A detailed history of Kowal Investment Group, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Kowal Investment Group, LLC holds 8,915 shares of BK stock, worth $697,955. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,915
Previous 9,010 1.05%
Holding current value
$697,955
Previous $539,000 18.74%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 16, 2024

SELL
$59.54 - $72.17 $5,656 - $6,856
-95 Reduced 1.05%
8,915 $640,000
Q2 2024

Aug 13, 2024

BUY
$54.0 - $60.74 $15,714 - $17,675
291 Added 3.34%
9,010 $539,000
Q1 2024

Apr 18, 2024

BUY
$51.8 - $57.62 $53,457 - $59,463
1,032 Added 13.43%
8,719 $502,000
Q4 2023

Jan 22, 2024

SELL
$41.18 - $52.22 $41 - $52
-1 Reduced 0.01%
7,687 $400,000
Q3 2023

Oct 25, 2023

BUY
$42.17 - $46.33 $7,927 - $8,710
188 Added 2.51%
7,688 $327,000
Q2 2023

Jul 18, 2023

BUY
$39.67 - $46.36 $297,525 - $347,700
7,500 New
7,500 $333,000

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
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC 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 Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.