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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
567+ 14.01% |
$27.2K - $30.8K
|
4.62K
$261K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-500- 2.26% |
$24K - $27.2K
|
21.6K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1- 0.02% |
$48 - $54.4
|
4.49K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.32K+ 4.29% |
$63.4K - $71.9K
|
32.1K
$1.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
BUY
|
- |
450+ 17.29% |
$21.6K - $24.5K
|
3.05K
$173K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.71KNew |
$178K - $202K
|
3.71K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
300+ 300.0% |
$14.4K - $16.3K
|
400
$22.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-35- 37.23% |
$1.68K - $1.9K
|
59
$3.34K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
200+ 4.51% |
$9.6K - $10.9K
|
4.63K
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-239- 6.44% |
$11.5K - $13K
|
3.48K
$197K
|
|
|
Apr 15, 2024
Q1 2024
|
Tb Alternative Assets Ltd.
|
BUY
|
- |
195KNew |
$9.33M - $10.6M
|
195K
$11M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-150- 1.09% |
$7.2K - $8.16K
|
13.6K
$766K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
10+ 0.22% |
$480 - $544
|
4.54K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-36.5K- 7.89% |
$1.75M - $1.98M
|
426K
$24.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-200- 4.76% |
$9.6K - $10.9K
|
4K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
BUY
|
- |
4.75KNew |
$228K - $258K
|
4.75K
$269K
|
|
|
Apr 12, 2024
Q1 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
291+ 1.55% |
$14K - $15.8K
|
19.1K
$1.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-134- 3.35% |
$6.43K - $7.29K
|
3.87K
$219K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.43K+ 30.73% |
$68.5K - $77.6K
|
6.07K
$343K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-24- 0.61% |
$1.15K - $1.31K
|
3.88K
$220K
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
16.2K+ 26.75% |
$776K - $880K
|
76.6K
$4.33M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
95.2KNew |
$4.57M - $5.18M
|
95.2K
$5.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
3.7KNew |
$178K - $201K
|
3.7K
$209K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
424+ 2.18% |
$20.3K - $23.1K
|
19.9K
$1.12M
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
5.14KNew |
$246K - $279K
|
5.14K
$291K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
100+ 9.09% |
$4.8K - $5.44K
|
1.2K
$67.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
126+ 0.95% |
$6.05K - $6.85K
|
13.3K
$754K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.4KNew |
$211K - $240K
|
4.4K
$249K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-240- 5.31% |
$11.5K - $13.1K
|
4.28K
$242K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.54K+ 35.98% |
$73.8K - $83.7K
|
5.81K
$329K
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
SELL
|
- |
-34- 0.59% |
$1.63K - $1.85K
|
5.69K
$322K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-200- 43.38% |
$9.6K - $10.9K
|
261
$14.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.61K+ 28.33% |
$125K - $142K
|
11.8K
$669K
|
|
|
Apr 09, 2024
Q1 2024
|
Osher Van De Voorde Investment Management
|
SELL
|
- |
-27.5K- 8.68% |
$1.32M - $1.5M
|
290K
$16.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-552- 48.68% |
$26.5K - $30K
|
582
$32.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.24% |
$1.2K - $1.36K
|
10.4K
$589K
|
|
|
Apr 02, 2024
Q1 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
797+ 9.95% |
$38.2K - $43.4K
|
8.81K
$498K
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.5K- 93.69% |
$72K - $81.6K
|
101
$5.71K
|
|
| Q4 2023 | |||||||
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-9.49K- 65.86% |
$460K - $549K
|
4.92K
$278K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
3.06K+ 0.14% |
$148K - $177K
|
2.11M
$120M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
604+ 11.16% |
$29.3K - $34.9K
|
6.02K
$340K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-350- 35.82% |
$17K - $20.2K
|
627
$35.5K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
30New |
$1.45K - $1.74K
|
30
$1.7K
|
|
|
Apr 02, 2024
Q4 2023
|
Promethos Capital, LLC
Boston, MA |
BUY
|
- |
1.19KNew |
$57.9K - $69.1K
|
1.19K
$67.5K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-2.53K- 30.57% |
$122K - $146K
|
5.74K
$324K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
819New |
$39.7K - $47.4K
|
819
$46.3K
|
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
828KNew |
$40.1M - $47.9M
|
828K
$46.8M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
900New |
$43.6K - $52.1K
|
900
$50.9K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
225New |
$10.9K - $13K
|
225
$12.7K
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-179K- 91.79% |
$8.68M - $10.4M
|
16K
$905K
|
|