A detailed history of Pds Planning, Inc transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Pds Planning, Inc holds 3,660 shares of BK stock, worth $335,329. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,660
Previous 3,075 19.02%
Holding current value
$335,329
Previous $236,000 29.66%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Apr 23, 2025

BUY
$75.42 - $88.95 $44,120 - $52,035
585 Added 19.02%
3,660 $306,000
Q4 2024

Feb 10, 2025

BUY
$70.82 - $81.87 $4,390 - $5,075
62 Added 2.06%
3,075 $236,000
Q3 2024

Oct 29, 2024

BUY
$59.54 - $72.17 $179,394 - $217,448
3,013 New
3,013 $216,000

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 $74.1B
  • 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 Pds Planning, Inc Portfolio

Follow Pds Planning, Inc 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 Pds Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pds Planning, Inc with notifications on news.