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 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
124+ 1.94% |
$7.38K - $8.95K
|
6.5K
$509K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
120+ 0.94% |
$7.14K - $8.66K
|
12.9K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
119+ 3.37% |
$7.09K - $8.59K
|
3.65K
$285K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
119+ 2.3% |
$7.09K - $8.59K
|
5.3K
$415K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
116+ 3.35% |
$6.91K - $8.37K
|
3.58K
$280K
|
|
|
Nov 12, 2024
Q3 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
115+ 0.12% |
$6.85K - $8.3K
|
93.3K
$7.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
115+ 8.99% |
$6.85K - $8.3K
|
1.39K
$109K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
114+ 87.02% |
$6.79K - $8.23K
|
245
$19.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
109+ 1.03% |
$6.49K - $7.87K
|
10.7K
$837K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
105+ 2.52% |
$6.25K - $7.58K
|
4.27K
$334K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
104+ 2.14% |
$6.19K - $7.51K
|
4.97K
$389K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
102+ 5.23% |
$6.07K - $7.36K
|
2.05K
$161K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100+ 6.08% |
$5.95K - $7.22K
|
1.74K
$137K
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
100+ 0.04% |
$5.95K - $7.22K
|
222K
$17.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
99+ 0.64% |
$5.89K - $7.14K
|
15.5K
$1.21M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
97+ 1.16% |
$5.78K - $7K
|
8.44K
$660K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
92+ 2.0% |
$5.48K - $6.64K
|
4.69K
$367K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
88New |
$5.24K - $6.35K
|
88
$6.89K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
86+ 1.61% |
$5.12K - $6.21K
|
5.42K
$425K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
84+ 0.72% |
$5K - $6.06K
|
11.7K
$919K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
76+ 1.23% |
$4.53K - $5.48K
|
6.24K
$489K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
75New |
$4.47K - $5.41K
|
75
$5.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
75+ 0.62% |
$4.47K - $5.41K
|
12.1K
$946K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
72+ 1.13% |
$4.29K - $5.2K
|
6.45K
$505K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
69+ 0.25% |
$4.11K - $4.98K
|
27.6K
$2.16M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
68+ 2.6% |
$4.05K - $4.91K
|
2.69K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
58+ 0.36% |
$3.45K - $4.19K
|
16.2K
$1.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
57+ 1.22% |
$3.39K - $4.11K
|
4.73K
$370K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
56+ 1.69% |
$3.33K - $4.04K
|
3.38K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
56+ 0.16% |
$3.33K - $4.04K
|
35.5K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
55+ 0.38% |
$3.27K - $3.97K
|
14.7K
$1.15M
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
BUY
|
- |
54+ 0.07% |
$3.22K - $3.9K
|
81.1K
$6.35M
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
54+ 0.62% |
$3.22K - $3.9K
|
8.7K
$681K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
54+ 24.0% |
$3.22K - $3.9K
|
279
$21.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
49+ 0.72% |
$2.92K - $3.54K
|
6.87K
$538K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
47+ 1.35% |
$2.8K - $3.39K
|
3.54K
$277K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
46+ 3.46% |
$2.74K - $3.32K
|
1.38K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
44New |
$2.62K - $3.18K
|
44
$3.44K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42+ 1.18% |
$2.5K - $3.03K
|
3.61K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
42+ 0.26% |
$2.5K - $3.03K
|
15.9K
$1.25M
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
41New |
$2.44K - $2.96K
|
41
$3.21K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 30.53% |
$2.38K - $2.89K
|
171
$13.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
39+ 0.09% |
$2.32K - $2.81K
|
42.8K
$3.35M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
37+ 0.64% |
$2.2K - $2.67K
|
5.83K
$457K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
35+ 0.73% |
$2.08K - $2.53K
|
4.86K
$381K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
32+ 0.22% |
$1.91K - $2.31K
|
14.4K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
30+ 0.26% |
$1.79K - $2.17K
|
11.6K
$907K
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
29+ 0.65% |
$1.73K - $2.09K
|
4.47K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
26+ 0.21% |
$1.55K - $1.88K
|
12.7K
$995K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
25+ 9.03% |
$1.49K - $1.8K
|
302
$23.6K
|