Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
837+ 0.94% |
$59.3K - $68.5K
|
90.3K
$8.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
825+ 4.88% |
$58.4K - $67.5K
|
17.7K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
817+ 30.88% |
$57.9K - $66.9K
|
3.46K
$322K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
815+ 10.34% |
$57.7K - $66.7K
|
8.69K
$809K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
786+ 34.81% |
$55.7K - $64.3K
|
3.04K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
782+ 84.45% |
$55.4K - $64K
|
1.71K
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
776+ 0.53% |
$55K - $63.5K
|
147K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
757+ 21.51% |
$53.6K - $62K
|
4.28K
$398K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
745+ 0.39% |
$52.8K - $61K
|
193K
$17.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
743+ 2.2% |
$52.6K - $60.8K
|
34.4K
$3.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
735New |
$52.1K - $60.2K
|
735
$68.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
732+ 2.92% |
$51.8K - $59.9K
|
25.8K
$2.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
724+ 12.41% |
$51.3K - $59.3K
|
6.56K
$610K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
700+ 2.64% |
$49.6K - $57.3K
|
27.2K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
700+ 18.49% |
$49.6K - $57.3K
|
4.49K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
693+ 1.77% |
$49.1K - $56.7K
|
39.9K
$3.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
686+ 7.42% |
$48.6K - $56.2K
|
9.94K
$925K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
685+ 5.56% |
$48.5K - $56.1K
|
13K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
639+ 1.68% |
$45.3K - $52.3K
|
38.7K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
639+ 24.44% |
$45.3K - $52.3K
|
3.25K
$303K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
634New |
$44.9K - $51.9K
|
634
$59K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
624+ 27.1% |
$44.2K - $51.1K
|
2.93K
$272K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
609+ 2.73% |
$43.1K - $49.9K
|
22.9K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
607+ 5.63% |
$43K - $49.7K
|
11.4K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
591New |
$41.9K - $48.4K
|
591
$55K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
589+ 0.33% |
$41.7K - $48.2K
|
182K
$16.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
585+ 342.11% |
$41.4K - $47.9K
|
756
$70.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
580+ 5.44% |
$41.1K - $47.5K
|
11.2K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
568+ 9.92% |
$40.2K - $46.5K
|
6.29K
$585K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
551New |
$39K - $45.1K
|
551
$51.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
549+ 1.33% |
$38.9K - $44.9K
|
41.8K
$3.89M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
549New |
$38.9K - $44.9K
|
549
$51.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
537+ 9.58% |
$38K - $44K
|
6.14K
$571K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
514New |
$36.4K - $42.1K
|
514
$47.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
513+ 14.07% |
$36.3K - $42K
|
4.16K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
500New |
$35.4K - $40.9K
|
500
$46.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
494+ 3.19% |
$35K - $40.4K
|
16K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
493+ 0.22% |
$34.9K - $40.4K
|
228K
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
489+ 42.63% |
$34.6K - $40K
|
1.64K
$152K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
489+ 0.06% |
$34.6K - $40K
|
806K
$75M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
482+ 113.95% |
$34.1K - $39.5K
|
905
$84.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
470+ 0.95% |
$33.3K - $38.5K
|
49.7K
$4.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
468+ 9.51% |
$33.1K - $38.3K
|
5.39K
$501K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
468+ 0.87% |
$33.1K - $38.3K
|
54.1K
$5.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
468+ 1.2% |
$33.1K - $38.3K
|
39.5K
$3.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
464+ 5.33% |
$32.9K - $38K
|
9.16K
$853K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
452New |
$32K - $37K
|
452
$42.1K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
447New |
$31.7K - $36.6K
|
447
$41.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
446+ 31.99% |
$31.6K - $36.5K
|
1.84K
$171K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
439+ 5.48% |
$31.1K - $35.9K
|
8.45K
$786K
|