Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
160+ 2.67% |
$6.59K - $8.36K
|
6.16K
$529K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
160+ 2.52% |
$6.59K - $8.36K
|
6.5K
$559K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
156New |
$6.42K - $8.15K
|
156
$13.4K
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
145+ 0.57% |
$5.97K - $7.57K
|
25.7K
$2.21M
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
134+ 0.43% |
$5.52K - $7K
|
31.1K
$2.67M
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
133+ 0.1% |
$5.48K - $6.95K
|
128K
$11M
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
130+ 1.75% |
$5.35K - $6.79K
|
7.55K
$649K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
129+ 0.21% |
$5.31K - $6.74K
|
61.5K
$5.29M
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
128+ 1.5% |
$5.27K - $6.68K
|
8.65K
$744K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
123+ 0.04% |
$5.07K - $6.42K
|
319K
$27.4M
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
117+ 0.33% |
$4.82K - $6.11K
|
35.2K
$3.03M
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
116New |
$4.78K - $6.06K
|
116
$9.97K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
113+ 4.5% |
$4.65K - $5.9K
|
2.62K
$225K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
110+ 647.06% |
$4.53K - $5.74K
|
127
$10.9K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
107+ 1.12% |
$4.41K - $5.59K
|
9.68K
$831K
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
104+ 0.92% |
$4.28K - $5.43K
|
11.4K
$977K
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
100New |
$4.12K - $5.22K
|
100
$8.59K
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
100+ 0.43% |
$4.12K - $5.22K
|
23.2K
$1.99M
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
94+ 2.37% |
$3.87K - $4.91K
|
4.06K
$349K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
93+ 0.44% |
$3.83K - $4.86K
|
21.1K
$1.81M
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
91+ 1.33% |
$3.75K - $4.75K
|
6.94K
$596K
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
83+ 0.47% |
$3.42K - $4.33K
|
17.8K
$1.53M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
81+ 1.97% |
$3.34K - $4.23K
|
4.2K
$361K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
78+ 125.81% |
$3.21K - $4.07K
|
140
$12K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
77+ 1.85% |
$3.17K - $4.02K
|
4.23K
$364K
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
73+ 0.86% |
$3.01K - $3.81K
|
8.61K
$740K
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
70+ 0.02% |
$2.88K - $3.66K
|
335K
$28.7M
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
68+ 0.88% |
$2.8K - $3.55K
|
7.79K
$670K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
68New |
$2.8K - $3.55K
|
68
$5.84K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
67New |
$2.76K - $3.5K
|
67
$5.76K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
59+ 31.89% |
$2.43K - $3.08K
|
244
$21K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
56New |
$2.31K - $2.92K
|
56
$4.81K
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
55+ 0.64% |
$2.26K - $2.87K
|
8.67K
$745K
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
52New |
$2.14K - $2.72K
|
52
$4.47K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
49New |
$2.02K - $2.56K
|
49
$4.21K
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
42+ 1.75% |
$1.73K - $2.19K
|
2.44K
$210K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
42+ 2.73% |
$1.73K - $2.19K
|
1.58K
$136K
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
36+ 0.5% |
$1.48K - $1.88K
|
7.26K
$624K
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
35+ 0.35% |
$1.44K - $1.83K
|
10.1K
$866K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
34+ 5.44% |
$1.4K - $1.78K
|
659
$56.6K
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
32+ 37.21% |
$1.32K - $1.67K
|
118
$10.1K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
28New |
$1.15K - $1.46K
|
28
$2.41K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
27+ 5.28% |
$1.11K - $1.41K
|
538
$46.2K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
25New |
$1.03K - $1.31K
|
25
$2.15K
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
25New |
$1.03K - $1.31K
|
25
$2.15K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
25+ 0.24% |
$1.03K - $1.31K
|
10.4K
$890K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 2.51% |
$988 - $1.25K
|
982
$84.4K
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
22+ 0.41% |
$906 - $1.15K
|
5.35K
$460K
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
20New |
$824 - $1.04K
|
20
$1.72K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
20+ 0.28% |
$824 - $1.04K
|
7.15K
$614K
|