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
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
178+ 1.74% |
$9.59K - $11.2K
|
10.4K
$487K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
175+ 3.08% |
$9.43K - $11K
|
5.85K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
175+ 1.29% |
$9.43K - $11K
|
13.7K
$641K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
175+ 583.33% |
$9.43K - $11K
|
205
$9.57K
|
|
|
Apr 11, 2025
Q1 2025
|
626 Financial, LLC
|
BUY
|
- |
173+ 1.72% |
$9.32K - $10.9K
|
10.2K
$477K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
172+ 0.94% |
$9.27K - $10.9K
|
18.5K
$866K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
171+ 3.01% |
$9.22K - $10.8K
|
5.86K
$274K
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
169+ 0.85% |
$9.11K - $10.7K
|
20K
$936K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
165+ 2.31% |
$8.89K - $10.4K
|
7.3K
$341K
|
|
|
Apr 30, 2025
Q1 2025
|
Aurdan Capital Management, LLC
Wayne, PA |
BUY
|
- |
163+ 1.63% |
$8.79K - $10.3K
|
10.2K
$475K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
163+ 1.22% |
$8.79K - $10.3K
|
13.6K
$634K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
163+ 2.36% |
$8.79K - $10.3K
|
7.07K
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
159+ 4.32% |
$8.57K - $10K
|
3.84K
$179K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
157+ 2.99% |
$8.46K - $9.91K
|
5.4K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
157+ 2.07% |
$8.46K - $9.91K
|
7.73K
$361K
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
156+ 3.93% |
$8.41K - $9.85K
|
4.13K
$193K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
156New |
$8.41K - $9.85K
|
156
$7.28K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
156+ 58.43% |
$8.41K - $9.85K
|
423
$19.7K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
152New |
$8.19K - $9.59K
|
152
$7.1K
|
|
|
May 15, 2025
Q1 2025
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
151New |
$8.14K - $9.53K
|
151
$7.05K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
150+ 3.3% |
$8.09K - $9.47K
|
4.7K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
148+ 0.45% |
$7.98K - $9.34K
|
32.8K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
146+ 0.23% |
$7.87K - $9.21K
|
64.5K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
144+ 6.45% |
$7.76K - $9.09K
|
2.38K
$111K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
140+ 0.26% |
$7.55K - $8.84K
|
54.7K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
140+ 1.96% |
$7.55K - $8.84K
|
7.3K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
138+ 20.26% |
$7.44K - $8.71K
|
819
$38.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
137+ 18.29% |
$7.38K - $8.65K
|
886
$41.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
133+ 0.3% |
$7.17K - $8.39K
|
44.9K
$2.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
132+ 2.92% |
$7.11K - $8.33K
|
4.65K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
132+ 17.86% |
$7.11K - $8.33K
|
871
$40.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
128New |
$6.9K - $8.08K
|
128
$5.98K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
125+ 195.31% |
$6.74K - $7.89K
|
189
$8.82K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
123+ 1.89% |
$6.63K - $7.76K
|
6.63K
$309K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
120+ 0.32% |
$6.47K - $7.57K
|
37.1K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
120+ 2.04% |
$6.47K - $7.57K
|
5.99K
$280K
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
119+ 0.87% |
$6.41K - $7.51K
|
13.8K
$644K
|
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
117+ 3.23% |
$6.31K - $7.38K
|
3.74K
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
BUY
|
- |
117+ 2.78% |
$6.31K - $7.38K
|
4.33K
$202K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
117+ 8.88% |
$6.31K - $7.38K
|
1.44K
$67K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
117+ 0.85% |
$6.31K - $7.38K
|
13.8K
$645K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
115+ 1.25% |
$6.2K - $7.26K
|
9.34K
$436K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
114+ 2.49% |
$6.14K - $7.19K
|
4.69K
$219K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
114+ 103.64% |
$6.14K - $7.19K
|
224
$10.5K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
111+ 0.32% |
$5.98K - $7.01K
|
35.3K
$1.65M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
110+ 0.55% |
$5.93K - $6.94K
|
20.3K
$946K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
108+ 2.09% |
$5.82K - $6.82K
|
5.28K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
107+ 2.08% |
$5.77K - $6.75K
|
5.26K
$245K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
106+ 7.35% |
$5.71K - $6.69K
|
1.55K
$72.3K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
106+ 0.77% |
$5.71K - $6.69K
|
13.8K
$645K
|