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 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
685+ 5.91% |
$35.5K - $39.5K
|
12.3K
$1.03M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
676+ 2.17% |
$35K - $39K
|
31.8K
$2.68M
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
652+ 11.05% |
$33.8K - $37.6K
|
6.55K
$553K
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
647+ 0.4% |
$33.5K - $37.3K
|
162K
$13.7M
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
633+ 7.25% |
$32.8K - $36.5K
|
9.37K
$790K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
625+ 13.17% |
$32.4K - $36K
|
5.37K
$453K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
609+ 0.28% |
$31.5K - $35.1K
|
218K
$18.4M
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
606+ 9.41% |
$31.4K - $34.9K
|
7.05K
$594K
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
605+ 3.15% |
$31.3K - $34.9K
|
19.8K
$1.67M
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
603+ 39.0% |
$31.2K - $34.7K
|
2.15K
$181K
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
589+ 1.48% |
$30.5K - $33.9K
|
40.4K
$3.41M
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
586+ 9.28% |
$30.4K - $33.8K
|
6.9K
$582K
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
583+ 11.03% |
$30.2K - $33.6K
|
5.87K
$495K
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
576+ 3.89% |
$29.8K - $33.2K
|
15.4K
$1.3M
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
566+ 1.8% |
$29.3K - $32.6K
|
31.9K
$2.69M
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
554+ 1.72% |
$28.7K - $31.9K
|
32.8K
$2.77M
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
550New |
$28.5K - $31.7K
|
550
$46.4K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
548+ 7.92% |
$28.4K - $31.6K
|
7.47K
$630K
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
528+ 4.07% |
$27.4K - $30.4K
|
13.5K
$1.14M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
524New |
$27.1K - $30.2K
|
524
$44.2K
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
515+ 6.76% |
$26.7K - $29.7K
|
8.14K
$686K
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
500+ 64.27% |
$25.9K - $28.8K
|
1.28K
$108K
|
|
Apr 09, 2024
Q1 2024
|
Stolper CO
|
BUY
|
- |
496+ 0.64% |
$25.7K - $28.6K
|
78.5K
$6.62M
|
|
May 14, 2024
Q1 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
484New |
$25.1K - $27.9K
|
484
$40.8K
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
456+ 10.23% |
$23.6K - $26.3K
|
4.91K
$414K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
454+ 7.19% |
$23.5K - $26.2K
|
6.77K
$571K
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
453+ 11.42% |
$23.5K - $26.1K
|
4.42K
$373K
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
452+ 0.71% |
$23.4K - $26K
|
64.3K
$5.42M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
440+ 7.53% |
$22.8K - $25.4K
|
6.29K
$530K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
439+ 10.45% |
$22.7K - $25.3K
|
4.64K
$391K
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
BUY
|
- |
430+ 0.69% |
$22.3K - $24.8K
|
63K
$5.31M
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
429+ 9.57% |
$22.2K - $24.7K
|
4.91K
$414K
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
417+ 10.6% |
$21.6K - $24K
|
4.35K
$367K
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
415+ 2.66% |
$21.5K - $23.9K
|
16K
$1.35M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
412+ 3.12% |
$21.3K - $23.7K
|
13.6K
$1.15M
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
410+ 3.8% |
$21.2K - $23.6K
|
11.2K
$945K
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
407+ 6.85% |
$21.1K - $23.5K
|
6.35K
$535K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
406+ 8.14% |
$21K - $23.4K
|
5.39K
$455K
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
406+ 0.7% |
$21K - $23.4K
|
58.3K
$4.91M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
399New |
$20.7K - $23K
|
399
$33.6K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
394+ 3.26% |
$20.4K - $22.7K
|
12.5K
$1.05M
|
|
May 03, 2024
Q1 2024
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
394+ 1.42% |
$20.4K - $22.7K
|
28.2K
$2.37M
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
390+ 1.99% |
$20.2K - $22.5K
|
20K
$1.69M
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
385+ 2.89% |
$19.9K - $22.2K
|
13.7K
$1.16M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
383New |
$19.8K - $22.1K
|
383
$32.3K
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
383+ 1.46% |
$19.8K - $22.1K
|
26.5K
$2.24M
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
373+ 1.65% |
$19.3K - $21.5K
|
22.9K
$1.93M
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
371+ 0.51% |
$19.2K - $21.4K
|
73.3K
$6.18M
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
350+ 2.49% |
$18.1K - $20.2K
|
14.4K
$1.21M
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
342+ 589.66% |
$17.7K - $19.7K
|
400
$33.7K
|