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 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-125- 9.09% |
$6.49K - $7.49K
|
1.25K
$69.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-158- 0.44% |
$8.2K - $9.47K
|
36.1K
$2.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
279+ 2.01% |
$14.5K - $16.7K
|
14.2K
$790K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.39K+ 29.55% |
$124K - $143K
|
10.5K
$585K
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
5.81K+ 6.17% |
$302K - $348K
|
100K
$5.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.11K- 3.42% |
$57.4K - $66.2K
|
31.2K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
BUY
|
- |
171+ 0.1% |
$8.88K - $10.2K
|
163K
$9.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-6.57K- 14.51% |
$341K - $394K
|
38.7K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.97K- 12.01% |
$154K - $178K
|
21.8K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
307+ 5.56% |
$15.9K - $18.4K
|
5.82K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
217+ 5.29% |
$11.3K - $13K
|
4.32K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
183+ 0.12% |
$9.5K - $11K
|
159K
$8.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
410+ 10.56% |
$21.3K - $24.6K
|
4.29K
$240K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
115+ 29.11% |
$5.97K - $6.89K
|
510
$28.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-100- 2.99% |
$5.19K - $5.99K
|
3.24K
$181K
|
|
|
Jan 13, 2025
Q4 2024
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
25+ 0.44% |
$1.3K - $1.5K
|
5.68K
$317K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-548- 2.66% |
$28.5K - $32.8K
|
20.1K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
879New |
$45.6K - $52.7K
|
879
$49.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.06K- 2.66% |
$55K - $63.5K
|
38.8K
$2.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-200- 23.42% |
$10.4K - $12K
|
654
$36.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-726- 2.17% |
$37.7K - $43.5K
|
32.7K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.11K+ 6.65% |
$369K - $426K
|
114K
$6.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-4.61K- 10.7% |
$239K - $276K
|
38.4K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$104 - $120
|
5.15K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-809- 2.87% |
$42K - $48.5K
|
27.3K
$1.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3.63K- 21.42% |
$189K - $218K
|
13.3K
$744K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
7.31KNew |
$380K - $438K
|
7.31K
$408K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
12.4K+ 17657.14% |
$642K - $741K
|
12.4K
$694K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.82KNew |
$302K - $349K
|
5.82K
$325K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.42K- 3.91% |
$73.5K - $84.8K
|
34.8K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.86KNew |
$252K - $291K
|
4.86K
$271K
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
889+ 3.31% |
$46.2K - $53.3K
|
27.8K
$1.55M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-30.2K- 25.19% |
$1.57M - $1.81M
|
89.6K
$5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.96K+ 11.46% |
$102K - $118K
|
19.1K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
12+ 0.55% |
$623 - $719
|
2.18K
$121K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.13% |
$1.25K - $1.44K
|
18.5K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-38.9K- 96.31% |
$2.02M - $2.33M
|
1.49K
$83.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
694+ 68.64% |
$36K - $41.6K
|
1.71K
$95.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-560- 68.29% |
$29.1K - $33.6K
|
260
$14.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-621- 13.54% |
$32.2K - $37.2K
|
3.96K
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
5.18KNew |
$269K - $311K
|
5.18K
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-200- 3.5% |
$10.4K - $12K
|
5.52K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6- 5.66% |
$312 - $360
|
100
$5.58K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.52K+ 23.57% |
$78.9K - $91K
|
7.96K
$445K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
44+ 1.7% |
$2.28K - $2.64K
|
2.63K
$147K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-295- 5.82% |
$15.3K - $17.7K
|
4.77K
$266K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
155+ 2.63% |
$8.05K - $9.29K
|
6.05K
$337K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-46- 4.69% |
$2.39K - $2.76K
|
935
$52.2K
|
|
|
Jan 10, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1- -0.0% |
$51.9 - $59.9
|
154K
$8.62M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.83K+ 1.09% |
$199K - $229K
|
354K
$19.8M
|