A detailed history of Wealthsource Partners, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Wealthsource Partners, LLC holds 6,504 shares of BK stock, worth $510,238. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,504
Previous 6,344 2.52%
Holding current value
$510,238
Previous $270,000 25.19%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 12, 2024

BUY
$41.18 - $52.22 $6,588 - $8,355
160 Added 2.52%
6,504 $338,000
Q3 2023

Nov 09, 2023

SELL
$42.17 - $46.33 $18,175 - $19,968
-431 Reduced 6.36%
6,344 $270,000
Q2 2023

Aug 14, 2023

BUY
$39.67 - $46.36 $53,633 - $62,678
1,352 Added 24.93%
6,775 $301,000
Q1 2023

May 15, 2023

SELL
$42.58 - $51.92 $1,958 - $2,388
-46 Reduced 0.84%
5,423 $246,000
Q4 2022

Feb 09, 2023

BUY
$37.98 - $45.9 $207,712 - $251,027
5,469 New
5,469 $248,000

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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