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
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-259- 1.12% |
$19.5K - $23K
|
22.8K
$2.12M
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-260- 7.12% |
$19.6K - $23.1K
|
3.39K
$316K
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-272- 11.44% |
$20.5K - $24.2K
|
2.11K
$196K
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-276- 2.72% |
$20.8K - $24.6K
|
9.88K
$920K
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-280- 2.56% |
$21.1K - $24.9K
|
10.7K
$992K
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-280- 4.34% |
$21.1K - $24.9K
|
6.18K
$575K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-282- 24.35% |
$21.3K - $25.1K
|
876
$81.5K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-284- 0.55% |
$21.4K - $25.3K
|
51.8K
$4.82M
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-284- 3.76% |
$21.4K - $25.3K
|
7.27K
$676K
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-292- 3.84% |
$22K - $26K
|
7.31K
$680K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-292- 1.25% |
$22K - $26K
|
23K
$2.14M
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-295- 36.83% |
$22.2K - $26.2K
|
506
$47.1K
|
|
May 15, 2025
Q1 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-300- 0.3% |
$22.6K - $26.7K
|
99.7K
$9.27M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-303- 74.26% |
$22.9K - $27K
|
105
$9.77K
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-308- 1.56% |
$23.2K - $27.4K
|
19.5K
$1.81M
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-315- 1.05% |
$23.8K - $28K
|
29.7K
$2.77M
|
|
Apr 21, 2025
Q1 2025
|
Abundance Wealth Counselors
|
SELL
|
- |
-323- 10.29% |
$24.4K - $28.7K
|
2.82K
$262K
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-323- 0.88% |
$24.4K - $28.7K
|
36.4K
$3.39M
|
|
Apr 30, 2025
Q1 2025
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-335- 1.7% |
$25.3K - $29.8K
|
19.4K
$1.8M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-339- 11.8% |
$25.6K - $30.2K
|
2.53K
$236K
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-339- 3.73% |
$25.6K - $30.2K
|
8.75K
$814K
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-341- 10.62% |
$25.7K - $30.3K
|
2.87K
$267K
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-342- 4.82% |
$25.8K - $30.4K
|
6.76K
$629K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-344- 3.46% |
$25.9K - $30.6K
|
9.6K
$894K
|
|
May 07, 2025
Q1 2025
|
Schulhoff & CO Inc
|
SELL
|
- |
-348- 2.86% |
$26.2K - $31K
|
11.8K
$1.1M
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-350- 35.0% |
$26.4K - $31.1K
|
650
$60.5K
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-350- 3.33% |
$26.4K - $31.1K
|
10.2K
$944K
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-360- 9.35% |
$27.2K - $32K
|
3.49K
$325K
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-361- 1.6% |
$27.2K - $32.1K
|
22.2K
$2.07M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-366- 9.43% |
$27.6K - $32.6K
|
3.52K
$327K
|
|
May 14, 2025
Q1 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-367- 6.07% |
$27.7K - $32.6K
|
5.68K
$528K
|
|
May 13, 2025
Q1 2025
|
Delta Financial Advisors LLC
|
SELL
|
- |
-378- 0.79% |
$28.5K - $33.6K
|
47.3K
$4.4M
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-390- 3.04% |
$29.4K - $34.7K
|
12.4K
$1.16M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-392- 6.69% |
$29.6K - $34.9K
|
5.47K
$509K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-394- 5.06% |
$29.7K - $35K
|
7.39K
$688K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-395- 2.23% |
$29.8K - $35.1K
|
17.3K
$1.61M
|
|
Apr 29, 2025
Q1 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-400- 10.53% |
$30.2K - $35.6K
|
3.4K
$316K
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-400- 11.76% |
$30.2K - $35.6K
|
3K
$279K
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-404- 0.45% |
$30.5K - $35.9K
|
89.2K
$8.3M
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-409- 4.54% |
$30.8K - $36.4K
|
8.61K
$801K
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-410- 1.01% |
$30.9K - $36.5K
|
40K
$3.72M
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-413- 3.53% |
$31.1K - $36.7K
|
11.3K
$1.05M
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-415- 97.88% |
$31.3K - $36.9K
|
9
$837
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-429- 2.15% |
$32.4K - $38.2K
|
19.5K
$1.82M
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
SELL
|
- |
-447- 0.55% |
$33.7K - $39.8K
|
81.1K
$7.55M
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-448- 0.83% |
$33.8K - $39.8K
|
53.6K
$4.99M
|
|
May 14, 2025
Q1 2025
|
Groupe La Francaise
Paris, I0 |
SELL
|
- |
-464- 9.76% |
$35K - $41.3K
|
4.29K
$399K
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-481- 15.09% |
$36.3K - $42.8K
|
2.71K
$252K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-483- 38.7% |
$36.4K - $43K
|
765
$71.2K
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-484- 3.27% |
$36.5K - $43.1K
|
14.3K
$1.33M
|