Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-351- 5.51% |
$13.9K - $16.3K
|
6.02K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-370- 5.87% |
$14.7K - $17.2K
|
5.94K
$500K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-370- 6.07% |
$14.7K - $17.2K
|
5.72K
$483K
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-371- 3.47% |
$14.7K - $17.2K
|
10.3K
$872K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-378- 11.6% |
$15K - $17.5K
|
2.88K
$243K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-380- 1.22% |
$15.1K - $17.6K
|
30.7K
$2.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-385- 1.13% |
$15.3K - $17.8K
|
33.7K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-390- 2.28% |
$15.5K - $18.1K
|
16.7K
$1.41M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-394- 1.51% |
$15.6K - $18.3K
|
25.8K
$2.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-419- 0.72% |
$16.6K - $19.4K
|
57.7K
$4.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-440- 9.83% |
$17.5K - $20.4K
|
4.03K
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-454- 5.65% |
$18K - $21K
|
7.58K
$639K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-462- 4.95% |
$18.3K - $21.4K
|
8.87K
$748K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-464- 1.38% |
$18.4K - $21.5K
|
33.1K
$2.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-464- 29.2% |
$18.4K - $21.5K
|
1.13K
$94.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-468- 2.02% |
$18.6K - $21.7K
|
22.7K
$1.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-470- 0.54% |
$18.6K - $21.8K
|
86.6K
$7.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-477- 6.18% |
$18.9K - $22.1K
|
7.24K
$611K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-486- 8.43% |
$19.3K - $22.5K
|
5.28K
$445K
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-489- 1.07% |
$19.4K - $22.7K
|
45.2K
$3.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-490- 7.34% |
$19.4K - $22.7K
|
6.19K
$522K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-497- 62.52% |
$19.7K - $23K
|
298
$25.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-500- 1.36% |
$19.8K - $23.2K
|
36.1K
$3.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-500- 7.11% |
$19.8K - $23.2K
|
6.53K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-504- 34.95% |
$20K - $23.4K
|
938
$79.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-506- 9.86% |
$20.1K - $23.5K
|
4.63K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-520- 1.72% |
$20.6K - $24.1K
|
29.8K
$2.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-532- 5.88% |
$21.1K - $24.7K
|
8.52K
$718K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
SELL
|
- |
-567- 4.27% |
$22.5K - $26.3K
|
12.7K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-570- 0.3% |
$22.6K - $26.4K
|
188K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-580- 1.61% |
$23K - $26.9K
|
35.5K
$2.99M
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-610- 1.92% |
$24.2K - $28.3K
|
31.1K
$2.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-612- 0.89% |
$24.3K - $28.4K
|
68.1K
$5.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-615- 35.24% |
$24.4K - $28.5K
|
1.13K
$95.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-635- 68.21% |
$25.2K - $29.4K
|
296
$25K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-639- 3.47% |
$25.3K - $29.6K
|
17.8K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-640- 53.92% |
$25.4K - $29.7K
|
547
$46.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-645- 3.48% |
$25.6K - $29.9K
|
17.9K
$1.51M
|
|
|
Jul 26, 2023
Q2 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-650- 1.05% |
$25.8K - $30.1K
|
61K
$5.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-650- 5.29% |
$25.8K - $30.1K
|
11.6K
$981K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-689- 2.44% |
$27.3K - $31.9K
|
27.5K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-694- 12.89% |
$27.5K - $32.2K
|
4.69K
$396K
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-700- 8.6% |
$27.8K - $32.5K
|
7.44K
$627K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-710- 6.21% |
$28.2K - $32.9K
|
10.7K
$905K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-727- 7.02% |
$28.8K - $33.7K
|
9.62K
$812K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-730- 18.3% |
$29K - $33.8K
|
3.26K
$275K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-750- 22.35% |
$29.8K - $34.8K
|
2.61K
$220K
|
|
|
Jul 17, 2023
Q2 2023
|
Donald L. Hagan, LLC
|
SELL
|
- |
-758- 3.5% |
$30.1K - $35.1K
|
20.9K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-794- 8.34% |
$31.5K - $36.8K
|
8.73K
$736K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-834- 0.44% |
$33.1K - $38.7K
|
188K
$15.9M
|