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 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-608- 24.1% |
$26.8K - $36.2K
|
1.92K
$92K
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-611- 10.02% |
$27K - $36.4K
|
5.49K
$264K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-619- 1.62% |
$27.3K - $36.9K
|
37.6K
$1.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-654- 9.56% |
$28.9K - $39K
|
6.19K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-658- 11.92% |
$29K - $39.2K
|
4.86K
$234K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-662- 2.54% |
$29.2K - $39.5K
|
25.4K
$1.22M
|
|
|
Jul 09, 2025
Q2 2025
|
New England Research & Management, Inc.
|
SELL
|
- |
-700- 2.31% |
$30.9K - $41.7K
|
29.6K
$1.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-703- 30.49% |
$31K - $41.9K
|
1.6K
$77K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-709- 3.75% |
$31.3K - $42.3K
|
18.2K
$874K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-716- 8.97% |
$31.6K - $42.7K
|
7.27K
$349K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-740- 13.76% |
$32.6K - $44.1K
|
4.64K
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-740- 3.1% |
$32.6K - $44.1K
|
23.2K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-800- 14.28% |
$35.3K - $47.7K
|
4.8K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-800- 47.03% |
$35.3K - $47.7K
|
901
$43.3K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-805- 19.74% |
$35.5K - $48K
|
3.27K
$157K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-830- 4.74% |
$36.6K - $49.5K
|
16.7K
$801K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-832- 6.74% |
$36.7K - $49.6K
|
11.5K
$554K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-836- 14.06% |
$36.9K - $49.8K
|
5.11K
$246K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-843- 7.33% |
$37.2K - $50.2K
|
10.7K
$512K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-852- 84.61% |
$37.6K - $50.8K
|
155
$7.45K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-869- 1.34% |
$38.3K - $51.8K
|
64.2K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-900- 11.42% |
$39.7K - $53.6K
|
6.98K
$335K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-920- 15.89% |
$40.6K - $54.8K
|
4.87K
$234K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-950- 2.91% |
$41.9K - $56.6K
|
31.7K
$1.52M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-954- 14.7% |
$42.1K - $56.9K
|
5.54K
$266K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-967- 15.73% |
$42.7K - $57.6K
|
5.18K
$249K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-988- 8.37% |
$43.6K - $58.9K
|
10.8K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-988- 4.55% |
$43.6K - $58.9K
|
20.7K
$997K
|
|
|
Jul 18, 2025
Q2 2025
|
Westhampton Capital, LLC
|
SELL
|
- |
-1K- 3.93% |
$44.1K - $59.6K
|
24.4K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-1K- 5.24% |
$44.1K - $59.6K
|
18.1K
$870K
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-1K- 4.18% |
$44.1K - $59.6K
|
22.9K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1K- 5.02% |
$44.2K - $59.7K
|
19K
$911K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1K- 16.12% |
$44.2K - $59.7K
|
5.21K
$251K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-1.02K- 19.0% |
$44.8K - $60.6K
|
4.33K
$208K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-1.06K- 0.86% |
$46.8K - $63.2K
|
123K
$5.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.06K- 15.27% |
$46.9K - $63.3K
|
5.89K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.08K- 2.02% |
$47.6K - $64.2K
|
52.3K
$2.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-1.09K- 65.25% |
$48.2K - $65.1K
|
582
$28K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-1.1K- 11.9% |
$48.4K - $65.3K
|
8.12K
$390K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.1K- 10.17% |
$48.5K - $65.6K
|
9.72K
$467K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-1.11K- 8.32% |
$49.1K - $66.4K
|
12.3K
$590K
|
|
|
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
|