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 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
3.66KNew |
$190K - $219K
|
3.66K
$176K
|
|
|
Jan 29, 2025
Q4 2024
|
Northstar Asset Management LLC
|
SELL
|
- |
-748- 16.27% |
$38.8K - $44.8K
|
3.85K
$185K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-800- 3.65% |
$41.5K - $48K
|
21.1K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 4.35% |
$5.19K - $5.99K
|
2.2K
$106K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
3.62KNew |
$188K - $217K
|
3.62K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
237+ 3.21% |
$12.3K - $14.2K
|
7.62K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
4.7KNew |
$244K - $282K
|
4.7K
$226K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 21.05% |
$1.87K - $2.16K
|
207
$9.94K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.9K- 30.49% |
$151K - $174K
|
6.61K
$317K
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
30.4KNew |
$1.58M - $1.82M
|
30.4K
$1.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.67KNew |
$86.9K - $100K
|
1.67K
$80.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
8.39KNew |
$436K - $503K
|
8.39K
$403K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
28.8KNew |
$1.5M - $1.73M
|
28.8K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
SELL
|
- |
-642- 2.54% |
$33.3K - $38.5K
|
24.7K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 4.64% |
$41.5K - $48K
|
16.4K
$789K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.97KNew |
$414K - $477K
|
7.97K
$383K
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
4KNew |
$208K - $240K
|
4K
$192K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
33+ 0.52% |
$1.71K - $1.98K
|
6.35K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-520- 6.16% |
$27K - $31.2K
|
7.92K
$380K
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-5.43K- 27.72% |
$282K - $325K
|
14.2K
$680K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-472- 7.37% |
$24.5K - $28.3K
|
5.93K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
10+ 0.16% |
$519 - $599
|
6.12K
$294K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.58KNew |
$134K - $155K
|
2.58K
$124K
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
11.3KNew |
$587K - $678K
|
11.3K
$543K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6+ 0.12% |
$312 - $360
|
5.19K
$249K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
285New |
$14.8K - $17.1K
|
285
$13.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
40+ 1.2% |
$2.08K - $2.4K
|
3.38K
$162K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-100- 9.51% |
$5.19K - $5.99K
|
952
$45.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
889+ 11.8% |
$46.2K - $53.3K
|
8.43K
$405K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
9+ 6.08% |
$467 - $539
|
157
$7.54K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
77.4KNew |
$4.02M - $4.64M
|
77.4K
$3.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-4.8K- 9.09% |
$249K - $288K
|
48K
$2.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.04K+ 22.7% |
$210K - $242K
|
21.8K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10.3K- 10.88% |
$533K - $615K
|
84K
$4.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
273+ 3.57% |
$14.2K - $16.4K
|
7.92K
$380K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.17KNew |
$217K - $250K
|
4.17K
$200K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.97KNew |
$206K - $238K
|
3.97K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1K- 7.04% |
$51.9K - $59.9K
|
13.2K
$634K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
192New |
$9.97K - $11.5K
|
192
$9.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.93KNew |
$204K - $235K
|
3.93K
$188K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.2K- 22.01% |
$62.3K - $71.9K
|
4.25K
$204K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
3.64KNew |
$189K - $218K
|
3.64K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
8.95KNew |
$465K - $537K
|
8.95K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.5K- 89.41% |
$130K - $150K
|
296
$14.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-284- 58.68% |
$14.7K - $17K
|
200
$9.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
70KNew |
$3.63M - $4.2M
|
70K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.29K- 19.12% |
$119K - $137K
|
9.68K
$465K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
8.66KNew |
$450K - $519K
|
8.66K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
SELL
|
- |
-9K- 50.0% |
$467K - $539K
|
9K
$432K
|
|
|
Jan 22, 2025
Q4 2024
|
Canal Insurance CO
|
SELL
|
CALL |
-100- 33.33% |
$5.19K - $5.99K
|
200
$9.6K
|