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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
435+ 1.74% |
$30.8K - $35.6K
|
25.4K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
431+ 7.26% |
$30.5K - $35.3K
|
6.37K
$593K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
430+ 0.53% |
$30.5K - $35.2K
|
81.5K
$7.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
430+ 257.49% |
$30.5K - $35.2K
|
597
$55.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
424New |
$30K - $34.7K
|
424
$39.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
414+ 6.21% |
$29.3K - $33.9K
|
7.08K
$659K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 4.35% |
$28.3K - $32.7K
|
9.59K
$892K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
400New |
$28.3K - $32.7K
|
400
$37.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
393+ 7.71% |
$27.8K - $32.2K
|
5.49K
$511K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
392+ 7.17% |
$27.8K - $32.1K
|
5.86K
$545K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
383+ 3.99% |
$27.1K - $31.4K
|
9.98K
$929K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
382+ 7.31% |
$27.1K - $31.3K
|
5.61K
$522K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
369+ 1.3% |
$26.1K - $30.2K
|
28.7K
$2.67M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
366+ 7.46% |
$25.9K - $30K
|
5.27K
$490K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
363+ 3.0% |
$25.7K - $29.7K
|
12.5K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
360New |
$25.5K - $29.5K
|
360
$33.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
357+ 3.18% |
$25.3K - $29.2K
|
11.6K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
353+ 2.67% |
$25K - $28.9K
|
13.6K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
352+ 1.16% |
$24.9K - $28.8K
|
30.8K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
322New |
$22.8K - $26.4K
|
322
$30K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
319+ 1.4% |
$22.6K - $26.1K
|
23K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
316+ 9.36% |
$22.4K - $25.9K
|
3.69K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
315+ 15.28% |
$22.3K - $25.8K
|
2.38K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
307+ 5.8% |
$21.7K - $25.1K
|
5.6K
$521K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
304+ 0.32% |
$21.5K - $24.9K
|
95.6K
$8.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
300New |
$21.2K - $24.6K
|
300
$27.9K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
298+ 7.87% |
$21.1K - $24.4K
|
4.08K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
298+ 1.09% |
$21.1K - $24.4K
|
27.6K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
297+ 3.67% |
$21K - $24.3K
|
8.4K
$781K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
295+ 4.32% |
$20.9K - $24.2K
|
7.13K
$663K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
294+ 6.17% |
$20.8K - $24.1K
|
5.06K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
292New |
$20.7K - $23.9K
|
292
$27.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
287+ 2.57% |
$20.3K - $23.5K
|
11.4K
$1.07M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
283+ 7.87% |
$20K - $23.2K
|
3.88K
$361K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
280+ 45.83% |
$19.8K - $22.9K
|
891
$82.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
269New |
$19.1K - $22K
|
269
$25K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
266+ 5.11% |
$18.8K - $21.8K
|
5.47K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
261New |
$18.5K - $21.4K
|
261
$24.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
260+ 1.45% |
$18.4K - $21.3K
|
18.2K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
259+ 25.0% |
$18.3K - $21.2K
|
1.3K
$120K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
256+ 6.36% |
$18.1K - $21K
|
4.28K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
252+ 5.38% |
$17.8K - $20.6K
|
4.94K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
247+ 3.52% |
$17.5K - $20.2K
|
7.27K
$677K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
246+ 2.86% |
$17.4K - $20.1K
|
8.86K
$824K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
245New |
$17.4K - $20.1K
|
245
$22.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
243New |
$17.2K - $19.9K
|
243
$22.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
239+ 6.99% |
$16.9K - $19.6K
|
3.66K
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
237+ 4.37% |
$16.8K - $19.4K
|
5.66K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
231+ 3.37% |
$16.4K - $18.9K
|
7.09K
$660K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
218+ 123.16% |
$15.4K - $17.8K
|
395
$36.8K
|