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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
357New |
$14.2K - $16.6K
|
357
$30.1K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
350+ 3.18% |
$13.9K - $16.2K
|
11.4K
$958K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
350+ 10.64% |
$13.9K - $16.2K
|
3.64K
$307K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
340+ 43.2% |
$13.5K - $15.8K
|
1.13K
$95K
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
335+ 1.68% |
$13.3K - $15.5K
|
20.3K
$1.71M
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
332+ 4.66% |
$13.2K - $15.4K
|
7.46K
$629K
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
318+ 0.82% |
$12.6K - $14.7K
|
39K
$3.29M
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
310+ 0.16% |
$12.3K - $14.4K
|
192K
$16.2M
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
299+ 0.68% |
$11.9K - $13.9K
|
44.1K
$3.72M
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
292+ 0.5% |
$11.6K - $13.5K
|
58.8K
$4.96M
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
272+ 0.42% |
$10.8K - $12.6K
|
64.5K
$5.44M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
268+ 14.61% |
$10.6K - $12.4K
|
2.1K
$177K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
268+ 14.61% |
$10.6K - $12.4K
|
2.1K
$177K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
268+ 4.92% |
$10.6K - $12.4K
|
5.71K
$482K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
267New |
$10.6K - $12.4K
|
267
$22.5K
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
254New |
$10.1K - $11.8K
|
254
$21.4K
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
240+ 0.38% |
$9.52K - $11.1K
|
63K
$5.31M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
224+ 4.93% |
$8.89K - $10.4K
|
4.76K
$402K
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
224+ 0.59% |
$8.89K - $10.4K
|
38.1K
$3.21M
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
205+ 0.33% |
$8.13K - $9.5K
|
62.3K
$5.25M
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
200+ 40.0% |
$7.93K - $9.27K
|
700
$59K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
200+ 8.7% |
$7.93K - $9.27K
|
2.5K
$211K
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
190+ 0.16% |
$7.54K - $8.81K
|
119K
$10M
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
189+ 1.06% |
$7.5K - $8.76K
|
18.1K
$1.53M
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
187+ 1.96% |
$7.42K - $8.67K
|
9.71K
$819K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
187+ 2.47% |
$7.42K - $8.67K
|
7.75K
$654K
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
181+ 14.92% |
$7.18K - $8.39K
|
1.39K
$118K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
160+ 0.2% |
$6.35K - $7.42K
|
80.7K
$6.8M
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
148+ 12.3% |
$5.87K - $6.86K
|
1.35K
$114K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
140New |
$5.55K - $6.49K
|
140
$11.8K
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
136+ 5.19% |
$5.4K - $6.3K
|
2.76K
$232K
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
133+ 0.83% |
$5.28K - $6.17K
|
16.2K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
131+ 2.0% |
$5.2K - $6.07K
|
6.69K
$565K
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
127+ 0.45% |
$5.04K - $5.89K
|
28.5K
$2.4M
|
|
Jul 18, 2023
Q2 2023
|
Riverwater Partners LLC
|
BUY
|
- |
120+ 2.32% |
$4.76K - $5.56K
|
5.3K
$447K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
110+ 15.28% |
$4.36K - $5.1K
|
830
$70K
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
109+ 0.84% |
$4.32K - $5.05K
|
13K
$1.1M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
105+ 24.88% |
$4.17K - $4.87K
|
527
$44.4K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
104+ 0.89% |
$4.13K - $4.82K
|
11.8K
$999K
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
104+ 0.89% |
$4.13K - $4.82K
|
11.8K
$999K
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
97+ 0.42% |
$3.85K - $4.5K
|
23K
$1.94M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
94+ 0.76% |
$3.73K - $4.36K
|
12.4K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93+ 1.96% |
$3.69K - $4.31K
|
4.84K
$408K
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
92+ 1.08% |
$3.65K - $4.27K
|
8.62K
$727K
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
90+ 1.37% |
$3.57K - $4.17K
|
6.67K
$562K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90+ 5.66% |
$3.57K - $4.17K
|
1.68K
$142K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
84+ 10.53% |
$3.33K - $3.89K
|
882
$74.4K
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
82+ 0.11% |
$3.25K - $3.8K
|
76.9K
$6.49M
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
80+ 1.26% |
$3.17K - $3.71K
|
6.41K
$540K
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
76+ 76.0% |
$3.01K - $3.52K
|
176
$14.8K
|