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 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.04KNew |
$110K - $129K
|
2.04K
$95.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.02K+ 6.35% |
$109K - $128K
|
33.9K
$1.58M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2KNew |
$108K - $126K
|
2K
$93.4K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.99KNew |
$107K - $125K
|
1.99K
$92.8K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.99K+ 10.75% |
$107K - $125K
|
20.5K
$955K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.98K+ 7.38% |
$107K - $125K
|
28.7K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.98K+ 379.27% |
$107K - $125K
|
2.5K
$117K
|
|
|
Apr 21, 2025
Q1 2025
|
Advocate Group LLC
|
BUY
|
- |
1.97K+ 1.36% |
$106K - $125K
|
147K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 6.4% |
$106K - $124K
|
32.7K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.96K+ 10.61% |
$105K - $124K
|
20.4K
$952K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.95K+ 2.26% |
$105K - $123K
|
88K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
1.94K+ 7.7% |
$105K - $122K
|
27.1K
$1.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.93K+ 39.37% |
$104K - $122K
|
6.84K
$319K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1.91KNew |
$103K - $121K
|
1.91K
$89.3K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.88K+ 5.4% |
$101K - $119K
|
36.7K
$1.71M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.86KNew |
$100K - $117K
|
1.86K
$86.9K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.85K+ 10.93% |
$99.4K - $116K
|
18.7K
$874K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.84K+ 12.37% |
$99.3K - $116K
|
16.7K
$781K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 8.79% |
$98.3K - $115K
|
22.6K
$1.05M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.81K+ 10.91% |
$97.7K - $114K
|
18.4K
$860K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.79K+ 5.25% |
$96.3K - $113K
|
35.8K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
1.78K+ 22.54% |
$96.1K - $113K
|
9.7K
$453K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.78K+ 5.5% |
$96K - $112K
|
34.1K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.76KNew |
$95K - $111K
|
1.76K
$82.3K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.75K+ 5.11% |
$94.4K - $111K
|
36K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
1.75K+ 4.82% |
$94.1K - $110K
|
37.9K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.72K+ 22.22% |
$92.8K - $109K
|
9.47K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.71K+ 23.36% |
$92.3K - $108K
|
9.05K
$422K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
1.7K+ 14.55% |
$91.6K - $107K
|
13.4K
$625K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.7K+ 12.01% |
$91.6K - $107K
|
15.9K
$740K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.7K+ 3.1% |
$91.5K - $107K
|
56.4K
$2.63M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
1.69K+ 4.82% |
$90.8K - $106K
|
36.7K
$1.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.68K+ 3.38% |
$90.3K - $106K
|
51.2K
$2.39M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.67K+ 28.71% |
$90.2K - $106K
|
7.5K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.67K+ 4.23% |
$89.7K - $105K
|
41.1K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.65K+ 5.09% |
$88.8K - $104K
|
34K
$1.59M
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.65K+ 15.65% |
$88.8K - $104K
|
12.2K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
1.65K+ 11.07% |
$88.7K - $104K
|
16.5K
$771K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.65K+ 6.34% |
$88.7K - $104K
|
27.6K
$1.29M
|
|
|
May 06, 2025
Q1 2025
|
United Bank
|
BUY
|
- |
1.63K+ 8.05% |
$87.8K - $103K
|
21.9K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.59K+ 21.03% |
$85.8K - $100K
|
9.16K
$427K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.59KNew |
$85.5K - $100K
|
1.59K
$74.1K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.58K+ 28.11% |
$85.1K - $99.7K
|
7.2K
$336K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.58K+ 0.76% |
$85.1K - $99.7K
|
209K
$9.75M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.55K+ 8.73% |
$83.6K - $97.9K
|
19.3K
$902K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.54K+ 38.93% |
$83.1K - $97.3K
|
5.5K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
1.54KNew |
$83K - $97.1K
|
1.54K
$71.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.54K+ 88.57% |
$82.7K - $96.9K
|
3.27K
$153K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.53KNew |
$82.2K - $96.2K
|
1.53K
$71.2K
|
|
|
May 15, 2025
Q1 2025
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
1.51K+ 4.74% |
$81.3K - $95.2K
|
33.3K
$1.55M
|