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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
17New |
$898 - $1.02K
|
17
$1.51K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
3New |
$159 - $180
|
3
$267
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
PUT |
37.5KNew |
$1.78M - $2.12M
|
37.5K
$3.34M
|
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
6.87KNew |
$327K - $387K
|
6.87K
$611K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5.92KNew |
$282K - $334K
|
5.92K
$527K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
494+ 17.76% |
$23.5K - $27.9K
|
3.28K
$291K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
139New |
$6.61K - $7.84K
|
139
$12.4K
|
|
| Q2 2021 | |||||||
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
488KNew |
$22.5M - $25.5M
|
488K
$43.4M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
21.6KNew |
$997K - $1.13M
|
21.6K
$1.93M
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
10KNew |
$461K - $523K
|
10K
$890K
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.98KNew |
$368K - $417K
|
7.98K
$710K
|
|
|
Aug 16, 2021
Q2 2021
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
5.9KNew |
$272K - $309K
|
5.9K
$525K
|
|
|
Jul 13, 2021
Q2 2021
|
Salem Capital Management Inc
|
BUY
|
- |
5.7KNew |
$263K - $298K
|
5.7K
$507K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
391+ 12.99% |
$18K - $20.4K
|
3.4K
$302K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$138 - $157
|
3
$267
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Fj Capital Management LLC
Mclean, VA |
BUY
|
CALL |
33.9KNew |
$1.35M - $1.62M
|
33.9K
$3.02M
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
11.7KNew |
$465K - $559K
|
11.7K
$1.04M
|
|
|
May 17, 2021
Q1 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
4.1K+ 68.33% |
$163K - $196K
|
10.1K
$898K
|
|
|
May 17, 2021
Q1 2021
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
1.6KNew |
$63.7K - $76.6K
|
1.6K
$142K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.42KNew |
$56.5K - $67.9K
|
1.42K
$126K
|
|
|
May 17, 2021
Q1 2021
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
400New |
$15.9K - $19.1K
|
400
$35.6K
|
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
175New |
$6.97K - $8.38K
|
175
$15.6K
|
|
| Q4 2020 | |||||||
|
Aug 28, 2024
Q4 2020
|
Farmers National Bank
Danville, KY |
BUY
|
- |
9.24K+ 110.29% |
$315K - $392K
|
17.6K
$1.57M
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.15KNew |
$39.3K - $49K
|
1.15K
$103K
|
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
184New |
$6.27K - $7.81K
|
184
$16.4K
|
|
| Q3 2020 | |||||||
|
Oct 30, 2020
Q3 2020
|
American Assets Investment Management, LLC
|
BUY
|
- |
40K+ 53.33% |
$1.33M - $1.56M
|
115K
$10.2M
|
|
|
Oct 20, 2020
Q3 2020
|
Everence Capital Management Inc
|
BUY
|
PUT |
25.8KNew |
$854K - $1M
|
25.8K
$2.29M
|
|
|
Oct 13, 2020
Q3 2020
|
Centerpoint Advisors, LLC
|
BUY
|
- |
28New |
$928 - $1.09K
|
28
$2.49K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Bleichroeder LP
New York, NY |
BUY
|
- |
1.93K+ 2885.07% |
$62K - $81.8K
|
2K
$178K
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
415New |
$13.3K - $17.6K
|
415
$36.9K
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
61+ 1.04% |
$1.96K - $2.58K
|
5.91K
$526K
|
|
|
Aug 12, 2020
Q2 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
15New |
$481 - $635
|
15
$1.33K
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Firestone Capital Management
|
BUY
|
- |
4.41K+ 441.3% |
$186K - $226K
|
5.41K
$481K
|
|
|
Feb 20, 2020
Q4 2019
|
Archer Investment Corp
|
BUY
|
- |
436New |
$18.4K - $22.3K
|
436
$38.8K
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
430New |
$18.2K - $22K
|
430
$38.2K
|
|
|
Feb 14, 2020
Q4 2019
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
200New |
$8.45K - $10.2K
|
200
$17.8K
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Ack Asset Management LLC
Greenwich, CT |
BUY
|
- |
5.51KNew |
$226K - $262K
|
5.51K
$490K
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2.33KNew |
$95.6K - $111K
|
2.33K
$208K
|
|
|
Nov 04, 2019
Q3 2019
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1KNew |
$41K - $47.6K
|
1K
$89K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
84New |
$3.59K - $4.49K
|
84
$7.47K
|
|
| Q1 2019 | |||||||
|
Jun 17, 2024
Q1 2019
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
10.2KNew |
$473K - $548K
|
10.2K
$903K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
9.44KNew |
$420K - $498K
|
9.44K
$840K
|
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3.99KNew |
$178K - $211K
|
3.99K
$355K
|
|
|
Jan 30, 2019
Q4 2018
|
Financial Advantage, Inc.
|
BUY
|
- |
1.43KNew |
$63.5K - $75.4K
|
1.43K
$127K
|
|
|
Feb 11, 2019
Q4 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.4KNew |
$62.3K - $73.9K
|
1.4K
$125K
|
|
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
106+ 883.33% |
$4.72K - $5.59K
|
118
$10.5K
|
|
|
Feb 06, 2019
Q4 2018
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
84New |
$3.74K - $4.43K
|
84
$7.47K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
PUT |
130+ 65.0% |
$6.52K - $7.23K
|
330
$29.4K
|
|
| Q2 2018 | |||||||
|
Jul 12, 2018
Q2 2018
|
James Hambro & Partners
|
BUY
|
- |
536New |
$26.9K - $30.9K
|
536
$47.7K
|
|
|
Oct 05, 2018
Q2 2018
|
Optimum Investment Advisors
|
BUY
|
CALL |
500New |
$25.1K - $28.9K
|
500
$44.5K
|
|