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 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-568- 63.25% |
$27.5K - $32.9K
|
330
$15.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
PUT |
9.11KNew |
$442K - $527K
|
9.11K
$426K
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
4.05KNew |
$197K - $235K
|
4.05K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-290- 11.32% |
$14.1K - $16.8K
|
2.27K
$106K
|
|
|
Feb 08, 2024
Q4 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
903K+ 14.38% |
$43.8M - $52.3M
|
7.19M
$336M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.36K- 4.14% |
$65.8K - $78.5K
|
31.4K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
42+ 2.21% |
$2.04K - $2.43K
|
1.94K
$90.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
650+ 11.97% |
$31.5K - $37.6K
|
6.08K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
367+ 9.16% |
$17.8K - $21.2K
|
4.37K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-109K- 91.5% |
$5.26M - $6.28M
|
10.1K
$472K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.86K+ 57.08% |
$138K - $165K
|
7.86K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
2.98KNew |
$145K - $172K
|
2.98K
$140K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
PUT |
-4- 50.0% |
$194 - $231
|
4
$187
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 25.69% |
$67.9K - $81K
|
4.05K
$190K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-29- 2.78% |
$1.41K - $1.68K
|
1.01K
$47.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Old Republic International Corp
Chicago, IL |
SELL
|
- |
-10.3K- 1.66% |
$497K - $593K
|
609K
$28.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-25.1K- 8.37% |
$1.22M - $1.45M
|
274K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
108+ 38.99% |
$5.24K - $6.25K
|
385
$18K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-396- 7.08% |
$19.2K - $22.9K
|
5.2K
$243K
|
|
|
Feb 05, 2024
Q4 2023
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-336- 5.49% |
$16.3K - $19.4K
|
5.78K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
6+ 0.15% |
$291 - $347
|
3.9K
$183K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.21K- 34.96% |
$156K - $186K
|
5.97K
$279K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
3.9KNew |
$189K - $226K
|
3.9K
$183K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
PUT |
4.5KNew |
$218K - $260K
|
4.5K
$211K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
2.58KNew |
$125K - $149K
|
2.58K
$121K
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-26.9K- 38.71% |
$1.3M - $1.55M
|
42.6K
$1.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-547- 2.13% |
$26.5K - $31.6K
|
25.1K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
61.5K+ 1700.53% |
$2.98M - $3.56M
|
65.1K
$3.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
5.48K+ 189.5% |
$266K - $317K
|
8.38K
$392K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.5K- 36.92% |
$121K - $145K
|
4.27K
$200K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
233+ 27.97% |
$11.3K - $13.5K
|
1.07K
$49.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-3.13K- 27.58% |
$152K - $181K
|
8.21K
$384K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
780New |
$37.8K - $45.1K
|
780
$36.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-653- 9.81% |
$31.7K - $37.8K
|
6.01K
$281K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-706- 7.72% |
$34.2K - $40.8K
|
8.44K
$395K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-127- 1.11% |
$6.16K - $7.35K
|
11.3K
$528K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-500- 9.84% |
$24.2K - $28.9K
|
4.58K
$214K
|
|
|
Jan 30, 2024
Q4 2023
|
Health Invest Partners Ab
|
BUY
|
- |
23K+ 35.38% |
$1.12M - $1.33M
|
88K
$4.12M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
156+ 0.48% |
$7.56K - $9.02K
|
32.6K
$1.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
200New |
$9.7K - $11.6K
|
200
$9.36K
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-98.4K- 95.41% |
$4.77M - $5.69M
|
4.73K
$221K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
283New |
$13.7K - $16.4K
|
283
$13.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.66K- 24.52% |
$129K - $154K
|
8.19K
$383K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.43K- 8.95% |
$263K - $314K
|
55.2K
$2.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-384- 6.56% |
$18.6K - $22.2K
|
5.47K
$256K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-125- 9.59% |
$6.06K - $7.23K
|
1.18K
$55.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-109- 0.55% |
$5.28K - $6.31K
|
19.9K
$930K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.98K- 16.95% |
$96.1K - $115K
|
9.71K
$455K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
468New |
$22.7K - $27.1K
|
468
$21.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-179- 3.72% |
$8.68K - $10.4K
|
4.64K
$217K
|
|