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 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.61K+ 23.56% |
$152K - $167K
|
18.9K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.59K+ 3.57% |
$151K - $166K
|
104K
$8.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.14K+ 2.34% |
$132K - $145K
|
137K
$10.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
BUY
|
- |
3.1K+ 22.59% |
$131K - $144K
|
16.8K
$1.32M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.04K+ 58.52% |
$128K - $141K
|
8.22K
$644K
|
|
|
Oct 23, 2023
Q3 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
3K+ 15.0% |
$127K - $139K
|
23K
$1.8M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
2.89K+ 6.95% |
$122K - $134K
|
44.4K
$3.48M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
2.85K+ 1.5% |
$120K - $132K
|
193K
$15.1M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
2.81K+ 0.52% |
$118K - $130K
|
539K
$42.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
BUY
|
- |
2.8K+ 5.57% |
$118K - $130K
|
53.1K
$4.16M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.72K+ 46.78% |
$115K - $126K
|
8.53K
$667K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.72K+ 46.78% |
$115K - $126K
|
8.53K
$667K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.72K+ 7.86% |
$115K - $126K
|
37.3K
$2.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
2.69K+ 14.84% |
$113K - $124K
|
20.8K
$1.63M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.62K+ 8.54% |
$111K - $122K
|
33.4K
$2.61M
|
|
|
Oct 16, 2023
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
2.58K+ 2.01% |
$109K - $120K
|
131K
$10.2M
|
|
|
Jul 12, 2024
Q3 2023
|
Cardinal Capital Management
|
BUY
|
- |
2.58K+ 2.01% |
$109K - $120K
|
131K
$10.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
2.58K+ 1.35% |
$109K - $120K
|
193K
$15.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.56K+ 2.77% |
$108K - $118K
|
94.7K
$7.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.4K+ 0.73% |
$101K - $111K
|
330K
$25.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2.4KNew |
$101K - $111K
|
2.4K
$188K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
2.34K+ 8.93% |
$98.6K - $108K
|
28.5K
$2.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.2K+ 5.9% |
$92.9K - $102K
|
39.5K
$3.1M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
2.2K+ 5.56% |
$92.8K - $102K
|
41.8K
$3.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
2.19K+ 19.14% |
$92.5K - $102K
|
13.7K
$1.07M
|
|
|
Nov 06, 2023
Q3 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.1K+ 3.1% |
$88.5K - $97.2K
|
69.9K
$5.47M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
2.04K+ 8.53% |
$86K - $94.5K
|
25.9K
$2.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.02K+ 115.8% |
$85K - $93.4K
|
3.76K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.93K+ 8.52% |
$81.4K - $89.4K
|
24.6K
$1.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
1.91K+ 0.99% |
$80.6K - $88.5K
|
196K
$15.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 1.01% |
$80.3K - $88.3K
|
190K
$14.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.9K+ 27.63% |
$80K - $87.8K
|
8.76K
$686K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.89K+ 68.51% |
$79.5K - $87.4K
|
4.64K
$363K
|
|
|
Oct 20, 2023
Q3 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.8K+ 7.33% |
$75.7K - $83.2K
|
26.3K
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 19.03% |
$75.1K - $82.5K
|
11.1K
$872K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.74K+ 18.11% |
$73.5K - $80.8K
|
11.4K
$890K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1.71K+ 1.98% |
$72.3K - $79.4K
|
88.2K
$6.91M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.67K+ 56.14% |
$70.3K - $77.3K
|
4.64K
$363K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.64K+ 3.63% |
$69.2K - $76.1K
|
46.9K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.64K+ 10.44% |
$69.2K - $76K
|
17.4K
$1.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
1.64K+ 6.35% |
$69.1K - $75.9K
|
27.4K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.63KNew |
$68.9K - $75.7K
|
1.63K
$128K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.63K+ 18.69% |
$68.8K - $75.6K
|
10.4K
$811K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
1.6K+ 4.47% |
$67.5K - $74.1K
|
37.4K
$2.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.56K+ 17.18% |
$65.8K - $72.3K
|
10.6K
$833K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.55K+ 14.81% |
$65.2K - $71.7K
|
12K
$939K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.55K+ 4.44% |
$65.2K - $71.6K
|
36.4K
$2.85M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.54K+ 431.93% |
$65K - $71.4K
|
1.9K
$149K
|
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.52K+ 0.69% |
$64.2K - $70.5K
|
222K
$17.4M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.5KNew |
$63.3K - $69.5K
|
1.5K
$117K
|