Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-557- 1.96% |
$23.5K - $25.8K
|
27.8K
$2.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-558- 2.13% |
$23.5K - $25.9K
|
25.6K
$2M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-602- 18.48% |
$25.4K - $27.9K
|
2.66K
$208K
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-605- 10.91% |
$25.5K - $28K
|
4.94K
$387K
|
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-610- 10.28% |
$25.7K - $28.3K
|
5.33K
$417K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-636- 1.05% |
$26.8K - $29.5K
|
59.9K
$4.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-638- 3.07% |
$26.9K - $29.6K
|
20.2K
$1.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-660- 1.36% |
$27.8K - $30.6K
|
47.7K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-667- 12.35% |
$28.1K - $30.9K
|
4.73K
$371K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-705- 6.45% |
$29.7K - $32.7K
|
10.2K
$801K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-712- 9.42% |
$30K - $33K
|
6.85K
$536K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-716- 14.81% |
$30.2K - $33.2K
|
4.12K
$323K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-729- 5.54% |
$30.7K - $33.8K
|
12.4K
$972K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-732- 2.06% |
$30.9K - $33.9K
|
34.8K
$2.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-734- 2.11% |
$31K - $34K
|
34K
$2.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-736- 4.89% |
$31K - $34.1K
|
14.3K
$1.12M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-771- 1.56% |
$32.5K - $35.7K
|
48.8K
$3.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-808- 5.81% |
$34.1K - $37.4K
|
13.1K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-812- 5.84% |
$34.2K - $37.6K
|
13.1K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-826- 13.2% |
$34.8K - $38.3K
|
5.43K
$425K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-847- 5.06% |
$35.7K - $39.2K
|
15.9K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-866- 2.72% |
$36.5K - $40.1K
|
31K
$2.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-879- 5.1% |
$37.1K - $40.7K
|
16.4K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-887- 12.45% |
$37.4K - $41.1K
|
6.24K
$488K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-892- 0.67% |
$37.6K - $41.3K
|
133K
$10.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-896- 10.1% |
$37.8K - $41.5K
|
7.98K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-900- 2.31% |
$38K - $41.7K
|
38.1K
$2.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-900- 3.18% |
$38K - $41.7K
|
27.4K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-918- 0.73% |
$38.7K - $42.5K
|
125K
$9.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-925- 3.43% |
$39K - $42.9K
|
26.1K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-944- 7.62% |
$39.8K - $43.7K
|
11.4K
$896K
|
|
|
Nov 07, 2023
Q3 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-953- 1.56% |
$40.2K - $44.2K
|
60.1K
$4.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-959- 13.92% |
$40.4K - $44.4K
|
5.93K
$464K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-965- 23.93% |
$40.7K - $44.7K
|
3.07K
$240K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-967- 14.89% |
$40.8K - $44.8K
|
5.53K
$433K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-990- 31.68% |
$41.7K - $45.9K
|
2.14K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-999- 1.51% |
$42.1K - $46.3K
|
65.2K
$5.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1K- 1.73% |
$42.3K - $46.5K
|
57K
$4.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.01K- 10.74% |
$42.7K - $46.9K
|
8.41K
$658K
|
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-1.02K- 0.51% |
$42.9K - $47.1K
|
198K
$15.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-1.02K- 15.93% |
$43.1K - $47.4K
|
5.4K
$423K
|
|
|
Oct 20, 2023
Q3 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-1.05K- 2.9% |
$44.3K - $48.6K
|
35.1K
$2.75M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.06K- 17.88% |
$44.6K - $49K
|
4.86K
$380K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-1.07K- 0.39% |
$45.3K - $49.8K
|
276K
$21.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.1K- 18.06% |
$46.3K - $50.8K
|
4.98K
$390K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.11K- 1.68% |
$46.6K - $51.2K
|
64.7K
$5.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.11K- 41.9% |
$46.8K - $51.4K
|
1.54K
$120K
|
|
|
Jun 14, 2024
Q3 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
SELL
|
- |
-1.14K- 5.86% |
$47.9K - $52.6K
|
18.3K
$1.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.14K- 45.72% |
$47.9K - $52.7K
|
1.35K
$106K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.2K- 0.88% |
$50.6K - $55.6K
|
134K
$10.5M
|