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 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
552+ 0.35% |
$29.8K - $34.8K
|
160K
$7.67M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
62+ 1.36% |
$3.34K - $3.91K
|
4.63K
$222K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
SELL
|
- |
-1.01K- 7.61% |
$54.3K - $63.6K
|
12.2K
$588K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
27.3K+ 102.2% |
$1.47M - $1.72M
|
54K
$2.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.85K- 23.01% |
$99.6K - $117K
|
6.19K
$297K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-304- 1.47% |
$16.4K - $19.2K
|
20.4K
$978K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.2K+ 67.09% |
$604K - $707K
|
27.9K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
106+ 7.35% |
$5.71K - $6.69K
|
1.55K
$74.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-199- 4.96% |
$10.7K - $12.6K
|
3.81K
$183K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
120+ 0.32% |
$6.47K - $7.57K
|
37.1K
$1.78M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.44KNew |
$186K - $217K
|
3.44K
$165K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-413- 4.5% |
$22.3K - $26.1K
|
8.76K
$420K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
30+ 0.3% |
$1.62K - $1.89K
|
10.1K
$486K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-193- 0.77% |
$10.4K - $12.2K
|
25K
$1.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-540- 8.91% |
$29.1K - $34.1K
|
5.52K
$265K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-8- 0.09% |
$431 - $505
|
8.83K
$424K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-755- 4.74% |
$40.7K - $47.6K
|
15.2K
$729K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-176- 0.95% |
$9.49K - $11.1K
|
18.4K
$881K
|
|
|
Apr 08, 2025
Q1 2025
|
Sanders Morris Harris LLC
|
SELL
|
- |
-30- 0.17% |
$1.62K - $1.89K
|
18.1K
$869K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
52+ 0.52% |
$2.8K - $3.28K
|
10K
$482K
|
|
|
Apr 08, 2025
Q1 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.43K- 27.59% |
$77.1K - $90.2K
|
3.75K
$180K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
68+ 0.85% |
$3.67K - $4.29K
|
8.03K
$386K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
953New |
$51.4K - $60.1K
|
953
$45.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-650- 7.07% |
$35K - $41K
|
8.55K
$410K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
8New |
$431 - $505
|
8
$384
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 1000.0% |
$5.39K - $6.31K
|
110
$5.28K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
SELL
|
- |
-1.67K- 14.05% |
$90K - $105K
|
10.2K
$490K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
102+ 3.87% |
$5.5K - $6.44K
|
2.74K
$131K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.5KNew |
$189K - $221K
|
3.5K
$168K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-738- 30.57% |
$39.8K - $46.6K
|
1.68K
$80.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
33+ 0.82% |
$1.78K - $2.08K
|
4.08K
$196K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
3.33KNew |
$180K - $210K
|
3.33K
$160K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
193+ 1.01% |
$10.4K - $12.2K
|
19.3K
$927K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
91New |
$4.72K - $5.45K
|
91
$4.37K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
394+ 1036.84% |
$20.5K - $23.6K
|
432
$20.7K
|
|
|
Jun 30, 2025
Q4 2024
|
Birchview Capital, LP
Burlington, VT |
SELL
|
- |
-1K- 0.15% |
$51.9K - $59.9K
|
685K
$32.9M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14K- 0.15% |
$727K - $839K
|
9.57M
$459M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
451+ 1.47% |
$23.4K - $27K
|
31.1K
$1.5M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.38K+ 0.7% |
$175K - $202K
|
488K
$23.4M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
38.5K+ 15.7% |
$2M - $2.31M
|
284K
$13.6M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
107K+ 3.02% |
$5.57M - $6.43M
|
3.65M
$175M
|
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
11.9K+ 2.0% |
$617K - $713K
|
607K
$29.2M
|
|
|
May 14, 2025
Q4 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-173- 1.64% |
$8.98K - $10.4K
|
10.4K
$498K
|
|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
12.9KNew |
$672K - $776K
|
12.9K
$621K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
7.87K+ 8.22% |
$409K - $472K
|
104K
$4.98M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
530New |
$27.5K - $31.8K
|
530
$25.5K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.11KNew |
$213K - $246K
|
4.11K
$197K
|
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
9.72KNew |
$505K - $583K
|
9.72K
$467K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
167New |
$8.67K - $10K
|
167
$8.02K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
17.5KNew |
$910K - $1.05M
|
17.5K
$842K
|
|