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 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
136+ 2.36% |
$10.3K - $12.1K
|
5.91K
$550K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
131+ 11.18% |
$9.88K - $11.7K
|
1.3K
$121K
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
130+ 4.33% |
$9.8K - $11.6K
|
3.13K
$292K
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
125+ 1.51% |
$9.43K - $11.1K
|
8.4K
$781K
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
125+ 13.81% |
$9.43K - $11.1K
|
1.03K
$95.8K
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
125+ 5.85% |
$9.43K - $11.1K
|
2.26K
$210K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
123+ 3.56% |
$9.28K - $10.9K
|
3.58K
$333K
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
121+ 8.03% |
$9.13K - $10.8K
|
1.63K
$151K
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
BUY
|
- |
120+ 11.87% |
$9.05K - $10.7K
|
1.13K
$105K
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
117+ 2.27% |
$8.82K - $10.4K
|
5.28K
$491K
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
116+ 1.38% |
$8.75K - $10.3K
|
8.54K
$794K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
114+ 1.92% |
$8.6K - $10.1K
|
6.05K
$563K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
110+ 0.75% |
$8.3K - $9.78K
|
14.9K
$1.38M
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
109+ 2.95% |
$8.22K - $9.7K
|
3.8K
$354K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
108+ 6.4% |
$8.15K - $9.61K
|
1.8K
$167K
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
105+ 1.74% |
$7.92K - $9.34K
|
6.14K
$571K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
104+ 71.72% |
$7.84K - $9.25K
|
249
$23.2K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
102+ 1.56% |
$7.69K - $9.07K
|
6.66K
$620K
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
100+ 9.66% |
$7.54K - $8.9K
|
1.14K
$106K
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
100+ 2000.0% |
$7.54K - $8.9K
|
105
$9.77K
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
99New |
$7.47K - $8.81K
|
99
$9.21K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
99+ 0.98% |
$7.47K - $8.81K
|
10.2K
$944K
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
97+ 3.64% |
$7.32K - $8.63K
|
2.76K
$257K
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
95+ 2.32% |
$7.16K - $8.45K
|
4.18K
$389K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
95New |
$7.16K - $8.45K
|
95
$8.84K
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
94New |
$7.09K - $8.36K
|
94
$8.75K
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
94New |
$7.09K - $8.36K
|
94
$8.75K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
89+ 1.7% |
$6.71K - $7.92K
|
5.31K
$494K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
88+ 19.47% |
$6.64K - $7.83K
|
540
$50.2K
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
88+ 2.06% |
$6.64K - $7.83K
|
4.37K
$406K
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
84+ 2.48% |
$6.34K - $7.47K
|
3.47K
$322K
|
|
May 02, 2025
Q1 2025
|
Forte Capital LLC
|
BUY
|
- |
84+ 0.22% |
$6.34K - $7.47K
|
39K
$3.63M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
84+ 2.3% |
$6.34K - $7.47K
|
3.74K
$348K
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
83+ 2.57% |
$6.26K - $7.38K
|
3.31K
$308K
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
78+ 2.73% |
$5.88K - $6.94K
|
2.94K
$273K
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
BUY
|
- |
71+ 0.45% |
$5.35K - $6.32K
|
15.9K
$1.48M
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
69+ 0.82% |
$5.2K - $6.14K
|
8.44K
$785K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
66+ 0.78% |
$4.98K - $5.87K
|
8.48K
$789K
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
65+ 1.38% |
$4.9K - $5.78K
|
4.77K
$443K
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
65+ 1.64% |
$4.9K - $5.78K
|
4.03K
$375K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
59+ 0.44% |
$4.45K - $5.25K
|
13.6K
$1.27M
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
59+ 0.41% |
$4.45K - $5.25K
|
14.6K
$1.36M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
58+ 2.42% |
$4.37K - $5.16K
|
2.45K
$228K
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
58+ 0.17% |
$4.37K - $5.16K
|
35.1K
$3.27M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
57+ 8.65% |
$4.3K - $5.07K
|
716
$66.6K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
56+ 70.0% |
$4.22K - $4.98K
|
136
$12.7K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
56+ 0.07% |
$4.22K - $4.98K
|
80.2K
$7.46M
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
56New |
$4.22K - $4.98K
|
56
$5.21K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
55+ 16.67% |
$4.15K - $4.89K
|
385
$35.8K
|
|
Apr 16, 2025
Q1 2025
|
Bnc Wealth Management, LLC
|
BUY
|
- |
53+ 0.1% |
$4K - $4.71K
|
50.5K
$4.7M
|