Latest Institutional Transactions on Bank Of New York Mellon Corp (BK)
This table provides information on the latest institutional transactions involving Bank Of New York Mellon Corp (BK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2.36KNew |
$93.4K - $109K
|
2.36K
$208K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
23.1KNew |
$915K - $1.07M
|
23.1K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.08% |
$159 - $185
|
4.89K
$432K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 44.44% |
$79.3K - $92.7K
|
2.5K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
SELL
|
- |
-4K- 44.69% |
$159K - $185K
|
4.95K
$437K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-500- 7.11% |
$19.8K - $23.2K
|
6.53K
$577K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
11.5K+ 10.12% |
$455K - $532K
|
125K
$11M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
28.2K+ 7.0% |
$1.12M - $1.31M
|
431K
$38.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
10.8KNew |
$429K - $502K
|
10.8K
$956K
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
SELL
|
- |
-8.73K- 33.07% |
$346K - $405K
|
17.7K
$1.56M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.72K- 15.07% |
$108K - $126K
|
15.3K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.2K- 18.78% |
$47.6K - $55.6K
|
5.19K
$459K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.58KNew |
$182K - $212K
|
4.58K
$405K
|
|
|
Aug 08, 2023
Q2 2023
|
Pettee Investors, Inc.
|
BUY
|
- |
730+ 5.94% |
$29K - $33.8K
|
13K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
883New |
$35K - $40.9K
|
883
$78K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
729+ 3.55% |
$28.9K - $33.8K
|
21.3K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
1.42K+ 0.81% |
$56.5K - $66K
|
177K
$15.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 8.33% |
$39.7 - $46.4
|
13
$1.15K
|
|
|
Aug 01, 2023
Q2 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
SELL
|
- |
-12.3K- 10.68% |
$487K - $569K
|
103K
$9.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-20- 0.41% |
$793 - $927
|
4.92K
$434K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
65+ 12.2% |
$2.58K - $3.01K
|
598
$52.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
224+ 4.93% |
$8.89K - $10.4K
|
4.76K
$421K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.28K- 4.17% |
$50.7K - $59.2K
|
29.4K
$2.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-147- 47.27% |
$5.83K - $6.81K
|
164
$14.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-76- 6.24% |
$3.01K - $3.52K
|
1.14K
$101K
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
SELL
|
- |
-2.67K- 7.94% |
$106K - $124K
|
30.9K
$2.73M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-3.49K- 94.58% |
$138K - $162K
|
200
$17.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.64% |
$39.7 - $46.4
|
62
$5.48K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
5.57KNew |
$221K - $258K
|
5.57K
$492K
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
4K+ 53.33% |
$159K - $185K
|
11.5K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-24.1K- 78.95% |
$957K - $1.12M
|
6.43K
$568K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-201- 90.13% |
$7.97K - $9.32K
|
22
$1.94K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
4.98K+ 18.86% |
$198K - $231K
|
31.4K
$2.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
750New |
$29.8K - $34.8K
|
750
$66.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
7.94KNew |
$315K - $368K
|
7.94K
$702K
|
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
120+ 2.32% |
$4.76K - $5.56K
|
5.3K
$468K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
2.14KNew |
$84.9K - $99.2K
|
2.14K
$189K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-3.1K- 39.72% |
$123K - $144K
|
4.71K
$416K
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
2.84KNew |
$112K - $131K
|
2.84K
$250K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-12- 18.18% |
$476 - $556
|
54
$4.77K
|
|
| Q1 2023 | |||||||
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-6.1KClosed |
$260K - $317K
|
0
$0
|
|
|
Feb 05, 2025
Q1 2023
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
2KNew |
$85.2K - $104K
|
2K
$177K
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
5.26KNew |
$224K - $273K
|
5.26K
$465K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
98.5KNew |
$4.19M - $5.11M
|
98.5K
$8.7M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-149- 2.98% |
$6.34K - $7.74K
|
4.85K
$429K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
450New |
$19.2K - $23.4K
|
450
$39.8K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-118- 6.01% |
$5.02K - $6.13K
|
1.85K
$163K
|
|
|
May 15, 2023
Q1 2023
|
Nekton Capital Ltd.
London, X0 |
BUY
|
- |
577KNew |
$24.6M - $30M
|
577K
$51M
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
7.2KNew |
$307K - $374K
|
7.2K
$636K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-679- 3.49% |
$28.9K - $35.3K
|
18.8K
$1.66M
|
|