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 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
CALL |
15KNew |
$604K - $795K
|
15K
$852K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
944+ 24.37% |
$38K - $50K
|
4.82K
$274K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-18- 26.47% |
$725 - $954
|
50
$2.84K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
400New |
$16.1K - $21.2K
|
400
$22.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-2.1K- 2.02% |
$84.5K - $111K
|
102K
$5.79M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-750- 11.91% |
$30.2K - $39.7K
|
5.55K
$315K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-60- 3.71% |
$2.42K - $3.18K
|
1.56K
$88.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
250+ 4.42% |
$10.1K - $13.2K
|
5.9K
$335K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
934New |
$37.6K - $49.5K
|
934
$53K
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
SELL
|
- |
-249- 2.89% |
$10K - $13.2K
|
8.37K
$476K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
261+ 200.77% |
$10.5K - $13.8K
|
391
$22.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
201+ 1.25% |
$8.09K - $10.7K
|
16.3K
$924K
|
|
|
Jul 19, 2024
Q2 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
61+ 10.5% |
$2.46K - $3.23K
|
642
$36.5K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
BUY
|
- |
182+ 36.4% |
$7.33K - $9.64K
|
682
$38.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
14.5KNew |
$584K - $768K
|
14.5K
$823K
|
|
|
Jul 19, 2024
Q2 2024
|
Kempner Capital Management Inc.
|
BUY
|
- |
20.1K+ 22.85% |
$810K - $1.07M
|
108K
$6.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-4.98K- 75.82% |
$201K - $264K
|
1.59K
$90.2K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-2.91K- 32.2% |
$117K - $154K
|
6.13K
$348K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.91KNew |
$76.8K - $101K
|
1.91K
$108K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
57New |
$2.29K - $3.02K
|
57
$3.24K
|
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
SELL
|
- |
-3.07K- 33.13% |
$124K - $163K
|
6.2K
$352K
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
2+ 0.34% |
$80.5 - $106
|
584
$33.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
1.58KNew |
$63.5K - $83.6K
|
1.58K
$89.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
SELL
|
- |
-100- 0.42% |
$4.03K - $5.3K
|
23.9K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
23New |
$926 - $1.22K
|
23
$1.31K
|
|
|
Jul 16, 2024
Q2 2024
|
Albert D Mason Inc
|
SELL
|
- |
-35- 0.49% |
$1.41K - $1.85K
|
7.17K
$407K
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
1+ 0.02% |
$40.3 - $53
|
5.52K
$313K
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-1.82K- 27.33% |
$73.2K - $96.3K
|
4.83K
$275K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
96.6K+ 3104.21% |
$3.89M - $5.12M
|
99.7K
$5.66M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-1.5K- 78.95% |
$60.4K - $79.5K
|
400
$22.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-567- 1.34% |
$22.8K - $30K
|
41.7K
$2.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.11K- 15.61% |
$84.9K - $112K
|
11.4K
$648K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-1.21K- 10.53% |
$48.7K - $64.1K
|
10.3K
$584K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-750- 22.55% |
$30.2K - $39.7K
|
2.58K
$146K
|
|
|
Jul 15, 2024
Q2 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4KNew |
$161K - $212K
|
4K
$227K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 40.06% |
$77.2K - $102K
|
2.87K
$163K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.7KNew |
$550K - $724K
|
13.7K
$776K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
171New |
$6.88K - $9.06K
|
171
$9.71K
|
|
|
Jul 12, 2024
Q2 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-277- 5.3% |
$11.1K - $14.7K
|
4.95K
$281K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-438- 2.68% |
$17.6K - $23.2K
|
15.9K
$904K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.66KNew |
$66.7K - $87.8K
|
1.66K
$94.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
40.7KNew |
$1.64M - $2.16M
|
40.7K
$2.31M
|
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
SELL
|
- |
-1.25K- 11.38% |
$50.4K - $66.4K
|
9.75K
$554K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-1.11K- 5.0% |
$44.6K - $58.7K
|
21K
$1.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.59% |
$2.42K - $3.18K
|
10.1K
$575K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-50- 6.54% |
$2.01K - $2.65K
|
714
$40.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-841- 20.12% |
$33.9K - $44.6K
|
3.34K
$190K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-785- 39.55% |
$31.6K - $41.6K
|
1.2K
$68.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-500- 58.28% |
$20.1K - $26.5K
|
358
$20.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-25.3K- 40.05% |
$1.02M - $1.34M
|
37.9K
$2.15M
|