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 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
332+ 3.84% |
$19.8K - $24K
|
8.97K
$837K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
331+ 6.5% |
$19.7K - $23.9K
|
5.43K
$506K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
330+ 0.76% |
$19.6K - $23.8K
|
44K
$4.1M
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
328+ 6.95% |
$19.5K - $23.7K
|
5.05K
$470K
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
327+ 9.45% |
$19.5K - $23.6K
|
3.79K
$353K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
314+ 5.01% |
$18.7K - $22.7K
|
6.58K
$614K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
307+ 5.21% |
$18.3K - $22.2K
|
6.21K
$579K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
306+ 43.9% |
$18.2K - $22.1K
|
1K
$93.5K
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
303New |
$18K - $21.9K
|
303
$28.3K
|
|
Nov 12, 2024
Q3 2024
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
300New |
$17.9K - $21.7K
|
300
$28K
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
297+ 3.55% |
$17.7K - $21.4K
|
8.65K
$807K
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
282+ 5.2% |
$16.8K - $20.4K
|
5.7K
$532K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
277+ 0.48% |
$16.5K - $20K
|
57.4K
$5.35M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
272New |
$16.2K - $19.6K
|
272
$25.4K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
271+ 4.24% |
$16.1K - $19.6K
|
6.67K
$622K
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
270+ 0.42% |
$16.1K - $19.5K
|
64.6K
$6.02M
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
260+ 3.96% |
$15.5K - $18.8K
|
6.83K
$637K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
259+ 1.05% |
$15.4K - $18.7K
|
24.9K
$2.33M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
259+ 2.57% |
$15.4K - $18.7K
|
10.4K
$966K
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
256+ 6.05% |
$15.2K - $18.5K
|
4.48K
$418K
|
|
Nov 12, 2024
Q3 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
254New |
$15.1K - $18.3K
|
254
$23.7K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
254+ 3.84% |
$15.1K - $18.3K
|
6.86K
$640K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
250+ 0.85% |
$14.9K - $18K
|
29.5K
$2.75M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
238+ 5.08% |
$14.2K - $17.2K
|
4.92K
$459K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
238+ 2.77% |
$14.2K - $17.2K
|
8.83K
$823K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
231+ 3.27% |
$13.8K - $16.7K
|
7.3K
$681K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
228New |
$13.6K - $16.5K
|
228
$21.3K
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
224+ 7.49% |
$13.3K - $16.2K
|
3.21K
$300K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
223+ 1.05% |
$13.3K - $16.1K
|
21.5K
$2.01M
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
219+ 26.29% |
$13K - $15.8K
|
1.05K
$98.1K
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
212+ 0.51% |
$12.6K - $15.3K
|
41.7K
$3.89M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
208+ 1.96% |
$12.4K - $15K
|
10.8K
$1.01M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
203+ 21.5% |
$12.1K - $14.7K
|
1.15K
$107K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
202+ 11.45% |
$12K - $14.6K
|
1.97K
$183K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
201+ 0.41% |
$12K - $14.5K
|
48.7K
$4.54M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
200New |
$11.9K - $14.4K
|
200
$18.7K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
198+ 0.16% |
$11.8K - $14.3K
|
122K
$11.4M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
192+ 1.92% |
$11.4K - $13.9K
|
10.2K
$952K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
192+ 20.76% |
$11.4K - $13.9K
|
1.12K
$104K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
190+ 0.15% |
$11.3K - $13.7K
|
123K
$11.5M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
186+ 4.16% |
$11.1K - $13.4K
|
4.66K
$434K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
185+ 181.37% |
$11K - $13.4K
|
287
$26.8K
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
181+ 4.21% |
$10.8K - $13.1K
|
4.48K
$418K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
181+ 430.95% |
$10.8K - $13.1K
|
223
$20.8K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
178+ 3.88% |
$10.6K - $12.8K
|
4.76K
$444K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
177+ 1.02% |
$10.5K - $12.8K
|
17.5K
$1.63M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
175+ 0.23% |
$10.4K - $12.6K
|
75.9K
$7.08M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
173+ 4.5% |
$10.3K - $12.5K
|
4.02K
$375K
|
|
Nov 13, 2024
Q3 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
167+ 0.01% |
$9.94K - $12.1K
|
1.78M
$166M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
165New |
$9.82K - $11.9K
|
165
$15.4K
|