A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 3,112 shares of BK stock, worth $247,933. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,112
Previous 4,036 22.89%
Holding current value
$247,933
Previous $241,000 7.47%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 31, 2024

SELL
$59.54 - $72.17 $55,014 - $66,685
-924 Reduced 22.89%
3,112 $223,000
Q2 2024

Aug 09, 2024

BUY
$54.0 - $60.74 $21,816 - $24,538
404 Added 11.12%
4,036 $241,000
Q1 2024

May 06, 2024

BUY
$51.8 - $57.62 $188,137 - $209,275
3,632 New
3,632 $209,000
Q1 2020

May 11, 2020

SELL
$27.49 - $51.48 $119,526 - $223,835
-4,348 Closed
0 $0
Q4 2019

Feb 13, 2020

BUY
$42.24 - $51.22 $183,659 - $222,704
4,348 New
4,348 $219,000

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 $64.4B
  • 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.