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 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
71+ 0.55% |
$3.69K - $4.26K
|
13K
$728K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-2.12K- 27.09% |
$110K - $127K
|
5.71K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
122+ 0.59% |
$6.33K - $7.31K
|
21K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13K+ 9.39% |
$675K - $779K
|
151K
$8.45M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-22- 0.3% |
$1.14K - $1.32K
|
7.23K
$404K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
515+ 11.95% |
$26.7K - $30.9K
|
4.82K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.57K- 4.45% |
$81.6K - $94.2K
|
33.7K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-21K- 30.63% |
$1.09M - $1.26M
|
47.6K
$2.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.87K+ 5.93% |
$97K - $112K
|
33.4K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
11K+ 17.63% |
$572K - $661K
|
73.5K
$4.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
5.6K+ 14.18% |
$290K - $335K
|
45.1K
$2.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.36K+ 9.39% |
$70.5K - $81.3K
|
15.8K
$883K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
668New |
$34.7K - $40K
|
668
$37.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-77- 0.64% |
$4K - $4.62K
|
12K
$668K
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.5K- 8.21% |
$77.8K - $89.9K
|
16.8K
$936K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
18+ 4.69% |
$935 - $1.08K
|
402
$22.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
10.1KNew |
$524K - $604K
|
10.1K
$563K
|
|
|
Jan 15, 2025
Q4 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
24.2KNew |
$1.26M - $1.45M
|
24.2K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-371- 2.1% |
$19.3K - $22.2K
|
17.3K
$964K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-50- 0.2% |
$2.6K - $3K
|
24.4K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.21K+ 2.5% |
$115K - $132K
|
90.4K
$5.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
471+ 1.31% |
$24.5K - $28.2K
|
36.4K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
583+ 11.55% |
$30.3K - $34.9K
|
5.63K
$314K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.82KNew |
$199K - $229K
|
3.82K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-159- 0.86% |
$8.26K - $9.53K
|
18.3K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.24K+ 30.64% |
$64.5K - $74.4K
|
5.3K
$296K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-42- 0.68% |
$2.18K - $2.52K
|
6.14K
$343K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-269- 2.81% |
$14K - $16.1K
|
9.3K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.41K+ 9.97% |
$73.2K - $84.5K
|
15.5K
$868K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-6.8K- 8.38% |
$353K - $408K
|
74.3K
$4.15M
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
699+ 7.47% |
$36.3K - $41.9K
|
10.1K
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.96K+ 47.0% |
$102K - $118K
|
6.14K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.93K+ 13.82% |
$152K - $175K
|
24.1K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-595- 4.02% |
$30.9K - $35.7K
|
14.2K
$794K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
4.21KNew |
$219K - $253K
|
4.21K
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-255- 1.25% |
$13.2K - $15.3K
|
20.2K
$1.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.29K- 1.66% |
$171K - $197K
|
195K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
960+ 6.41% |
$49.8K - $57.5K
|
15.9K
$889K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-3.31K- 9.16% |
$172K - $198K
|
32.8K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9.56K+ 39.12% |
$497K - $573K
|
34K
$1.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.03K+ 10.28% |
$261K - $301K
|
53.9K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-22- 0.03% |
$1.14K - $1.32K
|
64.2K
$3.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
14K+ 32.56% |
$724K - $836K
|
56.8K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.66K+ 33.27% |
$138K - $159K
|
10.6K
$594K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.74K- 2.32% |
$142K - $164K
|
115K
$6.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.28K+ 28.33% |
$66.7K - $77K
|
5.82K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.8K- 4.92% |
$93.7K - $108K
|
34.9K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-8.6K- 9.61% |
$447K - $515K
|
80.9K
$4.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Foundation Resource Management Inc
|
SELL
|
- |
-773- 0.49% |
$40.1K - $46.3K
|
157K
$8.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
SELL
|
- |
-10.7K- 1.9% |
$557K - $643K
|
553K
$30.9M
|