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 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
51+ 73.91% |
$3.61K - $4.18K
|
120
$10.5K
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
50+ 1.06% |
$3.54K - $4.09K
|
4.77K
$419K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
49New |
$3.47K - $4.01K
|
49
$4.3K
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47+ 0.91% |
$3.33K - $3.85K
|
5.22K
$459K
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
44+ 2.88% |
$3.12K - $3.6K
|
1.57K
$138K
|
|
Feb 14, 2025
Q4 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
43+ 0.03% |
$3.05K - $3.52K
|
140K
$12.3M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
42+ 2.01% |
$2.97K - $3.44K
|
2.13K
$187K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42+ 0.33% |
$2.97K - $3.44K
|
12.7K
$1.11M
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
41+ 0.57% |
$2.9K - $3.36K
|
7.26K
$637K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41+ 17.67% |
$2.9K - $3.36K
|
273
$24K
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
41+ 0.6% |
$2.9K - $3.36K
|
6.91K
$607K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
40+ 66.67% |
$2.83K - $3.27K
|
100
$8.78K
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
39+ 95.12% |
$2.76K - $3.19K
|
80
$7.03K
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
37New |
$2.62K - $3.03K
|
37
$3.25K
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
35New |
$2.48K - $2.87K
|
35
$3.07K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
35New |
$2.48K - $2.87K
|
35
$3.07K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
34+ 1.69% |
$2.41K - $2.78K
|
2.04K
$179K
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
32+ 0.97% |
$2.27K - $2.62K
|
3.32K
$292K
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
27+ 0.1% |
$1.91K - $2.21K
|
26.4K
$2.32M
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26+ 3.88% |
$1.84K - $2.13K
|
696
$61.1K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25+ 0.75% |
$1.77K - $2.05K
|
3.36K
$295K
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
23+ 0.46% |
$1.63K - $1.88K
|
5.02K
$441K
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23+ 0.07% |
$1.63K - $1.88K
|
33.6K
$2.95M
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.15% |
$1.56K - $1.8K
|
14.4K
$1.27M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.3% |
$1.56K - $1.8K
|
7.32K
$643K
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
21+ 0.66% |
$1.49K - $1.72K
|
3.19K
$280K
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
19+ 0.52% |
$1.35K - $1.56K
|
3.68K
$323K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 0.71% |
$1.35K - $1.56K
|
2.71K
$238K
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
18New |
$1.27K - $1.47K
|
18
$1.58K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
18New |
$1.27K - $1.47K
|
18
$1.58K
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
17+ 1.32% |
$1.2K - $1.39K
|
1.31K
$115K
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 8.72% |
$1.06K - $1.23K
|
187
$16.4K
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
14+ 0.21% |
$991 - $1.15K
|
6.7K
$589K
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
14New |
$991 - $1.15K
|
14
$1.23K
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
13+ 0.35% |
$921 - $1.06K
|
3.71K
$326K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
11New |
$779 - $901
|
11
$966
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
10New |
$708 - $819
|
10
$878
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
7New |
$496 - $573
|
7
$615
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.15% |
$496 - $573
|
4.7K
$413K
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.24% |
$425 - $491
|
2.55K
$224K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6New |
$425 - $491
|
6
$527
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
6+ 0.21% |
$425 - $491
|
2.87K
$252K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$425 - $491
|
4.2K
$369K
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5New |
$354 - $409
|
5
$439
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5New |
$354 - $409
|
5
$439
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
5+ 0.16% |
$354 - $409
|
3.14K
$276K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$354 - $409
|
5
$439
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 12.2% |
$354 - $409
|
46
$4.04K
|
|
Feb 14, 2025
Q4 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
4+ 0.05% |
$283 - $327
|
8.62K
$757K
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
4+ 0.07% |
$283 - $327
|
5.47K
$481K
|