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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
- |
-8.1K- 99.98% |
$436K - $511K
|
2
$96
|
|
May 09, 2025
Q1 2025
|
Delta Accumulation, LLC
Sausalito, CA |
SELL
|
PUT |
-8.5K- 8.4% |
$458K - $536K
|
92.7K
$4.45M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.22K+ 623.98% |
$65.9K - $77.2K
|
1.42K
$68.1K
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-100- 0.8% |
$5.39K - $6.31K
|
12.4K
$593K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4K+ 7.97% |
$75.2K - $88K
|
18.9K
$907K
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
440+ 53.46% |
$23.7K - $27.8K
|
1.26K
$60.6K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.18K- 0.43% |
$63.3K - $74.2K
|
269K
$12.9M
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
812+ 13.13% |
$43.8K - $51.2K
|
7K
$336K
|
|
May 09, 2025
Q1 2025
|
Beddow Capital Management Inc
|
SELL
|
- |
-8.01K- 62.15% |
$431K - $505K
|
4.88K
$234K
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.4K- 13.03% |
$75.5K - $88.4K
|
9.34K
$449K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-209- 30.12% |
$11.3K - $13.2K
|
485
$23.3K
|
|
May 09, 2025
Q1 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
9.41K+ 10.98% |
$507K - $594K
|
95.1K
$4.57M
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-591- 5.92% |
$31.9K - $37.3K
|
9.4K
$451K
|
|
May 09, 2025
Q1 2025
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
640+ 4.57% |
$34.5K - $40.4K
|
14.6K
$703K
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-102- 0.57% |
$5.5K - $6.44K
|
17.7K
$852K
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
541New |
$29.2K - $34.1K
|
541
$26K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.78K- 2.31% |
$96K - $112K
|
75.5K
$3.63M
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-28.4K- 20.83% |
$1.53M - $1.79M
|
108K
$5.19M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 15.62% |
$116K - $136K
|
11.6K
$558K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.7K+ 3.1% |
$91.5K - $107K
|
56.4K
$2.71M
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-11.6K- 11.8% |
$628K - $735K
|
87.1K
$4.18M
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.55K+ 8.73% |
$83.6K - $97.9K
|
19.3K
$927K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.33KNew |
$71.8K - $84.1K
|
1.33K
$64K
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.78K+ 5.5% |
$96K - $112K
|
34.1K
$1.64M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.8K- 15.13% |
$1.55M - $1.82M
|
162K
$7.77M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
830+ 18.71% |
$44.7K - $52.4K
|
5.27K
$253K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
204+ 2.5% |
$11K - $12.9K
|
8.37K
$402K
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
17K+ 67.56% |
$917K - $1.07M
|
42.2K
$2.03M
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.69K+ 8.46% |
$145K - $170K
|
34.5K
$1.66M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
973+ 2.09% |
$52.4K - $61.4K
|
47.5K
$2.28M
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-1.12K- 13.76% |
$60.1K - $70.4K
|
6.99K
$336K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
52.5K+ 128.97% |
$2.83M - $3.31M
|
93.2K
$4.47M
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
127KNew |
$6.85M - $8.01M
|
127K
$6.1M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
30.5K+ 106.23% |
$1.64M - $1.92M
|
59.1K
$2.84M
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-62- 2.69% |
$3.34K - $3.91K
|
2.25K
$108K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5+ 0.82% |
$270 - $316
|
613
$29.4K
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
345+ 34.5% |
$18.6K - $21.8K
|
1.35K
$64.6K
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-5- 0.07% |
$270 - $316
|
6.95K
$334K
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-216- 4.41% |
$11.6K - $13.6K
|
4.68K
$225K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-772- 4.6% |
$41.6K - $48.7K
|
16K
$769K
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.83% |
$2.7K - $3.16K
|
6.06K
$291K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.46M+ 0.77% |
$78.6M - $92M
|
191M
$9.19B
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-151- 8.42% |
$8.14K - $9.53K
|
1.64K
$78.9K
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
330+ 9.28% |
$17.8K - $20.8K
|
3.89K
$187K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
82+ 0.77% |
$4.42K - $5.18K
|
10.8K
$517K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-648- 31.41% |
$34.9K - $40.9K
|
1.42K
$67.9K
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
4+ 1.03% |
$216 - $252
|
393
$18.9K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.4K+ 18.02% |
$291K - $340K
|
35.3K
$1.7M
|
|
May 09, 2025
Q1 2025
|
Primecap Management CO
Pasadena, CA |
BUY
|
- |
197K+ 0.87% |
$10.6M - $12.5M
|
23M
$1.1B
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
467+ 1.49% |
$25.2K - $29.5K
|
31.8K
$1.53M
|