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 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
4.02KNew |
$166K - $210K
|
4.02K
$339K
|
|
Feb 13, 2024
Q4 2023
|
Rbo & CO LLC
St Helena, CA |
BUY
|
- |
4KNew |
$165K - $209K
|
4K
$337K
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
BUY
|
- |
4KNew |
$165K - $209K
|
4K
$337K
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4KNew |
$165K - $209K
|
4K
$337K
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
3.97KNew |
$164K - $207K
|
3.97K
$335K
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
3.97KNew |
$163K - $207K
|
3.97K
$334K
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.97KNew |
$163K - $207K
|
3.97K
$334K
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.95KNew |
$162K - $206K
|
3.95K
$333K
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.93KNew |
$162K - $205K
|
3.93K
$332K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.93KNew |
$162K - $205K
|
3.93K
$331K
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
3.91KNew |
$161K - $204K
|
3.91K
$330K
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.91KNew |
$161K - $204K
|
3.91K
$329K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.89KNew |
$160K - $203K
|
3.89K
$328K
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.87KNew |
$160K - $202K
|
3.87K
$327K
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
BUY
|
- |
3.86KNew |
$159K - $202K
|
3.86K
$326K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.86KNew |
$159K - $201K
|
3.86K
$325K
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3.8K+ 18.27% |
$156K - $198K
|
24.6K
$2.07M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.78K+ 9.12% |
$156K - $197K
|
45.2K
$3.81M
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
3.69K+ 31.22% |
$152K - $193K
|
15.5K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.66K+ 29.62% |
$151K - $191K
|
16K
$1.35M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.65K+ 2.52% |
$150K - $190K
|
148K
$12.5M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.57K+ 0.42% |
$147K - $187K
|
858K
$72.4M
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
3.47K+ 9.53% |
$143K - $181K
|
39.8K
$3.36M
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.46K+ 12.16% |
$142K - $181K
|
31.9K
$2.69M
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.43K+ 45.98% |
$141K - $179K
|
10.9K
$919K
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.33K+ 3.66% |
$137K - $174K
|
94.2K
$7.95M
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.26K+ 39.64% |
$134K - $170K
|
11.5K
$968K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.25K+ 12.46% |
$134K - $170K
|
29.3K
$2.47M
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.07K+ 3.37% |
$126K - $160K
|
94.1K
$7.94M
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
3.03K+ 87.51% |
$125K - $158K
|
6.5K
$548K
|
|
Jun 14, 2024
Q4 2023
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
3K+ 16.43% |
$123K - $157K
|
21.3K
$1.79M
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.81K+ 4.31% |
$116K - $147K
|
68K
$5.73M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.79K+ 8.1% |
$115K - $146K
|
37.3K
$3.14M
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
2.66K+ 5.38% |
$109K - $139K
|
52.1K
$4.39M
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
2.65K+ 53000.0% |
$109K - $138K
|
2.66K
$224K
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
BUY
|
- |
2.62K+ 42.77% |
$108K - $137K
|
8.73K
$736K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.49K+ 17.7% |
$103K - $130K
|
16.6K
$1.4M
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.41K+ 22.11% |
$99.4K - $126K
|
13.3K
$1.12M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.38K+ 9.12% |
$97.9K - $124K
|
28.5K
$2.4M
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
2.36K+ 1046.67% |
$97K - $123K
|
2.58K
$218K
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.33K+ 47.11% |
$96.1K - $122K
|
7.29K
$615K
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
2.31K+ 12.03% |
$95.3K - $121K
|
21.6K
$1.82M
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
2.3K+ 0.28% |
$94.6K - $120K
|
817K
$68.9M
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
2.29K+ 10.57% |
$94.3K - $120K
|
23.9K
$2.02M
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.16K+ 2.28% |
$88.8K - $113K
|
96.9K
$8.17M
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
2.14K+ 17.92% |
$87.9K - $111K
|
14.1K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.08K+ 4005.77% |
$85.8K - $109K
|
2.14K
$180K
|
|
Feb 06, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
2.06K+ 15.72% |
$84.9K - $108K
|
15.2K
$1.28M
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
2.01K+ 4.14% |
$82.7K - $105K
|
50.5K
$4.25M
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.01K+ 30.34% |
$82.6K - $105K
|
8.61K
$726K
|