Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Bank of New York Mellon Corp (BK)  
$56.46 0.03 (0.05%) as of 4:30 Wed 5/1


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 1096    8
Total shares held : 
 640,758,668  
% of shares held : 
 72.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -41  
Amount of shares held : 
 16,471,084  
% of shares held change : 
   1.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $42.07  
Last Quarter's Ending Price : 
 $52.05  
Last Quarter's Average Price : 
 $46.06  
Change from last quarter's     
avg. price to the last closing  : 
10.40 (22.58%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
85
 17,135,330
 2.67%
 
Increased Positions :
369
 29,181,854
 4.55%
 
Unchanged Positions :
224
 4,801,177
 0.75%
 
Decreased Positions :
418
-26,184,355
-4.09%
 
Closed Positions :
77
-3,661,745
-0.57%
 
Guru Positions :
5
59,294,307
 9.25%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 141 *New 2023-12-31 15,633,057 $813,701,000 15,633,057
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210 *New 2023-12-31 300,000 $15,615,000 300,000
   Greystone Financial Group LLC 18 *New 2024-03-31 167,611 $9,658,000 167,611
   U.S. Capital Wealth Advisors LLC 109 *New 2023-12-31 104,327 $5,430,000 104,327
   Signature Wealth Management Group 22 *New 2024-03-31 64,563 $3,634,000 64,563
   Atom Investors LP 55 *New 2023-12-31 51,237 $2,667,000 51,237
   DIVERSIFIED TRUST CO 155 *New 2024-03-31 44,724 $2,577,000 44,724
   MT LUCAS MANAGEMENT CORP 56 *New 2023-12-31 45,917 $2,390,000 45,917
   Morningstar Investment Management LLC 51 *New 2023-12-31 41,042 $2,136,000 41,042
   LGT Fund Management Co Ltd. 61 *New 2023-12-31 31,500 $1,645,000 31,500
   ALLSTATE INVESTMENT MANAGEMENT CO 238 *New 2022-12-31 35,520 $1,617,000 35,520
   ISAM Funds (UK) Ltd 27 *New 2023-12-31 26,109 $1,359,000 26,109
   SageView Advisory Group LLC 184 *New 2023-12-31 21,547 $1,208,000 21,547
   Kula Investments LLC 81 *New 2023-03-31 26,584 $1,208,000 26,584
   Polianta Ltd 33 *New 2024-03-31 20,800 $1,198,000 20,800
   BT Investment Management Ltd 291 *New 2022-12-31 21,866 $995,000 21,866
   NORDEN GROUP LLC 492 *New 2024-03-31 15,093 $870,000 15,093
   WARREN AVERETT ASSET MANAGEMENT, LLC 238 *New 2023-12-31 16,250 $846,000 16,250
   NOMURA HOLDINGS INC 586 *New 2023-12-31 15,530 $808,000 15,530
   Simplicity WealthLLC 585 *New 2024-03-31 13,681 $788,000 13,681
   AVIANCE CAPITAL PARTNERS, LLC 189 *New 2024-03-31 11,000 $634,000 11,000
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 313 *New 2024-03-31 10,344 $596,000 10,344
   Scissortail Wealth Management LLC 88 *New 2023-12-31 10,025 $560,000 10,025
   TORON CAPITAL MARKETS INC. 196 *New 2023-12-31 8,591 $447,000 8,591
   STONNINGTON GROUP LLC 164 *New 2023-03-31 9,500 $439,000 9,500
   Prime Capital Investment Advisors LLC *New 2023-12-31 8,141 $424,000 8,141
   FOUNDERS FINANCIAL SECURITIES LLC 287 *New 2024-03-31 7,032 $405,000 7,032
   ONTARIO TEACHERS PENSION PLAN BOARD 422 *New 2023-12-31 7,625 $397,000 7,625
   BREVAN HOWARD CAPITAL MANAGEMENT LP 578 *New 2023-12-31 6,974 $363,000 6,974
