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 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-2.35K- 8.87% |
$113K - $128K
|
24.2K
$1.37M
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
31+ 0.7% |
$1.49K - $1.69K
|
4.43K
$251K
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-530- 7.53% |
$25.4K - $28.8K
|
6.51K
$368K
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.64K- 32.14% |
$126K - $143K
|
5.56K
$315K
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-92- 1.51% |
$4.41K - $5K
|
6.01K
$340K
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
31+ 0.58% |
$1.49K - $1.69K
|
5.33K
$302K
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-7.4K- 74.75% |
$355K - $403K
|
2.5K
$141K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
500New |
$24K - $27.2K
|
500
$28.3K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
980+ 7.33% |
$47K - $53.3K
|
14.4K
$812K
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
509+ 3.58% |
$24.4K - $27.7K
|
14.7K
$832K
|
|
May 13, 2024
Q1 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.7KNew |
$178K - $201K
|
3.7K
$209K
|
|
May 13, 2024
Q1 2024
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
2.78K+ 12.95% |
$133K - $151K
|
24.2K
$1.37M
|
|
May 13, 2024
Q1 2024
|
Granite Investment Partners, LLC
|
SELL
|
- |
-12.3K- 68.23% |
$591K - $670K
|
5.73K
$324K
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
CALL |
12.7KNew |
$609K - $691K
|
12.7K
$718K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
CALL |
1New |
$48 - $54.4
|
1
$56.6
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.18K- 20.4% |
$56.5K - $64K
|
4.59K
$260K
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-120- 1.13% |
$5.76K - $6.53K
|
10.5K
$592K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.47K- 0.28% |
$70.3K - $79.8K
|
515K
$29.1M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.53K- 8.96% |
$73.5K - $83.3K
|
15.6K
$880K
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-20.5K- 99.9% |
$982K - $1.11M
|
20
$1.13K
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
450+ 5.33% |
$21.6K - $24.5K
|
8.9K
$503K
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
450+ 2.31% |
$21.6K - $24.5K
|
19.9K
$1.13M
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.77K- 18.7% |
$85.1K - $96.5K
|
7.71K
$436K
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-730- 13.7% |
$35K - $39.7K
|
4.6K
$260K
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.73KNew |
$227K - $257K
|
4.73K
$267K
|
|
May 10, 2024
Q1 2024
|
Kearns & Associates LLC
|
BUY
|
- |
3.77KNew |
$181K - $205K
|
3.77K
$213K
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
SELL
|
- |
-174- 0.6% |
$8.35K - $9.47K
|
29K
$1.64M
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-9.91K- 16.0% |
$475K - $539K
|
52K
$2.94M
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
500+ 2.51% |
$24K - $27.2K
|
20.4K
$1.16M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.79M- 26.86% |
$86.1M - $97.6M
|
4.88M
$276M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
500New |
$24K - $27.2K
|
500
$28.3K
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-75- 1.27% |
$3.6K - $4.08K
|
5.84K
$330K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
500New |
$24K - $27.2K
|
500
$28.3K
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
BUY
|
- |
40+ 0.4% |
$1.92K - $2.18K
|
10K
$568K
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-304- 5.43% |
$14.6K - $16.5K
|
5.3K
$300K
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-2.15K- 14.62% |
$103K - $117K
|
12.6K
$711K
|
|
May 09, 2024
Q1 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
950+ 13.9% |
$45.6K - $51.7K
|
7.78K
$440K
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-211- 41.29% |
$10.1K - $11.5K
|
300
$17K
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-805- 15.16% |
$38.6K - $43.8K
|
4.51K
$255K
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
4.13KNew |
$198K - $225K
|
4.13K
$234K
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-34.3K- 82.51% |
$1.64M - $1.87M
|
7.27K
$411K
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
34.4KNew |
$1.65M - $1.87M
|
34.4K
$1.95M
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
104+ 2.18% |
$4.99K - $5.66K
|
4.88K
$276K
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-210- 3.99% |
$10.1K - $11.4K
|
5.05K
$286K
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-2.06K- 24.85% |
$98.6K - $112K
|
6.22K
$352K
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-22- 0.31% |
$1.06K - $1.2K
|
7K
$396K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.56K+ 7.89% |
$219K - $248K
|
62.4K
$3.53M
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-500- 3.35% |
$24K - $27.2K
|
14.4K
$817K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
485+ 10.15% |
$23.3K - $26.4K
|
5.26K
$298K
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.8K- 27.95% |
$86.4K - $97.9K
|
4.64K
$262K
|