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 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
211+ 3.11% |
$14.9K - $17.3K
|
7.01K
$652K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
205+ 213.54% |
$14.5K - $16.8K
|
301
$28K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
202New |
$14.3K - $16.5K
|
202
$18.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
200+ 1.33% |
$14.2K - $16.4K
|
15.2K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
195New |
$13.8K - $16K
|
195
$18.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
193+ 0.98% |
$13.7K - $15.8K
|
19.8K
$1.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
184+ 4.51% |
$13K - $15.1K
|
4.26K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Dean Capital Management
Overland Park, KS |
BUY
|
- |
184+ 0.59% |
$13K - $15.1K
|
31.6K
$2.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
172+ 6.02% |
$12.2K - $14.1K
|
3.03K
$282K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
169New |
$12K - $13.8K
|
169
$15.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
167+ 12.14% |
$11.8K - $13.7K
|
1.54K
$144K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
167+ 2.29% |
$11.8K - $13.7K
|
7.48K
$696K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
165+ 5.43% |
$11.7K - $13.5K
|
3.2K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
165+ 0.53% |
$11.7K - $13.5K
|
31.3K
$2.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
162+ 3.61% |
$11.5K - $13.3K
|
4.65K
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
160+ 1.38% |
$11.3K - $13.1K
|
11.8K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
155+ 1.5% |
$11K - $12.7K
|
10.5K
$978K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
153+ 1.81% |
$10.8K - $12.5K
|
8.59K
$799K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
148+ 4.86% |
$10.5K - $12.1K
|
3.19K
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
145New |
$10.3K - $11.9K
|
145
$13.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
144+ 0.99% |
$10.2K - $11.8K
|
14.7K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
142+ 2.86% |
$10.1K - $11.6K
|
5.11K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
139+ 1.56% |
$9.84K - $11.4K
|
9.04K
$841K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
135+ 20.96% |
$9.56K - $11.1K
|
779
$72.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
135New |
$9.56K - $11.1K
|
135
$12.6K
|
|
|
May 30, 2025
Q4 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
135+ 1.38% |
$9.56K - $11.1K
|
9.95K
$926K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
133+ 0.39% |
$9.42K - $10.9K
|
34.5K
$3.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
132New |
$9.35K - $10.8K
|
132
$12.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
132+ 2.49% |
$9.35K - $10.8K
|
5.43K
$505K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
131+ 12.58% |
$9.28K - $10.7K
|
1.17K
$109K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
128New |
$9.06K - $10.5K
|
128
$11.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
125New |
$8.85K - $10.2K
|
125
$11.6K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
122+ 1.41% |
$8.64K - $9.99K
|
8.78K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
119+ 3.72% |
$8.43K - $9.74K
|
3.32K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
116+ 3.41% |
$8.22K - $9.5K
|
3.52K
$327K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
115+ 10.3% |
$8.14K - $9.42K
|
1.23K
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
113+ 2.18% |
$8K - $9.25K
|
5.29K
$492K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
110+ 110.0% |
$7.79K - $9.01K
|
210
$19.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
108New |
$7.65K - $8.84K
|
108
$10K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100New |
$7.08K - $8.19K
|
100
$9.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
99+ 1.99% |
$7.01K - $8.11K
|
5.07K
$472K
|
|
|
Feb 10, 2025
Q4 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
99+ 0.38% |
$7.01K - $8.11K
|
26.2K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
99+ 0.96% |
$7.01K - $8.11K
|
10.4K
$968K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
98+ 6.96% |
$6.94K - $8.02K
|
1.51K
$140K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
97+ 0.05% |
$6.87K - $7.94K
|
212K
$19.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
97+ 32.33% |
$6.87K - $7.94K
|
397
$36.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
91+ 0.38% |
$6.44K - $7.45K
|
24.1K
$2.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
87+ 1.02% |
$6.16K - $7.12K
|
8.59K
$799K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
87+ 1.97% |
$6.16K - $7.12K
|
4.5K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
86+ 0.6% |
$6.09K - $7.04K
|
14.5K
$1.35M
|