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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
607+ 6.22% |
$36.1K - $43.8K
|
10.4K
$811K
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
603+ 2.58% |
$35.9K - $43.5K
|
24K
$1.88M
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
589+ 2.31% |
$35.1K - $42.5K
|
26K
$2.04M
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
585+ 2.19% |
$34.8K - $42.2K
|
27.3K
$2.14M
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
585+ 4.5% |
$34.8K - $42.2K
|
13.6K
$1.06M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
557+ 0.9% |
$33.2K - $40.2K
|
62.3K
$4.88M
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
551New |
$32.8K - $39.8K
|
551
$43.1K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
542+ 11.41% |
$32.3K - $39.1K
|
5.29K
$414K
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
530+ 11.28% |
$31.6K - $38.3K
|
5.23K
$409K
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
507+ 4.76% |
$30.2K - $36.6K
|
11.2K
$874K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
500New |
$29.8K - $36.1K
|
500
$39.1K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
496+ 3.04% |
$29.5K - $35.8K
|
16.8K
$1.31M
|
|
Nov 14, 2024
Q3 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
496+ 4.34% |
$29.5K - $35.8K
|
11.9K
$934K
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
493+ 9.42% |
$29.4K - $35.6K
|
5.72K
$448K
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
467+ 1.52% |
$27.8K - $33.7K
|
31.1K
$2.44M
|
|
Oct 28, 2024
Q3 2024
|
Congress Asset Management CO
|
BUY
|
- |
461+ 6.43% |
$27.4K - $33.3K
|
7.63K
$598K
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
459+ 1.15% |
$27.3K - $33.1K
|
40.3K
$3.15M
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
457+ 9.02% |
$27.2K - $33K
|
5.53K
$433K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
453+ 150.5% |
$27K - $32.7K
|
754
$59K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
449+ 20.73% |
$26.7K - $32.4K
|
2.62K
$205K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
447+ 1.55% |
$26.6K - $32.3K
|
29.3K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
438+ 1.32% |
$26.1K - $31.6K
|
33.7K
$2.64M
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
436+ 4.64% |
$26K - $31.5K
|
9.84K
$770K
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
436+ 7.77% |
$26K - $31.5K
|
6.05K
$473K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
407+ 5.68% |
$24.2K - $29.4K
|
7.57K
$592K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
405+ 9.62% |
$24.1K - $29.2K
|
4.61K
$361K
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
405+ 2.47% |
$24.1K - $29.2K
|
16.8K
$1.31M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
400+ 1.59% |
$23.8K - $28.9K
|
25.6K
$2M
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
396+ 3.79% |
$23.6K - $28.6K
|
10.8K
$849K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
374+ 22.92% |
$22.3K - $27K
|
2.01K
$157K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
372+ 4.36% |
$22.1K - $26.8K
|
8.9K
$697K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
364+ 53.77% |
$21.7K - $26.3K
|
1.04K
$81.5K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
359+ 2.92% |
$21.4K - $25.9K
|
12.6K
$989K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
352+ 1.19% |
$21K - $25.4K
|
30K
$2.35M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
346+ 586.44% |
$20.6K - $25K
|
405
$31.7K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
346+ 130.57% |
$20.6K - $25K
|
611
$47.8K
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
343+ 2.72% |
$20.4K - $24.8K
|
13K
$1.02M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
332+ 3.84% |
$19.8K - $24K
|
8.97K
$702K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
331+ 6.5% |
$19.7K - $23.9K
|
5.43K
$425K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
330+ 0.76% |
$19.6K - $23.8K
|
44K
$3.45M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
328+ 6.95% |
$19.5K - $23.7K
|
5.05K
$395K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
327+ 9.45% |
$19.5K - $23.6K
|
3.79K
$296K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
314+ 5.01% |
$18.7K - $22.7K
|
6.58K
$515K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
307+ 5.21% |
$18.3K - $22.2K
|
6.21K
$486K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
306+ 43.9% |
$18.2K - $22.1K
|
1K
$78.5K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
303New |
$18K - $21.9K
|
303
$23.7K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
282+ 5.2% |
$16.8K - $20.4K
|
5.7K
$446K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
277+ 0.48% |
$16.5K - $20K
|
57.4K
$4.5M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
272New |
$16.2K - $19.6K
|
272
$21.3K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
271+ 4.24% |
$16.1K - $19.6K
|
6.67K
$522K
|