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 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.18K+ 20.42% |
$48.8K - $61.8K
|
6.98K
$542K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.18K+ 20.42% |
$48.8K - $61.8K
|
6.98K
$542K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.17K+ 18.18% |
$48.3K - $61.2K
|
7.62K
$591K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
1.15K+ 13.78% |
$47.5K - $60.3K
|
9.53K
$740K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.06K+ 2.23% |
$43.5K - $55.2K
|
48.4K
$3.76M
|
|
|
Jan 10, 2024
Q4 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.04K+ 1.98% |
$42.7K - $54.2K
|
53.4K
$4.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
978+ 260.11% |
$40.3K - $51.1K
|
1.35K
$105K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
973+ 117.51% |
$40.1K - $50.8K
|
1.8K
$140K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
971+ 10.14% |
$40K - $50.7K
|
10.6K
$819K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
941+ 13.63% |
$38.8K - $49.1K
|
7.85K
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
928+ 4.57% |
$38.2K - $48.5K
|
21.2K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
919+ 1.47% |
$37.8K - $48K
|
63.2K
$4.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
914+ 0.8% |
$37.6K - $47.7K
|
115K
$8.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
892+ 53.73% |
$36.7K - $46.6K
|
2.55K
$198K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
867+ 2.49% |
$35.7K - $45.3K
|
35.7K
$2.77M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
834+ 6.36% |
$34.3K - $43.6K
|
14K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
822+ 6.85% |
$33.8K - $42.9K
|
12.8K
$995K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
800+ 0.0% |
$32.9K - $41.8K
|
74.5M
$5.78B
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
795+ 7.88% |
$32.7K - $41.5K
|
10.9K
$845K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
776+ 0.71% |
$32K - $40.5K
|
110K
$8.57M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
765+ 7.38% |
$31.5K - $39.9K
|
11.1K
$864K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
757+ 7.08% |
$31.2K - $39.5K
|
11.5K
$889K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
756+ 30.01% |
$31.1K - $39.5K
|
3.28K
$254K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
751+ 5.73% |
$30.9K - $39.2K
|
13.9K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
751+ 5.73% |
$30.9K - $39.2K
|
13.9K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
750+ 95.06% |
$30.9K - $39.2K
|
1.54K
$119K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
734+ 2.16% |
$30.2K - $38.3K
|
34.8K
$2.7M
|
|
|
Jul 01, 2024
Q4 2023
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
720New |
$29.6K - $37.6K
|
720
$55.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Stolper CO
|
BUY
|
- |
712+ 0.92% |
$29.3K - $37.2K
|
78K
$6.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
688+ 0.7% |
$28.3K - $35.9K
|
99.5K
$7.72M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
684+ 8.56% |
$28.2K - $35.7K
|
8.68K
$674K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
650+ 6.96% |
$26.8K - $33.9K
|
9.98K
$775K
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
BUY
|
- |
643+ 4.29% |
$26.5K - $33.6K
|
15.6K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
632+ 1.81% |
$26K - $33K
|
35.5K
$2.75M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
615New |
$25.3K - $32.1K
|
615
$47.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
606+ 4.98% |
$25K - $31.6K
|
12.8K
$991K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
600+ 6.87% |
$24.7K - $31.3K
|
9.33K
$724K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
591+ 42.8% |
$24.3K - $30.9K
|
1.97K
$153K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
588+ 4.32% |
$24.2K - $30.7K
|
14.2K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
561New |
$23.1K - $29.3K
|
561
$43.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
544+ 0.76% |
$22.4K - $28.4K
|
71.7K
$5.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
533New |
$21.9K - $27.8K
|
533
$41.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
527+ 159.21% |
$21.7K - $27.5K
|
858
$66.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
521+ 96.13% |
$21.5K - $27.2K
|
1.06K
$82.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
518+ 0.53% |
$21.3K - $27K
|
99.1K
$7.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
516+ 3.9% |
$21.2K - $26.9K
|
13.7K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
512+ 0.74% |
$21.1K - $26.7K
|
69.6K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
500New |
$20.6K - $26.1K
|
500
$38.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
497+ 10.52% |
$20.5K - $26K
|
5.22K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
495+ 4.08% |
$20.4K - $25.8K
|
12.6K
$981K
|