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 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-805- 19.74% |
$35.5K - $48K
|
3.27K
$153K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2K+ 49.88% |
$88.2K - $119K
|
6.01K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
41New |
$1.81K - $2.44K
|
41
$1.92K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-852- 84.61% |
$37.6K - $50.8K
|
155
$7.26K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
87+ 7.21% |
$3.84K - $5.19K
|
1.29K
$60.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
400New |
$17.6K - $23.8K
|
400
$18.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-6- 15.79% |
$265 - $358
|
32
$1.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.14MNew |
$94.3M - $127M
|
2.14M
$100M
|
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-124- 9.47% |
$5.47K - $7.39K
|
1.19K
$55.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-255- 3.49% |
$11.3K - $15.2K
|
7.04K
$330K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
681+ 15.73% |
$30K - $40.6K
|
5.01K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.78K+ 128.87% |
$255K - $345K
|
10.3K
$481K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-506- 4.14% |
$22.3K - $30.2K
|
11.7K
$549K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-256- 2.25% |
$11.3K - $15.3K
|
11.1K
$520K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
35New |
$1.54K - $2.09K
|
35
$1.64K
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-181- 69.35% |
$7.99K - $10.8K
|
80
$3.74K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
174+ 4.08% |
$7.68K - $10.4K
|
4.44K
$208K
|
|
|
Jul 01, 2025
Q2 2025
|
Stonebridge Capital Management Inc
Los Angeles, CA |
SELL
|
- |
-600- 3.01% |
$26.5K - $35.8K
|
19.3K
$904K
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
79+ 0.86% |
$3.49K - $4.71K
|
9.27K
$434K
|
|
| Q1 2025 | |||||||
|
Jan 06, 2026
Q1 2025
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-414- 8.66% |
$22.3K - $26.1K
|
4.37K
$204K
|
|
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
2.49K+ 21.67% |
$134K - $157K
|
14K
$653K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-2.25K- 97.19% |
$121K - $142K
|
65
$3.04K
|
|
|
Aug 15, 2025
Q1 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
7.12KNew |
$384K - $449K
|
7.12K
$333K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.29KNew |
$69.7K - $81.6K
|
1.29K
$60.5K
|
|
|
Aug 08, 2025
Q1 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-158- 76.33% |
$8.52K - $9.97K
|
49
$2.29K
|
|
|
Jul 14, 2025
Q1 2025
|
Strategic Planning, Inc.
Columbus, OH |
BUY
|
- |
75.5KNew |
$4.07M - $4.76M
|
75.5K
$3.53M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125+ 195.31% |
$6.74K - $7.89K
|
189
$8.85K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
2.38KNew |
$128K - $150K
|
2.38K
$112K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-100- 13.3% |
$5.39K - $6.31K
|
652
$30.5K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.8K- 27.78% |
$97K - $114K
|
4.68K
$219K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
90+ 2.44% |
$4.85K - $5.68K
|
3.77K
$177K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 27.81% |
$70.1K - $82K
|
5.97K
$280K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
22.7K+ 176.66% |
$1.22M - $1.43M
|
35.5K
$1.66M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
19.9KNew |
$1.07M - $1.26M
|
19.9K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Integral Health Asset Management, LLC
|
SELL
|
- |
-250K- 71.43% |
$13.5M - $15.8M
|
100K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.5K+ 9.8% |
$135K - $158K
|
28K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-113- 59.16% |
$6.09K - $7.13K
|
78
$3.65K
|
|
|
May 15, 2025
Q1 2025
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-60.6K- 60.1% |
$3.27M - $3.82M
|
40.2K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.62K+ 15.41% |
$357K - $418K
|
49.6K
$2.32M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-1.62K- 20.48% |
$87.5K - $102K
|
6.3K
$295K
|
|
|
May 15, 2025
Q1 2025
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
45K+ 18.16% |
$2.43M - $2.84M
|
293K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-169- 4.37% |
$9.11K - $10.7K
|
3.7K
$173K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
461+ 11.88% |
$24.8K - $29.1K
|
4.34K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-4- 0.61% |
$216 - $252
|
647
$30.3K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
353KNew |
$19M - $22.3M
|
353K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
3.5KNew |
$189K - $221K
|
3.5K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Sofinnova Investments, Inc.
Menlo Park, CA |
BUY
|
- |
371KNew |
$20M - $23.4M
|
371K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11.1K+ 1.08% |
$601K - $704K
|
1.04M
$48.8M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
798New |
$43K - $50.4K
|
798
$37.4K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5+ 0.14% |
$270 - $316
|
3.54K
$166K
|
|