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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-3.57K- 38.28% |
$142K - $185K
|
5.76K
$327K
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
2.9K+ 10.14% |
$115K - $150K
|
31.5K
$1.79M
|
|
Oct 15, 2024
Q3 2024
|
Norway Savings Bank
|
SELL
|
- |
-1.04K- 10.24% |
$41.2K - $53.8K
|
9.11K
$518K
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-719- 5.84% |
$28.5K - $37.2K
|
11.6K
$659K
|
|
Oct 15, 2024
Q3 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-200- 2.67% |
$7.93K - $10.4K
|
7.29K
$414K
|
|
Oct 15, 2024
Q3 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
1.13K+ 10.33% |
$44.7K - $58.3K
|
12K
$684K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.19KNew |
$166K - $217K
|
4.19K
$238K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
139+ 1.28% |
$5.51K - $7.19K
|
11K
$624K
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
13.7K+ 14.87% |
$545K - $711K
|
106K
$6.03M
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.2K- 9.01% |
$127K - $166K
|
32.3K
$1.84M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-12K- 16.07% |
$475K - $620K
|
62.5K
$3.55M
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.69% |
$3.97K - $5.18K
|
5.83K
$331K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.97K- 10.05% |
$77.9K - $102K
|
17.6K
$998K
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
BUY
|
- |
1.73K+ 2.45% |
$68.7K - $89.7K
|
72.4K
$4.11M
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.56K- 17.72% |
$61.9K - $80.8K
|
7.25K
$412K
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
4.1KNew |
$162K - $212K
|
4.1K
$233K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-253- 1.04% |
$10K - $13.1K
|
24.2K
$1.37M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
528+ 9.79% |
$20.9K - $27.3K
|
5.92K
$336K
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
4.09KNew |
$162K - $212K
|
4.09K
$232K
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-173- 55.81% |
$6.86K - $8.95K
|
137
$7.78K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
770+ 2.17% |
$30.5K - $39.8K
|
36.2K
$2.06M
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
475+ 8.32% |
$18.8K - $24.6K
|
6.18K
$351K
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-8- 0.07% |
$317 - $414
|
11.8K
$670K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.2K- 20.6% |
$47.6K - $62.1K
|
4.62K
$263K
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
262+ 2.28% |
$10.4K - $13.6K
|
11.8K
$667K
|
|
Oct 15, 2024
Q3 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.81K+ 1.12% |
$71.7K - $93.5K
|
163K
$9.26M
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
3.03K+ 25.65% |
$120K - $157K
|
14.8K
$842K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.83KNew |
$271K - $353K
|
6.83K
$388K
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-220- 2.1% |
$8.73K - $11.4K
|
10.2K
$582K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$39.7 - $51.8
|
854
$48.5K
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-236- 3.74% |
$9.36K - $12.2K
|
6.08K
$345K
|
|
Oct 15, 2024
Q3 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-2K- 21.78% |
$79.2K - $103K
|
7.18K
$407K
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3.1K- 3.78% |
$123K - $161K
|
79.1K
$4.49M
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-3.44K- 7.14% |
$136K - $178K
|
44.7K
$2.54M
|
|
Oct 15, 2024
Q3 2024
|
Lynch & Associates
|
SELL
|
- |
-485- 6.29% |
$19.2K - $25.1K
|
7.22K
$410K
|
|
Oct 15, 2024
Q3 2024
|
626 Financial, LLC
|
SELL
|
- |
-60- 0.64% |
$2.38K - $3.11K
|
9.35K
$531K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.24K- 16.14% |
$49.2K - $64.2K
|
6.45K
$366K
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
160+ 1.65% |
$6.35K - $8.28K
|
9.87K
$560K
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-1.5K- 0.94% |
$59.3K - $77.4K
|
157K
$8.93M
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-650- 10.21% |
$25.8K - $33.6K
|
5.71K
$324K
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
37+ 0.21% |
$1.47K - $1.91K
|
18.1K
$1.03M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
40+ 0.82% |
$1.59K - $2.07K
|
4.92K
$280K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-850- 8.68% |
$33.7K - $44K
|
8.95K
$508K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.09KNew |
$241K - $315K
|
6.09K
$346K
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
SELL
|
- |
-3.38K- 46.15% |
$134K - $175K
|
3.94K
$224K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
16+ 0.25% |
$635 - $828
|
6.41K
$364K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-305- 4.69% |
$12.1K - $15.8K
|
6.2K
$352K
|
|
Oct 15, 2024
Q3 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
4.3KNew |
$171K - $223K
|
4.3K
$244K
|
|
Oct 15, 2024
Q3 2024
|
Parkside Investments, LLC
|
BUY
|
- |
18KNew |
$714K - $932K
|
18K
$1.02M
|
|
Oct 15, 2024
Q3 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-841- 1.21% |
$33.4K - $43.5K
|
68.6K
$3.89M
|