A detailed history of Ever Source Wealth Advisors, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,006 shares of BK stock, worth $60,249. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,006
Previous 982 2.44%
Holding current value
$60,249
Previous $56,000 1.79%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$51.8 - $57.62 $1,243 - $1,382
24 Added 2.44%
1,006 $57,000
Q4 2023

Feb 09, 2024

BUY
$41.18 - $52.22 $988 - $1,253
24 Added 2.51%
982 $51,000
Q3 2023

Nov 03, 2023

BUY
$42.17 - $46.33 $1,096 - $1,204
26 Added 2.79%
958 $40,000
Q2 2023

Aug 04, 2023

BUY
$39.67 - $46.36 $1,110 - $1,298
28 Added 3.1%
932 $41,000
Q1 2023

May 11, 2023

BUY
$42.58 - $51.92 $3,576 - $4,361
84 Added 10.24%
904 $41,000
Q4 2022

Feb 09, 2023

SELL
$37.98 - $45.9 $4,861 - $5,875
-128 Reduced 13.5%
820 $37,000
Q3 2022

Nov 07, 2022

BUY
$38.52 - $45.03 $25,731 - $30,080
668 Added 238.57%
948 $36,000
Q2 2022

Aug 01, 2022

SELL
$40.6 - $49.51 $3,451 - $4,208
-85 Reduced 23.29%
280 $12,000
Q1 2022

May 25, 2022

BUY
$49.63 - $63.66 $3,424 - $4,392
69 Added 23.31%
365 $18,000
Q4 2021

Feb 07, 2022

BUY
$52.85 - $60.09 $15,643 - $17,786
296 New
296 $17,000

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 $48.4B
  • 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
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