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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
914+ 19.07% |
$47.5K - $54.8K
|
5.71K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
6.87KNew |
$357K - $412K
|
6.87K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19K- 45.78% |
$988K - $1.14M
|
22.5K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.5KNew |
$77.9K - $89.9K
|
1.5K
$83.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
20New |
$1.04K - $1.2K
|
20
$1.12K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
349+ 8.38% |
$18.1K - $20.9K
|
4.51K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-16.8K- 1.87% |
$874K - $1.01M
|
885K
$49.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.01K- 9.21% |
$52.2K - $60.3K
|
9.91K
$553K
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
3.34K+ 5.99% |
$173K - $200K
|
59.1K
$3.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lgt Group Foundation
|
SELL
|
- |
-18.9K- 38.69% |
$979K - $1.13M
|
29.9K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-5.31K- 8.76% |
$276K - $318K
|
55.4K
$3.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
260+ 4.19% |
$13.5K - $15.6K
|
6.46K
$361K
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-67- 1.35% |
$3.48K - $4.02K
|
4.88K
$273K
|
|
|
Feb 06, 2025
Q4 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-65- 0.5% |
$3.37K - $3.9K
|
13K
$723K
|
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
117+ 2.66% |
$6.07K - $7.01K
|
4.52K
$252K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
162+ 1.14% |
$8.41K - $9.71K
|
14.4K
$803K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
813+ 6.73% |
$42.2K - $48.7K
|
12.9K
$720K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-811- 2.45% |
$42.1K - $48.6K
|
32.3K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
56+ 1.33% |
$2.91K - $3.36K
|
4.28K
$239K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-581- 1.12% |
$30.2K - $34.8K
|
51.2K
$2.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
175+ 3.17% |
$9.09K - $10.5K
|
5.69K
$318K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.62K+ 5.11% |
$396K - $457K
|
157K
$8.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
681New |
$35.4K - $40.8K
|
681
$38K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9.49KNew |
$492K - $569K
|
9.49K
$530K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-20- 0.19% |
$1.04K - $1.2K
|
10.5K
$585K
|
|
|
Feb 06, 2025
Q4 2024
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
24.4KNew |
$1.27M - $1.46M
|
24.4K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-730K- 1.2% |
$37.9M - $43.8M
|
60.3M
$3.37B
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
3.64K+ 36.81% |
$189K - $218K
|
13.5K
$755K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-101K- 14.14% |
$5.24M - $6.05M
|
613K
$34.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-310- 0.68% |
$16.1K - $18.6K
|
45K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
BUY
|
- |
48+ 0.96% |
$2.49K - $2.88K
|
5.04K
$281K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.35K+ 8.77% |
$70.2K - $81.1K
|
16.8K
$937K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-255- 2.49% |
$13.2K - $15.3K
|
9.99K
$558K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-5.35K- 7.15% |
$278K - $321K
|
69.5K
$3.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-91.4K- 3.08% |
$4.74M - $5.48M
|
2.87M
$160M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
284+ 4.42% |
$14.7K - $17K
|
6.71K
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
19.6K+ 6875.09% |
$1.02M - $1.17M
|
19.9K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-6.79K- 1.18% |
$352K - $407K
|
569K
$31.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
186New |
$9.66K - $11.1K
|
186
$10.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
558+ 9.61% |
$29K - $33.4K
|
6.36K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-5.75K- 10.77% |
$299K - $345K
|
47.7K
$2.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-5- 0.09% |
$260 - $300
|
5.74K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
115New |
$5.97K - $6.89K
|
115
$6.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
61K+ 30.68% |
$3.16M - $3.65M
|
260K
$14.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
484+ 9.44% |
$25.1K - $29K
|
5.61K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-12.5K- 1.75% |
$650K - $750K
|
705K
$39.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
55.3K+ 43.25% |
$2.87M - $3.31M
|
183K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1.69K+ 23.69% |
$88K - $102K
|
8.84K
$494K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
4.79K+ 0.82% |
$248K - $287K
|
586K
$32.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-12K- 15.28% |
$625K - $722K
|
66.8K
$3.73M
|