Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
121+ 2.46% |
$6.53K - $7.35K
|
5.04K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
120+ 8.76% |
$6.48K - $7.29K
|
1.49K
$132K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
118+ 0.24% |
$6.37K - $7.17K
|
48.5K
$4.31M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
116+ 1.25% |
$6.26K - $7.05K
|
9.4K
$835K
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
109+ 69.87% |
$5.89K - $6.62K
|
265
$23.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
105+ 2.55% |
$5.67K - $6.38K
|
4.22K
$375K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
104+ 152.94% |
$5.62K - $6.32K
|
172
$15.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
103New |
$5.56K - $6.26K
|
103
$9.15K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
102+ 1.38% |
$5.51K - $6.2K
|
7.47K
$663K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
101+ 0.62% |
$5.45K - $6.13K
|
16.5K
$1.46M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
101New |
$5.45K - $6.13K
|
101
$8.97K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 2.37% |
$5.4K - $6.07K
|
4.32K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
100+ 0.15% |
$5.4K - $6.07K
|
64.8K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
98+ 2.26% |
$5.29K - $5.95K
|
4.44K
$394K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
98+ 2.26% |
$5.29K - $5.95K
|
4.44K
$394K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
96New |
$5.18K - $5.83K
|
96
$8.52K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
93+ 50.0% |
$5.02K - $5.65K
|
279
$24.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
91+ 0.65% |
$4.91K - $5.53K
|
14K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
91+ 2.15% |
$4.91K - $5.53K
|
4.33K
$385K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
89+ 0.51% |
$4.81K - $5.41K
|
17.5K
$1.55M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
88+ 0.36% |
$4.75K - $5.35K
|
24.5K
$2.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
87+ 29.9% |
$4.7K - $5.28K
|
378
$33.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
87+ 0.71% |
$4.7K - $5.28K
|
12.3K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
84+ 31.82% |
$4.54K - $5.1K
|
348
$30.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
84+ 1.22% |
$4.54K - $5.1K
|
6.99K
$620K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
82+ 4.88% |
$4.43K - $4.98K
|
1.76K
$157K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
82+ 0.71% |
$4.43K - $4.98K
|
11.7K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
78+ 0.99% |
$4.21K - $4.74K
|
7.99K
$710K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
78+ 0.78% |
$4.21K - $4.74K
|
10.1K
$897K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
78+ 13.02% |
$4.21K - $4.74K
|
677
$60.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
75+ 0.13% |
$4.05K - $4.56K
|
56K
$4.97M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
72+ 122.03% |
$3.89K - $4.37K
|
131
$11.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
68+ 44.16% |
$3.67K - $4.13K
|
222
$19.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
68+ 43.31% |
$3.67K - $4.13K
|
225
$20K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
67+ 0.21% |
$3.62K - $4.07K
|
32K
$2.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
64+ 1.12% |
$3.46K - $3.89K
|
5.8K
$515K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
64New |
$3.46K - $3.89K
|
64
$5.68K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
63+ 0.5% |
$3.4K - $3.83K
|
12.6K
$1.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
58+ 0.89% |
$3.13K - $3.52K
|
6.61K
$587K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
53+ 0.48% |
$2.86K - $3.22K
|
11.1K
$982K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
53New |
$2.86K - $3.22K
|
53
$4.71K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 4.07% |
$2.81K - $3.16K
|
1.33K
$118K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
52New |
$2.81K - $3.16K
|
52
$4.62K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
50+ 0.66% |
$2.7K - $3.04K
|
7.58K
$673K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
50+ 0.5% |
$2.7K - $3.04K
|
10.1K
$896K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
48+ 1.05% |
$2.59K - $2.92K
|
4.6K
$409K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
47+ 0.92% |
$2.54K - $2.85K
|
5.18K
$460K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
47New |
$2.54K - $2.85K
|
47
$4.17K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
45+ 0.59% |
$2.43K - $2.73K
|
7.62K
$676K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 1.69% |
$2.38K - $2.67K
|
2.66K
$236K
|