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
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.08K+ 8.94% |
$58K - $67.9K
|
13.1K
$630K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
1.07K+ 10.95% |
$57.6K - $67.4K
|
10.8K
$520K
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.05KNew |
$56.6K - $66.3K
|
1.05K
$50.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.05K+ 8.13% |
$56.5K - $66.2K
|
14K
$670K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.05K+ 24.64% |
$56.4K - $66.1K
|
5.3K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.04K+ 6.52% |
$56.2K - $65.8K
|
17K
$817K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.02K+ 2.62% |
$55.1K - $64.6K
|
40K
$1.92M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.02K+ 7.03% |
$55.1K - $64.5K
|
15.6K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1.02K+ 0.85% |
$54.9K - $64.3K
|
121K
$5.8M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
1.01K+ 1.41% |
$54.4K - $63.7K
|
72.6K
$3.49M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
1.01K+ 24.83% |
$54.2K - $63.4K
|
5.05K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1K+ 3.32% |
$54K - $63.2K
|
31.2K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Solitude Financial Services
|
BUY
|
- |
1K+ 9.7% |
$53.9K - $63.1K
|
11.3K
$543K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
995+ 2.76% |
$53.6K - $62.8K
|
37.1K
$1.78M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
993+ 6.51% |
$53.5K - $62.7K
|
16.3K
$780K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
982+ 3.35% |
$52.9K - $62K
|
30.3K
$1.45M
|
|
|
May 13, 2025
Q1 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
982+ 5.79% |
$52.9K - $62K
|
18K
$862K
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
979+ 16.84% |
$52.8K - $61.8K
|
6.79K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
977+ 2.7% |
$52.7K - $61.7K
|
37.2K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
973+ 2.09% |
$52.4K - $61.4K
|
47.5K
$2.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Udine Wealth Management, Inc.
|
BUY
|
- |
972+ 2.67% |
$52.4K - $61.3K
|
37.3K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
957+ 11.56% |
$51.6K - $60.4K
|
9.24K
$444K
|
|
|
Apr 07, 2025
Q1 2025
|
Nexus Investment Management Ulc
|
BUY
|
- |
953New |
$51.4K - $60.1K
|
953
$45.8K
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
940+ 3.53% |
$50.7K - $59.3K
|
27.5K
$1.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
938+ 3.04% |
$50.6K - $59.2K
|
31.8K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
934+ 18.59% |
$50.3K - $58.9K
|
5.96K
$286K
|
|
|
May 07, 2025
Q1 2025
|
Am Investment Strategies LLC
|
BUY
|
- |
933+ 1.1% |
$50.3K - $58.9K
|
86.1K
$4.13M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
927+ 3.61% |
$50K - $58.5K
|
26.6K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
917+ 10.82% |
$49.4K - $57.9K
|
9.39K
$451K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
911+ 15.07% |
$49.1K - $57.5K
|
6.96K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
910+ 11.44% |
$49K - $57.4K
|
8.87K
$426K
|
|
|
Apr 17, 2025
Q1 2025
|
Sentry LLC
Memphis, TN |
BUY
|
- |
901+ 5.25% |
$48.6K - $56.9K
|
18.1K
$868K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
900+ 22.99% |
$48.5K - $56.8K
|
4.82K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
875+ 8.34% |
$47.2K - $55.2K
|
11.4K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
875+ 3.45% |
$47.2K - $55.2K
|
26.2K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
871+ 3.14% |
$46.9K - $55K
|
28.6K
$1.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
869+ 1.35% |
$46.8K - $54.8K
|
65K
$3.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
862+ 5.89% |
$46.5K - $54.4K
|
15.5K
$744K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
858+ 3.47% |
$46.2K - $54.1K
|
25.5K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
856+ 8.49% |
$46.1K - $54K
|
10.9K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
854+ 18.92% |
$46K - $53.9K
|
5.37K
$258K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
853+ 0.79% |
$46K - $53.8K
|
109K
$5.23M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
846+ 4.96% |
$45.6K - $53.4K
|
17.9K
$860K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
840+ 4.0% |
$45.3K - $53K
|
21.8K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
835+ 13.83% |
$45K - $52.7K
|
6.87K
$330K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
830+ 18.71% |
$44.7K - $52.4K
|
5.27K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Humankind Investments LLC
|
BUY
|
- |
823+ 3.27% |
$44.4K - $51.9K
|
26K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
821+ 1.16% |
$44.3K - $51.8K
|
71.6K
$3.44M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
818+ 0.73% |
$44.1K - $51.6K
|
113K
$5.41M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
813+ 6.47% |
$43.8K - $51.3K
|
13.4K
$643K
|