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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
67+ 0.89% |
$2.66K - $3.11K
|
7.56K
$637K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
65+ 12.2% |
$2.58K - $3.01K
|
598
$50.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
64+ 0.05% |
$2.54K - $2.97K
|
126K
$10.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
60+ 0.4% |
$2.38K - $2.78K
|
15.1K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
54+ 0.26% |
$2.14K - $2.5K
|
21.2K
$1.79M
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
50+ 19.76% |
$1.98K - $2.32K
|
303
$25.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 10.29% |
$1.98K - $2.32K
|
536
$45.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
49+ 0.58% |
$1.94K - $2.27K
|
8.44K
$712K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
42New |
$1.67K - $1.95K
|
42
$3.54K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
37+ 0.04% |
$1.47K - $1.72K
|
90.7K
$7.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
35+ 10.32% |
$1.39K - $1.62K
|
374
$31.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
34+ 0.76% |
$1.35K - $1.58K
|
4.51K
$380K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
34+ 9.58% |
$1.35K - $1.58K
|
389
$32.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
32+ 0.36% |
$1.27K - $1.48K
|
9.01K
$760K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
31+ 0.23% |
$1.23K - $1.44K
|
13.6K
$1.15M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
30+ 8.5% |
$1.19K - $1.39K
|
383
$32.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
30+ 0.14% |
$1.19K - $1.39K
|
21.6K
$1.82M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 3.1% |
$1.11K - $1.3K
|
932
$78.6K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
26+ 1.11% |
$1.03K - $1.21K
|
2.36K
$199K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
22New |
$873 - $1.02K
|
22
$1.86K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
19+ 0.11% |
$754 - $881
|
17.2K
$1.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
19+ 0.05% |
$754 - $881
|
35.1K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
19+ 0.33% |
$754 - $881
|
5.73K
$483K
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
18+ 0.19% |
$714 - $834
|
9.52K
$803K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
15+ 0.09% |
$595 - $695
|
16K
$1.35M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
15New |
$595 - $695
|
15
$1.26K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12+ 13.95% |
$476 - $556
|
98
$8.26K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11+ 4.76% |
$436 - $510
|
242
$20.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
10+ 0.19% |
$397 - $464
|
5.35K
$451K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
9+ 0.15% |
$357 - $417
|
5.84K
$493K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8New |
$317 - $371
|
8
$675
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.06% |
$317 - $371
|
13.2K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
7+ 0.02% |
$278 - $325
|
31.8K
$2.68M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6+ 0.01% |
$238 - $278
|
60.5K
$5.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
6+ 0.42% |
$238 - $278
|
1.44K
$122K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6+ 0.09% |
$238 - $278
|
6.69K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5+ 0.0% |
$198 - $232
|
132K
$11.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 26.32% |
$198 - $232
|
24
$2.02K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
4+ 0.08% |
$159 - $185
|
4.89K
$413K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.93% |
$159 - $185
|
432
$36.4K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
3+ 0.96% |
$119 - $139
|
316
$26.6K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3+ 0.77% |
$119 - $139
|
393
$33.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3+ 0.93% |
$119 - $139
|
324
$27.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.07% |
$119 - $139
|
4.29K
$362K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.41% |
$119 - $139
|
734
$61.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$119 - $139
|
2.31K
$195K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
3+ 0.07% |
$119 - $139
|
4.29K
$362K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 1.64% |
$39.7 - $46.4
|
62
$5.23K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 8.33% |
$39.7 - $46.4
|
13
$1.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.3% |
$39.7 - $46.4
|
338
$28.5K
|