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 05, 2023
Q1 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
1.73K+ 16.38% |
$73.7K - $89.8K
|
12.3K
$954K
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
1.67K+ 24.94% |
$71.3K - $86.9K
|
8.39K
$651K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.67K+ 29.54% |
$70.9K - $86.4K
|
7.3K
$567K
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.65K+ 11.46% |
$70.3K - $85.7K
|
16.1K
$1.25M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
1.65K+ 0.57% |
$70K - $85.4K
|
292K
$22.7M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.64K+ 11.29% |
$69.8K - $85.1K
|
16.2K
$1.25M
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.64K+ 11.29% |
$69.8K - $85.1K
|
16.2K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.61K+ 11.67% |
$68.6K - $83.6K
|
15.4K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.59K+ 11.51% |
$67.8K - $82.7K
|
15.4K
$1.2M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.58K+ 8.32% |
$67.2K - $82K
|
20.6K
$1.6M
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.56K+ 33.51% |
$66.4K - $80.9K
|
6.21K
$482K
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
1.55K+ 7.73% |
$66.1K - $80.6K
|
21.6K
$1.68M
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.55K+ 8.86% |
$66K - $80.5K
|
19K
$1.48M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.55K+ 15.93% |
$66K - $80.5K
|
11.3K
$876K
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.55K+ 0.89% |
$66K - $80.5K
|
175K
$13.6M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.55K+ 3513.64% |
$65.8K - $80.3K
|
1.59K
$123K
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.55K+ 2.84% |
$65.8K - $80.2K
|
56K
$4.35M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.52K+ 43.69% |
$64.6K - $78.8K
|
4.99K
$387K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.49K+ 4.32% |
$63.6K - $77.5K
|
36K
$2.8M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.47K+ 25.73% |
$62.5K - $76.2K
|
7.17K
$557K
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.46K+ 24.88% |
$62.1K - $75.8K
|
7.32K
$568K
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
BUY
|
- |
1.43K+ 119.35% |
$60.7K - $74K
|
2.62K
$203K
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.4K+ 1.61% |
$59.6K - $72.7K
|
88.3K
$6.86M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.39K+ 25.14% |
$59.3K - $72.3K
|
6.93K
$538K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.39K+ 7.01% |
$59.1K - $72K
|
21.2K
$1.64M
|
|
May 09, 2023
Q1 2023
|
Motco
|
BUY
|
- |
1.38K+ 1.11% |
$58.8K - $71.6K
|
126K
$9.75M
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.35K+ 2.39% |
$57.4K - $70K
|
57.7K
$4.48M
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
1.33K+ 8.78% |
$56.7K - $69.1K
|
16.5K
$1.28M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.28K+ 4.69% |
$54.5K - $66.4K
|
28.5K
$2.21M
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1.28K+ 1.99% |
$54.5K - $66.4K
|
65.5K
$5.08M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
1.27K+ 15.05% |
$53.9K - $65.7K
|
9.68K
$751K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.24KNew |
$52.8K - $64.3K
|
1.24K
$96.2K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.22KNew |
$51.9K - $63.2K
|
1.22K
$94.5K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.21K+ 4.06% |
$51.7K - $63K
|
31.1K
$2.42M
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.16K+ 2.92% |
$49.6K - $60.4K
|
41K
$3.18M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.15KNew |
$49.1K - $59.9K
|
1.15K
$89.5K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.15K+ 6.45% |
$48.8K - $59.4K
|
18.9K
$1.47M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.14K+ 9.58% |
$48.4K - $59K
|
13K
$1.01M
|
|
May 04, 2023
Q1 2023
|
Shayne & Co., LLC
|
BUY
|
- |
1.12K+ 2.58% |
$47.5K - $57.9K
|
44.4K
$3.44M
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
1.12K+ 17.05% |
$47.5K - $57.9K
|
7.66K
$595K
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.11K+ 1.95% |
$47.3K - $57.7K
|
58.1K
$4.51M
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.08K+ 9.49% |
$46.2K - $56.3K
|
12.5K
$971K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.08K+ 9.13% |
$46.1K - $56.2K
|
12.9K
$1M
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 5.61% |
$44.2K - $53.9K
|
19.5K
$1.52M
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
BUY
|
- |
1.03K+ 5.63% |
$43.6K - $53.2K
|
19.2K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.02K+ 1.24% |
$43.4K - $53K
|
83.3K
$6.47M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.01K+ 7.16% |
$43.2K - $52.6K
|
15.2K
$1.18M
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
1KNew |
$42.6K - $51.9K
|
1K
$77.6K
|
|
May 17, 2023
Q1 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
1K+ 0.5% |
$42.6K - $51.9K
|
200K
$15.5M
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1K+ 2.93% |
$42.6K - $51.9K
|
35.1K
$2.73M
|