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 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
973+ 2.09% |
$52.4K - $61.4K
|
47.5K
$2.28M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.12K- 13.76% |
$60.1K - $70.4K
|
6.99K
$336K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
52.5K+ 128.97% |
$2.83M - $3.31M
|
93.2K
$4.48M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
127KNew |
$6.85M - $8.01M
|
127K
$6.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
30.5K+ 106.23% |
$1.64M - $1.92M
|
59.1K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-62- 2.69% |
$3.34K - $3.91K
|
2.25K
$108K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5+ 0.82% |
$270 - $316
|
613
$29.5K
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
345+ 34.5% |
$18.6K - $21.8K
|
1.35K
$64.6K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-5- 0.07% |
$270 - $316
|
6.95K
$334K
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-216- 4.41% |
$11.6K - $13.6K
|
4.68K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-772- 4.6% |
$41.6K - $48.7K
|
16K
$769K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.83% |
$2.7K - $3.16K
|
6.06K
$291K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.46M+ 0.77% |
$78.6M - $92M
|
191M
$9.2B
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-151- 8.42% |
$8.14K - $9.53K
|
1.64K
$79K
|
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
330+ 9.28% |
$17.8K - $20.8K
|
3.89K
$187K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
82+ 0.77% |
$4.42K - $5.18K
|
10.8K
$517K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-648- 31.41% |
$34.9K - $40.9K
|
1.42K
$68K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
4+ 1.03% |
$216 - $252
|
393
$18.9K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.4K+ 18.02% |
$291K - $340K
|
35.3K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
197K+ 0.87% |
$10.6M - $12.5M
|
23M
$1.1B
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
467+ 1.49% |
$25.2K - $29.5K
|
31.8K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.91KNew |
$103K - $121K
|
1.91K
$91.9K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
33.5K+ 48.99% |
$1.8M - $2.11M
|
102K
$4.89M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.75K+ 4.82% |
$94.1K - $110K
|
37.9K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
306K+ 0.51% |
$16.5M - $19.3M
|
60.6M
$2.91B
|
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
236KNew |
$12.7M - $14.9M
|
236K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.74K- 9.43% |
$93.5K - $109K
|
16.7K
$801K
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-300- 5.36% |
$16.2K - $18.9K
|
5.3K
$255K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
163+ 2.36% |
$8.79K - $10.3K
|
7.07K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
29+ 0.46% |
$1.56K - $1.83K
|
6.34K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3+ 0.07% |
$162 - $189
|
4.47K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-800- 6.17% |
$43.1K - $50.5K
|
12.2K
$585K
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-14.1K- 12.93% |
$759K - $889K
|
94.9K
$4.56M
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
115K+ 1995.8% |
$6.18M - $7.23M
|
120K
$5.78M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-262- 5.42% |
$14.1K - $16.5K
|
4.57K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
354+ 1.89% |
$19.1K - $22.3K
|
19K
$915K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
300+ 4.59% |
$16.2K - $18.9K
|
6.84K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-78- 97.5% |
$4.2K - $4.92K
|
2
$96.1
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.58K+ 28.11% |
$85.1K - $99.7K
|
7.2K
$346K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
35.1K+ 23.21% |
$1.89M - $2.22M
|
187K
$8.97M
|
|
|
May 08, 2025
Q1 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-27.1K- 14.55% |
$1.46M - $1.71M
|
159K
$7.65M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.71KNew |
$362K - $424K
|
6.71K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.1M- 12.32% |
$59.3M - $69.5M
|
7.83M
$376M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
25.1K+ 15.56% |
$1.35M - $1.59M
|
187K
$8.97M
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.86K- 18.46% |
$477K - $559K
|
39.1K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-4.85K- 3.04% |
$261K - $306K
|
155K
$7.43M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-14.8K- 26.73% |
$795K - $931K
|
40.5K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-3.31K- 8.55% |
$178K - $209K
|
35.4K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
9.28K+ 125.66% |
$500K - $585K
|
16.7K
$800K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
624+ 3.56% |
$33.6K - $39.4K
|
18.1K
$871K
|