A detailed history of Oregon Pacific Wealth Management, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 3,143 shares of BK stock, worth $258,291. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,143
Previous 2,851 10.24%
Holding current value
$258,291
Previous $219 Million 20.34%
% of portfolio
0.26%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025

BUY
$75.42 - $88.95 $22,022 - $25,973
292 Added 10.24%
3,143 $264 Million
Q4 2024

Jan 24, 2025

BUY
$70.82 - $81.87 $201,907 - $233,411
2,851 New
2,851 $219 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 $66.4B
  • 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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