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 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-112- 2.28% |
$8.45K - $9.96K
|
4.8K
$513K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-295- 36.83% |
$22.2K - $26.2K
|
506
$54.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-10.6K- 17.69% |
$796K - $939K
|
49.1K
$5.26M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-25- 0.24% |
$1.89K - $2.22K
|
10.5K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5KNew |
$377K - $445K
|
5K
$535K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
26+ 0.54% |
$1.96K - $2.31K
|
4.81K
$514K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200+ 4.07% |
$15.1K - $17.8K
|
5.12K
$547K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
5New |
$377 - $445
|
5
$535
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
14.4KNew |
$1.09M - $1.28M
|
14.4K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.57KNew |
$194K - $229K
|
2.57K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
33New |
$2.49K - $2.94K
|
33
$3.53K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
302New |
$22.8K - $26.9K
|
302
$32.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-47.2K- 13.93% |
$3.56M - $4.2M
|
292K
$31.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-280- 4.34% |
$21.1K - $24.9K
|
6.18K
$661K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
283+ 6.93% |
$21.3K - $25.2K
|
4.37K
$467K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
5.07K+ 4.02% |
$383K - $451K
|
131K
$14M
|
|
|
Apr 15, 2025
Q1 2025
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-100- 1.31% |
$7.54K - $8.9K
|
7.56K
$808K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.4KNew |
$181K - $213K
|
2.4K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38+ 1.44% |
$2.87K - $3.38K
|
2.68K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-4.8K- 13.79% |
$362K - $427K
|
30K
$3.21M
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
97+ 3.64% |
$7.32K - $8.63K
|
2.76K
$296K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-2.18K- 7.38% |
$164K - $194K
|
27.3K
$2.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-360- 9.35% |
$27.2K - $32K
|
3.49K
$373K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
36New |
$2.72K - $3.2K
|
36
$3.85K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-350- 35.0% |
$26.4K - $31.1K
|
650
$69.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.48KNew |
$187K - $221K
|
2.48K
$265K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
66+ 0.78% |
$4.98K - $5.87K
|
8.48K
$907K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
2.43KNew |
$184K - $217K
|
2.43K
$260K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.33K- 31.98% |
$100K - $118K
|
2.83K
$303K
|
|
|
Apr 08, 2025
Q1 2025
|
Meyer Handelman CO
|
SELL
|
- |
-13- 0.35% |
$980 - $1.16K
|
3.7K
$396K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-105- 2.27% |
$7.92K - $9.34K
|
4.52K
$484K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-150- 1.15% |
$11.3K - $13.3K
|
12.9K
$1.38M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5New |
$377 - $445
|
5
$535
|
|
|
Apr 07, 2025
Q1 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-1.75K- 54.45% |
$132K - $156K
|
1.46K
$157K
|
|
|
Apr 04, 2025
Q1 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
6.59K+ 44.98% |
$497K - $586K
|
21.2K
$2.27M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-448- 0.83% |
$33.8K - $39.8K
|
53.6K
$5.74M
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
166K+ 57.0% |
$11.8M - $13.6M
|
457K
$48.9M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 3.59% |
$128K - $148K
|
52.1K
$5.57M
|
|
|
Jun 27, 2025
Q4 2024
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
4.65KNew |
$329K - $380K
|
4.65K
$497K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
549New |
$38.9K - $44.9K
|
549
$58.7K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
76New |
$5.38K - $6.22K
|
76
$8.13K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
16New |
$1.13K - $1.31K
|
16
$1.71K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
7New |
$496 - $573
|
7
$749
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
36New |
$2.55K - $2.95K
|
36
$3.85K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
10KNew |
$708K - $819K
|
10K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-210K- 2.02% |
$14.9M - $17.2M
|
10.2M
$1.09B
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
129KNew |
$9.11M - $10.5M
|
129K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
10.4KNew |
$739K - $854K
|
10.4K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.5K- 19.25% |
$106K - $123K
|
6.31K
$675K
|
|
|
Feb 14, 2025
Q4 2024
|
Jpb Foundation
New York, NY |
SELL
|
- |
-25K- 78.91% |
$1.77M - $2.05M
|
6.68K
$715K
|
|