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 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 37.99% |
$167K - $193K
|
11.7K
$652K
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
60+ 1.17% |
$3.12K - $3.6K
|
5.2K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-620- 11.08% |
$32.2K - $37.2K
|
4.98K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$104 - $120
|
15.1K
$841K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
144+ 0.2% |
$7.48K - $8.63K
|
72.2K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.36K+ 16.64% |
$70.7K - $81.6K
|
9.54K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-225- 1.49% |
$11.7K - $13.5K
|
14.9K
$829K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
3.95K+ 0.95% |
$205K - $237K
|
418K
$23.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
523+ 1.93% |
$27.2K - $31.3K
|
27.7K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.5K+ 23.76% |
$599K - $691K
|
60.1K
$3.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
8.04K+ 124.74% |
$417K - $482K
|
14.5K
$809K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-1.61K- 15.18% |
$83.7K - $96.6K
|
9.01K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-31.6K- 0.72% |
$1.64M - $1.9M
|
4.38M
$244M
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-172- 3.85% |
$8.93K - $10.3K
|
4.3K
$240K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
180KNew |
$9.35M - $10.8M
|
180K
$10.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
400New |
$20.8K - $24K
|
400
$22.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-6- 3.09% |
$312 - $360
|
188
$10.5K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
710New |
$36.9K - $42.6K
|
710
$39.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-61.1K- 24.22% |
$3.17M - $3.66M
|
191K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-850- 4.12% |
$44.1K - $50.9K
|
19.8K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
282+ 0.95% |
$14.6K - $16.9K
|
30K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
6.36KNew |
$330K - $381K
|
6.36K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-484- 2.82% |
$25.1K - $29K
|
16.7K
$933K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.24K+ 117.11% |
$168K - $194K
|
6.01K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.89K- 14.68% |
$202K - $233K
|
22.6K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
3.26K+ 2.47% |
$169K - $195K
|
135K
$7.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-893- 12.27% |
$46.4K - $53.5K
|
6.38K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-11- 0.06% |
$571 - $659
|
18K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Benin Management Corp
|
SELL
|
- |
-204- 2.57% |
$10.6K - $12.2K
|
7.74K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-178- 9.02% |
$9.24K - $10.7K
|
1.8K
$100K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-276- 4.66% |
$14.3K - $16.5K
|
5.65K
$315K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5.75K+ 11.63% |
$299K - $345K
|
55.2K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
75+ 0.09% |
$3.89K - $4.5K
|
85.1K
$4.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.53K- 3.46% |
$235K - $271K
|
126K
$7.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-75- 0.38% |
$3.89K - $4.5K
|
19.4K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
361+ 8.43% |
$18.7K - $21.6K
|
4.64K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.56K+ 3.85% |
$185K - $213K
|
96K
$5.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11.4K- 37.47% |
$593K - $684K
|
19.1K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
271+ 6.15% |
$14.1K - $16.2K
|
4.67K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-5- 0.05% |
$260 - $300
|
9.53K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-509- 1.91% |
$26.4K - $30.5K
|
26.1K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Aegon Asset Management Uk PLC
|
SELL
|
- |
-29.6K- 11.62% |
$1.54M - $1.77M
|
225K
$12.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-545- 3.68% |
$28.3K - $32.7K
|
14.3K
$797K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
55.8K+ 8.21% |
$2.9M - $3.34M
|
736K
$41.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-9.51K- 2.13% |
$494K - $570K
|
436K
$24.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
47+ 4.68% |
$2.44K - $2.82K
|
1.05K
$58.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
16K+ 28.15% |
$833K - $961K
|
73K
$4.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.48K- 12.35% |
$181K - $209K
|
24.7K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.88K- 10.93% |
$201K - $232K
|
31.6K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-138- 2.15% |
$7.16K - $8.27K
|
6.29K
$351K
|