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 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
390+ 3.02% |
$21.1K - $23.7K
|
13.3K
$1.11M
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
368+ 3.32% |
$19.9K - $22.4K
|
11.4K
$953K
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
358+ 6.24% |
$19.3K - $21.7K
|
6.1K
$508K
|
|
Jul 19, 2024
Q2 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
358+ 2.07% |
$19.3K - $21.7K
|
17.7K
$1.47M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
356+ 3.09% |
$19.2K - $21.6K
|
11.9K
$988K
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
353+ 1.04% |
$19.1K - $21.4K
|
34.2K
$2.85M
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
350+ 6.72% |
$18.9K - $21.3K
|
5.56K
$463K
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
348+ 19.14% |
$18.8K - $21.1K
|
2.17K
$180K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
325+ 2.83% |
$17.6K - $19.7K
|
11.8K
$982K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
306+ 1.12% |
$16.5K - $18.6K
|
27.6K
$2.3M
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$16.2K - $18.2K
|
300
$25K
|
|
Aug 14, 2024
Q2 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
300+ 2.55% |
$16.2K - $18.2K
|
12.1K
$1M
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
294+ 4.04% |
$15.9K - $17.9K
|
7.57K
$630K
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
291+ 3.34% |
$15.7K - $17.7K
|
9.01K
$750K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
276+ 16.64% |
$14.9K - $16.8K
|
1.94K
$161K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
271+ 2.21% |
$14.6K - $16.5K
|
12.5K
$1.04M
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
271+ 5.52% |
$14.6K - $16.5K
|
5.18K
$432K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
269+ 8.42% |
$14.5K - $16.3K
|
3.47K
$289K
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
265+ 6.0% |
$14.3K - $16.1K
|
4.68K
$390K
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
251+ 3.08% |
$13.6K - $15.2K
|
8.39K
$699K
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
250+ 6.58% |
$13.5K - $15.2K
|
4.05K
$337K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
249+ 2.68% |
$13.4K - $15.1K
|
9.53K
$794K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
243+ 5.26% |
$13.1K - $14.8K
|
4.86K
$405K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
229+ 4.93% |
$12.4K - $13.9K
|
4.87K
$406K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
214+ 2.83% |
$11.6K - $13K
|
7.77K
$647K
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
201New |
$10.9K - $12.2K
|
201
$16.7K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200+ 14.43% |
$10.8K - $12.1K
|
1.59K
$132K
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
196+ 1.41% |
$10.6K - $11.9K
|
14.1K
$1.17M
|
|
Jul 18, 2024
Q2 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
188+ 4.02% |
$10.2K - $11.4K
|
4.87K
$405K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
185+ 3.59% |
$9.99K - $11.2K
|
5.33K
$444K
|
|
Aug 14, 2024
Q2 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
178+ 2.15% |
$9.61K - $10.8K
|
8.45K
$703K
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
174+ 2.43% |
$9.4K - $10.6K
|
7.33K
$611K
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
171+ 3.78% |
$9.23K - $10.4K
|
4.7K
$391K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
170+ 2.9% |
$9.18K - $10.3K
|
6.04K
$503K
|
|
Aug 08, 2024
Q2 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
168+ 2.75% |
$9.07K - $10.2K
|
6.27K
$522K
|
|
Jul 22, 2024
Q2 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
165+ 4.48% |
$8.91K - $10K
|
3.85K
$320K
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
154+ 2.43% |
$8.32K - $9.35K
|
6.5K
$542K
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
146+ 0.41% |
$7.88K - $8.87K
|
35.4K
$2.95M
|
|
Jul 22, 2024
Q2 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
137+ 1.2% |
$7.4K - $8.32K
|
11.6K
$965K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
136+ 45.64% |
$7.34K - $8.26K
|
434
$36.1K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
135+ 3.75% |
$7.29K - $8.2K
|
3.73K
$311K
|
|
Aug 12, 2024
Q2 2024
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
135+ 0.19% |
$7.29K - $8.2K
|
70.9K
$5.9M
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
134+ 0.59% |
$7.24K - $8.14K
|
23K
$1.92M
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
130+ 2.19% |
$7.02K - $7.9K
|
6.07K
$506K
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
129+ 0.78% |
$6.97K - $7.84K
|
16.7K
$1.39M
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
123+ 4.98% |
$6.64K - $7.47K
|
2.59K
$216K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
121+ 2.46% |
$6.53K - $7.35K
|
5.04K
$419K
|
|
Aug 13, 2024
Q2 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
120+ 8.76% |
$6.48K - $7.29K
|
1.49K
$124K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
118+ 0.24% |
$6.37K - $7.17K
|
48.5K
$4.04M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
116+ 1.25% |
$6.26K - $7.05K
|
9.4K
$783K
|