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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-142- 1.69% |
$6.27K - $8.46K
|
8.28K
$398K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-2.53K- 12.26% |
$111K - $151K
|
18.1K
$868K
|
|
|
Jul 24, 2025
Q2 2025
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
13.6K+ 100.18% |
$598K - $808K
|
27.1K
$1.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-35.5K- 46.05% |
$1.57M - $2.12M
|
41.6K
$2M
|
|
|
Jul 23, 2025
Q2 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
225+ 1.72% |
$9.93K - $13.4K
|
13.3K
$639K
|
|
|
Jul 23, 2025
Q2 2025
|
626 Financial, LLC
|
SELL
|
- |
-154- 1.51% |
$6.79K - $9.18K
|
10.1K
$484K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-703- 11.12% |
$31K - $41.9K
|
5.62K
$270K
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
87.6K+ 6.51% |
$3.86M - $5.22M
|
1.43M
$68.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
BUY
|
- |
61+ 0.92% |
$2.69K - $3.64K
|
6.69K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-4.88K- 17.42% |
$215K - $291K
|
23.1K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Solitude Financial Services
|
SELL
|
- |
-500- 4.42% |
$22.1K - $29.8K
|
10.8K
$519K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
23.8K+ 38.0% |
$1.05M - $1.42M
|
86.3K
$4.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.93K- 17.25% |
$85.2K - $115K
|
9.27K
$445K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-399- 27.22% |
$17.6K - $23.8K
|
1.07K
$51.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
476+ 4.1% |
$21K - $28.4K
|
12.1K
$580K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.39K+ 10.28% |
$105K - $142K
|
25.6K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.7K- 1.56% |
$75K - $101K
|
107K
$5.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
101KNew |
$4.48M - $6.05M
|
101K
$4.87M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
9+ 11.39% |
$397 - $536
|
88
$4.23K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-242- 3.82% |
$10.7K - $14.4K
|
6.1K
$293K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.12K- 16.91% |
$49.5K - $66.8K
|
5.51K
$264K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.59K+ 11.69% |
$158K - $214K
|
34.3K
$1.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-95- 2.03% |
$4.19K - $5.66K
|
4.58K
$220K
|
|
|
Jul 23, 2025
Q2 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
173+ 3.03% |
$7.63K - $10.3K
|
5.88K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 0.39% |
$4.41K - $5.96K
|
25.6K
$1.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Kidder Stephen W
|
BUY
|
- |
150+ 3.26% |
$6.62K - $8.94K
|
4.75K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-16.6K- 21.41% |
$732K - $989K
|
60.9K
$2.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
732+ 18.55% |
$32.3K - $43.6K
|
4.68K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-6.73K- 41.21% |
$297K - $401K
|
9.6K
$461K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.46KNew |
$64.3K - $86.9K
|
1.46K
$70K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
428+ 202.84% |
$18.9K - $25.5K
|
639
$30.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-222K- 17.31% |
$9.78M - $13.2M
|
1.06M
$50.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-490- 5.58% |
$21.6K - $29.2K
|
8.29K
$398K
|
|
|
Jul 23, 2025
Q2 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
538New |
$23.7K - $32.1K
|
538
$25.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
SELL
|
- |
-394- 7.61% |
$17.4K - $23.5K
|
4.78K
$230K
|
|
|
Jul 23, 2025
Q2 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
8.06KNew |
$356K - $481K
|
8.06K
$387K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.2K+ 4.43% |
$185K - $250K
|
99.1K
$4.76M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-135- 0.36% |
$5.96K - $8.05K
|
37.6K
$1.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
36.6K+ 458.17% |
$1.61M - $2.18M
|
44.6K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.65K+ 62.54% |
$117K - $158K
|
6.89K
$331K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.12K- 26.45% |
$182K - $245K
|
11.4K
$550K
|
|
|
Jul 23, 2025
Q2 2025
|
Lansing Street Advisors
|
SELL
|
- |
-3.4K- 24.97% |
$150K - $203K
|
10.2K
$491K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
3+ 0.07% |
$132 - $179
|
4.4K
$211K
|
|
|
Jul 23, 2025
Q2 2025
|
Baxter Bros Inc
|
SELL
|
- |
-334- 2.73% |
$14.7K - $19.9K
|
11.9K
$572K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-82K- 4.98% |
$3.62M - $4.89M
|
1.57M
$75.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-22- 0.45% |
$971 - $1.31K
|
4.91K
$236K
|
|
|
Jul 23, 2025
Q2 2025
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-770- 2.42% |
$34K - $45.9K
|
31K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
15+ 34.09% |
$662 - $894
|
59
$2.83K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
38.3K+ 551.19% |
$1.69M - $2.28M
|
45.2K
$2.17M
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
24+ 0.38% |
$1.06K - $1.43K
|
6.35K
$305K
|