Purchases and Sales Made in Q1 2024 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 2024. 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 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
338+ 1.61% |
$17.5K - $19.5K
|
21.4K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
335+ 31.51% |
$17.4K - $19.3K
|
1.4K
$118K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
328+ 596.36% |
$17K - $18.9K
|
383
$32.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
324New |
$16.8K - $18.7K
|
324
$27.5K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
324+ 2.72% |
$16.8K - $18.7K
|
12.2K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
315+ 3.51% |
$16.3K - $18.2K
|
9.29K
$787K
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
310+ 0.33% |
$16.1K - $17.9K
|
94.5K
$8M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
301+ 16.71% |
$15.6K - $17.3K
|
2.1K
$178K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
300+ 4.3% |
$15.5K - $17.3K
|
7.27K
$616K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
277New |
$14.3K - $16K
|
277
$23.5K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
242+ 1.14% |
$12.5K - $13.9K
|
21.5K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
240+ 3.29% |
$12.4K - $13.8K
|
7.53K
$638K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
238+ 15.06% |
$12.3K - $13.7K
|
1.82K
$154K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
236+ 2.39% |
$12.2K - $13.6K
|
10.1K
$856K
|
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
233+ 0.59% |
$12.1K - $13.4K
|
39.7K
$3.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
230+ 82.14% |
$11.9K - $13.3K
|
510
$43.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
228+ 2.91% |
$11.8K - $13.1K
|
8.07K
$684K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
225New |
$11.7K - $13K
|
225
$19.1K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
220+ 51.16% |
$11.4K - $12.7K
|
650
$55.1K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
216New |
$11.2K - $12.4K
|
216
$18.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
214New |
$11.1K - $12.3K
|
214
$18.1K
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
214+ 2.06% |
$11.1K - $12.3K
|
10.6K
$896K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
209+ 5.19% |
$10.8K - $12K
|
4.24K
$359K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
206+ 1.81% |
$10.7K - $11.9K
|
11.6K
$980K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
191+ 0.84% |
$9.89K - $11K
|
22.9K
$1.94M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
190+ 1.55% |
$9.84K - $10.9K
|
12.5K
$1.06M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
189+ 1.89% |
$9.79K - $10.9K
|
10.2K
$865K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
187+ 0.66% |
$9.69K - $10.8K
|
28.3K
$2.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
184+ 1.31% |
$9.53K - $10.6K
|
14.3K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
173+ 3.46% |
$8.96K - $9.97K
|
5.18K
$439K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
171+ 0.98% |
$8.86K - $9.85K
|
17.7K
$1.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
169+ 3.82% |
$8.75K - $9.74K
|
4.59K
$389K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
154New |
$7.98K - $8.87K
|
154
$13K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
151+ 7.83% |
$7.82K - $8.7K
|
2.08K
$176K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
134New |
$6.94K - $7.72K
|
134
$11.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
132+ 1.54% |
$6.84K - $7.61K
|
8.72K
$739K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
130+ 2.06% |
$6.73K - $7.49K
|
6.46K
$547K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
130+ 1.75% |
$6.73K - $7.49K
|
7.57K
$642K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
125+ 13.89% |
$6.48K - $7.2K
|
1.03K
$86.8K
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
121+ 1.97% |
$6.27K - $6.97K
|
6.27K
$531K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
120+ 2.98% |
$6.22K - $6.91K
|
4.14K
$351K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
117+ 10.64% |
$6.06K - $6.74K
|
1.22K
$103K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
117New |
$6.06K - $6.74K
|
117
$9.91K
|
|
|
May 01, 2024
Q1 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
116+ 0.45% |
$6.01K - $6.68K
|
25.7K
$2.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
114+ 29.38% |
$5.91K - $6.57K
|
502
$42.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
113+ 1.45% |
$5.85K - $6.51K
|
7.93K
$672K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
105+ 1.82% |
$5.44K - $6.05K
|
5.89K
$499K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
104+ 416.0% |
$5.39K - $5.99K
|
129
$10.9K
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
103+ 0.46% |
$5.34K - $5.93K
|
22.6K
$1.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.85% |
$5.18K - $5.76K
|
11.8K
$1M
|