Purchases and Sales Made in Q4 2024 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 2024. 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 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.66KNew |
$188K - $218K
|
2.66K
$224K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.66KNew |
$188K - $218K
|
2.66K
$224K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.65KNew |
$188K - $217K
|
2.65K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.64KNew |
$187K - $216K
|
2.64K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.63KNew |
$186K - $215K
|
2.63K
$222K
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.54K+ 75.37% |
$180K - $208K
|
5.92K
$499K
|
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
2.4K+ 1.78% |
$170K - $197K
|
137K
$11.6M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.81K+ 14.21% |
$128K - $148K
|
14.5K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.49K+ 33.42% |
$105K - $122K
|
5.94K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.29K+ 4.67% |
$91.4K - $106K
|
28.9K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.26K+ 26.26% |
$88.9K - $103K
|
6.04K
$509K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.05KNew |
$74.1K - $85.7K
|
1.05K
$88.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
966+ 34.04% |
$68.4K - $79.1K
|
3.8K
$321K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
964+ 57.62% |
$68.3K - $78.9K
|
2.64K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
949+ 11.29% |
$67.2K - $77.7K
|
9.36K
$789K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
895+ 4.62% |
$63.4K - $73.3K
|
20.3K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
873+ 10.28% |
$61.8K - $71.5K
|
9.36K
$789K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
857+ 5.14% |
$60.7K - $70.2K
|
17.5K
$1.48M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
837+ 0.94% |
$59.3K - $68.5K
|
90.3K
$7.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
815+ 10.34% |
$57.7K - $66.7K
|
8.69K
$733K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
786+ 34.81% |
$55.7K - $64.3K
|
3.04K
$257K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
782+ 84.45% |
$55.4K - $64K
|
1.71K
$144K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
735New |
$52.1K - $60.2K
|
735
$62K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
634New |
$44.9K - $51.9K
|
634
$53.5K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
624+ 27.1% |
$44.2K - $51.1K
|
2.93K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
585+ 342.11% |
$41.4K - $47.9K
|
756
$63.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
568+ 9.92% |
$40.2K - $46.5K
|
6.29K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
549+ 1.33% |
$38.9K - $44.9K
|
41.8K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
513+ 14.07% |
$36.3K - $42K
|
4.16K
$351K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
494+ 3.19% |
$35K - $40.4K
|
16K
$1.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
468+ 9.51% |
$33.1K - $38.3K
|
5.39K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
439+ 5.48% |
$31.1K - $35.9K
|
8.45K
$712K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
431+ 7.26% |
$30.5K - $35.3K
|
6.37K
$537K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
430+ 0.53% |
$30.5K - $35.2K
|
81.5K
$6.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
414+ 6.21% |
$29.3K - $33.9K
|
7.08K
$597K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 4.35% |
$28.3K - $32.7K
|
9.59K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
393+ 7.71% |
$27.8K - $32.2K
|
5.49K
$463K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
352+ 1.16% |
$24.9K - $28.8K
|
30.8K
$2.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
319+ 1.4% |
$22.6K - $26.1K
|
23K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
298+ 7.87% |
$21.1K - $24.4K
|
4.08K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
297+ 3.67% |
$21K - $24.3K
|
8.4K
$708K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
295+ 4.32% |
$20.9K - $24.2K
|
7.13K
$601K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
280+ 45.83% |
$19.8K - $22.9K
|
891
$75.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
256+ 6.36% |
$18.1K - $21K
|
4.28K
$361K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
245New |
$17.4K - $20.1K
|
245
$20.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
243New |
$17.2K - $19.9K
|
243
$20.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
239+ 6.99% |
$16.9K - $19.6K
|
3.66K
$308K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
237+ 4.37% |
$16.8K - $19.4K
|
5.66K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
205+ 213.54% |
$14.5K - $16.8K
|
301
$25.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
167+ 2.29% |
$11.8K - $13.7K
|
7.48K
$630K
|