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 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
304+ 6.68% |
$16.4K - $19.2K
|
4.85K
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
302+ 1.78% |
$16.3K - $19.1K
|
17.3K
$830K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
300+ 3.56% |
$16.2K - $18.9K
|
8.72K
$419K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
300+ 2.86% |
$16.2K - $18.9K
|
10.8K
$518K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
300+ 4.59% |
$16.2K - $18.9K
|
6.84K
$328K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
297+ 7.53% |
$16K - $18.7K
|
4.24K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
288+ 5.54% |
$15.5K - $18.2K
|
5.49K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
278+ 4.53% |
$15K - $17.5K
|
6.42K
$308K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
275+ 137.5% |
$14.8K - $17.4K
|
475
$22.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
275+ 27.64% |
$14.8K - $17.4K
|
1.27K
$61K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
274+ 1.34% |
$14.8K - $17.3K
|
20.6K
$992K
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
273+ 2.22% |
$14.7K - $17.2K
|
12.6K
$604K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
273+ 0.84% |
$14.7K - $17.2K
|
32.7K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
272+ 0.91% |
$14.7K - $17.2K
|
30.2K
$1.45M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
271+ 0.61% |
$14.6K - $17.1K
|
44.8K
$2.15M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
263+ 1.24% |
$14.2K - $16.6K
|
21.4K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
260+ 0.74% |
$14K - $16.4K
|
35.5K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
258+ 1.64% |
$13.9K - $16.3K
|
16K
$770K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
255+ 6.67% |
$13.7K - $16.1K
|
4.08K
$196K
|
|
|
May 07, 2025
Q1 2025
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
250+ 4.41% |
$13.5K - $15.8K
|
5.92K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
248+ 6.49% |
$13.4K - $15.7K
|
4.07K
$195K
|
|
|
Apr 25, 2025
Q1 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
247+ 2.68% |
$13.3K - $15.6K
|
9.46K
$454K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
246+ 5.75% |
$13.3K - $15.5K
|
4.52K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
241+ 1.01% |
$13K - $15.2K
|
24.1K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
233+ 0.57% |
$12.6K - $14.7K
|
40.8K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
232+ 4.11% |
$12.5K - $14.6K
|
5.88K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
231+ 66.0% |
$12.5K - $14.6K
|
581
$27.9K
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
BUY
|
- |
230+ 0.41% |
$12.4K - $14.5K
|
57K
$2.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
BUY
|
- |
225+ 2.52% |
$12.1K - $14.2K
|
9.15K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Ls Investment Advisors, LLC
|
BUY
|
- |
225+ 1.34% |
$12.1K - $14.2K
|
17K
$817K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
222+ 0.36% |
$12K - $14K
|
62.5K
$3M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
221+ 3.56% |
$11.9K - $13.9K
|
6.42K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
212+ 2.7% |
$11.4K - $13.4K
|
8.06K
$387K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
205+ 2.73% |
$11K - $12.9K
|
7.71K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
204+ 2.5% |
$11K - $12.9K
|
8.37K
$402K
|
|
|
May 13, 2025
Q1 2025
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
200+ 1.22% |
$10.8K - $12.6K
|
16.5K
$794K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
198New |
$10.7K - $12.5K
|
198
$9.51K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
196+ 1.27% |
$10.6K - $12.4K
|
15.7K
$753K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
196+ 0.34% |
$10.6K - $12.4K
|
57.3K
$2.75M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
195+ 3.73% |
$10.5K - $12.3K
|
5.42K
$260K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
193+ 1.01% |
$10.4K - $12.2K
|
19.3K
$927K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
193+ 0.36% |
$10.4K - $12.2K
|
54.1K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
192+ 1600.0% |
$10.3K - $12.1K
|
204
$9.8K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
190+ 1.53% |
$10.2K - $12K
|
12.6K
$604K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
183+ 2.98% |
$9.86K - $11.5K
|
6.32K
$304K
|
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
182+ 2.43% |
$9.81K - $11.5K
|
7.68K
$369K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
182+ 1.93% |
$9.81K - $11.5K
|
9.63K
$462K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
181+ 4.61% |
$9.76K - $11.4K
|
4.11K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
180+ 52.94% |
$9.7K - $11.4K
|
520
$25K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
179+ 3.03% |
$9.65K - $11.3K
|
6.08K
$292K
|