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 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.07K+ 1.41% |
$166K - $194K
|
221K
$10.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
3.05K+ 9.54% |
$165K - $193K
|
35K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.05K+ 26.85% |
$164K - $192K
|
14.4K
$672K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.04K+ 6.93% |
$164K - $192K
|
46.9K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.03K+ 17.4% |
$163K - $191K
|
20.4K
$953K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.99K+ 5.94% |
$161K - $189K
|
53.4K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.95K+ 5.99% |
$159K - $186K
|
52.1K
$2.43M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
2.92K+ 19.69% |
$158K - $185K
|
17.8K
$830K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.9K+ 28.51% |
$157K - $183K
|
13.1K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
BUY
|
- |
2.87K+ 4.8% |
$155K - $181K
|
62.7K
$2.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
2.82K+ 6.33% |
$152K - $178K
|
47.3K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.78K+ 6.31% |
$150K - $175K
|
46.8K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
2.77K+ 7.69% |
$149K - $175K
|
38.8K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
2.76K+ 84.15% |
$149K - $174K
|
6.03K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
BUY
|
- |
2.74K+ 3.95% |
$148K - $173K
|
72.3K
$3.37M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.74K+ 5.31% |
$148K - $173K
|
54.3K
$2.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
2.7K+ 22.54% |
$145K - $170K
|
14.7K
$685K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
2.69K+ 8.46% |
$145K - $170K
|
34.5K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.68K+ 34.26% |
$145K - $169K
|
10.5K
$491K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.66K+ 3.56% |
$144K - $168K
|
77.5K
$3.62M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
2.66K+ 3.38% |
$143K - $168K
|
81.3K
$3.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
2.63K+ 10.15% |
$142K - $166K
|
28.5K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
BUY
|
- |
2.63K+ 2.76% |
$141K - $166K
|
97.7K
$4.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
2.61K+ 13.51% |
$141K - $165K
|
21.9K
$1.02M
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
2.58KNew |
$139K - $163K
|
2.58K
$120K
|
|
|
May 13, 2025
Q1 2025
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
2.56K+ 4.43% |
$138K - $162K
|
60.5K
$2.82M
|
|
|
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
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.49K+ 5.82% |
$134K - $157K
|
45.2K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.45K+ 0.07% |
$132K - $155K
|
3.47M
$162M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
2.44KNew |
$131K - $154K
|
2.44K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.42KNew |
$130K - $153K
|
2.42K
$113K
|
|
|
May 12, 2025
Q1 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.35K+ 26.13% |
$127K - $148K
|
11.3K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.34K+ 14.72% |
$126K - $147K
|
18.2K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.31KNew |
$124K - $146K
|
2.31K
$108K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.31KNew |
$124K - $146K
|
2.31K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
2.25K+ 37.58% |
$121K - $142K
|
8.25K
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.23K+ 6.48% |
$120K - $141K
|
36.7K
$1.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.21K+ 3.67% |
$119K - $139K
|
62.3K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.2K+ 0.86% |
$119K - $139K
|
259K
$12.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.18K+ 50.17% |
$117K - $137K
|
6.51K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.16K+ 9.08% |
$117K - $137K
|
26K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.16K+ 8.0% |
$117K - $137K
|
29.2K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 21.03% |
$115K - $135K
|
12.3K
$575K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
2.13K+ 45.02% |
$115K - $134K
|
6.86K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.1K+ 10.66% |
$113K - $133K
|
21.8K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
2.1K+ 4.23% |
$113K - $133K
|
51.7K
$2.42M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.08K+ 11.79% |
$112K - $131K
|
19.7K
$922K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.05K+ 3.45% |
$110K - $129K
|
61.4K
$2.87M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
2.05K+ 10.86% |
$110K - $129K
|
20.9K
$977K
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
2.05K+ 2.22% |
$110K - $129K
|
94.4K
$4.41M
|