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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-920- 15.89% |
$40.6K - $54.8K
|
4.87K
$234K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-259K- 16.43% |
$11.4M - $15.5M
|
1.32M
$63.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-146- 0.65% |
$6.44K - $8.7K
|
22.4K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-1K- 3.93% |
$44.1K - $59.6K
|
24.4K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-1K- 5.24% |
$44.1K - $59.6K
|
18.1K
$870K
|
|
|
Jul 18, 2025
Q2 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-600- 8.97% |
$26.5K - $35.8K
|
6.09K
$293K
|
|
|
Jul 18, 2025
Q2 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-33.2K- 7.83% |
$1.46M - $1.98M
|
391K
$18.8M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
77+ 0.88% |
$3.4K - $4.59K
|
8.82K
$424K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1K- 5.02% |
$44.2K - $59.7K
|
19K
$911K
|
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-124- 1.89% |
$5.47K - $7.39K
|
6.43K
$309K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.44K+ 9.69% |
$63.5K - $85.8K
|
16.3K
$783K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-608- 10.43% |
$26.8K - $36.2K
|
5.22K
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.43K- 2.15% |
$151K - $204K
|
156K
$7.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.02K+ 2.33% |
$45.1K - $61K
|
44.9K
$2.16M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-740- 13.76% |
$32.6K - $44.1K
|
4.64K
$223K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.91K+ 28.82% |
$84.3K - $114K
|
8.54K
$410K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-26- 89.66% |
$1.15K - $1.55K
|
3
$144
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.39% |
$353 - $477
|
2.06K
$98.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
25+ 8.25% |
$1.1K - $1.49K
|
328
$15.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
686+ 13.62% |
$30.3K - $40.9K
|
5.72K
$275K
|
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.12% |
$132 - $179
|
270
$13K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
39+ 0.22% |
$1.72K - $2.32K
|
18K
$865K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.09K- 65.25% |
$48.2K - $65.1K
|
582
$28K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.26K+ 35.57% |
$144K - $194K
|
12.4K
$598K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
224+ 0.29% |
$9.88K - $13.4K
|
78.1K
$3.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.33K- 1.65% |
$58.7K - $79.3K
|
79.5K
$3.82M
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
2.01M+ 45.91% |
$88.9M - $120M
|
6.4M
$308M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.13K- 13.55% |
$49.9K - $67.3K
|
7.21K
$347K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16+ 0.2% |
$706 - $954
|
7.84K
$377K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-217- 3.85% |
$9.57K - $12.9K
|
5.42K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
409+ 0.86% |
$18K - $24.4K
|
48.1K
$2.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
7.1K+ 0.27% |
$313K - $423K
|
2.6M
$125M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-92- 0.96% |
$4.06K - $5.48K
|
9.5K
$457K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.54K+ 3.05% |
$156K - $211K
|
119K
$5.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-562- 11.51% |
$24.8K - $33.5K
|
4.32K
$208K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
150+ 5.13% |
$6.62K - $8.94K
|
3.07K
$148K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
824+ 17.35% |
$36.4K - $49.1K
|
5.57K
$268K
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.3K- 14.38% |
$101K - $137K
|
13.7K
$658K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.84K- 6.61% |
$81K - $109K
|
25.9K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-1.11K- 8.32% |
$49.1K - $66.4K
|
12.3K
$590K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-23- 0.49% |
$1.01K - $1.37K
|
4.71K
$227K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-332K- 97.08% |
$14.6M - $19.8M
|
10K
$480K
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-167- 0.91% |
$7.37K - $9.95K
|
18.3K
$879K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.29K- 30.56% |
$233K - $315K
|
12K
$578K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-331- 3.15% |
$14.6K - $19.7K
|
10.2K
$489K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-800- 47.03% |
$35.3K - $47.7K
|
901
$43.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-26- 0.88% |
$1.15K - $1.55K
|
2.92K
$140K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
130+ 1.61% |
$5.74K - $7.75K
|
8.19K
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.75K- 59.07% |
$165K - $224K
|
2.6K
$125K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14+ 0.21% |
$618 - $834
|
6.53K
$314K
|