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 |
|---|---|---|---|---|---|---|---|
|
Apr 08, 2025
Q1 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-540- 8.91% |
$29.1K - $34.1K
|
5.52K
$258K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
953New |
$51.4K - $60.1K
|
953
$44.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
8New |
$431 - $505
|
8
$374
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 1000.0% |
$5.39K - $6.31K
|
110
$5.15K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
102+ 3.87% |
$5.5K - $6.44K
|
2.74K
$128K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.5KNew |
$189K - $221K
|
3.5K
$164K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
3.33KNew |
$180K - $210K
|
3.33K
$156K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
193+ 1.01% |
$10.4K - $12.2K
|
19.3K
$903K
|
|
| Q4 2024 | |||||||
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
SELL
|
- |
-31.6K- 33.99% |
$1.64M - $1.89M
|
61.3K
$2.87M
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
500New |
$26K - $30K
|
500
$23.4K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
752+ 14.09% |
$39K - $45.1K
|
6.09K
$285K
|
|
|
Dec 01, 2025
Q4 2024
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-3.32KClosed |
$172K - $199K
|
0
$0
|
|
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.67KNew |
$190K - $220K
|
3.67K
$172K
|
|
|
Aug 14, 2025
Q4 2024
|
Letson Investment Management, Inc.
Atlanta, GA |
SELL
|
- |
-86- 0.52% |
$4.47K - $5.15K
|
16.5K
$772K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
91New |
$4.72K - $5.45K
|
91
$4.26K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
394+ 1036.84% |
$20.5K - $23.6K
|
432
$20.2K
|
|
|
May 13, 2025
Q4 2024
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
12.9KNew |
$672K - $776K
|
12.9K
$606K
|
|
|
May 13, 2025
Q4 2024
|
Ccm Investment Group, LLC
Northfield, MN |
BUY
|
- |
7.87K+ 8.22% |
$409K - $472K
|
104K
$4.85M
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
530New |
$27.5K - $31.8K
|
530
$24.8K
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.11KNew |
$213K - $246K
|
4.11K
$192K
|
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
9.72KNew |
$505K - $583K
|
9.72K
$455K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
167New |
$8.67K - $10K
|
167
$7.82K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
4.17KNew |
$216K - $250K
|
4.17K
$195K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
64New |
$3.32K - $3.84K
|
64
$3K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
7.36KNew |
$382K - $441K
|
7.36K
$344K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
PUT |
6.7KNew |
$348K - $402K
|
6.7K
$314K
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-256- 38.21% |
$13.3K - $15.3K
|
414
$19.4K
|
|
|
Feb 24, 2025
Q4 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-200- 3.33% |
$10.4K - $12K
|
5.82K
$272K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
13+ 0.14% |
$675 - $779
|
9.63K
$451K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
54New |
$2.8K - $3.24K
|
54
$2.53K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
9.8KNew |
$509K - $588K
|
9.8K
$459K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
450New |
$23.4K - $27K
|
450
$21.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.44M+ 16.1% |
$75M - $86.6M
|
10.4M
$488M
|
|
|
Feb 14, 2025
Q4 2024
|
Wesleyan Assurance Society
Birmingham, X0 |
SELL
|
- |
-9.81K- 14.16% |
$509K - $588K
|
59.5K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Farallon Capital Management LLC
San Francisco, CA |
BUY
|
- |
3.19MNew |
$166M - $191M
|
3.19M
$149M
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$187K - $216K
|
3.6K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
125KNew |
$6.49M - $7.49M
|
125K
$5.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Bli Banque De Luxembourg Investments
Luxembourg City, N4 |
BUY
|
- |
247KNew |
$12.8M - $14.8M
|
247K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.4K+ 21.34% |
$72.6K - $83.8K
|
7.95K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
SELL
|
- |
-27- 0.45% |
$1.4K - $1.62K
|
5.96K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
156+ 2.61% |
$8.1K - $9.35K
|
6.13K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-115- 2.75% |
$5.97K - $6.89K
|
4.07K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-166K- 77.35% |
$8.6M - $9.93M
|
48.5K
$2.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
33.8KNew |
$1.75M - $2.03M
|
33.8K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
BUY
|
- |
28K+ 35.0% |
$1.45M - $1.68M
|
108K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Tri Locum Partners LP
New York, NY |
BUY
|
- |
355KNew |
$18.5M - $21.3M
|
355K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-444- 10.96% |
$23.1K - $26.6K
|
3.61K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
5.64KNew |
$293K - $338K
|
5.64K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Stem Point Capital LP
New York, NY |
SELL
|
- |
-109K- 39.68% |
$5.67M - $6.55M
|
166K
$7.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Exome Asset Management LLC
New York, NY |
SELL
|
- |
-12.8K- 16.41% |
$665K - $767K
|
65.2K
$3.05M
|
|