Latest Institutional Purchases of Bank Of New York Mellon Corp (BK)
This list provides information on the latest institutional transactions involving Bank Of New York Mellon Corp (BK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
4KNew |
$165K - $209K
|
4K
$240K
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
BUY
|
- |
4KNew |
$165K - $209K
|
4K
$240K
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4KNew |
$165K - $209K
|
4K
$239K
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
3.97KNew |
$163K - $207K
|
3.97K
$238K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.93KNew |
$162K - $205K
|
3.93K
$235K
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.91KNew |
$161K - $204K
|
3.91K
$234K
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.87KNew |
$160K - $202K
|
3.87K
$232K
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
3.03K+ 87.51% |
$125K - $158K
|
6.5K
$389K
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.65K+ 53000.0% |
$109K - $138K
|
2.66K
$159K
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.36K+ 1046.67% |
$97K - $123K
|
2.58K
$155K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.08K+ 4005.77% |
$85.8K - $109K
|
2.14K
$128K
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.98K+ 16.2% |
$81.5K - $103K
|
14.2K
$850K
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.93KNew |
$79.5K - $101K
|
1.93K
$116K
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.89KNew |
$77.7K - $98.6K
|
1.89K
$113K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.84KNew |
$75.8K - $96.1K
|
1.84K
$110K
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.64K+ 6.89% |
$67.5K - $85.6K
|
25.4K
$1.52M
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.6KNew |
$65.9K - $83.6K
|
1.6K
$95.8K
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.46K+ 3.52% |
$60.1K - $76.2K
|
43K
$2.57M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$56.8K - $72K
|
1.38K
$82.6K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
892+ 53.73% |
$36.7K - $46.6K
|
2.55K
$153K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
751+ 5.73% |
$30.9K - $39.2K
|
13.9K
$829K
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
750+ 95.06% |
$30.9K - $39.2K
|
1.54K
$92.2K
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
734+ 2.16% |
$30.2K - $38.3K
|
34.8K
$2.08M
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
650+ 6.96% |
$26.8K - $33.9K
|
9.98K
$598K
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
643+ 4.29% |
$26.5K - $33.6K
|
15.6K
$936K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
615New |
$25.3K - $32.1K
|
615
$36.8K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
591+ 42.8% |
$24.3K - $30.9K
|
1.97K
$118K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
533New |
$21.9K - $27.8K
|
533
$31.9K
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
500New |
$20.6K - $26.1K
|
500
$29.9K
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
400+ 3.52% |
$16.5K - $20.9K
|
11.8K
$705K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
387+ 38.74% |
$15.9K - $20.2K
|
1.39K
$83K
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
377+ 7.54% |
$15.5K - $19.7K
|
5.38K
$322K
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
350+ 1.38% |
$14.4K - $18.3K
|
25.6K
$1.54M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
305+ 1.08% |
$12.6K - $15.9K
|
28.5K
$1.71M
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
279+ 17.69% |
$11.5K - $14.6K
|
1.86K
$111K
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
259+ 2.68% |
$10.7K - $13.5K
|
9.94K
$595K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
160+ 2.52% |
$6.59K - $8.36K
|
6.5K
$390K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
156New |
$6.42K - $8.15K
|
156
$9.34K
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
130+ 1.75% |
$5.35K - $6.79K
|
7.55K
$452K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
116New |
$4.78K - $6.06K
|
116
$6.95K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
110+ 647.06% |
$4.53K - $5.74K
|
127
$7.61K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
100New |
$4.12K - $5.22K
|
100
$5.99K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
81+ 1.97% |
$3.34K - $4.23K
|
4.2K
$252K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
78+ 125.81% |
$3.21K - $4.07K
|
140
$8.38K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
68New |
$2.8K - $3.55K
|
68
$4.07K
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
55+ 0.64% |
$2.26K - $2.87K
|
8.67K
$519K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
49New |
$2.02K - $2.56K
|
49
$2.93K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
25New |
$1.03K - $1.31K
|
25
$1.5K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
25+ 0.24% |
$1.03K - $1.31K
|
10.4K
$620K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
20+ 0.37% |
$824 - $1.04K
|
5.39K
$323K
|