Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-39- 15.54% |
$2.02K - $2.25K
|
212
$17.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-40- 10.0% |
$2.07K - $2.3K
|
360
$30.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-41- 0.59% |
$2.12K - $2.36K
|
6.9K
$582K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-41- 0.1% |
$2.12K - $2.36K
|
42K
$3.54M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-42- 0.2% |
$2.18K - $2.42K
|
21.4K
$1.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-47- 0.9% |
$2.43K - $2.71K
|
5.15K
$434K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-49- 0.57% |
$2.54K - $2.82K
|
8.62K
$727K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-49- 0.66% |
$2.54K - $2.82K
|
7.37K
$621K
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-50- 0.38% |
$2.59K - $2.88K
|
13.1K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-50- 4.3% |
$2.59K - $2.88K
|
1.11K
$93.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Hofer & Associates. Inc
Thousand Oaks, CA |
SELL
|
- |
-50- 1.17% |
$2.59K - $2.88K
|
4.21K
$355K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-50- 3.7% |
$2.59K - $2.88K
|
1.3K
$110K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.2% |
$2.64K - $2.94K
|
4.18K
$353K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-51- 0.44% |
$2.64K - $2.94K
|
11.4K
$964K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-51- 98.08% |
$2.64K - $2.94K
|
1
$84.3
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-57- 0.57% |
$2.95K - $3.28K
|
10K
$845K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-57- 8.69% |
$2.95K - $3.28K
|
599
$50.5K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-59- 1.04% |
$3.06K - $3.4K
|
5.59K
$471K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-62- 1.39% |
$3.21K - $3.57K
|
4.39K
$370K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-63- 3.31% |
$3.26K - $3.63K
|
1.84K
$155K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-65- 0.2% |
$3.37K - $3.75K
|
32K
$2.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
SELL
|
- |
-66- 5.21% |
$3.42K - $3.8K
|
1.2K
$101K
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-69- 9.47% |
$3.57K - $3.98K
|
660
$55.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-71- 1.73% |
$3.68K - $4.09K
|
4.03K
$339K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-71- 0.51% |
$3.68K - $4.09K
|
13.8K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-73- 10.77% |
$3.78K - $4.21K
|
605
$51K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-74- 1.23% |
$3.83K - $4.26K
|
5.94K
$501K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-80- 0.15% |
$4.14K - $4.61K
|
51.6K
$4.36M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-81- 91.01% |
$4.2K - $4.67K
|
8
$675
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-81- 0.64% |
$4.2K - $4.67K
|
12.6K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-82- 21.08% |
$4.25K - $4.72K
|
307
$25.9K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-85- 0.61% |
$4.4K - $4.9K
|
13.8K
$1.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-90- 0.52% |
$4.66K - $5.19K
|
17.4K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-91- 0.2% |
$4.71K - $5.24K
|
44.6K
$3.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-94- 2.32% |
$4.87K - $5.42K
|
3.97K
$334K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-95- 18.23% |
$4.92K - $5.47K
|
426
$35.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 2.34% |
$5.18K - $5.76K
|
4.18K
$352K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-100- 1.39% |
$5.18K - $5.76K
|
7.08K
$597K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 6.9% |
$5.18K - $5.76K
|
1.35K
$114K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-101- 0.82% |
$5.23K - $5.82K
|
12.2K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-103- 1.77% |
$5.34K - $5.93K
|
5.73K
$483K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-105- 2.49% |
$5.44K - $6.05K
|
4.12K
$347K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-111- 79.29% |
$5.75K - $6.4K
|
29
$2.45K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-116- 42.49% |
$6.01K - $6.68K
|
157
$13.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-119- 2.52% |
$6.16K - $6.86K
|
4.6K
$388K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-125- 2.29% |
$6.48K - $7.2K
|
5.34K
$451K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-127- 0.59% |
$6.58K - $7.32K
|
21.2K
$1.79M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-127- 2.84% |
$6.58K - $7.32K
|
4.34K
$366K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-128- 1.18% |
$6.63K - $7.38K
|
10.7K
$906K
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-132- 1.06% |
$6.84K - $7.61K
|
12.3K
$1.04M
|