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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
9.72KNew |
$505K - $583K
|
9.72K
$594K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
8.67KNew |
$450K - $520K
|
8.67K
$530K
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
17.5KNew |
$910K - $1.05M
|
17.5K
$1.07M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-39.4K- 25.51% |
$2.04M - $2.36M
|
115K
$7.02M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
116K+ 32.86% |
$6.04M - $6.97M
|
471K
$28.7M
|
|
|
Mar 12, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
128+ 0.4% |
$6.65K - $7.67K
|
31.8K
$1.94M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.26K+ 11.5% |
$65.2K - $75.3K
|
12.2K
$744K
|
|
|
Mar 10, 2025
Q4 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-81- 0.45% |
$4.21K - $4.86K
|
17.9K
$1.09M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.17KNew |
$216K - $250K
|
4.17K
$254K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
730+ 3318.18% |
$37.9K - $43.8K
|
752
$45.9K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
684New |
$35.5K - $41K
|
684
$41.8K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-239- 2.69% |
$12.4K - $14.3K
|
8.65K
$528K
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
45.8K+ 183.12% |
$2.38M - $2.74M
|
70.8K
$4.32M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.94K+ 33.36% |
$256K - $296K
|
19.7K
$1.2M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
5+ 2.14% |
$260 - $300
|
239
$14.6K
|
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-4.05K- 8.45% |
$210K - $243K
|
43.9K
$2.68M
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.76MNew |
$91.6M - $106M
|
1.76M
$108M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
64New |
$3.32K - $3.84K
|
64
$3.91K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
7.36KNew |
$382K - $441K
|
7.36K
$449K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
6.7KNew |
$348K - $402K
|
6.7K
$409K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
459New |
$23.8K - $27.5K
|
459
$28K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
146+ 1327.27% |
$7.58K - $8.75K
|
157
$9.59K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17New |
$883 - $1.02K
|
17
$1.04K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-132- 6.79% |
$6.85K - $7.91K
|
1.81K
$111K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.55K- 8.18% |
$80.5K - $92.9K
|
17.4K
$1.06M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-450- 4.99% |
$23.4K - $27K
|
8.56K
$523K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.74K- 3.75% |
$298K - $344K
|
147K
$9M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-525K- 98.23% |
$27.2M - $31.4M
|
9.44K
$577K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-256- 38.21% |
$13.3K - $15.3K
|
414
$25.3K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 4.69% |
$52.1K - $60.1K
|
20.4K
$1.25M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.46KNew |
$284K - $327K
|
5.46K
$334K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-767- 2.19% |
$39.8K - $46K
|
34.2K
$2.09M
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-200- 3.33% |
$10.4K - $12K
|
5.82K
$355K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
991New |
$51.5K - $59.4K
|
991
$60.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
10KNew |
$519K - $599K
|
10K
$611K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.63K- 32.54% |
$137K - $158K
|
5.45K
$333K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-171- 2.66% |
$8.88K - $10.2K
|
6.27K
$383K
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-1- 0.99% |
$51.9 - $59.9
|
100
$6.11K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
12.2K+ 37.92% |
$635K - $733K
|
44.5K
$2.72M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-575- 2.99% |
$29.9K - $34.5K
|
18.7K
$1.14M
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
BUY
|
- |
4.87K+ 68.09% |
$253K - $292K
|
12K
$734K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-247- 2.27% |
$12.8K - $14.8K
|
10.7K
$651K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-150- 0.61% |
$7.79K - $8.99K
|
24.3K
$1.49M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-44.1K- 3.85% |
$2.29M - $2.64M
|
1.1M
$67.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
44.1KNew |
$2.29M - $2.64M
|
44.1K
$2.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
852+ 12.83% |
$44.2K - $51.1K
|
7.5K
$458K
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
SELL
|
- |
-45.5K- 43.96% |
$2.36M - $2.73M
|
58K
$3.54M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-145- 3.6% |
$7.53K - $8.69K
|
3.88K
$237K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22.9K+ 215.8% |
$1.19M - $1.37M
|
33.6K
$2.05M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-2.3K- 12.54% |
$119K - $138K
|
16K
$980K
|