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 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
165+ 5.43% |
$11.7K - $13.5K
|
3.2K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
162+ 3.61% |
$11.5K - $13.3K
|
4.65K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
160+ 1.38% |
$11.3K - $13.1K
|
11.8K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
155+ 1.5% |
$11K - $12.7K
|
10.5K
$906K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
153+ 1.81% |
$10.8K - $12.5K
|
8.59K
$740K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
145New |
$10.3K - $11.9K
|
145
$12.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
144+ 0.99% |
$10.2K - $11.8K
|
14.7K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
142+ 2.86% |
$10.1K - $11.6K
|
5.11K
$440K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
139+ 1.56% |
$9.84K - $11.4K
|
9.04K
$779K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
135+ 20.96% |
$9.56K - $11.1K
|
779
$67.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
135New |
$9.56K - $11.1K
|
135
$11.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
133+ 0.39% |
$9.42K - $10.9K
|
34.5K
$2.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
131+ 12.58% |
$9.28K - $10.7K
|
1.17K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
125New |
$8.85K - $10.2K
|
125
$10.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
116+ 3.41% |
$8.22K - $9.5K
|
3.52K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
113+ 2.18% |
$8K - $9.25K
|
5.29K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
110+ 110.0% |
$7.79K - $9.01K
|
210
$18.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
108New |
$7.65K - $8.84K
|
108
$9.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
99+ 1.99% |
$7.01K - $8.11K
|
5.07K
$437K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
98+ 6.96% |
$6.94K - $8.02K
|
1.51K
$130K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
97+ 0.05% |
$6.87K - $7.94K
|
212K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
91+ 0.38% |
$6.44K - $7.45K
|
24.1K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
87+ 1.02% |
$6.16K - $7.12K
|
8.59K
$740K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
87+ 1.97% |
$6.16K - $7.12K
|
4.5K
$388K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
72+ 0.61% |
$5.1K - $5.89K
|
11.8K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
71+ 1.84% |
$5.03K - $5.81K
|
3.93K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
70New |
$4.96K - $5.73K
|
70
$6.03K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
57+ 0.84% |
$4.04K - $4.67K
|
6.88K
$592K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
56+ 2.48% |
$3.97K - $4.58K
|
2.32K
$200K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
55+ 0.12% |
$3.9K - $4.5K
|
47.7K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
55+ 0.95% |
$3.9K - $4.5K
|
5.84K
$503K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
54+ 15.43% |
$3.82K - $4.42K
|
404
$34.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
52+ 1.24% |
$3.68K - $4.26K
|
4.24K
$365K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
50+ 1.06% |
$3.54K - $4.09K
|
4.77K
$411K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
49New |
$3.47K - $4.01K
|
49
$4.22K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
47+ 0.91% |
$3.33K - $3.85K
|
5.22K
$450K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
44+ 2.88% |
$3.12K - $3.6K
|
1.57K
$136K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
42+ 2.01% |
$2.97K - $3.44K
|
2.13K
$183K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
42+ 0.33% |
$2.97K - $3.44K
|
12.7K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
41+ 17.67% |
$2.9K - $3.36K
|
273
$23.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
41+ 0.6% |
$2.9K - $3.36K
|
6.91K
$595K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
39+ 95.12% |
$2.76K - $3.19K
|
80
$6.89K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
37New |
$2.62K - $3.03K
|
37
$3.19K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
34+ 1.69% |
$2.41K - $2.78K
|
2.04K
$176K
|
|
|
Feb 04, 2025
Q4 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
27+ 0.1% |
$1.91K - $2.21K
|
26.4K
$2.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
26+ 3.88% |
$1.84K - $2.13K
|
696
$60K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
25+ 0.75% |
$1.77K - $2.05K
|
3.36K
$289K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
23+ 0.46% |
$1.63K - $1.88K
|
5.02K
$433K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23+ 0.07% |
$1.63K - $1.88K
|
33.6K
$2.89M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22+ 0.3% |
$1.56K - $1.8K
|
7.32K
$631K
|