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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-12.2K- 76.16% |
$584K - $662K
|
3.81K
$213K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5.7K- 27.8% |
$273K - $310K
|
14.8K
$826K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
CALL |
-1K- 50.0% |
$48K - $54.4K
|
1K
$55.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-237- 3.47% |
$11.4K - $12.9K
|
6.6K
$368K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
2.12K+ 8.07% |
$102K - $116K
|
28.4K
$1.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
8.21KNew |
$394K - $447K
|
8.21K
$458K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.96K+ 151.1% |
$142K - $161K
|
4.92K
$275K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
BUY
|
- |
166+ 2.49% |
$7.96K - $9.03K
|
6.83K
$381K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
91New |
$4.37K - $4.95K
|
91
$5.08K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
333+ 3.05% |
$16K - $18.1K
|
11.3K
$628K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
59+ 1.47% |
$2.83K - $3.21K
|
4.08K
$228K
|
|
|
Apr 17, 2024
Q1 2024
|
Saratoga Research & Investment Management
|
BUY
|
- |
3.7KNew |
$178K - $201K
|
3.7K
$207K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
68New |
$3.26K - $3.7K
|
68
$3.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.32K+ 4.29% |
$63.4K - $71.9K
|
32.1K
$1.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
450+ 17.29% |
$21.6K - $24.5K
|
3.05K
$170K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
300+ 300.0% |
$14.4K - $16.3K
|
400
$22.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-35- 37.23% |
$1.68K - $1.9K
|
59
$3.29K
|
|
|
Apr 15, 2024
Q1 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
195KNew |
$9.33M - $10.6M
|
195K
$10.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
10+ 0.22% |
$480 - $544
|
4.54K
$253K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-36.5K- 7.89% |
$1.75M - $1.98M
|
426K
$23.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-200- 4.76% |
$9.6K - $10.9K
|
4K
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
4.75KNew |
$228K - $258K
|
4.75K
$265K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
291+ 1.55% |
$14K - $15.8K
|
19.1K
$1.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-134- 3.35% |
$6.43K - $7.29K
|
3.87K
$216K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.43K+ 30.73% |
$68.5K - $77.6K
|
6.07K
$339K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-24- 0.61% |
$1.15K - $1.31K
|
3.88K
$217K
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
16.2K+ 26.75% |
$776K - $880K
|
76.6K
$4.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
95.2KNew |
$4.57M - $5.18M
|
95.2K
$5.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.7KNew |
$178K - $201K
|
3.7K
$207K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
100+ 9.09% |
$4.8K - $5.44K
|
1.2K
$67K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.4KNew |
$211K - $240K
|
4.4K
$246K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-240- 5.31% |
$11.5K - $13.1K
|
4.28K
$239K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-200- 43.38% |
$9.6K - $10.9K
|
261
$14.6K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.61K+ 28.33% |
$125K - $142K
|
11.8K
$661K
|
|
|
Apr 09, 2024
Q1 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-27.5K- 8.68% |
$1.32M - $1.5M
|
290K
$16.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-552- 48.68% |
$26.5K - $30K
|
582
$32.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.24% |
$1.2K - $1.36K
|
10.4K
$581K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
797+ 9.95% |
$38.2K - $43.4K
|
8.81K
$492K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 93.69% |
$72K - $81.6K
|
101
$5.64K
|
|
| Q4 2023 | |||||||
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.49K- 65.86% |
$460K - $549K
|
4.92K
$275K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-350- 35.82% |
$17K - $20.2K
|
627
$35K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
30New |
$1.45K - $1.74K
|
30
$1.67K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.53K- 30.57% |
$122K - $146K
|
5.74K
$320K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
819New |
$39.7K - $47.4K
|
819
$45.7K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
900New |
$43.6K - $52.1K
|
900
$50.2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
225New |
$10.9K - $13K
|
225
$12.6K
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-179K- 91.79% |
$8.68M - $10.4M
|
16K
$894K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
188+ 9400.0% |
$9.11K - $10.9K
|
190
$10.6K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.52KNew |
$73.6K - $87.8K
|
1.52K
$84.7K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-104- 34.21% |
$5.04K - $6.02K
|
200
$11.2K
|
|