A detailed history of Ep Wealth Advisors, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 4,937 shares of BK stock, worth $386,517. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,937
Previous 3,899 26.62%
Holding current value
$386,517
Previous $233,000 51.93%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2024

BUY
$59.54 - $72.17 $61,802 - $74,912
1,038 Added 26.62%
4,937 $354,000
Q2 2024

Aug 19, 2024

BUY
$54.0 - $60.74 $210,546 - $236,825
3,899 New
3,899 $233,000
Q1 2019

May 20, 2019

SELL
$46.56 - $53.98 $551,782 - $639,716
-11,851 Closed
0 $0
Q4 2018

Feb 19, 2019

SELL
$44.49 - $52.78 $1.98 Million - $2.35 Million
-44,549 Reduced 78.99%
11,851 $558,000
Q3 2018

Nov 15, 2018

SELL
$50.14 - $55.64 $33,142 - $36,778
-661 Reduced 1.16%
56,400 $2.88 Million
Q2 2018

Aug 14, 2018

SELL
$50.15 - $57.72 $20,812 - $23,953
-415 Reduced 0.72%
57,061 $3.08 Million
Q1 2018

May 15, 2018

BUY
$50.61 - $58.42 $2.91 Million - $3.36 Million
57,476 New
57,476 $2.96 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 $63.3B
  • 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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