Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rpoa Advisors, Inc.
Plano, TX |
BUY
|
- |
86.8K+ 0.67% |
$9.13M - $10.2M
|
13M
$1.37B
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
50.1K+ 21.59% |
$5.27M - $5.88M
|
282K
$29.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
18.1K+ 2.22% |
$1.91M - $2.13M
|
836K
$87.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.6K+ 25.18% |
$1.65M - $1.84M
|
77.7K
$8.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
5.16K+ 16.99% |
$543K - $605K
|
35.5K
$3.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
3.75KNew |
$395K - $440K
|
3.75K
$394K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.81K+ 4.55% |
$296K - $330K
|
64.6K
$6.79M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.33KNew |
$245K - $274K
|
2.33K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.01KNew |
$212K - $236K
|
2.01K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.01KNew |
$212K - $236K
|
2.01K
$211K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.78K+ 1.37% |
$188K - $209K
|
132K
$13.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.77K+ 28.73% |
$186K - $207K
|
7.91K
$832K
|
|
|
Apr 22, 2025
Q1 2025
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
742+ 4.24% |
$78.1K - $87.1K
|
18.2K
$1.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
285+ 11.72% |
$30K - $33.5K
|
2.72K
$286K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16New |
$1.68K - $1.88K
|
16
$1.68K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9+ 0.32% |
$947 - $1.06K
|
2.85K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14- 0.63% |
$1.47K - $1.64K
|
2.21K
$232K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-186- 1.69% |
$19.6K - $21.8K
|
10.8K
$1.13M
|