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 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
6+ 0.08% |
$312 - $360
|
7.51K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-599- 4.48% |
$31.1K - $35.9K
|
12.8K
$713K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-88- 4.47% |
$4.57K - $5.27K
|
1.88K
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-5.15K- 11.27% |
$267K - $308K
|
40.5K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
218K+ 29.52% |
$11.3M - $13M
|
955K
$53.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.86K- 3.4% |
$304K - $351K
|
167K
$9.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.72% |
$5.19K - $5.99K
|
5.73K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
100K+ 152.54% |
$5.21M - $6.02M
|
166K
$9.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Wendell David Associates Inc
|
BUY
|
- |
992+ 5.16% |
$51.5K - $59.5K
|
20.2K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
300+ 4.3% |
$15.6K - $18K
|
7.28K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-6.52K- 7.35% |
$338K - $391K
|
82.1K
$4.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-7.6K- 2.82% |
$395K - $455K
|
262K
$14.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-779- 2.89% |
$40.4K - $46.7K
|
26.1K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
741+ 1.36% |
$38.5K - $44.4K
|
55.4K
$3.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.04K- 7.16% |
$158K - $182K
|
39.4K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-469- 8.75% |
$24.4K - $28.1K
|
4.89K
$273K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
435+ 4.2% |
$22.6K - $26.1K
|
10.8K
$602K
|
|
|
Jan 17, 2025
Q4 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
10.1K+ 57.11% |
$525K - $606K
|
27.8K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-300- 3.68% |
$15.6K - $18K
|
7.85K
$438K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
125+ 1.27% |
$6.49K - $7.49K
|
9.99K
$558K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
170+ 4.48% |
$8.83K - $10.2K
|
3.96K
$221K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
804New |
$41.7K - $48.2K
|
804
$44.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.7K+ 37.77% |
$140K - $162K
|
9.85K
$550K
|
|
|
Jan 17, 2025
Q4 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-500- 1.35% |
$26K - $30K
|
36.6K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-595- 3.52% |
$30.9K - $35.7K
|
16.3K
$912K
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-1.73K- 3.93% |
$89.8K - $104K
|
42.3K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
150+ 3.52% |
$7.79K - $8.99K
|
4.42K
$247K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.94K+ 33.36% |
$256K - $296K
|
19.7K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.5K+ 21.03% |
$233K - $269K
|
25.9K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
43+ 0.65% |
$2.23K - $2.58K
|
6.64K
$371K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
177+ 3.56% |
$9.19K - $10.6K
|
5.15K
$287K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
135+ 2.81% |
$7.01K - $8.09K
|
4.95K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-119- 1.49% |
$6.18K - $7.13K
|
7.89K
$440K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.41K+ 14.91% |
$125K - $144K
|
18.6K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.29KNew |
$223K - $257K
|
4.29K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 16.39% |
$5.19K - $5.99K
|
510
$28.5K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-1.81K- 13.41% |
$93.9K - $108K
|
11.7K
$652K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
3+ 0.06% |
$156 - $180
|
5.04K
$281K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
384+ 5.99% |
$19.9K - $23K
|
6.8K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.24K+ 28.25% |
$64.5K - $74.5K
|
5.64K
$315K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.73K- 6.12% |
$193K - $223K
|
57.2K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-13.9K- 5.99% |
$722K - $833K
|
218K
$12.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
90+ 0.73% |
$4.67K - $5.39K
|
12.5K
$697K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.57K- 13.52% |
$81.6K - $94.2K
|
10.1K
$561K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-200- 4.59% |
$10.4K - $12K
|
4.16K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.77% |
$156 - $180
|
394
$22K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-776- 6.96% |
$40.3K - $46.5K
|
10.4K
$579K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.29K+ 10.02% |
$66.8K - $77.1K
|
14.1K
$788K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
7.41KNew |
$385K - $444K
|
7.41K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
132K+ 178.16% |
$6.83M - $7.89M
|
205K
$11.5M
|