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
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-462- 0.43% |
$19.7K - $24K
|
106K
$9.11M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-463- 30.24% |
$19.7K - $24K
|
1.07K
$91.8K
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-488- 0.98% |
$20.8K - $25.3K
|
49.5K
$4.25M
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-499- 9.12% |
$21.2K - $25.9K
|
4.97K
$427K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-500- 19.96% |
$21.3K - $26K
|
2.01K
$172K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-500- 29.02% |
$21.3K - $26K
|
1.22K
$105K
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-518- 0.71% |
$22.1K - $26.9K
|
71.9K
$6.18M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-528- 17.22% |
$22.5K - $27.4K
|
2.54K
$218K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-546- 99.82% |
$23.2K - $28.3K
|
1
$85.9
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-549- 2.91% |
$23.4K - $28.5K
|
18.3K
$1.57M
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-551- 98.57% |
$23.5K - $28.6K
|
8
$687
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-571- 7.06% |
$24.3K - $29.6K
|
7.52K
$646K
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-587- 7.52% |
$25K - $30.5K
|
7.22K
$621K
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-600- 27.25% |
$25.5K - $31.2K
|
1.6K
$138K
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-650- 5.38% |
$27.7K - $33.7K
|
11.4K
$983K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-651- 4.23% |
$27.7K - $33.8K
|
14.7K
$1.27M
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-661- 0.59% |
$28.1K - $34.3K
|
111K
$9.57M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-679- 3.49% |
$28.9K - $35.3K
|
18.8K
$1.61M
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-739- 2.9% |
$31.5K - $38.4K
|
24.7K
$2.13M
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-751- 14.91% |
$32K - $39K
|
4.29K
$368K
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-757- 2.21% |
$32.2K - $39.3K
|
33.5K
$2.88M
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-777- 1.59% |
$33.1K - $40.3K
|
48K
$4.12M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-800- 4.06% |
$34.1K - $41.5K
|
18.9K
$1.63M
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-805- 3.81% |
$34.3K - $41.8K
|
20.3K
$1.74M
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-805- 2.19% |
$34.3K - $41.8K
|
35.9K
$3.09M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-809- 4.62% |
$34.4K - $42K
|
16.7K
$1.44M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-833- 0.76% |
$35.5K - $43.2K
|
108K
$9.31M
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-857- 70.48% |
$36.5K - $44.5K
|
359
$30.8K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-894- 2.5% |
$38.1K - $46.4K
|
34.8K
$2.99M
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-904- 3.46% |
$38.5K - $46.9K
|
25.2K
$2.16M
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-944- 0.47% |
$40.2K - $49K
|
198K
$17M
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-996- 18.21% |
$42.4K - $51.7K
|
4.48K
$385K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-999Closed |
$42.5K - $51.9K
|
0
$0
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.04K- 6.96% |
$44.1K - $53.8K
|
13.9K
$1.19M
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.04K- 1.47% |
$44.1K - $53.8K
|
69.3K
$5.95M
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.06K- 0.83% |
$45.1K - $55K
|
127K
$10.9M
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.08K- 6.41% |
$45.8K - $55.8K
|
15.7K
$1.35M
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.08K- 4.33% |
$45.9K - $56K
|
23.8K
$2.04M
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.08K- 6.06% |
$45.9K - $56K
|
16.7K
$1.44M
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.1K- 3.13% |
$46.8K - $57.1K
|
34.1K
$2.93M
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-1.17K- 81.23% |
$49.9K - $60.9K
|
271
$23.3K
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-1.2K- 3.83% |
$51.1K - $62.3K
|
30.1K
$2.59M
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-1.21K- 1.73% |
$51.5K - $62.8K
|
68.7K
$5.9M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-1.26K- 11.24% |
$53.8K - $65.6K
|
9.98K
$857K
|
|
Apr 18, 2023
Q1 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-1.29K- 2.11% |
$54.9K - $67K
|
59.7K
$5.13M
|
|
May 12, 2023
Q1 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-1.3K- 0.77% |
$55.4K - $67.5K
|
168K
$14.4M
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-1.31K- 11.58% |
$55.7K - $67.9K
|
9.98K
$858K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.31K- 17.95% |
$55.9K - $68.1K
|
6K
$515K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.35K- 7.86% |
$57.6K - $70.2K
|
15.9K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.4K- 92.73% |
$59.7K - $72.8K
|
110
$9.45K
|