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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
249+ 2.19% |
$18.8K - $22.1K
|
11.6K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
248+ 1.47% |
$18.7K - $22.1K
|
17.1K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
246+ 5.29% |
$18.6K - $21.9K
|
4.9K
$456K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
244+ 0.17% |
$18.4K - $21.7K
|
140K
$13M
|
|
|
Apr 22, 2025
Q1 2025
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
243+ 6.1% |
$18.3K - $21.6K
|
4.23K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
240+ 2.24% |
$18.1K - $21.3K
|
11K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
237+ 2.81% |
$17.9K - $21.1K
|
8.68K
$808K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
237+ 4.02% |
$17.9K - $21.1K
|
6.13K
$570K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
236+ 0.82% |
$17.8K - $21K
|
29.2K
$2.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
234+ 15.17% |
$17.6K - $20.8K
|
1.78K
$165K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
228+ 0.08% |
$17.2K - $20.3K
|
286K
$26.6M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
220New |
$16.6K - $19.6K
|
220
$20.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
219+ 43.45% |
$16.5K - $19.5K
|
723
$67.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
217+ 4.55% |
$16.4K - $19.3K
|
4.98K
$464K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
217+ 86.8% |
$16.4K - $19.3K
|
467
$43.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
216New |
$16.3K - $19.2K
|
216
$20.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
213+ 3.6% |
$16.1K - $18.9K
|
6.13K
$570K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
210+ 3.04% |
$15.8K - $18.7K
|
7.12K
$663K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
205+ 0.08% |
$15.5K - $18.2K
|
242K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
201+ 6.94% |
$15.2K - $17.9K
|
3.1K
$288K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
200+ 4.07% |
$15.1K - $17.8K
|
5.12K
$476K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
199+ 2.81% |
$15K - $17.7K
|
7.27K
$676K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
198+ 5.79% |
$14.9K - $17.6K
|
3.62K
$337K
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
198+ 2.31% |
$14.9K - $17.6K
|
8.79K
$817K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
198+ 50.13% |
$14.9K - $17.6K
|
593
$55.2K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
197+ 5.35% |
$14.9K - $17.5K
|
3.88K
$361K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
196+ 100.0% |
$14.8K - $17.4K
|
392
$36.5K
|
|
|
May 20, 2025
Q1 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
194+ 1.65% |
$14.6K - $17.3K
|
11.9K
$1.11M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
191+ 7.06% |
$14.4K - $17K
|
2.9K
$270K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
191+ 25.99% |
$14.4K - $17K
|
926
$86.2K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
191+ 0.49% |
$14.4K - $17K
|
39.2K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
183+ 3.12% |
$13.8K - $16.3K
|
6.04K
$562K
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
177+ 3.25% |
$13.3K - $15.7K
|
5.62K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
176+ 1.47% |
$13.3K - $15.7K
|
12.2K
$1.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
172+ 5.37% |
$13K - $15.3K
|
3.38K
$314K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
171+ 2.93% |
$12.9K - $15.2K
|
6.01K
$560K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
171+ 8.34% |
$12.9K - $15.2K
|
2.22K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
170+ 0.74% |
$12.8K - $15.1K
|
23.2K
$2.16M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
169+ 6.22% |
$12.7K - $15K
|
2.89K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
166+ 2.53% |
$12.5K - $14.8K
|
6.72K
$626K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
165+ 4.31% |
$12.4K - $14.7K
|
3.99K
$371K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
158+ 4.81% |
$11.9K - $14.1K
|
3.44K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
154+ 1.48% |
$11.6K - $13.7K
|
10.6K
$983K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
144+ 2057.14% |
$10.9K - $12.8K
|
151
$14.1K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
143New |
$10.8K - $12.7K
|
143
$13.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
142+ 1.12% |
$10.7K - $12.6K
|
12.8K
$1.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
141+ 4.65% |
$10.6K - $12.5K
|
3.17K
$295K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
139+ 1.12% |
$10.5K - $12.4K
|
12.6K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
138+ 1.12% |
$10.4K - $12.3K
|
12.5K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
138+ 41.69% |
$10.4K - $12.3K
|
469
$43.6K
|