Purchases and Sales Made in Q3 2023 in Bank Of New York Mellon Corp (BK)

BK Quotes by TradingView

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
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
188
+ 2.51%
$7.93K - $8.71K
7.69K $602K
Oct 30, 2023 Q3 2023
Private Management Group Inc

BUY
 -
185
+ 0.02%
$7.8K - $8.57K
815K $63.8M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
177
+ 1.37%
$7.46K - $8.2K
13.1K $1.02M
Oct 25, 2023 Q3 2023
Lindbrook Capital, LLC

BUY
 -
170
+ 7.13%
$7.17K - $7.88K
2.56K $200K
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
161
+ 26.83%
$6.79K - $7.46K
761 $59.6K
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
159
+ 2.19%
$6.71K - $7.37K
7.4K $580K
Nov 13, 2023 Q3 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
151
+ 2.06%
$6.37K - $7K
7.49K $586K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
151
+ 10.82%
$6.37K - $7K
1.55K $121K
Oct 19, 2023 Q3 2023
First Personal Financial Services

BUY
 -
150
New
$6.33K - $6.95K
150 $11.7K
Nov 03, 2023 Q3 2023
Camden Capital, LLC

BUY
 -
146
+ 1.69%
$6.16K - $6.76K
8.77K $686K
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
144
+ 1.26%
$6.07K - $6.67K
11.5K $904K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
135
+ 0.67%
$5.69K - $6.25K
20.3K $1.59M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
130
+ 0.48%
$5.48K - $6.02K
27.1K $2.13M
Oct 23, 2023 Q3 2023
Signature Wealth Management Partners, LLC

BUY
 -
127
+ 0.6%
$5.36K - $5.88K
21.4K $1.67M
Nov 07, 2023 Q3 2023
South State Corp

BUY
 -
125
New
$5.27K - $5.79K
125 $9.79K
Nov 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
BUY
 -
121
+ 1.72%
$5.1K - $5.61K
7.18K $562K
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
116
+ 0.46%
$4.89K - $5.37K
25.3K $1.98M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
113
+ 4.72%
$4.77K - $5.24K
2.51K $196K
Nov 09, 2023 Q3 2023
Gould Capital, LLC

BUY
 -
113
+ 0.19%
$4.77K - $5.24K
58.9K $4.61M
Oct 05, 2023 Q3 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
102
+ 0.91%
$4.3K - $4.73K
11.3K $882K
Nov 09, 2023 Q3 2023
Karpas Strategies, LLC

BUY
 -
98
+ 0.43%
$4.13K - $4.54K
23.1K $1.81M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
98
+ 42.06%
$4.13K - $4.54K
331 $25.9K
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
96
+ 1.68%
$4.05K - $4.45K
5.82K $456K
Nov 09, 2023 Q3 2023
Loomis Sayles & CO L P

BUY
 -
80
+ 27.03%
$3.37K - $3.71K
376 $29.4K
Nov 15, 2023 Q3 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
79
+ 1.18%
$3.33K - $3.66K
6.77K $530K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
78
+ 39.2%
$3.29K - $3.61K
277 $21.7K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
64
+ 0.83%
$2.7K - $2.97K
7.82K $612K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
59
+ 1.15%
$2.49K - $2.73K
5.19K $406K
Nov 08, 2023 Q3 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
57
+ 16.29%
$2.4K - $2.64K
407 $31.9K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
55
New
$2.32K - $2.55K
55 $4.31K
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
44
+ 0.04%
$1.86K - $2.04K
111K $8.66M
Nov 07, 2023 Q3 2023
Zions Bancorporation, N.A.

BUY
 -
43
+ 9.19%
$1.81K - $1.99K
511 $40K
Nov 03, 2023 Q3 2023
Delta Financial Advisors LLC

BUY
 -
42
+ 0.09%
$1.77K - $1.95K
46.8K $3.66M
Oct 18, 2023 Q3 2023
Washington Trust Advisors, Inc.

BUY
 -
39
+ 1.65%
$1.64K - $1.81K
2.4K $188K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
38
+ 6.47%
$1.6K - $1.76K
625 $48.9K
Nov 08, 2023 Q3 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
37
+ 0.41%
$1.56K - $1.71K
9.05K $708K
Nov 14, 2023 Q3 2023
Hudson Portfolio Management LLC

Garrison, NY
BUY
 -
35
+ 0.15%
$1.48K - $1.62K
22.9K $1.8M
Oct 05, 2023 Q3 2023
Ivc Wealth Advisors LLC

BUY
 -
34
+ 0.46%
$1.43K - $1.58K
7.41K $580K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
31
+ 0.24%
$1.31K - $1.44K
13K $1.02M
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
30
+ 0.74%
$1.27K - $1.39K
4.06K $318K
Nov 08, 2023 Q3 2023
Thompson Siegel & Walmsley LLC

BUY
 -
30
+ 0.49%
$1.27K - $1.39K
6.2K $485K
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
30
+ 2.33%
$1.27K - $1.39K
1.32K $103K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
29
+ 0.7%
$1.22K - $1.34K
4.16K $325K
Oct 24, 2023 Q3 2023
Bay Harbor Wealth Management, LLC

BUY
 -
27
+ 1.71%
$1.14K - $1.25K
1.61K $126K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
26
+ 2.79%
$1.1K - $1.2K
958 $75K
Nov 09, 2023 Q3 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
25
+ 9.84%
$1.05K - $1.16K
279 $21.8K
Nov 03, 2023 Q3 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
21
+ 0.09%
$886 - $973
22.6K $1.77M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
21
+ 1.54%
$886 - $973
1.38K $108K
Oct 13, 2023 Q3 2023
Financial Management Professionals, Inc.

BUY
 -
16
+ 8.7%
$675 - $741
200 $15.7K

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