Purchases and Sales Made in Q1 2024 in Bny Mellon ETF Tr Us Large Cap (BKLC)
This table provides information about the institutional ownership of Bny Mellon ETF Tr Us Large Cap (BKLC) during Q1 2024. The information is specifically focused on institutions that hold shares of BNY MELLON ETF TR US LARGE CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
268K+ 22.81% |
$23.8M - $26.8M
|
1.45M
$162M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
18K+ 23.58% |
$1.6M - $1.8M
|
94.5K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.9K+ 45.63% |
$1.41M - $1.59M
|
50.7K
$5.68M
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
15KNew |
$1.33M - $1.5M
|
15K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 11.53% |
$1.33M - $1.5M
|
145K
$16.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 512.76% |
$1.02M - $1.15M
|
13.8K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
9.85K+ 19.17% |
$873K - $983K
|
61.2K
$6.85M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
8.32K+ 287.0% |
$738K - $831K
|
11.2K
$1.26M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.39K+ 335.56% |
$656K - $738K
|
9.59K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
5KNew |
$444K - $499K
|
5K
$559K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.29KNew |
$292K - $328K
|
3.29K
$368K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.26KNew |
$289K - $326K
|
3.26K
$365K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3KNew |
$266K - $299K
|
3K
$336K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.66K+ 0.35% |
$236K - $266K
|
757K
$84.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.64KNew |
$234K - $263K
|
2.64K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.5KNew |
$222K - $250K
|
2.5K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.25KNew |
$200K - $225K
|
2.25K
$252K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.2KNew |
$195K - $220K
|
2.2K
$246K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.17KNew |
$192K - $217K
|
2.17K
$243K
|
|
|
May 09, 2024
Q1 2024
|
Watchman Group, Inc.
Plano, TX |
BUY
|
- |
2.13KNew |
$189K - $212K
|
2.13K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.43K+ 2981.25% |
$127K - $143K
|
1.48K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31K+ 15.78% |
$116K - $131K
|
9.62K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.11K+ 34.78% |
$98.3K - $111K
|
4.29K
$480K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
900+ 10.51% |
$79.8K - $89.8K
|
9.46K
$1.06M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
831+ 40.7% |
$73.7K - $83K
|
2.87K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
724+ 13.48% |
$64.2K - $72.3K
|
6.1K
$682K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
557New |
$49.4K - $55.6K
|
557
$62.3K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
314+ 1.12% |
$27.9K - $31.3K
|
28.4K
$3.17M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
305+ 10.19% |
$27.1K - $30.4K
|
3.3K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
150New |
$13.3K - $15K
|
150
$16.8K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
147+ 1.25% |
$13K - $14.7K
|
11.9K
$1.33M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
106New |
$9.4K - $10.6K
|
106
$11.9K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
58New |
$5.15K - $5.79K
|
58
$6.49K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 4.02% |
$4.44K - $4.99K
|
1.29K
$145K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
32+ 1.04% |
$2.84K - $3.19K
|
3.12K
$348K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
16+ 0.51% |
$1.42K - $1.6K
|
3.16K
$353K
|
|
|
May 03, 2024
Q1 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
14+ 0.25% |
$1.24K - $1.4K
|
5.62K
$628K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-36- 0.02% |
$3.19K - $3.59K
|
200K
$22.4M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-54- 0.56% |
$4.79K - $5.39K
|
9.53K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-64- 0.38% |
$5.68K - $6.39K
|
16.8K
$1.88M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-171- 2.87% |
$15.2K - $17.1K
|
5.79K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-247- 14.26% |
$21.9K - $24.7K
|
1.49K
$166K
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-493- 25.74% |
$43.7K - $49.2K
|
1.42K
$159K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-711- 32.38% |
$63.1K - $71K
|
1.49K
$166K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-715- 5.58% |
$63.4K - $71.4K
|
12.1K
$1.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-878- 29.3% |
$77.9K - $87.6K
|
2.12K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.31K- 63.2% |
$205K - $231K
|
1.35K
$150K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.03K- 48.32% |
$269K - $302K
|
3.24K
$362K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.89K- 13.28% |
$434K - $489K
|
32K
$3.57M
|