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 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
35New |
$1.54K - $2.09K
|
35
$1.68K
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
33+ 0.67% |
$1.46K - $1.97K
|
4.99K
$240K
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
25+ 0.36% |
$1.1K - $1.49K
|
7.01K
$337K
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
25+ 8.25% |
$1.1K - $1.49K
|
328
$15.8K
|
|
Jul 14, 2025
Q2 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
23+ 0.23% |
$1.01K - $1.37K
|
9.88K
$475K
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
23New |
$1.01K - $1.37K
|
23
$1.11K
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
16+ 0.2% |
$706 - $954
|
7.84K
$377K
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
15+ 0.06% |
$662 - $894
|
23.9K
$1.15M
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
14+ 0.21% |
$618 - $834
|
6.53K
$314K
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.11% |
$485 - $656
|
10.4K
$500K
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
11+ 1.16% |
$485 - $656
|
963
$46.3K
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.39% |
$353 - $477
|
2.06K
$98.8K
|
|
Jul 01, 2025
Q2 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
6+ 1.43% |
$265 - $358
|
426
$20.5K
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
6+ 0.12% |
$265 - $358
|
5.11K
$245K
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
5+ 0.08% |
$221 - $298
|
6.35K
$305K
|
|
Jul 18, 2025
Q2 2025
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
3+ 1.12% |
$132 - $179
|
270
$13K
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.01% |
$88.2 - $119
|
16.3K
$785K
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2+ 0.04% |
$88.2 - $119
|
5.26K
$253K
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 1.47% |
$88.2 - $119
|
138
$6.63K
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.02% |
$44.1 - $59.6
|
5.21K
$250K
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-6- 15.79% |
$265 - $358
|
32
$1.54K
|
|
Jul 11, 2025
Q2 2025
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-11- 0.17% |
$485 - $656
|
6.48K
$311K
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-18- 8.91% |
$794 - $1.07K
|
184
$8.84K
|
|
Jul 21, 2025
Q2 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-22- 0.8% |
$971 - $1.31K
|
2.72K
$131K
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-23- 0.49% |
$1.01K - $1.37K
|
4.71K
$227K
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-24- 3.4% |
$1.06K - $1.43K
|
682
$32.8K
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-26- 89.66% |
$1.15K - $1.55K
|
3
$144
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
SELL
|
- |
-26- 0.88% |
$1.15K - $1.55K
|
2.92K
$140K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-30- 11.54% |
$1.32K - $1.79K
|
230
$11.1K
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-31- 0.65% |
$1.37K - $1.85K
|
4.72K
$227K
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-35- 0.42% |
$1.54K - $2.09K
|
8.4K
$404K
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-43- 4.13% |
$1.9K - $2.56K
|
998
$48K
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-45- 20.09% |
$1.99K - $2.68K
|
179
$8.6K
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-55- 0.39% |
$2.43K - $3.28K
|
14K
$672K
|
|
Jul 10, 2025
Q2 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-56- 1.04% |
$2.47K - $3.34K
|
5.35K
$257K
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-60- 0.37% |
$2.65K - $3.58K
|
16.2K
$778K
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-74- 1.36% |
$3.26K - $4.41K
|
5.38K
$259K
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-77- 4.22% |
$3.4K - $4.59K
|
1.75K
$83.9K
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-84- 0.17% |
$3.71K - $5.01K
|
48.9K
$2.35M
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-92- 0.96% |
$4.06K - $5.48K
|
9.5K
$457K
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
SELL
|
- |
-97- 0.86% |
$4.28K - $5.78K
|
11.2K
$537K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
SELL
|
- |
-100- 9.83% |
$4.41K - $5.96K
|
917
$44.1K
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-100- 3.46% |
$4.41K - $5.96K
|
2.79K
$134K
|
|
Jul 16, 2025
Q2 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-110- 1.89% |
$4.85K - $6.56K
|
5.73K
$275K
|
|
Jul 16, 2025
Q2 2025
|
Steph & CO
|
SELL
|
- |
-119- 1.11% |
$5.25K - $7.09K
|
10.6K
$511K
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-120- 1.87% |
$5.29K - $7.15K
|
6.29K
$302K
|
|
Jul 09, 2025
Q2 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
SELL
|
- |
-124- 9.47% |
$5.47K - $7.39K
|
1.19K
$57K
|
|
Jul 18, 2025
Q2 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-124- 1.89% |
$5.47K - $7.39K
|
6.43K
$309K
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-125- 0.7% |
$5.52K - $7.45K
|
17.7K
$848K
|
|
Jul 02, 2025
Q2 2025
|
Lvm Capital Management LTD
|
SELL
|
- |
-126- 0.91% |
$5.56K - $7.51K
|
13.8K
$662K
|