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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-14.7K- 29.41% |
$619K - $680K
|
35.2K
$3.77M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
85.9KNew |
$3.62M - $3.98M
|
85.9K
$9.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.54K+ 431.93% |
$65K - $71.4K
|
1.9K
$203K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
213New |
$8.98K - $9.87K
|
213
$22.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.56K- 6.45% |
$108K - $118K
|
37K
$3.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-500- 41.67% |
$21.1K - $23.2K
|
700
$74.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.02K- 7.11% |
$127K - $140K
|
39.4K
$4.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.15KNew |
$48.5K - $53.3K
|
1.15K
$123K
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-426- 27.92% |
$18K - $19.7K
|
1.1K
$118K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.41K+ 5.02% |
$59.5K - $65.4K
|
29.6K
$3.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-125- 11.11% |
$5.27K - $5.79K
|
1K
$107K
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-200- 2.48% |
$8.43K - $9.27K
|
7.87K
$843K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
250New |
$10.5K - $11.6K
|
250
$26.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.5K- 19.05% |
$63.3K - $69.5K
|
6.37K
$682K
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
BUY
|
- |
150New |
$6.33K - $6.95K
|
150
$16.1K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
375+ 1.85% |
$15.8K - $17.4K
|
20.7K
$2.21M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-605- 10.91% |
$25.5K - $28K
|
4.94K
$529K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
55New |
$2.32K - $2.55K
|
55
$5.89K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
221New |
$9.32K - $10.2K
|
221
$23.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-540- 10.1% |
$22.8K - $25K
|
4.81K
$515K
|
|
| Q2 2023 | |||||||
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1KClosed |
$39.7K - $46.4K
|
0
$0
|
|
|
Jan 23, 2024
Q2 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
50.1K+ 28.93% |
$1.99M - $2.32M
|
223K
$23.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16K- 44.05% |
$633K - $740K
|
20.3K
$2.17M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
81.1K+ 30.83% |
$3.22M - $3.76M
|
344K
$36.8M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
15New |
$595 - $695
|
15
$1.61K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-131- 65.17% |
$5.2K - $6.07K
|
70
$7.49K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.96KNew |
$117K - $137K
|
2.96K
$316K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
11.1KNew |
$442K - $516K
|
11.1K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
200+ 40.0% |
$7.93K - $9.27K
|
700
$74.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
130KNew |
$5.14M - $6.01M
|
130K
$13.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
43.9K+ 105.41% |
$1.74M - $2.04M
|
85.6K
$9.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
52.8KNew |
$2.1M - $2.45M
|
52.8K
$5.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-3.74K- 0.96% |
$148K - $173K
|
387K
$41.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
13KNew |
$514K - $601K
|
13K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.36KNew |
$93.4K - $109K
|
2.36K
$252K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
23.1KNew |
$915K - $1.07M
|
23.1K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.08% |
$159 - $185
|
4.89K
$523K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 44.44% |
$79.3K - $92.7K
|
2.5K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-4K- 44.69% |
$159K - $185K
|
4.95K
$530K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-500- 7.11% |
$19.8K - $23.2K
|
6.53K
$699K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.5K+ 10.12% |
$455K - $532K
|
125K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
28.2K+ 7.0% |
$1.12M - $1.31M
|
431K
$46.1M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-8.73K- 33.07% |
$346K - $405K
|
17.7K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.72K- 15.07% |
$108K - $126K
|
15.3K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.2K- 18.78% |
$47.6K - $55.6K
|
5.19K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.58KNew |
$182K - $212K
|
4.58K
$490K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
883New |
$35K - $40.9K
|
883
$94.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
1.42K+ 0.81% |
$56.5K - $66K
|
177K
$18.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 8.33% |
$39.7 - $46.4
|
13
$1.39K
|
|
|
Aug 01, 2023
Q2 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-12.3K- 10.68% |
$487K - $569K
|
103K
$11M
|
|