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 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-43- 25.6% |
$1.83K - $2.23K
|
125
$9.54K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-43- 0.78% |
$1.83K - $2.23K
|
5.49K
$419K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-46- 11.47% |
$1.96K - $2.39K
|
355
$27.1K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-46- 0.84% |
$1.96K - $2.39K
|
5.42K
$414K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-47- 1.26% |
$2K - $2.44K
|
3.69K
$281K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-49- 0.65% |
$2.09K - $2.54K
|
7.55K
$576K
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-50- 0.52% |
$2.13K - $2.6K
|
9.5K
$725K
|
|
|
May 09, 2023
Q1 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-50- 0.69% |
$2.13K - $2.6K
|
7.15K
$546K
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-55- 1.12% |
$2.34K - $2.86K
|
4.84K
$369K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-58- 1.24% |
$2.47K - $3.01K
|
4.61K
$352K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-59- 6.91% |
$2.51K - $3.06K
|
795
$60.7K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-62- 0.07% |
$2.64K - $3.22K
|
85.4K
$6.51M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-64- 21.69% |
$2.73K - $3.32K
|
231
$17.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-66- 0.53% |
$2.81K - $3.43K
|
12.3K
$937K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-68- 2.61% |
$2.9K - $3.53K
|
2.54K
$194K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-70- 0.32% |
$2.98K - $3.63K
|
21.6K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-76- 13.52% |
$3.24K - $3.95K
|
486
$37.1K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-87- 0.7% |
$3.7K - $4.52K
|
12.3K
$941K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-88- 1.81% |
$3.75K - $4.57K
|
4.77K
$364K
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-91- 1.23% |
$3.87K - $4.72K
|
7.29K
$557K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-93- 41.52% |
$3.96K - $4.83K
|
131
$10K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-94- 1.11% |
$4K - $4.88K
|
8.37K
$639K
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-95- 1.2% |
$4.05K - $4.93K
|
7.81K
$596K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-99- 0.44% |
$4.22K - $5.14K
|
22.4K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-100- 2.33% |
$4.26K - $5.19K
|
4.2K
$320K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-101- 0.05% |
$4.3K - $5.24K
|
196K
$14.9M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-105- 1.15% |
$4.47K - $5.45K
|
9.03K
$689K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-105- 9.97% |
$4.47K - $5.45K
|
948
$72.3K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-106- 0.44% |
$4.51K - $5.5K
|
24K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-107- 0.62% |
$4.56K - $5.56K
|
17.1K
$1.3M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-110- 2.4% |
$4.68K - $5.71K
|
4.48K
$341K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-118- 6.01% |
$5.02K - $6.13K
|
1.85K
$141K
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-119- 0.42% |
$5.07K - $6.18K
|
27.9K
$2.13M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-120- 10.29% |
$5.11K - $6.23K
|
1.05K
$79.8K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-124- 1.12% |
$5.28K - $6.44K
|
11K
$836K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-126- 1.87% |
$5.37K - $6.54K
|
6.61K
$504K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-130- 1.94% |
$5.54K - $6.75K
|
6.58K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-135- 0.39% |
$5.75K - $7.01K
|
34.7K
$2.65M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-139- 0.53% |
$5.92K - $7.22K
|
26.3K
$2.01M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-142- 13.63% |
$6.05K - $7.37K
|
900
$68.7K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-142- 13.63% |
$6.05K - $7.37K
|
900
$68.7K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-145- 22.52% |
$6.17K - $7.53K
|
499
$38.1K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-145- 1.7% |
$6.17K - $7.53K
|
8.37K
$639K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-146- 0.02% |
$6.22K - $7.58K
|
588K
$44.9M
|
|
|
May 08, 2023
Q1 2023
|
Trillium Asset Management, LLC
Boston, MA |
SELL
|
- |
-149- 0.09% |
$6.34K - $7.74K
|
165K
$12.6M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-149- 2.98% |
$6.34K - $7.74K
|
4.85K
$370K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-150- 6.12% |
$6.39K - $7.79K
|
2.3K
$176K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-152- 2.33% |
$6.47K - $7.89K
|
6.37K
$486K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-154- 2.36% |
$6.56K - $8K
|
6.37K
$486K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-160- 1.22% |
$6.81K - $8.31K
|
13K
$988K
|