A detailed history of Spire Wealth Management transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Spire Wealth Management holds 3,224 shares of BK stock, worth $252,406. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,224
Previous 3,520 8.41%
Holding current value
$252,406
Previous $210,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024

SELL
$59.54 - $72.17 $17,623 - $21,362
-296 Reduced 8.41%
3,224 $231,000
Q2 2024

Jul 31, 2024

SELL
$54.0 - $60.74 $58,320 - $65,599
-1,080 Reduced 23.48%
3,520 $210,000
Q1 2024

Apr 24, 2024

SELL
$51.8 - $57.62 $6,164 - $6,856
-119 Reduced 2.52%
4,600 $265,000
Q4 2023

Feb 06, 2024

SELL
$41.18 - $52.22 $7,165 - $9,086
-174 Reduced 3.56%
4,719 $245,000
Q3 2023

Nov 08, 2023

SELL
$42.17 - $46.33 $6,620 - $7,273
-157 Reduced 3.11%
4,893 $208,000
Q2 2023

Aug 09, 2023

SELL
$39.67 - $46.36 $12,099 - $14,139
-305 Reduced 5.7%
5,050 $224,000
Q1 2023

May 09, 2023

BUY
$42.58 - $51.92 $83,286 - $101,555
1,956 Added 57.55%
5,355 $243,000
Q4 2022

Feb 03, 2023

BUY
$37.98 - $45.9 $2,848 - $3,442
75 Added 2.26%
3,399 $155,000
Q3 2022

Nov 07, 2022

SELL
$38.52 - $45.03 $240,364 - $280,987
-6,240 Reduced 65.24%
3,324 $128,000
Q2 2022

Jul 22, 2022

SELL
$40.6 - $49.51 $43,929 - $53,569
-1,082 Reduced 10.16%
9,564 $399,000
Q1 2022

Apr 18, 2022

SELL
$49.63 - $63.66 $122,089 - $156,603
-2,460 Reduced 18.77%
10,646 $553,000
Q4 2021

Jan 14, 2022

BUY
$52.85 - $60.09 $217,054 - $246,789
4,107 Added 45.64%
13,106 $761,000
Q3 2021

Oct 22, 2021

SELL
$47.58 - $56.41 $24,598 - $29,163
-517 Reduced 5.43%
8,999 $467,000
Q2 2021

Jul 26, 2021

SELL
$46.07 - $52.3 $103,611 - $117,622
-2,249 Reduced 19.12%
9,516 $488,000
Q1 2021

May 21, 2021

BUY
$39.82 - $47.86 $468,482 - $563,072
11,765 New
11,765 $557,000

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 Spire Wealth Management Portfolio

Follow Spire Wealth Management 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 Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.