A detailed history of Heritage Wealth Management, Inc. transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 10,000 shares of BK stock, worth $788,800. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,000
Previous 10,025 0.25%
Holding current value
$788,800
Previous $600 Million 19.71%
% of portfolio
0.24%
Previous 0.2%

Shares

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

Oct 31, 2024

SELL
$59.54 - $72.17 $1,488 - $1,804
-25 Reduced 0.25%
10,000 $719 Million
Q2 2024

Sep 09, 2024

BUY
$54.0 - $60.74 $541,350 - $608,918
10,025 New
10,025 $600 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 $63.8B
  • 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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