Purchases and Sales Made in Q1 2025 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q1 2025. The information is specifically focused on institutions that hold shares of BRISTOL MYERS SQUIBB CO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.52KNew |
$190K - $222K
|
3.52K
$165K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.5KNew |
$189K - $221K
|
3.5K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
3.5KNew |
$189K - $221K
|
3.5K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.5K+ 5.99% |
$189K - $221K
|
61.9K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
3.49KNew |
$188K - $220K
|
3.49K
$163K
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.47KNew |
$187K - $219K
|
3.47K
$162K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.47KNew |
$187K - $219K
|
3.47K
$162K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
BUY
|
- |
3.47KNew |
$187K - $219K
|
3.47K
$162K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
3.46K+ 18.65% |
$186K - $218K
|
22K
$1.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.45K+ 58.41% |
$186K - $218K
|
9.37K
$437K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
3.45KNew |
$186K - $218K
|
3.45K
$161K
|
|
|
May 05, 2025
Q1 2025
|
St. Louis Trust CO
|
BUY
|
- |
3.45K+ 11.62% |
$186K - $218K
|
33.2K
$1.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.45K+ 8.2% |
$186K - $218K
|
45.5K
$2.13M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3.44KNew |
$186K - $217K
|
3.44K
$161K
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
3.44KNew |
$185K - $217K
|
3.44K
$161K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
3.42K+ 21.4% |
$184K - $216K
|
19.4K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.42K+ 341.18% |
$184K - $216K
|
4.43K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.41KNew |
$184K - $215K
|
3.41K
$159K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.41KNew |
$184K - $215K
|
3.41K
$159K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
BUY
|
- |
3.4KNew |
$183K - $215K
|
3.4K
$159K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.4K+ 50.37% |
$183K - $215K
|
10.2K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
3.39KNew |
$183K - $214K
|
3.39K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.38KNew |
$182K - $214K
|
3.38K
$158K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.38KNew |
$182K - $214K
|
3.38K
$158K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.38K+ 3.02% |
$182K - $213K
|
115K
$5.39M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
3.38KNew |
$182K - $213K
|
3.38K
$158K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.36KNew |
$181K - $212K
|
3.36K
$157K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.34K+ 3.9% |
$180K - $211K
|
89.1K
$4.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.34KNew |
$180K - $211K
|
3.34K
$156K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
3.34KNew |
$180K - $211K
|
3.34K
$156K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
BUY
|
- |
3.33KNew |
$180K - $210K
|
3.33K
$156K
|
|
|
May 13, 2025
Q1 2025
|
Collar Capital Management, LLC
Appleton, WI |
BUY
|
- |
3.33KNew |
$179K - $210K
|
3.33K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.32KNew |
$179K - $210K
|
3.32K
$155K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.32K+ 12.14% |
$179K - $210K
|
30.7K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.32K+ 36.73% |
$179K - $209K
|
12.3K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
3.32KNew |
$179K - $209K
|
3.32K
$155K
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.31KNew |
$179K - $209K
|
3.31K
$155K
|
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.31KNew |
$178K - $209K
|
3.31K
$154K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.3KNew |
$178K - $208K
|
3.3K
$154K
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.3KNew |
$178K - $208K
|
3.3K
$154K
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
3.3KNew |
$178K - $208K
|
3.3K
$154K
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.29K+ 33.14% |
$177K - $208K
|
13.2K
$618K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
3.28KNew |
$177K - $207K
|
3.28K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.25K+ 33.75% |
$175K - $205K
|
12.9K
$601K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.23K+ 3.14% |
$174K - $204K
|
106K
$4.95M
|
|
|
May 14, 2025
Q1 2025
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
3.2K+ 1.01% |
$172K - $202K
|
319K
$14.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.19K+ 5.73% |
$172K - $201K
|
58.9K
$2.75M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.16K+ 13.11% |
$170K - $199K
|
27.3K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
3.14K+ 1.39% |
$169K - $198K
|
228K
$10.7M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.09K+ 1.85% |
$167K - $195K
|
170K
$7.94M
|