Institutional Ownership Bank Of New York Mellon Corp (BK)
This table provides information about the institutional ownership of Bank Of New York Mellon Corp (BK). We have compiled data on the 1,339 institutions that hold shares in the stock, with a total of 598 Million shares, which have been reported (via 13F filing form) to have a value of $35.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fsc Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
543
shares
|
$32,520
0.02% of portfolio
|
Q4 2021
New holding
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
May 08, 2024 Q1 2024 |
533
shares
|
$31,921
0.01% of portfolio
|
Q4 2023
New holding
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
524
shares
|
$31,382
0.01% of portfolio
|
Q1 2024
New holding
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
512
shares
|
$30,663
0.0% of portfolio
|
Q3 2023
New holding
|
|
Zions Bancorporation, N.A.
|
May 14, 2024 Q1 2024 |
511
shares
|
$30,603
0.0% of portfolio
|
Q1 2024
Reduced 5.02%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 23, 2024 Q1 2024 |
510
shares
|
$30,543
0.02% of portfolio
|
Q1 2024
Added 82.14%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
502
shares
|
$30,064
0.0% of portfolio
|
Q1 2024
Added 29.38%
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 10, 2024 Q1 2024 |
500
shares
|
$29,945
0.02% of portfolio
|
Q2 2022
New holding
|
|
Slocum, Gordon & CO LLP
Newport, RI |
May 02, 2024 Q1 2024 |
500
shares
|
$29,945
0.02% of portfolio
|
Q4 2023
New holding
|
|
Peak6 Investments LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
484
shares
|
$28,986
0.0% of portfolio
|
Q1 2024
New holding
|
|
Janiczek Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
473
shares
|
$28,327
0.01% of portfolio
|
Q1 2024
Added 0.42%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
458
shares
|
$27,429
0.0% of portfolio
|
Q1 2024
Reduced 46.62%
|
|
Bank Of New Hampshire
|
Apr 10, 2024 Q1 2024 |
443
shares
|
$26,531
0.01% of portfolio
|
Q2 2022
Reduced 30.02%
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
443
shares
|
$26,531
0.01% of portfolio
|
Q1 2024
Added 0.68%
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
409
shares
|
$24,495
0.0% of portfolio
|
Q1 2023
Reduced 29.36%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
407
shares
|
$24,375
0.01% of portfolio
|
Q3 2023
Added 16.29%
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 15, 2024 Q1 2024 |
400
shares
|
$23,956
0.01% of portfolio
|
Q1 2021
New holding
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
399
shares
|
$23,896
0.0% of portfolio
|
Q1 2024
New holding
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
383
shares
|
$22,937
0.0% of portfolio
|
Q1 2024
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
May 06, 2024 Q1 2024 |
383
shares
|
$22,937
0.0% of portfolio
|
Q1 2024
Added 596.36%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
382
shares
|
$22,877
0.0% of portfolio
|
Q3 2022
Reduced 32.39%
|
|
Washington Trust CO
|
Apr 23, 2024 Q1 2024 |
360
shares
|
$21,560
0.0% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
Versant Capital Management, Inc
|
Apr 03, 2024 Q1 2024 |
355
shares
|
$21,260
0.01% of portfolio
|
Q4 2023
Reduced 5.08%
|
|
Princeton Global Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
342
shares
|
$20,482
0.0% of portfolio
|
Q1 2024
Added 0.29%
|
|
Trust CO
|
Apr 11, 2024 Q1 2024 |
341
shares
|
$20,422
0.0% of portfolio
|
Q1 2024
Reduced 74.68%
|