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 14, 2025
Q1 2025
|
Madden Securities Corp
|
BUY
|
- |
105+ 1.1% |
$5.66K - $6.63K
|
9.68K
$452K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
102+ 3.87% |
$5.5K - $6.44K
|
2.74K
$128K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
102+ 25.37% |
$5.5K - $6.44K
|
504
$23.5K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100+ 1000.0% |
$5.39K - $6.31K
|
110
$5.14K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
100+ 10.09% |
$5.39K - $6.31K
|
1.09K
$50.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
98+ 2.28% |
$5.28K - $6.18K
|
4.4K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
98+ 124.05% |
$5.28K - $6.18K
|
177
$8.26K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
97+ 0.94% |
$5.23K - $6.12K
|
10.4K
$484K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
95+ 31.77% |
$5.12K - $6K
|
394
$18.4K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
95+ 0.86% |
$5.12K - $6K
|
11.2K
$523K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
94+ 0.51% |
$5.07K - $5.93K
|
18.4K
$859K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
93+ 0.39% |
$5.01K - $5.87K
|
23.8K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
90+ 2.3% |
$4.85K - $5.68K
|
4K
$187K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
90+ 0.69% |
$4.85K - $5.68K
|
13.1K
$611K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
90+ 2.44% |
$4.85K - $5.68K
|
3.77K
$176K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
88+ 1.71% |
$4.74K - $5.55K
|
5.24K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
88+ 0.26% |
$4.74K - $5.55K
|
33.5K
$1.56M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
85+ 0.73% |
$4.58K - $5.36K
|
11.7K
$545K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
83+ 0.22% |
$4.47K - $5.24K
|
37.8K
$1.77M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
82+ 0.77% |
$4.42K - $5.18K
|
10.8K
$503K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
81+ 1.86% |
$4.37K - $5.11K
|
4.43K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
79+ 1.01% |
$4.26K - $4.99K
|
7.93K
$370K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
78+ 0.82% |
$4.2K - $4.92K
|
9.63K
$450K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
77+ 1.19% |
$4.15K - $4.86K
|
6.56K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
77+ 0.08% |
$4.15K - $4.86K
|
96.7K
$4.52M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
75+ 3.95% |
$4.04K - $4.73K
|
1.98K
$92.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
75+ 1.26% |
$4.04K - $4.73K
|
6.02K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
75+ 0.36% |
$4.04K - $4.73K
|
20.8K
$972K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
75+ 0.42% |
$4.04K - $4.73K
|
17.9K
$836K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
72+ 0.9% |
$3.88K - $4.54K
|
8.06K
$376K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
72+ 0.41% |
$3.88K - $4.54K
|
17.5K
$817K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
72+ 0.27% |
$3.88K - $4.54K
|
26.5K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
71+ 1.44% |
$3.83K - $4.48K
|
5.01K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
70+ 1.53% |
$3.77K - $4.42K
|
4.64K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
70+ 0.82% |
$3.77K - $4.42K
|
8.57K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
70+ 1.58% |
$3.77K - $4.42K
|
4.49K
$210K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
68+ 0.85% |
$3.67K - $4.29K
|
8.03K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
66+ 0.81% |
$3.56K - $4.17K
|
8.2K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Todd Asset Management LLC
|
BUY
|
- |
66+ 1.15% |
$3.56K - $4.17K
|
5.83K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
64+ 0.68% |
$3.45K - $4.04K
|
9.45K
$441K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
64+ 26.78% |
$3.45K - $4.04K
|
303
$14.1K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
64+ 0.84% |
$3.45K - $4.04K
|
7.65K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
63+ 0.03% |
$3.4K - $3.98K
|
214K
$10M
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
62+ 1.36% |
$3.34K - $3.91K
|
4.63K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
62New |
$3.34K - $3.91K
|
62
$2.89K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
62+ 0.59% |
$3.34K - $3.91K
|
10.5K
$490K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
61+ 15.6% |
$3.29K - $3.85K
|
452
$21.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 0.64% |
$3.23K - $3.79K
|
9.47K
$442K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
60+ 0.42% |
$3.23K - $3.79K
|
14.4K
$674K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
60+ 1.69% |
$3.23K - $3.79K
|
3.61K
$169K
|