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 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.3K+ 115.34% |
$716K - $838K
|
24.8K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-47.6K- 71.76% |
$2.56M - $3M
|
18.7K
$899K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
499+ 2.47% |
$26.9K - $31.5K
|
20.7K
$994K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41.7K+ 207.4% |
$2.25M - $2.63M
|
61.9K
$2.97M
|
|
|
May 05, 2025
Q1 2025
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-2.04K- 24.66% |
$110K - $129K
|
6.22K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-10- 0.85% |
$539 - $631
|
1.17K
$56.1K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
467+ 8.53% |
$25.2K - $29.5K
|
5.94K
$285K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
118K+ 391.1% |
$6.34M - $7.43M
|
148K
$7.1M
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
16.4K+ 17.85% |
$886K - $1.04M
|
109K
$5.21M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.09K- 3.96% |
$58.9K - $69K
|
26.5K
$1.27M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
671+ 12.31% |
$36.2K - $42.3K
|
6.12K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-43.7K- 48.99% |
$2.36M - $2.76M
|
45.5K
$2.19M
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-5.71K- 3.58% |
$308K - $361K
|
154K
$7.39M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.58K- 12.49% |
$85.2K - $99.8K
|
11.1K
$532K
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
471+ 7.4% |
$25.4K - $29.7K
|
6.83K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-151K- 4.42% |
$8.16M - $9.55M
|
3.27M
$157M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
7.9K+ 12.64% |
$426K - $499K
|
70.4K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
7.24K+ 2.73% |
$390K - $457K
|
273K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-189- 2.96% |
$10.2K - $11.9K
|
6.19K
$297K
|
|
|
May 05, 2025
Q1 2025
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-3.79K- 8.83% |
$204K - $239K
|
39.1K
$1.88M
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 20.0% |
$216 - $252
|
24
$1.15K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
400+ 4.38% |
$21.6K - $25.2K
|
9.53K
$458K
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
119K+ 5.21% |
$6.41M - $7.51M
|
2.4M
$115M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-900- 4.34% |
$48.5K - $56.8K
|
19.8K
$952K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-186- 1.06% |
$10K - $11.7K
|
17.3K
$831K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-55- 0.86% |
$2.96K - $3.47K
|
6.32K
$303K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.08K+ 11.79% |
$112K - $131K
|
19.7K
$948K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 19.05% |
$5.39K - $6.31K
|
425
$20.4K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.99K- 8.72% |
$215K - $251K
|
41.7K
$2M
|
|
|
May 05, 2025
Q1 2025
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$53.9 - $63.1
|
3.75K
$180K
|
|
|
May 05, 2025
Q1 2025
|
Del Sette Capital Management, LLC
|
BUY
|
- |
33.6KNew |
$1.81M - $2.12M
|
33.6K
$1.61M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-1.09K- 5.74% |
$58.6K - $68.6K
|
17.8K
$857K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
SELL
|
- |
-2.27K- 26.12% |
$122K - $143K
|
6.41K
$308K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
70+ 1.53% |
$3.77K - $4.42K
|
4.64K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
6.22KNew |
$335K - $393K
|
6.22K
$299K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
46.3K+ 743.46% |
$2.5M - $2.92M
|
52.5K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-26.2K- 6.15% |
$1.41M - $1.66M
|
401K
$19.2M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-700- 4.1% |
$37.7K - $44.2K
|
16.4K
$787K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.04% |
$162 - $189
|
292
$14K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.9K+ 28.51% |
$157K - $183K
|
13.1K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Four Tree Island Advisory LLC
Portsmouth, NH |
BUY
|
- |
14.8K+ 28.55% |
$797K - $933K
|
66.6K
$3.2M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-93- 1.1% |
$5.01K - $5.87K
|
8.38K
$403K
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
37.7KNew |
$2.03M - $2.38M
|
37.7K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-3.56K- 4.75% |
$192K - $224K
|
71.3K
$3.42M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.12K+ 1.29% |
$60.6K - $70.9K
|
87.9K
$4.22M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-620- 9.24% |
$33.4K - $39.1K
|
6.09K
$292K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
803+ 46.1% |
$43.3K - $50.7K
|
2.55K
$122K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
196+ 1.27% |
$10.6K - $12.4K
|
15.7K
$753K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
196+ 0.34% |
$10.6K - $12.4K
|
57.3K
$2.75M
|
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-548- 1.38% |
$29.5K - $34.6K
|
39.3K
$1.89M
|