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 07, 2025
Q4 2024
|
Miramar Capital, LLC
|
BUY
|
- |
169K+ 1908.35% |
$8.79M - $10.2M
|
178K
$9.95M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.28K- 3.85% |
$118K - $136K
|
56.8K
$3.17M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-415- 0.51% |
$21.5K - $24.9K
|
80.7K
$4.51M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.68K- 13.05% |
$451K - $520K
|
57.8K
$3.23M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-22- 4.12% |
$1.14K - $1.32K
|
512
$28.6K
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
53.8KNew |
$2.79M - $3.22M
|
53.8K
$3M
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
3.76KNew |
$195K - $225K
|
3.76K
$210K
|
|
Feb 07, 2025
Q4 2024
|
River Road Asset Management, LLC
|
SELL
|
- |
-33.8K- 15.64% |
$1.76M - $2.03M
|
182K
$10.2M
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.47K+ 9.27% |
$76.1K - $87.8K
|
17.3K
$964K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.62K+ 49.06% |
$136K - $157K
|
7.96K
$445K
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-80- 0.94% |
$4.15K - $4.8K
|
8.4K
$469K
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.17K- 16.36% |
$60.9K - $70.3K
|
6K
$335K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-36- 0.43% |
$1.87K - $2.16K
|
8.38K
$468K
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
7.69KNew |
$399K - $461K
|
7.69K
$429K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-8.2K- 2.48% |
$426K - $491K
|
322K
$18M
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.77KNew |
$196K - $226K
|
3.77K
$210K
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
25+ 0.16% |
$1.3K - $1.5K
|
15.3K
$852K
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-1.25K- 8.16% |
$65K - $75K
|
14.1K
$786K
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.07K- 15.45% |
$55.3K - $63.8K
|
5.83K
$325K
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-40- 0.98% |
$2.08K - $2.4K
|
4.03K
$225K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
437+ 0.41% |
$22.7K - $26.2K
|
106K
$5.94M
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
3+ 0.24% |
$156 - $180
|
1.28K
$71.2K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
25.3K+ 55.4% |
$1.32M - $1.52M
|
71K
$3.97M
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.16K+ 3.72% |
$60.3K - $69.7K
|
32.4K
$1.81M
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
9.85KNew |
$511K - $590K
|
9.85K
$550K
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.05K- 9.25% |
$159K - $183K
|
29.9K
$1.67M
|
|
Feb 07, 2025
Q4 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-900K- 6.34% |
$46.8M - $54M
|
13.3M
$743M
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.64K- 29.57% |
$85K - $98.2K
|
3.9K
$218K
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.3K- 5.57% |
$67.6K - $78K
|
22.1K
$1.23M
|
|
Feb 07, 2025
Q4 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-1K- 16.52% |
$51.9K - $59.9K
|
5.05K
$282K
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
3.79KNew |
$197K - $227K
|
3.79K
$212K
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
17.5KNew |
$908K - $1.05M
|
17.5K
$977K
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
6.96KNew |
$361K - $417K
|
6.96K
$388K
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
22.7K+ 61.65% |
$1.18M - $1.36M
|
59.4K
$3.32M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
45.9K+ 8.18% |
$2.38M - $2.75M
|
607K
$33.9M
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
239+ 2.99% |
$12.4K - $14.3K
|
8.24K
$460K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
500New |
$26K - $30K
|
500
$27.9K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-350- 7.11% |
$18.2K - $21K
|
4.57K
$255K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.71K+ 2.77% |
$88.5K - $102K
|
63.4K
$3.54M
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-900- 10.52% |
$46.7K - $53.9K
|
7.66K
$428K
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-78.5K- 78.56% |
$4.08M - $4.7M
|
21.4K
$1.2M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.75K+ 6.12% |
$454K - $524K
|
152K
$8.47M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-105K- 10.21% |
$5.46M - $6.3M
|
924K
$51.6M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
CALL |
-1K- 38.46% |
$51.9K - $59.9K
|
1.6K
$89.3K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.6K+ 14.91% |
$601K - $694K
|
89.2K
$4.98M
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-915- 2.26% |
$47.5K - $54.8K
|
39.6K
$2.21M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 15.4% |
$52.7K - $60.8K
|
7.6K
$425K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
33.4K+ 18.09% |
$1.74M - $2M
|
218K
$12.2M
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.8K- 48.09% |
$509K - $587K
|
10.6K
$590K
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
581+ 9.34% |
$30.2K - $34.8K
|
6.8K
$380K
|