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 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
20+ 0.86% |
$1.08K - $1.26K
|
2.35K
$113K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
19+ 0.39% |
$1.02K - $1.2K
|
4.88K
$234K
|
|
|
May 13, 2025
Q1 2025
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
19+ 0.11% |
$1.02K - $1.2K
|
16.7K
$804K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
19+ 20.88% |
$1.02K - $1.2K
|
110
$5.28K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
19+ 0.48% |
$1.02K - $1.2K
|
3.96K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
18+ 0.42% |
$970 - $1.14K
|
4.35K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
18+ 0.34% |
$970 - $1.14K
|
5.3K
$255K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
18+ 0.22% |
$970 - $1.14K
|
8.23K
$395K
|
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
15+ 0.22% |
$809 - $947
|
6.72K
$323K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
14+ 7.45% |
$755 - $884
|
202
$9.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
13+ 0.1% |
$701 - $820
|
12.5K
$600K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
12+ 23.53% |
$647 - $757
|
63
$3.03K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
12+ 0.95% |
$647 - $757
|
1.28K
$61.4K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
12New |
$647 - $757
|
12
$576
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 2.34% |
$647 - $757
|
524
$25.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
11+ 0.22% |
$593 - $694
|
5.1K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
11+ 64.71% |
$593 - $694
|
28
$1.34K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.04% |
$539 - $631
|
25.9K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
10+ 0.14% |
$539 - $631
|
7.37K
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
10+ 0.03% |
$539 - $631
|
35.9K
$1.72M
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
10New |
$539 - $631
|
10
$480
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
10+ 16.39% |
$539 - $631
|
71
$3.41K
|
|
|
May 15, 2025
Q1 2025
|
Birchview Capital, LP
Burlington, VT |
BUY
|
- |
10+ 0.0% |
$539 - $631
|
685K
$32.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
9+ 0.15% |
$485 - $568
|
5.99K
$288K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.09% |
$485 - $568
|
10.4K
$499K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9New |
$485 - $568
|
9
$432
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$485 - $568
|
9
$432
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
9+ 0.09% |
$485 - $568
|
10.5K
$505K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
8New |
$431 - $505
|
8
$384
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.19% |
$431 - $505
|
4.21K
$202K
|
|
|
Apr 22, 2025
Q1 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
8+ 0.11% |
$431 - $505
|
6.98K
$335K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
8+ 0.68% |
$431 - $505
|
1.19K
$57K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
7+ 0.69% |
$377 - $442
|
1.02K
$48.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.34% |
$377 - $442
|
2.05K
$98.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
7+ 0.26% |
$377 - $442
|
2.69K
$129K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.11% |
$377 - $442
|
6.52K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
7+ 0.15% |
$377 - $442
|
4.82K
$232K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
7New |
$377 - $442
|
7
$336
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
6+ 18.75% |
$323 - $379
|
38
$1.82K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6New |
$323 - $379
|
6
$288
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6+ 0.09% |
$323 - $379
|
6.73K
$323K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 0.09% |
$270 - $316
|
5.52K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
5+ 0.91% |
$270 - $316
|
557
$26.7K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
5+ 0.82% |
$270 - $316
|
613
$29.4K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
5+ 0.14% |
$270 - $316
|
3.54K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
5+ 0.04% |
$270 - $316
|
11.8K
$567K
|
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
4+ 0.96% |
$216 - $252
|
420
$20.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4+ 0.07% |
$216 - $252
|
6.12K
$294K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4+ 20.0% |
$216 - $252
|
24
$1.15K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
4+ 1.03% |
$216 - $252
|
393
$18.9K
|