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 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.5K+ 13.99% |
$63.3K - $69.5K
|
12.2K
$957K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.44K+ 30.67% |
$60.7K - $66.7K
|
6.13K
$480K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.41K+ 5.02% |
$59.5K - $65.4K
|
29.6K
$2.31M
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.41K+ 6.24% |
$59.3K - $65.1K
|
24K
$1.88M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.4K+ 8.33% |
$58.9K - $64.7K
|
18.2K
$1.42M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.36K+ 16.47% |
$57.1K - $62.8K
|
9.58K
$750K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.32K+ 10.73% |
$55.6K - $61.1K
|
13.6K
$1.07M
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.28K+ 12.28% |
$53.9K - $59.3K
|
11.7K
$916K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.27K+ 324.55% |
$53.5K - $58.8K
|
1.66K
$130K
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.26K+ 19.69% |
$53.2K - $58.5K
|
7.67K
$600K
|
|
Nov 01, 2023
Q3 2023
|
Empowered Funds, LLC
|
BUY
|
- |
1.24K+ 22.27% |
$52.3K - $57.4K
|
6.81K
$533K
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.24K+ 27.03% |
$52.1K - $57.3K
|
5.81K
$455K
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.22K+ 13.46% |
$51.6K - $56.7K
|
10.3K
$808K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.22K+ 3.62% |
$51.4K - $56.5K
|
34.9K
$2.73M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.19K+ 26.39% |
$50.3K - $55.3K
|
5.71K
$447K
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.17K+ 4.83% |
$49.1K - $54K
|
25.3K
$1.98M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.16K+ 12.03% |
$49K - $53.8K
|
10.8K
$846K
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.15KNew |
$48.5K - $53.3K
|
1.15K
$90K
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
1.15K+ 0.46% |
$48.3K - $53K
|
251K
$19.7M
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.14K+ 7.72% |
$48.2K - $53K
|
15.9K
$1.25M
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.13K+ 1.29% |
$47.5K - $52.2K
|
88.3K
$6.91M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.09K+ 203.92% |
$46.1K - $50.6K
|
1.63K
$128K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.09K+ 4.16% |
$45.8K - $50.3K
|
27.2K
$2.13M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.07K+ 37.22% |
$45.2K - $49.7K
|
3.95K
$309K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.06K+ 6.86% |
$44.7K - $49.2K
|
16.5K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
1.05K+ 0.83% |
$44.2K - $48.6K
|
128K
$9.99M
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
1.02K+ 0.12% |
$43.1K - $47.4K
|
821K
$64.3M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.01K+ 1.45% |
$42.7K - $46.9K
|
70.7K
$5.53M
|
|
Nov 08, 2023
Q3 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
1K+ 6.45% |
$42.2K - $46.3K
|
16.5K
$1.29M
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
981+ 9.94% |
$41.4K - $45.4K
|
10.9K
$849K
|
|
Oct 31, 2023
Q3 2023
|
Tobam
|
BUY
|
- |
928+ 17.89% |
$39.1K - $43K
|
6.12K
$479K
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
927+ 2.96% |
$39.1K - $42.9K
|
32.2K
$2.52M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
925+ 4.02% |
$39K - $42.9K
|
23.9K
$1.87M
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
920+ 1.02% |
$38.8K - $42.6K
|
91.1K
$7.13M
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
900New |
$38K - $41.7K
|
900
$70.5K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
900New |
$38K - $41.7K
|
900
$70.5K
|
|
Nov 14, 2023
Q3 2023
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
866+ 0.37% |
$36.5K - $40.1K
|
238K
$18.6M
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
815+ 1.23% |
$34.4K - $37.8K
|
67.2K
$5.26M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
813+ 1.68% |
$34.3K - $37.7K
|
49.1K
$3.84M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
803+ 3.76% |
$33.9K - $37.2K
|
22.2K
$1.73M
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
801+ 9.84% |
$33.8K - $37.1K
|
8.94K
$700K
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
764+ 5.31% |
$32.2K - $35.4K
|
15.1K
$1.19M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
754+ 603.2% |
$31.8K - $34.9K
|
879
$68.8K
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
750+ 1.01% |
$31.6K - $34.7K
|
75.1K
$5.88M
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
732+ 274.16% |
$30.9K - $33.9K
|
999
$78.2K
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
727+ 11.35% |
$30.7K - $33.7K
|
7.13K
$558K
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
724New |
$30.5K - $33.5K
|
724
$56.7K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
652+ 13.77% |
$27.5K - $30.2K
|
5.39K
$422K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
644+ 7.22% |
$27.2K - $29.8K
|
9.57K
$749K
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
635+ 2.93% |
$26.8K - $29.4K
|
22.3K
$1.74M
|