Purchases and Sales Made in Q4 2022 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 2022. 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 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
107+ 1.21% |
$4.06K - $4.91K
|
8.97K
$771K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
99New |
$3.76K - $4.54K
|
99
$8.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
97New |
$3.68K - $4.45K
|
97
$8.34K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
97+ 0.41% |
$3.68K - $4.45K
|
23.6K
$2.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
97+ 1.65% |
$3.68K - $4.45K
|
5.98K
$514K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
95+ 5.08% |
$3.61K - $4.36K
|
1.97K
$169K
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
95+ 0.09% |
$3.61K - $4.36K
|
103K
$8.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
87+ 0.38% |
$3.3K - $3.99K
|
22.8K
$1.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
BUY
|
- |
85+ 0.56% |
$3.23K - $3.9K
|
15.2K
$1.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
85+ 369.57% |
$3.23K - $3.9K
|
108
$9.28K
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
85+ 0.77% |
$3.23K - $3.9K
|
11.1K
$956K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
84+ 1.27% |
$3.19K - $3.86K
|
6.71K
$576K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
78+ 31.33% |
$2.96K - $3.58K
|
327
$28.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
75+ 2.26% |
$2.85K - $3.44K
|
3.4K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
72+ 12.52% |
$2.73K - $3.3K
|
647
$55.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Riverwater Partners LLC
|
BUY
|
- |
70+ 1.32% |
$2.66K - $3.21K
|
5.39K
$463K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
66+ 13.15% |
$2.51K - $3.03K
|
568
$48.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
66+ 0.54% |
$2.51K - $3.03K
|
12.3K
$1.06M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
65+ 0.62% |
$2.47K - $2.98K
|
10.6K
$913K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
65+ 0.11% |
$2.47K - $2.98K
|
61.5K
$5.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
64+ 0.54% |
$2.43K - $2.94K
|
11.8K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
63New |
$2.39K - $2.89K
|
63
$5.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
62New |
$2.35K - $2.85K
|
62
$5.33K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
61New |
$2.32K - $2.8K
|
61
$5.24K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
48New |
$1.82K - $2.2K
|
48
$4.12K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
48New |
$1.82K - $2.2K
|
48
$4.12K
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
47+ 0.5% |
$1.79K - $2.16K
|
9.51K
$817K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
46+ 0.39% |
$1.75K - $2.11K
|
11.9K
$1.02M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
40+ 86.96% |
$1.52K - $1.84K
|
86
$7.39K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
36New |
$1.37K - $1.65K
|
36
$3.09K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
34New |
$1.29K - $1.56K
|
34
$2.92K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
31+ 10.37% |
$1.18K - $1.42K
|
330
$28.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
30+ 0.14% |
$1.14K - $1.38K
|
21.6K
$1.86M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
29+ 0.96% |
$1.1K - $1.33K
|
3.05K
$262K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
21+ 35.59% |
$798 - $964
|
80
$6.87K
|
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
18+ 0.03% |
$684 - $826
|
65.7K
$5.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
17+ 77.27% |
$646 - $780
|
39
$3.35K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
15New |
$570 - $689
|
15
$1.29K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 32.56% |
$532 - $643
|
57
$4.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14+ 0.53% |
$532 - $643
|
2.65K
$228K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
12+ 4.0% |
$456 - $551
|
312
$26.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 0.85% |
$304 - $367
|
945
$81.2K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.42% |
$228 - $275
|
1.43K
$123K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
5+ 0.07% |
$190 - $230
|
6.68K
$574K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.95% |
$152 - $184
|
425
$36.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4+ 0.05% |
$152 - $184
|
8.72K
$749K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.41% |
$114 - $138
|
728
$62.6K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3+ 0.95% |
$114 - $138
|
319
$27.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2+ 0.04% |
$76 - $91.8
|
5.43K
$467K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.02% |
$76 - $91.8
|
12.1K
$1.04M
|