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 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-48- 1.24% |
$2.59K - $3.03K
|
3.84K
$179K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-48- 0.46% |
$2.59K - $3.03K
|
10.3K
$482K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-50- 4.0% |
$2.7K - $3.16K
|
1.2K
$56K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-50Closed |
$2.7K - $3.16K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 0.45% |
$2.7K - $3.16K
|
11.1K
$516K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-50- 0.78% |
$2.7K - $3.16K
|
6.36K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-52- 1.03% |
$2.8K - $3.28K
|
5K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-53- 0.44% |
$2.86K - $3.34K
|
12.1K
$566K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
SELL
|
- |
-55- 1.01% |
$2.96K - $3.47K
|
5.41K
$252K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-55- 0.86% |
$2.96K - $3.47K
|
6.32K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-59- 3.46% |
$3.18K - $3.72K
|
1.65K
$76.9K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-60- 0.67% |
$3.23K - $3.79K
|
8.94K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-60- 0.7% |
$3.23K - $3.79K
|
8.5K
$397K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-62- 2.69% |
$3.34K - $3.91K
|
2.25K
$105K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-64- 1.02% |
$3.45K - $4.04K
|
6.22K
$290K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-64- 0.8% |
$3.45K - $4.04K
|
7.91K
$369K
|
|
|
Apr 23, 2025
Q1 2025
|
Mill Capital Management, LLC
|
SELL
|
- |
-65- 0.14% |
$3.5K - $4.1K
|
47.5K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
SELL
|
- |
-66- 0.67% |
$3.56K - $4.17K
|
9.86K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-71- 1.52% |
$3.83K - $4.48K
|
4.6K
$215K
|
|
|
Apr 17, 2025
Q1 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-73- 1.17% |
$3.93K - $4.61K
|
6.18K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-74- 1.16% |
$3.99K - $4.67K
|
6.31K
$295K
|
|
|
Apr 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-75- 0.09% |
$4.04K - $4.73K
|
80.8K
$3.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Mount Vernon Associates Inc
|
SELL
|
- |
-75- 0.24% |
$4.04K - $4.73K
|
30.8K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-75- 0.37% |
$4.04K - $4.73K
|
20.2K
$941K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-78- 1.55% |
$4.2K - $4.92K
|
4.96K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-78- 97.5% |
$4.2K - $4.92K
|
2
$93.4
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-79- 0.5% |
$4.26K - $4.99K
|
15.8K
$740K
|
|
|
May 07, 2025
Q1 2025
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-82- 3.31% |
$4.42K - $5.18K
|
2.39K
$112K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-87- 1.97% |
$4.69K - $5.49K
|
4.33K
$202K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-88- 4.6% |
$4.74K - $5.55K
|
1.82K
$85.1K
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-89- 1.68% |
$4.8K - $5.62K
|
5.2K
$243K
|
|
|
May 12, 2025
Q1 2025
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-89- 2.06% |
$4.8K - $5.62K
|
4.23K
$197K
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-90- 0.19% |
$4.85K - $5.68K
|
47.5K
$2.22M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-91- 0.03% |
$4.9K - $5.74K
|
261K
$12.2M
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-93- 1.1% |
$5.01K - $5.87K
|
8.38K
$391K
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-95- 1.25% |
$5.12K - $6K
|
7.53K
$351K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-95- 1.3% |
$5.12K - $6K
|
7.2K
$336K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-95- 1.13% |
$5.12K - $6K
|
8.29K
$387K
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-97- 1.67% |
$5.23K - $6.12K
|
5.73K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Lathrop Investment Management Corp
|
SELL
|
- |
-98- 2.21% |
$5.28K - $6.18K
|
4.33K
$202K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-99- 0.93% |
$5.34K - $6.25K
|
10.5K
$490K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
SELL
|
- |
-99- 1.96% |
$5.34K - $6.25K
|
4.95K
$231K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 0.31% |
$5.39K - $6.31K
|
32.6K
$1.52M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-100- 4.57% |
$5.39K - $6.31K
|
2.09K
$97.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-100- 17.86% |
$5.39K - $6.31K
|
460
$21.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 5.55% |
$5.39K - $6.31K
|
1.7K
$79.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-100- 3.72% |
$5.39K - $6.31K
|
2.59K
$121K
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 1.66% |
$5.39K - $6.31K
|
5.93K
$277K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-100- 2.23% |
$5.39K - $6.31K
|
4.38K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-100- 19.05% |
$5.39K - $6.31K
|
425
$19.8K
|