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 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.13K- 13.55% |
$49.9K - $67.3K
|
7.21K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.14K- 11.39% |
$50.4K - $68.1K
|
8.89K
$427K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.15K- 17.22% |
$50.7K - $68.5K
|
5.52K
$265K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.16K- 11.31% |
$51K - $68.9K
|
9.07K
$436K
|
|
|
Jul 15, 2025
Q2 2025
|
Penn Davis Mcfarland Inc
|
SELL
|
- |
-1.17K- 0.33% |
$51.8K - $69.9K
|
357K
$17.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-1.25K- 22.12% |
$55.2K - $74.5K
|
4.4K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-1.28K- 4.29% |
$56.3K - $76K
|
28.4K
$1.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.29K- 0.81% |
$57K - $77.1K
|
157K
$7.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.31K- 5.76% |
$57.9K - $78.2K
|
21.5K
$1.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.33K- 1.65% |
$58.7K - $79.3K
|
79.5K
$3.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.33K- 2.58% |
$58.7K - $79.3K
|
50.3K
$2.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.46K- 4.07% |
$64.5K - $87.2K
|
34.4K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.53K- 5.38% |
$67.5K - $91.1K
|
26.9K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.55K- 9.03% |
$68.5K - $92.5K
|
15.6K
$751K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-1.61K- 6.46% |
$71K - $95.9K
|
23.3K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.71K- 1.88% |
$75.3K - $102K
|
89.2K
$4.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Thomasville National Bank
|
SELL
|
- |
-1.74K- 9.19% |
$76.9K - $104K
|
17.2K
$827K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.84K- 6.61% |
$81K - $109K
|
25.9K
$1.25M
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-1.89K- 7.39% |
$83.4K - $113K
|
23.7K
$1.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.98K- 25.38% |
$87.5K - $118K
|
5.83K
$280K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.01K- 3.5% |
$88.8K - $120K
|
55.5K
$2.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.06K- 0.79% |
$91K - $123K
|
259K
$12.5M
|
|
|
Jul 14, 2025
Q2 2025
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-2.13K- 4.88% |
$93.9K - $127K
|
41.4K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.3K- 14.38% |
$101K - $137K
|
13.7K
$658K
|
|
|
Jul 08, 2025
Q2 2025
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-2.45K- 1.81% |
$108K - $146K
|
133K
$6.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.55K- 6.26% |
$113K - $152K
|
38.2K
$1.84M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.69K- 7.26% |
$119K - $160K
|
34.4K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.82K- 17.8% |
$124K - $168K
|
13K
$626K
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-3.02K- 17.55% |
$133K - $180K
|
14.2K
$683K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.07K- 4.58% |
$135K - $183K
|
64K
$3.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-3.32K- 30.61% |
$147K - $198K
|
7.54K
$362K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.43K- 2.15% |
$151K - $204K
|
156K
$7.49M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-3.44K- 37.62% |
$152K - $205K
|
5.71K
$274K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.75K- 59.07% |
$165K - $224K
|
2.6K
$125K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.8K- 14.49% |
$168K - $227K
|
22.4K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
SELL
|
- |
-4.5K- 8.84% |
$199K - $268K
|
46.4K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.98K- 15.96% |
$220K - $297K
|
26.2K
$1.26M
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.29K- 30.56% |
$233K - $315K
|
12K
$578K
|
|
|
Jul 10, 2025
Q2 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-5.44K- 31.46% |
$240K - $324K
|
11.8K
$569K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-5.62K- 41.46% |
$248K - $335K
|
7.94K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-5.7K- 29.35% |
$251K - $340K
|
13.7K
$659K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.99K- 16.96% |
$264K - $357K
|
29.3K
$1.41M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-6.15K- 16.23% |
$271K - $367K
|
31.7K
$1.53M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.42K- 6.05% |
$283K - $383K
|
99.6K
$4.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-6.47K- 7.95% |
$285K - $385K
|
74.9K
$3.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.02K- 25.74% |
$310K - $418K
|
20.2K
$973K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7.12K- 26.77% |
$314K - $424K
|
19.5K
$936K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-7.71K- 11.43% |
$340K - $459K
|
59.7K
$2.87M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-8.19K- 26.74% |
$362K - $488K
|
22.4K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.77K- 14.07% |
$387K - $523K
|
53.5K
$2.57M
|