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 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
58+ 0.89% |
$3.13K - $3.66K
|
6.57K
$307K
|
|
|
Apr 28, 2025
Q1 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
57+ 0.67% |
$3.07K - $3.6K
|
8.54K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
57+ 1.6% |
$3.07K - $3.6K
|
3.62K
$169K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
54+ 0.89% |
$2.91K - $3.41K
|
6.15K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
54+ 1.04% |
$2.91K - $3.41K
|
5.24K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
54+ 34.39% |
$2.91K - $3.41K
|
211
$9.85K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
53+ 0.01% |
$2.86K - $3.34K
|
408K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
53+ 1.29% |
$2.86K - $3.34K
|
4.16K
$194K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
52+ 0.52% |
$2.8K - $3.28K
|
10K
$469K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
52+ 192.59% |
$2.8K - $3.28K
|
79
$3.69K
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
52+ 0.58% |
$2.8K - $3.28K
|
9.06K
$423K
|
|
|
May 12, 2025
Q1 2025
|
Horan Securities, Inc.
|
BUY
|
- |
52+ 0.73% |
$2.8K - $3.28K
|
7.21K
$337K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
51+ 0.58% |
$2.75K - $3.22K
|
8.87K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
51+ 0.68% |
$2.75K - $3.22K
|
7.59K
$354K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
50+ 1.35% |
$2.7K - $3.16K
|
3.76K
$176K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
50+ 8.2% |
$2.7K - $3.16K
|
660
$30.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
50+ 0.28% |
$2.7K - $3.16K
|
18.2K
$847K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.83% |
$2.7K - $3.16K
|
6.06K
$283K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
44+ 0.75% |
$2.37K - $2.78K
|
5.89K
$275K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
41+ 0.19% |
$2.21K - $2.59K
|
21.6K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
41+ 1.08% |
$2.21K - $2.59K
|
3.84K
$179K
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
40+ 0.4% |
$2.16K - $2.52K
|
10.1K
$473K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 1.35% |
$2.1K - $2.46K
|
2.92K
$136K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
39+ 1.0% |
$2.1K - $2.46K
|
3.92K
$183K
|
|
|
May 05, 2025
Q1 2025
|
ETF Store, Inc.
|
BUY
|
- |
38+ 0.88% |
$2.05K - $2.4K
|
4.36K
$204K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
36+ 0.88% |
$1.94K - $2.27K
|
4.14K
$193K
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
36+ 0.24% |
$1.94K - $2.27K
|
15.2K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
36+ 0.71% |
$1.94K - $2.27K
|
5.1K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
35+ 0.99% |
$1.89K - $2.21K
|
3.57K
$166K
|
|
|
May 15, 2025
Q1 2025
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
35+ 0.47% |
$1.89K - $2.21K
|
7.44K
$347K
|
|
|
Jun 04, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
35+ 0.99% |
$1.89K - $2.21K
|
3.57K
$166K
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
34+ 0.59% |
$1.83K - $2.15K
|
5.78K
$270K
|
|
|
Apr 04, 2025
Q1 2025
|
Exeter Financial, LLC
|
BUY
|
- |
33+ 0.82% |
$1.78K - $2.08K
|
4.08K
$190K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
32+ 17.88% |
$1.72K - $2.02K
|
211
$9.85K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
30+ 0.3% |
$1.62K - $1.89K
|
10.1K
$473K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
30+ 0.26% |
$1.62K - $1.89K
|
11.4K
$531K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.2% |
$1.62K - $1.89K
|
15.2K
$709K
|
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
BUY
|
- |
29+ 0.46% |
$1.56K - $1.83K
|
6.34K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
28+ 0.64% |
$1.51K - $1.77K
|
4.41K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
28+ 0.57% |
$1.51K - $1.77K
|
4.95K
$231K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
28+ 0.7% |
$1.51K - $1.77K
|
4.01K
$187K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
27+ 1.63% |
$1.46K - $1.7K
|
1.68K
$78.5K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
26+ 0.27% |
$1.4K - $1.64K
|
9.69K
$452K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
25+ 0.45% |
$1.35K - $1.58K
|
5.55K
$259K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
25+ 0.44% |
$1.35K - $1.58K
|
5.65K
$264K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
23+ 2.48% |
$1.24K - $1.45K
|
952
$44.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
22+ 0.81% |
$1.19K - $1.39K
|
2.75K
$128K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
21+ 2.78% |
$1.13K - $1.33K
|
776
$36.2K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
21+ 262.5% |
$1.13K - $1.33K
|
29
$1.35K
|
|
|
Apr 23, 2025
Q1 2025
|
La Fleur & Godfrey LLC
|
BUY
|
- |
20+ 0.05% |
$1.08K - $1.26K
|
43.6K
$2.03M
|