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 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.99K+ 18.41% |
$81.9K - $104K
|
12.8K
$993K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.98K+ 16.2% |
$81.5K - $103K
|
14.2K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.96K+ 17.04% |
$80.6K - $102K
|
13.4K
$1.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.94KNew |
$79.7K - $101K
|
1.94K
$150K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.93KNew |
$79.5K - $101K
|
1.93K
$150K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 118.35% |
$79.4K - $101K
|
3.56K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.93K+ 0.43% |
$79.4K - $101K
|
452K
$35.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
1.92KNew |
$79K - $100K
|
1.92K
$149K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.9KNew |
$78.4K - $99.4K
|
1.9K
$148K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.89KNew |
$77.7K - $98.6K
|
1.89K
$147K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.88K+ 0.97% |
$77.3K - $98.1K
|
196K
$15.2M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.86KNew |
$76.6K - $97.1K
|
1.86K
$144K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
BUY
|
- |
1.84KNew |
$75.8K - $96.1K
|
1.84K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.82K+ 16.3% |
$74.8K - $94.9K
|
13K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.82KNew |
$74.7K - $94.8K
|
1.82K
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.75K+ 1.02% |
$71.9K - $91.1K
|
174K
$13.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1.74K+ 44.1% |
$71.8K - $91K
|
5.7K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.71K+ 16.07% |
$70.4K - $89.3K
|
12.4K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.69K+ 21.56% |
$69.6K - $88.2K
|
9.52K
$739K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.69K+ 3.51% |
$69.4K - $88K
|
49.7K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.68K+ 593.29% |
$69.1K - $87.7K
|
1.96K
$152K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.67K+ 65.21% |
$68.6K - $87K
|
4.22K
$328K
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.66K+ 33.05% |
$68.2K - $86.4K
|
6.66K
$517K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.65K+ 6.2% |
$67.7K - $85.9K
|
28.2K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.64K+ 6.89% |
$67.5K - $85.6K
|
25.4K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.6KNew |
$65.9K - $83.6K
|
1.6K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
1.59K+ 1.8% |
$65.5K - $83K
|
89.9K
$6.98M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.58K+ 2.1% |
$65.1K - $82.5K
|
76.7K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.55K+ 8.2% |
$63.8K - $80.9K
|
20.5K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.48K+ 0.78% |
$60.9K - $77.2K
|
192K
$14.9M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.46K+ 3.52% |
$60.1K - $76.2K
|
43K
$3.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
1.44K+ 13.28% |
$59.3K - $75.2K
|
12.3K
$954K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
1.44K+ 36.88% |
$59.3K - $75.2K
|
5.35K
$415K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.41K+ 12.89% |
$58.2K - $73.8K
|
12.4K
$960K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.41K+ 8.85% |
$58.1K - $73.7K
|
17.4K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.39K+ 3.63% |
$57K - $72.3K
|
39.5K
$3.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.38KNew |
$56.8K - $72K
|
1.38K
$107K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.38K+ 6.21% |
$56.6K - $71.8K
|
23.5K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.37K+ 51.51% |
$56.3K - $71.4K
|
4.02K
$312K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
1.36K+ 8.45% |
$56.2K - $71.2K
|
17.5K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.36K+ 3.24% |
$56K - $71.1K
|
43.4K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.35K+ 6.68% |
$55.8K - $70.7K
|
21.6K
$1.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.35K+ 23.34% |
$55.8K - $70.7K
|
7.15K
$555K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1.34KNew |
$55.1K - $69.9K
|
1.34K
$104K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
1.33K+ 27.17% |
$54.9K - $69.6K
|
6.24K
$484K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.27KNew |
$52.3K - $66.3K
|
1.27K
$98.5K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.26K+ 177.79% |
$51.8K - $65.6K
|
1.96K
$152K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
1.24K+ 992.0% |
$51.1K - $64.8K
|
1.37K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.22K+ 0.89% |
$50.1K - $63.6K
|
139K
$10.8M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.19K+ 22.76% |
$49.2K - $62.4K
|
6.44K
$500K
|