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 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
2.32KNew |
$100K - $114K
|
2.32K
$109K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 0.28% |
$433 - $490
|
3.62K
$169K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-22.2K- 5.58% |
$962K - $1.09M
|
376K
$17.6M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-130- 2.67% |
$5.63K - $6.37K
|
4.74K
$222K
|
|
|
Oct 27, 2025
Q3 2025
|
Sippican Capital Advisors
|
BUY
|
- |
1.66K+ 2.94% |
$71.9K - $81.3K
|
58.1K
$2.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
525+ 7.69% |
$22.7K - $25.7K
|
7.35K
$344K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.34K- 56.46% |
$58.1K - $65.7K
|
1.04K
$48.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.68K+ 39.55% |
$333K - $376K
|
27.1K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-28.2K- 33.34% |
$1.22M - $1.38M
|
56.3K
$2.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
SELL
|
- |
-1.14K- 14.99% |
$49.2K - $55.6K
|
6.44K
$301K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
5.11KNew |
$221K - $250K
|
5.11K
$239K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-329- 2.06% |
$14.2K - $16.1K
|
15.7K
$734K
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.54KNew |
$197K - $223K
|
4.54K
$213K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.45K- 19.54% |
$106K - $120K
|
10.1K
$472K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 27.5% |
$131K - $148K
|
7.98K
$373K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.4K+ 45.04% |
$191K - $215K
|
14.2K
$663K
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
200New |
$8.66K - $9.8K
|
200
$9.36K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
BUY
|
- |
1.31K+ 5.95% |
$56.9K - $64.4K
|
23.4K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.79KNew |
$207K - $235K
|
4.79K
$224K
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-521- 6.11% |
$22.6K - $25.5K
|
8.01K
$375K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-140- 0.43% |
$6.06K - $6.86K
|
32.2K
$1.51M
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
3.48K+ 14.52% |
$151K - $170K
|
27.4K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Keating Investment Counselors Inc
|
SELL
|
- |
-1.56K- 18.53% |
$67.6K - $76.4K
|
6.86K
$321K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-183K- 46.42% |
$7.92M - $8.96M
|
211K
$9.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-620- 12.02% |
$26.9K - $30.4K
|
4.54K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1.64KNew |
$71.2K - $80.5K
|
1.64K
$77K
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-10.3K- 15.64% |
$447K - $505K
|
55.6K
$2.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
32.5K+ 13.48% |
$1.41M - $1.59M
|
273K
$12.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-14.7K- 2.05% |
$637K - $720K
|
702K
$32.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-4.22K- 23.41% |
$183K - $207K
|
13.8K
$647K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-66- 1.02% |
$2.86K - $3.23K
|
6.38K
$299K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-425- 2.41% |
$18.4K - $20.8K
|
17.2K
$806K
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.24KNew |
$227K - $256K
|
5.24K
$245K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7+ 0.12% |
$303 - $343
|
5.84K
$273K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.48K- 8.1% |
$64.1K - $72.5K
|
16.8K
$786K
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
6.45KNew |
$279K - $316K
|
6.45K
$302K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.76K+ 2.33% |
$293K - $331K
|
296K
$13.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.15% |
$346 - $392
|
5.42K
$254K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
SELL
|
- |
-62.4K- 77.0% |
$2.7M - $3.06M
|
18.6K
$873K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10+ 1.28% |
$433 - $490
|
794
$37.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Mount Vernon Associates Inc
|
BUY
|
- |
700+ 2.25% |
$30.3K - $34.3K
|
31.8K
$1.49M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-238- 8.91% |
$10.3K - $11.7K
|
2.43K
$114K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-165- 2.85% |
$7.15K - $8.08K
|
5.62K
$263K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-532- 3.79% |
$23K - $26.1K
|
13.5K
$633K
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
11+ 0.16% |
$476 - $539
|
6.9K
$323K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-72- 35.64% |
$3.12K - $3.53K
|
130
$6.09K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-15- 1.62% |
$650 - $735
|
912
$42.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
47+ 4.4% |
$2.04K - $2.3K
|
1.11K
$52.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
97+ 7.62% |
$4.2K - $4.75K
|
1.37K
$64.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-207- 52.01% |
$8.97K - $10.1K
|
191
$8.94K
|
|