Summit Financial Strategies, Inc. Bank Of New York Mellon Corp Transaction History
Summit Financial Strategies, Inc.
- $998 Million
- Q2 2025
A detailed history of Summit Financial Strategies, Inc. transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 8,478 shares of BK stock, worth $863,653. This represents 0.08% of its overall portfolio holdings.
Number of Shares
8,478
Previous 8,450
0.33%
Holding current value
$863,653
Previous $708,000
9.04%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding BK
# of Institutions
1,686Shares Held
595MCall Options Held
2.88MPut Options Held
1.66M-
Vanguard Group Inc Valley Forge, PA70.6MShares$7.19 Billion0.11% of portfolio
-
Black Rock Inc. New York, NY63.9MShares$6.51 Billion0.09% of portfolio
-
Dodge & Cox San Francisco, CA42MShares$4.28 Billion2.15% of portfolio
-
State Street Corp Boston, MA33.6MShares$3.42 Billion0.12% of portfolio
-
Geode Capital Management, LLC Boston, MA18.1MShares$1.85 Billion0.12% of portfolio
About Bank of New York Mellon Corp
- Ticker BK
- Exchange NYSE
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 808,280,000
- Market Cap $82.3B
- 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,...