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 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-46- 1.13% |
$3.02K - $3.43K
|
4.04K
$234K
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-798- 17.32% |
$52.4K - $59.5K
|
3.81K
$221K
|
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-914- 14.89% |
$60.1K - $68.1K
|
5.23K
$303K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-182- 2.05% |
$12K - $13.6K
|
8.71K
$505K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
25+ 0.79% |
$1.64K - $1.86K
|
3.2K
$185K
|
|
|
May 09, 2023
Q1 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-155- 0.43% |
$10.2K - $11.6K
|
35.5K
$2.06M
|
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-16.9K- 54.32% |
$1.11M - $1.26M
|
14.2K
$824K
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-75.1K- 72.58% |
$4.94M - $5.6M
|
28.4K
$1.65M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
17.9MNew |
$1.17B - $1.33B
|
17.9M
$1.04B
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-560- 15.47% |
$36.8K - $41.7K
|
3.06K
$177K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-113- 0.92% |
$7.43K - $8.42K
|
12.1K
$704K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$920 - $1.04K
|
14
$812
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-16- 1.22% |
$1.05K - $1.19K
|
1.3K
$75.4K
|
|
|
May 08, 2023
Q1 2023
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-36- 1.2% |
$2.37K - $2.68K
|
2.95K
$171K
|
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
3KNew |
$197K - $224K
|
3K
$174K
|
|
|
May 05, 2023
Q1 2023
|
Cornerstone Retirement Group, Inc.
|
BUY
|
- |
400+ 11.91% |
$26.3K - $29.8K
|
3.76K
$218K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
679New |
$44.6K - $50.6K
|
679
$39.4K
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-286- 2.92% |
$18.8K - $21.3K
|
9.5K
$551K
|
|
|
May 04, 2023
Q1 2023
|
Andesa Financial Management Inc.
|
BUY
|
- |
3.81KNew |
$250K - $284K
|
3.81K
$221K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
781+ 6.12% |
$51.3K - $58.2K
|
13.5K
$786K
|
|
|
May 03, 2023
Q1 2023
|
Baillie Gifford & CO
|
BUY
|
- |
73+ 15.94% |
$4.8K - $5.44K
|
531
$30.8K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20+ 1.92% |
$1.31K - $1.49K
|
1.06K
$61.6K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-177- 4.82% |
$11.6K - $13.2K
|
3.49K
$203K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-35- 1.13% |
$2.3K - $2.61K
|
3.05K
$177K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-1.09K- 5.33% |
$71.8K - $81.5K
|
19.4K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
15+ 0.5% |
$986 - $1.12K
|
2.99K
$173K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
10.2K+ 279.39% |
$671K - $761K
|
13.9K
$804K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
20New |
$1.31K - $1.49K
|
20
$1.16K
|
|
|
May 03, 2023
Q1 2023
|
Mizuho Markets Cayman LP
|
BUY
|
- |
1.74MNew |
$114M - $130M
|
1.74M
$101M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.5K- 19.4% |
$98.5K - $112K
|
6.23K
$361K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.4K- 31.78% |
$92K - $104K
|
3.01K
$174K
|
|
|
May 02, 2023
Q1 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
6.02KNew |
$396K - $449K
|
6.02K
$349K
|
|
|
May 02, 2023
Q1 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
157+ 5.36% |
$10.3K - $11.7K
|
3.09K
$179K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-97- 26.65% |
$6.37K - $7.23K
|
267
$15.5K
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-233- 5.49% |
$15.3K - $17.4K
|
4.01K
$233K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$219K - $248K
|
3.33K
$193K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
CALL |
5K+ 500.0% |
$329K - $373K
|
6K
$348K
|
|
|
Apr 27, 2023
Q1 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
65.5K+ 16.1% |
$4.3M - $4.88M
|
472K
$27.4M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
15+ 0.11% |
$986 - $1.12K
|
13.6K
$787K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-43- 0.9% |
$2.83K - $3.2K
|
4.74K
$275K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
5.87KNew |
$386K - $438K
|
5.87K
$341K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.72K- 1.06% |
$113K - $128K
|
161K
$9.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.59KNew |
$433K - $491K
|
6.59K
$382K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-402- 12.16% |
$26.4K - $30K
|
2.9K
$168K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-592- 28.63% |
$38.9K - $44.1K
|
1.48K
$85.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-77- 2.51% |
$5.06K - $5.74K
|
2.99K
$173K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
541+ 14.97% |
$35.5K - $40.3K
|
4.16K
$241K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
40+ 11.43% |
$2.63K - $2.98K
|
390
$22.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-6.75K- 31.83% |
$444K - $503K
|
14.5K
$839K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
172+ 6.07% |
$11.3K - $12.8K
|
3.01K
$174K
|