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 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-622- 6.78% |
$26.9K - $30.5K
|
8.55K
$400K
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-1.45K- 9.12% |
$62.6K - $70.8K
|
14.4K
$674K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
2.9KNew |
$126K - $142K
|
2.9K
$136K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
400+ 16.93% |
$17.3K - $19.6K
|
2.76K
$129K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
902+ 56.45% |
$39.1K - $44.2K
|
2.5K
$117K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
69+ 1.41% |
$2.99K - $3.38K
|
4.98K
$233K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-1.97K- 2.73% |
$85.3K - $96.5K
|
70.2K
$3.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.55K+ 3.75% |
$67.1K - $75.9K
|
42.9K
$2.01M
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-4K- 40.64% |
$173K - $196K
|
5.84K
$273K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$43.3 - $49
|
5.26K
$246K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
3.9K+ 3.94% |
$169K - $191K
|
103K
$4.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.66K+ 10.56% |
$245K - $277K
|
59.2K
$2.77M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
778+ 6.09% |
$33.7K - $38.1K
|
13.5K
$634K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
532+ 0.94% |
$23K - $26.1K
|
56.9K
$2.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-293- 4.53% |
$12.7K - $14.4K
|
6.18K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-36- 0.07% |
$1.56K - $1.76K
|
48.9K
$2.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-162- 0.47% |
$7.02K - $7.93K
|
34.1K
$1.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-28.3K- 82.78% |
$1.23M - $1.39M
|
5.89K
$276K
|
|
|
Oct 17, 2025
Q3 2025
|
Westhampton Capital, LLC
|
BUY
|
- |
400+ 1.64% |
$17.3K - $19.6K
|
24.8K
$1.16M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4.54K+ 17.68% |
$197K - $222K
|
30.2K
$1.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
4.96K+ 42.44% |
$215K - $243K
|
16.6K
$779K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.38K- 6.17% |
$59.9K - $67.7K
|
21K
$984K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
100+ 2.1% |
$4.33K - $4.9K
|
4.86K
$228K
|
|
|
Oct 17, 2025
Q3 2025
|
Fruth Investment Management
|
SELL
|
- |
-450- 2.79% |
$19.5K - $22K
|
15.7K
$734K
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
2.9K+ 5.47% |
$126K - $142K
|
55.9K
$2.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.12K- 12.97% |
$48.5K - $54.8K
|
7.51K
$352K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
102K+ 100.44% |
$4.43M - $5.01M
|
204K
$9.55M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
73+ 7.65% |
$3.16K - $3.58K
|
1.03K
$48.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-571- 11.18% |
$24.7K - $28K
|
4.54K
$212K
|
|
|
Oct 17, 2025
Q3 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.32K+ 13.66% |
$57K - $64.5K
|
11K
$513K
|
|
|
Oct 17, 2025
Q3 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
SELL
|
- |
-786- 8.92% |
$34K - $38.5K
|
8.03K
$376K
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-1.55K- 5.66% |
$66.9K - $75.7K
|
25.7K
$1.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
SELL
|
- |
-202- 1.51% |
$8.75K - $9.89K
|
13.2K
$618K
|
|
|
Oct 17, 2025
Q3 2025
|
Range Financial Group LLC
|
SELL
|
- |
-40.1K- 72.45% |
$1.73M - $1.96M
|
15.2K
$713K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
539+ 0.9% |
$23.3K - $26.4K
|
60.2K
$2.82M
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-32- 0.58% |
$1.39K - $1.57K
|
5.49K
$257K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-120- 0.96% |
$5.2K - $5.88K
|
12.3K
$577K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
494New |
$21.4K - $24.2K
|
494
$23.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-599- 11.5% |
$25.9K - $29.3K
|
4.61K
$216K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-413- 1.83% |
$17.9K - $20.2K
|
22.1K
$1.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.65K- 6.47% |
$115K - $130K
|
38.3K
$1.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
111K+ 231.18% |
$4.8M - $5.43M
|
159K
$7.43M
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7.54KNew |
$327K - $369K
|
7.54K
$353K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-545- 7.42% |
$23.6K - $26.7K
|
6.8K
$318K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
SELL
|
- |
-2.02K- 14.64% |
$87.4K - $98.8K
|
11.8K
$551K
|
|
|
Oct 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-378- 4.24% |
$16.4K - $18.5K
|
8.53K
$399K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
900+ 15.03% |
$39K - $44.1K
|
6.89K
$322K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 8.77% |
$217 - $245
|
62
$2.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-312- 2.89% |
$13.5K - $15.3K
|
10.5K
$491K
|
|
|
Oct 16, 2025
Q3 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.49K+ 4.42% |
$194K - $220K
|
106K
$4.96M
|
|