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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-211- 41.29% |
$10.1K - $11.5K
|
300
$14K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$198K - $225K
|
4.13K
$193K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-34.3K- 82.51% |
$1.64M - $1.87M
|
7.27K
$339K
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
34.4KNew |
$1.65M - $1.87M
|
34.4K
$1.61M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
104+ 2.18% |
$4.99K - $5.66K
|
4.88K
$228K
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-22- 0.31% |
$1.06K - $1.2K
|
7K
$327K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.56K+ 7.89% |
$219K - $248K
|
62.4K
$2.91M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-500- 3.35% |
$24K - $27.2K
|
14.4K
$674K
|
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.8K- 27.95% |
$86.4K - $97.9K
|
4.64K
$217K
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-115- 1.0% |
$5.52K - $6.26K
|
11.4K
$534K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-599- 10.25% |
$28.7K - $32.6K
|
5.25K
$245K
|
|
|
May 07, 2024
Q1 2024
|
Hikari Power LTD
|
SELL
|
- |
-7.46K- 20.01% |
$358K - $406K
|
29.8K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.42K- 1.45% |
$67.9K - $77K
|
96K
$4.48M
|
|
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
97KNew |
$4.65M - $5.28M
|
97K
$4.53M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-920- 4.05% |
$44.1K - $50K
|
21.8K
$1.02M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.79K- 24.63% |
$230K - $261K
|
14.7K
$685K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
35+ 77.78% |
$1.68K - $1.9K
|
80
$3.74K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 18.26% |
$103K - $117K
|
9.62K
$449K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-316- 3.3% |
$15.2K - $17.2K
|
9.27K
$433K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.03KNew |
$241K - $274K
|
5.03K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-189- 1.86% |
$9.07K - $10.3K
|
9.97K
$465K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-273- 4.57% |
$13.1K - $14.9K
|
5.7K
$266K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
440+ 0.96% |
$21.1K - $23.9K
|
46.1K
$2.15M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
4.2KNew |
$201K - $228K
|
4.2K
$196K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-470- 8.98% |
$22.6K - $25.6K
|
4.77K
$222K
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
24.6KNew |
$1.18M - $1.34M
|
24.6K
$1.15M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.67K- 2.4% |
$80K - $90.7K
|
67.9K
$3.17M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
172+ 3.75% |
$8.25K - $9.36K
|
4.76K
$222K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.05K+ 7.66% |
$146K - $166K
|
42.9K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
135New |
$6.48K - $7.34K
|
135
$6.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-885- 17.61% |
$42.5K - $48.1K
|
4.14K
$193K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-315- 67.74% |
$15.1K - $17.1K
|
150
$7K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
647+ 15.1% |
$31K - $35.2K
|
4.93K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-652- 56.35% |
$31.3K - $35.5K
|
505
$23.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.2K+ 387.47% |
$728K - $826K
|
19.1K
$892K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.48K- 87.45% |
$167K - $190K
|
500
$23.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.83KNew |
$232K - $263K
|
4.83K
$225K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.53KNew |
$73.5K - $83.3K
|
1.53K
$71.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
336+ 7.15% |
$16.1K - $18.3K
|
5.04K
$235K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-100- 0.98% |
$4.8K - $5.44K
|
10.1K
$473K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
3.91KNew |
$188K - $213K
|
3.91K
$183K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-3.59K- 43.36% |
$172K - $195K
|
4.68K
$219K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.06K+ 2.36% |
$50.6K - $57.4K
|
45.7K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-750- 15.42% |
$36K - $40.8K
|
4.12K
$192K
|
|
|
Apr 24, 2024
Q1 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-1.72K- 4.59% |
$82.4K - $93.5K
|
35.7K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
74+ 1.22% |
$3.55K - $4.03K
|
6.12K
$286K
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
190New |
$9.12K - $10.3K
|
190
$8.87K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
58+ 1.4% |
$2.78K - $3.16K
|
4.21K
$196K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-318- 4.81% |
$15.3K - $17.3K
|
6.3K
$294K
|
|
|
Apr 23, 2024
Q1 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
3.29K+ 2.49% |
$158K - $179K
|
135K
$6.31M
|