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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
76New |
$5.38K - $6.22K
|
76
$7.07K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
72+ 0.61% |
$5.1K - $5.89K
|
11.8K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
71+ 1.84% |
$5.03K - $5.81K
|
3.93K
$366K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
70New |
$4.96K - $5.73K
|
70
$6.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
65+ 1.95% |
$4.6K - $5.32K
|
3.41K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
62+ 2.06% |
$4.39K - $5.08K
|
3.08K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Conquis Financial LLC
Milbrae, CA |
BUY
|
- |
59New |
$4.18K - $4.83K
|
59
$5.49K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
57+ 0.84% |
$4.04K - $4.67K
|
6.88K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
57New |
$4.04K - $4.67K
|
57
$5.3K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
56+ 2.48% |
$3.97K - $4.58K
|
2.32K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
55+ 0.95% |
$3.9K - $4.5K
|
5.84K
$544K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
55+ 0.12% |
$3.9K - $4.5K
|
47.7K
$4.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
55+ 0.95% |
$3.9K - $4.5K
|
5.86K
$545K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
54+ 15.43% |
$3.82K - $4.42K
|
404
$37.6K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
53+ 0.64% |
$3.75K - $4.34K
|
8.33K
$775K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
52+ 1.24% |
$3.68K - $4.26K
|
4.24K
$395K
|
|
|
Feb 12, 2025
Q4 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
52New |
$3.68K - $4.26K
|
52
$4.84K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
51+ 73.91% |
$3.61K - $4.18K
|
120
$11.2K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
51+ 0.76% |
$3.61K - $4.18K
|
6.77K
$630K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
51+ 0.76% |
$3.61K - $4.18K
|
6.77K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
50+ 1.06% |
$3.54K - $4.09K
|
4.77K
$443K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
49New |
$3.47K - $4.01K
|
49
$4.56K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47+ 0.91% |
$3.33K - $3.85K
|
5.22K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
45+ 0.35% |
$3.19K - $3.68K
|
13K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
44+ 2.88% |
$3.12K - $3.6K
|
1.57K
$146K
|
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
43+ 0.03% |
$3.05K - $3.52K
|
140K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42+ 0.33% |
$2.97K - $3.44K
|
12.7K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
42+ 2.01% |
$2.97K - $3.44K
|
2.13K
$198K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
41+ 0.6% |
$2.9K - $3.36K
|
6.91K
$643K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41+ 17.67% |
$2.9K - $3.36K
|
273
$25.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
41+ 0.57% |
$2.9K - $3.36K
|
7.26K
$675K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
40+ 66.67% |
$2.83K - $3.27K
|
100
$9.31K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
39+ 95.12% |
$2.76K - $3.19K
|
80
$7.44K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
37New |
$2.62K - $3.03K
|
37
$3.44K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
36New |
$2.55K - $2.95K
|
36
$3.35K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$2.48K - $2.87K
|
35
$3.26K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
35New |
$2.48K - $2.87K
|
35
$3.26K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
34+ 1.69% |
$2.41K - $2.78K
|
2.04K
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
32+ 0.97% |
$2.27K - $2.62K
|
3.32K
$309K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
27+ 0.1% |
$1.91K - $2.21K
|
26.4K
$2.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26+ 3.88% |
$1.84K - $2.13K
|
696
$64.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25+ 0.75% |
$1.77K - $2.05K
|
3.36K
$313K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23+ 0.07% |
$1.63K - $1.88K
|
33.6K
$3.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
23+ 0.46% |
$1.63K - $1.88K
|
5.02K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.3% |
$1.56K - $1.8K
|
7.32K
$681K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.15% |
$1.56K - $1.8K
|
14.4K
$1.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
21+ 0.66% |
$1.49K - $1.72K
|
3.19K
$297K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 0.71% |
$1.35K - $1.56K
|
2.71K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
19+ 0.52% |
$1.35K - $1.56K
|
3.68K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
18New |
$1.27K - $1.47K
|
18
$1.67K
|