Purchases and Sales Made in Q1 2024 in Bank Of New York Mellon Corp (BK)
This table provides information about the institutional ownership of Bank Of New York Mellon Corp (BK) during Q1 2024. The information is specifically focused on institutions that hold shares of Bank of New York Mellon Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
117+ 10.64% |
$6.06K - $6.74K
|
1.22K
$113K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
117New |
$6.06K - $6.74K
|
117
$10.9K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
116+ 0.45% |
$6.01K - $6.68K
|
25.7K
$2.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
114+ 29.38% |
$5.91K - $6.57K
|
502
$46.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
113+ 1.45% |
$5.85K - $6.51K
|
7.93K
$739K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
105+ 1.82% |
$5.44K - $6.05K
|
5.89K
$549K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
104+ 416.0% |
$5.39K - $5.99K
|
129
$12K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
103+ 0.46% |
$5.34K - $5.93K
|
22.6K
$2.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.85% |
$5.18K - $5.76K
|
11.8K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$5.18K - $5.76K
|
100
$9.33K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
95+ 1.61% |
$4.92K - $5.47K
|
5.99K
$558K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
95+ 0.56% |
$4.92K - $5.47K
|
17.1K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
89New |
$4.61K - $5.13K
|
89
$8.3K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
82+ 1.52% |
$4.25K - $4.72K
|
5.46K
$510K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
79+ 14.55% |
$4.09K - $4.55K
|
622
$58K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
75+ 1.37% |
$3.89K - $4.32K
|
5.57K
$519K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
75+ 0.33% |
$3.89K - $4.32K
|
22.7K
$2.11M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
69+ 0.6% |
$3.57K - $3.98K
|
11.6K
$1.09M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
64+ 0.91% |
$3.32K - $3.69K
|
7.07K
$659K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
62+ 3.52% |
$3.21K - $3.57K
|
1.82K
$170K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
62+ 155.0% |
$3.21K - $3.57K
|
102
$9.51K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
62New |
$3.21K - $3.57K
|
62
$5.78K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
56New |
$2.9K - $3.23K
|
56
$5.22K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
55+ 0.16% |
$2.85K - $3.17K
|
35.3K
$3.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 0.2% |
$2.85K - $3.17K
|
27.3K
$2.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
49+ 20.25% |
$2.54K - $2.82K
|
291
$27.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
48+ 1.52% |
$2.49K - $2.77K
|
3.2K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
45+ 0.68% |
$2.33K - $2.59K
|
6.69K
$624K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
38New |
$1.97K - $2.19K
|
38
$3.54K
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
36+ 5.76% |
$1.86K - $2.07K
|
661
$61.6K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
35New |
$1.81K - $2.02K
|
35
$3.26K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35+ 0.47% |
$1.81K - $2.02K
|
7.56K
$705K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
33+ 0.1% |
$1.71K - $1.9K
|
33.8K
$3.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
31+ 110.71% |
$1.61K - $1.79K
|
59
$5.5K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31+ 0.8% |
$1.61K - $1.79K
|
3.89K
$362K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
31+ 0.23% |
$1.61K - $1.79K
|
13.4K
$1.25M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
30+ 1.23% |
$1.55K - $1.73K
|
2.47K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
30New |
$1.55K - $1.73K
|
30
$2.8K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
29+ 3.62% |
$1.5K - $1.67K
|
829
$77.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
27+ 0.15% |
$1.4K - $1.56K
|
17.8K
$1.66M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
27+ 0.64% |
$1.4K - $1.56K
|
4.24K
$395K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
27+ 4.1% |
$1.4K - $1.56K
|
686
$64K
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
26+ 1.35% |
$1.35K - $1.5K
|
1.95K
$181K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 2.44% |
$1.24K - $1.38K
|
1.01K
$93.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
23+ 0.21% |
$1.19K - $1.33K
|
10.9K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
23+ 1.7% |
$1.19K - $1.33K
|
1.38K
$128K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
20+ 0.47% |
$1.04K - $1.15K
|
4.3K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
20+ 8.0% |
$1.04K - $1.15K
|
270
$25.2K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
19+ 0.12% |
$984 - $1.09K
|
15.4K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15+ 0.34% |
$777 - $864
|
4.49K
$419K
|