A detailed history of Daymark Wealth Partners, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Daymark Wealth Partners, LLC holds 6,599 shares of BK stock, worth $517,691. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,599
Previous 8,780 24.84%
Holding current value
$517,691
Previous $525,000 9.71%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 08, 2024

SELL
$59.54 - $72.17 $129,856 - $157,402
-2,181 Reduced 24.84%
6,599 $474,000
Q2 2024

Aug 14, 2024

SELL
$54.0 - $60.74 $98,334 - $110,607
-1,821 Reduced 17.18%
8,780 $525,000
Q1 2024

Apr 10, 2024

SELL
$51.8 - $57.62 $83,916 - $93,344
-1,620 Reduced 13.26%
10,601 $610,000
Q4 2023

Jan 09, 2024

BUY
$41.18 - $52.22 $15,607 - $19,791
379 Added 3.2%
12,221 $636,000
Q3 2023

Oct 10, 2023

SELL
$42.17 - $46.33 $19,651 - $21,589
-466 Reduced 3.79%
11,842 $505,000
Q2 2023

Jul 19, 2023

BUY
$39.67 - $46.36 $488,258 - $570,598
12,308 New
12,308 $547,000

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 Daymark Wealth Partners, LLC Portfolio

Follow Daymark Wealth Partners, 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 Daymark Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Daymark Wealth Partners, LLC with notifications on news.