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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
4.39KNew |
$181K - $229K
|
4.39K
$470K
|
|
|
Feb 02, 2024
Q4 2023
|
Tom Gayner
Markel Corp
|
SELL
|
- |
-244K- 66.74% |
$10M - $12.7M
|
122K
$13M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
5.13K+ 32.95% |
$211K - $268K
|
20.7K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.93KNew |
$79.5K - $101K
|
1.93K
$207K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-58- 25.78% |
$2.39K - $3.03K
|
167
$17.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
5.65KNew |
$233K - $295K
|
5.65K
$605K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
305+ 1.08% |
$12.6K - $15.9K
|
28.5K
$3.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
10KNew |
$413K - $524K
|
10K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.66KNew |
$192K - $243K
|
4.66K
$499K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-5.38K- 57.34% |
$221K - $281K
|
4K
$428K
|
|
|
Jan 29, 2024
Q4 2023
|
Aquila Investment Management LLC
|
SELL
|
- |
-14K- 60.87% |
$577K - $731K
|
9K
$963K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
751+ 5.73% |
$30.9K - $39.2K
|
13.9K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
11+ 1.14% |
$453 - $574
|
980
$105K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
4.04KNew |
$166K - $211K
|
4.04K
$433K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.84KNew |
$75.8K - $96.1K
|
1.84K
$197K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
78+ 125.81% |
$3.21K - $4.07K
|
140
$15K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 3.69% |
$4.12K - $5.22K
|
2.61K
$279K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
643+ 4.29% |
$26.5K - $33.6K
|
15.6K
$1.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
377+ 7.54% |
$15.5K - $19.7K
|
5.38K
$575K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
160+ 2.52% |
$6.59K - $8.36K
|
6.5K
$696K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$167K - $211K
|
4.05K
$433K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-371- 19.16% |
$15.3K - $19.4K
|
1.57K
$167K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
7+ 0.48% |
$288 - $366
|
1.46K
$156K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
4.22KNew |
$174K - $220K
|
4.22K
$451K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.4K- 80.0% |
$98.8K - $125K
|
600
$64.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1K- 4.67% |
$41.2K - $52.2K
|
20.4K
$2.19M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.09% |
$247 - $313
|
6.7K
$717K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 4.0% |
$4.12K - $5.22K
|
2.4K
$257K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
4.41KNew |
$182K - $230K
|
4.41K
$472K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.5KNew |
$63.3K - $69.5K
|
1.5K
$161K
|
|
|
Nov 29, 2023
Q3 2023
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
3.71KNew |
$156K - $172K
|
3.71K
$397K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
79+ 1.18% |
$3.33K - $3.66K
|
6.77K
$725K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
724New |
$30.5K - $33.5K
|
724
$77.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
6.71KNew |
$283K - $311K
|
6.71K
$718K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 19.03% |
$75.1K - $82.5K
|
11.1K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
7.31KNew |
$308K - $339K
|
7.31K
$782K
|
|
|
Nov 14, 2023
Q3 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-21.3K- 64.36% |
$899K - $988K
|
11.8K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
15.4KNew |
$648K - $712K
|
15.4K
$1.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-243K- 91.4% |
$10.3M - $11.3M
|
22.9K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4.24K- 72.35% |
$179K - $196K
|
1.62K
$173K
|
|
|
Nov 13, 2023
Q3 2023
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
171KNew |
$7.21M - $7.92M
|
171K
$18.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-71- 29.71% |
$2.99K - $3.29K
|
168
$18K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
6.6KNew |
$278K - $306K
|
6.6K
$706K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
190New |
$8.01K - $8.8K
|
190
$20.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-3.9K- 20.46% |
$164K - $181K
|
15.2K
$1.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
47.9KNew |
$2.02M - $2.22M
|
47.9K
$5.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.95KNew |
$209K - $229K
|
4.95K
$529K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
57+ 16.29% |
$2.4K - $2.64K
|
407
$43.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
4.22K+ 36.66% |
$178K - $196K
|
15.7K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Hikari Tsushin, Inc.
Tokyo, M0 |
SELL
|
- |
-95.2K- 64.09% |
$4.01M - $4.41M
|
53.3K
$5.71M
|
|