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 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-620- 5.07% |
$33.4K - $39.1K
|
11.6K
$558K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-620- 53.17% |
$33.4K - $39.1K
|
546
$26.2K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-620- 9.24% |
$33.4K - $39.1K
|
6.09K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
SELL
|
- |
-630- 11.95% |
$34K - $39.8K
|
4.64K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-645- 2.65% |
$34.8K - $40.7K
|
23.7K
$1.14M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-647- 6.58% |
$34.9K - $40.8K
|
9.19K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-648- 31.41% |
$34.9K - $40.9K
|
1.42K
$68K
|
|
|
Apr 07, 2025
Q1 2025
|
Bath Savings Trust CO
|
SELL
|
- |
-650- 7.07% |
$35K - $41K
|
8.55K
$411K
|
|
|
Apr 16, 2025
Q1 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-652- 5.37% |
$35.1K - $41.1K
|
11.5K
$552K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-652- 2.7% |
$35.1K - $41.1K
|
23.5K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-653- 12.83% |
$35.2K - $41.2K
|
4.44K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-663- 1.1% |
$35.7K - $41.8K
|
59.8K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
SELL
|
- |
-666- 7.3% |
$35.9K - $42K
|
8.46K
$406K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-667- 1.72% |
$36K - $42.1K
|
38.2K
$1.84M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-669- 7.73% |
$36.1K - $42.2K
|
7.98K
$384K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-669- 6.19% |
$36.1K - $42.2K
|
10.1K
$487K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-670- 3.88% |
$36.1K - $42.3K
|
16.6K
$798K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-672- 0.63% |
$36.2K - $42.4K
|
106K
$5.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
SELL
|
- |
-679- 7.86% |
$36.6K - $42.9K
|
7.96K
$383K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-682- 5.78% |
$36.8K - $43K
|
11.1K
$534K
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-697- 19.29% |
$37.6K - $44K
|
2.92K
$140K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-698- 13.14% |
$37.6K - $44.1K
|
4.62K
$222K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-700- 0.63% |
$37.7K - $44.2K
|
110K
$5.27M
|
|
|
May 05, 2025
Q1 2025
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-700- 4.1% |
$37.7K - $44.2K
|
16.4K
$788K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-715- 4.46% |
$38.5K - $45.1K
|
15.3K
$736K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-717- 8.4% |
$38.6K - $45.2K
|
7.82K
$376K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-723- 5.06% |
$39K - $45.6K
|
13.6K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-724- 1.39% |
$39K - $45.7K
|
51.2K
$2.46M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-725- 0.65% |
$39.1K - $45.8K
|
111K
$5.32M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-725- 4.99% |
$39.1K - $45.8K
|
13.8K
$664K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-737- 15.22% |
$39.7K - $46.5K
|
4.11K
$197K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-738- 30.57% |
$39.8K - $46.6K
|
1.68K
$80.5K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-743- 4.54% |
$40K - $46.9K
|
15.6K
$751K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-750- 5.72% |
$40.4K - $47.3K
|
12.4K
$594K
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-750- 11.72% |
$40.4K - $47.3K
|
5.65K
$272K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-750- 1.46% |
$40.4K - $47.3K
|
50.5K
$2.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-755- 4.74% |
$40.7K - $47.6K
|
15.2K
$729K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-757- 5.26% |
$40.8K - $47.8K
|
13.6K
$655K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-772- 4.6% |
$41.6K - $48.7K
|
16K
$769K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-773- 4.35% |
$41.7K - $48.8K
|
17K
$817K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-777- 2.89% |
$41.9K - $49K
|
26.1K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-785- 4.51% |
$42.3K - $49.5K
|
16.6K
$798K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-787- 0.56% |
$42.4K - $49.7K
|
139K
$6.66M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
SELL
|
- |
-788- 2.12% |
$42.5K - $49.7K
|
36.4K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-790- 12.19% |
$42.6K - $49.9K
|
5.69K
$273K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-792- 7.44% |
$42.7K - $50K
|
9.86K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-796- 2.51% |
$42.9K - $50.2K
|
30.9K
$1.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Hedges Asset Management LLC
|
SELL
|
- |
-800- 2.19% |
$43.1K - $50.5K
|
35.8K
$1.72M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-800- 6.17% |
$43.1K - $50.5K
|
12.2K
$585K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-803- 8.02% |
$43.3K - $50.7K
|
9.21K
$443K
|