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 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-324- 3.41% |
$17.5K - $20.4K
|
9.17K
$428K
|
|
|
May 12, 2025
Q1 2025
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-324- 0.84% |
$17.5K - $20.4K
|
38.5K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-324- 1.51% |
$17.5K - $20.4K
|
21.2K
$988K
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-325- 6.49% |
$17.5K - $20.5K
|
4.68K
$219K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-325- 2.54% |
$17.5K - $20.5K
|
12.4K
$581K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-328- 0.21% |
$17.7K - $20.7K
|
155K
$7.26M
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-329- 18.33% |
$17.7K - $20.8K
|
1.47K
$68.4K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-330- 18.18% |
$17.8K - $20.8K
|
1.49K
$69.3K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-336- 4.47% |
$18.1K - $21.2K
|
7.18K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-338- 5.95% |
$18.2K - $21.3K
|
5.35K
$250K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-338- 7.01% |
$18.2K - $21.3K
|
4.49K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-338- 4.3% |
$18.2K - $21.3K
|
7.52K
$351K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-338- 0.09% |
$18.2K - $21.3K
|
388K
$18.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-348- 4.25% |
$18.8K - $22K
|
7.84K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-352- 5.7% |
$19K - $22.2K
|
5.82K
$272K
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-355- 0.33% |
$19.1K - $22.4K
|
106K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-360- 1.52% |
$19.4K - $22.7K
|
23.3K
$1.09M
|
|
|
May 12, 2025
Q1 2025
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-374- 2.09% |
$20.2K - $23.6K
|
17.5K
$817K
|
|
|
May 07, 2025
Q1 2025
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-375- 2.76% |
$20.2K - $23.7K
|
13.2K
$617K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-385- 3.02% |
$20.8K - $24.3K
|
12.4K
$577K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
SELL
|
- |
-391- 92.22% |
$21.1K - $24.7K
|
33
$1.54K
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-395- 6.1% |
$21.3K - $24.9K
|
6.08K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-396- 6.95% |
$21.3K - $25K
|
5.3K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-398- 1.92% |
$21.5K - $25.1K
|
20.4K
$952K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-400- 8.33% |
$21.6K - $25.2K
|
4.4K
$205K
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-400- 3.19% |
$21.6K - $25.2K
|
12.1K
$567K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-400- 26.39% |
$21.6K - $25.2K
|
1.12K
$52.1K
|
|
|
May 15, 2025
Q1 2025
|
Haven Capital Group, Inc.
Camarillo, CA |
SELL
|
- |
-412- 4.54% |
$22.2K - $26K
|
8.66K
$405K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-413- 4.5% |
$22.3K - $26.1K
|
8.76K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-414- 0.15% |
$22.3K - $26.1K
|
273K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-425- 10.64% |
$22.9K - $26.8K
|
3.57K
$167K
|
|
|
May 08, 2025
Q1 2025
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-425- 0.67% |
$22.9K - $26.8K
|
63.1K
$2.95M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-428- 7.9% |
$23.1K - $27K
|
4.99K
$233K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-431- 3.21% |
$23.2K - $27.2K
|
13K
$607K
|
|
|
May 01, 2025
Q1 2025
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-432- 0.91% |
$23.3K - $27.3K
|
47.3K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-432- 10.93% |
$23.3K - $27.3K
|
3.52K
$164K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-434- 3.05% |
$23.4K - $27.4K
|
13.8K
$644K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-434- 1.37% |
$23.4K - $27.4K
|
31.2K
$1.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-435- 3.43% |
$23.4K - $27.5K
|
12.2K
$572K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-437- 5.98% |
$23.6K - $27.6K
|
6.87K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-444- 7.31% |
$23.9K - $28K
|
5.63K
$263K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-459- 4.86% |
$24.7K - $29K
|
8.99K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
SELL
|
- |
-460- 9.13% |
$24.8K - $29K
|
4.58K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-465- 6.12% |
$25.1K - $29.3K
|
7.14K
$333K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-471- 97.31% |
$25.4K - $29.7K
|
13
$607
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-472- 0.04% |
$25.4K - $29.8K
|
1.08M
$50.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-477- 2.46% |
$25.7K - $30.1K
|
18.9K
$882K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-479- 8.46% |
$25.8K - $30.2K
|
5.19K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-479- 7.49% |
$25.8K - $30.2K
|
5.92K
$276K
|
|
|
Apr 28, 2025
Q1 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-480- 0.45% |
$25.9K - $30.3K
|
106K
$4.95M
|