Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
34.8K+ 17.62% |
$3.75M - $4.05M
|
232K
$26.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
30.9KNew |
$3.34M - $3.6M
|
30.9K
$3.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
30.4KNew |
$3.28M - $3.54M
|
30.4K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.2KNew |
$2.73M - $2.94M
|
25.2K
$2.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
24.1KNew |
$2.61M - $2.81M
|
24.1K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
23.9K+ 366.56% |
$2.58M - $2.78M
|
30.4K
$3.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
21.3K+ 2.67% |
$2.3M - $2.48M
|
818K
$94.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
16KNew |
$1.73M - $1.86M
|
16K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
15.2KNew |
$1.64M - $1.77M
|
15.2K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12.9K+ 10.96% |
$1.39M - $1.5M
|
131K
$15M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11.5K+ 197.74% |
$1.24M - $1.34M
|
17.3K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.26KNew |
$460K - $496K
|
4.26K
$491K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.64K+ 6.26% |
$393K - $424K
|
61.7K
$7.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
3.47K+ 20.86% |
$375K - $405K
|
20.1K
$2.32M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
2.91KNew |
$314K - $339K
|
2.91K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.5K+ 23.61% |
$270K - $291K
|
13.1K
$1.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.53K+ 3.23% |
$165K - $178K
|
48.9K
$5.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
307+ 14.45% |
$33.2K - $35.8K
|
2.43K
$280K
|
|
|
Jan 22, 2025
Q4 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
304+ 1.77% |
$32.8K - $35.4K
|
17.5K
$2.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
231+ 89.88% |
$24.9K - $26.9K
|
488
$56.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
156+ 3.49% |
$16.8K - $18.2K
|
4.62K
$533K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27+ 0.02% |
$2.92K - $3.15K
|
151K
$17.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
9+ 0.32% |
$972 - $1.05K
|
2.84K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.24% |
$108 - $117
|
411
$47.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-62- 2.11% |
$6.7K - $7.22K
|
2.87K
$331K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-100- 7.43% |
$10.8K - $11.7K
|
1.25K
$144K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-137- 1.76% |
$14.8K - $16K
|
7.66K
$883K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-154- 3.48% |
$16.6K - $17.9K
|
4.27K
$492K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-191- 13.35% |
$20.6K - $22.3K
|
1.24K
$143K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.09K- 7.94% |
$117K - $127K
|
12.6K
$1.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Rpoa Advisors, Inc.
Plano, TX |
SELL
|
- |
-162K- 1.23% |
$17.5M - $18.8M
|
13M
$1.49B
|