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 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
785+ 33.28% |
$59.2K - $69.8K
|
3.14K
$293K
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
783+ 12.44% |
$59.1K - $69.6K
|
7.08K
$660K
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
769+ 2.84% |
$58K - $68.4K
|
27.8K
$2.59M
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
769+ 7.34% |
$58K - $68.4K
|
11.2K
$1.05M
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
757New |
$57.1K - $67.3K
|
757
$70.6K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
756+ 5.13% |
$57K - $67.2K
|
15.5K
$1.45M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
749+ 27.06% |
$56.5K - $66.6K
|
3.52K
$328K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
737New |
$55.6K - $65.6K
|
737
$68.7K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
728+ 2.46% |
$54.9K - $64.8K
|
30.3K
$2.82M
|
|
May 16, 2025
Q1 2025
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
723+ 2.29% |
$54.5K - $64.3K
|
32.3K
$3.02M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
714+ 2.49% |
$53.8K - $63.5K
|
29.4K
$2.74M
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
711+ 2.79% |
$53.6K - $63.2K
|
26.2K
$2.44M
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
672New |
$50.7K - $59.8K
|
672
$62.7K
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
666+ 3.91% |
$50.2K - $59.2K
|
17.7K
$1.65M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
661+ 2.01% |
$49.9K - $58.8K
|
33.6K
$3.13M
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
654+ 1816.67% |
$49.3K - $58.2K
|
690
$64.3K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
636+ 10.79% |
$48K - $56.6K
|
6.53K
$609K
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
622+ 12.83% |
$46.9K - $55.3K
|
5.47K
$510K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
620New |
$46.8K - $55.1K
|
620
$57.8K
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
609+ 19.46% |
$45.9K - $54.2K
|
3.74K
$349K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
601+ 28.24% |
$45.3K - $53.5K
|
2.73K
$254K
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
600+ 37.45% |
$45.3K - $53.4K
|
2.2K
$205K
|
|
May 15, 2025
Q1 2025
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
600+ 2.07% |
$45.3K - $53.4K
|
29.6K
$2.76M
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
592+ 0.28% |
$44.6K - $52.7K
|
212K
$19.8M
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
585+ 19.02% |
$44.1K - $52K
|
3.66K
$341K
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
570+ 1.51% |
$43K - $50.7K
|
38.4K
$3.58M
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
557+ 5.01% |
$42K - $49.5K
|
11.7K
$1.09M
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
531+ 28.86% |
$40K - $47.2K
|
2.37K
$221K
|
|
May 14, 2025
Q1 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
530+ 15.97% |
$40K - $47.1K
|
3.85K
$359K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
521+ 2.59% |
$39.3K - $46.3K
|
20.7K
$1.93M
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
515+ 5.92% |
$38.8K - $45.8K
|
9.21K
$859K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
506New |
$38.2K - $45K
|
506
$47.2K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
503+ 7.76% |
$37.9K - $44.7K
|
6.99K
$652K
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
494+ 2.68% |
$37.3K - $43.9K
|
18.9K
$1.76M
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
492+ 806.56% |
$37.1K - $43.8K
|
553
$51.6K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
489+ 5.57% |
$36.9K - $43.5K
|
9.27K
$864K
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
488+ 2.91% |
$36.8K - $43.4K
|
17.3K
$1.61M
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
485+ 9.49% |
$36.6K - $43.1K
|
5.59K
$522K
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
478+ 2.97% |
$36.1K - $42.5K
|
16.6K
$1.55M
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
471New |
$35.5K - $41.9K
|
471
$43.9K
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
470+ 1.83% |
$35.4K - $41.8K
|
26.1K
$2.44M
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
463+ 5.05% |
$34.9K - $41.2K
|
9.63K
$898K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
461+ 6.18% |
$34.8K - $41K
|
7.92K
$738K
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
460+ 2.82% |
$34.7K - $40.9K
|
16.8K
$1.57M
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
460New |
$34.7K - $40.9K
|
460
$42.9K
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
441+ 3.0% |
$33.3K - $39.2K
|
15.1K
$1.41M
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
432+ 10.49% |
$32.6K - $38.4K
|
4.55K
$424K
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
429+ 71.86% |
$32.4K - $38.2K
|
1.03K
$95.7K
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
424+ 14.95% |
$32K - $37.7K
|
3.26K
$304K
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
409New |
$30.8K - $36.4K
|
409
$38.1K
|