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 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.51K+ 9.08% |
$189K - $223K
|
30.1K
$2.81M
|
|
|
May 12, 2025
Q1 2025
|
Nbw Capital LLC
|
BUY
|
- |
2.5KNew |
$189K - $222K
|
2.5K
$233K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
2.5KNew |
$188K - $222K
|
2.5K
$233K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.49KNew |
$188K - $222K
|
2.49K
$232K
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
2.49KNew |
$188K - $221K
|
2.49K
$232K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.49KNew |
$187K - $221K
|
2.49K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Enterprise Bank & Trust CO
|
BUY
|
- |
2.48KNew |
$187K - $221K
|
2.48K
$231K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
2.47KNew |
$186K - $220K
|
2.47K
$231K
|
|
|
Apr 30, 2025
Q1 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2.46KNew |
$186K - $219K
|
2.46K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
2.46KNew |
$186K - $219K
|
2.46K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.46K+ 43.39% |
$185K - $219K
|
8.12K
$757K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.44KNew |
$184K - $217K
|
2.44K
$228K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
BUY
|
- |
2.43KNew |
$184K - $217K
|
2.43K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.43KNew |
$184K - $217K
|
2.43K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.42KNew |
$183K - $215K
|
2.42K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.42KNew |
$183K - $215K
|
2.42K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
2.41KNew |
$182K - $214K
|
2.41K
$225K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
2.4KNew |
$181K - $213K
|
2.4K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.4KNew |
$181K - $213K
|
2.4K
$224K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
2.4KNew |
$181K - $213K
|
2.4K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
2.4KNew |
$181K - $213K
|
2.4K
$224K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
2.4K+ 44.5% |
$181K - $213K
|
7.79K
$726K
|
|
|
Apr 15, 2025
Q1 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.4KNew |
$181K - $213K
|
2.4K
$223K
|
|
|
May 15, 2025
Q1 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
2.27K+ 36.55% |
$171K - $202K
|
8.49K
$791K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
2.22K+ 7.59% |
$167K - $197K
|
31.4K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.19K+ 27.1% |
$165K - $194K
|
10.3K
$956K
|
|
|
May 13, 2025
Q1 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
2.14KNew |
$161K - $190K
|
2.14K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.14K+ 44.88% |
$161K - $190K
|
6.9K
$643K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
2.13K+ 17.64% |
$160K - $189K
|
14.2K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.12K+ 12.44% |
$160K - $188K
|
19.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.11K+ 6.57% |
$159K - $187K
|
34.2K
$3.19M
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
2.03K+ 56.83% |
$153K - $181K
|
5.61K
$523K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.03K+ 38.73% |
$153K - $181K
|
7.27K
$678K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
1.97K+ 2.32% |
$149K - $175K
|
86.7K
$8.09M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.89KNew |
$143K - $168K
|
1.89K
$177K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.89K+ 2.51% |
$142K - $168K
|
77K
$7.18M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 144.4% |
$141K - $166K
|
3.17K
$295K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.81K+ 23.89% |
$136K - $161K
|
9.37K
$873K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.77K+ 0.71% |
$133K - $157K
|
251K
$23.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.71K+ 5.56% |
$129K - $152K
|
32.5K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.7K+ 1.69% |
$128K - $151K
|
102K
$9.5M
|
|
|
May 14, 2025
Q1 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
1.59K+ 3.17% |
$120K - $141K
|
51.7K
$4.82M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.57K+ 7.32% |
$118K - $140K
|
23K
$2.15M
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.55K+ 11.58% |
$117K - $138K
|
14.9K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
1.53K+ 11.94% |
$115K - $136K
|
14.3K
$1.34M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.46K+ 4.19% |
$110K - $130K
|
36.4K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.46K+ 3.56% |
$110K - $130K
|
42.5K
$3.96M
|
|
|
May 12, 2025
Q1 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.45K+ 1.78% |
$110K - $129K
|
83.2K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.45K+ 1.86% |
$109K - $129K
|
79.4K
$7.4M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 11.39% |
$108K - $127K
|
14K
$1.31M
|