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 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.17K- 10.46% |
$93.9K - $106K
|
18.6K
$869K
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-6.41K- 54.09% |
$277K - $314K
|
5.44K
$254K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
544+ 2.9% |
$23.6K - $26.6K
|
19.3K
$903K
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-15.2K- 27.65% |
$659K - $746K
|
39.8K
$1.87M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-466- 23.97% |
$20.2K - $22.8K
|
1.48K
$69.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
74.5KNew |
$3.23M - $3.65M
|
74.5K
$3.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-646- 2.3% |
$28K - $31.6K
|
27.5K
$1.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-300- 4.86% |
$13K - $14.7K
|
5.88K
$275K
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
BUY
|
- |
6.04K+ 7.99% |
$262K - $296K
|
81.7K
$3.82M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.54K- 8.4% |
$110K - $124K
|
27.7K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
5.49KNew |
$238K - $269K
|
5.49K
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
41+ 0.43% |
$1.78K - $2.01K
|
9.52K
$446K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-428- 24.78% |
$18.5K - $21K
|
1.3K
$60.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
122+ 2.26% |
$5.28K - $5.98K
|
5.51K
$258K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
25.7K+ 11.71% |
$1.11M - $1.26M
|
245K
$11.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.89KNew |
$212K - $240K
|
4.89K
$229K
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
297+ 3.22% |
$12.9K - $14.5K
|
9.53K
$446K
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.56K+ 4.92% |
$67.6K - $76.5K
|
33.3K
$1.56M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.09K- 6.52% |
$220K - $249K
|
73K
$3.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1K+ 54.34% |
$43.4K - $49.1K
|
2.85K
$133K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
623+ 11.53% |
$27K - $30.5K
|
6.03K
$282K
|
|
|
Oct 29, 2025
Q3 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
149+ 2.65% |
$6.45K - $7.3K
|
5.77K
$270K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-19- 0.36% |
$823 - $931
|
5.28K
$247K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
741+ 8.68% |
$32.1K - $36.3K
|
9.28K
$434K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
6.21KNew |
$269K - $304K
|
6.21K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-1.27K- 5.48% |
$55.2K - $62.4K
|
22K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-343- 4.36% |
$14.9K - $16.8K
|
7.52K
$352K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.59K- 0.76% |
$68.8K - $77.8K
|
208K
$9.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.58K+ 22.05% |
$68.3K - $77.2K
|
8.72K
$408K
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
22.1KNew |
$956K - $1.08M
|
22.1K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-150- 2.45% |
$6.5K - $7.35K
|
5.96K
$279K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
372+ 6.64% |
$16.1K - $18.2K
|
5.97K
$280K
|
|
|
Oct 29, 2025
Q3 2025
|
Seizert Capital Partners, LLC
|
BUY
|
- |
6.6K+ 0.93% |
$286K - $323K
|
719K
$33.7M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
BUY
|
- |
8.52K+ 16.3% |
$369K - $417K
|
60.8K
$2.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Rede Wealth, LLC
|
BUY
|
- |
6.18KNew |
$268K - $303K
|
6.18K
$289K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
SELL
|
- |
-292- 5.28% |
$12.6K - $14.3K
|
5.24K
$245K
|
|
|
Oct 29, 2025
Q3 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.1K- 2.32% |
$47.6K - $53.9K
|
46.4K
$2.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-4.57K- 36.09% |
$198K - $224K
|
8.1K
$379K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
167New |
$7.23K - $8.18K
|
167
$7.82K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.14K+ 23.98% |
$266K - $301K
|
31.7K
$1.49M
|
|
|
Oct 29, 2025
Q3 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
7.38K+ 41.05% |
$320K - $362K
|
25.4K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-404- 1.55% |
$17.5K - $19.8K
|
25.6K
$1.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.14K+ 42.98% |
$309K - $350K
|
23.8K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.61K+ 23.82% |
$243K - $275K
|
29.2K
$1.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
987+ 20.64% |
$42.7K - $48.3K
|
5.77K
$270K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.04% |
$43.3 - $49
|
2.37K
$111K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.35K+ 219.81% |
$58.6K - $66.3K
|
1.97K
$92.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
37.1K+ 7.84% |
$1.61M - $1.82M
|
511K
$23.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
4.55KNew |
$197K - $223K
|
4.55K
$213K
|
|
|
Oct 28, 2025
Q3 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-7.91K- 8.8% |
$342K - $387K
|
81.9K
$3.83M
|
|