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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
565+ 1.58% |
$30.5K - $35.7K
|
36.3K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
563+ 10.17% |
$30.3K - $35.5K
|
6.1K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
554+ 0.22% |
$29.9K - $35K
|
255K
$12.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Keystone Financial Planning, Inc.
|
BUY
|
- |
552+ 0.35% |
$29.8K - $34.8K
|
160K
$7.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
545+ 11.98% |
$29.4K - $34.4K
|
5.09K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
541New |
$29.2K - $34.1K
|
541
$26K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
540+ 11.48% |
$29.1K - $34.1K
|
5.25K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
540+ 8.78% |
$29.1K - $34.1K
|
6.69K
$321K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
537+ 9.84% |
$28.9K - $33.9K
|
5.99K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
535+ 0.59% |
$28.8K - $33.8K
|
90.9K
$4.37M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
527+ 6.62% |
$28.4K - $33.3K
|
8.49K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
518+ 3.16% |
$27.9K - $32.7K
|
16.9K
$811K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
515+ 2.63% |
$27.8K - $32.5K
|
20.1K
$963K
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
513+ 0.45% |
$27.7K - $32.4K
|
115K
$5.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
506+ 4.31% |
$27.3K - $31.9K
|
12.2K
$587K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
506+ 19.03% |
$27.3K - $31.9K
|
3.17K
$152K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
504New |
$27.2K - $31.8K
|
504
$24.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
500+ 5.74% |
$27K - $31.6K
|
9.21K
$442K
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
500+ 3.71% |
$27K - $31.6K
|
14K
$671K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
499+ 2.47% |
$26.9K - $31.5K
|
20.7K
$994K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
498+ 24.59% |
$26.8K - $31.4K
|
2.52K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
492+ 12.17% |
$26.5K - $31.1K
|
4.54K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
489+ 2.33% |
$26.4K - $30.9K
|
21.5K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
487+ 5.39% |
$26.2K - $30.7K
|
9.52K
$457K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
485+ 11.22% |
$26.1K - $30.6K
|
4.81K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
485+ 1.17% |
$26.1K - $30.6K
|
41.9K
$2.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
483+ 3.43% |
$26K - $30.5K
|
14.6K
$699K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
479+ 1.38% |
$25.8K - $30.2K
|
35.3K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
BUY
|
- |
479+ 1.01% |
$25.8K - $30.2K
|
48.1K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Emerald Advisors, LLC
|
BUY
|
- |
476+ 3.01% |
$25.7K - $30K
|
16.3K
$783K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
473+ 8.18% |
$25.5K - $29.9K
|
6.25K
$300K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
471+ 1.35% |
$25.4K - $29.7K
|
35.3K
$1.7M
|
|
|
May 05, 2025
Q1 2025
|
Souders Financial Advisors
|
BUY
|
- |
471+ 7.4% |
$25.4K - $29.7K
|
6.83K
$328K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
467+ 8.53% |
$25.2K - $29.5K
|
5.94K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
467+ 1.49% |
$25.2K - $29.5K
|
31.8K
$1.53M
|
|
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
467+ 6.41% |
$25.2K - $29.5K
|
7.75K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
466+ 2.53% |
$25.1K - $29.4K
|
18.9K
$906K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
461+ 0.99% |
$24.8K - $29.1K
|
47.1K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
461+ 11.88% |
$24.8K - $29.1K
|
4.34K
$209K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
452+ 51.42% |
$24.4K - $28.5K
|
1.33K
$63.9K
|
|
|
May 07, 2025
Q1 2025
|
Benedict Financial Advisors Inc
|
BUY
|
- |
444+ 0.67% |
$23.9K - $28K
|
66.6K
$3.2M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
442+ 0.46% |
$23.8K - $27.9K
|
96.4K
$4.63M
|
|
|
May 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
440+ 51.1% |
$23.7K - $27.8K
|
1.3K
$62.5K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
440+ 53.46% |
$23.7K - $27.8K
|
1.26K
$60.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
439+ 1.48% |
$23.7K - $27.7K
|
30.1K
$1.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
436+ 0.39% |
$23.5K - $27.5K
|
112K
$5.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
431+ 6.75% |
$23.2K - $27.2K
|
6.81K
$327K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
431+ 2.56% |
$23.2K - $27.2K
|
17.3K
$829K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
430+ 6.25% |
$23.2K - $27.1K
|
7.31K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
425+ 4.92% |
$22.9K - $26.8K
|
9.06K
$435K
|