A detailed history of Meriwether Wealth & Planning, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Meriwether Wealth & Planning, LLC holds 13,505 shares of BK stock, worth $1.44 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
13,505
Previous 14,345 5.86%
Holding current value
$1.44 Million
Previous $1.2 Billion 2.27%
% of portfolio
0.77%
Previous 0.79%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025

SELL
$73.31 - $91.62 $61,580 - $76,960
-840 Reduced 5.86%
13,505 $1.23 Billion
Q1 2025

Apr 21, 2025

BUY
$75.42 - $88.95 $115,392 - $136,093
1,530 Added 11.94%
14,345 $1.2 Billion
Q4 2024

Feb 07, 2025

BUY
$70.82 - $81.87 $907,558 - $1.05 Million
12,815 New
12,815 $985 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 $86.4B
  • 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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