A detailed history of Wealthspire Advisors, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 10,680 shares of BK stock, worth $639,625. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,680
Previous 9,675 10.39%
Holding current value
$639,625
Previous $503,000 22.27%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$51.8 - $57.62 $52,059 - $57,908
1,005 Added 10.39%
10,680 $615,000
Q4 2023

Feb 06, 2024

BUY
$41.18 - $52.22 $4,406 - $5,587
107 Added 1.12%
9,675 $503,000
Q3 2023

Nov 06, 2023

BUY
$42.17 - $46.33 $27,157 - $29,836
644 Added 7.22%
9,568 $408,000
Q2 2023

Jul 31, 2023

BUY
$39.67 - $46.36 $15,748 - $18,404
397 Added 4.66%
8,924 $397,000
Q1 2023

May 09, 2023

SELL
$42.58 - $51.92 $88,225 - $107,578
-2,072 Reduced 19.55%
8,527 $387,000
Q4 2022

Feb 13, 2023

BUY
$37.98 - $45.9 $44,892 - $54,253
1,182 Added 12.55%
10,599 $482,000
Q3 2022

Nov 14, 2022

BUY
$38.52 - $45.03 $59,436 - $69,481
1,543 Added 19.6%
9,417 $363,000
Q2 2022

Aug 09, 2022

SELL
$40.6 - $49.51 $88,873 - $108,377
-2,189 Reduced 21.75%
7,874 $328,000
Q1 2022

May 09, 2022

BUY
$49.63 - $63.66 $35,683 - $45,771
719 Added 7.69%
10,063 $499,000
Q4 2021

Feb 14, 2022

BUY
$52.85 - $60.09 $33,665 - $38,277
637 Added 7.32%
9,344 $543,000
Q3 2021

Nov 15, 2021

BUY
$47.58 - $56.41 $104,580 - $123,989
2,198 Added 33.77%
8,707 $451,000
Q2 2021

Aug 13, 2021

SELL
$46.07 - $52.3 $399,380 - $453,388
-8,669 Reduced 57.12%
6,509 $333,000
Q1 2021

May 17, 2021

BUY
$39.82 - $47.86 $313,502 - $376,801
7,873 Added 107.78%
15,178 $718,000
Q4 2020

Feb 16, 2021

BUY
$34.08 - $42.44 $17,755 - $22,111
521 Added 7.68%
7,305 $310,000
Q3 2020

Nov 16, 2020

BUY
$33.14 - $38.97 $224,821 - $264,372
6,784 New
6,784 $233,000
Q2 2020

Aug 14, 2020

SELL
$32.06 - $42.3 $237,019 - $312,723
-7,393 Closed
0 $0
Q1 2020

May 12, 2020

BUY
$27.49 - $51.48 $203,233 - $380,591
7,393 New
7,393 $249,000
Q1 2019

May 08, 2019

SELL
$46.56 - $53.98 $32,824 - $38,055
-705 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$44.49 - $52.78 $31,365 - $37,209
705 New
705 $33,000

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 $48.4B
  • 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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.