Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 28, 2021
Q1 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
201+ 32.9% |
$8K - $9.62K
|
812
$58.2K
|
|
May 17, 2021
Q1 2021
|
Fjarde Ap Fonden
|
BUY
|
- |
200+ 0.08% |
$7.96K - $9.57K
|
241K
$17.3M
|
|
Apr 26, 2021
Q1 2021
|
Asset Management Advisors, LLC
|
BUY
|
- |
190+ 0.18% |
$7.57K - $9.09K
|
104K
$7.46M
|
|
Dec 19, 2023
Q1 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
184+ 35.18% |
$7.33K - $8.81K
|
707
$50.7K
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
BUY
|
- |
182+ 2.83% |
$7.25K - $8.71K
|
6.62K
$474K
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
180+ 1.3% |
$7.17K - $8.61K
|
14K
$1.01M
|
|
May 18, 2021
Q1 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
176+ 1.32% |
$7.01K - $8.42K
|
13.5K
$969K
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
175New |
$6.97K - $8.38K
|
175
$12.5K
|
|
Dec 27, 2021
Q1 2021
|
Resolute Advisors LLC
|
BUY
|
- |
169New |
$6.73K - $8.09K
|
169
$12.1K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
157New |
$6.25K - $7.51K
|
157
$11.3K
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
153+ 3.08% |
$6.09K - $7.32K
|
5.12K
$367K
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
151+ 2.14% |
$6.01K - $7.23K
|
7.21K
$517K
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
150+ 20.38% |
$5.97K - $7.18K
|
886
$63.5K
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
147+ 1.68% |
$5.85K - $7.04K
|
8.89K
$637K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
146+ 0.8% |
$5.81K - $6.99K
|
18.4K
$1.32M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
140+ 12.89% |
$5.57K - $6.7K
|
1.23K
$87.9K
|
|
Jun 08, 2021
Q1 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
122New |
$4.86K - $5.84K
|
122
$8.75K
|
|
May 04, 2021
Q1 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
113New |
$4.5K - $5.41K
|
113
$8.1K
|
|
May 14, 2021
Q1 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
112+ 0.24% |
$4.46K - $5.36K
|
46.6K
$3.34M
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$3.98K - $4.79K
|
100
$7.17K
|
|
May 03, 2021
Q1 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
100New |
$3.98K - $4.79K
|
100
$7.17K
|
|
Apr 09, 2021
Q1 2021
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
97New |
$3.86K - $4.64K
|
97
$6.95K
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
96New |
$3.82K - $4.59K
|
96
$6.88K
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
93+ 1.05% |
$3.7K - $4.45K
|
8.95K
$642K
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
91New |
$3.62K - $4.36K
|
91
$6.52K
|
|
May 17, 2021
Q1 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
91+ 1.51% |
$3.62K - $4.36K
|
6.13K
$439K
|
|
Apr 12, 2021
Q1 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
89New |
$3.54K - $4.26K
|
89
$6.38K
|
|
May 13, 2021
Q1 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
79+ 29.26% |
$3.15K - $3.78K
|
349
$25K
|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
78+ 0.49% |
$3.11K - $3.73K
|
16.1K
$1.16M
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
77+ 12.48% |
$3.07K - $3.69K
|
694
$49.8K
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
76+ 0.66% |
$3.03K - $3.64K
|
11.7K
$835K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
75+ 0.88% |
$2.99K - $3.59K
|
8.6K
$617K
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
69+ 0.63% |
$2.75K - $3.3K
|
11K
$791K
|
|
Apr 27, 2021
Q1 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
67+ 0.71% |
$2.67K - $3.21K
|
9.51K
$682K
|
|
Apr 21, 2021
Q1 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
54+ 1.08% |
$2.15K - $2.58K
|
5.08K
$364K
|
|
May 13, 2021
Q1 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
53+ 8.43% |
$2.11K - $2.54K
|
682
$48.9K
|
|
Apr 20, 2021
Q1 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
52+ 0.7% |
$2.07K - $2.49K
|
7.47K
$535K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
52+ 14.21% |
$2.07K - $2.49K
|
418
$30K
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
47+ 0.38% |
$1.87K - $2.25K
|
12.4K
$891K
|
|
May 13, 2021
Q1 2021
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
46+ 0.11% |
$1.83K - $2.2K
|
43.1K
$3.09M
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
38+ 0.16% |
$1.51K - $1.82K
|
23.2K
$1.66M
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
35+ 0.06% |
$1.39K - $1.68K
|
56.7K
$4.07M
|
|
Dec 01, 2022
Q1 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
35+ 0.06% |
$1.39K - $1.68K
|
56.7K
$4.07M
|
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
28+ 14.0% |
$1.11K - $1.34K
|
228
$16.3K
|
|
Apr 28, 2021
Q1 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
27+ 5.88% |
$1.08K - $1.29K
|
486
$34.8K
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
25New |
$996 - $1.2K
|
25
$1.79K
|
|
Jul 13, 2021
Q1 2021
|
Pflug Koory, LLC
|
BUY
|
- |
25+ 1.55% |
$996 - $1.2K
|
1.64K
$118K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
22+ 0.64% |
$876 - $1.05K
|
3.48K
$250K
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
22+ 0.43% |
$876 - $1.05K
|
5.17K
$370K
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 0.36% |
$757 - $909
|
5.29K
$379K
|