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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
40New |
$2.16K - $2.43K
|
40
$3.44K
|
|
|
Aug 01, 2024
Q2 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
37+ 0.27% |
$2K - $2.25K
|
13.7K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
37+ 0.29% |
$2K - $2.25K
|
12.8K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
36New |
$1.94K - $2.19K
|
36
$3.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
34+ 0.25% |
$1.84K - $2.07K
|
13.5K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
33+ 0.07% |
$1.78K - $2K
|
46.3K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
32+ 0.9% |
$1.73K - $1.94K
|
3.57K
$307K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
32New |
$1.73K - $1.94K
|
32
$2.75K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
30+ 1.54% |
$1.62K - $1.82K
|
1.98K
$170K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
30+ 0.13% |
$1.62K - $1.82K
|
22.3K
$1.92M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
29+ 0.52% |
$1.57K - $1.76K
|
5.6K
$481K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
28New |
$1.51K - $1.7K
|
28
$2.41K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
27+ 0.61% |
$1.46K - $1.64K
|
4.43K
$381K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
23New |
$1.24K - $1.4K
|
23
$1.98K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
22+ 57.89% |
$1.19K - $1.34K
|
60
$5.16K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
20+ 0.35% |
$1.08K - $1.21K
|
5.68K
$488K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.89% |
$1.03K - $1.15K
|
1.03K
$88.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
17+ 0.48% |
$918 - $1.03K
|
3.54K
$305K
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
BUY
|
- |
17+ 0.34% |
$918 - $1.03K
|
4.96K
$427K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
16+ 0.41% |
$864 - $972
|
3.89K
$335K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
16+ 0.11% |
$864 - $972
|
15.1K
$1.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
15+ 0.41% |
$810 - $911
|
3.63K
$313K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11+ 0.05% |
$594 - $668
|
21.4K
$1.84M
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
10+ 333.33% |
$540 - $607
|
13
$1.12K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
10+ 0.92% |
$540 - $607
|
1.09K
$94.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
10+ 0.24% |
$540 - $607
|
4.22K
$363K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 2.44% |
$540 - $607
|
419
$36.1K
|
|
|
Jul 10, 2024
Q2 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
7+ 0.19% |
$378 - $425
|
3.72K
$320K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 6.49% |
$270 - $304
|
82
$7.06K
|
|
|
Jul 22, 2024
Q2 2024
|
Lincoln Capital LLC
|
BUY
|
- |
5+ 0.01% |
$270 - $304
|
65.1K
$5.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 35.71% |
$270 - $304
|
19
$1.63K
|
|
|
Aug 08, 2024
Q2 2024
|
Schulhoff & CO Inc
|
BUY
|
- |
3+ 0.02% |
$162 - $182
|
12.3K
$1.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Boyar Asset Management Inc.
New York, NY |
BUY
|
- |
3+ 0.01% |
$162 - $182
|
56.6K
$4.87M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.06% |
$162 - $182
|
5.04K
$433K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.68% |
$162 - $182
|
446
$38.4K
|
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3+ 0.01% |
$162 - $182
|
25.2K
$2.17M
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.93% |
$162 - $182
|
327
$28.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.4% |
$162 - $182
|
747
$64.3K
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.89% |
$108 - $121
|
227
$19.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.62% |
$108 - $121
|
326
$28K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2+ 0.92% |
$108 - $121
|
219
$18.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.58% |
$108 - $121
|
344
$29.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.6% |
$108 - $121
|
335
$28.8K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1New |
$54 - $60.7
|
1
$86
|
|
|
Aug 13, 2024
Q2 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$54 - $60.7
|
8.02K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.02% |
$54 - $60.7
|
4.02K
$346K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1+ 0.02% |
$54 - $60.7
|
4.63K
$398K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 1.52% |
$54 - $60.7
|
67
$5.76K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1+ 0.01% |
$54 - $60.7
|
12.4K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2- 18.18% |
$108 - $121
|
9
$774
|