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 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-115- 1.0% |
$5.52K - $6.26K
|
11.4K
$647K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
81.3K+ 245.97% |
$3.9M - $4.42M
|
114K
$6.47M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-599- 10.25% |
$28.7K - $32.6K
|
5.25K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Hikari Power LTD
|
SELL
|
- |
-7.46K- 20.01% |
$358K - $406K
|
29.8K
$1.69M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.42K- 1.45% |
$67.9K - $77K
|
96K
$5.43M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.93K- 12.61% |
$92.6K - $105K
|
13.4K
$756K
|
|
|
May 06, 2024
Q1 2024
|
Canoe Financial LP
Calgary, A0 |
BUY
|
- |
97KNew |
$4.65M - $5.28M
|
97K
$5.49M
|
|
|
May 06, 2024
Q1 2024
|
Matrix Trust CO
|
SELL
|
- |
-920- 4.05% |
$44.1K - $50K
|
21.8K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
8.03KNew |
$385K - $437K
|
8.03K
$454K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-4.79K- 24.63% |
$230K - $261K
|
14.7K
$830K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
35+ 77.78% |
$1.68K - $1.9K
|
80
$4.52K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-10- 0.25% |
$480 - $544
|
3.97K
$225K
|
|
|
May 03, 2024
Q1 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-2.15K- 18.26% |
$103K - $117K
|
9.62K
$544K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-316- 3.3% |
$15.2K - $17.2K
|
9.27K
$524K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
25New |
$1.2K - $1.36K
|
25
$1.41K
|
|
|
May 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5.03KNew |
$241K - $274K
|
5.03K
$285K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-189- 1.86% |
$9.07K - $10.3K
|
9.97K
$564K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.43KNew |
$213K - $241K
|
4.43K
$251K
|
|
|
May 03, 2024
Q1 2024
|
Hemenway Trust CO LLC
|
SELL
|
- |
-755- 16.45% |
$36.2K - $41.1K
|
3.84K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-273- 4.57% |
$13.1K - $14.9K
|
5.7K
$322K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.02K+ 66.28% |
$49.1K - $55.7K
|
2.57K
$145K
|
|
|
May 02, 2024
Q1 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
440+ 0.96% |
$21.1K - $23.9K
|
46.1K
$2.61M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.03KNew |
$193K - $219K
|
4.03K
$228K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
4.2KNew |
$201K - $228K
|
4.2K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-5.78K- 98.8% |
$277K - $314K
|
70
$3.96K
|
|
|
May 02, 2024
Q1 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-1K- 5.67% |
$48K - $54.4K
|
16.6K
$941K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
175K+ 269.7% |
$8.42M - $9.54M
|
240K
$13.6M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
112+ 19.11% |
$5.37K - $6.09K
|
698
$39.5K
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-470- 8.98% |
$22.6K - $25.6K
|
4.77K
$270K
|
|
|
May 01, 2024
Q1 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
24.6KNew |
$1.18M - $1.34M
|
24.6K
$1.39M
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-106- 1.96% |
$5.09K - $5.77K
|
5.3K
$300K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.67K- 2.4% |
$80K - $90.7K
|
67.9K
$3.84M
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
172+ 3.75% |
$8.25K - $9.36K
|
4.76K
$269K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.05K+ 7.66% |
$146K - $166K
|
42.9K
$2.43M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
135New |
$6.48K - $7.34K
|
135
$7.64K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-885- 17.61% |
$42.5K - $48.1K
|
4.14K
$234K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-315- 67.74% |
$15.1K - $17.1K
|
150
$8.48K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.34K+ 5.78% |
$112K - $128K
|
42.9K
$2.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
647+ 15.1% |
$31K - $35.2K
|
4.93K
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-652- 56.35% |
$31.3K - $35.5K
|
505
$28.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.2K+ 387.47% |
$728K - $826K
|
19.1K
$1.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.48K- 87.45% |
$167K - $190K
|
500
$28.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
3.87KNew |
$186K - $211K
|
3.87K
$219K
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
4.83KNew |
$232K - $263K
|
4.83K
$273K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-2.14K- 13.09% |
$103K - $117K
|
14.2K
$805K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
50New |
$2.4K - $2.72K
|
50
$2.83K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
1.53KNew |
$73.5K - $83.3K
|
1.53K
$86.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
336+ 7.15% |
$16.1K - $18.3K
|
5.04K
$285K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-100- 0.98% |
$4.8K - $5.44K
|
10.1K
$573K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
3.91KNew |
$188K - $213K
|
3.91K
$221K
|