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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.34KNew |
$180K - $211K
|
3.34K
$160K
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
46.2K+ 5.19% |
$2.49M - $2.92M
|
936K
$44.9M
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-472- 0.04% |
$25.4K - $29.8K
|
1.08M
$51.9M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-804- 5.7% |
$43.3K - $50.7K
|
13.3K
$639K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.04K+ 16.16% |
$326K - $381K
|
43.4K
$2.08M
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.47KNew |
$187K - $219K
|
3.47K
$167K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-200- 23.64% |
$10.8K - $12.6K
|
646
$31K
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.01KNew |
$216K - $253K
|
4.01K
$192K
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-247- 1.86% |
$13.3K - $15.6K
|
13K
$624K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
38KNew |
$2.05M - $2.4M
|
38K
$1.82M
|
|
Apr 23, 2025
Q1 2025
|
Edmp, Inc.
|
SELL
|
- |
-1.83K- 4.39% |
$98.4K - $115K
|
39.8K
$1.91M
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-271- 12.46% |
$14.6K - $17.1K
|
1.9K
$91.4K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.66K+ 56.44% |
$359K - $421K
|
18.5K
$887K
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
7.99K+ 63.34% |
$430K - $504K
|
20.6K
$989K
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-65- 0.14% |
$3.5K - $4.1K
|
47.5K
$2.28M
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-208- 4.29% |
$11.2K - $13.1K
|
4.65K
$223K
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-400- 8.33% |
$21.6K - $25.2K
|
4.4K
$211K
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
180+ 52.94% |
$9.7K - $11.4K
|
520
$25K
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-307- 3.99% |
$16.5K - $19.4K
|
7.39K
$355K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
99KNew |
$5.34M - $6.25M
|
99K
$4.75M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-290- 1.58% |
$15.6K - $18.3K
|
18K
$867K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-38.2K- 36.49% |
$2.06M - $2.41M
|
66.6K
$3.2M
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-630- 11.95% |
$34K - $39.8K
|
4.64K
$223K
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
9+ 0.15% |
$485 - $568
|
5.99K
$288K
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.23K+ 6.48% |
$120K - $141K
|
36.7K
$1.76M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
137+ 18.29% |
$7.38K - $8.65K
|
886
$42.5K
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
169+ 0.85% |
$9.11K - $10.7K
|
20K
$963K
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
300+ 3.56% |
$16.2K - $18.9K
|
8.72K
$419K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.57K- 3.67% |
$300K - $351K
|
146K
$7.02M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-236- 1.18% |
$12.7K - $14.9K
|
19.8K
$948K
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.12K+ 16.55% |
$60.1K - $70.4K
|
7.85K
$377K
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
771+ 1.54% |
$41.6K - $48.7K
|
50.7K
$2.43M
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
SELL
|
- |
-18.2K- 8.96% |
$979K - $1.15M
|
184K
$8.86M
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
275+ 27.64% |
$14.8K - $17.4K
|
1.27K
$61K
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-568- 8.99% |
$30.6K - $35.8K
|
5.75K
$276K
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-460- 9.13% |
$24.8K - $29K
|
4.58K
$220K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.59KNew |
$85.5K - $100K
|
1.59K
$76.2K
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
40+ 0.4% |
$2.16K - $2.52K
|
10.1K
$487K
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.36K- 24.9% |
$73.1K - $85.6K
|
4.09K
$196K
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
8+ 0.11% |
$431 - $505
|
6.98K
$335K
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.96KNew |
$214K - $250K
|
3.96K
$190K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
54+ 1.04% |
$2.91K - $3.41K
|
5.24K
$252K
|
|
Apr 22, 2025
Q1 2025
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-3.22K- 3.38% |
$173K - $203K
|
91.8K
$4.41M
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.18K+ 50.17% |
$117K - $137K
|
6.51K
$313K
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-787- 0.56% |
$42.4K - $49.7K
|
139K
$6.65M
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
696+ 1.19% |
$37.5K - $43.9K
|
59K
$2.83M
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-34.3K- 6.73% |
$1.85M - $2.16M
|
475K
$22.8M
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
2+ 0.04% |
$108 - $126
|
5.37K
$258K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-51.6K- 10.04% |
$2.78M - $3.26M
|
462K
$22.2M
|
|
Apr 22, 2025
Q1 2025
|
Coho Partners, Ltd.
|
BUY
|
- |
70.8KNew |
$3.82M - $4.47M
|
70.8K
$3.4M
|