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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
601+ 0.16% |
$31.8K - $36.1K
|
379K
$29.3M
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
572+ 9.93% |
$30.2K - $34.4K
|
6.33K
$490K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
555+ 0.52% |
$29.3K - $33.3K
|
108K
$8.37M
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
543New |
$28.7K - $32.6K
|
543
$42K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
537+ 6.32% |
$28.4K - $32.3K
|
9.03K
$699K
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
514+ 0.08% |
$27.2K - $30.9K
|
641K
$49.6M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
514+ 7.49% |
$27.2K - $30.9K
|
7.37K
$571K
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
501+ 2.54% |
$26.5K - $30.1K
|
20.2K
$1.56M
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
501+ 2.54% |
$26.5K - $30.1K
|
20.2K
$1.56M
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500New |
$26.4K - $30K
|
500
$38.7K
|
|
Feb 14, 2022
Q4 2021
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
500+ 4.78% |
$26.4K - $30K
|
11K
$848K
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
500+ 2.67% |
$26.4K - $30K
|
19.3K
$1.49M
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
497+ 3.54% |
$26.3K - $29.9K
|
14.5K
$1.13M
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
491+ 0.87% |
$25.9K - $29.5K
|
57.2K
$4.43M
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
483+ 4.43% |
$25.5K - $29K
|
11.4K
$882K
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
469New |
$24.8K - $28.2K
|
469
$36.3K
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
462+ 2.03% |
$24.4K - $27.8K
|
23.2K
$1.8M
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
458+ 4.29% |
$24.2K - $27.5K
|
11.1K
$862K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
456+ 5.41% |
$24.1K - $27.4K
|
8.89K
$688K
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
445New |
$23.5K - $26.7K
|
445
$34.4K
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
440+ 15.13% |
$23.3K - $26.4K
|
3.35K
$259K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
428+ 2.67% |
$22.6K - $25.7K
|
16.5K
$1.28M
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
420+ 1.66% |
$22.2K - $25.2K
|
25.7K
$1.99M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
414+ 0.92% |
$21.9K - $24.9K
|
45.6K
$3.53M
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
405+ 5.84% |
$21.4K - $24.3K
|
7.34K
$568K
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
392+ 3.26% |
$20.7K - $23.6K
|
12.4K
$962K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
389+ 2.65% |
$20.6K - $23.4K
|
15.1K
$1.17M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
375+ 1.77% |
$19.8K - $22.5K
|
21.6K
$1.67M
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
375+ 1.46% |
$19.8K - $22.5K
|
26.1K
$2.02M
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
369+ 2.0% |
$19.5K - $22.2K
|
18.8K
$1.46M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
369+ 2.05% |
$19.5K - $22.2K
|
18.4K
$1.42M
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
369New |
$19.5K - $22.2K
|
369
$28.6K
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
365+ 2.84% |
$19.3K - $21.9K
|
13.2K
$1.02M
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
353+ 2.38% |
$18.7K - $21.2K
|
15.2K
$1.17M
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
348+ 4.14% |
$18.4K - $20.9K
|
8.76K
$678K
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
340+ 3.91% |
$18K - $20.4K
|
9.04K
$700K
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
338+ 3.03% |
$17.9K - $20.3K
|
11.5K
$891K
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
330+ 1.59% |
$17.4K - $19.8K
|
21.1K
$1.63M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
320+ 7.59% |
$16.9K - $19.2K
|
4.54K
$351K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
320New |
$16.9K - $19.2K
|
320
$24.8K
|
|
Feb 10, 2022
Q4 2021
|
Weil Company, Inc.
|
BUY
|
- |
318+ 1.42% |
$16.8K - $19.1K
|
22.7K
$1.76M
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
315+ 3.05% |
$16.6K - $18.9K
|
10.6K
$823K
|
|
Feb 08, 2022
Q4 2021
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
314+ 6.11% |
$16.6K - $18.9K
|
5.46K
$422K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
309+ 3.46% |
$16.3K - $18.6K
|
9.24K
$715K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
304+ 100.66% |
$16.1K - $18.3K
|
606
$46.9K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
296New |
$15.6K - $17.8K
|
296
$22.9K
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
296New |
$15.6K - $17.8K
|
296
$22.9K
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
286+ 1.7% |
$15.1K - $17.2K
|
17.1K
$1.32M
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
283New |
$15K - $17K
|
283
$21.9K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
282+ 3.58% |
$14.9K - $16.9K
|
8.16K
$632K
|