A detailed history of Cyndeo Wealth Partners, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 5,701 shares of BK stock, worth $432,249. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,701
Previous 5,419 5.2%
Holding current value
$432,249
Previous $324,000 26.23%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 18, 2024

BUY
$59.54 - $72.17 $16,790 - $20,351
282 Added 5.2%
5,701 $409,000
Q2 2024

Jul 30, 2024

BUY
$54.0 - $60.74 $50,490 - $56,791
935 Added 20.85%
5,419 $324,000
Q1 2024

Apr 16, 2024

SELL
$51.8 - $57.62 $16,783 - $18,668
-324 Reduced 6.74%
4,484 $258,000
Q4 2023

Jan 12, 2024

BUY
$41.18 - $52.22 $197,993 - $251,073
4,808 New
4,808 $250,000

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 $61.3B
  • 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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