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 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
340+ 6.54% |
$18.3K - $21.5K
|
5.54K
$266K
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
97+ 0.94% |
$5.23K - $6.12K
|
10.4K
$498K
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
221+ 3.56% |
$11.9K - $13.9K
|
6.42K
$308K
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-20- 0.04% |
$1.08K - $1.26K
|
45.1K
$2.16M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-434- 1.37% |
$23.4K - $27.4K
|
31.2K
$1.5M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
401+ 12.45% |
$21.6K - $25.3K
|
3.62K
$174K
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-4.64K- 18.39% |
$250K - $293K
|
20.6K
$989K
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-618- 2.61% |
$33.3K - $39K
|
23.1K
$1.11M
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-30- 0.52% |
$1.62K - $1.89K
|
5.71K
$274K
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
7.6K+ 54.52% |
$410K - $480K
|
21.5K
$1.03M
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-479- 8.46% |
$25.8K - $30.2K
|
5.19K
$249K
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-298- 6.57% |
$16.1K - $18.8K
|
4.24K
$203K
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-191- 3.18% |
$10.3K - $12.1K
|
5.82K
$279K
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-130- 0.64% |
$7.01K - $8.2K
|
20.2K
$969K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
27.3K+ 12.68% |
$1.47M - $1.72M
|
243K
$11.6M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
15.9K+ 3.26% |
$859K - $1.01M
|
504K
$24.2M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.54K+ 88.57% |
$82.7K - $96.9K
|
3.27K
$157K
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
600New |
$32.3K - $37.9K
|
600
$28.8K
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.47KNew |
$187K - $219K
|
3.47K
$166K
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.32KNew |
$179K - $209K
|
3.32K
$159K
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
688+ 5.19% |
$37.1K - $43.4K
|
14K
$670K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
61+ 15.6% |
$3.29K - $3.85K
|
452
$21.7K
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
157+ 2.07% |
$8.46K - $9.91K
|
7.73K
$371K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
304+ 6.68% |
$16.4K - $19.2K
|
4.85K
$233K
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-5.01K- 2.25% |
$270K - $316K
|
218K
$10.5M
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.12K- 5.84% |
$114K - $134K
|
34.2K
$1.64M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-672- 0.63% |
$36.2K - $42.4K
|
106K
$5.07M
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
CALL |
500New |
$27K - $31.6K
|
500
$24K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-66.3K- 27.45% |
$3.57M - $4.18M
|
175K
$8.41M
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
452+ 51.42% |
$24.4K - $28.5K
|
1.33K
$63.9K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
88+ 0.26% |
$4.74K - $5.55K
|
33.5K
$1.61M
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-143- 0.72% |
$7.71K - $9.02K
|
19.6K
$941K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.29K- 35.73% |
$393K - $460K
|
13.1K
$629K
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-3.08K- 34.83% |
$166K - $194K
|
5.76K
$277K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
178+ 1.74% |
$9.59K - $11.2K
|
10.4K
$501K
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
2+ 0.05% |
$108 - $126
|
4.29K
$206K
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
750+ 83.33% |
$40.4K - $47.3K
|
1.65K
$79.2K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
93+ 0.39% |
$5.01K - $5.87K
|
23.8K
$1.14M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.54K+ 38.93% |
$83.1K - $97.3K
|
5.5K
$264K
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-40- 28.57% |
$2.16K - $2.52K
|
100
$4.8K
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
115+ 1.25% |
$6.2K - $7.26K
|
9.34K
$449K
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-4.54K- 15.21% |
$245K - $287K
|
25.3K
$1.22M
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-88.7K- 6.3% |
$4.78M - $5.6M
|
1.32M
$63.3M
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
SELL
|
- |
-500- 10.0% |
$27K - $31.6K
|
4.5K
$216K
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.44KNew |
$131K - $154K
|
2.44K
$117K
|
|
Apr 21, 2025
Q1 2025
|
Citizens & Northern Corp
|
BUY
|
- |
322+ 1.68% |
$17.4K - $20.3K
|
19.4K
$934K
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
10+ 0.14% |
$539 - $631
|
7.37K
$354K
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-563- 6.82% |
$30.3K - $35.5K
|
7.7K
$370K
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
1.97K+ 1.36% |
$106K - $125K
|
147K
$7.07M
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.1KNew |
$221K - $258K
|
4.1K
$197K
|