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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.51K+ 7.57% |
$195K - $221K
|
64K
$3M
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-1.96K- 7.29% |
$85K - $96.1K
|
25K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$436K - $493K
|
10.1K
$471K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.86K+ 15.17% |
$124K - $140K
|
21.7K
$1.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Homestead Advisers Corp
|
SELL
|
- |
-540K- 55.98% |
$23.4M - $26.4M
|
424K
$19.9M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-2.6K- 4.86% |
$113K - $127K
|
50.9K
$2.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-10.6K- 53.78% |
$459K - $519K
|
9.11K
$426K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
477+ 11.01% |
$20.7K - $23.4K
|
4.81K
$225K
|
|
|
Nov 05, 2025
Q3 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-2.54K- 1.64% |
$110K - $124K
|
152K
$7.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-21.6K- 53.35% |
$936K - $1.06M
|
18.9K
$884K
|
|
|
Nov 05, 2025
Q3 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-1.09K- 17.57% |
$47.1K - $53.2K
|
5.1K
$239K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-648- 3.86% |
$28.1K - $31.7K
|
16.1K
$755K
|
|
|
Nov 05, 2025
Q3 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-932- 1.63% |
$40.4K - $45.6K
|
56.3K
$2.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.23K- 3.96% |
$53.4K - $60.3K
|
29.9K
$1.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Solitude Financial Services
|
BUY
|
- |
3.7K+ 34.23% |
$160K - $181K
|
14.5K
$679K
|
|
|
Nov 05, 2025
Q3 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
456+ 18.07% |
$19.7K - $22.3K
|
2.98K
$139K
|
|
|
Nov 05, 2025
Q3 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6+ 0.31% |
$260 - $294
|
1.93K
$90.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.22K+ 8.06% |
$52.7K - $59.6K
|
16.3K
$763K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.11K- 4.0% |
$48.1K - $54.4K
|
26.7K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
SELL
|
- |
-35- 0.34% |
$1.52K - $1.71K
|
10.1K
$474K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-212- 1.38% |
$9.18K - $10.4K
|
15.1K
$707K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-578- 2.5% |
$25K - $28.3K
|
22.5K
$1.05M
|
|
|
Nov 05, 2025
Q3 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.9K- 0.48% |
$126K - $142K
|
606K
$28.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-3.33K- 14.42% |
$144K - $163K
|
19.8K
$925K
|
|
|
Nov 05, 2025
Q3 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.01K- 5.41% |
$43.7K - $49.4K
|
17.6K
$826K
|
|
|
Nov 05, 2025
Q3 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-134- 2.87% |
$5.8K - $6.56K
|
4.53K
$212K
|
|
|
Nov 05, 2025
Q3 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6+ 0.11% |
$260 - $294
|
5.49K
$257K
|
|
|
Nov 05, 2025
Q3 2025
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-20.2K- 55.61% |
$876K - $990K
|
16.1K
$756K
|
|
|
Nov 05, 2025
Q3 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-758- 10.32% |
$32.8K - $37.1K
|
6.59K
$308K
|
|
|
Nov 05, 2025
Q3 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-30.3K- 27.7% |
$1.31M - $1.48M
|
79.1K
$3.7M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.01K+ 12.56% |
$87.1K - $98.5K
|
18K
$844K
|
|
|
Nov 05, 2025
Q3 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
SELL
|
- |
-1.63K- 2.49% |
$70.8K - $80K
|
64.1K
$3M
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
101K+ 21.38% |
$4.37M - $4.95M
|
573K
$26.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
122+ 0.37% |
$5.28K - $5.98K
|
33.2K
$1.56M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-861- 14.73% |
$37.3K - $42.2K
|
4.99K
$233K
|
|
|
Nov 05, 2025
Q3 2025
|
Kinsale Capital Group, Inc.
|
BUY
|
- |
18.9K+ 12.59% |
$817K - $924K
|
169K
$7.89M
|
|
|
Nov 05, 2025
Q3 2025
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-33- 1.72% |
$1.43K - $1.62K
|
1.88K
$88K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-103- 1.36% |
$4.46K - $5.04K
|
7.48K
$350K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
7.19K+ 34.3% |
$311K - $352K
|
28.1K
$1.32M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
BUY
|
- |
1.6K+ 26.05% |
$69.4K - $78.5K
|
7.76K
$363K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
11.3K+ 13.72% |
$488K - $552K
|
93.5K
$4.38M
|
|
|
Nov 05, 2025
Q3 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
50+ 0.61% |
$2.17K - $2.45K
|
8.3K
$389K
|
|
|
Nov 05, 2025
Q3 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-350- 4.6% |
$15.2K - $17.1K
|
7.26K
$340K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
139+ 0.61% |
$6.02K - $6.81K
|
22.8K
$1.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-437- 1.36% |
$18.9K - $21.4K
|
31.6K
$1.48M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
25+ 0.18% |
$1.08K - $1.22K
|
14.3K
$670K
|
|
|
Nov 05, 2025
Q3 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.2K+ 15.09% |
$51.9K - $58.7K
|
9.14K
$428K
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-677- 2.04% |
$29.3K - $33.2K
|
32.5K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-8.5K- 2.17% |
$368K - $416K
|
384K
$18M
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
SELL
|
- |
-106K- 10.53% |
$4.58M - $5.17M
|
897K
$42M
|
|