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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-100- 0.8% |
$5.39K - $6.31K
|
12.4K
$577K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-100- 1.9% |
$5.39K - $6.31K
|
5.15K
$240K
|
|
|
May 13, 2025
Q1 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-100- 2.48% |
$5.39K - $6.31K
|
3.93K
$183K
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-100- 0.53% |
$5.39K - $6.31K
|
18.7K
$874K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-100- 13.3% |
$5.39K - $6.31K
|
652
$30.4K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-102- 0.57% |
$5.5K - $6.44K
|
17.7K
$829K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-105- 2.97% |
$5.66K - $6.63K
|
3.43K
$160K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-107- 6.64% |
$5.77K - $6.75K
|
1.51K
$70.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
SELL
|
- |
-110- 0.54% |
$5.93K - $6.94K
|
20.1K
$939K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
SELL
|
- |
-110- 0.35% |
$5.93K - $6.94K
|
31.7K
$1.48M
|
|
|
Apr 30, 2025
Q1 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-110- 0.55% |
$5.93K - $6.94K
|
20K
$932K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-110- 2.81% |
$5.93K - $6.94K
|
3.8K
$177K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-110- 1.24% |
$5.93K - $6.94K
|
8.78K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-111- 1.94% |
$5.98K - $7.01K
|
5.6K
$262K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-111- 2.74% |
$5.98K - $7.01K
|
3.94K
$184K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-112- 1.5% |
$6.04K - $7.07K
|
7.34K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-113- 59.16% |
$6.09K - $7.13K
|
78
$3.64K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-114- 9.95% |
$6.14K - $7.19K
|
1.03K
$48.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-115- 1.78% |
$6.2K - $7.26K
|
6.35K
$296K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-117- 1.91% |
$6.31K - $7.38K
|
6K
$280K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-117- 29.92% |
$6.31K - $7.38K
|
274
$12.8K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-125- 3.06% |
$6.74K - $7.89K
|
3.96K
$185K
|
|
|
Jun 04, 2025
Q1 2025
|
Harold Davidson & Associates Inc.
Los Angeles, CA |
SELL
|
- |
-125- 1.08% |
$6.74K - $7.89K
|
11.5K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Uss Investment Management LTD
|
SELL
|
- |
-126- 0.04% |
$6.79K - $7.95K
|
354K
$16.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-127- 2.6% |
$6.85K - $8.01K
|
4.77K
$223K
|
|
|
Apr 22, 2025
Q1 2025
|
Palisade Asset Management, LLC
|
SELL
|
- |
-130- 0.64% |
$7.01K - $8.2K
|
20.2K
$942K
|
|
|
Apr 28, 2025
Q1 2025
|
Sippican Capital Advisors
|
SELL
|
- |
-130- 0.23% |
$7.01K - $8.2K
|
55.6K
$2.6M
|
|
|
May 12, 2025
Q1 2025
|
Everett Harris & CO
|
SELL
|
- |
-131- 1.02% |
$7.06K - $8.27K
|
12.7K
$592K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-132- 0.9% |
$7.11K - $8.33K
|
14.5K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-133- 1.61% |
$7.17K - $8.39K
|
8.11K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-133- 1.15% |
$7.17K - $8.39K
|
11.4K
$534K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-133- 1.9% |
$7.17K - $8.39K
|
6.87K
$321K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-139- 1.23% |
$7.49K - $8.77K
|
11.2K
$521K
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-142- 0.34% |
$7.65K - $8.96K
|
42.1K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-143- 0.72% |
$7.71K - $9.02K
|
19.6K
$915K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-143- 0.77% |
$7.71K - $9.02K
|
18.4K
$861K
|
|
|
May 05, 2025
Q1 2025
|
Auxano Advisors, LLC
|
SELL
|
- |
-144- 3.19% |
$7.76K - $9.09K
|
4.37K
$204K
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-145- 0.49% |
$7.82K - $9.15K
|
29.3K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-146- 0.86% |
$7.87K - $9.21K
|
16.7K
$781K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-146- 0.76% |
$7.87K - $9.21K
|
19.2K
$895K
|
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-148- 0.78% |
$7.98K - $9.34K
|
18.8K
$878K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-149- 1.18% |
$8.03K - $9.4K
|
12.5K
$583K
|
|
|
Apr 29, 2025
Q1 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-149- 1.74% |
$8.03K - $9.4K
|
8.41K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-150- 33.33% |
$8.09K - $9.47K
|
300
$14K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-151- 2.27% |
$8.14K - $9.53K
|
6.51K
$304K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-151- 8.42% |
$8.14K - $9.53K
|
1.64K
$76.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-152- 1.19% |
$8.19K - $9.59K
|
12.6K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-152- 4.16% |
$8.19K - $9.59K
|
3.5K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-153- 3.74% |
$8.25K - $9.66K
|
3.94K
$184K
|
|
|
Apr 08, 2025
Q1 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-154- 1.1% |
$8.3K - $9.72K
|
13.9K
$649K
|