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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
458+ 7.71% |
$48.2K - $53.8K
|
6.4K
$731K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
396+ 12.57% |
$41.7K - $46.5K
|
3.55K
$405K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
299+ 24.0% |
$31.5K - $35.1K
|
1.55K
$177K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
285+ 11.72% |
$30K - $33.5K
|
2.72K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
268+ 4.73% |
$28.2K - $31.5K
|
5.94K
$679K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
222+ 4.6% |
$23.4K - $26.1K
|
5.05K
$577K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
195New |
$20.5K - $22.9K
|
195
$22.3K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
166New |
$17.5K - $19.5K
|
166
$19K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
150New |
$15.8K - $17.6K
|
150
$17.1K
|
|
|
May 13, 2025
Q1 2025
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
139+ 2.73% |
$14.6K - $16.3K
|
5.23K
$597K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
122+ 0.61% |
$12.8K - $14.3K
|
20.2K
$2.31M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
110+ 2.0% |
$11.6K - $12.9K
|
5.6K
$640K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
106+ 0.81% |
$11.2K - $12.4K
|
13.2K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
44New |
$4.63K - $5.17K
|
44
$5.03K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
16New |
$1.68K - $1.88K
|
16
$1.83K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9+ 0.32% |
$947 - $1.06K
|
2.85K
$325K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.49% |
$210 - $235
|
413
$47.2K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14- 0.63% |
$1.47K - $1.64K
|
2.21K
$252K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84- 2.06% |
$8.84K - $9.86K
|
4K
$456K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-86- 2.37% |
$9.05K - $10.1K
|
3.54K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-130- 1.1% |
$13.7K - $15.3K
|
11.7K
$1.33M
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-186- 1.69% |
$19.6K - $21.8K
|
10.8K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-200- 2.61% |
$21K - $23.5K
|
7.46K
$852K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-200- 6.96% |
$21K - $23.5K
|
2.67K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-229- 1.43% |
$24.1K - $26.9K
|
15.8K
$1.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-260- 16.83% |
$27.4K - $30.5K
|
1.29K
$147K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-289- 6.79% |
$30.4K - $33.9K
|
3.97K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-314- 9.45% |
$33K - $36.9K
|
3.01K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-444- 6.23% |
$46.7K - $52.1K
|
6.68K
$764K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.05K- 13.32% |
$426K - $476K
|
26.4K
$3.01M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.17K- 14.97% |
$544K - $607K
|
29.4K
$3.35M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.09K- 9.92% |
$852K - $950K
|
73.5K
$8.39M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.1K- 70.7% |
$1.06M - $1.18M
|
4.18K
$477K
|
|
|
May 15, 2025
Q1 2025
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-19.7K- 2.47% |
$2.07M - $2.31M
|
778K
$88.9M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-39.7K- 49.11% |
$4.18M - $4.66M
|
41.2K
$4.7M
|