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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-4.12K- 26.45% |
$182K - $245K
|
11.4K
$536K
|
|
|
Jul 23, 2025
Q2 2025
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
3+ 0.07% |
$132 - $179
|
4.4K
$206K
|
|
|
Jul 22, 2025
Q2 2025
|
Peoples Bank
|
SELL
|
- |
-600- 11.07% |
$26.5K - $35.8K
|
4.82K
$226K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-140- 1.34% |
$6.18K - $8.34K
|
10.3K
$481K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
300New |
$13.2K - $17.9K
|
300
$14K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-5.64K- 28.72% |
$249K - $336K
|
14K
$656K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-82.3K- 47.4% |
$3.63M - $4.91M
|
91.4K
$4.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-500- 55.56% |
$22.1K - $29.8K
|
400
$18.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-213- 4.02% |
$9.4K - $12.7K
|
5.09K
$238K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
22.9K+ 104.26% |
$1.01M - $1.37M
|
44.9K
$2.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
220+ 0.4% |
$9.71K - $13.1K
|
54.9K
$2.57M
|
|
|
Jul 21, 2025
Q2 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-72- 1.45% |
$3.18K - $4.29K
|
4.89K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-750- 0.69% |
$33.1K - $44.7K
|
108K
$5.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-19.6K- 78.4% |
$865K - $1.17M
|
5.4K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
25.1KNew |
$1.11M - $1.5M
|
25.1K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.04KNew |
$45.8K - $61.8K
|
1.04K
$48.5K
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-1K- 5.24% |
$44.1K - $59.6K
|
18.1K
$847K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.39% |
$353 - $477
|
2.06K
$96.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.09K- 65.25% |
$48.2K - $65.1K
|
582
$27.2K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16+ 0.2% |
$706 - $954
|
7.84K
$367K
|
|
|
Jul 18, 2025
Q2 2025
|
Northstar Group, Inc.
|
SELL
|
- |
-217- 3.85% |
$9.57K - $12.9K
|
5.42K
$254K
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-562- 11.51% |
$24.8K - $33.5K
|
4.32K
$202K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
150+ 5.13% |
$6.62K - $8.94K
|
3.07K
$144K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-332K- 97.08% |
$14.6M - $19.8M
|
10K
$468K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-800- 47.03% |
$35.3K - $47.7K
|
901
$42.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-26- 0.88% |
$1.15K - $1.55K
|
2.92K
$137K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-405- 37.12% |
$17.9K - $24.1K
|
686
$32.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
33+ 0.67% |
$1.46K - $1.97K
|
4.99K
$233K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
458+ 4.48% |
$20.2K - $27.3K
|
10.7K
$500K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-97- 0.86% |
$4.28K - $5.78K
|
11.2K
$523K
|
|
|
Jul 16, 2025
Q2 2025
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-202K- 87.21% |
$8.91M - $12M
|
29.6K
$1.39M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
4.6KNew |
$203K - $274K
|
4.6K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-110- 1.89% |
$4.85K - $6.56K
|
5.73K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23New |
$1.01K - $1.37K
|
23
$1.08K
|
|
|
Jul 16, 2025
Q2 2025
|
Guardian Investment Management
|
SELL
|
- |
-350- 3.55% |
$15.4K - $20.9K
|
9.5K
$445K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-149- 3.29% |
$6.57K - $8.88K
|
4.38K
$205K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.07K+ 16.04% |
$47K - $63.5K
|
7.7K
$361K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-435- 0.18% |
$19.2K - $25.9K
|
240K
$11.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-24- 3.4% |
$1.06K - $1.43K
|
682
$31.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
5.53KNew |
$244K - $329K
|
5.53K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.1K- 11.9% |
$48.4K - $65.3K
|
8.12K
$380K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-5.7K- 29.35% |
$251K - $340K
|
13.7K
$642K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-378- 1.85% |
$16.7K - $22.5K
|
20K
$936K
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-292- 6.16% |
$12.9K - $17.4K
|
4.45K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-662- 2.54% |
$29.2K - $39.5K
|
25.4K
$1.19M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-30- 11.54% |
$1.32K - $1.79K
|
230
$10.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
CALL |
2.8KNew |
$124K - $167K
|
2.8K
$131K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-703- 30.49% |
$31K - $41.9K
|
1.6K
$75K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-45- 20.09% |
$1.99K - $2.68K
|
179
$8.38K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100- 3.46% |
$4.41K - $5.96K
|
2.79K
$131K
|
|