A detailed history of Org Wealth Partners, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,641 shares of BK stock, worth $181,297. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,641
Previous 1,031 59.17%
Holding current value
$181,297
Previous $93,000 91.4%
% of portfolio
0.07%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

BUY
$90.65 - $109.75 $55,296 - $66,947
610 Added 59.17%
1,641 $178,000
Q2 2025

Jul 16, 2025

SELL
$73.31 - $91.62 $6,304 - $7,879
-86 Reduced 7.7%
1,031 $93,000
Q1 2025

Apr 21, 2025

BUY
$75.42 - $88.95 $84,244 - $99,357
1,117 New
1,117 $93,000

Others Institutions Holding BK

About Bank of New York Mellon Corp


  • Ticker BK
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 808,280,000
  • Market Cap $89.3B
  • Description
  • The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally. The company operates through Securities Services, Market and Wealth Services, Investment and Wealth Management, and Other segments. The Securities Services segment offers custody, trust and depositary, accounting,...
More about BK
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.