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 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-15- 0.21% |
$595 - $776
|
7.09K
$411K
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.45K+ 14.51% |
$57.4K - $74.9K
|
11.4K
$662K
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
60+ 1.03% |
$2.38K - $3.11K
|
5.9K
$342K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-79- 19.08% |
$3.13K - $4.09K
|
335
$19.4K
|
|
Oct 29, 2024
Q3 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 2.01% |
$3.97K - $5.18K
|
4.88K
$283K
|
|
Oct 29, 2024
Q3 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
3.26K+ 9.52% |
$129K - $168K
|
37.4K
$2.17M
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-22- 2.05% |
$873 - $1.14K
|
1.05K
$61K
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-2K- 17.87% |
$79.3K - $104K
|
9.2K
$533K
|
|
Oct 29, 2024
Q3 2024
|
Fort, L.P.
Chevy Chase, MD |
BUY
|
- |
177+ 3.54% |
$7.02K - $9.16K
|
5.18K
$300K
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.16K+ 34.4% |
$125K - $164K
|
12.4K
$717K
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
10+ 45.45% |
$397 - $518
|
32
$1.86K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-713- 8.02% |
$28.3K - $36.9K
|
8.18K
$474K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
781K+ 8.54% |
$31M - $40.4M
|
9.93M
$576M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.5K+ 3.15% |
$893K - $1.16M
|
737K
$42.8M
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
133+ 2.59% |
$5.27K - $6.88K
|
5.27K
$306K
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
430+ 1.75% |
$17.1K - $22.3K
|
25K
$1.45M
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
833+ 1.86% |
$33K - $43.1K
|
45.7K
$2.65M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-536- 15.78% |
$21.3K - $27.7K
|
2.86K
$166K
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-2.25K- 13.91% |
$89.4K - $117K
|
14K
$809K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.55K+ 32.26% |
$101K - $132K
|
10.4K
$606K
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
699+ 14.52% |
$27.7K - $36.2K
|
5.51K
$320K
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
750K+ 19.11% |
$29.7M - $38.8M
|
4.67M
$271M
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
13+ 0.2% |
$516 - $673
|
6.37K
$369K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-12.1K- 4.01% |
$479K - $625K
|
289K
$16.8M
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
4.55KNew |
$180K - $235K
|
4.55K
$264K
|
|
Oct 28, 2024
Q3 2024
|
Sippican Capital Advisors
|
BUY
|
- |
2.67K+ 4.94% |
$106K - $138K
|
56.7K
$3.29M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-7.52K- 7.69% |
$298K - $389K
|
90.3K
$5.24M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17.1K+ 4.75% |
$678K - $884K
|
377K
$21.8M
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-400- 74.35% |
$15.9K - $20.7K
|
138
$8K
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
159+ 0.78% |
$6.31K - $8.23K
|
20.6K
$1.2M
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-8.25K- 24.98% |
$327K - $427K
|
24.8K
$1.44M
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1.21K- 8.72% |
$48.1K - $62.8K
|
12.7K
$737K
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
95+ 1.59% |
$3.77K - $4.92K
|
6.08K
$353K
|
|
Oct 28, 2024
Q3 2024
|
Australian Super Pty LTD
|
SELL
|
- |
-517K- 13.39% |
$20.5M - $26.7M
|
3.34M
$194M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-131K- 6.31% |
$5.18M - $6.76M
|
1.94M
$112M
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.7K+ 29.34% |
$67.5K - $88.1K
|
7.5K
$435K
|
|
Oct 28, 2024
Q3 2024
|
Cambiar Investors LLC
|
BUY
|
- |
196K+ 24.93% |
$7.77M - $10.1M
|
982K
$56.9M
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-2.45K- 4.18% |
$97K - $127K
|
56K
$3.25M
|
|
Oct 28, 2024
Q3 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
1.67K+ 9.74% |
$66.2K - $86.4K
|
18.8K
$1.09M
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
117+ 0.65% |
$4.64K - $6.05K
|
18.2K
$1.06M
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-406- 1.1% |
$16.1K - $21K
|
36.4K
$2.11M
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
6.31KNew |
$250K - $327K
|
6.31K
$366K
|
|
Oct 28, 2024
Q3 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
23.1K+ 17.01% |
$916K - $1.2M
|
159K
$9.22M
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
2.18K+ 19.54% |
$86.4K - $113K
|
13.3K
$773K
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.15K- 5.76% |
$45.6K - $59.6K
|
18.8K
$1.09M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-36.2K- 33.78% |
$1.44M - $1.87M
|
71K
$4.12M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-135- 1.48% |
$5.35K - $6.99K
|
9.01K
$522K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1.48K+ 0.96% |
$58.6K - $76.4K
|
155K
$9.01M
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-181K- 6.56% |
$7.17M - $9.36M
|
2.57M
$149M
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
549+ 1168.09% |
$21.8K - $28.4K
|
596
$34.6K
|