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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-546- 5.89% |
$22K - $28.9K
|
8.72K
$464K
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.45K- 16.71% |
$381K - $501K
|
47.1K
$2.51M
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
32.2K+ 197.25% |
$1.3M - $1.71M
|
48.6K
$2.58M
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
16.2K+ 82.91% |
$651K - $857K
|
35.7K
$1.9M
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-624- 2.48% |
$25.1K - $33.1K
|
24.5K
$1.31M
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.3K- 1.08% |
$52.4K - $68.9K
|
119K
$6.34M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-242K- 27.35% |
$9.72M - $12.8M
|
642K
$34.1M
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-14.1K- 33.81% |
$569K - $749K
|
27.7K
$1.47M
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-4.66K- 48.14% |
$187K - $247K
|
5.02K
$267K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.52K- 2.82% |
$303K - $398K
|
259K
$13.8M
|
|
Aug 13, 2024
Q2 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-29.6K- 7.47% |
$1.19M - $1.57M
|
366K
$19.5M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.4K- 28.41% |
$96.6K - $127K
|
6.05K
$322K
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-42.2K- 1.84% |
$1.7M - $2.24M
|
2.26M
$120M
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-33.9K- 54.21% |
$1.37M - $1.8M
|
28.7K
$1.52M
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
1.8K+ 2.04% |
$72.5K - $95.4K
|
90K
$4.79M
|
|
Aug 13, 2024
Q2 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.59MNew |
$64.2M - $84.5M
|
1.59M
$84.8M
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.96K+ 2.4% |
$159K - $210K
|
169K
$9M
|
|
Aug 13, 2024
Q2 2024
|
Birchview Capital, LP
Burlington, VT |
SELL
|
- |
-15.4K- 2.19% |
$619K - $815K
|
688K
$36.6M
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
792+ 18.82% |
$31.9K - $42K
|
5K
$266K
|
|
Aug 13, 2024
Q2 2024
|
Independent Franchise Partners LLP
London, X0 |
BUY
|
- |
556K+ 3.96% |
$22.4M - $29.5M
|
14.6M
$777M
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
34.5K+ 53.94% |
$1.39M - $1.83M
|
98.4K
$5.23M
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-15.4K- 2.67% |
$622K - $818K
|
563K
$30M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
504K+ 0.27% |
$20.3M - $26.7M
|
187M
$9.92B
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-5.3K- 44.79% |
$213K - $281K
|
6.53K
$347K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-73.7K- 98.66% |
$2.96M - $3.9M
|
1K
$53.2K
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-5.48K- 12.35% |
$221K - $291K
|
38.9K
$2.07M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
167K+ 525.97% |
$6.72M - $8.85M
|
199K
$10.6M
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-69- 1.15% |
$2.78K - $3.66K
|
5.93K
$316K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-408K- 29.2% |
$16.4M - $21.6M
|
990K
$52.7M
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.41KNew |
$56.7K - $74.7K
|
1.41K
$74.9K
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-198K- 97.16% |
$7.98M - $10.5M
|
5.79K
$308K
|
|
Aug 13, 2024
Q2 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
159K+ 17.38% |
$6.41M - $8.43M
|
1.07M
$57.2M
|
|
Aug 13, 2024
Q2 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
76.4K+ 73.3% |
$3.08M - $4.05M
|
181K
$9.61M
|
|
Aug 13, 2024
Q2 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-2.9K- 7.73% |
$117K - $154K
|
34.6K
$1.84M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
24.5KNew |
$986K - $1.3M
|
24.5K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.01K+ 85.07% |
$242K - $318K
|
13.1K
$695K
|
|
Aug 13, 2024
Q2 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
19.1K+ 19.63% |
$770K - $1.01M
|
117K
$6.2M
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
284+ 0.92% |
$11.4K - $15K
|
31.2K
$1.66M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
212K+ 20.64% |
$8.53M - $11.2M
|
1.24M
$65.9M
|
|
Aug 13, 2024
Q2 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-1.79K- 1.67% |
$72.2K - $95K
|
105K
$5.6M
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
41.7K+ 37238.39% |
$1.68M - $2.21M
|
41.8K
$2.22M
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-595- 7.14% |
$23.9K - $31.5K
|
7.74K
$412K
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-34- 8.99% |
$1.37K - $1.8K
|
344
$18.3K
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
20.3K+ 37.52% |
$818K - $1.08M
|
74.5K
$3.96M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.12K- 34.16% |
$45.1K - $59.4K
|
2.16K
$115K
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
2.42KNew |
$97.5K - $128K
|
2.42K
$129K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-231K- 1.45% |
$9.29M - $12.2M
|
15.7M
$837M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-91.2K- 19.99% |
$3.67M - $4.83M
|
365K
$19.4M
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
4.73K+ 51.31% |
$190K - $250K
|
13.9K
$741K
|
|
Aug 13, 2024
Q2 2024
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.63K- 1.28% |
$106K - $139K
|
203K
$10.8M
|