A detailed history of Wescott Financial Advisory Group, LLC transactions in Bank Of New York Mellon Corp stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 2,722 shares of BK stock, worth $300,726. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,722
Previous 2,709 0.48%
Holding current value
$300,726
Previous $246,000 20.33%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 05, 2025

BUY
$90.65 - $109.75 $1,178 - $1,426
13 Added 0.48%
2,722 $296,000
Q2 2025

Aug 11, 2025

BUY
$73.31 - $91.62 $1,026 - $1,282
14 Added 0.52%
2,709 $246,000
Q1 2025

May 14, 2025

BUY
$75.42 - $88.95 $226 - $266
3 Added 0.11%
2,695 $226,000
Q4 2024

Feb 12, 2025

BUY
$70.82 - $81.87 $190,647 - $220,394
2,692 New
2,692 $206,000
Q1 2022

May 16, 2022

SELL
$49.63 - $63.66 $172,811 - $221,664
-3,482 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$52.85 - $60.09 $184,023 - $209,233
3,482 New
3,482 $202,000

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
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