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 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
707+ 6.24% |
$46.5K - $52.7K
|
12K
$699K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-1.07K- 16.15% |
$70.4K - $79.9K
|
5.57K
$323K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-22- 0.6% |
$1.45K - $1.64K
|
3.64K
$211K
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
231+ 0.83% |
$15.2K - $17.2K
|
28.1K
$1.63M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
910New |
$59.8K - $67.8K
|
910
$52.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-190- 5.02% |
$12.5K - $14.2K
|
3.59K
$208K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2.87KNew |
$189K - $214K
|
2.87K
$166K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-11.5K- 53.97% |
$754K - $855K
|
9.79K
$568K
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-942- 23.32% |
$61.9K - $70.2K
|
3.1K
$180K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.98KNew |
$130K - $147K
|
1.98K
$115K
|
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-295- 5.41% |
$19.4K - $22K
|
5.16K
$299K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-132- 39.76% |
$8.67K - $9.84K
|
200
$11.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
25+ 1.99% |
$1.64K - $1.86K
|
1.28K
$74.4K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-878- 21.97% |
$57.7K - $65.4K
|
3.12K
$181K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Consulate, Inc
|
BUY
|
- |
210+ 6.65% |
$13.8K - $15.7K
|
3.37K
$195K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
2.14K+ 21.8% |
$141K - $160K
|
12K
$695K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
23+ 0.32% |
$1.51K - $1.71K
|
7.16K
$415K
|
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
SELL
|
- |
-2.4K- 6.27% |
$157K - $179K
|
35.8K
$2.08M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1- 0.02% |
$65.7 - $74.5
|
4.84K
$281K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
919+ 40.9% |
$60.4K - $68.5K
|
3.17K
$184K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-183- 1.76% |
$12K - $13.6K
|
10.2K
$592K
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.98KNew |
$196K - $222K
|
2.98K
$173K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
3.11KNew |
$204K - $231K
|
3.11K
$180K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-22.5K- 10.73% |
$1.48M - $1.68M
|
187K
$10.9M
|
|
|
Apr 03, 2023
Q1 2023
|
Cacti Asset Management LLC
Atlanta, GA |
BUY
|
- |
500+ 1.39% |
$32.9K - $37.3K
|
36.5K
$2.11M
|
|
| Q4 2022 | |||||||
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.33KNew |
$296K - $351K
|
4.33K
$251K
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.81KNew |
$329K - $390K
|
4.81K
$279K
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
SELL
|
- |
-21.5KClosed |
$1.48M - $1.75M
|
0
$0
|
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
15.6KNew |
$1.07M - $1.26M
|
15.6K
$904K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
61.1KNew |
$4.18M - $4.95M
|
61.1K
$3.54M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
35New |
$2.4K - $2.84K
|
35
$2.03K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
427New |
$29.2K - $34.6K
|
427
$24.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
2.93KNew |
$201K - $238K
|
2.93K
$170K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8.23K+ 46.99% |
$563K - $667K
|
25.7K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.5KNew |
$240K - $284K
|
3.5K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
29.3K+ 2.02% |
$2.01M - $2.38M
|
1.48M
$86M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-851- 6.6% |
$58.3K - $69K
|
12K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-26- 0.17% |
$1.78K - $2.11K
|
15.2K
$883K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
193New |
$13.2K - $15.7K
|
193
$11.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
100New |
$6.85K - $8.11K
|
100
$5.8K
|
|
|
Feb 14, 2023
Q4 2022
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
908New |
$62.2K - $73.6K
|
908
$52.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
CALL |
4.2KNew |
$288K - $341K
|
4.2K
$244K
|
|
|
Feb 14, 2023
Q4 2022
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
3.28KNew |
$225K - $266K
|
3.28K
$190K
|
|
|
Feb 14, 2023
Q4 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
26.4K+ 136.33% |
$1.81M - $2.14M
|
45.8K
$2.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
800+ 11.03% |
$54.8K - $64.9K
|
8.05K
$467K
|
|
|
Feb 14, 2023
Q4 2022
|
Arabesque Asset Management LTD
London, X0 |
BUY
|
- |
32.4K+ 110.71% |
$2.22M - $2.63M
|
61.7K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-62- 1.82% |
$4.25K - $5.03K
|
3.35K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
SELL
|
- |
-1.25K- 23.04% |
$85.6K - $101K
|
4.18K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
4.22KNew |
$289K - $342K
|
4.22K
$245K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
111KNew |
$7.57M - $8.96M
|
111K
$6.41M
|
|