A detailed history of Spartan Planning & Wealth Management transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 2,655 shares of BK stock, worth $208,284. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,655
Previous 5 53000.0%
Holding current value
$208,284
Previous $0 Infinity%
% of portfolio
0.15%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

BUY
$41.18 - $52.22 $109,127 - $138,383
2,650 Added 53000.0%
2,655 $138,000
Q3 2023

Nov 17, 2023

SELL
$42.17 - $46.33 $102,515 - $112,628
-2,431 Reduced 99.79%
5 $0
Q4 2022

Feb 01, 2023

BUY
$37.98 - $45.9 $92,519 - $111,812
2,436 New
2,436 $110,000
Q2 2022

Aug 10, 2022

SELL
$40.6 - $49.51 $8,607 - $10,496
-212 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$49.63 - $63.66 $10,521 - $13,495
212 New
212 $10,000

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 $63.4B
  • 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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