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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-706- 7.72% |
$34.2K - $40.8K
|
8.44K
$471K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-127- 1.11% |
$6.16K - $7.35K
|
11.3K
$629K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-500- 9.84% |
$24.2K - $28.9K
|
4.58K
$256K
|
|
|
Jan 30, 2024
Q4 2023
|
Health Invest Partners Ab
|
BUY
|
- |
23K+ 35.38% |
$1.12M - $1.33M
|
88K
$4.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
156+ 0.48% |
$7.56K - $9.02K
|
32.6K
$1.82M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
200New |
$9.7K - $11.6K
|
200
$11.2K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-98.4K- 95.41% |
$4.77M - $5.69M
|
4.73K
$264K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
283New |
$13.7K - $16.4K
|
283
$15.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.66K- 24.52% |
$129K - $154K
|
8.19K
$457K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.43K- 8.95% |
$263K - $314K
|
55.2K
$3.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-384- 6.56% |
$18.6K - $22.2K
|
5.47K
$306K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-125- 9.59% |
$6.06K - $7.23K
|
1.18K
$65.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-109- 0.55% |
$5.28K - $6.31K
|
19.9K
$1.11M
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.98K- 16.95% |
$96.1K - $115K
|
9.71K
$542K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
242+ 6.21% |
$11.7K - $14K
|
4.14K
$231K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
772New |
$37.4K - $44.7K
|
772
$43.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2KNew |
$97K - $116K
|
2K
$112K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
468New |
$22.7K - $27.1K
|
468
$26.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-1K- 13.79% |
$48.5K - $57.9K
|
6.25K
$349K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-179- 3.72% |
$8.68K - $10.4K
|
4.64K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.14KNew |
$201K - $240K
|
4.14K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-14.9K- 45.3% |
$721K - $860K
|
18K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
1.32MNew |
$63.9M - $76.3M
|
1.32M
$73.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-28.7K- 82.05% |
$1.39M - $1.66M
|
6.28K
$351K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.65KNew |
$225K - $269K
|
4.65K
$260K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.13K+ 21.66% |
$152K - $181K
|
17.6K
$982K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-157Closed |
$7.61K - $9.08K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-124- 0.76% |
$6.01K - $7.17K
|
16.1K
$899K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-823- 40.5% |
$39.9K - $47.6K
|
1.21K
$67.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
545+ 14.94% |
$26.4K - $31.5K
|
4.19K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
126New |
$6.11K - $7.29K
|
126
$7.03K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
12+ 0.27% |
$582 - $694
|
4.42K
$247K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
11New |
$533 - $636
|
11
$614
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-43- 10.29% |
$2.08K - $2.49K
|
375
$20.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-600- 63.83% |
$29.1K - $34.7K
|
340
$19K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
129+ 1.86% |
$6.25K - $7.46K
|
7.05K
$394K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-255- 80.95% |
$12.4K - $14.8K
|
60
$3.35K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
29.8KNew |
$1.44M - $1.72M
|
29.8K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.2KNew |
$591K - $705K
|
12.2K
$681K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-111- 2.39% |
$5.38K - $6.42K
|
4.53K
$253K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-565- 2.12% |
$27.4K - $32.7K
|
26.1K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.16K- 10.01% |
$105K - $125K
|
19.4K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-205- 86.5% |
$9.94K - $11.9K
|
32
$1.79K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
35+ 0.7% |
$1.7K - $2.02K
|
5.02K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-204- 1.31% |
$9.89K - $11.8K
|
15.3K
$856K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
180+ 4.03% |
$8.73K - $10.4K
|
4.64K
$259K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-99.3K- 26.15% |
$4.81M - $5.74M
|
281K
$15.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
50+ 2.59% |
$2.42K - $2.89K
|
1.98K
$111K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-619- 8.87% |
$30K - $35.8K
|
6.36K
$355K
|
|
| Q3 2023 | |||||||
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.85KClosed |
$281K - $314K
|
0
$0
|
|