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 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
3.42KNew |
$258K - $305K
|
3.42K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.42KNew |
$258K - $304K
|
3.42K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.42K+ 8.18% |
$258K - $304K
|
45.3K
$4.22M
|
|
|
May 05, 2025
Q1 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
3.42KNew |
$258K - $304K
|
3.42K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
3.38KNew |
$255K - $301K
|
3.38K
$316K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.32K+ 109.2% |
$251K - $296K
|
6.37K
$594K
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.31KNew |
$249K - $294K
|
3.31K
$308K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.3K+ 9.59% |
$249K - $294K
|
37.7K
$3.52M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
3.25K+ 6.0% |
$245K - $289K
|
57.3K
$5.34M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.24KNew |
$244K - $288K
|
3.24K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.24KNew |
$244K - $288K
|
3.24K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3.24K+ 70.39% |
$244K - $288K
|
7.84K
$731K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.23K+ 3.97% |
$243K - $287K
|
84.4K
$7.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.15K+ 8.07% |
$237K - $280K
|
42.2K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.11K+ 26.8% |
$235K - $277K
|
14.7K
$1.37M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.94KNew |
$222K - $262K
|
2.94K
$274K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.84KNew |
$214K - $253K
|
2.84K
$265K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.82KNew |
$213K - $251K
|
2.82K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
2.82KNew |
$213K - $251K
|
2.82K
$263K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.78K+ 23.07% |
$210K - $247K
|
14.8K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.78KNew |
$210K - $247K
|
2.78K
$259K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.72KNew |
$205K - $242K
|
2.72K
$254K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 49.74% |
$205K - $242K
|
8.19K
$764K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.72KNew |
$205K - $241K
|
2.72K
$253K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.66KNew |
$201K - $237K
|
2.66K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.66K+ 13.62% |
$201K - $237K
|
22.2K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.66KNew |
$200K - $236K
|
2.66K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.66KNew |
$200K - $236K
|
2.66K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.65KNew |
$200K - $236K
|
2.65K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.64KNew |
$199K - $235K
|
2.64K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.64KNew |
$199K - $235K
|
2.64K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.61K+ 55.04% |
$197K - $232K
|
7.36K
$686K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
2.6KNew |
$196K - $231K
|
2.6K
$243K
|
|
|
May 09, 2025
Q1 2025
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
2.6KNew |
$196K - $231K
|
2.6K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Arnhold LLC
|
BUY
|
- |
2.59KNew |
$196K - $231K
|
2.59K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.59K+ 1.14% |
$195K - $230K
|
231K
$21.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
2.58KNew |
$195K - $230K
|
2.58K
$241K
|
|
|
Apr 16, 2025
Q1 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
2.57KNew |
$194K - $229K
|
2.57K
$240K
|
|
|
May 09, 2025
Q1 2025
|
Ing Groep Nv
|
BUY
|
- |
2.56K+ 33.08% |
$193K - $228K
|
10.3K
$962K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.55K+ 7.39% |
$193K - $227K
|
37.1K
$3.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.55KNew |
$192K - $227K
|
2.55K
$238K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
2.55KNew |
$192K - $227K
|
2.55K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
BUY
|
- |
2.54KNew |
$192K - $226K
|
2.54K
$237K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.54K+ 76.76% |
$192K - $226K
|
5.85K
$545K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.54K+ 134.91% |
$191K - $225K
|
4.41K
$412K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.53KNew |
$191K - $225K
|
2.53K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.53KNew |
$191K - $225K
|
2.53K
$236K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
2.53KNew |
$191K - $225K
|
2.53K
$236K
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.52KNew |
$190K - $224K
|
2.52K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
2.51KNew |
$189K - $223K
|
2.51K
$234K
|