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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-105- 18.75% |
$6.08K - $6.8K
|
455
$25.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-473- 11.68% |
$27.4K - $30.6K
|
3.58K
$200K
|
|
|
Nov 13, 2023
Q3 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-8.43K- 44.49% |
$488K - $546K
|
10.5K
$587K
|
|
|
Nov 13, 2023
Q3 2023
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-50- 0.94% |
$2.89K - $3.24K
|
5.29K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10.1K- 71.0% |
$584K - $653K
|
4.12K
$230K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.41KClosed |
$429K - $480K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.7KNew |
$98.4K - $110K
|
1.7K
$94.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
258+ 7.27% |
$14.9K - $16.7K
|
3.81K
$213K
|
|
|
Nov 13, 2023
Q3 2023
|
Socorro Asset Management LP
Dallas, TX |
BUY
|
- |
12.3K+ 9.3% |
$712K - $796K
|
145K
$8.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
96+ 17.61% |
$5.56K - $6.21K
|
641
$35.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-17.3K- 26.87% |
$1M - $1.12M
|
47.1K
$2.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Innovis Asset Management LLC
Chicago, IL |
BUY
|
- |
90+ 1.74% |
$5.21K - $5.83K
|
5.25K
$293K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
113+ 2.94% |
$6.54K - $7.31K
|
3.96K
$221K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 1.8% |
$83.4K - $93.2K
|
78.5K
$4.39M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-294- 5.41% |
$17K - $19K
|
5.14K
$287K
|
|
|
Nov 09, 2023
Q3 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-440- 6.8% |
$25.5K - $28.5K
|
6.04K
$337K
|
|
|
Nov 09, 2023
Q3 2023
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-11.9K- 91.43% |
$691K - $773K
|
1.12K
$62.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Freemont Management S.A.
|
SELL
|
- |
-14.4K- 14.44% |
$834K - $932K
|
85.3K
$4.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
84+ 0.87% |
$4.86K - $5.44K
|
9.79K
$547K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
467New |
$27K - $30.2K
|
467
$26.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-400- 88.89% |
$23.2K - $25.9K
|
50
$2.79K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-340- 5.25% |
$19.7K - $22K
|
6.14K
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.57% |
$57.9 - $64.7
|
177
$9.88K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-33.2K- 39.39% |
$1.92M - $2.15M
|
51K
$2.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-97.5K- 64.45% |
$5.64M - $6.31M
|
53.8K
$3M
|
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.46KNew |
$200K - $224K
|
3.46K
$193K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-140K- 24.46% |
$8.12M - $9.08M
|
433K
$24.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.21K- 23.47% |
$69.9K - $78.2K
|
3.94K
$220K
|
|
|
Nov 06, 2023
Q3 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-116K- 17.66% |
$6.69M - $7.48M
|
539K
$30.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
4.28KNew |
$248K - $277K
|
4.28K
$239K
|
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
2.31K+ 1.33% |
$134K - $150K
|
177K
$9.87M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.33K- 27.25% |
$76.7K - $85.8K
|
3.54K
$197K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-90- 2.31% |
$5.21K - $5.83K
|
3.81K
$213K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.63K- 24.75% |
$152K - $170K
|
7.99K
$446K
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
117+ 1.52% |
$6.77K - $7.57K
|
7.8K
$435K
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
115+ 2.01% |
$6.66K - $7.44K
|
5.83K
$325K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-125- 10.52% |
$7.24K - $8.09K
|
1.06K
$59.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-222- 0.39% |
$12.9K - $14.4K
|
57K
$3.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-24- 0.66% |
$1.39K - $1.55K
|
3.64K
$203K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.46K- 9.28% |
$142K - $159K
|
24K
$1.34M
|
|
|
Nov 02, 2023
Q3 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
CALL |
24.7KNew |
$1.43M - $1.6M
|
24.7K
$1.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.33K+ 2.43% |
$77.2K - $86.3K
|
56.3K
$3.14M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-38- 1.03% |
$2.2K - $2.46K
|
3.64K
$203K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.55KNew |
$205K - $230K
|
3.55K
$198K
|
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
211+ 4.44% |
$12.2K - $13.7K
|
4.97K
$277K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-189- 4.98% |
$10.9K - $12.2K
|
3.6K
$201K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-144- 2.64% |
$8.34K - $9.32K
|
5.3K
$296K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.95K+ 39.41% |
$518K - $580K
|
31.7K
$1.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-9.61K- 30.3% |
$556K - $622K
|
22.1K
$1.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-227K- 98.2% |
$13.1M - $14.7M
|
4.17K
$233K
|