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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
60+ 0.4% |
$2.38K - $2.78K
|
15.1K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
54+ 0.26% |
$2.14K - $2.5K
|
21.2K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 10.29% |
$1.98K - $2.32K
|
536
$42K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
50+ 19.76% |
$1.98K - $2.32K
|
303
$23.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
49+ 0.58% |
$1.94K - $2.27K
|
8.44K
$661K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
42New |
$1.67K - $1.95K
|
42
$3.29K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37+ 0.04% |
$1.47K - $1.72K
|
90.7K
$7.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
35+ 10.32% |
$1.39K - $1.62K
|
374
$29.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
34+ 0.76% |
$1.35K - $1.58K
|
4.51K
$353K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
34+ 9.58% |
$1.35K - $1.58K
|
389
$30.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
32+ 0.36% |
$1.27K - $1.48K
|
9.01K
$705K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
31+ 0.23% |
$1.23K - $1.44K
|
13.6K
$1.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
30+ 8.5% |
$1.19K - $1.39K
|
383
$30K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
30+ 0.14% |
$1.19K - $1.39K
|
21.6K
$1.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 3.1% |
$1.11K - $1.3K
|
932
$73K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
26+ 1.11% |
$1.03K - $1.21K
|
2.36K
$185K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
22New |
$873 - $1.02K
|
22
$1.72K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
19+ 0.33% |
$754 - $881
|
5.73K
$448K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
19+ 0.05% |
$754 - $881
|
35.1K
$2.75M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
19+ 0.11% |
$754 - $881
|
17.2K
$1.34M
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
18+ 0.19% |
$714 - $834
|
9.52K
$745K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15+ 0.09% |
$595 - $695
|
16K
$1.25M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
15New |
$595 - $695
|
15
$1.17K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 13.95% |
$476 - $556
|
98
$7.67K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 4.76% |
$436 - $510
|
242
$18.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10+ 0.19% |
$397 - $464
|
5.35K
$419K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
9+ 0.15% |
$357 - $417
|
5.84K
$457K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.06% |
$317 - $371
|
13.2K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8New |
$317 - $371
|
8
$626
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7+ 0.02% |
$278 - $325
|
31.8K
$2.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.09% |
$238 - $278
|
6.69K
$524K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.42% |
$238 - $278
|
1.44K
$113K
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6+ 0.01% |
$238 - $278
|
60.5K
$4.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.0% |
$198 - $232
|
132K
$10.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 26.32% |
$198 - $232
|
24
$1.88K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.93% |
$159 - $185
|
432
$33.8K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.08% |
$159 - $185
|
4.89K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.41% |
$119 - $139
|
734
$57.5K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.07% |
$119 - $139
|
4.29K
$336K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.77% |
$119 - $139
|
393
$30.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.07% |
$119 - $139
|
4.29K
$336K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.96% |
$119 - $139
|
316
$24.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$119 - $139
|
2.31K
$181K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3+ 0.93% |
$119 - $139
|
324
$25.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.3% |
$39.7 - $46.4
|
338
$26.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 8.33% |
$39.7 - $46.4
|
13
$1.02K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.64% |
$39.7 - $46.4
|
62
$4.85K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1+ 0.02% |
$39.7 - $46.4
|
5.43K
$425K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$39.7 - $46.4
|
7.22K
$566K
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1- 0.01% |
$39.7 - $46.4
|
17K
$1.33M
|