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 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-56.8K- 4.58% |
$2.25M - $2.94M
|
1.18M
$68.6M
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.98KNew |
$158K - $206K
|
3.98K
$231K
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
89.5KNew |
$3.55M - $4.63M
|
89.5K
$5.19M
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
933+ 5.01% |
$37K - $48.3K
|
19.6K
$1.13M
|
|
Oct 30, 2024
Q3 2024
|
Canal Insurance CO
|
SELL
|
- |
-30K- 15.0% |
$1.19M - $1.55M
|
170K
$9.86M
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
934+ 16.16% |
$37K - $48.3K
|
6.71K
$389K
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.35K- 11.35% |
$133K - $173K
|
26.2K
$1.52M
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.52K- 0.87% |
$60.4K - $78.8K
|
174K
$10.1M
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4.27KNew |
$169K - $221K
|
4.27K
$248K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-364- 1.7% |
$14.4K - $18.8K
|
21.1K
$1.22M
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-106- 0.87% |
$4.2K - $5.49K
|
12.1K
$702K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.32K- 4.77% |
$52.4K - $68.4K
|
26.4K
$1.53M
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.2K- 23.58% |
$47.6K - $62.1K
|
3.89K
$226K
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-9.53K- 62.68% |
$378K - $493K
|
5.67K
$329K
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.49KNew |
$178K - $232K
|
4.49K
$260K
|
|
Oct 30, 2024
Q3 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
459+ 5.11% |
$18.2K - $23.8K
|
9.44K
$548K
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.64K+ 18.59% |
$184K - $240K
|
29.6K
$1.72M
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
612+ 11.67% |
$24.3K - $31.7K
|
5.86K
$340K
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.2K+ 15.11% |
$47.7K - $62.3K
|
9.17K
$532K
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-895- 1.55% |
$35.5K - $46.3K
|
56.7K
$3.29M
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-300- 3.72% |
$11.9K - $15.5K
|
7.77K
$451K
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
83.6KNew |
$3.32M - $4.33M
|
83.6K
$4.85M
|
|
Oct 29, 2024
Q3 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-144- 2.18% |
$5.71K - $7.45K
|
6.47K
$375K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
290New |
$11.5K - $15K
|
290
$16.8K
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
29+ 0.42% |
$1.15K - $1.5K
|
6.97K
$404K
|
|
Oct 29, 2024
Q3 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-1.58K- 85.24% |
$62.7K - $81.9K
|
274
$15.9K
|
|
Oct 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
6.96K+ 8.91% |
$276K - $360K
|
85.1K
$4.93M
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
4.01KNew |
$159K - $207K
|
4.01K
$232K
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-804- 2.29% |
$31.9K - $41.6K
|
34.2K
$1.99M
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.33KNew |
$172K - $224K
|
4.33K
$251K
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
50+ 0.4% |
$1.98K - $2.59K
|
12.6K
$729K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8.94K- 62.31% |
$354K - $463K
|
5.41K
$314K
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.41K- 2.81% |
$55.7K - $72.7K
|
48.6K
$2.82M
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-3.7K- 30.13% |
$147K - $191K
|
8.58K
$498K
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
20.2K+ 7.11% |
$801K - $1.05M
|
304K
$17.7M
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-24- 0.23% |
$952 - $1.24K
|
10.5K
$609K
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.16K+ 16.53% |
$46.2K - $60.2K
|
8.2K
$476K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
650+ 4.88% |
$25.8K - $33.6K
|
14K
$811K
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
5.34KNew |
$212K - $276K
|
5.34K
$310K
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-207- 2.26% |
$8.21K - $10.7K
|
8.94K
$518K
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-3.66K- 9.05% |
$145K - $189K
|
36.7K
$2.13M
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-93.9K- 10.98% |
$3.72M - $4.86M
|
761K
$44.1M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-392- 3.17% |
$15.5K - $20.3K
|
12K
$694K
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-40- 0.16% |
$1.59K - $2.07K
|
25.7K
$1.49M
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-505- 2.89% |
$20K - $26.1K
|
17K
$985K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-141- 0.69% |
$5.59K - $7.3K
|
20.4K
$1.18M
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-748- 2.35% |
$29.7K - $38.7K
|
31.1K
$1.81M
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.25K- 5.76% |
$89.1K - $116K
|
36.8K
$2.13M
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
110K+ 2.55% |
$4.34M - $5.67M
|
4.41M
$256M
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-376- 12.93% |
$14.9K - $19.5K
|
2.53K
$147K
|