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 |
---|---|---|---|---|---|---|---|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
40+ 0.4% |
$1.92K - $2.18K
|
10K
$534K
|
|
May 09, 2024
Q1 2024
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
7.57KNew |
$363K - $412K
|
7.57K
$403K
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-304- 5.43% |
$14.6K - $16.5K
|
5.3K
$282K
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-2.15K- 14.62% |
$103K - $117K
|
12.6K
$669K
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
13.6K+ 215.56% |
$653K - $740K
|
19.9K
$1.06M
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.95K- 6.86% |
$93.5K - $106K
|
26.4K
$1.41M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-47- 2.15% |
$2.26K - $2.56K
|
2.13K
$114K
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
950+ 13.9% |
$45.6K - $51.7K
|
7.78K
$414K
|
|
May 09, 2024
Q1 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
503New |
$24.1K - $27.4K
|
503
$26.8K
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-196- 1.04% |
$9.4K - $10.7K
|
18.7K
$995K
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-211- 41.29% |
$10.1K - $11.5K
|
300
$16K
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-805- 15.16% |
$38.6K - $43.8K
|
4.51K
$240K
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$198K - $225K
|
4.13K
$220K
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-34.3K- 82.51% |
$1.64M - $1.87M
|
7.27K
$387K
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
34.4KNew |
$1.65M - $1.87M
|
34.4K
$1.83M
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
104+ 2.18% |
$4.99K - $5.66K
|
4.88K
$260K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
389+ 7.26% |
$18.7K - $21.2K
|
5.75K
$306K
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-210- 3.99% |
$10.1K - $11.4K
|
5.05K
$269K
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.06K- 24.85% |
$98.6K - $112K
|
6.22K
$331K
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-132- 2.92% |
$6.33K - $7.18K
|
4.38K
$233K
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
763+ 12.9% |
$36.6K - $41.5K
|
6.68K
$355K
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-22- 0.31% |
$1.06K - $1.2K
|
7K
$372K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.56K+ 7.89% |
$219K - $248K
|
62.4K
$3.32M
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-500- 3.35% |
$24K - $27.2K
|
14.4K
$768K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-58K- 92.52% |
$2.78M - $3.15M
|
4.69K
$249K
|
|
May 07, 2024
Q1 2024
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
60KNew |
$2.88M - $3.26M
|
60K
$3.19M
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
485+ 10.15% |
$23.3K - $26.4K
|
5.26K
$280K
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.8K- 27.95% |
$86.4K - $97.9K
|
4.64K
$247K
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-115- 1.0% |
$5.52K - $6.26K
|
11.4K
$608K
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
81.3K+ 245.97% |
$3.9M - $4.42M
|
114K
$6.09M
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-412- 5.85% |
$19.8K - $22.4K
|
6.63K
$353K
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-599- 10.25% |
$28.7K - $32.6K
|
5.25K
$279K
|
|
May 07, 2024
Q1 2024
|
Hikari Power LTD
|
SELL
|
- |
-7.46K- 20.01% |
$358K - $406K
|
29.8K
$1.59M
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-555- 6.53% |
$26.6K - $30.2K
|
7.94K
$423K
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.42K- 1.45% |
$67.9K - $77K
|
96K
$5.11M
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.93K- 12.61% |
$92.6K - $105K
|
13.4K
$712K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
200New |
$9.6K - $10.9K
|
200
$10.6K
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-26- 0.61% |
$1.25K - $1.41K
|
4.26K
$226K
|
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
97KNew |
$4.65M - $5.28M
|
97K
$5.16M
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-920- 4.05% |
$44.1K - $50K
|
21.8K
$1.16M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
8.03KNew |
$385K - $437K
|
8.03K
$428K
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.3KNew |
$206K - $234K
|
4.3K
$229K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.79K- 24.63% |
$230K - $261K
|
14.7K
$781K
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
35+ 77.78% |
$1.68K - $1.9K
|
80
$4.26K
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.02K+ 72.02% |
$289K - $328K
|
14.4K
$765K
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-10- 0.25% |
$480 - $544
|
3.97K
$211K
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 18.26% |
$103K - $117K
|
9.62K
$512K
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
6.42K+ 62.91% |
$308K - $349K
|
16.6K
$884K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.13KNew |
$54.4K - $61.7K
|
1.13K
$60.4K
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-316- 3.3% |
$15.2K - $17.2K
|
9.27K
$493K
|