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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.02K- 4.05% |
$53.1K - $61.3K
|
24.2K
$1.35M
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-43- 0.23% |
$2.23K - $2.58K
|
18.4K
$1.03M
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
3.58K+ 31.6% |
$186K - $214K
|
14.9K
$831K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
SELL
|
- |
-357- 6.14% |
$18.5K - $21.4K
|
5.46K
$305K
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
23+ 0.38% |
$1.19K - $1.38K
|
6.02K
$336K
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
508+ 14.38% |
$26.4K - $30.4K
|
4.04K
$226K
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.44K- 8.23% |
$74.5K - $86K
|
16K
$893K
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
1.04K+ 6.9% |
$54K - $62.4K
|
16.1K
$900K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-31.9K- 3.11% |
$1.65M - $1.91M
|
994K
$55.5M
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-200- 28.01% |
$10.4K - $12K
|
514
$28.7K
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-4.68K- 10.25% |
$243K - $280K
|
41K
$2.29M
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.49K+ 23.96% |
$77.4K - $89.3K
|
7.71K
$430K
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
8.39KNew |
$436K - $503K
|
8.39K
$469K
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
28.8KNew |
$1.5M - $1.73M
|
28.8K
$1.61M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-422K- 97.9% |
$21.9M - $25.3M
|
9.03K
$504K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-642- 2.54% |
$33.3K - $38.5K
|
24.7K
$1.38M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.9K- 1.11% |
$151K - $174K
|
258K
$14.4M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
27.2K+ 0.59% |
$1.41M - $1.63M
|
4.68M
$261M
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 4.64% |
$41.5K - $48K
|
16.4K
$917K
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
18+ 0.07% |
$935 - $1.08K
|
25.2K
$1.41M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
21.9KNew |
$1.14M - $1.31M
|
21.9K
$1.22M
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-92.8K- 44.39% |
$4.82M - $5.56M
|
116K
$6.49M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.55KNew |
$236K - $273K
|
4.55K
$254K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.97KNew |
$414K - $477K
|
7.97K
$445K
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 0.1% |
$312 - $360
|
6.29K
$351K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
577+ 19.61% |
$30K - $34.6K
|
3.52K
$196K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.67% |
$1.61K - $1.86K
|
4.68K
$261K
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
67+ 0.28% |
$3.48K - $4.02K
|
24.2K
$1.35M
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-12.9K- 27.98% |
$669K - $773K
|
33.2K
$1.85M
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.57K- 9.53% |
$133K - $154K
|
24.4K
$1.36M
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.29K- 8.88% |
$119K - $138K
|
23.5K
$1.31M
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-111K- 14.63% |
$5.78M - $6.67M
|
650K
$36.3M
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-500- 8.59% |
$26K - $30K
|
5.32K
$297K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
1.13K+ 5.71% |
$58.8K - $67.9K
|
21K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.68KNew |
$191K - $220K
|
3.68K
$205K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
423+ 4.7% |
$22K - $25.4K
|
9.43K
$526K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-63K- 66.5% |
$3.27M - $3.77M
|
31.7K
$1.77M
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4KNew |
$208K - $240K
|
4K
$223K
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-400- 8.2% |
$20.8K - $24K
|
4.48K
$250K
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
33+ 0.52% |
$1.71K - $1.98K
|
6.35K
$354K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.6K+ 14.15% |
$551K - $637K
|
85.7K
$4.79M
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.27K+ 15.0% |
$66K - $76.2K
|
9.75K
$544K
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
486+ 2.8% |
$25.2K - $29.1K
|
17.8K
$995K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-509- 3.13% |
$26.4K - $30.5K
|
15.8K
$881K
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
2.78K+ 34.67% |
$144K - $167K
|
10.8K
$604K
|
|
Jan 28, 2025
Q4 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-790- 14.62% |
$41K - $47.4K
|
4.61K
$258K
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-892- 1.24% |
$46.3K - $53.5K
|
70.8K
$3.95M
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-1.56K- 13.52% |
$81.1K - $93.6K
|
9.99K
$558K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.98K- 2.49% |
$207K - $239K
|
156K
$8.69M
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-29- 0.14% |
$1.51K - $1.74K
|
20.2K
$1.13M
|