Purchases and Sales Made in Q3 2024 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 2024. 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 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
158New |
$9.41K - $11.4K
|
158
$14.7K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
157+ 1.1% |
$9.35K - $11.3K
|
14.4K
$1.34M
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
151New |
$8.99K - $10.9K
|
151
$14.1K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
151+ 7.8% |
$8.99K - $10.9K
|
2.09K
$194K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
145+ 2.18% |
$8.63K - $10.5K
|
6.8K
$632K
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
144+ 28.8% |
$8.57K - $10.4K
|
644
$59.9K
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
144+ 26.47% |
$8.57K - $10.4K
|
688
$64K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
143+ 2.68% |
$8.51K - $10.3K
|
5.47K
$509K
|
|
Oct 09, 2024
Q3 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
142+ 0.11% |
$8.45K - $10.2K
|
135K
$12.5M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
142+ 1.11% |
$8.45K - $10.2K
|
12.9K
$1.2M
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
141New |
$8.4K - $10.2K
|
141
$13.1K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
137+ 1.99% |
$8.16K - $9.89K
|
7.02K
$654K
|
|
Oct 21, 2024
Q3 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
135+ 2.23% |
$8.04K - $9.74K
|
6.2K
$577K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
134+ 2.06% |
$7.98K - $9.67K
|
6.64K
$617K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
132+ 15.02% |
$7.86K - $9.53K
|
1.01K
$94.1K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
126+ 0.75% |
$7.5K - $9.09K
|
16.9K
$1.57M
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
124+ 1.94% |
$7.38K - $8.95K
|
6.5K
$605K
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
120+ 0.94% |
$7.14K - $8.66K
|
12.9K
$1.2M
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
119+ 3.37% |
$7.09K - $8.59K
|
3.65K
$339K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
119+ 2.3% |
$7.09K - $8.59K
|
5.3K
$493K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
116+ 3.35% |
$6.91K - $8.37K
|
3.58K
$333K
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
115+ 0.12% |
$6.85K - $8.3K
|
93.3K
$8.68M
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
115+ 8.99% |
$6.85K - $8.3K
|
1.39K
$130K
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
114+ 87.02% |
$6.79K - $8.23K
|
245
$22.8K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
109+ 1.03% |
$6.49K - $7.87K
|
10.7K
$995K
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
105+ 2.52% |
$6.25K - $7.58K
|
4.27K
$397K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
104+ 2.14% |
$6.19K - $7.51K
|
4.97K
$462K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
102+ 5.23% |
$6.07K - $7.36K
|
2.05K
$191K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 6.08% |
$5.95K - $7.22K
|
1.74K
$162K
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
100+ 0.04% |
$5.95K - $7.22K
|
222K
$20.7M
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
99+ 0.64% |
$5.89K - $7.14K
|
15.5K
$1.44M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
97+ 1.16% |
$5.78K - $7K
|
8.44K
$785K
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
92+ 2.0% |
$5.48K - $6.64K
|
4.69K
$437K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
88New |
$5.24K - $6.35K
|
88
$8.19K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 1.61% |
$5.12K - $6.21K
|
5.42K
$505K
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
84+ 0.72% |
$5K - $6.06K
|
11.7K
$1.09M
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
76+ 1.23% |
$4.53K - $5.48K
|
6.24K
$581K
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
75New |
$4.47K - $5.41K
|
75
$6.98K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
75+ 0.62% |
$4.47K - $5.41K
|
12.1K
$1.12M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
72+ 1.13% |
$4.29K - $5.2K
|
6.45K
$600K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
69+ 0.25% |
$4.11K - $4.98K
|
27.6K
$2.57M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
68+ 2.6% |
$4.05K - $4.91K
|
2.69K
$250K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
61+ 2.71% |
$3.63K - $4.4K
|
2.32K
$216K
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
58+ 0.36% |
$3.45K - $4.19K
|
16.2K
$1.51M
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
57+ 1.22% |
$3.39K - $4.11K
|
4.73K
$440K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
56+ 1.69% |
$3.33K - $4.04K
|
3.38K
$314K
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
56+ 0.16% |
$3.33K - $4.04K
|
35.5K
$3.3M
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
55+ 0.38% |
$3.27K - $3.97K
|
14.7K
$1.37M
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
54+ 0.07% |
$3.22K - $3.9K
|
81.1K
$7.55M
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
54+ 0.62% |
$3.22K - $3.9K
|
8.7K
$809K
|