Purchases and Sales Made in Q1 2023 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 2023. 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 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
145+ 4.66% |
$6.17K - $7.53K
|
3.26K
$274K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
143+ 2.54% |
$6.09K - $7.42K
|
5.76K
$486K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
135+ 4.68% |
$5.75K - $7.01K
|
3.02K
$254K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
132+ 136.08% |
$5.62K - $6.85K
|
229
$19.3K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
131+ 187.14% |
$5.58K - $6.8K
|
201
$16.9K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
126+ 0.63% |
$5.37K - $6.54K
|
20.1K
$1.69M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
126+ 1.08% |
$5.37K - $6.54K
|
11.7K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
126+ 1.08% |
$5.37K - $6.54K
|
11.7K
$989K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
123+ 0.44% |
$5.24K - $6.39K
|
28.2K
$2.38M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
120+ 10.26% |
$5.11K - $6.23K
|
1.29K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
119+ 1.44% |
$5.07K - $6.18K
|
8.39K
$707K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
115New |
$4.9K - $5.97K
|
115
$9.69K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
105+ 0.56% |
$4.47K - $5.45K
|
18.7K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
104+ 4.66% |
$4.43K - $5.4K
|
2.33K
$197K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
104New |
$4.43K - $5.4K
|
104
$8.76K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
100+ 0.38% |
$4.26K - $5.19K
|
26.4K
$2.23M
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
100+ 7.69% |
$4.26K - $5.19K
|
1.4K
$118K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
95+ 1.98% |
$4.05K - $4.93K
|
4.89K
$412K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
91+ 3.36% |
$3.87K - $4.72K
|
2.8K
$236K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
86New |
$3.66K - $4.47K
|
86
$7.24K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
84+ 10.24% |
$3.58K - $4.36K
|
904
$76.2K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
83+ 43.68% |
$3.53K - $4.31K
|
273
$23K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
80+ 0.72% |
$3.41K - $4.15K
|
11.2K
$944K
|
|
|
Apr 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
80+ 0.7% |
$3.41K - $4.15K
|
11.5K
$967K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
78New |
$3.32K - $4.05K
|
78
$6.57K
|
|
|
May 02, 2023
Q1 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
77+ 0.34% |
$3.28K - $4K
|
22.9K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
67+ 0.29% |
$2.85K - $3.48K
|
23.1K
$1.95M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
65New |
$2.77K - $3.37K
|
65
$5.48K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
63New |
$2.68K - $3.27K
|
63
$5.31K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
61+ 0.82% |
$2.6K - $3.17K
|
7.52K
$634K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
60New |
$2.55K - $3.12K
|
60
$5.05K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
54+ 0.79% |
$2.3K - $2.8K
|
6.86K
$578K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
53+ 0.71% |
$2.26K - $2.75K
|
7.49K
$631K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
48+ 23.41% |
$2.04K - $2.49K
|
253
$21.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
41+ 13.06% |
$1.75K - $2.13K
|
355
$29.9K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
37+ 2.61% |
$1.58K - $1.92K
|
1.46K
$123K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
32+ 0.53% |
$1.36K - $1.66K
|
6.11K
$515K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
29+ 0.1% |
$1.23K - $1.51K
|
28K
$2.36M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
27+ 0.84% |
$1.15K - $1.4K
|
3.25K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
27+ 12.8% |
$1.15K - $1.4K
|
238
$20K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
27+ 0.59% |
$1.15K - $1.4K
|
4.6K
$388K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.63% |
$1.11K - $1.35K
|
4.15K
$349K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
24+ 0.28% |
$1.02K - $1.25K
|
8.54K
$719K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
19+ 0.26% |
$809 - $986
|
7.43K
$626K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
19New |
$809 - $986
|
19
$1.6K
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
17+ 0.08% |
$724 - $883
|
21K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
10+ 0.22% |
$426 - $519
|
4.51K
$380K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
9+ 2.73% |
$383 - $467
|
339
$28.6K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
9+ 0.2% |
$383 - $467
|
4.47K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
9+ 0.07% |
$383 - $467
|
13.3K
$1.12M
|