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 27, 2023
Q2 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-4.34K- 13.18% |
$277K - $307K
|
28.6K
$1.65M
|
|
|
Jul 27, 2023
Q2 2023
|
Rosenbaum Jay D.
Boston, MA |
SELL
|
- |
-210- 2.65% |
$13.4K - $14.9K
|
7.72K
$445K
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-198- 5.51% |
$12.6K - $14K
|
3.39K
$196K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
39.6KNew |
$2.52M - $2.8M
|
39.6K
$2.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.6KNew |
$484K - $538K
|
7.6K
$439K
|
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
145+ 1.38% |
$9.24K - $10.3K
|
10.7K
$616K
|
|
|
Jul 26, 2023
Q2 2023
|
Michael S. Ryan, Inc.
Albany, NY |
BUY
|
- |
3.34KNew |
$213K - $236K
|
3.34K
$193K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-811- 63.31% |
$51.7K - $57.4K
|
470
$27.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Parthenon LLC
|
SELL
|
- |
-5.83K- 59.17% |
$371K - $412K
|
4.02K
$232K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-4.3K- 2.64% |
$274K - $304K
|
158K
$9.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
399+ 11.34% |
$25.4K - $28.2K
|
3.92K
$226K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
15.9K+ 65.12% |
$1.01M - $1.12M
|
40.2K
$2.32M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-6.19K- 38.19% |
$395K - $438K
|
10K
$578K
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Asset Management LTD
London, X0 |
BUY
|
- |
17.7K+ 7.09% |
$1.13M - $1.25M
|
268K
$15.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.5K- 2.32% |
$95.4K - $106K
|
62.9K
$3.63M
|
|
|
Jul 24, 2023
Q2 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
482+ 4.75% |
$30.7K - $34.1K
|
10.6K
$613K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
4+ 0.12% |
$255 - $283
|
3.38K
$195K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-151- 6.34% |
$9.62K - $10.7K
|
2.23K
$129K
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-806- 16.18% |
$51.4K - $57K
|
4.17K
$241K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-545- 2.94% |
$34.7K - $38.6K
|
18K
$1.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.33K- 25.89% |
$84.5K - $93.9K
|
3.8K
$219K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-151- 1.31% |
$9.62K - $10.7K
|
11.4K
$656K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
CALL |
3K+ 150.0% |
$191K - $212K
|
5K
$288K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-202K- 97.61% |
$12.9M - $14.3M
|
4.95K
$286K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-545- 2.94% |
$34.7K - $38.6K
|
18K
$1.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-575- 15.11% |
$36.6K - $40.7K
|
3.23K
$186K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
754+ 24.88% |
$48K - $53.3K
|
3.79K
$218K
|
|
|
Jul 19, 2023
Q2 2023
|
Artemis Investment Management LLP
|
SELL
|
- |
-1.49M- 97.36% |
$95M - $106M
|
40.5K
$2.34M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-26- 0.79% |
$1.66K - $1.84K
|
3.28K
$189K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-200- 5.9% |
$12.7K - $14.1K
|
3.19K
$184K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
19+ 0.57% |
$1.21K - $1.34K
|
3.34K
$193K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
29+ 0.84% |
$1.85K - $2.05K
|
3.47K
$200K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.97K+ 15.9% |
$125K - $139K
|
14.4K
$828K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
3.37KNew |
$215K - $238K
|
3.37K
$194K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
300New |
$19.1K - $21.2K
|
300
$17.3K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
297+ 1.59% |
$18.9K - $21K
|
18.9K
$1.09M
|
|
|
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
$196K
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-49.6K- 92.99% |
$3.16M - $3.51M
|
3.74K
$216K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-600- 8.81% |
$38.2K - $42.4K
|
6.21K
$358K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
201+ 6.21% |
$12.8K - $14.2K
|
3.44K
$198K
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
22+ 0.68% |
$1.4K - $1.56K
|
3.24K
$187K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-10- 58.82% |
$637 - $707
|
7
$404
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
1.37K+ 7.33% |
$87.3K - $96.9K
|
20.1K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
10.5KNew |
$667K - $741K
|
10.5K
$604K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-19- 2.01% |
$1.21K - $1.34K
|
927
$53.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-170- 37.36% |
$10.8K - $12K
|
285
$16.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
182+ 5.87% |
$11.6K - $12.9K
|
3.29K
$189K
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-961- 7.94% |
$61.2K - $68K
|
11.1K
$643K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
55New |
$3.5K - $3.89K
|
55
$3.17K
|