A detailed history of Evercore Wealth Management, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 3,913 shares of BK stock, worth $306,348. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,913
Previous 3,913 -0.0%
Holding current value
$306,348
Previous $234,000 20.09%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$41.18 - $52.22 $161,137 - $204,336
3,913 New
3,913 $203,000
Q2 2021

Aug 16, 2021

SELL
$46.07 - $52.3 $217,496 - $246,908
-4,721 Closed
0 $0
Q1 2021

May 17, 2021

BUY
$39.82 - $47.86 $187,990 - $225,947
4,721 New
4,721 $224,000
Q3 2020

Nov 16, 2020

SELL
$33.14 - $38.97 $173,090 - $203,540
-5,223 Closed
0 $0
Q2 2020

Aug 13, 2020

BUY
$32.06 - $42.3 $167,449 - $220,932
5,223 New
5,223 $202,000
Q1 2020

May 14, 2020

SELL
$27.49 - $51.48 $214,202 - $401,132
-7,792 Closed
0 $0
Q4 2019

Feb 13, 2020

SELL
$42.24 - $51.22 $16,896 - $20,488
-400 Reduced 4.88%
7,792 $392,000
Q3 2019

Nov 14, 2019

SELL
$40.95 - $47.6 $48,075 - $55,882
-1,174 Reduced 12.53%
8,192 $371,000
Q2 2019

Aug 13, 2019

SELL
$42.69 - $53.44 $3,500 - $4,382
-82 Reduced 0.87%
9,366 $413,000
Q1 2019

May 14, 2019

BUY
$46.56 - $53.98 $70,584 - $81,833
1,516 Added 19.11%
9,448 $476,000
Q4 2018

Feb 13, 2019

SELL
$44.49 - $52.78 $372,559 - $441,979
-8,374 Reduced 51.36%
7,932 $374,000
Q3 2018

Nov 13, 2018

BUY
$50.14 - $55.64 $4,011 - $4,451
80 Added 0.49%
16,306 $831,000
Q2 2018

Aug 14, 2018

BUY
$50.15 - $57.72 $416,245 - $479,076
8,300 Added 104.72%
16,226 $875,000
Q4 2017

Feb 13, 2018

SELL
$50.82 - $54.97 $25,410 - $27,485
-500 Reduced 5.93%
7,926 $427,000
Q3 2017

Nov 13, 2017

BUY
$50.28 - $54.04 $423,659 - $455,341
8,426
8,426 $446,000

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 $63.3B
  • 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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