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 01, 2025
Q1 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
53+ 25.73% |
$4K - $4.71K
|
259
$24.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
52+ 12.87% |
$3.92K - $4.63K
|
456
$42.4K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
52+ 0.26% |
$3.92K - $4.63K
|
19.8K
$1.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50+ 26.88% |
$3.77K - $4.45K
|
236
$22K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
50New |
$3.77K - $4.45K
|
50
$4.65K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
50New |
$3.77K - $4.45K
|
50
$4.65K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
50+ 0.28% |
$3.77K - $4.45K
|
17.7K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
45+ 0.89% |
$3.39K - $4K
|
5.1K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
43+ 1.35% |
$3.24K - $3.82K
|
3.24K
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
43+ 0.12% |
$3.24K - $3.82K
|
35.5K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
42+ 0.74% |
$3.17K - $3.74K
|
5.69K
$529K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
40+ 0.44% |
$3.02K - $3.56K
|
9.03K
$841K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
40+ 0.91% |
$3.02K - $3.56K
|
4.44K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
40+ 114.29% |
$3.02K - $3.56K
|
75
$6.98K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
38+ 0.97% |
$2.87K - $3.38K
|
3.97K
$369K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38+ 1.44% |
$2.87K - $3.38K
|
2.68K
$249K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
38+ 1.8% |
$2.87K - $3.38K
|
2.15K
$200K
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
38+ 7.02% |
$2.87K - $3.38K
|
579
$53.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
37+ 0.54% |
$2.79K - $3.29K
|
6.95K
$646K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
36New |
$2.72K - $3.2K
|
36
$3.35K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36+ 1.35% |
$2.72K - $3.2K
|
2.7K
$251K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
35+ 388.89% |
$2.64K - $3.11K
|
44
$4.09K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
34+ 0.76% |
$2.56K - $3.02K
|
4.49K
$418K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
33New |
$2.49K - $2.94K
|
33
$3.07K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
31+ 0.7% |
$2.34K - $2.76K
|
4.47K
$416K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
30+ 0.77% |
$2.26K - $2.67K
|
3.94K
$366K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
30+ 0.12% |
$2.26K - $2.67K
|
25.8K
$2.4M
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
30+ 0.51% |
$2.26K - $2.67K
|
5.95K
$553K
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
30+ 0.18% |
$2.26K - $2.67K
|
16.4K
$1.52M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
29+ 1.06% |
$2.19K - $2.58K
|
2.76K
$256K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
26+ 0.54% |
$1.96K - $2.31K
|
4.81K
$447K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
26New |
$1.96K - $2.31K
|
26
$2.42K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
25New |
$1.89K - $2.22K
|
25
$2.33K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
25+ 73.53% |
$1.89K - $2.22K
|
59
$5.49K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
24New |
$1.81K - $2.13K
|
24
$2.23K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
22+ 2.38% |
$1.66K - $1.96K
|
948
$88.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
20+ 0.6% |
$1.51K - $1.78K
|
3.38K
$314K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
20New |
$1.51K - $1.78K
|
20
$1.86K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
19+ 0.21% |
$1.43K - $1.69K
|
8.88K
$826K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
17+ 8.42% |
$1.28K - $1.51K
|
219
$20.4K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
17+ 1700.0% |
$1.28K - $1.51K
|
18
$1.67K
|
|
|
Apr 22, 2025
Q1 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
16+ 0.38% |
$1.21K - $1.42K
|
4.26K
$396K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
15+ 78.95% |
$1.13K - $1.33K
|
34
$3.16K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.29% |
$905 - $1.07K
|
4.21K
$392K
|
|
|
Apr 09, 2025
Q1 2025
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
11+ 0.35% |
$830 - $978
|
3.12K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
BUY
|
- |
11+ 0.33% |
$830 - $978
|
3.37K
$314K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11New |
$830 - $978
|
11
$1.02K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
10+ 62.5% |
$754 - $890
|
26
$2.42K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
10+ 0.22% |
$754 - $890
|
4.5K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
10New |
$754 - $890
|
10
$931
|