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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.3M- 11.42% |
$70.2M - $82.2M
|
10.1M
$486M
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-150- 33.33% |
$8.09K - $9.47K
|
300
$14.4K
|
|
May 13, 2025
Q1 2025
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-7.88K- 7.53% |
$425K - $497K
|
96.9K
$4.66M
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-100- 2.48% |
$5.39K - $6.31K
|
3.93K
$189K
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
11.6K+ 11.99% |
$624K - $731K
|
108K
$5.2M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-94.3K- 15.37% |
$5.08M - $5.95M
|
519K
$24.9M
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-459K- 16.89% |
$24.7M - $29M
|
2.26M
$108M
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.06M+ 2.39% |
$57.2M - $67M
|
45.5M
$2.18B
|
|
May 13, 2025
Q1 2025
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-30.6K- 8.95% |
$1.65M - $1.93M
|
311K
$15M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.7K+ 4.13% |
$200K - $234K
|
93.4K
$4.49M
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.5K+ 5.99% |
$189K - $221K
|
61.9K
$2.98M
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
39.8K+ 5.52% |
$2.15M - $2.51M
|
761K
$36.6M
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-393K- 21.83% |
$21.2M - $24.8M
|
1.41M
$67.6M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
540+ 8.78% |
$29.1K - $34.1K
|
6.69K
$322K
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-26- 0.15% |
$1.4K - $1.64K
|
17.2K
$826K
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-3.62K- 6.67% |
$195K - $228K
|
50.7K
$2.44M
|
|
May 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-158- 7.62% |
$8.52K - $9.97K
|
1.92K
$92.1K
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-8.5K- 11.28% |
$458K - $537K
|
66.9K
$3.21M
|
|
May 13, 2025
Q1 2025
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-7.48K- 16.96% |
$403K - $472K
|
36.6K
$1.76M
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-12.2K- 17.73% |
$659K - $772K
|
56.7K
$2.73M
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
875+ 3.45% |
$47.2K - $55.2K
|
26.2K
$1.26M
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-272- 4.97% |
$14.7K - $17.2K
|
5.2K
$250K
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-1.81K- 27.88% |
$97.6K - $114K
|
4.68K
$225K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.44K+ 6.02% |
$509K - $596K
|
166K
$7.99M
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-788- 2.12% |
$42.5K - $49.7K
|
36.4K
$1.75M
|
|
May 13, 2025
Q1 2025
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
3.89KNew |
$209K - $245K
|
3.89K
$187K
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-10.8K- 2.83% |
$583K - $683K
|
371K
$17.8M
|
|
May 13, 2025
Q1 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-832- 9.54% |
$44.8K - $52.5K
|
7.89K
$379K
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.94K+ 7.7% |
$105K - $122K
|
27.1K
$1.3M
|
|
May 13, 2025
Q1 2025
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-136K- 2.08% |
$7.31M - $8.56M
|
6.37M
$306M
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
200+ 1.22% |
$10.8K - $12.6K
|
16.5K
$794K
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.56K+ 4.43% |
$138K - $162K
|
60.5K
$2.91M
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.24K+ 3.46% |
$336K - $394K
|
186K
$8.96M
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
982+ 5.79% |
$52.9K - $62K
|
18K
$863K
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
19+ 0.11% |
$1.02K - $1.2K
|
16.7K
$805K
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.07K- 1.13% |
$57.8K - $67.7K
|
93.6K
$4.5M
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-143- 0.77% |
$7.71K - $9.02K
|
18.4K
$886K
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3+ 0.08% |
$162 - $189
|
3.98K
$191K
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-825- 8.72% |
$44.5K - $52.1K
|
8.63K
$415K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.94K- 0.67% |
$159K - $186K
|
436K
$20.9M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-459- 4.86% |
$24.7K - $29K
|
8.99K
$432K
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
23.7MNew |
$1.28B - $1.5B
|
23.7M
$1.14B
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-580- 4.75% |
$31.3K - $36.6K
|
11.6K
$559K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
972K+ 21.35% |
$52.4M - $61.4M
|
5.53M
$266M
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-132- 0.9% |
$7.11K - $8.33K
|
14.5K
$696K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
24.7K+ 8.58% |
$1.33M - $1.56M
|
312K
$15M
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-152- 4.16% |
$8.19K - $9.59K
|
3.5K
$168K
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
SELL
|
- |
-42K- 81.24% |
$2.26M - $2.65M
|
9.7K
$466K
|
|
May 13, 2025
Q1 2025
|
Cambiar Investors LLC
|
SELL
|
- |
-27.5K- 2.64% |
$1.48M - $1.73M
|
1.01M
$48.6M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
18.2K+ 0.19% |
$982K - $1.15M
|
9.63M
$463M
|