Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-143- 0.9% |
$5.67K - $6.63K
|
15.7K
$1.23M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-147- 47.27% |
$5.83K - $6.81K
|
164
$12.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-147- 26.87% |
$5.83K - $6.81K
|
400
$31.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-148- 21.96% |
$5.87K - $6.86K
|
526
$41.2K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-150- 14.34% |
$5.95K - $6.95K
|
896
$70.1K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-150- 6.82% |
$5.95K - $6.95K
|
2.05K
$160K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-150- 0.65% |
$5.95K - $6.95K
|
23.1K
$1.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-150- 1.9% |
$5.95K - $6.95K
|
7.74K
$606K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-165- 0.63% |
$6.55K - $7.65K
|
26.2K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-165- 3.93% |
$6.55K - $7.65K
|
4.03K
$316K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-170- 2.25% |
$6.74K - $7.88K
|
7.38K
$577K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-177- 3.71% |
$7.02K - $8.21K
|
4.6K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-177- 0.5% |
$7.02K - $8.21K
|
35K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-181- 1.45% |
$7.18K - $8.39K
|
12.3K
$965K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-182- 2.45% |
$7.22K - $8.44K
|
7.25K
$567K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-199- 0.89% |
$7.89K - $9.23K
|
22.2K
$1.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-199- 1.19% |
$7.89K - $9.23K
|
16.5K
$1.29M
|
|
|
Jul 03, 2023
Q2 2023
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-200- 0.08% |
$7.93K - $9.27K
|
254K
$19.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-200- 14.29% |
$7.93K - $9.27K
|
1.2K
$93.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 9.98% |
$7.93K - $9.27K
|
1.81K
$141K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-201- 90.13% |
$7.97K - $9.32K
|
22
$1.72K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-212- 9.18% |
$8.41K - $9.83K
|
2.1K
$164K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-214- 1.8% |
$8.49K - $9.92K
|
11.7K
$916K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-221- 92.86% |
$8.77K - $10.2K
|
17
$1.33K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-227- 8.65% |
$9.01K - $10.5K
|
2.4K
$188K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-230- 5.33% |
$9.12K - $10.7K
|
4.09K
$320K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-234- 65.18% |
$9.28K - $10.8K
|
125
$9.79K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-246- 38.74% |
$9.76K - $11.4K
|
389
$30.5K
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 2.23% |
$9.92K - $11.6K
|
11K
$857K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-256- 3.84% |
$10.2K - $11.9K
|
6.41K
$501K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-257- 2.44% |
$10.2K - $11.9K
|
10.3K
$806K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-260- 1.57% |
$10.3K - $12.1K
|
16.3K
$1.28M
|
|
|
Jul 13, 2023
Q2 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-267- 1.27% |
$10.6K - $12.4K
|
20.8K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-268- 2.95% |
$10.6K - $12.4K
|
8.81K
$690K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-275- 7.89% |
$10.9K - $12.7K
|
3.21K
$251K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-289- 3.04% |
$11.5K - $13.4K
|
9.21K
$721K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-295- 1.23% |
$11.7K - $13.7K
|
23.7K
$1.85M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-299- 6.01% |
$11.9K - $13.9K
|
4.67K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-304- 5.92% |
$12.1K - $14.1K
|
4.84K
$379K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-304- 1.88% |
$12.1K - $14.1K
|
15.9K
$1.24M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-305- 5.7% |
$12.1K - $14.1K
|
5.05K
$395K
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-306- 0.61% |
$12.1K - $14.2K
|
49.5K
$3.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-321- 0.74% |
$12.7K - $14.9K
|
43.3K
$3.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-329- 1.6% |
$13.1K - $15.3K
|
20.3K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-334- 0.66% |
$13.2K - $15.5K
|
50.2K
$3.93M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-346- 0.5% |
$13.7K - $16K
|
68.9K
$5.4M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-351- 5.51% |
$13.9K - $16.3K
|
6.02K
$471K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-351- 5.51% |
$13.9K - $16.3K
|
6.02K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-370- 5.87% |
$14.7K - $17.2K
|
5.94K
$465K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-370- 6.07% |
$14.7K - $17.2K
|
5.72K
$448K
|