A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 6,082 shares of BK stock, worth $626,993. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,082
Previous 4,510 34.86%
Holding current value
$626,993
Previous $378 Million 46.5%
% of portfolio
0.14%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025

BUY
$73.31 - $91.62 $115,243 - $144,026
1,572 Added 34.86%
6,082 $554 Million
Q1 2025

Apr 14, 2025

BUY
$75.42 - $88.95 $340,144 - $401,164
4,510 New
4,510 $378 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 $83.3B
  • 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 Whitaker Myers Wealth Managers, Ltd. Portfolio

Follow Whitaker Myers Wealth Managers, Ltd. 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 Whitaker Myers Wealth Managers, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Whitaker Myers Wealth Managers, Ltd. with notifications on news.