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 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
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
81+ 0.72% |
$4.21K - $4.86K
|
11.3K
$633K
|
|
|
Jan 21, 2025
Q4 2024
|
Advocate Group LLC
|
BUY
|
- |
7.94K+ 5.78% |
$412K - $476K
|
145K
$8.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
8.66K+ 39.03% |
$450K - $519K
|
30.9K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2.57K- 26.01% |
$133K - $154K
|
7.31K
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
135K+ 585.79% |
$7M - $8.09M
|
158K
$8.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-885- 2.16% |
$45.9K - $53K
|
40.1K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-600- 8.16% |
$31.2K - $36K
|
6.75K
$377K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2+ 0.02% |
$104 - $120
|
11.8K
$659K
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
900New |
$46.7K - $53.9K
|
900
$50.2K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-9.4K- 8.0% |
$488K - $563K
|
108K
$6.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
3.22K+ 79.5% |
$167K - $193K
|
7.27K
$406K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
5.04K+ 42.23% |
$262K - $302K
|
17K
$948K
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-1.27K- 2.83% |
$65.7K - $75.9K
|
43.5K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
459+ 11.8% |
$23.8K - $27.5K
|
4.35K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-8.74K- 25.04% |
$454K - $524K
|
26.2K
$1.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.72KNew |
$245K - $283K
|
4.72K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-744- 6.14% |
$38.6K - $44.6K
|
11.4K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-294- 5.31% |
$15.3K - $17.6K
|
5.25K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
10.5KNew |
$547K - $631K
|
10.5K
$588K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.33K+ 26.9% |
$68.8K - $79.4K
|
6.25K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
829+ 11.6% |
$43K - $49.7K
|
7.98K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-10.5K- 6.05% |
$546K - $630K
|
163K
$9.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.47K+ 14.05% |
$128K - $148K
|
20K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
182+ 2.09% |
$9.45K - $10.9K
|
8.88K
$496K
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
18K+ 0.7% |
$933K - $1.08M
|
2.57M
$144M
|
|
|
Jan 17, 2025
Q4 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.7K+ 7.03% |
$88.4K - $102K
|
25.9K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.5K+ 24.5% |
$78.1K - $90.1K
|
7.64K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-28- 0.33% |
$1.45K - $1.68K
|
8.5K
$475K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
20+ 0.39% |
$1.04K - $1.2K
|
5.21K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.2K+ 32.23% |
$114K - $132K
|
9.03K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
5.27KNew |
$274K - $316K
|
5.27K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
98+ 0.84% |
$5.09K - $5.87K
|
11.7K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
Eads & Heald Wealth Management
|
BUY
|
- |
505+ 2.68% |
$26.2K - $30.3K
|
19.3K
$1.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-9.5K- 6.04% |
$493K - $569K
|
148K
$8.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
583+ 0.78% |
$30.3K - $34.9K
|
75.1K
$4.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-9.42K- 1.7% |
$489K - $564K
|
546K
$30.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
649+ 54.08% |
$33.7K - $38.9K
|
1.85K
$103K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
206K+ 377.42% |
$10.7M - $12.3M
|
260K
$14.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.73K+ 28.37% |
$89.7K - $104K
|
7.81K
$436K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
614+ 0.79% |
$31.9K - $36.8K
|
78K
$4.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
115+ 2.92% |
$5.97K - $6.89K
|
4.06K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
18New |
$935 - $1.08K
|
18
$1K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
600+ 49.96% |
$31.2K - $36K
|
1.8K
$101K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.13K- 11.55% |
$58.6K - $67.6K
|
8.64K
$482K
|
|
|
Jan 17, 2025
Q4 2024
|
Viking Fund Management LLC
|
BUY
|
- |
125K+ 133.65% |
$6.5M - $7.5M
|
219K
$12.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
800+ 347.83% |
$41.5K - $48K
|
1.03K
$57.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
42+ 0.36% |
$2.18K - $2.52K
|
11.8K
$657K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.1K- 19.13% |
$57.1K - $65.9K
|
4.65K
$260K
|