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 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 6.9% |
$5.18K - $5.76K
|
1.35K
$126K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-101- 0.82% |
$5.23K - $5.82K
|
12.2K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-103- 1.77% |
$5.34K - $5.93K
|
5.73K
$535K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-105- 2.49% |
$5.44K - $6.05K
|
4.12K
$384K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-111- 79.29% |
$5.75K - $6.4K
|
29
$2.7K
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-114- 0.26% |
$5.91K - $6.57K
|
44.3K
$4.13M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-116- 42.49% |
$6.01K - $6.68K
|
157
$14.6K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-119- 2.52% |
$6.16K - $6.86K
|
4.6K
$429K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-125- 2.29% |
$6.48K - $7.2K
|
5.34K
$498K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-127- 0.59% |
$6.58K - $7.32K
|
21.2K
$1.98M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-127- 2.84% |
$6.58K - $7.32K
|
4.34K
$405K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-128- 1.18% |
$6.63K - $7.38K
|
10.7K
$1M
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-132- 1.06% |
$6.84K - $7.61K
|
12.3K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-135- 99.26% |
$6.99K - $7.78K
|
1
$93.3
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-142- 1.99% |
$7.36K - $8.18K
|
7.01K
$653K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-142- 1.61% |
$7.36K - $8.18K
|
8.69K
$811K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-144- 1.79% |
$7.46K - $8.3K
|
7.92K
$738K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-146- 0.46% |
$7.56K - $8.41K
|
31.3K
$2.92M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-150- 0.61% |
$7.77K - $8.64K
|
24.6K
$2.29M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 1.31% |
$7.77K - $8.64K
|
11.3K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-151- 11.19% |
$7.82K - $8.7K
|
1.2K
$112K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-153- 1.02% |
$7.93K - $8.82K
|
14.8K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-155- 43.66% |
$8.03K - $8.93K
|
200
$18.7K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-156- 2.09% |
$8.08K - $8.99K
|
7.29K
$680K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-160- 2.6% |
$8.29K - $9.22K
|
6K
$559K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-161- 1.47% |
$8.34K - $9.28K
|
10.8K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-170- 8.14% |
$8.81K - $9.8K
|
1.92K
$179K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-178- 9.58% |
$9.22K - $10.3K
|
1.68K
$157K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-186- 8.01% |
$9.63K - $10.7K
|
2.14K
$199K
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-188- 1.06% |
$9.74K - $10.8K
|
17.5K
$1.64M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-191- 15.93% |
$9.89K - $11K
|
1.01K
$94K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-198- 0.92% |
$10.3K - $11.4K
|
21.4K
$1.99M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 1.83% |
$10.4K - $11.5K
|
10.8K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-201- 4.39% |
$10.4K - $11.6K
|
4.38K
$408K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-202- 2.31% |
$10.5K - $11.6K
|
8.56K
$798K
|
|
|
Jun 03, 2024
Q1 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-202- 0.09% |
$10.5K - $11.6K
|
234K
$21.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-203- 52.19% |
$10.5K - $11.7K
|
186
$17.3K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-208- 4.58% |
$10.8K - $12K
|
4.34K
$405K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-210- 64.22% |
$10.9K - $12.1K
|
117
$10.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-210- 65.83% |
$10.9K - $12.1K
|
109
$10.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-210- 4.76% |
$10.9K - $12.1K
|
4.2K
$392K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-211- 1.89% |
$10.9K - $12.2K
|
10.9K
$1.02M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-213- 3.05% |
$11K - $12.3K
|
6.77K
$631K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-215- 2.84% |
$11.1K - $12.4K
|
7.35K
$686K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-222- 90.98% |
$11.5K - $12.8K
|
22
$2.05K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-247- 1.01% |
$12.8K - $14.2K
|
24.1K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-255- 5.58% |
$13.2K - $14.7K
|
4.31K
$402K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-260- 0.29% |
$13.5K - $15K
|
89.6K
$8.36M
|
|
|
May 07, 2024
Q1 2024
|
Delta Financial Advisors LLC
|
SELL
|
- |
-264- 0.57% |
$13.7K - $15.2K
|
46.3K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-264- 4.15% |
$13.7K - $15.2K
|
6.1K
$569K
|