A detailed history of Independent Advisor Alliance transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Independent Advisor Alliance holds 5,572 shares of BK stock, worth $432,498. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,572
Previous 5,949 6.34%
Holding current value
$432,498
Previous $356,000 12.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

SELL
$59.54 - $72.17 $22,446 - $27,208
-377 Reduced 6.34%
5,572 $400,000
Q2 2024

Aug 12, 2024

BUY
$54.0 - $60.74 $29,538 - $33,224
547 Added 10.13%
5,949 $356,000
Q1 2024

May 08, 2024

BUY
$51.8 - $57.62 $259 - $288
5 Added 0.09%
5,402 $311,000
Q4 2023

Feb 08, 2024

SELL
$41.18 - $52.22 $1,400 - $1,775
-34 Reduced 0.63%
5,397 $280,000
Q3 2023

Oct 24, 2023

SELL
$42.17 - $46.33 $34,832 - $38,268
-826 Reduced 13.2%
5,431 $231,000
Q2 2023

Jul 28, 2023

BUY
$39.67 - $46.36 $40,146 - $46,916
1,012 Added 19.29%
6,257 $278,000
Q1 2023

May 12, 2023

BUY
$42.58 - $51.92 $223,332 - $272,320
5,245 New
5,245 $238,000
Q2 2022

Aug 04, 2022

SELL
$40.6 - $49.51 $220,214 - $268,542
-5,424 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$49.63 - $63.66 $56,925 - $73,018
1,147 Added 26.82%
5,424 $269,000
Q4 2021

Feb 11, 2022

SELL
$52.85 - $60.09 $1,955 - $2,223
-37 Reduced 0.86%
4,277 $248,000
Q3 2021

Nov 01, 2021

BUY
$47.58 - $56.41 $205,260 - $243,352
4,314 New
4,314 $224,000

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 $62.7B
  • 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,...
More about BK
Track This Portfolio

Track Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.