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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
3.4KNew |
$217K - $240K
|
3.4K
$159K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-49.6K- 92.99% |
$3.16M - $3.51M
|
3.74K
$175K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-600- 8.81% |
$38.2K - $42.4K
|
6.21K
$290K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
201+ 6.21% |
$12.8K - $14.2K
|
3.44K
$161K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
22+ 0.68% |
$1.4K - $1.56K
|
3.24K
$151K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-10- 58.82% |
$637 - $707
|
7
$327
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
1.37K+ 7.33% |
$87.3K - $96.9K
|
20.1K
$937K
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
10.5KNew |
$667K - $741K
|
10.5K
$489K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-19- 2.01% |
$1.21K - $1.34K
|
927
$43.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
182+ 5.87% |
$11.6K - $12.9K
|
3.29K
$153K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-961- 7.94% |
$61.2K - $68K
|
11.1K
$521K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
55New |
$3.5K - $3.89K
|
55
$2.57K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.17K- 26.72% |
$74.8K - $83K
|
3.22K
$150K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.54% |
$319 - $354
|
931
$43.5K
|
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
5.62K+ 26.1% |
$358K - $397K
|
27.1K
$1.27M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.13KNew |
$200K - $222K
|
3.13K
$146K
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-210K- 98.35% |
$13.4M - $14.9M
|
3.52K
$164K
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
23.2KNew |
$1.53M - $1.73M
|
23.2K
$1.08M
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-219- 91.25% |
$14.4K - $16.3K
|
21
$980
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 50.0% |
$6.57K - $7.45K
|
100
$4.67K
|
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
917New |
$60.3K - $68.3K
|
917
$42.8K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-16- 0.11% |
$1.05K - $1.19K
|
14.1K
$658K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
71.3KNew |
$4.69M - $5.31M
|
71.3K
$3.33M
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-30.3K- 89.58% |
$1.99M - $2.26M
|
3.53K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
68+ 0.38% |
$4.47K - $5.07K
|
18.1K
$843K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.59% |
$723 - $820
|
1.87K
$87.1K
|
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
873+ 30.5% |
$57.4K - $65.1K
|
3.74K
$174K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-9.88K- 51.27% |
$649K - $737K
|
9.4K
$439K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-10.9K- 2.5% |
$715K - $811K
|
425K
$19.8M
|
|
|
May 15, 2023
Q1 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
CALL |
-139K- 50.0% |
$9.1M - $10.3M
|
139K
$6.47M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-759- 19.12% |
$49.9K - $56.6K
|
3.21K
$150K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-90- 1.77% |
$5.91K - $6.71K
|
5K
$233K
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.8KNew |
$250K - $284K
|
3.8K
$178K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.54KNew |
$233K - $264K
|
3.54K
$165K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 41.11% |
$667K - $757K
|
14.5K
$679K
|
|
|
May 15, 2023
Q1 2023
|
Redmile Group, LLC
San Francisco, CA |
BUY
|
- |
449KNew |
$29.5M - $33.5M
|
449K
$21M
|
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$65.7 - $74.5
|
35.2K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
117+ 4.05% |
$7.69K - $8.72K
|
3.01K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
17.4KNew |
$1.14M - $1.3M
|
17.4K
$812K
|
|
|
May 15, 2023
Q1 2023
|
Worth Venture Partners, LLC
Fort Lee, NJ |
BUY
|
- |
12.8KNew |
$841K - $954K
|
12.8K
$598K
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
5+ 0.12% |
$329 - $373
|
4.3K
$201K
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
137+ 4.74% |
$9K - $10.2K
|
3.03K
$141K
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-211- 16.09% |
$13.9K - $15.7K
|
1.1K
$51.4K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
13.4KNew |
$882K - $1M
|
13.4K
$627K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
1.56K+ 20.31% |
$102K - $116K
|
9.23K
$431K
|
|
|
May 12, 2023
Q1 2023
|
Advent Capital Management
New York, NY |
BUY
|
- |
20KNew |
$1.31M - $1.49M
|
20K
$934K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2.87KNew |
$189K - $214K
|
2.87K
$134K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-9.77K- 53.71% |
$642K - $728K
|
8.42K
$393K
|
|
|
May 11, 2023
Q1 2023
|
Ruffer LLP
|
SELL
|
- |
-72.5K- 94.15% |
$4.76M - $5.4M
|
4.5K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
637+ 22.69% |
$41.9K - $47.5K
|
3.44K
$161K
|
|