A detailed history of Concurrent Investment Advisors, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 7,210 shares of BK stock, worth $562,740. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,210
Previous 8,165 11.7%
Holding current value
$562,740
Previous $489 Million 5.95%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$59.54 - $72.17 $56,860 - $68,922
-955 Reduced 11.7%
7,210 $518 Million
Q2 2024

Jul 30, 2024

BUY
$54.0 - $60.74 $37,584 - $42,275
696 Added 9.32%
8,165 $489 Million
Q1 2024

May 07, 2024

BUY
$51.8 - $57.62 $28,386 - $31,575
548 Added 7.92%
7,469 $430 Million
Q4 2023

Apr 15, 2024

BUY
$41.18 - $52.22 $285,006 - $361,414
6,921 New
6,921 $360 Million

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 $63.1B
  • 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
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