A detailed history of Allen Wealth Management, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Allen Wealth Management, LLC holds 25,253 shares of BK stock, worth $1.99 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
25,253
Previous 25,295 0.17%
Holding current value
$1.99 Million
Previous $1.51 Billion 19.79%
% of portfolio
1.26%
Previous 1.35%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

SELL
$59.54 - $72.17 $2,500 - $3,031
-42 Reduced 0.17%
25,253 $1.81 Billion
Q2 2024

Jul 19, 2024

SELL
$54.0 - $60.74 $19,440 - $21,866
-360 Reduced 1.4%
25,295 $1.51 Billion
Q1 2024

May 01, 2024

BUY
$51.8 - $57.62 $6,008 - $6,683
116 Added 0.45%
25,655 $1.48 Billion
Q4 2023

Feb 14, 2024

BUY
$41.18 - $52.22 $1.05 Million - $1.33 Million
25,539 New
25,539 $1.33 Billion

Others Institutions Holding BK

About Bank of New York Mellon Corp


  • Ticker BK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 808,280,000
  • Market Cap $63.8B
  • Description
  • The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting,...
More about BK
Track This Portfolio

Track Allen Wealth Management, LLC Portfolio

Follow Allen Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Allen Wealth Management, LLC with notifications on news.