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 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-45- 6.33% |
$2.34K - $2.7K
|
666
$32K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-172- 3.85% |
$8.93K - $10.3K
|
4.3K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
710New |
$36.9K - $42.6K
|
710
$34.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
361+ 8.43% |
$18.7K - $21.6K
|
4.64K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-138- 2.15% |
$7.16K - $8.27K
|
6.29K
$302K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-885- 2.16% |
$45.9K - $53K
|
40.1K
$1.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-600- 8.16% |
$31.2K - $36K
|
6.75K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.72KNew |
$245K - $283K
|
4.72K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.33K+ 26.9% |
$68.8K - $79.4K
|
6.25K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
18New |
$935 - $1.08K
|
18
$864
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
800+ 347.83% |
$41.5K - $48K
|
1.03K
$49.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-1.1K- 19.13% |
$57.1K - $65.9K
|
4.65K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
804New |
$41.7K - $48.2K
|
804
$38.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 16.39% |
$5.19K - $5.99K
|
510
$24.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-200- 4.59% |
$10.4K - $12K
|
4.16K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
500+ 2.36% |
$26K - $30K
|
21.7K
$1.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
115New |
$5.97K - $6.89K
|
115
$5.52K
|
|
|
Jan 16, 2025
Q4 2024
|
Legal Advantage Investments, Inc.
|
BUY
|
- |
3.89KNew |
$202K - $233K
|
3.89K
$187K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.42K- 20.01% |
$73.7K - $85.1K
|
5.67K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
BUY
|
- |
3.46KNew |
$179K - $207K
|
3.46K
$166K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-23.4K- 52.87% |
$1.21M - $1.4M
|
20.8K
$1M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-4.74K- 97.67% |
$246K - $284K
|
113
$5.43K
|
|
|
Jan 15, 2025
Q4 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-21K- 30.63% |
$1.09M - $1.26M
|
47.6K
$2.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
668New |
$34.7K - $40K
|
668
$32.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-50- 0.2% |
$2.6K - $3K
|
24.4K
$1.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-42- 0.68% |
$2.18K - $2.52K
|
6.14K
$295K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-269- 2.81% |
$14K - $16.1K
|
9.3K
$446K
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
5.03K+ 10.28% |
$261K - $301K
|
53.9K
$2.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-37- 0.77% |
$1.92K - $2.22K
|
4.77K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
240+ 3.33% |
$12.5K - $14.4K
|
7.45K
$358K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.03% |
$51.9 - $59.9
|
3.94K
$189K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
8.38KNew |
$435K - $502K
|
8.38K
$403K
|
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-109- 1.52% |
$5.66K - $6.53K
|
7.07K
$339K
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-1.82K- 31.42% |
$94.4K - $109K
|
3.97K
$191K
|
|
|
Jan 13, 2025
Q4 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
5.81K+ 6.17% |
$302K - $348K
|
100K
$4.8M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-38.9K- 96.31% |
$2.02M - $2.33M
|
1.49K
$71.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-621- 13.54% |
$32.2K - $37.2K
|
3.96K
$190K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-6- 5.66% |
$312 - $360
|
100
$4.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
80+ 3.01% |
$4.15K - $4.8K
|
2.74K
$131K
|
|
|
Jan 10, 2025
Q4 2024
|
Jacobs & CO
|
SELL
|
- |
-264- 5.91% |
$13.7K - $15.8K
|
4.21K
$202K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-30.2K- 74.55% |
$1.57M - $1.81M
|
10.3K
$495K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
3.57KNew |
$185K - $214K
|
3.57K
$171K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
SELL
|
- |
-17.4K- 22.99% |
$904K - $1.04M
|
58.4K
$2.8M
|
|
| Q3 2024 | |||||||
|
May 15, 2025
Q3 2024
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
28.6K+ 32.93% |
$1.13M - $1.48M
|
116K
$5.55M
|
|
|
May 12, 2025
Q3 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
24.6K+ 24.21% |
$977K - $1.27M
|
126K
$6.07M
|
|
|
Apr 10, 2025
Q3 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
SELL
|
- |
-2.76K- 20.35% |
$109K - $143K
|
10.8K
$519K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-9.17K- 63.55% |
$364K - $474K
|
5.26K
$252K
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-667- 5.95% |
$26.5K - $34.5K
|
10.5K
$506K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-1- 0.35% |
$39.7 - $51.8
|
281
$13.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
3.93KNew |
$156K - $203K
|
3.93K
$188K
|
|