Purchases and Sales Made in Q4 2024 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 2024. 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 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.98K+ 3.71% |
$423K - $489K
|
167K
$14.4M
|
|
Jan 27, 2025
Q4 2024
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
5.95K+ 20.62% |
$421K - $487K
|
34.8K
$2.99M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
5.64KNew |
$399K - $462K
|
5.64K
$485K
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
5.45KNew |
$386K - $446K
|
5.45K
$468K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
5.27K+ 163.46% |
$373K - $431K
|
8.49K
$730K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.17K+ 37.91% |
$366K - $423K
|
18.8K
$1.62M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.16KNew |
$366K - $423K
|
5.16K
$443K
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
4.83KNew |
$342K - $396K
|
4.83K
$415K
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.45KNew |
$315K - $365K
|
4.45K
$383K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.45KNew |
$315K - $364K
|
4.45K
$382K
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.45KNew |
$315K - $364K
|
4.45K
$382K
|
|
Jan 30, 2025
Q4 2024
|
Hickory Asset Management, Inc.
Concord, OH |
BUY
|
- |
4.32KNew |
$306K - $354K
|
4.32K
$371K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.07K+ 130.62% |
$288K - $333K
|
7.18K
$617K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.03K+ 134.15% |
$285K - $330K
|
7.03K
$604K
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
3.47KNew |
$246K - $284K
|
3.47K
$299K
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.47K+ 0.2% |
$246K - $284K
|
1.73M
$148M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.37K+ 6.81% |
$239K - $276K
|
52.9K
$4.55M
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
3.32KNew |
$235K - $272K
|
3.32K
$285K
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.28KNew |
$233K - $269K
|
3.28K
$282K
|
|
Jan 06, 2025
Q4 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
3.25K+ 5.51% |
$230K - $266K
|
62.2K
$5.35M
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
3.21KNew |
$227K - $263K
|
3.21K
$276K
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.19KNew |
$226K - $261K
|
3.19K
$274K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.19K+ 12.71% |
$226K - $261K
|
28.3K
$2.43M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.17K+ 7.2% |
$224K - $259K
|
47.2K
$4.05M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.07KNew |
$218K - $252K
|
3.07K
$264K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.06K+ 16.21% |
$217K - $250K
|
21.9K
$1.88M
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.03KNew |
$215K - $248K
|
3.03K
$261K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.92KNew |
$207K - $239K
|
2.92K
$251K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.86KNew |
$202K - $234K
|
2.86K
$246K
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
2.85KNew |
$202K - $233K
|
2.85K
$245K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.81KNew |
$199K - $230K
|
2.81K
$242K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.76KNew |
$195K - $226K
|
2.76K
$237K
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
2.75KNew |
$195K - $225K
|
2.75K
$236K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.75K+ 29.5% |
$194K - $225K
|
12.1K
$1.04M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.71K+ 11.8% |
$192K - $221K
|
25.6K
$2.2M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.7K+ 34.77% |
$191K - $221K
|
10.5K
$900K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.7KNew |
$191K - $221K
|
2.7K
$232K
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.67KNew |
$189K - $218K
|
2.67K
$229K
|
|
Jan 23, 2025
Q4 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
2.66KNew |
$188K - $218K
|
2.66K
$228K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.66KNew |
$188K - $218K
|
2.66K
$228K
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
2.66KNew |
$188K - $218K
|
2.66K
$228K
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.65KNew |
$188K - $217K
|
2.65K
$228K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.65KNew |
$188K - $217K
|
2.65K
$228K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.64KNew |
$187K - $216K
|
2.64K
$227K
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.63KNew |
$186K - $215K
|
2.63K
$226K
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
2.63KNew |
$186K - $215K
|
2.63K
$226K
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
2.54K+ 75.37% |
$180K - $208K
|
5.92K
$508K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.54K+ 17.62% |
$180K - $208K
|
16.9K
$1.45M
|
|
Jan 15, 2025
Q4 2024
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
2.4K+ 1.78% |
$170K - $197K
|
137K
$11.8M
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.37K+ 11.33% |
$168K - $194K
|
23.3K
$2.01M
|