.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
300+ 2.26% |
$11.9K - $15.5K
|
13.6K
$756K
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
235+ 2.94% |
$9.32K - $12.2K
|
8.22K
$459K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-400- 1.33% |
$15.9K - $20.7K
|
29.6K
$1.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
3.02KNew |
$120K - $156K
|
3.02K
$169K
|
|
|
Oct 21, 2024
Q3 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
4.8KNew |
$190K - $248K
|
4.8K
$268K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
14.4K+ 1317.09% |
$571K - $746K
|
15.5K
$866K
|