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
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.98K+ 48.28% |
$198K - $231K
|
15.3K
$1.2M
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 18.86% |
$198K - $231K
|
31.4K
$2.46M
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
4.97K+ 95.65% |
$197K - $231K
|
10.2K
$797K
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.96KNew |
$197K - $230K
|
4.96K
$389K
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
4.94KNew |
$196K - $229K
|
4.94K
$387K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.9K+ 5.03% |
$194K - $227K
|
102K
$8.01M
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
4.9K+ 3.75% |
$194K - $227K
|
136K
$10.6M
|
|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
4.87K+ 7.94% |
$193K - $226K
|
66.2K
$5.18M
|
|
Aug 14, 2023
Q2 2023
|
Blue Mar Capital Management, LLC
Miami, FL |
BUY
|
- |
4.85K+ 5.71% |
$192K - $225K
|
89.7K
$7.02M
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
4.74KNew |
$188K - $220K
|
4.74K
$371K
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.74KNew |
$188K - $220K
|
4.74K
$371K
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
4.73K+ 0.58% |
$188K - $219K
|
815K
$63.8M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
4.71K+ 123.42% |
$187K - $218K
|
8.53K
$668K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.66K+ 10.69% |
$185K - $216K
|
48.3K
$3.78M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.58KNew |
$182K - $212K
|
4.58K
$359K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.52KNew |
$179K - $210K
|
4.52K
$354K
|
|
Aug 11, 2023
Q2 2023
|
Searle & Co.
|
BUY
|
- |
4.5KNew |
$179K - $209K
|
4.5K
$352K
|
|
Aug 02, 2023
Q2 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.37K+ 2.02% |
$173K - $203K
|
220K
$17.2M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.17K+ 22.7% |
$165K - $193K
|
22.5K
$1.76M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.16K+ 23.33% |
$165K - $193K
|
22K
$1.72M
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.16K+ 6.08% |
$165K - $193K
|
72.5K
$5.68M
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4K+ 53.33% |
$159K - $185K
|
11.5K
$900K
|
|
Aug 03, 2023
Q2 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
3.9K+ 1.67% |
$155K - $181K
|
237K
$18.6M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.89K+ 2.98% |
$154K - $180K
|
134K
$10.5M
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
3.87K+ 3.65% |
$153K - $179K
|
110K
$8.6M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.84K+ 1.93% |
$152K - $178K
|
203K
$15.9M
|
|
Jul 18, 2023
Q2 2023
|
Denali Advisors LLC
|
BUY
|
- |
3.81K+ 30.35% |
$151K - $177K
|
16.4K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.75K+ 41.16% |
$149K - $174K
|
12.9K
$1.01M
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.7K+ 11.99% |
$147K - $172K
|
34.6K
$2.71M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.58KNew |
$142K - $166K
|
3.58K
$281K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.58K+ 59.09% |
$142K - $166K
|
9.65K
$755K
|
|
Aug 11, 2023
Q2 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
3.45KNew |
$137K - $160K
|
3.45K
$270K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.4K+ 1.74% |
$135K - $158K
|
199K
$15.6M
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.35K+ 8.12% |
$133K - $155K
|
44.6K
$3.49M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.34KNew |
$132K - $155K
|
3.34K
$261K
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.31K+ 9.74% |
$131K - $154K
|
37.3K
$2.92M
|
|
Aug 02, 2023
Q2 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
3.19K+ 4.72% |
$127K - $148K
|
70.7K
$5.54M
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
3.18K+ 29.45% |
$126K - $147K
|
14K
$1.09M
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.16K+ 8.98% |
$125K - $146K
|
38.3K
$3M
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.07K+ 28.9% |
$122K - $142K
|
13.7K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.07K+ 13.59% |
$122K - $142K
|
25.6K
$2.01M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
2.96KNew |
$117K - $137K
|
2.96K
$231K
|
|
Jul 12, 2023
Q2 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.95K+ 1.07% |
$117K - $137K
|
280K
$21.9M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.95K+ 12.61% |
$117K - $137K
|
26.4K
$2.06M
|
|
Aug 14, 2023
Q2 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 0.04% |
$117K - $136K
|
7.24M
$567M
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
BUY
|
- |
2.9K+ 58.0% |
$115K - $134K
|
7.9K
$618K
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
2.85K+ 18.43% |
$113K - $132K
|
18.3K
$1.44M
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.84KNew |
$112K - $131K
|
2.84K
$222K
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.49K+ 11.61% |
$98.7K - $115K
|
23.9K
$1.87M
|
|
Jul 20, 2023
Q2 2023
|
Garland Capital Management Inc
|
BUY
|
- |
2.48K+ 2.49% |
$98.4K - $115K
|
102K
$7.99M
|