Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
109+ 69.87% |
$5.89K - $6.62K
|
265
$22.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
105+ 2.55% |
$5.67K - $6.38K
|
4.22K
$363K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
104+ 152.94% |
$5.62K - $6.32K
|
172
$14.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
103New |
$5.56K - $6.26K
|
103
$8.85K
|
|
|
Jul 16, 2024
Q2 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
102+ 1.38% |
$5.51K - $6.2K
|
7.47K
$642K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
101New |
$5.45K - $6.13K
|
101
$8.68K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
101+ 0.62% |
$5.45K - $6.13K
|
16.5K
$1.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 2.37% |
$5.4K - $6.07K
|
4.32K
$372K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
100+ 0.15% |
$5.4K - $6.07K
|
64.8K
$5.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
98+ 2.26% |
$5.29K - $5.95K
|
4.44K
$381K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
98+ 2.26% |
$5.29K - $5.95K
|
4.44K
$381K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
96New |
$5.18K - $5.83K
|
96
$8.25K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
93+ 50.0% |
$5.02K - $5.65K
|
279
$24K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
91+ 0.65% |
$4.91K - $5.53K
|
14K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
91+ 2.15% |
$4.91K - $5.53K
|
4.33K
$372K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
89+ 0.51% |
$4.81K - $5.41K
|
17.5K
$1.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
88+ 0.36% |
$4.75K - $5.35K
|
24.5K
$2.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
87+ 29.9% |
$4.7K - $5.28K
|
378
$32.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
87+ 0.71% |
$4.7K - $5.28K
|
12.3K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
84+ 1.22% |
$4.54K - $5.1K
|
6.99K
$600K
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
84+ 31.82% |
$4.54K - $5.1K
|
348
$29.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
82+ 4.88% |
$4.43K - $4.98K
|
1.76K
$152K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
82+ 0.71% |
$4.43K - $4.98K
|
11.7K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
78+ 13.02% |
$4.21K - $4.74K
|
677
$58.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
78+ 0.78% |
$4.21K - $4.74K
|
10.1K
$868K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
78+ 0.99% |
$4.21K - $4.74K
|
7.99K
$687K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
75+ 0.13% |
$4.05K - $4.56K
|
56K
$4.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
72+ 122.03% |
$3.89K - $4.37K
|
131
$11.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
68+ 43.31% |
$3.67K - $4.13K
|
225
$19.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
68+ 44.16% |
$3.67K - $4.13K
|
222
$19.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
67+ 0.21% |
$3.62K - $4.07K
|
32K
$2.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
64New |
$3.46K - $3.89K
|
64
$5.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
64+ 1.12% |
$3.46K - $3.89K
|
5.8K
$498K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
63+ 0.5% |
$3.4K - $3.83K
|
12.6K
$1.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
58+ 0.89% |
$3.13K - $3.52K
|
6.61K
$568K
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
53+ 0.48% |
$2.86K - $3.22K
|
11.1K
$950K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
53New |
$2.86K - $3.22K
|
53
$4.55K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
52New |
$2.81K - $3.16K
|
52
$4.47K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
52+ 4.07% |
$2.81K - $3.16K
|
1.33K
$114K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
50+ 0.66% |
$2.7K - $3.04K
|
7.58K
$651K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
50+ 0.5% |
$2.7K - $3.04K
|
10.1K
$867K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
48+ 1.05% |
$2.59K - $2.92K
|
4.6K
$395K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
47New |
$2.54K - $2.85K
|
47
$4.04K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
47+ 0.92% |
$2.54K - $2.85K
|
5.18K
$445K
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
45+ 0.59% |
$2.43K - $2.73K
|
7.62K
$655K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44+ 1.69% |
$2.38K - $2.67K
|
2.66K
$228K
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
42+ 0.89% |
$2.27K - $2.55K
|
4.74K
$407K
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
42+ 0.26% |
$2.27K - $2.55K
|
16.3K
$1.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
40+ 0.91% |
$2.16K - $2.43K
|
4.44K
$381K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
40+ 64.52% |
$2.16K - $2.43K
|
102
$8.76K
|