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 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-8.02K- 53.59% |
$432K - $506K
|
6.95K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
8.57KNew |
$462K - $541K
|
8.57K
$411K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
116K+ 46.54% |
$6.26M - $7.33M
|
366K
$17.6M
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-928- 15.98% |
$50K - $58.6K
|
4.88K
$234K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
527+ 6.62% |
$28.4K - $33.3K
|
8.49K
$408K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.84K+ 1.25% |
$207K - $243K
|
310K
$14.9M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
11.9K+ 69.77% |
$643K - $753K
|
29K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.74K+ 16.09% |
$256K - $299K
|
34.2K
$1.64M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
934+ 18.59% |
$50.3K - $58.9K
|
5.96K
$286K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.02K+ 7.03% |
$55.1K - $64.5K
|
15.6K
$747K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
1.99M+ 69.21% |
$107M - $126M
|
4.86M
$234M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 64.71% |
$593 - $694
|
28
$1.34K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
7.97KNew |
$429K - $503K
|
7.97K
$383K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 0.45% |
$2.7K - $3.16K
|
11.1K
$531K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-258- 0.68% |
$13.9K - $16.3K
|
37.5K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-110- 2.81% |
$5.93K - $6.94K
|
3.8K
$182K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-2.6K- 2.46% |
$140K - $164K
|
103K
$4.95M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-598- 4.62% |
$32.2K - $37.7K
|
12.4K
$593K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
64+ 0.84% |
$3.45K - $4.04K
|
7.65K
$368K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-578- 12.26% |
$31.2K - $36.5K
|
4.14K
$199K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.04K- 5.16% |
$110K - $129K
|
37.5K
$1.8M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.25K+ 36.4% |
$229K - $268K
|
15.9K
$765K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-55- 1.01% |
$2.96K - $3.47K
|
5.41K
$260K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.87K- 8.8% |
$316K - $371K
|
60.9K
$2.92M
|
|
|
May 02, 2025
Q1 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
330+ 0.71% |
$17.8K - $20.8K
|
46.7K
$2.24M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
846+ 4.96% |
$45.6K - $53.4K
|
17.9K
$860K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
59.4K+ 187.16% |
$3.2M - $3.75M
|
91.1K
$4.37M
|
|
|
May 02, 2025
Q1 2025
|
Pettee Investors, Inc.
|
SELL
|
- |
-1.33K- 3.2% |
$71.8K - $84.1K
|
40.3K
$1.94M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.47K+ 25.88% |
$79.3K - $92.9K
|
7.16K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.85K+ 10.93% |
$99.4K - $116K
|
18.7K
$899K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
10New |
$539 - $631
|
10
$480
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
123+ 1.89% |
$6.63K - $7.76K
|
6.63K
$318K
|
|
|
May 02, 2025
Q1 2025
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
158K+ 1.18% |
$8.49M - $9.94M
|
13.5M
$646M
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-200- 5.06% |
$10.8K - $12.6K
|
3.75K
$180K
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-329- 18.33% |
$17.7K - $20.8K
|
1.47K
$70.4K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
60+ 1.69% |
$3.23K - $3.79K
|
3.61K
$173K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-187- 38.01% |
$10.1K - $11.8K
|
305
$14.6K
|
|
|
May 02, 2025
Q1 2025
|
Jennison Associates LLC
|
BUY
|
- |
1.58M+ 43.08% |
$85.1M - $99.6M
|
5.24M
$252M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 0.84% |
$53.9 - $63.1
|
120
$5.76K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-471- 97.31% |
$25.4K - $29.7K
|
13
$624
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
3.3KNew |
$178K - $208K
|
3.3K
$158K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 1.41% |
$108 - $126
|
140
$6.72K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
14.6KNew |
$790K - $924K
|
14.6K
$703K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-543- 11.99% |
$29.3K - $34.3K
|
3.99K
$191K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
66+ 0.81% |
$3.56K - $4.17K
|
8.2K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
4.23K+ 61.46% |
$228K - $267K
|
11.1K
$533K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-190- 1.75% |
$10.2K - $12K
|
10.7K
$512K
|
|
|
May 01, 2025
Q1 2025
|
Satovsky Asset Management LLC
|
SELL
|
- |
-264- 4.91% |
$14.2K - $16.7K
|
5.11K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
440+ 51.1% |
$23.7K - $27.8K
|
1.3K
$62.5K
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-9.1K- 0.36% |
$490K - $574K
|
2.53M
$122M
|