Purchases and Sales Made in Q4 2023 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 2023. 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 29, 2024
Q4 2023
|
Bristol John W & CO Inc
|
SELL
|
- |
-534- 2.83% |
$22K - $27.9K
|
18.4K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-537- 9.4% |
$22.1K - $28K
|
5.18K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-561- 2.52% |
$23.1K - $29.3K
|
21.7K
$1.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-563- 3.22% |
$23.2K - $29.4K
|
16.9K
$1.41M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-576- 15.8% |
$23.7K - $30.1K
|
3.07K
$256K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-600- 3.08% |
$24.7K - $31.3K
|
18.9K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-606- 1.31% |
$25K - $31.6K
|
45.8K
$3.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-621- 31.55% |
$25.6K - $32.4K
|
1.35K
$112K
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
SELL
|
- |
-624- 3.71% |
$25.7K - $32.6K
|
16.2K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-626- 0.57% |
$25.8K - $32.7K
|
110K
$9.12M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-652- 1.34% |
$26.8K - $34K
|
48.1K
$4.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-684- 22.12% |
$28.2K - $35.7K
|
2.41K
$201K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-707- 65.22% |
$29.1K - $36.9K
|
377
$31.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-729- 0.74% |
$30K - $38.1K
|
97.2K
$8.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-733- 14.72% |
$30.2K - $38.3K
|
4.25K
$354K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-751- 1.32% |
$30.9K - $39.2K
|
56.3K
$4.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
SELL
|
- |
-760- 1.3% |
$31.3K - $39.7K
|
57.8K
$4.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-770- 2.3% |
$31.7K - $40.2K
|
32.8K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-792- 1.12% |
$32.6K - $41.4K
|
70K
$5.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-824- 7.04% |
$33.9K - $43K
|
10.9K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-835- 0.37% |
$34.4K - $43.6K
|
222K
$18.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-842- 0.74% |
$34.7K - $44K
|
113K
$9.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-851- 14.23% |
$35K - $44.4K
|
5.13K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-900- 0.67% |
$37.1K - $47K
|
134K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-902- 2.06% |
$37.1K - $47.1K
|
42.8K
$3.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-905- 4.5% |
$37.3K - $47.3K
|
19.2K
$1.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-916- 0.7% |
$37.7K - $47.8K
|
130K
$10.8M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-916- 0.7% |
$37.7K - $47.8K
|
130K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-917- 2.85% |
$37.8K - $47.9K
|
31.3K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-930- 17.26% |
$38.3K - $48.6K
|
4.46K
$371K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-963- 1.44% |
$39.7K - $50.3K
|
65.9K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-964- 5.3% |
$39.7K - $50.3K
|
17.2K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-965- 14.59% |
$39.7K - $50.4K
|
5.65K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-965- 59.57% |
$39.7K - $50.4K
|
655
$54.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-975- 0.66% |
$40.2K - $50.9K
|
147K
$12.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-987- 3.54% |
$40.6K - $51.5K
|
26.9K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-995- 1.17% |
$41K - $52K
|
84.2K
$7.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-996- 2.46% |
$41K - $52K
|
39.4K
$3.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1K- 4.67% |
$41.2K - $52.2K
|
20.4K
$1.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1K- 4.67% |
$41.2K - $52.2K
|
20.4K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1K- 18.09% |
$41.2K - $52.2K
|
4.53K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.05K- 88.48% |
$43K - $54.6K
|
136
$11.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.06K- 20.16% |
$43.8K - $55.6K
|
4.21K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.07K- 3.86% |
$44.1K - $55.9K
|
26.6K
$2.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.15K- 35.5% |
$47.4K - $60.1K
|
2.09K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.17K- 2.71% |
$48K - $60.8K
|
41.8K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.17K- 3.98% |
$48.1K - $61K
|
28.2K
$2.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.19K- 8.43% |
$49K - $62.1K
|
12.9K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.19K- 55.36% |
$49.1K - $62.3K
|
962
$80.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-1.2K- 0.69% |
$49.4K - $62.7K
|
173K
$14.4M
|