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 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
700New |
$40.5K - $45.3K
|
700
$32.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-100- 0.9% |
$5.79K - $6.47K
|
11.1K
$517K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-2.5K- 11.08% |
$145K - $162K
|
20.1K
$939K
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
25+ 0.72% |
$1.45K - $1.62K
|
3.49K
$163K
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 2.32% |
$5.79K - $6.47K
|
4.2K
$197K
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
990+ 4.92% |
$57.3K - $64.1K
|
21.1K
$989K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.27K- 22.18% |
$73.5K - $82.1K
|
4.45K
$208K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
103New |
$5.96K - $6.67K
|
103
$4.82K
|
|
|
Oct 10, 2023
Q3 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-265- 6.97% |
$15.3K - $17.2K
|
3.54K
$166K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-40.6K- 76.18% |
$2.35M - $2.63M
|
12.7K
$594K
|
|
|
Oct 10, 2023
Q3 2023
|
Sabal Trust CO
|
SELL
|
- |
-875- 14.82% |
$50.7K - $56.6K
|
5.03K
$235K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.6K- 4.32% |
$92.6K - $104K
|
35.5K
$1.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.34K- 21.87% |
$77.3K - $86.5K
|
4.77K
$223K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10+ 0.28% |
$579 - $647
|
3.57K
$167K
|
|
| Q2 2023 | |||||||
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.66K- 32.29% |
$105K - $117K
|
3.47K
$162K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.5K- 57.41% |
$223K - $248K
|
2.6K
$122K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-127K- 69.9% |
$8.08M - $8.97M
|
54.6K
$2.56M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
124New |
$7.9K - $8.77K
|
124
$5.8K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
8.99K+ 93.46% |
$573K - $636K
|
18.6K
$871K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.02% |
$63.7 - $70.7
|
4.86K
$228K
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
803+ 4.08% |
$51.2K - $56.8K
|
20.5K
$959K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.33KNew |
$84.9K - $94.3K
|
1.33K
$62.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
101+ 2.96% |
$6.43K - $7.14K
|
3.52K
$165K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-251- 3.31% |
$16K - $17.8K
|
7.34K
$343K
|
|
|
Aug 14, 2023
Q2 2023
|
Orbimed Advisors LLC
San Diego, CA |
SELL
|
- |
-852K- 36.41% |
$54.3M - $60.3M
|
1.49M
$69.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
657+ 6.77% |
$41.9K - $46.5K
|
10.4K
$485K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
331New |
$21.1K - $23.4K
|
331
$15.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-989- 8.16% |
$63K - $70K
|
11.1K
$521K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-1K- 14.71% |
$63.7K - $70.7K
|
5.8K
$271K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
9.76KNew |
$622K - $690K
|
9.76K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
SELL
|
PUT |
-266K- 95.1% |
$17M - $18.8M
|
13.7K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-80- 2.33% |
$5.1K - $5.66K
|
3.36K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
4.75KNew |
$303K - $336K
|
4.75K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-703- 8.89% |
$44.8K - $49.7K
|
7.21K
$337K
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
102KNew |
$6.53M - $7.25M
|
102K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
44New |
$2.8K - $3.11K
|
44
$2.06K
|
|
|
Aug 14, 2023
Q2 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
SELL
|
- |
-36.1K- 14.13% |
$2.3M - $2.55M
|
219K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
39+ 0.65% |
$2.48K - $2.76K
|
6.04K
$283K
|
|
|
Aug 11, 2023
Q2 2023
|
Wills Financial Group, Inc.
|
SELL
|
- |
-1- 0.03% |
$63.7 - $70.7
|
3.24K
$152K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-80.8K- 58.07% |
$5.15M - $5.72M
|
58.3K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
57+ 1.84% |
$3.63K - $4.03K
|
3.15K
$148K
|
|
|
Aug 11, 2023
Q2 2023
|
Community Bank Of Raymore
|
SELL
|
- |
-70- 0.45% |
$4.46K - $4.95K
|
15.5K
$726K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
38.9K+ 4.99% |
$2.48M - $2.75M
|
820K
$38.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Tekla Capital Management LLC
|
SELL
|
- |
-205K- 30.93% |
$13.1M - $14.5M
|
458K
$21.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-159- 2.49% |
$10.1K - $11.2K
|
6.23K
$292K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-409- 5.87% |
$26.1K - $28.9K
|
6.56K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-16.3K- 1.54% |
$1.04M - $1.15M
|
1.05M
$49M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-60- 0.99% |
$3.82K - $4.24K
|
6.03K
$282K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
262+ 6.65% |
$16.7K - $18.5K
|
4.2K
$197K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
50K+ 63.16% |
$3.19M - $3.54M
|
129K
$6.05M
|
|