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, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
SELL
|
- |
-98.4K- 95.41% |
$4.77M - $5.69M
|
4.73K
$221K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
283New |
$13.7K - $16.4K
|
283
$13.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-2.66K- 24.52% |
$129K - $154K
|
8.19K
$382K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5.43K- 8.95% |
$263K - $314K
|
55.2K
$2.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-384- 6.56% |
$18.6K - $22.2K
|
5.47K
$256K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-125- 9.59% |
$6.06K - $7.23K
|
1.18K
$55K
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-109- 0.55% |
$5.28K - $6.31K
|
19.9K
$927K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.98K- 16.95% |
$96.1K - $115K
|
9.71K
$454K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
772New |
$37.4K - $44.7K
|
772
$36K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
2KNew |
$97K - $116K
|
2K
$93.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
468New |
$22.7K - $27.1K
|
468
$21.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-179- 3.72% |
$8.68K - $10.4K
|
4.64K
$216K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
4.14KNew |
$201K - $240K
|
4.14K
$193K
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-14.9K- 45.3% |
$721K - $860K
|
18K
$838K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
1.32MNew |
$63.9M - $76.3M
|
1.32M
$61.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-28.7K- 82.05% |
$1.39M - $1.66M
|
6.28K
$293K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.65KNew |
$225K - $269K
|
4.65K
$217K
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
3.13K+ 21.66% |
$152K - $181K
|
17.6K
$821K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-157Closed |
$7.61K - $9.08K
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-124- 0.76% |
$6.01K - $7.17K
|
16.1K
$752K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-823- 40.5% |
$39.9K - $47.6K
|
1.21K
$56.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
126New |
$6.11K - $7.29K
|
126
$5.88K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
12+ 0.27% |
$582 - $694
|
4.42K
$206K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
11New |
$533 - $636
|
11
$514
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-43- 10.29% |
$2.08K - $2.49K
|
375
$17.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Sanchez Wealth Management Group
|
BUY
|
- |
129+ 1.86% |
$6.25K - $7.46K
|
7.05K
$329K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-255- 80.95% |
$12.4K - $14.8K
|
60
$2.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
29.8KNew |
$1.44M - $1.72M
|
29.8K
$1.39M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-111- 2.39% |
$5.38K - $6.42K
|
4.53K
$211K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
SELL
|
- |
-565- 2.12% |
$27.4K - $32.7K
|
26.1K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.16K- 10.01% |
$105K - $125K
|
19.4K
$907K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-204- 1.31% |
$9.89K - $11.8K
|
15.3K
$716K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-99.3K- 26.15% |
$4.81M - $5.74M
|
281K
$13.1M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
50+ 2.59% |
$2.42K - $2.89K
|
1.98K
$92.6K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-619- 8.87% |
$30K - $35.8K
|
6.36K
$297K
|
|
| Q3 2023 | |||||||
|
May 19, 2025
Q3 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-139- 3.48% |
$8.05K - $9K
|
3.86K
$180K
|
|
|
Mar 28, 2025
Q3 2023
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-8.11K- 18.02% |
$469K - $525K
|
36.9K
$1.72M
|
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.85KClosed |
$281K - $314K
|
0
$0
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-246Closed |
$14.2K - $15.9K
|
0
$0
|
|
|
Oct 08, 2024
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
3.8KNew |
$220K - $246K
|
3.8K
$177K
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-3.52KClosed |
$204K - $228K
|
0
$0
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-418Closed |
$24.2K - $27.1K
|
0
$0
|
|
|
Feb 15, 2024
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
3.98KNew |
$230K - $258K
|
3.98K
$186K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
20.1KNew |
$1.16M - $1.3M
|
20.1K
$937K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-39- 2.37% |
$2.26K - $2.52K
|
1.61K
$75.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Tam Capital Management Inc.
Stamford, CT |
BUY
|
- |
9.85KNew |
$570K - $638K
|
9.85K
$460K
|
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-109- 2.8% |
$6.31K - $7.06K
|
3.78K
$176K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
90New |
$5.21K - $5.83K
|
90
$4.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
166+ 8.83% |
$9.61K - $10.7K
|
2.05K
$95.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-648- 14.82% |
$37.5K - $41.9K
|
3.72K
$174K
|
|