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 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-1.5K- 78.95% |
$60.4K - $79.5K
|
400
$21.3K
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-567- 1.34% |
$22.8K - $30K
|
41.7K
$2.22M
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 6.0% |
$121 - $159
|
47
$2.5K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.11K- 15.61% |
$84.9K - $112K
|
11.4K
$607K
|
|
Jul 15, 2024
Q2 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-3.29K- 2.74% |
$132K - $174K
|
117K
$6.2M
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.21K- 10.53% |
$48.7K - $64.1K
|
10.3K
$547K
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-3.47K- 30.86% |
$139K - $184K
|
7.76K
$413K
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.81K- 11.96% |
$72.9K - $95.9K
|
13.3K
$709K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
304+ 2.0% |
$12.2K - $16.1K
|
15.5K
$824K
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-3.14K- 15.38% |
$126K - $166K
|
17.3K
$918K
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
SELL
|
- |
-1.25K- 7.18% |
$50.5K - $66.4K
|
16.2K
$862K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 30.36% |
$54.5K - $71.7K
|
3.1K
$165K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-3.23K- 14.68% |
$130K - $171K
|
18.8K
$998K
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
20+ 1.38% |
$805 - $1.06K
|
1.47K
$78.1K
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-750- 22.55% |
$30.2K - $39.7K
|
2.58K
$137K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-140- 1.32% |
$5.64K - $7.42K
|
10.5K
$558K
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-210- 2.06% |
$8.45K - $11.1K
|
10K
$532K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-17.6K- 14.77% |
$709K - $933K
|
102K
$5.41M
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
11.2KNew |
$452K - $596K
|
11.2K
$598K
|
|
Jul 15, 2024
Q2 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4KNew |
$161K - $212K
|
4K
$213K
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-9.21K- 64.22% |
$371K - $488K
|
5.13K
$273K
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.37K+ 21.23% |
$55.2K - $72.6K
|
7.83K
$416K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 40.06% |
$77.2K - $102K
|
2.87K
$153K
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.79K- 21.72% |
$153K - $201K
|
13.7K
$726K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.7KNew |
$550K - $724K
|
13.7K
$726K
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
123+ 64.74% |
$4.95K - $6.52K
|
313
$16.6K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
171New |
$6.88K - $9.06K
|
171
$9.1K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.5K- 45.84% |
$424K - $558K
|
12.4K
$661K
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-277- 5.3% |
$11.1K - $14.7K
|
4.95K
$263K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-438- 2.68% |
$17.6K - $23.2K
|
15.9K
$847K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.66KNew |
$66.7K - $87.8K
|
1.66K
$88.1K
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-242K- 44.56% |
$9.75M - $12.8M
|
301K
$16M
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
40.7KNew |
$1.64M - $2.16M
|
40.7K
$2.17M
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-47.6K- 61.24% |
$1.92M - $2.52M
|
30.2K
$1.6M
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 9.09% |
$6.04K - $7.95K
|
1.5K
$79.8K
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-1.25K- 11.38% |
$50.4K - $66.4K
|
9.75K
$519K
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.11K- 5.0% |
$44.6K - $58.7K
|
21K
$1.12M
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.59% |
$2.42K - $3.18K
|
10.1K
$538K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 6.54% |
$2.01K - $2.65K
|
714
$38K
|
|
Jul 10, 2024
Q2 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-10.2K- 5.9% |
$411K - $542K
|
163K
$8.68M
|
|
Jul 10, 2024
Q2 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
1.9K+ 1.42% |
$76.4K - $101K
|
136K
$7.22M
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
2+ 0.05% |
$80.5 - $106
|
4.08K
$217K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-841- 20.12% |
$33.9K - $44.6K
|
3.34K
$178K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-785- 39.55% |
$31.6K - $41.6K
|
1.2K
$63.8K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-500- 58.28% |
$20.1K - $26.5K
|
358
$19K
|
|
Jul 10, 2024
Q2 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-3.78K- 3.46% |
$152K - $200K
|
106K
$5.61M
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-4.01K- 12.1% |
$161K - $212K
|
29.1K
$1.55M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25.3K- 40.05% |
$1.02M - $1.34M
|
37.9K
$2.01M
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-30.5K- 74.94% |
$1.23M - $1.62M
|
10.2K
$543K
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-972- 3.15% |
$39.1K - $51.5K
|
29.8K
$1.59M
|