Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
400+ 1.62% |
$30.2K - $35.6K
|
25.1K
$2.33M
|
|
Apr 28, 2025
Q1 2025
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
400+ 8.61% |
$30.2K - $35.6K
|
5.05K
$470K
|
|
Apr 30, 2025
Q1 2025
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
400+ 4.76% |
$30.2K - $35.6K
|
8.8K
$819K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
395+ 32.06% |
$29.8K - $35.1K
|
1.63K
$151K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
380New |
$28.7K - $33.8K
|
380
$35.4K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
372+ 5.84% |
$28.1K - $33.1K
|
6.74K
$627K
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
366+ 12.66% |
$27.6K - $32.6K
|
3.26K
$303K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
364+ 3.59% |
$27.5K - $32.4K
|
10.5K
$978K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
362+ 1.38% |
$27.3K - $32.2K
|
26.6K
$2.48M
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
361+ 282.03% |
$27.2K - $32.1K
|
489
$45.5K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
358+ 4.35% |
$27K - $31.8K
|
8.58K
$798K
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
349+ 87.91% |
$26.3K - $31K
|
746
$69.4K
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
346+ 12.66% |
$26.1K - $30.8K
|
3.08K
$287K
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
344+ 4.8% |
$25.9K - $30.6K
|
7.51K
$698K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
336+ 1.23% |
$25.3K - $29.9K
|
27.7K
$2.57M
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
335+ 1.17% |
$25.3K - $29.8K
|
29.1K
$2.71M
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
331+ 9.45% |
$25K - $29.4K
|
3.84K
$357K
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
330+ 5.78% |
$24.9K - $29.4K
|
6.04K
$562K
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
330New |
$24.9K - $29.4K
|
330
$30.7K
|
|
May 06, 2025
Q1 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
325+ 3.26% |
$24.5K - $28.9K
|
10.3K
$957K
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
324+ 0.03% |
$24.4K - $28.8K
|
969K
$90.1M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
323+ 1.23% |
$24.4K - $28.7K
|
26.5K
$2.47M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
319New |
$24.1K - $28.4K
|
319
$29.7K
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
317+ 646.94% |
$23.9K - $28.2K
|
366
$34.1K
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
316+ 1.73% |
$23.8K - $28.1K
|
18.5K
$1.73M
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
310New |
$23.4K - $27.6K
|
310
$28.8K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
302New |
$22.8K - $26.9K
|
302
$28.1K
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
300+ 9.38% |
$22.6K - $26.7K
|
3.5K
$326K
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
292+ 10.24% |
$22K - $26K
|
3.14K
$292K
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
289+ 2.11% |
$21.8K - $25.7K
|
14K
$1.3M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
289+ 38.95% |
$21.8K - $25.7K
|
1.03K
$95.9K
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
288+ 8.6% |
$21.7K - $25.6K
|
3.64K
$338K
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
285+ 6.66% |
$21.5K - $25.4K
|
4.56K
$424K
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
285+ 6.66% |
$21.5K - $25.4K
|
4.56K
$424K
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
283+ 2.97% |
$21.3K - $25.2K
|
9.83K
$914K
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
283+ 6.93% |
$21.3K - $25.2K
|
4.37K
$406K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
283+ 226.4% |
$21.3K - $25.2K
|
408
$38K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
283+ 63.6% |
$21.3K - $25.2K
|
728
$67.7K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
282New |
$21.3K - $25.1K
|
282
$26.2K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
280+ 3.39% |
$21.1K - $24.9K
|
8.54K
$795K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
274+ 7.46% |
$20.7K - $24.4K
|
3.95K
$367K
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
269+ 5.86% |
$20.3K - $23.9K
|
4.86K
$452K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
269+ 6.83% |
$20.3K - $23.9K
|
4.21K
$391K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
268+ 4.33% |
$20.2K - $23.8K
|
6.45K
$600K
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
266+ 4.75% |
$20.1K - $23.7K
|
5.87K
$546K
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
260+ 9.9% |
$19.6K - $23.1K
|
2.89K
$269K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
256+ 10.84% |
$19.3K - $22.8K
|
2.62K
$244K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
256+ 7.39% |
$19.3K - $22.8K
|
3.72K
$346K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
251+ 1.85% |
$18.9K - $22.3K
|
13.8K
$1.29M
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
250+ 0.78% |
$18.9K - $22.2K
|
32.5K
$3.02M
|