Latest Institutional Transactions on Bank Of New York Mellon Corp (BK)
This table provides information on the latest institutional transactions involving Bank Of New York Mellon Corp (BK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
497+ 17.88% |
$36.4K - $45.5K
|
3.28K
$351K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
935+ 5.9% |
$68.5K - $85.7K
|
16.8K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.15K- 3.96% |
$304K - $380K
|
101K
$10.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-17- 0.34% |
$1.25K - $1.56K
|
5K
$535K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
211New |
$15.5K - $19.3K
|
211
$22.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
208New |
$15.2K - $19.1K
|
208
$22.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.75KNew |
$201K - $252K
|
2.75K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-119- 78.81% |
$8.72K - $10.9K
|
32
$3.42K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
420+ 5.78% |
$30.8K - $38.5K
|
7.69K
$823K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
92+ 0.62% |
$6.74K - $8.43K
|
15K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.58% |
$293 - $366
|
694
$74.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.94K+ 3.23% |
$143K - $178K
|
62.2K
$6.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-153- 2.74% |
$11.2K - $14K
|
5.44K
$582K
|
|
|
Jul 29, 2025
Q2 2025
|
S Bank Fund Management LTD
Helsinki, H9 |
BUY
|
- |
8.66KNew |
$635K - $794K
|
8.66K
$927K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.07K+ 40.47% |
$78.1K - $97.7K
|
3.7K
$396K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-147- 0.66% |
$10.8K - $13.5K
|
22.1K
$2.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.21KNew |
$162K - $202K
|
2.21K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.48K+ 0.39% |
$108K - $136K
|
381K
$40.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-5.54K- 3.73% |
$406K - $508K
|
143K
$15.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
662+ 20.88% |
$48.5K - $60.7K
|
3.83K
$410K
|
|
|
Jul 29, 2025
Q2 2025
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
33+ 0.57% |
$2.42K - $3.02K
|
5.84K
$625K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-198- 7.94% |
$14.5K - $18.1K
|
2.3K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-400- 3.94% |
$29.3K - $36.6K
|
9.75K
$1.04M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22.5KNew |
$1.65M - $2.06M
|
22.5K
$2.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2- 0.08% |
$147 - $183
|
2.65K
$283K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1.7K- 0.25% |
$125K - $156K
|
679K
$72.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-7.3K- 4.37% |
$535K - $669K
|
160K
$17.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.41K- 1.69% |
$104K - $129K
|
82.1K
$8.78M
|
|
|
Jul 29, 2025
Q2 2025
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-41.7K- 81.76% |
$3.06M - $3.82M
|
9.31K
$996K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-707- 11.07% |
$51.8K - $64.8K
|
5.68K
$608K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3.62K+ 46.21% |
$266K - $332K
|
11.5K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-13- 0.24% |
$953 - $1.19K
|
5.31K
$568K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
SELL
|
- |
-1.1K- 6.9% |
$80.3K - $100K
|
14.8K
$1.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.23K+ 31.1% |
$90K - $113K
|
5.18K
$554K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
4.81K+ 25.92% |
$352K - $440K
|
23.3K
$2.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-4.9K- 15.45% |
$359K - $449K
|
26.8K
$2.87M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.95KNew |
$216K - $270K
|
2.95K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 5.75% |
$367 - $458
|
92
$9.84K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
142New |
$10.4K - $13K
|
142
$15.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
210+ 88.98% |
$15.4K - $19.2K
|
446
$47.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-21.5K- 3.16% |
$1.58M - $1.97M
|
660K
$70.7M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
31+ 0.9% |
$2.27K - $2.84K
|
3.49K
$373K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$73.3 - $91.6
|
2.94K
$314K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21.1K- 52.74% |
$1.55M - $1.93M
|
18.9K
$2.03M
|
|
|
Jul 28, 2025
Q2 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.51K- 3.85% |
$111K - $138K
|
37.7K
$4.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.68K- 25.08% |
$490K - $612K
|
20K
$2.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.31KNew |
$316K - $395K
|
4.31K
$461K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
36New |
$2.64K - $3.3K
|
36
$3.85K
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
SELL
|
- |
-88.2K- 25.11% |
$6.47M - $8.08M
|
263K
$28.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.04K- 15.74% |
$76.4K - $95.5K
|
5.58K
$597K
|