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 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
BUY
|
- |
8.16K+ 2.54% |
$336K - $426K
|
329K
$27.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.14KNew |
$335K - $425K
|
8.14K
$687K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.1K+ 24.38% |
$334K - $423K
|
41.3K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
8.05K+ 16.39% |
$331K - $420K
|
57.1K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
8.04K+ 15.74% |
$331K - $420K
|
59.1K
$4.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
7.63KNew |
$314K - $398K
|
7.63K
$643K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
7.1K+ 100.0% |
$292K - $371K
|
14.2K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.1K+ 18.7% |
$292K - $371K
|
45K
$3.8M
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
7.09KNew |
$292K - $370K
|
7.09K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
7.02KNew |
$289K - $367K
|
7.02K
$592K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
6.98K+ 42.22% |
$287K - $364K
|
23.5K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
6.97KNew |
$287K - $364K
|
6.97K
$588K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
6.96K+ 10.1% |
$287K - $363K
|
75.9K
$6.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.92KNew |
$285K - $361K
|
6.92K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
6.82K+ 9.93% |
$281K - $356K
|
75.5K
$6.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6.68K+ 42.11% |
$275K - $349K
|
22.5K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.54K+ 46.58% |
$269K - $341K
|
20.6K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.53K+ 2.92% |
$269K - $341K
|
230K
$19.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.48K+ 1.53% |
$267K - $338K
|
430K
$36.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.37K+ 85.1% |
$262K - $333K
|
13.9K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
6.31KNew |
$260K - $330K
|
6.31K
$532K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
6.15K+ 78.73% |
$253K - $321K
|
14K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
6.05K+ 2.95% |
$249K - $316K
|
211K
$17.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.98KNew |
$246K - $312K
|
5.98K
$504K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.98K+ 6.84% |
$246K - $312K
|
93.3K
$7.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.95KNew |
$245K - $311K
|
5.95K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.87K+ 45.62% |
$242K - $307K
|
18.7K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
5.85K+ 113.39% |
$241K - $306K
|
11K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5.84KNew |
$240K - $305K
|
5.84K
$492K
|
|
|
Jan 31, 2024
Q4 2023
|
Guardian Investment Management
|
BUY
|
- |
5.65KNew |
$233K - $295K
|
5.65K
$476K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.59KNew |
$230K - $292K
|
5.59K
$471K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
5.47KNew |
$225K - $286K
|
5.47K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
5.45KNew |
$224K - $284K
|
5.45K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
5.43K+ 34.3% |
$224K - $284K
|
21.3K
$1.79M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
5.42KNew |
$223K - $283K
|
5.42K
$457K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
5.34KNew |
$220K - $279K
|
5.34K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.21KNew |
$215K - $272K
|
5.21K
$440K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.14K+ 2.42% |
$212K - $269K
|
218K
$18.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
5.13K+ 32.95% |
$211K - $268K
|
20.7K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.13KNew |
$211K - $268K
|
5.13K
$432K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
5.01KNew |
$206K - $262K
|
5.01K
$423K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
4.96KNew |
$204K - $259K
|
4.96K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.94KNew |
$203K - $258K
|
4.94K
$417K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.91KNew |
$202K - $256K
|
4.91K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.85K+ 9.14% |
$200K - $253K
|
57.9K
$4.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.83K+ 32.6% |
$199K - $252K
|
19.6K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.82KNew |
$198K - $251K
|
4.82K
$406K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.81KNew |
$198K - $251K
|
4.81K
$405K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
4.75KNew |
$196K - $248K
|
4.75K
$400K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.75KNew |
$195K - $248K
|
4.75K
$400K
|