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 13, 2025
Q1 2025
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-158- 7.62% |
$8.52K - $9.97K
|
1.92K
$89.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-159- 2.49% |
$8.57K - $10K
|
6.22K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-161- 2.94% |
$8.68K - $10.2K
|
5.32K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-167- 21.77% |
$9K - $10.5K
|
600
$28K
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-167- 3.17% |
$9K - $10.5K
|
5.1K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-169- 4.37% |
$9.11K - $10.7K
|
3.7K
$173K
|
|
|
May 14, 2025
Q1 2025
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-171- 0.32% |
$9.22K - $10.8K
|
52.9K
$2.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
SELL
|
- |
-175- 0.7% |
$9.43K - $11K
|
24.8K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-175- 0.52% |
$9.43K - $11K
|
33.3K
$1.55M
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-176- 0.95% |
$9.49K - $11.1K
|
18.4K
$857K
|
|
|
Apr 30, 2025
Q1 2025
|
Callahan Advisors, LLC
|
SELL
|
- |
-177- 2.06% |
$9.54K - $11.2K
|
8.4K
$392K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-177- 32.72% |
$9.54K - $11.2K
|
364
$17K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-181- 26.58% |
$9.76K - $11.4K
|
500
$23.3K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-184- 5.63% |
$9.92K - $11.6K
|
3.08K
$144K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-186- 1.06% |
$10K - $11.7K
|
17.3K
$808K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-187- 38.01% |
$10.1K - $11.8K
|
305
$14.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-189- 3.35% |
$10.2K - $11.9K
|
5.46K
$255K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-189- 2.96% |
$10.2K - $11.9K
|
6.19K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-190- 1.75% |
$10.2K - $12K
|
10.7K
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-191- 3.18% |
$10.3K - $12.1K
|
5.82K
$272K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-192- 2.4% |
$10.3K - $12.1K
|
7.81K
$365K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-193- 0.77% |
$10.4K - $12.2K
|
25K
$1.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-195- 4.01% |
$10.5K - $12.3K
|
4.67K
$218K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-196- 1.82% |
$10.6K - $12.4K
|
10.6K
$495K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
SELL
|
- |
-197- 3.5% |
$10.6K - $12.4K
|
5.44K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-197- 8.94% |
$10.6K - $12.4K
|
2.01K
$93.7K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-197- 0.93% |
$10.6K - $12.4K
|
20.9K
$976K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-198- 2.18% |
$10.7K - $12.5K
|
8.89K
$415K
|
|
|
Apr 08, 2025
Q1 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-199- 4.96% |
$10.7K - $12.6K
|
3.81K
$178K
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-200- 5.19% |
$10.8K - $12.6K
|
3.66K
$171K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-200- 23.64% |
$10.8K - $12.6K
|
646
$30.2K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-200- 5.06% |
$10.8K - $12.6K
|
3.75K
$175K
|
|
|
May 15, 2025
Q1 2025
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-200- 3.25% |
$10.8K - $12.6K
|
5.95K
$278K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-201- 0.22% |
$10.8K - $12.7K
|
89.4K
$4.17M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-204- 21.82% |
$11K - $12.9K
|
731
$34.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-205- 40.2% |
$11K - $12.9K
|
305
$14.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-207- 3.47% |
$11.2K - $13.1K
|
5.76K
$269K
|
|
|
Apr 23, 2025
Q1 2025
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-208- 4.29% |
$11.2K - $13.1K
|
4.65K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-209- 30.12% |
$11.3K - $13.2K
|
485
$22.6K
|
|
|
May 14, 2025
Q1 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-210- 2.5% |
$11.3K - $13.3K
|
8.19K
$382K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-212- 0.6% |
$11.4K - $13.4K
|
35.2K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-212- 2.51% |
$11.4K - $13.4K
|
8.24K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-214- 86.29% |
$11.5K - $13.5K
|
34
$1.59K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-215- 1.12% |
$11.6K - $13.6K
|
18.9K
$885K
|
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-215- 0.42% |
$11.6K - $13.6K
|
50.4K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Renasant Bank
|
SELL
|
- |
-216- 4.41% |
$11.6K - $13.6K
|
4.68K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-217- 2.92% |
$11.7K - $13.7K
|
7.21K
$337K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-220- 0.54% |
$11.9K - $13.9K
|
40.3K
$1.88M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-223- 1.9% |
$12K - $14.1K
|
11.5K
$537K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-226- 1.8% |
$12.2K - $14.3K
|
12.3K
$576K
|