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 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
167+ 12.14% |
$11.8K - $13.7K
|
1.54K
$130K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
153+ 1.81% |
$10.8K - $12.5K
|
8.59K
$724K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
135+ 20.96% |
$9.56K - $11.1K
|
779
$65.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
135New |
$9.56K - $11.1K
|
135
$11.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
116+ 3.41% |
$8.22K - $9.5K
|
3.52K
$296K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
110+ 110.0% |
$7.79K - $9.01K
|
210
$17.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
87+ 1.02% |
$6.16K - $7.12K
|
8.59K
$724K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
57+ 0.84% |
$4.04K - $4.67K
|
6.88K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
56+ 2.48% |
$3.97K - $4.58K
|
2.32K
$195K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
55+ 0.95% |
$3.9K - $4.5K
|
5.84K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
50+ 1.06% |
$3.54K - $4.09K
|
4.77K
$402K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
41+ 0.6% |
$2.9K - $3.36K
|
6.91K
$583K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
39+ 95.12% |
$2.76K - $3.19K
|
80
$6.75K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
34+ 1.69% |
$2.41K - $2.78K
|
2.04K
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25+ 0.75% |
$1.77K - $2.05K
|
3.36K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
21+ 0.66% |
$1.49K - $1.72K
|
3.19K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19+ 0.71% |
$1.35K - $1.56K
|
2.71K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
19+ 0.52% |
$1.35K - $1.56K
|
3.68K
$310K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
15+ 8.72% |
$1.06K - $1.23K
|
187
$15.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
14New |
$991 - $1.15K
|
14
$1.18K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
13+ 0.35% |
$921 - $1.06K
|
3.71K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
11New |
$779 - $901
|
11
$928
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7+ 0.15% |
$496 - $573
|
4.7K
$396K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
5New |
$354 - $409
|
5
$422
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5+ 12.2% |
$354 - $409
|
46
$3.88K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 3.1% |
$283 - $327
|
133
$11.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
3+ 0.01% |
$212 - $246
|
35.5K
$2.99M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.61% |
$142 - $164
|
331
$27.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2+ 0.03% |
$142 - $164
|
6.64K
$560K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
2+ 0.05% |
$142 - $164
|
4.17K
$351K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
2+ 0.59% |
$142 - $164
|
340
$28.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-3- 0.04% |
$212 - $246
|
7.66K
$646K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3- 0.06% |
$212 - $246
|
4.65K
$392K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-4- 0.29% |
$283 - $327
|
1.39K
$117K
|
|
|
Jan 22, 2025
Q4 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-4- 0.14% |
$283 - $327
|
2.95K
$249K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-5- 3.31% |
$354 - $409
|
146
$12.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-13- 2.09% |
$921 - $1.06K
|
609
$51.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-17- 0.51% |
$1.2K - $1.39K
|
3.3K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-21- 25.61% |
$1.49K - $1.72K
|
61
$5.14K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-22- 0.31% |
$1.56K - $1.8K
|
7.1K
$599K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-23- 0.05% |
$1.63K - $1.88K
|
50.2K
$4.23M
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-30- 0.23% |
$2.12K - $2.46K
|
13.1K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-39- 15.92% |
$2.76K - $3.19K
|
206
$17.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-47- 1.6% |
$3.33K - $3.85K
|
2.89K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-48- 0.88% |
$3.4K - $3.93K
|
5.38K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-53- 0.93% |
$3.75K - $4.34K
|
5.65K
$476K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-54- 1.39% |
$3.82K - $4.42K
|
3.82K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-55- 9.84% |
$3.9K - $4.5K
|
504
$42.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-57- 1.2% |
$4.04K - $4.67K
|
4.68K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-65- 0.4% |
$4.6K - $5.32K
|
16.3K
$1.38M
|