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
|
Mirador Capital Partners LP
|
BUY
|
- |
496+ 1.03% |
$21.9K - $29.6K
|
48.7K
$2.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
496+ 2.31% |
$21.9K - $29.6K
|
21.9K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
475+ 2.25% |
$21K - $28.3K
|
21.6K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
474+ 6.67% |
$20.9K - $28.3K
|
7.58K
$364K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
468+ 5.0% |
$20.6K - $27.9K
|
9.84K
$473K
|
|
|
Jul 16, 2025
Q2 2025
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
466+ 4.93% |
$20.6K - $27.8K
|
9.92K
$477K
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
458+ 4.48% |
$20.2K - $27.3K
|
10.7K
$513K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
435+ 5.57% |
$19.2K - $25.9K
|
8.25K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
422+ 0.22% |
$18.6K - $25.2K
|
192K
$9.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
409+ 0.86% |
$18K - $24.4K
|
48.1K
$2.31M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
407+ 9.45% |
$18K - $24.3K
|
4.72K
$227K
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
407+ 0.46% |
$18K - $24.3K
|
89.8K
$4.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
400New |
$17.6K - $23.8K
|
400
$19.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
395+ 7.53% |
$17.4K - $23.5K
|
5.64K
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
372+ 4.01% |
$16.4K - $22.2K
|
9.64K
$463K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
342+ 17.32% |
$15.1K - $20.4K
|
2.32K
$111K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
300New |
$13.2K - $17.9K
|
300
$14.4K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
295+ 1.38% |
$13K - $17.6K
|
21.7K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
292New |
$12.9K - $17.4K
|
292
$14K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
270+ 2.74% |
$11.9K - $16.1K
|
10.1K
$487K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
268+ 0.2% |
$11.8K - $16K
|
136K
$6.54M
|
|
|
Jul 21, 2025
Q2 2025
|
F&V Capital Management, LLC
|
BUY
|
- |
250+ 0.15% |
$11K - $14.9K
|
171K
$8.22M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
245+ 0.6% |
$10.8K - $14.6K
|
41.3K
$1.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
224+ 0.29% |
$9.88K - $13.4K
|
78.1K
$3.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
200+ 2.74% |
$8.82K - $11.9K
|
7.51K
$361K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
196+ 26.81% |
$8.65K - $11.7K
|
927
$44.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
178+ 37.47% |
$7.85K - $10.6K
|
653
$31.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
177+ 3.09% |
$7.81K - $10.5K
|
5.9K
$284K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
174+ 4.08% |
$7.68K - $10.4K
|
4.44K
$213K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
168+ 3.21% |
$7.41K - $10K
|
5.41K
$260K
|
|
|
Jul 16, 2025
Q2 2025
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
164+ 0.44% |
$7.24K - $9.77K
|
37.2K
$1.79M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
164+ 0.36% |
$7.24K - $9.77K
|
45.7K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
150+ 5.13% |
$6.62K - $8.94K
|
3.07K
$148K
|
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
150+ 0.99% |
$6.62K - $8.94K
|
15.3K
$737K
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
130+ 1.61% |
$5.74K - $7.75K
|
8.19K
$394K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
105+ 1.06% |
$4.63K - $6.26K
|
10.1K
$483K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
100+ 1.49% |
$4.41K - $5.96K
|
6.82K
$328K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
87+ 7.21% |
$3.84K - $5.19K
|
1.29K
$62.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
79+ 0.05% |
$3.49K - $4.71K
|
153K
$7.35M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
79+ 0.86% |
$3.49K - $4.71K
|
9.27K
$446K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
77+ 0.88% |
$3.4K - $4.59K
|
8.82K
$424K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
74+ 0.57% |
$3.26K - $4.41K
|
13.2K
$633K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
69+ 1.48% |
$3.04K - $4.11K
|
4.74K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
63+ 1.14% |
$2.78K - $3.75K
|
5.6K
$269K
|
|
|
Jul 16, 2025
Q2 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
57+ 0.64% |
$2.51K - $3.4K
|
8.93K
$429K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
51+ 0.42% |
$2.25K - $3.04K
|
12.3K
$592K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
45+ 21.33% |
$1.99K - $2.68K
|
256
$12.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
44+ 6.67% |
$1.94K - $2.62K
|
704
$33.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
41New |
$1.81K - $2.44K
|
41
$1.97K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
39+ 0.22% |
$1.72K - $2.32K
|
18K
$865K
|