Purchases and Sales Made in Q4 2023 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-170- 3.84% |
$7K - $8.88K
|
4.26K
$397K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-174- 3.56% |
$7.17K - $9.09K
|
4.72K
$440K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-179- 89.5% |
$7.37K - $9.35K
|
21
$1.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-180- 1.02% |
$7.41K - $9.4K
|
17.4K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-188- 2.61% |
$7.74K - $9.82K
|
7.01K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-190- 1.63% |
$7.82K - $9.92K
|
11.4K
$1.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-198- 0.42% |
$8.15K - $10.3K
|
46.6K
$4.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-200- 13.64% |
$8.24K - $10.4K
|
1.27K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-200- 0.3% |
$8.24K - $10.4K
|
67.1K
$6.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-200- 1.34% |
$8.24K - $10.4K
|
14.7K
$1.37M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 0.81% |
$8.24K - $10.4K
|
24.4K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 2.86% |
$8.24K - $10.4K
|
6.79K
$633K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-200- 3.41% |
$8.24K - $10.4K
|
5.67K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-209- 4.42% |
$8.61K - $10.9K
|
4.52K
$422K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-233- 2.95% |
$9.59K - $12.2K
|
7.66K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-239- 0.97% |
$9.84K - $12.5K
|
24.3K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-250- 10.87% |
$10.3K - $13.1K
|
2.05K
$191K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-257- 4.64% |
$10.6K - $13.4K
|
5.29K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-269- 0.59% |
$11.1K - $14K
|
45.7K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-271- 5.6% |
$11.2K - $14.2K
|
4.57K
$426K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-274- 0.02% |
$11.3K - $14.3K
|
1.63M
$152M
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-275- 1.2% |
$11.3K - $14.4K
|
22.7K
$2.11M
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-287- 0.55% |
$11.8K - $15K
|
52.2K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-294- 2.85% |
$12.1K - $15.4K
|
10K
$935K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-296- 6.2% |
$12.2K - $15.5K
|
4.48K
$418K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-296- 2.6% |
$12.2K - $15.5K
|
11.1K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-300- 4.85% |
$12.4K - $15.7K
|
5.89K
$549K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-300- 3.8% |
$12.4K - $15.7K
|
7.59K
$708K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-308- 1.78% |
$12.7K - $16.1K
|
17K
$1.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-313- 3.52% |
$12.9K - $16.3K
|
8.59K
$801K
|
|
|
Feb 12, 2024
Q4 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-318- 5.89% |
$13.1K - $16.6K
|
5.08K
$474K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-323- 11.95% |
$13.3K - $16.9K
|
2.38K
$222K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-324- 7.41% |
$13.3K - $16.9K
|
4.05K
$378K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-328- 6.5% |
$13.5K - $17.1K
|
4.72K
$440K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-351- 5.73% |
$14.5K - $18.3K
|
5.78K
$539K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-352- 3.4% |
$14.5K - $18.4K
|
10K
$933K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-353- 39.22% |
$14.5K - $18.4K
|
547
$51K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-371- 19.16% |
$15.3K - $19.4K
|
1.57K
$146K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-374- 6.72% |
$15.4K - $19.5K
|
5.2K
$484K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-377- 7.38% |
$15.5K - $19.7K
|
4.73K
$441K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-395Closed |
$16.3K - $20.6K
|
0
$0
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-400- 18.82% |
$16.5K - $20.9K
|
1.73K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-420- 92.72% |
$17.3K - $21.9K
|
33
$3.08K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-423- 3.12% |
$17.4K - $22.1K
|
13.1K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-435- 1.88% |
$17.9K - $22.7K
|
22.7K
$2.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-438- 3.5% |
$18K - $22.9K
|
12.1K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-442- 4.92% |
$18.2K - $23.1K
|
8.55K
$797K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-469- 9.03% |
$19.3K - $24.5K
|
4.72K
$440K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-500- 3.67% |
$20.6K - $26.1K
|
13.1K
$1.22M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-500- 1.05% |
$20.6K - $26.1K
|
47.1K
$4.39M
|