Institutional Ownership Bank Of New York Mellon Corp (BK)
This table provides information about the institutional ownership of Bank Of New York Mellon Corp (BK). We have compiled data on the 1,663 institutions that hold shares in the stock, with a total of 597 Million shares, which have been reported (via 13F filing form) to have a value of $55.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
29
shares
|
$2,698
0.0% of portfolio
|
Q1 2024
Reduced 79.29%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
26
shares
|
$2,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
26
shares
|
$2,419
0.0% of portfolio
|
Q1 2025
Added 62.5%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
25
shares
|
$2,326
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
25
shares
|
$2,326
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
24
shares
|
$2,233
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
23
shares
|
$2,140
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
22
shares
|
$2,047
0.0% of portfolio
|
Q2 2023
Reduced 90.13%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
22
shares
|
$2,047
0.0% of portfolio
|
Q1 2025
Added 46.67%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
22
shares
|
$2,047
0.0% of portfolio
|
Q1 2024
Reduced 90.98%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
20
shares
|
$1,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
18
shares
|
$1,674
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
18
shares
|
$1,674
0.0% of portfolio
|
Q1 2025
Added 1700.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
17
shares
|
$1,581
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
17
shares
|
$1,581
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
16
shares
|
$1,488
0.0% of portfolio
|
Q1 2025
Reduced 98.81%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
15
shares
|
$1,395
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
15
shares
|
$1,395
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
14
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
14
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
Reduced 87.72%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
14
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
13
shares
|
$1,209
0.0% of portfolio
|
Q2 2023
Added 8.33%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
11
shares
|
$1,023
0.0% of portfolio
|
Q1 2025
Added 120.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
11
shares
|
$1,023
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
11
shares
|
$1,023
0.0% of portfolio
|
Q1 2025
Added 10.0%
|