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 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
1.5K+ 7.57% |
$80.9K - $94.7K
|
21.3K
$996K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.5K+ 68.24% |
$80.9K - $94.7K
|
3.7K
$173K
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.5K+ 3.54% |
$80.9K - $94.7K
|
43.9K
$2.05M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.49K+ 15.21% |
$80.3K - $94K
|
11.3K
$527K
|
|
|
Apr 29, 2025
Q1 2025
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.49K+ 1.27% |
$80.1K - $93.8K
|
118K
$5.53M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.48K+ 7.93% |
$79.9K - $93.5K
|
20.2K
$942K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.47K+ 4.55% |
$79.3K - $92.9K
|
33.8K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
1.47K+ 25.88% |
$79.3K - $92.9K
|
7.16K
$334K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
1.47K+ 3.82% |
$79.2K - $92.8K
|
39.9K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.44K+ 34.3% |
$77.5K - $90.7K
|
5.63K
$263K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.43K+ 9.31% |
$77K - $90.2K
|
16.8K
$784K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.41K+ 10.44% |
$76K - $89K
|
14.9K
$696K
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
1.4K+ 6.6% |
$75.2K - $88K
|
22.5K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4K+ 7.97% |
$75.2K - $88K
|
18.9K
$882K
|
|
|
Apr 29, 2025
Q1 2025
|
Argyle Capital Management Inc.
|
BUY
|
- |
1.38K+ 2.05% |
$74.4K - $87.1K
|
68.7K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.37K+ 4.42% |
$74K - $86.6K
|
32.4K
$1.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 17.49% |
$73.6K - $86.2K
|
9.17K
$428K
|
|
|
May 07, 2025
Q1 2025
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 3.27% |
$72.9K - $85.3K
|
42.7K
$1.99M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 2.7% |
$72.7K - $85.1K
|
51.4K
$2.4M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.34K+ 15.47% |
$72.4K - $84.8K
|
10K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.33KNew |
$71.8K - $84.1K
|
1.33K
$62.2K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.31KNew |
$70.6K - $82.6K
|
1.31K
$61.1K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.31K+ 2.89% |
$70.3K - $82.4K
|
46.4K
$2.17M
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 27.81% |
$70.1K - $82K
|
5.97K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.29K+ 8.36% |
$69.5K - $81.4K
|
16.7K
$781K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
BUY
|
- |
1.29K+ 10.06% |
$69.3K - $81.1K
|
14.1K
$657K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.27K+ 4.79% |
$68.5K - $80.1K
|
27.8K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.26K+ 7.99% |
$68K - $79.6K
|
17.1K
$796K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1.26K+ 9.63% |
$67.8K - $79.3K
|
14.3K
$668K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.26K+ 9.83% |
$67.6K - $79.2K
|
14K
$655K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.25K+ 21.42% |
$67.2K - $78.6K
|
7.06K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Kerusso Capital Management LLC
Winston Salem, NC |
BUY
|
- |
1.24K+ 2.62% |
$66.7K - $78.1K
|
48.5K
$2.26M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.22K+ 623.98% |
$65.9K - $77.2K
|
1.42K
$66.3K
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
1.21K+ 3.27% |
$65.4K - $76.6K
|
38.3K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.2K+ 22.61% |
$64.5K - $75.5K
|
6.49K
$303K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
1.18K+ 1.59% |
$63.5K - $74.4K
|
75.2K
$3.51M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.18K+ 20.64% |
$63.5K - $74.3K
|
6.89K
$321K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.17K+ 3.43% |
$63.2K - $74K
|
35.4K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.17K+ 8.36% |
$62.9K - $73.6K
|
15.1K
$706K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.15K+ 20.4% |
$62.1K - $72.7K
|
6.8K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.13K+ 14.77% |
$60.9K - $71.3K
|
8.77K
$410K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.12K+ 1.29% |
$60.6K - $70.9K
|
87.9K
$4.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.12K+ 16.55% |
$60.1K - $70.4K
|
7.85K
$367K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.1KNew |
$59.3K - $69.5K
|
1.1K
$51.4K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.1K+ 0.41% |
$59K - $69.1K
|
265K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.09K+ 3.98% |
$59K - $69K
|
28.6K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.09K+ 187.8% |
$58.9K - $69K
|
1.68K
$78.2K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.08K+ 14.14% |
$58.4K - $68.3K
|
8.74K
$408K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.08K+ 2.75% |
$58.2K - $68.2K
|
40.3K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.08K+ 1.5% |
$58.2K - $68.1K
|
73.2K
$3.42M
|