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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.38K- 5.84% |
$363K - $410K
|
135K
$6.32M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
CALL |
89.1K+ 9900.0% |
$3.86M - $4.36M
|
90K
$4.21M
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
9.06K+ 14.99% |
$392K - $444K
|
69.5K
$3.25M
|
|
|
Oct 31, 2025
Q3 2025
|
Tufton Capital Management
|
SELL
|
- |
-1.78K- 2.42% |
$77.1K - $87.2K
|
71.7K
$3.36M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
9.74KNew |
$422K - $477K
|
9.74K
$456K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-45- 0.71% |
$1.95K - $2.2K
|
6.31K
$295K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-802- 6.57% |
$34.7K - $39.3K
|
11.4K
$533K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
100+ 1.62% |
$4.33K - $4.9K
|
6.29K
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-954- 10.77% |
$41.3K - $46.7K
|
7.91K
$370K
|
|
|
Oct 31, 2025
Q3 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.52K- 0.49% |
$65.7K - $74.4K
|
306K
$14.3M
|
|
|
Oct 31, 2025
Q3 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-154- 0.72% |
$6.67K - $7.54K
|
21.3K
$998K
|
|
|
Oct 31, 2025
Q3 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
810+ 352.17% |
$35.1K - $39.7K
|
1.04K
$48.7K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-24- 1.25% |
$1.04K - $1.18K
|
1.89K
$88.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.8K+ 42.58% |
$1.34M - $1.51M
|
103K
$4.83M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
138+ 1.05% |
$5.98K - $6.76K
|
13.3K
$621K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-684- 11.04% |
$29.6K - $33.5K
|
5.51K
$258K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
70.3K+ 4.21% |
$3.05M - $3.44M
|
1.74M
$81.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
445+ 2.96% |
$19.3K - $21.8K
|
15.5K
$724K
|
|
|
Oct 30, 2025
Q3 2025
|
Am Investment Strategies LLC
|
SELL
|
- |
-11.9K- 70.49% |
$516K - $584K
|
4.99K
$234K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
SELL
|
- |
-4.46K- 24.68% |
$193K - $219K
|
13.6K
$637K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
63+ 0.49% |
$2.73K - $3.09K
|
13K
$607K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-6.85K- 8.09% |
$297K - $336K
|
77.9K
$3.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
555+ 5.59% |
$24K - $27.2K
|
10.5K
$491K
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
SELL
|
- |
-181K- 97.16% |
$7.82M - $8.85M
|
5.29K
$247K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.24K- 26.6% |
$97.1K - $110K
|
6.19K
$290K
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
223+ 2.55% |
$9.66K - $10.9K
|
8.96K
$419K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.17K- 21.93% |
$94.1K - $106K
|
7.74K
$362K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-279- 8.8% |
$12.1K - $13.7K
|
2.89K
$135K
|
|
|
Oct 30, 2025
Q3 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.35K+ 21.98% |
$58.5K - $66.1K
|
7.49K
$351K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2.47K+ 32.75% |
$107K - $121K
|
10K
$469K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.02% |
$130 - $147
|
14.8K
$691K
|
|
|
Oct 30, 2025
Q3 2025
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.96K+ 12.14% |
$258K - $292K
|
55K
$2.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
864+ 23.87% |
$37.4K - $42.3K
|
4.48K
$210K
|
|
|
Oct 30, 2025
Q3 2025
|
Hgk Asset Management Inc
|
BUY
|
- |
13.4K+ 10.18% |
$580K - $656K
|
145K
$6.79M
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-63.6K- 9.9% |
$2.76M - $3.12M
|
579K
$27.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-147- 1.17% |
$6.37K - $7.2K
|
12.4K
$582K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
10.5K+ 27.41% |
$453K - $512K
|
48.6K
$2.28M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.13K+ 2.68% |
$92.3K - $104K
|
81.6K
$3.82M
|
|
|
Oct 30, 2025
Q3 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-451- 17.61% |
$19.5K - $22.1K
|
2.11K
$98.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
898+ 3.46% |
$38.9K - $44K
|
26.8K
$1.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-651- 6.9% |
$28.2K - $31.9K
|
8.78K
$411K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
27.3K+ 20.82% |
$1.18M - $1.34M
|
159K
$7.43M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-26- 0.41% |
$1.13K - $1.27K
|
6.33K
$296K
|
|
|
Oct 30, 2025
Q3 2025
|
Wendell David Associates Inc
|
SELL
|
- |
-4.6K- 24.69% |
$199K - $225K
|
14K
$657K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
114+ 1.58% |
$4.94K - $5.58K
|
7.32K
$343K
|
|
|
Oct 30, 2025
Q3 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-782- 6.6% |
$33.9K - $38.3K
|
11.1K
$518K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
745+ 12.57% |
$32.3K - $36.5K
|
6.67K
$312K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
SELL
|
- |
-793- 2.26% |
$34.3K - $38.8K
|
34.3K
$1.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
7.02KNew |
$304K - $344K
|
7.02K
$329K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
169K+ 16.24% |
$7.31M - $8.27M
|
1.21M
$56.6M
|
|