A detailed history of Bdo Wealth Advisors, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 598 shares of BK stock, worth $46,913. This represents 0.0% of its overall portfolio holdings.

Number of Shares
598
Previous 533 12.2%
Holding current value
$46,913
Previous $24,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

BUY
$39.67 - $46.36 $2,578 - $3,013
65 Added 12.2%
598 $26,000
Q2 2022

Aug 25, 2022

SELL
$40.6 - $49.51 $5,278 - $6,436
-130 Reduced 19.61%
533 $22,000
Q3 2021

Nov 09, 2021

SELL
$47.58 - $56.41 $74,319 - $88,112
-1,562 Reduced 70.2%
663 $34,000
Q2 2021

Sep 03, 2021

BUY
$46.07 - $52.3 $23,035 - $26,150
500 Added 28.99%
2,225 $114,000
Q1 2021

May 14, 2021

BUY
$39.82 - $47.86 $53,438 - $64,228
1,342 Added 350.39%
1,725 $82,000
Q3 2020

Nov 12, 2020

SELL
$33.14 - $38.97 $2,651 - $3,117
-80 Reduced 17.28%
383 $13,000
Q2 2018

Aug 27, 2018

BUY
$50.15 - $57.72 $19,207 - $22,106
383 Added 478.75%
463 $25,000
Q3 2017

Nov 08, 2017

BUY
$50.28 - $54.04 $4,022 - $4,323
80
80 $4,000

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 $63.4B
  • 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 Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, 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 Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.