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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
14New |
$725 - $807
|
14
$1.31K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 9.32% |
$570 - $634
|
129
$12K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10+ 17.86% |
$518 - $576
|
66
$6.15K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
9+ 0.12% |
$466 - $519
|
7.39K
$689K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.71% |
$466 - $519
|
1.28K
$119K
|
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.12% |
$466 - $519
|
7.69K
$717K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8+ 0.11% |
$414 - $461
|
7.27K
$678K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
8+ 0.34% |
$414 - $461
|
2.39K
$223K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.15% |
$363 - $403
|
4.55K
$425K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
7+ 2.72% |
$363 - $403
|
264
$24.6K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7New |
$363 - $403
|
7
$653
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
6+ 0.01% |
$311 - $346
|
57.1K
$5.33M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5+ 0.09% |
$259 - $288
|
5.4K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 6.94% |
$259 - $288
|
77
$7.18K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4+ 0.45% |
$207 - $230
|
894
$83.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 12.5% |
$207 - $230
|
36
$3.36K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
4+ 0.07% |
$207 - $230
|
5.36K
$500K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.68% |
$155 - $173
|
443
$41.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
BUY
|
- |
3+ 0.24% |
$155 - $173
|
1.24K
$115K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.06% |
$155 - $173
|
5.04K
$470K
|
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3+ 0.91% |
$155 - $173
|
333
$31.1K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
3New |
$155 - $173
|
3
$280
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.4% |
$155 - $173
|
744
$69.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
2+ 0.42% |
$104 - $115
|
473
$44.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.03% |
$104 - $115
|
7.78K
$726K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.62% |
$104 - $115
|
324
$30.2K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2+ 0.01% |
$104 - $115
|
26.6K
$2.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.29% |
$51.8 - $57.6
|
342
$31.9K
|
|
|
May 10, 2024
Q1 2024
|
Oak Associates LTD
Akron, OH |
BUY
|
- |
1+ 0.0% |
$51.8 - $57.6
|
110K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$51.8 - $57.6
|
8.02K
$748K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.46% |
$51.8 - $57.6
|
217
$20.2K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$51.8 - $57.6
|
8.61K
$803K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$51.8 - $57.6
|
5.04K
$470K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-4- 5.97% |
$207 - $230
|
63
$5.87K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-5- 0.11% |
$259 - $288
|
4.39K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-7- 0.3% |
$363 - $403
|
2.31K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-8- 0.2% |
$414 - $461
|
4.02K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-8- 0.07% |
$414 - $461
|
11K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-8- 0.05% |
$414 - $461
|
17.4K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-10- 0.13% |
$518 - $576
|
7.91K
$738K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-11- 0.42% |
$570 - $634
|
2.61K
$243K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-11- 0.08% |
$570 - $634
|
13.7K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-12- 0.3% |
$622 - $691
|
4.02K
$374K
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-13- 0.29% |
$673 - $749
|
4.47K
$417K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-13- 0.13% |
$673 - $749
|
10.1K
$939K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-15- 0.93% |
$777 - $864
|
1.59K
$149K
|
|
|
Apr 30, 2024
Q1 2024
|
Garland Capital Management Inc
|
SELL
|
- |
-15- 0.02% |
$777 - $864
|
96K
$8.95M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-15- 6.15% |
$777 - $864
|
229
$21.4K
|