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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Nfj Investment Group, LLC
Dallas, TX |
SELL
|
- |
-74- 0.23% |
$4.28K - $4.79K
|
32.5K
$1.85M
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
479+ 13.04% |
$27.7K - $31K
|
4.15K
$236K
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
SELL
|
- |
-340- 5.25% |
$19.7K - $22K
|
6.14K
$349K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1+ 0.57% |
$57.9 - $64.7
|
177
$10.1K
|
|
Nov 07, 2023
Q3 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-33.2K- 39.39% |
$1.92M - $2.15M
|
51K
$2.9M
|
|
Nov 07, 2023
Q3 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-97.5K- 64.45% |
$5.64M - $6.31M
|
53.8K
$3.06M
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
3.46KNew |
$200K - $224K
|
3.46K
$197K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-140K- 24.46% |
$8.12M - $9.08M
|
433K
$24.6M
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.21K- 23.47% |
$69.9K - $78.2K
|
3.94K
$224K
|
|
Nov 06, 2023
Q3 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-116K- 17.66% |
$6.69M - $7.48M
|
539K
$30.6M
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
4.28KNew |
$248K - $277K
|
4.28K
$243K
|
|
Nov 03, 2023
Q3 2023
|
Stack Financial Management, Inc
|
BUY
|
- |
2.31K+ 1.33% |
$134K - $150K
|
177K
$10M
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-1.33K- 27.25% |
$76.7K - $85.8K
|
3.54K
$201K
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-90- 2.31% |
$5.21K - $5.83K
|
3.81K
$217K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-2.63K- 24.75% |
$152K - $170K
|
7.99K
$454K
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
117+ 1.52% |
$6.77K - $7.57K
|
7.8K
$443K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
115+ 2.01% |
$6.66K - $7.44K
|
5.83K
$331K
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.15KNew |
$240K - $269K
|
4.15K
$236K
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-125- 10.52% |
$7.24K - $8.09K
|
1.06K
$60.4K
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-222- 0.39% |
$12.9K - $14.4K
|
57K
$3.24M
|
|
Nov 02, 2023
Q3 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-24- 0.66% |
$1.39K - $1.55K
|
3.64K
$207K
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.46K- 9.28% |
$142K - $159K
|
24K
$1.37M
|
|
Nov 02, 2023
Q3 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
CALL |
24.7KNew |
$1.43M - $1.6M
|
24.7K
$1.4M
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-5.04K- 31.9% |
$291K - $326K
|
10.7K
$611K
|
|
Nov 01, 2023
Q3 2023
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.33K+ 2.43% |
$77.2K - $86.3K
|
56.3K
$3.2M
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-38- 1.03% |
$2.2K - $2.46K
|
3.64K
$207K
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.55KNew |
$205K - $230K
|
3.55K
$201K
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
SELL
|
- |
-541- 11.94% |
$31.3K - $35K
|
3.99K
$227K
|
|
Oct 31, 2023
Q3 2023
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
211+ 4.44% |
$12.2K - $13.7K
|
4.97K
$282K
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-189- 4.98% |
$10.9K - $12.2K
|
3.6K
$205K
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-144- 2.64% |
$8.34K - $9.32K
|
5.3K
$301K
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
8.95K+ 39.41% |
$518K - $580K
|
31.7K
$1.8M
|
|
Oct 30, 2023
Q3 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-9.61K- 30.3% |
$556K - $622K
|
22.1K
$1.26M
|
|
Oct 30, 2023
Q3 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-227K- 98.2% |
$13.1M - $14.7M
|
4.17K
$237K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
795+ 7.49% |
$46K - $51.5K
|
11.4K
$648K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-16.9K- 82.5% |
$978K - $1.09M
|
3.58K
$204K
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-428- 1.78% |
$24.8K - $27.7K
|
23.6K
$1.34M
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-40- 7.78% |
$2.32K - $2.59K
|
474
$26.9K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-13- 0.08% |
$753 - $841
|
16.1K
$915K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-8.09K- 9.64% |
$468K - $524K
|
75.8K
$4.31M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.57K- 23.23% |
$90.7K - $101K
|
5.17K
$294K
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-150- 0.6% |
$8.68K - $9.71K
|
24.7K
$1.4M
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.59K- 7.4% |
$150K - $168K
|
32.4K
$1.84M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
891New |
$51.6K - $57.7K
|
891
$50.6K
|
|
Oct 25, 2023
Q3 2023
|
Legal Advantage Investments, Inc.
|
SELL
|
- |
-732- 16.06% |
$42.4K - $47.4K
|
3.83K
$217K
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-113- 3.88% |
$6.54K - $7.31K
|
2.8K
$159K
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-295- 7.61% |
$17.1K - $19.1K
|
3.58K
$203K
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-65- 1.59% |
$3.76K - $4.21K
|
4.02K
$228K
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-96- 2.12% |
$5.56K - $6.21K
|
4.44K
$252K
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-303- 75.19% |
$17.5K - $19.6K
|
100
$5.68K
|