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 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
50+ 1.35% |
$2.7K - $3.16K
|
3.76K
$181K
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.05K+ 8.13% |
$56.5K - $66.2K
|
14K
$670K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-620- 53.17% |
$33.4K - $39.1K
|
546
$26.2K
|
|
Apr 18, 2025
Q1 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-4K- 25.0% |
$216K - $252K
|
12K
$576K
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-110- 0.54% |
$5.93K - $6.94K
|
20.1K
$965K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.76% |
$162 - $189
|
397
$19.1K
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-557- 2.76% |
$30K - $35.2K
|
19.6K
$943K
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
4.51KNew |
$243K - $285K
|
4.51K
$217K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
350+ 0.25% |
$18.9K - $22.1K
|
138K
$6.61M
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.52K- 31.53% |
$136K - $159K
|
5.48K
$263K
|
|
Apr 18, 2025
Q1 2025
|
Marest Capital, LLC
Tarzana, CA |
BUY
|
- |
3.56KNew |
$192K - $224K
|
3.56K
$171K
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-100- 3.72% |
$5.39K - $6.31K
|
2.59K
$124K
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.4KNew |
$183K - $215K
|
3.4K
$163K
|
|
Apr 18, 2025
Q1 2025
|
Broderick Brian C
|
SELL
|
- |
-1.7K- 14.39% |
$91.6K - $107K
|
10.1K
$486K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-149- 1.18% |
$8.03K - $9.4K
|
12.5K
$600K
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.31K- 5.57% |
$70.5K - $82.5K
|
22.2K
$1.06M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.04% |
$539 - $631
|
25.9K
$1.24M
|
|
Apr 18, 2025
Q1 2025
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-264- 2.8% |
$14.2K - $16.7K
|
9.16K
$440K
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.48K+ 7.93% |
$79.9K - $93.5K
|
20.2K
$969K
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.3KNew |
$178K - $208K
|
3.3K
$158K
|
|
Apr 17, 2025
Q1 2025
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
SELL
|
- |
-126K- 65.99% |
$6.8M - $7.97M
|
65.1K
$3.12M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10.4K+ 15.59% |
$561K - $657K
|
77.1K
$3.7M
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
461+ 0.99% |
$24.8K - $29.1K
|
47.1K
$2.26M
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-13- 22.81% |
$701 - $820
|
44
$2.11K
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
114+ 2.49% |
$6.14K - $7.19K
|
4.69K
$225K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.1K+ 10.66% |
$113K - $133K
|
21.8K
$1.05M
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
159+ 4.32% |
$8.57K - $10K
|
3.84K
$184K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1- 0.01% |
$53.9 - $63.1
|
9.53K
$458K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.47K+ 4.55% |
$79.3K - $92.9K
|
33.8K
$1.62M
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3+ 0.04% |
$162 - $189
|
7.41K
$356K
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-289- 1.49% |
$15.6K - $18.2K
|
19.1K
$918K
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.81K+ 36.85% |
$313K - $367K
|
21.6K
$1.04M
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-73- 1.17% |
$3.93K - $4.61K
|
6.18K
$297K
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-620- 5.07% |
$33.4K - $39.1K
|
11.6K
$557K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-9.32K- 74.98% |
$502K - $588K
|
3.11K
$149K
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
901+ 5.25% |
$48.6K - $56.9K
|
18.1K
$868K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.18K+ 1.59% |
$63.5K - $74.4K
|
75.2K
$3.61M
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-200- 5.19% |
$10.8K - $12.6K
|
3.66K
$176K
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-425- 10.64% |
$22.9K - $26.8K
|
3.57K
$171K
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.71K- 14.51% |
$92.2K - $108K
|
10.1K
$484K
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
5.31K+ 143.53% |
$286K - $335K
|
9K
$432K
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
58+ 0.89% |
$3.13K - $3.66K
|
6.57K
$315K
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.52KNew |
$190K - $222K
|
3.52K
$169K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
90+ 2.3% |
$4.85K - $5.68K
|
4K
$192K
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
BUY
|
- |
6.39KNew |
$344K - $403K
|
6.39K
$307K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.19K- 3.96% |
$172K - $202K
|
77.5K
$3.72M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-963- 9.48% |
$51.9K - $60.8K
|
9.19K
$441K
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
84.5K+ 9.59% |
$4.56M - $5.34M
|
966K
$46.4M
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
128New |
$6.9K - $8.08K
|
128
$6.15K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.05K- 46.09% |
$164K - $192K
|
3.56K
$171K
|