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 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.81K+ 14.21% |
$128K - $148K
|
14.5K
$1.25M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.62K+ 1.27% |
$115K - $133K
|
129K
$11.1M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.49K+ 33.42% |
$105K - $122K
|
5.94K
$510K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.36K+ 12.76% |
$96.6K - $112K
|
12.1K
$1.04M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.34KNew |
$94.8K - $110K
|
1.34K
$115K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.29K+ 4.67% |
$91.4K - $106K
|
28.9K
$2.49M
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.26K+ 26.26% |
$88.9K - $103K
|
6.04K
$519K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.25K+ 33.07% |
$88.5K - $102K
|
5.03K
$432K
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
1.09K+ 36.46% |
$77K - $89K
|
4.07K
$350K
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.08K+ 24.13% |
$76.6K - $88.5K
|
5.56K
$478K
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.06K+ 4.5% |
$75.1K - $86.9K
|
24.7K
$2.12M
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.05KNew |
$74.1K - $85.7K
|
1.05K
$90K
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.04KNew |
$73.3K - $84.7K
|
1.04K
$88.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
985+ 18.16% |
$69.8K - $80.6K
|
6.41K
$551K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
966+ 34.04% |
$68.4K - $79.1K
|
3.8K
$327K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
964+ 57.62% |
$68.3K - $78.9K
|
2.64K
$227K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
949+ 11.29% |
$67.2K - $77.7K
|
9.36K
$804K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
897+ 9.12% |
$63.5K - $73.4K
|
10.7K
$923K
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
895+ 4.62% |
$63.4K - $73.3K
|
20.3K
$1.74M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
873+ 10.28% |
$61.8K - $71.5K
|
9.36K
$804K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
857+ 5.14% |
$60.7K - $70.2K
|
17.5K
$1.51M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
837+ 0.94% |
$59.3K - $68.5K
|
90.3K
$7.76M
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
815+ 10.34% |
$57.7K - $66.7K
|
8.69K
$747K
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
786+ 34.81% |
$55.7K - $64.3K
|
3.04K
$262K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
782+ 84.45% |
$55.4K - $64K
|
1.71K
$147K
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
735New |
$52.1K - $60.2K
|
735
$63.2K
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
700+ 2.64% |
$49.6K - $57.3K
|
27.2K
$2.34M
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
634New |
$44.9K - $51.9K
|
634
$54.5K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
624+ 27.1% |
$44.2K - $51.1K
|
2.93K
$252K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
585+ 342.11% |
$41.4K - $47.9K
|
756
$65K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
580+ 5.44% |
$41.1K - $47.5K
|
11.2K
$966K
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
568+ 9.92% |
$40.2K - $46.5K
|
6.29K
$541K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
549+ 1.33% |
$38.9K - $44.9K
|
41.8K
$3.59M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
513+ 14.07% |
$36.3K - $42K
|
4.16K
$357K
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
494+ 3.19% |
$35K - $40.4K
|
16K
$1.37M
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
489+ 42.63% |
$34.6K - $40K
|
1.64K
$141K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
482+ 113.95% |
$34.1K - $39.5K
|
905
$77.8K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
470+ 0.95% |
$33.3K - $38.5K
|
49.7K
$4.27M
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
468+ 9.51% |
$33.1K - $38.3K
|
5.39K
$463K
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
464+ 5.33% |
$32.9K - $38K
|
9.16K
$787K
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
439+ 5.48% |
$31.1K - $35.9K
|
8.45K
$726K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
431+ 7.26% |
$30.5K - $35.3K
|
6.37K
$547K
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
BUY
|
- |
430+ 0.53% |
$30.5K - $35.2K
|
81.5K
$7.01M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
414+ 6.21% |
$29.3K - $33.9K
|
7.08K
$609K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 4.35% |
$28.3K - $32.7K
|
9.59K
$824K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
393+ 7.71% |
$27.8K - $32.2K
|
5.49K
$472K
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
357+ 3.18% |
$25.3K - $29.2K
|
11.6K
$997K
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
352+ 1.16% |
$24.9K - $28.8K
|
30.8K
$2.64M
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
319+ 1.4% |
$22.6K - $26.1K
|
23K
$1.98M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
300New |
$21.2K - $24.6K
|
300
$25.8K
|