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 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-613- 1.52% |
$24.3K - $31.7K
|
39.8K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-2.65K- 6.3% |
$105K - $137K
|
39.5K
$2.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-39.9K- 99.87% |
$1.58M - $2.07M
|
52
$3K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.71K+ 4.35% |
$67.7K - $88.4K
|
41K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10+ 0.18% |
$397 - $518
|
5.54K
$319K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7.15KNew |
$283K - $370K
|
7.15K
$412K
|
|
|
Oct 16, 2024
Q3 2024
|
Cardinal Capital Management
|
BUY
|
- |
94.7KNew |
$3.76M - $4.9M
|
94.7K
$5.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-704- 9.53% |
$27.9K - $36.4K
|
6.68K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.5K- 3.96% |
$59.6K - $77.7K
|
36.4K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-2.1K- 3.83% |
$83.4K - $109K
|
52.8K
$3.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
5.05KNew |
$200K - $261K
|
5.05K
$291K
|
|
|
Oct 16, 2024
Q3 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-3.63K- 62.3% |
$144K - $188K
|
2.2K
$127K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
16.7K+ 107.17% |
$662K - $864K
|
32.3K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.9K+ 18.58% |
$75.3K - $98.3K
|
12.1K
$699K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-729- 2.97% |
$28.9K - $37.7K
|
23.8K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
10.4K+ 47.07% |
$413K - $539K
|
32.5K
$1.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
598+ 3.66% |
$23.7K - $30.9K
|
16.9K
$976K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-592- 6.15% |
$23.5K - $30.6K
|
9.03K
$521K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.21K- 10.74% |
$87.8K - $115K
|
18.4K
$1.06M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.29K+ 25.07% |
$170K - $222K
|
21.4K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
BUY
|
- |
33.1K+ 8.68% |
$1.31M - $1.71M
|
414K
$23.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.17K+ 20.23% |
$324K - $423K
|
48.6K
$2.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.98KNew |
$158K - $206K
|
3.98K
$230K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 206.89% |
$507K - $662K
|
19K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-981- 6.02% |
$38.9K - $50.8K
|
15.3K
$883K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.73K- 9.12% |
$68.5K - $89.3K
|
17.2K
$992K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5+ 2.65% |
$198 - $259
|
194
$11.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-199- 0.55% |
$7.89K - $10.3K
|
36.1K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
SELL
|
- |
-487- 5.26% |
$19.3K - $25.2K
|
8.77K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
36+ 5.33% |
$1.43K - $1.86K
|
711
$41K
|
|
|
Oct 15, 2024
Q3 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-11- 0.15% |
$436 - $569
|
7.55K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
285+ 2.03% |
$11.3K - $14.7K
|
14.3K
$825K
|
|
|
Oct 15, 2024
Q3 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
3.07K+ 1.83% |
$122K - $159K
|
171K
$9.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
PUT |
-708- 2.63% |
$28.1K - $36.6K
|
26.2K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
196KNew |
$7.79M - $10.2M
|
196K
$11.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-261- 20.62% |
$10.4K - $13.5K
|
1.01K
$58K
|
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
1.1K+ 3.69% |
$43.6K - $56.9K
|
30.9K
$1.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.22K+ 39.38% |
$128K - $167K
|
11.4K
$658K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.49KNew |
$258K - $336K
|
6.49K
$375K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-200- 31.55% |
$7.93K - $10.4K
|
434
$25K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-333- 3.93% |
$13.2K - $17.2K
|
8.15K
$470K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-436- 9.01% |
$17.3K - $22.6K
|
4.4K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.98KNew |
$317K - $413K
|
7.98K
$460K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.32K- 0.66% |
$52.3K - $68.2K
|
200K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
19.7KNew |
$780K - $1.02M
|
19.7K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3.57K- 38.28% |
$142K - $185K
|
5.76K
$332K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.9K+ 10.14% |
$115K - $150K
|
31.5K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.04K- 10.24% |
$41.2K - $53.8K
|
9.11K
$526K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-719- 5.84% |
$28.5K - $37.2K
|
11.6K
$669K
|
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-200- 2.67% |
$7.93K - $10.4K
|
7.29K
$420K
|