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 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
842New |
$43.7K - $50.5K
|
842
$48.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
760+ 4.32% |
$39.5K - $45.6K
|
18.3K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-10.3K- 10.88% |
$533K - $615K
|
84K
$4.86M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
650+ 9.99% |
$33.7K - $39K
|
7.16K
$414K
|
|
|
Jan 24, 2025
Q4 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-193- 2.69% |
$10K - $11.6K
|
6.97K
$403K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.56KNew |
$185K - $213K
|
3.56K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
273+ 3.57% |
$14.2K - $16.4K
|
7.92K
$458K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-19.4K- 32.57% |
$1.01M - $1.16M
|
40.2K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.58K+ 17.87% |
$238K - $274K
|
30.2K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
26.5K+ 493.96% |
$1.38M - $1.59M
|
31.8K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-8.32K- 5.71% |
$432K - $499K
|
137K
$7.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.43K+ 84.87% |
$230K - $265K
|
9.64K
$558K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
4.17KNew |
$217K - $250K
|
4.17K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30+ 166.67% |
$1.56K - $1.8K
|
48
$2.78K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-659- 12.19% |
$34.2K - $39.5K
|
4.75K
$275K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
179+ 2.43% |
$9.29K - $10.7K
|
7.54K
$436K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
48+ 0.61% |
$2.49K - $2.88K
|
7.92K
$459K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.56K- 3.7% |
$185K - $214K
|
92.8K
$5.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
514+ 21.85% |
$26.7K - $30.8K
|
2.87K
$166K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.04KNew |
$313K - $362K
|
6.04K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-264- 3.83% |
$13.7K - $15.8K
|
6.62K
$383K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-78- 1.15% |
$4.05K - $4.68K
|
6.72K
$389K
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-158- 3.87% |
$8.2K - $9.47K
|
3.93K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-1.28K- 10.17% |
$66.2K - $76.4K
|
11.3K
$652K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
696+ 2.39% |
$36.1K - $41.7K
|
29.8K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
12.2K+ 269.42% |
$636K - $734K
|
16.8K
$972K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
SELL
|
- |
-29- 0.51% |
$1.51K - $1.74K
|
5.67K
$328K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-346- 13.67% |
$18K - $20.7K
|
2.19K
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.97KNew |
$206K - $238K
|
3.97K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-344- 0.69% |
$17.9K - $20.6K
|
49.6K
$2.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-1.36K- 6.05% |
$70.6K - $81.5K
|
21.1K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.08K- 9.23% |
$108K - $124K
|
20.4K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1K- 7.04% |
$51.9K - $59.9K
|
13.2K
$764K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-578K- 13.64% |
$30M - $34.7M
|
3.66M
$212M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.7K- 66.9% |
$659K - $761K
|
6.28K
$363K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
192New |
$9.97K - $11.5K
|
192
$11.1K
|
|
|
Jan 24, 2025
Q4 2024
|
F&V Capital Management, LLC
|
BUY
|
- |
1.6K+ 0.94% |
$83.1K - $95.9K
|
172K
$9.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
466+ 1.93% |
$24.2K - $27.9K
|
24.5K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Gen Financial Management, Inc.
Plymouth, MN |
BUY
|
- |
3.93KNew |
$204K - $235K
|
3.93K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.2K- 22.01% |
$62.3K - $71.9K
|
4.25K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-20.6K- 22.37% |
$1.07M - $1.24M
|
71.6K
$4.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
270+ 2.49% |
$14K - $16.2K
|
11.1K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
4.57KNew |
$237K - $274K
|
4.57K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
3.64KNew |
$189K - $218K
|
3.64K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-745- 4.76% |
$38.7K - $44.7K
|
14.9K
$863K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-49.5K- 1.63% |
$2.57M - $2.96M
|
2.98M
$173M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.05K+ 17.61% |
$54.6K - $63K
|
7.02K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
172+ 1.86% |
$8.93K - $10.3K
|
9.42K
$545K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-1.01K- 7.8% |
$52.2K - $60.2K
|
11.9K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-830- 11.94% |
$43.1K - $49.8K
|
6.12K
$354K
|