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 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.31K+ 22.94% |
$340K - $398K
|
33.8K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.24K+ 3.46% |
$336K - $394K
|
186K
$8.96M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
6.22KNew |
$335K - $393K
|
6.22K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
6.17K+ 166.81% |
$333K - $390K
|
9.87K
$474K
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
6.15KNew |
$331K - $388K
|
6.15K
$296K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
6.11K+ 1.03% |
$329K - $386K
|
599K
$28.8M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.04K+ 16.16% |
$326K - $381K
|
43.4K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
5.98K+ 19.98% |
$322K - $378K
|
35.9K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.98K+ 25.18% |
$322K - $377K
|
29.7K
$1.43M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.81K+ 36.85% |
$313K - $367K
|
21.6K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.79K+ 2.74% |
$312K - $365K
|
217K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.77KNew |
$311K - $364K
|
5.77K
$277K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
5.6K+ 4.35% |
$302K - $353K
|
134K
$6.46M
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
5.54KNew |
$298K - $349K
|
5.54K
$266K
|
|
|
May 12, 2025
Q1 2025
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
5.44KNew |
$293K - $343K
|
5.44K
$261K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.4K+ 18.02% |
$291K - $340K
|
35.3K
$1.7M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.38K+ 16.39% |
$290K - $340K
|
38.2K
$1.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
5.36K+ 122.01% |
$289K - $338K
|
9.76K
$469K
|
|
|
Apr 17, 2025
Q1 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
5.31K+ 143.53% |
$286K - $335K
|
9K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.3KNew |
$285K - $334K
|
5.3K
$254K
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
5.24K+ 50.05% |
$282K - $331K
|
15.7K
$755K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.2KNew |
$280K - $328K
|
5.2K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
5.17KNew |
$278K - $326K
|
5.17K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
5.12K+ 0.2% |
$276K - $323K
|
2.58M
$124M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
5.07KNew |
$273K - $320K
|
5.07K
$244K
|
|
|
May 13, 2025
Q1 2025
|
One Ascent Investment Solutions LLC
Birmingham, AL |
BUY
|
- |
5.03KNew |
$271K - $317K
|
5.03K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
5.02K+ 7.07% |
$271K - $317K
|
76.1K
$3.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Aldrich Partners LLC
|
BUY
|
- |
4.96KNew |
$267K - $313K
|
4.96K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.77K+ 4.29% |
$257K - $301K
|
116K
$5.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
4.75K+ 29.43% |
$256K - $299K
|
20.9K
$1M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.74K+ 16.09% |
$256K - $299K
|
34.2K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.74KNew |
$255K - $299K
|
4.74K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4.73K+ 50.36% |
$255K - $299K
|
14.1K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
4.69K+ 4.19% |
$253K - $296K
|
116K
$5.6M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
4.67KNew |
$252K - $295K
|
4.67K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
4.67KNew |
$251K - $294K
|
4.67K
$224K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.65K+ 25.9% |
$251K - $294K
|
22.6K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.65K+ 32.66% |
$251K - $293K
|
18.9K
$907K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.61KNew |
$249K - $291K
|
4.61K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
4.59K+ 20.92% |
$247K - $289K
|
26.5K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.55K+ 129.41% |
$245K - $287K
|
8.07K
$388K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
BUY
|
- |
4.51KNew |
$243K - $285K
|
4.51K
$217K
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4.47KNew |
$241K - $282K
|
4.47K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
First Bank & Trust
|
BUY
|
- |
4.45K+ 7.38% |
$240K - $281K
|
64.7K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.41K+ 80.71% |
$238K - $278K
|
9.87K
$474K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.35KNew |
$235K - $275K
|
4.35K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.33K+ 9.94% |
$233K - $273K
|
47.8K
$2.3M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.33K+ 38.43% |
$233K - $273K
|
15.6K
$749K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
4.33KNew |
$233K - $273K
|
4.33K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
4.3K+ 38.26% |
$232K - $271K
|
15.5K
$747K
|