Purchases and Sales Made in Q2 2023 in Bank Of New York Mellon Corp (BK)

BK Quotes by TradingView

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 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
883
New
$35K - $40.9K
883 $69.1K
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
881
+ 34.66%
$34.9K - $40.8K
3.42K $268K
Jul 11, 2023 Q2 2023
Northwest Investment Counselors, LLC

BUY
 -
873
+ 1.33%
$34.6K - $40.5K
66.4K $5.19M
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
791
+ 5.27%
$31.4K - $36.7K
15.8K $1.24M
Jul 31, 2023 Q2 2023
Tobam

BUY
 -
780
+ 17.7%
$30.9K - $36.2K
5.19K $406K
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
777
+ 0.85%
$30.8K - $36K
92.2K $7.22M
Jul 20, 2023 Q2 2023
Duncker Streett & CO Inc

BUY
 -
750
New
$29.8K - $34.8K
750 $58.7K
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
736
+ 14.51%
$29.2K - $34.1K
5.81K $455K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
736
+ 14.51%
$29.2K - $34.1K
5.81K $455K
Aug 08, 2023 Q2 2023
Pettee Investors, Inc.

BUY
 -
730
+ 5.94%
$29K - $33.8K
13K $1.02M
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
706
+ 7.7%
$28K - $32.7K
9.87K $773K
Aug 14, 2023 Q2 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
700
+ 6.04%
$27.8K - $32.5K
12.3K $962K
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
689
+ 3.21%
$27.3K - $31.9K
22.2K $1.74M
Jul 27, 2023 Q2 2023
Leisure Capital Management

BUY
 -
685
+ 3.56%
$27.2K - $31.8K
19.9K $1.56M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
678
+ 9.29%
$26.9K - $31.4K
7.98K $625K
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
671
+ 6.25%
$26.6K - $31.1K
11.4K $893K
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
671
+ 3.07%
$26.6K - $31.1K
22.6K $1.77M
Jul 11, 2023 Q2 2023
Paragon Capital Management LTD

BUY
 -
667
+ 13.75%
$26.5K - $30.9K
5.52K $432K
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
667
+ 14.09%
$26.5K - $30.9K
5.4K $423K
Jul 31, 2023 Q2 2023
Jeppson Wealth Management, LLC

BUY
 -
650
+ 10.47%
$25.8K - $30.1K
6.86K $537K
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
650
+ 6.58%
$25.8K - $30.1K
10.5K $824K
Aug 14, 2023 Q2 2023
Gilbert & Cook, Inc.

BUY
 -
618
+ 8.21%
$24.5K - $28.7K
8.14K $637K
Jul 13, 2023 Q2 2023
Live Oak Investment Partners

Austin, TX
BUY
 -
609
+ 2.89%
$24.2K - $28.2K
21.6K $1.69M
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
604
+ 3.74%
$24K - $28K
16.8K $1.31M
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
600
+ 8.25%
$23.8K - $27.8K
7.87K $616K
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
600
New
$23.8K - $27.8K
600 $47K
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
597
+ 13.55%
$23.7K - $27.7K
5K $392K
Aug 07, 2023 Q2 2023
Rb Capital Management, LLC

BUY
 -
582
+ 7.74%
$23.1K - $27K
8.1K $634K
Aug 10, 2023 Q2 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
570
+ 2.04%
$22.6K - $26.4K
28.5K $2.23M
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
565
+ 0.66%
$22.4K - $26.2K
86.5K $6.77M
Aug 09, 2023 Q2 2023
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
550
+ 0.44%
$21.8K - $25.5K
125K $9.81M
Aug 10, 2023 Q2 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
507
+ 4.63%
$20.1K - $23.5K
11.5K $897K
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
501
+ 2.57%
$19.9K - $23.2K
20K $1.57M
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
495
+ 3.15%
$19.6K - $22.9K
16.2K $1.27M
Jul 11, 2023 Q2 2023
Atlantic Union Bankshares Corp

BUY
 -
434
+ 6.4%
$17.2K - $20.1K
7.21K $565K
Aug 14, 2023 Q2 2023
Fund Management At Engine No. 1 LLC

San Francisco, CA
BUY
 -
434
+ 4.87%
$17.2K - $20.1K
9.35K $732K
Aug 07, 2023 Q2 2023
Concord Wealth Partners

BUY
 -
433
+ 17.06%
$17.2K - $20.1K
2.97K $233K
Jul 28, 2023 Q2 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
431
+ 2.53%
$17.1K - $20K
17.5K $1.37M
Jul 24, 2023 Q2 2023
Alliance Wealth Advisors, LLC

BUY
 -
429
+ 2.91%
$17K - $19.9K
15.2K $1.19M
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
420
+ 3.01%
$16.7K - $19.5K
14.4K $1.13M
Aug 11, 2023 Q2 2023
Ci Investments Inc.

Toronto, A6
BUY
 -
410
+ 2.24%
$16.3K - $19K
18.7K $1.46M
Jul 27, 2023 Q2 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
407
+ 51.39%
$16.1K - $18.9K
1.2K $93.9K
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
397
+ 4.66%
$15.7K - $18.4K
8.92K $699K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
393
+ 19.73%
$15.6K - $18.2K
2.39K $187K
Aug 01, 2023 Q2 2023
Cigna Investments Inc

Bloomfield, CT
BUY
 -
390
+ 4.32%
$15.5K - $18.1K
9.42K $737K
Aug 15, 2023 Q2 2023
Tradewinds, Llc.

Raleigh, NC
BUY
 -
371
+ 5.07%
$14.7K - $17.2K
7.68K $601K
Nov 06, 2023 Q2 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
357
New
$14.2K - $16.6K
357 $27.9K
Jul 17, 2023 Q2 2023
Gps Wealth Strategies Group, LLC

BUY
 -
350
+ 10.64%
$13.9K - $16.2K
3.64K $285K
Aug 14, 2023 Q2 2023
Horizon Kinetics Asset Management LLC

BUY
 -
350
+ 3.18%
$13.9K - $16.2K
11.4K $890K

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