Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
89+ 2.16% |
$4.7K - $5.35K
|
4.21K
$351K
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
88New |
$4.65K - $5.29K
|
88
$7.33K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
86+ 1.69% |
$4.55K - $5.17K
|
5.18K
$431K
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
86+ 43.0% |
$4.55K - $5.17K
|
286
$23.8K
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
78+ 1.03% |
$4.12K - $4.69K
|
7.67K
$639K
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
77+ 0.33% |
$4.07K - $4.63K
|
23.5K
$1.96M
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
75+ 4.65% |
$3.96K - $4.51K
|
1.69K
$141K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
65+ 0.69% |
$3.44K - $3.91K
|
9.52K
$793K
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
63New |
$3.33K - $3.79K
|
63
$5.25K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
58+ 1.07% |
$3.07K - $3.49K
|
5.49K
$457K
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
52+ 0.65% |
$2.75K - $3.12K
|
8.09K
$674K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
50+ 0.33% |
$2.64K - $3K
|
15.3K
$1.28M
|
|
Feb 11, 2022
Q4 2021
|
Arjuna Capital
|
BUY
|
- |
46+ 0.22% |
$2.43K - $2.76K
|
20.9K
$1.74M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
41New |
$2.17K - $2.46K
|
41
$3.41K
|
|
Jan 31, 2022
Q4 2021
|
Delta Capital Management LLC
|
BUY
|
- |
40+ 0.1% |
$2.11K - $2.4K
|
41.1K
$3.43M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
37+ 0.22% |
$1.96K - $2.22K
|
16.6K
$1.38M
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
37+ 7.97% |
$1.96K - $2.22K
|
501
$41.7K
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
35+ 0.32% |
$1.85K - $2.1K
|
11K
$920K
|
|
Jan 26, 2022
Q4 2021
|
Mcrae Capital Management Inc
|
BUY
|
- |
35+ 0.23% |
$1.85K - $2.1K
|
15.2K
$1.26M
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
34+ 0.23% |
$1.8K - $2.04K
|
14.8K
$1.23M
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
31+ 0.13% |
$1.64K - $1.86K
|
23.2K
$1.93M
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
30+ 0.68% |
$1.59K - $1.8K
|
4.46K
$371K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29+ 6.35% |
$1.53K - $1.74K
|
486
$40.5K
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
28New |
$1.48K - $1.68K
|
28
$2.33K
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
28+ 0.06% |
$1.48K - $1.68K
|
49.7K
$4.14M
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
26+ 0.27% |
$1.37K - $1.56K
|
9.8K
$816K
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
25New |
$1.32K - $1.5K
|
25
$2.08K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24+ 0.32% |
$1.27K - $1.44K
|
7.61K
$633K
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
23+ 0.52% |
$1.22K - $1.38K
|
4.48K
$373K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22New |
$1.16K - $1.32K
|
22
$1.83K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
21+ 10.55% |
$1.11K - $1.26K
|
220
$18.3K
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21New |
$1.11K - $1.26K
|
21
$1.75K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
20New |
$1.06K - $1.2K
|
20
$1.67K
|
|
Jan 18, 2022
Q4 2021
|
Ellsworth Advisors, LLC
|
BUY
|
- |
20+ 0.39% |
$1.06K - $1.2K
|
5.11K
$426K
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
18+ 0.51% |
$951 - $1.08K
|
3.54K
$295K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
17New |
$898 - $1.02K
|
17
$1.42K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13New |
$687 - $781
|
13
$1.08K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
13+ 0.28% |
$687 - $781
|
4.64K
$387K
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
12New |
$634 - $721
|
12
$999
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
12New |
$634 - $721
|
12
$999
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12+ 0.27% |
$634 - $721
|
4.39K
$366K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
10+ 0.12% |
$529 - $601
|
8.14K
$678K
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
10+ 0.09% |
$529 - $601
|
10.7K
$888K
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
9+ 0.02% |
$476 - $541
|
48K
$4M
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8+ 0.13% |
$423 - $481
|
6.2K
$516K
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
8+ 0.13% |
$423 - $481
|
6.3K
$525K
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.09% |
$423 - $481
|
8.86K
$738K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.05% |
$370 - $421
|
13K
$1.09M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
6+ 0.59% |
$317 - $361
|
1.02K
$84.8K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.47% |
$264 - $300
|
1.06K
$88.5K
|