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 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
489+ 4.18% |
$20.1K - $25.5K
|
12.2K
$946K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
489+ 38.44% |
$20.1K - $25.5K
|
1.76K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
472+ 3.29% |
$19.4K - $24.6K
|
14.8K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
455+ 0.43% |
$18.7K - $23.8K
|
107K
$8.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
448+ 2.96% |
$18.4K - $23.4K
|
15.6K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
429+ 3.67% |
$17.7K - $22.4K
|
12.1K
$940K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
419+ 4.69% |
$17.3K - $21.9K
|
9.36K
$727K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
400+ 3.52% |
$16.5K - $20.9K
|
11.8K
$913K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
393+ 29.66% |
$16.2K - $20.5K
|
1.72K
$133K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
387+ 38.74% |
$15.9K - $20.2K
|
1.39K
$108K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
385+ 7.7% |
$15.9K - $20.1K
|
5.38K
$418K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
379+ 3.2% |
$15.6K - $19.8K
|
12.2K
$949K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
377New |
$15.5K - $19.7K
|
377
$29.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
377+ 7.54% |
$15.5K - $19.7K
|
5.38K
$417K
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
363+ 229.75% |
$14.9K - $19K
|
521
$40.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
350+ 1.38% |
$14.4K - $18.3K
|
25.6K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
329+ 2.41% |
$13.5K - $17.2K
|
14K
$1.09M
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
322+ 1.84% |
$13.3K - $16.8K
|
17.9K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
309+ 4.31% |
$12.7K - $16.1K
|
7.49K
$581K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
305+ 1.08% |
$12.6K - $15.9K
|
28.5K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
303+ 2.4% |
$12.5K - $15.8K
|
12.9K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
299+ 0.51% |
$12.3K - $15.6K
|
59.2K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
295+ 0.58% |
$12.1K - $15.4K
|
51.5K
$4M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
293+ 3.0% |
$12.1K - $15.3K
|
10.1K
$782K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
281+ 1.17% |
$11.6K - $14.7K
|
24.2K
$1.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
280New |
$11.5K - $14.6K
|
280
$21.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
279+ 17.69% |
$11.5K - $14.6K
|
1.86K
$144K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
276+ 1.88% |
$11.4K - $14.4K
|
15K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
273New |
$11.2K - $14.3K
|
273
$21.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
BUY
|
- |
259+ 2.68% |
$10.7K - $13.5K
|
9.94K
$771K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
250New |
$10.3K - $13.1K
|
250
$19.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
241+ 3.08% |
$9.92K - $12.6K
|
8.06K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
226+ 0.37% |
$9.31K - $11.8K
|
60.7K
$4.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
221+ 0.8% |
$9.1K - $11.5K
|
27.8K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
217New |
$8.94K - $11.3K
|
217
$16.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
216+ 2.96% |
$8.89K - $11.3K
|
7.52K
$584K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
216New |
$8.89K - $11.3K
|
216
$16.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
211+ 2.92% |
$8.69K - $11K
|
7.45K
$578K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
208+ 1.78% |
$8.57K - $10.9K
|
11.9K
$924K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
205+ 2.34% |
$8.44K - $10.7K
|
8.97K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
192+ 3.3% |
$7.91K - $10K
|
6.02K
$467K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
185+ 0.87% |
$7.62K - $9.66K
|
21.4K
$1.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
183+ 41.4% |
$7.54K - $9.56K
|
625
$48.5K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
182+ 3.75% |
$7.49K - $9.5K
|
5.03K
$391K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
182+ 3.75% |
$7.49K - $9.5K
|
5.03K
$391K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
181+ 1.0% |
$7.45K - $9.45K
|
18.3K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
173+ 3.59% |
$7.12K - $9.03K
|
4.99K
$387K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
169+ 77.17% |
$6.96K - $8.83K
|
388
$30.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
161+ 2.17% |
$6.63K - $8.41K
|
7.57K
$587K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
160+ 2.67% |
$6.59K - $8.36K
|
6.16K
$478K
|