Latest Institutional Purchases of Bank Of New York Mellon Corp (BK)
This list provides information on the latest institutional transactions involving Bank Of New York Mellon Corp (BK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
315+ 0.27% |
$32.9K - $35.5K
|
119K
$13.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
301+ 0.38% |
$31.5K - $33.9K
|
79.6K
$8.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
300+ 1.69% |
$31.4K - $33.8K
|
18K
$1.99M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
265+ 1.11% |
$27.7K - $29.8K
|
24.2K
$2.67M
|
|
|
Jan 12, 2026
Q4 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
260+ 4.38% |
$27.2K - $29.3K
|
6.2K
$685K
|
|
|
Jan 14, 2026
Q4 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
230+ 5.55% |
$24K - $25.9K
|
4.38K
$483K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
223+ 9.25% |
$23.3K - $25.1K
|
2.63K
$291K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
212+ 2.61% |
$22.2K - $23.9K
|
8.35K
$922K
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
208+ 7.36% |
$21.7K - $23.4K
|
3.04K
$335K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
197+ 2.53% |
$20.6K - $22.2K
|
8K
$884K
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
191+ 7.7% |
$20K - $21.5K
|
2.67K
$295K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
180+ 2.21% |
$18.8K - $20.3K
|
8.32K
$919K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
163+ 3.14% |
$17K - $18.4K
|
5.36K
$592K
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
139+ 4.03% |
$14.5K - $15.7K
|
3.58K
$396K
|
|
|
Jan 07, 2026
Q4 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
100+ 1.1% |
$10.5K - $11.3K
|
9.21K
$1.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
98+ 2.9% |
$10.2K - $11K
|
3.48K
$384K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
86+ 0.94% |
$8.99K - $9.69K
|
9.23K
$1.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
85+ 1.27% |
$8.89K - $9.57K
|
6.78K
$749K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
75+ 1.83% |
$7.84K - $8.45K
|
4.18K
$462K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
75+ 2.73% |
$7.84K - $8.45K
|
2.83K
$312K
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
71+ 3.8% |
$7.42K - $8K
|
1.94K
$214K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
70+ 1.46% |
$7.32K - $7.88K
|
4.85K
$536K
|
|
|
Jan 15, 2026
Q4 2025
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
52+ 1.21% |
$5.44K - $5.86K
|
4.33K
$479K
|
|
|
Jan 14, 2026
Q4 2025
|
Woodstock Corp
|
BUY
|
- |
40+ 0.14% |
$4.18K - $4.51K
|
29.1K
$3.21M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
39+ 56.52% |
$4.08K - $4.39K
|
108
$11.9K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
37+ 1.64% |
$3.87K - $4.17K
|
2.3K
$254K
|
|
|
Jan 15, 2026
Q4 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
36+ 0.18% |
$3.76K - $4.06K
|
20.5K
$2.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
33+ 0.47% |
$3.45K - $3.72K
|
7.05K
$779K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
32+ 1.49% |
$3.35K - $3.6K
|
2.18K
$241K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
28+ 8.56% |
$2.93K - $3.15K
|
355
$39.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
25+ 15.15% |
$2.61K - $2.82K
|
190
$21K
|
|
|
Jan 13, 2026
Q4 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
24+ 0.33% |
$2.51K - $2.7K
|
7.31K
$808K
|
|
|
Jan 07, 2026
Q4 2025
|
Permanent Capital Management, LP
Chicago, IL |
BUY
|
- |
13+ 0.06% |
$1.36K - $1.46K
|
20.8K
$2.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4New |
$418 - $451
|
4
$442
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.06% |
$418 - $451
|
7.06K
$780K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4+ 6.78% |
$418 - $451
|
63
$6.96K
|
|
|
Jan 12, 2026
Q4 2025
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
3+ 0.15% |
$314 - $338
|
2K
$221K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.05% |
$314 - $338
|
5.97K
$660K
|
|
|
Jan 14, 2026
Q4 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
2+ 0.09% |
$209 - $225
|
2.13K
$235K
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2+ 0.06% |
$209 - $225
|
3.32K
$367K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1+ 0.16% |
$105 - $113
|
622
$68.7K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 0.14% |
$105 - $113
|
734
$81.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 0.41% |
$105 - $113
|
244
$27K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
6.12M+ 639.49% |
$555M - $672M
|
7.08M
$782M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.09M+ 44.28% |
$189M - $229M
|
6.8M
$751M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.03M+ 17.99% |
$184M - $223M
|
13.3M
$1.47B
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.8M+ 15.67% |
$163M - $198M
|
13.3M
$1.47B
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
906K+ 29.07% |
$82.1M - $99.5M
|
4.02M
$445M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
617K+ 3.83% |
$55.9M - $67.7M
|
16.7M
$1.85B
|
|
|
Nov 10, 2025
Q3 2025
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
PUT |
585K+ 216.83% |
$53M - $64.2M
|
855K
$94.4M
|
|