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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-600- 63.83% |
$29.1K - $34.7K
|
340
$19.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
129+ 1.86% |
$6.25K - $7.46K
|
7.05K
$407K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-255- 80.95% |
$12.4K - $14.8K
|
60
$3.46K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
29.8KNew |
$1.44M - $1.72M
|
29.8K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.2KNew |
$591K - $705K
|
12.2K
$703K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-111- 2.39% |
$5.38K - $6.42K
|
4.53K
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-565- 2.12% |
$27.4K - $32.7K
|
26.1K
$1.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.16K- 10.01% |
$105K - $125K
|
19.4K
$1.12M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-205- 86.5% |
$9.94K - $11.9K
|
32
$1.85K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
35+ 0.7% |
$1.7K - $2.02K
|
5.02K
$290K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-204- 1.31% |
$9.89K - $11.8K
|
15.3K
$884K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
180+ 4.03% |
$8.73K - $10.4K
|
4.64K
$268K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-99.3K- 26.15% |
$4.81M - $5.74M
|
281K
$16.2M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
50+ 2.59% |
$2.42K - $2.89K
|
1.98K
$114K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-619- 8.87% |
$30K - $35.8K
|
6.36K
$367K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
27.8MNew |
$1.61B - $1.8B
|
27.8M
$1.6B
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-246Closed |
$14.2K - $15.9K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
3.8KNew |
$220K - $246K
|
3.8K
$219K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-3.52KClosed |
$204K - $228K
|
0
$0
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-418Closed |
$24.2K - $27.1K
|
0
$0
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
3.98KNew |
$230K - $258K
|
3.98K
$230K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
20.1KNew |
$1.16M - $1.3M
|
20.1K
$1.16M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-8.2K- 0.71% |
$475K - $531K
|
1.15M
$66.1M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-625- 99.52% |
$36.2K - $40.5K
|
3
$173
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-39- 2.37% |
$2.26K - $2.52K
|
1.61K
$92.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Tam Capital Management Inc.
Stamford, CT |
BUY
|
- |
9.85KNew |
$570K - $638K
|
9.85K
$568K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-109- 2.8% |
$6.31K - $7.06K
|
3.78K
$218K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-259- 1.37% |
$15K - $16.8K
|
18.7K
$1.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
90New |
$5.21K - $5.83K
|
90
$5.19K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
166+ 8.83% |
$9.61K - $10.7K
|
2.05K
$118K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-648- 14.82% |
$37.5K - $41.9K
|
3.72K
$215K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-31- 0.83% |
$1.79K - $2.01K
|
3.7K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-302- 7.33% |
$17.5K - $19.5K
|
3.82K
$220K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-810- 1.56% |
$46.9K - $52.4K
|
51.1K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-70- 1.76% |
$4.05K - $4.53K
|
3.91K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-139- 3.48% |
$8.05K - $9K
|
3.86K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
11+ 0.31% |
$637 - $712
|
3.61K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
334KNew |
$19.3M - $21.6M
|
334K
$19.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-18.9K- 39.87% |
$1.09M - $1.22M
|
28.5K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-104K- 37.33% |
$6M - $6.7M
|
174K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-261- 0.72% |
$15.1K - $16.9K
|
36K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-623- 3.35% |
$36.1K - $40.3K
|
18K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 9.22% |
$146K - $163K
|
29.9K
$1.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
948+ 14.28% |
$54.9K - $61.4K
|
7.59K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
- |
415K+ 74.87% |
$24M - $26.8M
|
968K
$55.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
16.8KNew |
$973K - $1.09M
|
16.8K
$970K
|
|
|
Nov 14, 2023
Q3 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
41.4K+ 8.9% |
$2.39M - $2.68M
|
506K
$29.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
SELL
|
- |
-5.49K- 2.37% |
$318K - $355K
|
226K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
458+ 4.41% |
$26.5K - $29.6K
|
10.9K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
950+ 20.99% |
$55K - $61.5K
|
5.48K
$316K
|
|