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
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.07K+ 2.32% |
$47.2K - $63.7K
|
47.1K
$2.23M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.03K+ 1.86% |
$45.4K - $61.3K
|
56.4K
$2.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
1K+ 20.32% |
$44.2K - $59.7K
|
5.93K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Sky Investment Group LLC
|
BUY
|
- |
1K+ 4.69% |
$44.1K - $59.6K
|
22.3K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
972+ 24.53% |
$42.9K - $57.9K
|
4.93K
$234K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
899+ 71.98% |
$39.7K - $53.6K
|
2.15K
$102K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
823+ 2.07% |
$36.3K - $49.1K
|
40.5K
$1.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
747+ 18.36% |
$33K - $44.5K
|
4.82K
$228K
|
|
|
Jul 09, 2025
Q2 2025
|
Seneca House Advisors
|
BUY
|
- |
681+ 15.73% |
$30K - $40.6K
|
5.01K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
676+ 1.38% |
$29.8K - $40.3K
|
49.7K
$2.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
651+ 5.95% |
$28.7K - $38.8K
|
11.6K
$549K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
646+ 5.07% |
$28.5K - $38.5K
|
13.4K
$633K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
640+ 3.86% |
$28.2K - $38.1K
|
17.2K
$816K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
619+ 3.27% |
$27.3K - $36.9K
|
19.5K
$925K
|
|
|
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
$907K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
573+ 1.73% |
$25.3K - $34.2K
|
33.8K
$1.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
523+ 1.85% |
$23.1K - $31.2K
|
28.7K
$1.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
514+ 6.93% |
$22.7K - $30.6K
|
7.93K
$375K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
505+ 7.99% |
$22.3K - $30.1K
|
6.83K
$323K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
496+ 2.31% |
$21.9K - $29.6K
|
21.9K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
496+ 1.03% |
$21.9K - $29.6K
|
48.7K
$2.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
475+ 2.25% |
$21K - $28.3K
|
21.6K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
474+ 6.67% |
$20.9K - $28.3K
|
7.58K
$359K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
468+ 5.0% |
$20.6K - $27.9K
|
9.84K
$466K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
435+ 5.57% |
$19.2K - $25.9K
|
8.25K
$391K
|
|
|
Jul 14, 2025
Q2 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
422+ 0.22% |
$18.6K - $25.2K
|
192K
$9.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Wright Investors Service Inc
|
BUY
|
- |
407+ 0.46% |
$18K - $24.3K
|
89.8K
$4.25M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
407+ 9.45% |
$18K - $24.3K
|
4.72K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
400New |
$17.6K - $23.8K
|
400
$18.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
395+ 7.53% |
$17.4K - $23.5K
|
5.64K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
300New |
$13.2K - $17.9K
|
300
$14.2K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
295+ 1.38% |
$13K - $17.6K
|
21.7K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
292New |
$12.9K - $17.4K
|
292
$13.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
268+ 0.2% |
$11.8K - $16K
|
136K
$6.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
BUY
|
- |
245+ 0.6% |
$10.8K - $14.6K
|
41.3K
$1.96M
|
|
|
Jul 15, 2025
Q2 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
200+ 2.74% |
$8.82K - $11.9K
|
7.51K
$355K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
178+ 37.47% |
$7.85K - $10.6K
|
653
$30.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
177+ 3.09% |
$7.81K - $10.5K
|
5.9K
$279K
|
|
|
Jul 03, 2025
Q2 2025
|
First Hawaiian Bank
|
BUY
|
- |
174+ 4.08% |
$7.68K - $10.4K
|
4.44K
$210K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
168+ 3.21% |
$7.41K - $10K
|
5.41K
$256K
|
|
|
Jul 09, 2025
Q2 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
105+ 1.06% |
$4.63K - $6.26K
|
10.1K
$476K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
100+ 1.49% |
$4.41K - $5.96K
|
6.82K
$323K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
87+ 7.21% |
$3.84K - $5.19K
|
1.29K
$61.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Foundation Resource Management Inc
|
BUY
|
- |
79+ 0.05% |
$3.49K - $4.71K
|
153K
$7.24M
|
|
|
Jul 01, 2025
Q2 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
79+ 0.86% |
$3.49K - $4.71K
|
9.27K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
63+ 1.14% |
$2.78K - $3.75K
|
5.6K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
51+ 0.42% |
$2.25K - $3.04K
|
12.3K
$583K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
45+ 21.33% |
$1.99K - $2.68K
|
256
$12.1K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
41New |
$1.81K - $2.44K
|
41
$1.94K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
35New |
$1.54K - $2.09K
|
35
$1.66K
|