Heritage Wealth Advisors Bank Of New York Mellon Corp Transaction History

Heritage Wealth Advisors

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$51.8 - $57.62 $387,256 - $430,767	-7,476 Reduced 97.65%	180 $10,000
Q4 2023 Feb 09, 2024	SELL	$41.18 - $52.22 $9,594 - $12,167	-233 Reduced 2.95%	7,656 $398,000
Q2 2021 Aug 09, 2021	SELL	$46.07 - $52.3 $210,355 - $238,801	-4,566 Reduced 36.66%	7,889 $404,000
Q4 2020 Feb 01, 2021	BUY	$34.08 - $42.44 $400,610 - $498,882	11,755 Added 1679.29%	12,455 $529,000
Q2 2020 Jul 17, 2020	BUY	$32.06 - $42.3 $949,777 - $1.25 Million	29,625 Added 4232.14%	30,325 $27,000
Q2 2020 Jul 17, 2020	SELL	$32.06 - $42.3 $949,777 - $1.25 Million	-29,625 Reduced 97.69%	700 $27,000
Q1 2020 May 05, 2020	SELL	$27.49 - $51.48 $15,201 - $28,468	-553 Reduced 44.13%	700 $23,000
Q4 2019 Feb 04, 2020	SELL	$42.24 - $51.22 $4,266 - $5,173	-101 Reduced 7.46%	1,253 $63,000
Q3 2019 Oct 30, 2019	SELL	$40.95 - $47.6 $16,707 - $19,420	-408 Reduced 23.16%	1,354 $61,000
Q3 2018 Nov 14, 2018	BUY	$50.14 - $55.64 $88,346 - $98,037	1,762 New	1,762 $89,000

1,417

586M

3.13M

1.92M

Ticker BK
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 808,280,000
Market Cap $65.7B
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,...

Get notified when there are updates to the investment portfolio of Heritage Wealth Advisors, based on Form 13F filings with the SEC.

Stay updated on Heritage Wealth Advisors with notifications on news.