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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
794+ 8.78% |
$59.9K - $70.6K
|
9.84K
$915K
|
|
Apr 30, 2025
Q1 2025
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-640K- 52.71% |
$48.3M - $56.9M
|
574K
$53.4M
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-55- 0.19% |
$4.15K - $4.89K
|
29.1K
$2.71M
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
30+ 0.77% |
$2.26K - $2.67K
|
3.94K
$366K
|
|
Apr 30, 2025
Q1 2025
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-43.1K- 52.38% |
$3.25M - $3.84M
|
39.2K
$3.65M
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-101K- 69.63% |
$7.59M - $8.95M
|
43.9K
$4.09M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
21.6K+ 117.21% |
$1.63M - $1.92M
|
40K
$3.73M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
196+ 100.0% |
$14.8K - $17.4K
|
392
$36.5K
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
50New |
$3.77K - $4.45K
|
50
$4.65K
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 3.41% |
$90.5K - $107K
|
34K
$3.16M
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2.46KNew |
$186K - $219K
|
2.46K
$229K
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-23.6K- 54.8% |
$1.78M - $2.1M
|
19.5K
$1.81M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-93- 3.51% |
$7.01K - $8.27K
|
2.56K
$238K
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-335- 1.7% |
$25.3K - $29.8K
|
19.4K
$1.8M
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
141+ 4.65% |
$10.6K - $12.5K
|
3.17K
$295K
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-633- 41.98% |
$47.7K - $56.3K
|
875
$81.4K
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-10- 18.52% |
$754 - $890
|
44
$4.09K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-230- 0.86% |
$17.3K - $20.5K
|
26.5K
$2.46M
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
9+ 0.13% |
$679 - $801
|
6.71K
$625K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.6K+ 42.01% |
$1.93M - $2.28M
|
86.5K
$8.05M
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-200- 1.45% |
$15.1K - $17.8K
|
13.6K
$1.27M
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
400+ 4.76% |
$30.2K - $35.6K
|
8.8K
$819K
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.6K- 1.25% |
$196K - $231K
|
206K
$19.2M
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
30.5KNew |
$2.3M - $2.71M
|
30.5K
$2.84M
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-1.48K- 1.14% |
$111K - $131K
|
128K
$11.9M
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-56.9K- 94.27% |
$4.29M - $5.06M
|
3.46K
$322K
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-6.46K- 5.2% |
$487K - $574K
|
118K
$11M
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
4.3KNew |
$324K - $382K
|
4.3K
$400K
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
109+ 2.95% |
$8.22K - $9.7K
|
3.8K
$354K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
38+ 1.8% |
$2.87K - $3.38K
|
2.15K
$200K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
171+ 8.34% |
$12.9K - $15.2K
|
2.22K
$207K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-716- 16.09% |
$54K - $63.7K
|
3.74K
$348K
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-5.69K- 13.97% |
$429K - $506K
|
35.1K
$3.26M
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.55KNew |
$192K - $227K
|
2.55K
$237K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-115K- 88.98% |
$8.71M - $10.3M
|
14.3K
$1.33M
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-35- 3.22% |
$2.64K - $3.11K
|
1.05K
$98K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
358+ 4.35% |
$27K - $31.8K
|
8.58K
$798K
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
3.43KNew |
$259K - $305K
|
3.43K
$319K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
110K+ 5.85% |
$8.27M - $9.75M
|
1.99M
$185M
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.46K+ 3.56% |
$110K - $130K
|
42.5K
$3.96M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.78KNew |
$210K - $247K
|
2.78K
$259K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.42K+ 8.18% |
$258K - $304K
|
45.3K
$4.21M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.89KNew |
$143K - $168K
|
1.89K
$176K
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-10.6K- 5.96% |
$798K - $941K
|
167K
$15.5M
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.08K+ 15.2% |
$81.2K - $95.8K
|
8.16K
$759K
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-400- 10.53% |
$30.2K - $35.6K
|
3.4K
$316K
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
344+ 4.8% |
$25.9K - $30.6K
|
7.51K
$698K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
108+ 6.4% |
$8.15K - $9.61K
|
1.8K
$167K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
93.9K+ 4.15% |
$7.08M - $8.35M
|
2.36M
$219M
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.4K+ 140.96% |
$558K - $658K
|
12.7K
$1.18M
|