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
|
Addison Capital CO
|
BUY
|
- |
4.72KNew |
$194K - $246K
|
4.72K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.68KNew |
$193K - $244K
|
4.68K
$394K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
4.68KNew |
$193K - $244K
|
4.68K
$394K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4.66KNew |
$192K - $243K
|
4.66K
$393K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.64KNew |
$191K - $242K
|
4.64K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
4.63KNew |
$191K - $242K
|
4.63K
$390K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.62K+ 1.87% |
$190K - $241K
|
251K
$21.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Abundance Wealth Counselors
|
BUY
|
- |
4.61KNew |
$190K - $241K
|
4.61K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.58KNew |
$188K - $239K
|
4.58K
$386K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.55K+ 0.85% |
$187K - $238K
|
541K
$45.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4.55KNew |
$187K - $237K
|
4.55K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.55KNew |
$187K - $237K
|
4.55K
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.54KNew |
$187K - $237K
|
4.54K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
4.52KNew |
$186K - $236K
|
4.52K
$381K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.5KNew |
$185K - $235K
|
4.5K
$380K
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
4.5KNew |
$185K - $235K
|
4.5K
$379K
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
4.48KNew |
$185K - $234K
|
4.48K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.48KNew |
$185K - $234K
|
4.48K
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.48KNew |
$184K - $234K
|
4.48K
$378K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
4.46KNew |
$184K - $233K
|
4.46K
$376K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.45KNew |
$183K - $232K
|
4.45K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
4.43K+ 29.87% |
$183K - $232K
|
19.3K
$1.63M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.42KNew |
$182K - $231K
|
4.42K
$373K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
4.41KNew |
$182K - $230K
|
4.41K
$372K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
4.41KNew |
$182K - $230K
|
4.41K
$372K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.4KNew |
$181K - $230K
|
4.4K
$371K
|
|
|
Feb 20, 2024
Q4 2023
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
4.4KNew |
$181K - $230K
|
4.4K
$371K
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
4.39KNew |
$181K - $229K
|
4.39K
$370K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4.39KNew |
$181K - $229K
|
4.39K
$370K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.37KNew |
$180K - $228K
|
4.37K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
4.36K+ 1.83% |
$180K - $228K
|
243K
$20.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
4.35K+ 3.43% |
$179K - $227K
|
131K
$11.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.33KNew |
$178K - $226K
|
4.33K
$365K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4.3KNew |
$177K - $224K
|
4.3K
$362K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.28KNew |
$176K - $224K
|
4.28K
$361K
|
|
|
Jan 22, 2024
Q4 2023
|
Hofer & Associates. Inc
Thousand Oaks, CA |
BUY
|
- |
4.26KNew |
$175K - $222K
|
4.26K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.25KNew |
$175K - $222K
|
4.25K
$358K
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
4.22KNew |
$174K - $220K
|
4.22K
$356K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.2KNew |
$173K - $219K
|
4.2K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.18KNew |
$172K - $218K
|
4.18K
$352K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
4.16KNew |
$171K - $217K
|
4.16K
$351K
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
4.14KNew |
$170K - $216K
|
4.14K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.1KNew |
$169K - $214K
|
4.1K
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.08KNew |
$168K - $213K
|
4.08K
$344K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.08K+ 10.31% |
$168K - $213K
|
43.6K
$3.68M
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$167K - $211K
|
4.05K
$341K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
BUY
|
- |
4.04KNew |
$166K - $211K
|
4.04K
$341K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
4.03KNew |
$166K - $210K
|
4.03K
$340K
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
4.03KNew |
$166K - $210K
|
4.03K
$340K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.03KNew |
$166K - $210K
|
4.03K
$340K
|