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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-3.07K- 33.13% |
$124K - $163K
|
6.2K
$346K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.58KNew |
$63.5K - $83.6K
|
1.58K
$88.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-100- 0.42% |
$4.03K - $5.3K
|
23.9K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23New |
$926 - $1.22K
|
23
$1.28K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.02% |
$40.3 - $53
|
5.52K
$308K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.82K- 27.33% |
$73.2K - $96.3K
|
4.83K
$270K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-567- 1.34% |
$22.8K - $30K
|
41.7K
$2.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4KNew |
$161K - $212K
|
4K
$223K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 40.06% |
$77.2K - $102K
|
2.87K
$160K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.7KNew |
$550K - $724K
|
13.7K
$763K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
171New |
$6.88K - $9.06K
|
171
$9.55K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-438- 2.68% |
$17.6K - $23.2K
|
15.9K
$889K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.66KNew |
$66.7K - $87.8K
|
1.66K
$92.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
40.7KNew |
$1.64M - $2.16M
|
40.7K
$2.27M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-1.25K- 11.38% |
$50.4K - $66.4K
|
9.75K
$545K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.11K- 5.0% |
$44.6K - $58.7K
|
21K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.59% |
$2.42K - $3.18K
|
10.1K
$565K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-500- 58.28% |
$20.1K - $26.5K
|
358
$20K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25.3K- 40.05% |
$1.02M - $1.34M
|
37.9K
$2.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-30.5K- 74.94% |
$1.23M - $1.62M
|
10.2K
$569K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
2.11KNew |
$84.7K - $112K
|
2.11K
$118K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-4.12K- 23.71% |
$166K - $218K
|
13.3K
$740K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.2KNew |
$48.3K - $63.6K
|
1.2K
$67K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
1.02KNew |
$41.1K - $54K
|
1.02K
$56.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.01KNew |
$282K - $371K
|
7.01K
$391K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-51- 0.53% |
$2.05K - $2.7K
|
9.5K
$530K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.01K+ 60.07% |
$40.8K - $53.7K
|
2.7K
$151K
|
|
| Q1 2024 | |||||||
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-564- 51.6% |
$27.1K - $30.7K
|
529
$29.5K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8.16K+ 8768.82% |
$391K - $444K
|
8.25K
$460K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 233.68% |
$564K - $639K
|
16.8K
$936K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.99KNew |
$239K - $271K
|
4.99K
$278K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-227K- 63.35% |
$10.9M - $12.3M
|
131K
$7.33M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-279- 11.04% |
$13.4K - $15.2K
|
2.25K
$126K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
35+ 0.75% |
$1.68K - $1.9K
|
4.68K
$261K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-200- 0.86% |
$9.6K - $10.9K
|
23.1K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.18K- 17.41% |
$56.7K - $64.3K
|
5.61K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
9.41KNew |
$451K - $512K
|
9.41K
$525K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
400New |
$19.2K - $21.8K
|
400
$22.3K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-992- 58.63% |
$47.6K - $54K
|
700
$39.1K
|
|
|
May 15, 2024
Q1 2024
|
Edentree Asset Management LTD
London, X0 |
SELL
|
- |
-67.5K- 72.96% |
$3.24M - $3.67M
|
25K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-102K- 64.21% |
$4.88M - $5.53M
|
56.7K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
2.96K+ 501.69% |
$142K - $161K
|
3.55K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Capital Management Inc
|
SELL
|
- |
-200- 1.94% |
$9.6K - $10.9K
|
10.1K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-12.5K- 64.65% |
$599K - $679K
|
6.83K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-718- 13.79% |
$34.4K - $39.1K
|
4.49K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
20.7KNew |
$993K - $1.13M
|
20.7K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-400- 7.33% |
$19.2K - $21.8K
|
5.05K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 0.94% |
$48 - $54.4
|
105
$5.86K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.89K+ 62.5% |
$186K - $211K
|
10.1K
$564K
|
|