A detailed history of Congress Wealth Management LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 77,380 shares of BK stock, worth $6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
77,380
Previous 50,762 52.44%
Holding current value
$6 Million
Previous $3.04 Million 82.89%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$59.54 - $72.17 $1.58 Million - $1.92 Million
26,618 Added 52.44%
77,380 $5.56 Million
Q2 2024

Aug 13, 2024

BUY
$54.0 - $60.74 $2.74 Million - $3.08 Million
50,762 New
50,762 $3.04 Million

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 $62.7B
  • 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
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