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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-34- 0.63% |
$1.4K - $1.78K
|
5.4K
$455K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-41- 0.79% |
$1.69K - $2.14K
|
5.16K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-42- 0.04% |
$1.73K - $2.19K
|
112K
$9.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-46- 9.66% |
$1.89K - $2.4K
|
430
$36.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-47- 0.17% |
$1.94K - $2.45K
|
27.7K
$2.34M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-49- 1.6% |
$2.02K - $2.56K
|
3.02K
$255K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-49- 0.36% |
$2.02K - $2.56K
|
13.7K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-50- 0.41% |
$2.06K - $2.61K
|
12.3K
$1.04M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-50- 1.11% |
$2.06K - $2.61K
|
4.47K
$377K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-50- 0.14% |
$2.06K - $2.61K
|
35K
$2.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-53- 7.48% |
$2.18K - $2.77K
|
656
$55.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-56- 0.08% |
$2.31K - $2.92K
|
72.9K
$6.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-58- 25.78% |
$2.39K - $3.03K
|
167
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-60- 0.76% |
$2.47K - $3.13K
|
7.82K
$659K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-60- 1.13% |
$2.47K - $3.13K
|
5.27K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-60- 19.74% |
$2.47K - $3.13K
|
244
$20.6K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-64- 0.72% |
$2.64K - $3.34K
|
8.83K
$745K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-70- 0.53% |
$2.88K - $3.66K
|
13.2K
$1.12M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-71- 0.41% |
$2.92K - $3.71K
|
17.4K
$1.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-82- 1.01% |
$3.38K - $4.28K
|
8.02K
$676K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-90- 0.29% |
$3.71K - $4.7K
|
30.4K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-90- 0.33% |
$3.71K - $4.7K
|
27.1K
$2.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-90- 1.03% |
$3.71K - $4.7K
|
8.67K
$731K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-90- 1.07% |
$3.71K - $4.7K
|
8.32K
$701K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-94- 1.21% |
$3.87K - $4.91K
|
7.68K
$648K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-100- 4.88% |
$4.12K - $5.22K
|
1.95K
$164K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-100- 0.74% |
$4.12K - $5.22K
|
13.3K
$1.12M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-100- 4.0% |
$4.12K - $5.22K
|
2.4K
$202K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-100- 3.69% |
$4.12K - $5.22K
|
2.61K
$220K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.85% |
$4.12K - $5.22K
|
11.7K
$987K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-109- 1.46% |
$4.49K - $5.69K
|
7.38K
$622K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-117- 3.53% |
$4.82K - $6.11K
|
3.2K
$270K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-118- 1.5% |
$4.86K - $6.16K
|
7.74K
$652K
|
|
|
Jan 22, 2024
Q4 2023
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-121- 0.46% |
$4.98K - $6.32K
|
26.2K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Argent Capital Management LLC
|
SELL
|
- |
-124- 1.59% |
$5.11K - $6.48K
|
7.68K
$648K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-130- 1.72% |
$5.35K - $6.79K
|
7.44K
$628K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-131- 1.18% |
$5.39K - $6.84K
|
11K
$927K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-132- 6.58% |
$5.44K - $6.89K
|
1.87K
$158K
|
|
|
Jan 11, 2024
Q4 2023
|
Norwood Financial Corp
|
SELL
|
- |
-141- 10.82% |
$5.81K - $7.36K
|
1.16K
$98K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-143- 2.42% |
$5.89K - $7.47K
|
5.78K
$487K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-147- 0.9% |
$6.05K - $7.68K
|
16.2K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-150- 64.94% |
$6.18K - $7.83K
|
81
$6.83K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-155- 3.18% |
$6.38K - $8.09K
|
4.73K
$399K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-160- 0.36% |
$6.59K - $8.36K
|
44.9K
$3.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-160- 2.24% |
$6.59K - $8.36K
|
6.97K
$588K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-166- 0.81% |
$6.84K - $8.67K
|
20.3K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-170- 3.84% |
$7K - $8.88K
|
4.26K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-174- 3.56% |
$7.17K - $9.09K
|
4.72K
$398K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-179- 89.5% |
$7.37K - $9.35K
|
21
$1.77K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-180- 1.02% |
$7.41K - $9.4K
|
17.4K
$1.47M
|