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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.75KNew |
$245K - $299K
|
5.75K
$446K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
5.61K+ 33.52% |
$239K - $291K
|
22.4K
$1.74M
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
5.61K+ 113.38% |
$239K - $291K
|
10.6K
$819K
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
5.46KNew |
$233K - $284K
|
5.46K
$424K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
5.41K+ 4.39% |
$231K - $281K
|
129K
$10M
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.37KNew |
$229K - $279K
|
5.37K
$417K
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
5.37K+ 3.09% |
$229K - $279K
|
179K
$13.9M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
5.35K+ 9.08% |
$228K - $278K
|
64.3K
$4.99M
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
5.35K+ 106.94% |
$228K - $278K
|
10.3K
$803K
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
5.32K+ 2.46% |
$226K - $276K
|
221K
$17.2M
|
|
Apr 26, 2023
Q1 2023
|
Wright Investors Service Inc
|
BUY
|
- |
5.29KNew |
$225K - $275K
|
5.29K
$410K
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.26KNew |
$224K - $273K
|
5.26K
$409K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
5.26K+ 5.11% |
$224K - $273K
|
108K
$8.39M
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.25KNew |
$223K - $272K
|
5.25K
$407K
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
5.25KNew |
$223K - $272K
|
5.25K
$407K
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.2KNew |
$222K - $270K
|
5.2K
$404K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
5.02K+ 32.36% |
$214K - $261K
|
20.5K
$1.59M
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
5KNew |
$213K - $260K
|
5K
$388K
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
5KNew |
$213K - $260K
|
5K
$388K
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5K+ 10.45% |
$213K - $259K
|
52.8K
$4.1M
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
4.99KNew |
$212K - $259K
|
4.99K
$387K
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.95KNew |
$211K - $257K
|
4.95K
$384K
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.79KNew |
$204K - $248K
|
4.79K
$371K
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.72KNew |
$201K - $245K
|
4.72K
$367K
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
4.66K+ 6.18% |
$198K - $242K
|
80K
$6.21M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.51KNew |
$192K - $234K
|
4.51K
$350K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.5K+ 23.26% |
$192K - $234K
|
23.9K
$1.85M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.48K+ 4.11% |
$191K - $233K
|
113K
$8.8M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.48KNew |
$191K - $232K
|
4.48K
$348K
|
|
May 15, 2023
Q1 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
4.45KNew |
$190K - $231K
|
4.45K
$346K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
4.45K+ 2.87% |
$189K - $231K
|
159K
$12.4M
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.41K+ 14.06% |
$188K - $229K
|
35.8K
$2.78M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
4.41KNew |
$188K - $229K
|
4.41K
$342K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.33K+ 0.51% |
$184K - $225K
|
852K
$66.1M
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4.28KNew |
$182K - $222K
|
4.28K
$332K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.27K+ 77.63% |
$182K - $221K
|
9.76K
$758K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.12K+ 83.18% |
$176K - $214K
|
9.08K
$705K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.08K+ 28.99% |
$174K - $212K
|
18.2K
$1.41M
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
4.04K+ 44.75% |
$172K - $210K
|
13.1K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.91K+ 13.71% |
$166K - $203K
|
32.4K
$2.51M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.68K+ 13.84% |
$157K - $191K
|
30.3K
$2.35M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
3.65K+ 24.06% |
$155K - $190K
|
18.8K
$1.46M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.61K+ 19.38% |
$154K - $188K
|
22.3K
$1.73M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.37K+ 32.68% |
$144K - $175K
|
13.7K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.3K+ 13.19% |
$140K - $171K
|
28.3K
$2.2M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.29KNew |
$140K - $171K
|
3.29K
$255K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.24K+ 30.22% |
$138K - $168K
|
14K
$1.08M
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.2KNew |
$136K - $166K
|
3.2K
$248K
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
3.14K+ 12.45% |
$134K - $163K
|
28.3K
$2.2M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.12K+ 31.98% |
$133K - $162K
|
12.9K
$1M
|