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 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-806- 16.18% |
$51.4K - $57K
|
4.17K
$222K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-545- 2.94% |
$34.7K - $38.6K
|
18K
$958K
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.33K- 25.89% |
$84.5K - $93.9K
|
3.8K
$202K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-151- 1.31% |
$9.62K - $10.7K
|
11.4K
$605K
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
3K+ 150.0% |
$191K - $212K
|
5K
$266K
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-202K- 97.61% |
$12.9M - $14.3M
|
4.95K
$263K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-545- 2.94% |
$34.7K - $38.6K
|
18K
$958K
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-575- 15.11% |
$36.6K - $40.7K
|
3.23K
$172K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
754+ 24.88% |
$48K - $53.3K
|
3.79K
$201K
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-1.49M- 97.36% |
$95M - $106M
|
40.5K
$2.15M
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-26- 0.79% |
$1.66K - $1.84K
|
3.28K
$174K
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-200- 5.9% |
$12.7K - $14.1K
|
3.19K
$170K
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
19+ 0.57% |
$1.21K - $1.34K
|
3.34K
$178K
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
29+ 0.84% |
$1.85K - $2.05K
|
3.47K
$184K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.97K+ 15.9% |
$125K - $139K
|
14.4K
$763K
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.37KNew |
$215K - $238K
|
3.37K
$179K
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-10- 0.31% |
$637 - $707
|
3.18K
$169K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$19.1K - $21.2K
|
300
$16K
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
297+ 1.59% |
$18.9K - $21K
|
18.9K
$1.01M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-418Closed |
$26.6K - $29.6K
|
0
$0
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
3.4KNew |
$217K - $240K
|
3.4K
$181K
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-49.6K- 92.99% |
$3.16M - $3.51M
|
3.74K
$199K
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-600- 8.81% |
$38.2K - $42.4K
|
6.21K
$330K
|
|
Jul 17, 2023
Q2 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-222- 5.7% |
$14.1K - $15.7K
|
3.67K
$195K
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
201+ 6.21% |
$12.8K - $14.2K
|
3.44K
$183K
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
22+ 0.68% |
$1.4K - $1.56K
|
3.24K
$172K
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-10- 58.82% |
$637 - $707
|
7
$372
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
1.37K+ 7.33% |
$87.3K - $96.9K
|
20.1K
$1.07M
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
10.5KNew |
$667K - $741K
|
10.5K
$557K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-19- 2.01% |
$1.21K - $1.34K
|
927
$49.3K
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-170- 37.36% |
$10.8K - $12K
|
285
$15.2K
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
182+ 5.87% |
$11.6K - $12.9K
|
3.29K
$175K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-961- 7.94% |
$61.2K - $68K
|
11.1K
$593K
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
55New |
$3.5K - $3.89K
|
55
$2.93K
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.17K- 26.72% |
$74.8K - $83K
|
3.22K
$171K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5+ 0.54% |
$319 - $354
|
931
$49.5K
|
|
Jul 06, 2023
Q2 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
5.62K+ 26.1% |
$358K - $397K
|
27.1K
$1.44M
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.13KNew |
$200K - $222K
|
3.13K
$167K
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
SELL
|
- |
-210K- 98.35% |
$13.4M - $14.9M
|
3.52K
$187K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
40KNew |
$2.63M - $2.98M
|
40K
$2.13M
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-219- 91.25% |
$14.4K - $16.3K
|
21
$1.12K
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 50.0% |
$6.57K - $7.45K
|
100
$5.32K
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
917New |
$60.3K - $68.3K
|
917
$48.8K
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-16- 0.11% |
$1.05K - $1.19K
|
14.1K
$750K
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
71.3KNew |
$4.69M - $5.31M
|
71.3K
$3.79M
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-30.3K- 89.58% |
$1.99M - $2.26M
|
3.53K
$188K
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
68+ 0.38% |
$4.47K - $5.07K
|
18.1K
$961K
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-11- 0.59% |
$723 - $820
|
1.87K
$99.3K
|
|
May 15, 2023
Q1 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
873+ 30.5% |
$57.4K - $65.1K
|
3.74K
$199K
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-9.88K- 51.27% |
$649K - $737K
|
9.4K
$500K
|