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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
3.34KNew |
$229K - $271K
|
3.34K
$190K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-200- 6.39% |
$13.7K - $16.2K
|
2.93K
$166K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2.83KNew |
$194K - $230K
|
2.83K
$161K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
25.6K+ 18.72% |
$1.75M - $2.08M
|
162K
$9.23M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
6.97K+ 15.79% |
$478K - $565K
|
51.1K
$2.9M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
4.44KNew |
$304K - $360K
|
4.44K
$252K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
2+ 0.01% |
$137 - $162
|
30.8K
$1.75M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.02KNew |
$207K - $245K
|
3.02K
$171K
|
|
|
Jan 27, 2023
Q4 2022
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-551- 0.18% |
$37.7K - $44.7K
|
304K
$17.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-366- 43.11% |
$25.1K - $29.7K
|
483
$27.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-67- 2.02% |
$4.59K - $5.43K
|
3.26K
$185K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-295- 1.52% |
$20.2K - $23.9K
|
19.1K
$1.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-920- 21.34% |
$63K - $74.6K
|
3.39K
$193K
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
169+ 2.26% |
$11.6K - $13.7K
|
7.63K
$434K
|
|
|
Jan 26, 2023
Q4 2022
|
Regent Investment Management LLC
|
SELL
|
- |
-1.11K- 1.14% |
$76K - $90K
|
95.9K
$5.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-70- 2.31% |
$4.79K - $5.68K
|
2.96K
$168K
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
87+ 6.03% |
$5.96K - $7.05K
|
1.53K
$86.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-823- 20.28% |
$56.4K - $66.7K
|
3.24K
$184K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.81KNew |
$192K - $228K
|
2.81K
$159K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
178+ 4.4% |
$12.2K - $14.4K
|
4.23K
$240K
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-883- 23.76% |
$60.5K - $71.6K
|
2.83K
$161K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-770- 1.6% |
$52.7K - $62.4K
|
47.5K
$2.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-75- 2.54% |
$5.14K - $6.08K
|
2.87K
$163K
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
BUY
|
- |
6.12KNew |
$419K - $496K
|
6.12K
$348K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-1.04K- 9.16% |
$70.9K - $83.9K
|
10.3K
$583K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.02K- 2.94% |
$70.1K - $83K
|
33.8K
$1.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
550New |
$37.7K - $44.6K
|
550
$31.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.56KNew |
$381K - $451K
|
5.56K
$316K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
104New |
$7.12K - $8.43K
|
104
$5.91K
|
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
227+ 7.97% |
$15.5K - $18.4K
|
3.08K
$175K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
57+ 0.78% |
$3.9K - $4.62K
|
7.41K
$421K
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
969+ 20.43% |
$66.4K - $78.6K
|
5.71K
$325K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
SELL
|
- |
-4.22K- 32.5% |
$289K - $342K
|
8.77K
$498K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
539+ 9.89% |
$36.9K - $43.7K
|
5.99K
$340K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$192K - $227K
|
2.8K
$159K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.08KNew |
$211K - $249K
|
3.08K
$175K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-100- 10.53% |
$6.85K - $8.11K
|
850
$48.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.2KNew |
$82.2K - $97.3K
|
1.2K
$68.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
300+ 5.26% |
$20.5K - $24.3K
|
6K
$341K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-106- 0.72% |
$7.26K - $8.6K
|
14.7K
$836K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
200New |
$13.7K - $16.2K
|
200
$11.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.82KNew |
$193K - $229K
|
2.82K
$160K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
2.82KNew |
$193K - $229K
|
2.82K
$160K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.68KNew |
$320K - $379K
|
4.68K
$266K
|
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
4.87KNew |
$334K - $395K
|
4.87K
$277K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.85K- 2.92% |
$195K - $231K
|
94.9K
$5.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-350- 1.35% |
$24K - $28.4K
|
25.5K
$1.45M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
480New |
$32.9K - $38.9K
|
480
$27.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
4+ 0.7% |
$274 - $324
|
575
$32.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
791New |
$54.2K - $64.1K
|
791
$44.9K
|