Purchases and Sales Made in Q2 2025 in Bristol Myers Squibb CO (BMY)
This table provides information about the institutional ownership of Bristol Myers Squibb CO (BMY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.79K+ 59.39% |
$123K - $166K
|
7.48K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.7K+ 35.86% |
$119K - $161K
|
10.2K
$492K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.69K+ 59.69% |
$119K - $160K
|
7.19K
$346K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.43K+ 5.24% |
$107K - $145K
|
48.8K
$2.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.38K+ 16.06% |
$105K - $142K
|
17.2K
$825K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.37K+ 3.23% |
$104K - $141K
|
75.6K
$3.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.26K+ 13.51% |
$99.8K - $135K
|
19K
$913K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2.04K+ 28.92% |
$90.1K - $122K
|
9.1K
$438K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.03K+ 5.75% |
$89.5K - $121K
|
37.3K
$1.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.02K+ 17.81% |
$89.1K - $120K
|
13.4K
$642K
|
|
|
Jul 11, 2025
Q2 2025
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
2K+ 49.88% |
$88.2K - $119K
|
6.01K
$289K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.96K+ 4.98% |
$86.5K - $117K
|
41.4K
$1.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
1.91K+ 28.82% |
$84.3K - $114K
|
8.54K
$410K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.85K+ 26.61% |
$81.6K - $110K
|
8.8K
$423K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.82K+ 6.34% |
$80.2K - $108K
|
30.5K
$1.46M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.6K+ 6.62% |
$70.4K - $95.1K
|
25.7K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.57K+ 2.32% |
$69.4K - $93.8K
|
69.5K
$3.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.52K+ 499.67% |
$67.2K - $90.8K
|
1.83K
$87.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
1.44K+ 9.69% |
$63.5K - $85.8K
|
16.3K
$783K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.37K+ 41.06% |
$60.5K - $81.7K
|
4.71K
$226K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.3K+ 6.43% |
$57.5K - $77.7K
|
21.6K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
1.23K+ 21.11% |
$54.3K - $73.3K
|
7.06K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.15K+ 1.42% |
$50.7K - $68.5K
|
81.9K
$3.94M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.07K+ 2.32% |
$47.2K - $63.7K
|
47.1K
$2.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.07K+ 16.04% |
$47K - $63.5K
|
7.7K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.03K+ 1.86% |
$45.4K - $61.3K
|
56.4K
$2.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.02K+ 2.33% |
$45.1K - $61K
|
44.9K
$2.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1K+ 20.32% |
$44.2K - $59.7K
|
5.93K
$285K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
1K+ 4.69% |
$44.1K - $59.6K
|
22.3K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
980+ 12.09% |
$43.2K - $58.4K
|
9.09K
$437K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
972+ 24.53% |
$42.9K - $57.9K
|
4.93K
$237K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
899+ 71.98% |
$39.7K - $53.6K
|
2.15K
$103K
|
|
|
Jul 17, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
848+ 19.68% |
$37.4K - $50.5K
|
5.16K
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
824+ 17.35% |
$36.4K - $49.1K
|
5.57K
$268K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
823+ 2.07% |
$36.3K - $49.1K
|
40.5K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
776+ 12.95% |
$34.2K - $46.2K
|
6.77K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
747+ 18.36% |
$33K - $44.5K
|
4.82K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
BUY
|
- |
695+ 1.72% |
$30.7K - $41.4K
|
41K
$1.97M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
686+ 13.62% |
$30.3K - $40.9K
|
5.72K
$275K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
681+ 15.73% |
$30K - $40.6K
|
5.01K
$241K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
676+ 1.38% |
$29.8K - $40.3K
|
49.7K
$2.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
651+ 5.95% |
$28.7K - $38.8K
|
11.6K
$557K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
646+ 5.07% |
$28.5K - $38.5K
|
13.4K
$643K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
640+ 3.86% |
$28.2K - $38.1K
|
17.2K
$829K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
619+ 3.27% |
$27.3K - $36.9K
|
19.5K
$939K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
618+ 3.33% |
$27.3K - $36.8K
|
19.2K
$921K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
573+ 1.73% |
$25.3K - $34.2K
|
33.8K
$1.62M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
523+ 1.85% |
$23.1K - $31.2K
|
28.7K
$1.38M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
514+ 6.93% |
$22.7K - $30.6K
|
7.93K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
505+ 7.99% |
$22.3K - $30.1K
|
6.83K
$328K
|