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
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.37K+ 7.2% |
$93.9K - $110K
|
35.2K
$2.76M
|
|
|
Aug 09, 2023
Q2 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
2.36K+ 1.43% |
$93.5K - $109K
|
167K
$13.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.36KNew |
$93.4K - $109K
|
2.36K
$184K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.32K+ 5.56% |
$92.1K - $108K
|
44.1K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
2.27K+ 2.57% |
$90K - $105K
|
90.5K
$7.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.25K+ 16.25% |
$89.3K - $104K
|
16.1K
$1.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.23K+ 3.84% |
$88.5K - $103K
|
60.3K
$4.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
2.21K+ 1.58% |
$87.6K - $102K
|
142K
$11.1M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.19K+ 5.09% |
$86.7K - $101K
|
45.1K
$3.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
2.17K+ 0.91% |
$86K - $101K
|
242K
$18.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
2.14KNew |
$84.9K - $99.2K
|
2.14K
$167K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.06K+ 19.44% |
$81.7K - $95.5K
|
12.7K
$990K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.05K+ 13.52% |
$81.4K - $95.2K
|
17.2K
$1.35M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.04K+ 24.34% |
$80.8K - $94.5K
|
10.4K
$815K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
2K+ 74.13% |
$79.3K - $92.7K
|
4.7K
$368K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2K+ 10.3% |
$79.3K - $92.7K
|
21.4K
$1.68M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2K+ 10.3% |
$79.3K - $92.7K
|
21.4K
$1.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.95K+ 9.31% |
$77.4K - $90.4K
|
22.9K
$1.79M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 39.28% |
$77.1K - $90.1K
|
6.89K
$539K
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
1.9K+ 5.58% |
$75.4K - $88.1K
|
36K
$2.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.82K+ 2.06% |
$72.2K - $84.4K
|
90.2K
$7.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Cove Street Capital, LLC
El Segundo, CA |
BUY
|
- |
1.8K+ 6.79% |
$71.4K - $83.4K
|
28.3K
$2.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
1.73K+ 4.24% |
$68.5K - $80.1K
|
42.4K
$3.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.72K+ 4.93% |
$68.1K - $79.6K
|
36.5K
$2.86M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.7K+ 4.99% |
$67.4K - $78.8K
|
35.8K
$2.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.69K+ 0.89% |
$66.9K - $78.2K
|
191K
$14.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.56K+ 3.55% |
$62K - $72.5K
|
45.6K
$3.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.46K+ 1330.0% |
$58K - $67.8K
|
1.57K
$123K
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
BUY
|
- |
1.45K+ 1.14% |
$57.6K - $67.3K
|
128K
$10M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.42K+ 10.99% |
$56.5K - $66K
|
14.4K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
1.42K+ 0.81% |
$56.5K - $66K
|
177K
$13.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.35K+ 24.93% |
$53.6K - $62.7K
|
6.78K
$530K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
BUY
|
- |
1.3K+ 1.02% |
$51.6K - $60.3K
|
129K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.3K+ 14.16% |
$51.4K - $60.1K
|
10.4K
$818K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.29K+ 18.62% |
$51.2K - $59.9K
|
8.23K
$644K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.29K+ 21.29% |
$51.1K - $59.7K
|
7.34K
$574K
|
|
|
Aug 14, 2023
Q2 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
BUY
|
- |
1.28K+ 0.65% |
$50.8K - $59.4K
|
199K
$15.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.27K+ 6.32% |
$50.3K - $58.8K
|
21.4K
$1.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.23K+ 11.07% |
$49K - $57.2K
|
12.4K
$970K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.19K+ 1.4% |
$47.3K - $55.3K
|
86.6K
$6.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
1.17K+ 432.84% |
$46.5K - $54.4K
|
1.44K
$113K
|
|
|
Aug 04, 2023
Q2 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.15K+ 4.95% |
$45.8K - $53.5K
|
24.5K
$1.92M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 6.58% |
$42.9K - $50.2K
|
17.5K
$1.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.06K+ 16.5% |
$41.9K - $49K
|
7.46K
$584K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.05K+ 474.32% |
$41.8K - $48.8K
|
1.28K
$99.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.02K+ 2.05% |
$40.3K - $47.1K
|
50.5K
$3.96M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.01K+ 19.29% |
$40.1K - $46.9K
|
6.26K
$490K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
965+ 23.15% |
$38.3K - $44.7K
|
5.13K
$402K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
960New |
$38.1K - $44.5K
|
960
$75.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Shayne & Co., LLC
|
BUY
|
- |
884+ 1.99% |
$35.1K - $41K
|
45.2K
$3.54M
|