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 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.02% |
$162 - $189
|
14.8K
$709K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-725- 4.99% |
$39.1K - $45.8K
|
13.8K
$664K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
SELL
|
- |
-37.3K- 22.41% |
$2.01M - $2.35M
|
129K
$6.2M
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
95+ 0.86% |
$5.12K - $6K
|
11.2K
$538K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4- 0.48% |
$216 - $252
|
838
$40.3K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-198- 2.18% |
$10.7K - $12.5K
|
8.89K
$427K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.33K- 12.27% |
$71.5K - $83.7K
|
9.48K
$456K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
603+ 10.01% |
$32.5K - $38.1K
|
6.63K
$319K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
SELL
|
- |
-250- 5.42% |
$13.5K - $15.8K
|
4.36K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.75K+ 10.98% |
$364K - $426K
|
68.3K
$3.28M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-14.2K- 15.68% |
$765K - $896K
|
76.3K
$3.67M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-197- 8.94% |
$10.6K - $12.4K
|
2.01K
$96.5K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
152New |
$8.19K - $9.59K
|
152
$7.31K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.42K- 8.0% |
$76.5K - $89.6K
|
16.3K
$784K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-385- 3.02% |
$20.8K - $24.3K
|
12.4K
$594K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.78K- 3.11% |
$96K - $112K
|
55.6K
$2.67M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.5K+ 3.54% |
$80.9K - $94.7K
|
43.9K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
800+ 4.27% |
$43.1K - $50.5K
|
19.5K
$938K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.53KNew |
$82.2K - $96.2K
|
1.53K
$73.3K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-175- 0.52% |
$9.43K - $11K
|
33.3K
$1.6M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
537+ 9.84% |
$28.9K - $33.9K
|
5.99K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.2K+ 3.5% |
$227K - $265K
|
124K
$5.97M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-866- 11.45% |
$46.7K - $54.7K
|
6.7K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
515+ 2.63% |
$27.8K - $32.5K
|
20.1K
$964K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1- -0.0% |
$53.9 - $63.1
|
20.4K
$980K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-3.15K- 7.69% |
$170K - $199K
|
37.8K
$1.82M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
85+ 0.73% |
$4.58K - $5.36K
|
11.7K
$561K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3+ 0.56% |
$162 - $189
|
541
$26K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-328- 0.21% |
$17.7K - $20.7K
|
155K
$7.47M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16K+ 7.32% |
$861K - $1.01M
|
234K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25K+ 3.93% |
$1.35M - $1.58M
|
662K
$31.8M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-951K- 9.61% |
$51.2M - $60M
|
8.94M
$430M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
140+ 1.96% |
$7.55K - $8.84K
|
7.3K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-601- 4.12% |
$32.4K - $37.9K
|
14K
$673K
|
|
|
May 06, 2025
Q1 2025
|
Hamel Associates, Inc.
|
BUY
|
- |
3.6KNew |
$194K - $227K
|
3.6K
$173K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-9.85K- 42.13% |
$531K - $621K
|
13.5K
$650K
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.31K- 1.66% |
$70.8K - $82.9K
|
78.1K
$3.75M
|
|
|
May 06, 2025
Q1 2025
|
Harry Burn
Sound Shore Management Inc
|
BUY
|
- |
51.5K+ 3.75% |
$2.77M - $3.25M
|
1.43M
$68.5M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.4K- 11.12% |
$1.1M - $1.29M
|
163K
$7.82M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
28KNew |
$1.51M - $1.77M
|
28K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.95K+ 1.52% |
$213K - $249K
|
264K
$12.7M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-5.06K- 35.72% |
$273K - $319K
|
9.1K
$437K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.15KNew |
$331K - $388K
|
6.15K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-16- 0.18% |
$862 - $1.01K
|
8.86K
$426K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.71KNew |
$200K - $234K
|
3.71K
$178K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
100K+ 7.73% |
$5.4M - $6.32M
|
1.4M
$67.1M
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
BUY
|
- |
230+ 0.41% |
$12.4K - $14.5K
|
57K
$2.74M
|
|
|
May 05, 2025
Q1 2025
|
Capital Management Corp
|
SELL
|
- |
-10.6K- 4.49% |
$573K - $671K
|
226K
$10.9M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.99K+ 10.75% |
$107K - $125K
|
20.5K
$983K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-48- 0.46% |
$2.59K - $3.03K
|
10.3K
$496K
|