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 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
623+ 10.92% |
$26.3K - $28.9K
|
6.33K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
617+ 0.36% |
$26K - $28.6K
|
174K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
616+ 5.24% |
$26K - $28.5K
|
12.4K
$969K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
616+ 1.44% |
$26K - $28.5K
|
43.4K
$3.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
607New |
$25.6K - $28.1K
|
607
$47.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
600+ 7.3% |
$25.3K - $27.8K
|
8.82K
$691K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
563+ 13.13% |
$23.7K - $26.1K
|
4.85K
$380K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
563+ 13.13% |
$23.7K - $26.1K
|
4.85K
$380K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
523+ 5.03% |
$22.1K - $24.2K
|
10.9K
$855K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
512New |
$21.6K - $23.7K
|
512
$40.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
504+ 10.63% |
$21.3K - $23.4K
|
5.25K
$411K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
500+ 4.38% |
$21.1K - $23.2K
|
11.9K
$933K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
496+ 2.49% |
$20.9K - $23K
|
20.4K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
495+ 3.85% |
$20.9K - $22.9K
|
13.4K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
495+ 2.65% |
$20.9K - $22.9K
|
19.2K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
492+ 0.9% |
$20.7K - $22.8K
|
55.3K
$4.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
471+ 3.84% |
$19.9K - $21.8K
|
12.7K
$996K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
470+ 5.52% |
$19.8K - $21.8K
|
8.99K
$704K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
447+ 39.56% |
$18.8K - $20.7K
|
1.58K
$123K
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
442New |
$18.6K - $20.5K
|
442
$34.6K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
430+ 5.9% |
$18.1K - $19.9K
|
7.72K
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
420+ 1272.73% |
$17.7K - $19.5K
|
453
$35.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
417+ 19.84% |
$17.6K - $19.3K
|
2.52K
$197K
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
416+ 5.03% |
$17.5K - $19.3K
|
8.68K
$680K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
405+ 2.51% |
$17.1K - $18.8K
|
16.5K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
403+ 3.91% |
$17K - $18.7K
|
10.7K
$838K
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
399+ 0.52% |
$16.8K - $18.5K
|
77.3K
$6.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
382+ 0.42% |
$16.1K - $17.7K
|
90.9K
$7.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
375+ 1.85% |
$15.8K - $17.4K
|
20.7K
$1.62M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
342+ 4.59% |
$14.4K - $15.8K
|
7.8K
$611K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
339+ 4.55% |
$14.3K - $15.7K
|
7.8K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
319+ 1.78% |
$13.5K - $14.8K
|
18.2K
$1.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
301+ 1.37% |
$12.7K - $13.9K
|
22.3K
$1.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
300+ 5.45% |
$12.7K - $13.9K
|
5.8K
$454K
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
292+ 0.22% |
$12.3K - $13.5K
|
135K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
287+ 2.65% |
$12.1K - $13.3K
|
11.1K
$871K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
283New |
$11.9K - $13.1K
|
283
$22.2K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
271+ 5.94% |
$11.4K - $12.6K
|
4.84K
$379K
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
258+ 3.33% |
$10.9K - $12K
|
8K
$626K
|
|
|
Oct 31, 2023
Q3 2023
|
Garland Capital Management Inc
|
BUY
|
- |
254+ 0.25% |
$10.7K - $11.8K
|
102K
$8.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Arjuna Capital
|
BUY
|
- |
251+ 0.52% |
$10.6K - $11.6K
|
48.4K
$3.79M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
250New |
$10.5K - $11.6K
|
250
$19.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
243+ 0.16% |
$10.2K - $11.3K
|
149K
$11.7M
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
233+ 1.78% |
$9.83K - $10.8K
|
13.3K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
221New |
$9.32K - $10.2K
|
221
$17.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
219New |
$9.24K - $10.1K
|
219
$17.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
218+ 6.36% |
$9.19K - $10.1K
|
3.65K
$285K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
213New |
$8.98K - $9.87K
|
213
$16.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
209+ 3.66% |
$8.81K - $9.68K
|
5.92K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
190New |
$8.01K - $8.8K
|
190
$14.9K
|