Purchases and Sales Made in Q1 2023 in Bank Of New York Mellon Corp (BK)
This table provides information about the institutional ownership of Bank Of New York Mellon Corp (BK) during Q1 2023. The information is specifically focused on institutions that hold shares of Bank of New York Mellon Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
479+ 4.82% |
$20.4K - $24.9K
|
10.4K
$879K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
450New |
$19.2K - $23.4K
|
450
$37.9K
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
446+ 5.23% |
$19K - $23.2K
|
8.98K
$757K
|
|
May 12, 2023
Q1 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
444New |
$18.9K - $23.1K
|
444
$37.4K
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
410+ 4.04% |
$17.5K - $21.3K
|
10.6K
$890K
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
401+ 4.11% |
$17.1K - $20.8K
|
10.2K
$857K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
400+ 2.85% |
$17K - $20.8K
|
14.4K
$1.22M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
399+ 1.59% |
$17K - $20.7K
|
25.5K
$2.15M
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
395+ 0.65% |
$16.8K - $20.5K
|
60.8K
$5.13M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
394+ 2.02% |
$16.8K - $20.5K
|
19.9K
$1.68M
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
390New |
$16.6K - $20.2K
|
390
$32.9K
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
390+ 0.71% |
$16.6K - $20.2K
|
55.2K
$4.66M
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
388+ 2.23% |
$16.5K - $20.1K
|
17.8K
$1.5M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
384+ 9.39% |
$16.4K - $19.9K
|
4.47K
$377K
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
364+ 0.54% |
$15.5K - $18.9K
|
68.4K
$5.77M
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
361+ 0.29% |
$15.4K - $18.7K
|
125K
$10.5M
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
357+ 2.31% |
$15.2K - $18.5K
|
15.8K
$1.33M
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
352+ 23.7% |
$15K - $18.3K
|
1.84K
$155K
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
341+ 0.59% |
$14.5K - $17.7K
|
58.2K
$4.9M
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
337New |
$14.3K - $17.5K
|
337
$28.4K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
326+ 5.3% |
$13.9K - $16.9K
|
6.48K
$547K
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
308+ 4.85% |
$13.1K - $16K
|
6.66K
$562K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
304New |
$12.9K - $15.8K
|
304
$25.6K
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.63% |
$12.8K - $15.6K
|
47.8K
$4.03M
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
298+ 9.75% |
$12.7K - $15.5K
|
3.36K
$283K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
295+ 4.06% |
$12.6K - $15.3K
|
7.57K
$638K
|
|
Apr 11, 2023
Q1 2023
|
Stolper CO
|
BUY
|
- |
286+ 0.37% |
$12.2K - $14.8K
|
76.9K
$6.48M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
267+ 3.11% |
$11.4K - $13.9K
|
8.84K
$746K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
260+ 5.56% |
$11.1K - $13.5K
|
4.94K
$416K
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
259+ 2.85% |
$11K - $13.4K
|
9.34K
$787K
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
258+ 27.02% |
$11K - $13.4K
|
1.21K
$102K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
242+ 2.19% |
$10.3K - $12.6K
|
11.3K
$953K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
241+ 2.0% |
$10.3K - $12.5K
|
12.3K
$1.04M
|
|
Apr 13, 2023
Q1 2023
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
227+ 0.08% |
$9.67K - $11.8K
|
277K
$23.3M
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
224+ 1.64% |
$9.54K - $11.6K
|
13.9K
$1.17M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
219+ 38.56% |
$9.33K - $11.4K
|
787
$66.4K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
217+ 3.21% |
$9.24K - $11.3K
|
6.97K
$588K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
204+ 0.23% |
$8.69K - $10.6K
|
89.5K
$7.55M
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
200+ 2.39% |
$8.52K - $10.4K
|
8.58K
$724K
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
197+ 0.15% |
$8.39K - $10.2K
|
132K
$11.2M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
188+ 2.57% |
$8.01K - $9.76K
|
7.5K
$632K
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
184+ 471.79% |
$7.83K - $9.55K
|
223
$18.8K
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
175+ 0.17% |
$7.45K - $9.09K
|
105K
$8.88M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
175+ 78.83% |
$7.45K - $9.09K
|
397
$33.5K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
172+ 3.54% |
$7.32K - $8.93K
|
5.04K
$425K
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
161+ 3.05% |
$6.86K - $8.36K
|
5.44K
$459K
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
161New |
$6.86K - $8.36K
|
161
$13.6K
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
160+ 0.71% |
$6.81K - $8.31K
|
22.6K
$1.9M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
145+ 4.66% |
$6.17K - $7.53K
|
3.26K
$275K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
143+ 2.54% |
$6.09K - $7.42K
|
5.76K
$486K
|