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 |
---|---|---|---|---|---|---|---|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-15.5K- 14.0% |
$895K - $1M
|
95K
$4.56M
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
11+ 0.94% |
$637 - $712
|
1.18K
$56.7K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-57- 5.93% |
$3.3K - $3.69K
|
904
$43.4K
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
2.52K+ 21.41% |
$146K - $163K
|
14.3K
$687K
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
12.9KNew |
$744K - $832K
|
12.9K
$618K
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-15- 0.37% |
$868 - $971
|
4.06K
$195K
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
262+ 8.08% |
$15.2K - $17K
|
3.51K
$168K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-8.94K- 16.78% |
$518K - $579K
|
44.3K
$2.13M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
26+ 0.73% |
$1.51K - $1.68K
|
3.57K
$172K
|
|
Oct 18, 2023
Q3 2023
|
Riverwater Partners LLC
|
BUY
|
- |
689+ 17.69% |
$39.9K - $44.6K
|
4.58K
$220K
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
384+ 4.22% |
$22.2K - $24.9K
|
9.49K
$456K
|
|
Oct 18, 2023
Q3 2023
|
North Growth Management Ltd.
|
SELL
|
- |
-25K- 11.36% |
$1.45M - $1.62M
|
195K
$9.37M
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
6.75K+ 7.87% |
$391K - $437K
|
92.5K
$4.45M
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
159+ 4.52% |
$9.2K - $10.3K
|
3.67K
$177K
|
|
Oct 17, 2023
Q3 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-1.25K- 26.26% |
$72.3K - $80.8K
|
3.51K
$169K
|
|
Oct 17, 2023
Q3 2023
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-59- 1.57% |
$3.42K - $3.82K
|
3.69K
$177K
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-200- 17.53% |
$11.6K - $12.9K
|
941
$45.2K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
909+ 1.31% |
$52.6K - $58.8K
|
70.4K
$3.38M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-9- 0.19% |
$521 - $583
|
4.74K
$228K
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
89+ 0.39% |
$5.15K - $5.76K
|
22.6K
$1.09M
|
|
Oct 13, 2023
Q3 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
300+ 5.25% |
$17.4K - $19.4K
|
6.02K
$289K
|
|
Oct 13, 2023
Q3 2023
|
Eastover Investment Advisors LLC
|
BUY
|
- |
2.36K+ 3.33% |
$137K - $153K
|
73.4K
$3.53M
|
|
Oct 12, 2023
Q3 2023
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-1.07K- 17.38% |
$61.9K - $69.2K
|
5.08K
$244K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
700New |
$40.5K - $45.3K
|
700
$33.6K
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-100- 0.9% |
$5.79K - $6.47K
|
11.1K
$531K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-2.5K- 11.08% |
$145K - $162K
|
20.1K
$964K
|
|
Oct 11, 2023
Q3 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.59K- 9.96% |
$150K - $167K
|
23.4K
$1.12M
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
225New |
$13K - $14.6K
|
225
$10.8K
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.72% |
$1.45K - $1.62K
|
3.49K
$168K
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.32% |
$5.79K - $6.47K
|
4.2K
$202K
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
3New |
$174 - $194
|
3
$144
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
990+ 4.92% |
$57.3K - $64.1K
|
21.1K
$1.02M
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.27K- 22.18% |
$73.5K - $82.1K
|
4.45K
$214K
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
103New |
$5.96K - $6.67K
|
103
$4.95K
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-265- 6.97% |
$15.3K - $17.2K
|
3.54K
$170K
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-40.6K- 76.18% |
$2.35M - $2.63M
|
12.7K
$610K
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-875- 14.82% |
$50.7K - $56.6K
|
5.03K
$242K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.6K- 4.32% |
$92.6K - $104K
|
35.5K
$1.71M
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.34K- 21.87% |
$77.3K - $86.5K
|
4.77K
$229K
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10+ 0.28% |
$579 - $647
|
3.57K
$172K
|
|
Q2 2023 | |||||||
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.66K- 32.29% |
$105K - $117K
|
3.47K
$167K
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.5K- 57.41% |
$223K - $248K
|
2.6K
$125K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-127K- 69.9% |
$8.08M - $8.97M
|
54.6K
$2.62M
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
124New |
$7.9K - $8.77K
|
124
$5.96K
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.99K+ 93.46% |
$573K - $636K
|
18.6K
$894K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.02% |
$63.7 - $70.7
|
4.86K
$234K
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
803+ 4.08% |
$51.2K - $56.8K
|
20.5K
$985K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$84.9K - $94.3K
|
1.33K
$64.1K
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
8.15KNew |
$519K - $576K
|
8.15K
$392K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-7.64K- 91.68% |
$487K - $540K
|
693
$33.3K
|