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 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
18New |
$1.27K - $1.47K
|
18
$1.67K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 1.32% |
$1.2K - $1.39K
|
1.31K
$122K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
16New |
$1.13K - $1.31K
|
16
$1.49K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
16New |
$1.13K - $1.31K
|
16
$1.49K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 8.72% |
$1.06K - $1.23K
|
187
$17.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
14New |
$991 - $1.15K
|
14
$1.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
14+ 0.21% |
$991 - $1.15K
|
6.7K
$624K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
14New |
$991 - $1.15K
|
14
$1.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
13+ 0.35% |
$921 - $1.06K
|
3.71K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
11New |
$779 - $901
|
11
$1.02K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
10New |
$708 - $819
|
10
$931
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 0.43% |
$708 - $819
|
2.36K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.15% |
$496 - $573
|
4.7K
$437K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
7New |
$496 - $573
|
7
$651
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
7New |
$496 - $573
|
7
$651
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$425 - $491
|
4.2K
$391K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.21% |
$425 - $491
|
2.87K
$267K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6New |
$425 - $491
|
6
$558
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.24% |
$425 - $491
|
2.55K
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 12.2% |
$354 - $409
|
46
$4.28K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$354 - $409
|
5
$465
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.16% |
$354 - $409
|
3.14K
$293K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5New |
$354 - $409
|
5
$465
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$354 - $409
|
5
$465
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 3.1% |
$283 - $327
|
133
$12.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
4+ 2.56% |
$283 - $327
|
160
$14.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
4+ 1.47% |
$283 - $327
|
276
$25.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4+ 0.07% |
$283 - $327
|
5.47K
$509K
|
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4+ 0.05% |
$283 - $327
|
8.62K
$802K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3+ 0.01% |
$212 - $246
|
35.5K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3+ 0.03% |
$212 - $246
|
11.9K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.4% |
$212 - $246
|
752
$70K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.61% |
$142 - $164
|
331
$30.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.03% |
$142 - $164
|
6.64K
$618K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.59% |
$142 - $164
|
340
$31.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 0.05% |
$142 - $164
|
4.17K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.44% |
$142 - $164
|
452
$42.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.88% |
$142 - $164
|
230
$21.4K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
2+ 0.61% |
$142 - $164
|
331
$30.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 0.91% |
$142 - $164
|
222
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
2+ 0.0% |
$142 - $164
|
53.8K
$5.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1+ 0.01% |
$70.8 - $81.9
|
10.2K
$945K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 7.14% |
$70.8 - $81.9
|
15
$1.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.28% |
$70.8 - $81.9
|
359
$33.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
1+ 0.02% |
$70.8 - $81.9
|
4.63K
$431K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.02% |
$70.8 - $81.9
|
6.49K
$604K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1New |
$70.8 - $81.9
|
1
$93.1
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.13% |
$70.8 - $81.9
|
753
$70.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-2- 18.18% |
$142 - $164
|
9
$837
|