Purchases and Sales Made in Q4 2023 in Bny Mellon ETF Tr Us Large Cap (BKLC)
This table provides information about the institutional ownership of Bny Mellon ETF Tr Us Large Cap (BKLC) during Q4 2023. The information is specifically focused on institutions that hold shares of BNY MELLON ETF TR US LARGE CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q4 2023
|
Rpoa Advisors, Inc.
Plano, TX |
BUY
|
- |
13.9MNew |
$1.08B - $1.26B
|
13.9M
$1.57B
|
|
|
Feb 14, 2024
Q4 2023
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
853KNew |
$66.3M - $77.5M
|
853K
$96.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
258K+ 28.13% |
$20.1M - $23.5M
|
1.18M
$133M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
192K+ 481.74% |
$15M - $17.5M
|
232K
$26.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90.8K+ 231.75% |
$7.06M - $8.25M
|
130K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64.3KNew |
$5M - $5.84M
|
64.3K
$7.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
43.1K+ 523.4% |
$3.35M - $3.92M
|
51.4K
$5.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
42K+ 5.9% |
$3.27M - $3.81M
|
754K
$85.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
37.8KNew |
$2.94M - $3.43M
|
37.8K
$4.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37.4K+ 164.59% |
$2.9M - $3.39M
|
60K
$6.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.2K+ 78.22% |
$1.26M - $1.47M
|
36.8K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
15.4K+ 25.14% |
$1.19M - $1.4M
|
76.5K
$8.66M
|
|
|
Feb 21, 2024
Q4 2023
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
11.8KNew |
$914K - $1.07M
|
11.8K
$1.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.14KNew |
$555K - $648K
|
7.14K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
5.97KNew |
$464K - $542K
|
5.97K
$675K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
5.41K+ 2.78% |
$420K - $491K
|
200K
$22.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.27KNew |
$410K - $479K
|
5.27K
$597K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.42KNew |
$344K - $402K
|
4.42K
$501K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.19KNew |
$248K - $289K
|
3.19K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.14KNew |
$244K - $285K
|
3.14K
$356K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3KNew |
$233K - $272K
|
3K
$339K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
2.9KNew |
$225K - $263K
|
2.9K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.6KNew |
$202K - $236K
|
2.6K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.6KNew |
$202K - $236K
|
2.6K
$294K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
2.28KNew |
$177K - $207K
|
2.28K
$258K
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.92KNew |
$149K - $174K
|
1.92K
$217K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.28K+ 17.5% |
$99.1K - $116K
|
8.56K
$969K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.2KNew |
$93.3K - $109K
|
1.2K
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
779+ 10.34% |
$60.5K - $70.7K
|
8.31K
$941K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
189+ 10.2% |
$14.7K - $17.2K
|
2.04K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
144New |
$11.2K - $13.1K
|
144
$16.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
140+ 1.11% |
$10.9K - $12.7K
|
12.8K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
139+ 4.72% |
$10.8K - $12.6K
|
3.08K
$349K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
70New |
$5.44K - $6.36K
|
70
$7.92K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
51+ 3.03% |
$3.96K - $4.63K
|
1.73K
$196K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
48New |
$3.73K - $4.36K
|
48
$5.43K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-56- 0.16% |
$4.35K - $5.08K
|
34.8K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-149- 2.7% |
$11.6K - $13.5K
|
5.37K
$608K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-167- 11.84% |
$13K - $15.2K
|
1.24K
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-558- 3.2% |
$43.4K - $50.7K
|
16.9K
$1.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-819- 26.69% |
$63.7K - $74.4K
|
2.25K
$255K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.45K- 6.24% |
$190K - $223K
|
36.8K
$4.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.2K- 62.92% |
$482K - $563K
|
3.66K
$414K
|
|
|
Jan 23, 2024
Q4 2023
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-6.45K- 53.5% |
$501K - $585K
|
5.6K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.17K- 70.56% |
$557K - $651K
|
2.99K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.01K- 24.33% |
$700K - $818K
|
28K
$3.17M
|