A detailed history of Wcg Wealth Advisors LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 21,545 shares of BK stock, worth $1.67 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
21,545
Previous 21,322 1.05%
Holding current value
$1.67 Million
Previous $1.28 Million 21.22%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 13, 2024

BUY
$59.54 - $72.17 $13,277 - $16,093
223 Added 1.05%
21,545 $1.55 Million
Q2 2024

Aug 12, 2024

SELL
$54.0 - $60.74 $201,474 - $226,620
-3,731 Reduced 14.89%
21,322 $1.28 Million
Q1 2024

May 13, 2024

SELL
$51.8 - $57.62 $382,802 - $425,811
-7,390 Reduced 22.78%
25,053 $1.44 Million
Q4 2023

Feb 08, 2024

SELL
$41.18 - $52.22 $148,742 - $188,618
-3,612 Reduced 10.02%
32,443 $1.69 Million
Q3 2023

Nov 09, 2023

BUY
$42.17 - $46.33 $1.52 Million - $1.67 Million
36,055 New
36,055 $1.55 Million
Q1 2023

May 15, 2023

BUY
$42.58 - $51.92 $57,397 - $69,988
1,348 Added 2.39%
57,677 $2.62 Million
Q4 2022

Feb 14, 2023

SELL
$37.98 - $45.9 $93,392 - $112,868
-2,459 Reduced 4.18%
56,329 $2.56 Million
Q3 2022

Nov 14, 2022

BUY
$38.52 - $45.03 $17,796 - $20,803
462 Added 0.79%
58,788 $2.27 Million
Q2 2022

Aug 23, 2022

SELL
$40.6 - $49.51 $1.74 Million - $2.12 Million
-42,839 Reduced 42.35%
58,326 $2.43 Million
Q2 2022

Aug 15, 2022

BUY
$40.6 - $49.51 $4.11 Million - $5.01 Million
101,165 New
101,165 $3.58 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 $62.7B
  • 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 Wcg Wealth Advisors LLC Portfolio

Follow Wcg Wealth Advisors LLC 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 Wcg Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wcg Wealth Advisors LLC with notifications on news.