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
|
Falcon Wealth Planning
|
BUY
|
- |
1K+ 2.93% |
$42.6K - $51.9K
|
35.1K
$2.96M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
999+ 76.2% |
$42.5K - $51.9K
|
2.31K
$195K
|
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
989+ 12.52% |
$42.1K - $51.3K
|
8.89K
$749K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
980+ 8.13% |
$41.7K - $50.9K
|
13K
$1.1M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
975+ 113.5% |
$41.5K - $50.6K
|
1.83K
$155K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
961+ 2.91% |
$40.9K - $49.9K
|
34K
$2.87M
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
959+ 15.55% |
$40.8K - $49.8K
|
7.13K
$601K
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
947+ 11.16% |
$40.3K - $49.2K
|
9.43K
$795K
|
|
|
Apr 21, 2023
Q1 2023
|
Hi Line Capital Management, LLC
Watertown, SD |
BUY
|
- |
935+ 0.82% |
$39.8K - $48.5K
|
115K
$9.69M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
913+ 10.61% |
$38.9K - $47.4K
|
9.52K
$803K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
903+ 8.88% |
$38.4K - $46.9K
|
11.1K
$934K
|
|
|
May 15, 2023
Q1 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
900+ 0.52% |
$38.3K - $46.7K
|
175K
$14.8M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
880+ 0.0% |
$37.5K - $45.7K
|
72.6M
$6.12B
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
868+ 0.67% |
$37K - $45.1K
|
130K
$11M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
866+ 10.03% |
$36.9K - $45K
|
9.5K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
859+ 8.35% |
$36.6K - $44.6K
|
11.2K
$940K
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
854+ 4.15% |
$36.4K - $44.3K
|
21.4K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
837+ 10.65% |
$35.6K - $43.5K
|
8.7K
$733K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
827+ 3.67% |
$35.2K - $42.9K
|
23.4K
$1.97M
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
826+ 10.21% |
$35.2K - $42.9K
|
8.92K
$752K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
823+ 70.4% |
$35K - $42.7K
|
1.99K
$168K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
809+ 15.39% |
$34.4K - $42K
|
6.06K
$511K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
804+ 20.47% |
$34.2K - $41.7K
|
4.73K
$399K
|
|
|
Apr 25, 2023
Q1 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
800+ 3.55% |
$34.1K - $41.5K
|
23.3K
$1.97M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
798New |
$34K - $41.4K
|
798
$67.3K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
794+ 1.96% |
$33.8K - $41.2K
|
41.3K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
789+ 1.83% |
$33.6K - $41K
|
44K
$3.71M
|
|
|
Apr 28, 2023
Q1 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
781+ 1.28% |
$33.3K - $40.5K
|
61.8K
$5.22M
|
|
|
May 16, 2023
Q1 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
755+ 13.0% |
$32.1K - $39.2K
|
6.56K
$553K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
752+ 0.78% |
$32K - $39K
|
97.4K
$8.21M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
744+ 14.28% |
$31.7K - $38.6K
|
5.96K
$502K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
732+ 3.44% |
$31.2K - $38K
|
22K
$1.85M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
720New |
$30.7K - $37.4K
|
720
$60.7K
|
|
|
Apr 05, 2024
Q1 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
700+ 2.1% |
$29.8K - $36.3K
|
34.1K
$2.87M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
698+ 93.82% |
$29.7K - $36.2K
|
1.44K
$122K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
665+ 7.83% |
$28.3K - $34.5K
|
9.16K
$773K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
626+ 13.87% |
$26.7K - $32.5K
|
5.14K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
604+ 2.89% |
$25.7K - $31.4K
|
21.5K
$1.81M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
600+ 5.66% |
$25.5K - $31.2K
|
11.2K
$944K
|
|
|
Apr 18, 2023
Q1 2023
|
Cardinal Capital Management
|
BUY
|
- |
584+ 0.46% |
$24.9K - $30.3K
|
127K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
576+ 2.22% |
$24.5K - $29.9K
|
26.5K
$2.24M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
575+ 0.93% |
$24.5K - $29.9K
|
62.1K
$5.24M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
554+ 0.24% |
$23.6K - $28.8K
|
235K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
546+ 54600.0% |
$23.2K - $28.3K
|
547
$46.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
535+ 0.62% |
$22.8K - $27.8K
|
86.6K
$7.31M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
521+ 29.11% |
$22.2K - $27.1K
|
2.31K
$195K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
509+ 0.16% |
$21.7K - $26.4K
|
310K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
500+ 1.95% |
$21.3K - $26K
|
26.1K
$2.2M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.38% |
$21.3K - $26K
|
131K
$11M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
484+ 0.23% |
$20.6K - $25.1K
|
210K
$17.7M
|