   Clear Creek Financial Management LLC 304 *New 2024-03-31 5,951 $343,000 5,951
   GRIMES & COMPANY INC 258 *New 2024-03-31 5,801 $334,000 5,801
   Vise Technologies Inc. 255 *New 2023-12-31 6,314 $329,000 6,314
   Global Assets Advisory LLC 391 *New 2024-03-31 18,512 $325,000 18,512
   TOWNSQUARE CAPITAL LLC 926 *New 2023-12-31 5,591 $291,000 5,591
   LEDYARD NATIONAL BANK 179 *New 2023-12-31 5,471 $285,000 5,471
   CHARTER TRUST CO 220 *New 2024-03-31 4,934 $284,000 4,934
   PFG Investments LLC 765 *New 2024-03-31 4,856 $280,000 4,856
   Beirne Wealth Consulting Services LLC 111 *New 2023-12-31 5,212 $271,000 5,212
   Prosperity Consulting Group LLC 171 *New 2023-12-31 5,128 $267,000 5,128
   Fundamentun LLC 171 *New 2024-03-31 4,620 $266,000 4,620
   Beverly Hills Private Wealth LLC 272 *New 2023-12-31 5,011 $261,000 5,011
   Change Path LLC 543 *New 2023-12-31 4,939 $257,000 4,939
   Atomi Financial Group Inc. 475 *New 2023-12-31 4,747 $247,000 4,747
   VIRTU FINANCIAL LLC 700 *New 2023-12-31 4,748 $247,000 4,748
   Addison Capital Co 96 *New 2023-12-31 4,717 $246,000 4,717
   Pallas Capital Advisors LLC 383 *New 2024-03-31 4,222 $243,000 4,222
   THOROUGHBRED FINANCIAL SERVICES LLC 521 *New 2023-12-31 4,540 $236,000 4,540
   FSB PREMIER WEALTH MANAGEMENT INC. 154 *New 2023-12-31 4,503 $234,000 4,503
   TRUEPOINT, INC. 208 *New 2023-12-31 4,480 $233,000 4,480
   SAX WEALTH ADVISORS LLC 169 *New 2023-12-31 4,481 $233,000 4,481
   SYON CAPITAL LLC 395 *New 2023-12-31 4,481 $233,000 4,481
   Blueprint Investment Partners LLC 121 *New 2023-12-31 4,448 $232,000 4,448
   Sheaff Brock Investment Advisors LLC 388 *New 2023-12-31 4,400 $229,000 4,400
   OBrien Greene & Co. Inc 120 *New 2023-12-31 4,391 $229,000 4,391
   Borer Denton & Associates Inc. 57 *New 2024-03-31 3,900 $225,000 3,900
   STOCK YARDS BANK & TRUST CO 355 *New 2023-12-31 4,296 $224,000 4,296
   Personal Capital Advisors Corp 443 *New 2022-12-31 4,917 $224,000 4,917
   Pinnacle Wealth Management Advisory Group LLC 301 *New 2023-12-31 4,247 $221,000 4,247
   Northwest Bancshares Inc. 194 *New 2024-03-31 3,825 $220,000 3,825
   Merit Financial Group LLC 703 *New 2023-12-31 4,202 $219,000 4,202
   PEDDOCK CAPITAL ADVISORS LLC 146 *New 2023-12-31 4,180 $218,000 4,180
   GDS Wealth Management 130 *New 2024-03-31 3,777 $218,000 3,777
   Total Clarity Wealth Management Inc. 243 *New 2024-03-31 3,786 $218,000 3,786
   Oliver Luxxe Assets LLC 172 *New 2024-03-31 3,773 $217,000 3,773
   Fiduciary Group LLC 242 *New 2023-12-31 4,162 $217,000 4,162
   OKeefe Stevens Advisory Inc. 61 *New 2024-03-31 3,710 $214,000 3,710
   MEYER HANDELMAN CO 197 *New 2024-03-31 3,696 $213,000 3,696
   Aptus Capital Advisors LLC 533 *New 2023-12-31 4,081 $212,000 4,081
   BRIGHTON JONES LLC 528 *New 2023-12-31 4,030 $210,000 4,030
   Sound View Wealth Advisors Group LLC 357 *New 2023-12-31 4,027 $210,000 4,027
   PEOPLES BANK NATIONAL ASSOCIATION *New 2023-12-31 4,042 $210,000 4,042
   SPINNAKER TRUST 262 *New 2023-12-31 4,020 $209,000 4,020
   RBO & CO LLC 56 *New 2023-12-31 4,000 $208,000 4,000
   Arnhold LLC 114 *New 2023-12-31 4,000 $208,000 4,000
   Strategic Blueprint LLC 571 *New 2024-03-31 3,598 $207,000 3,598
   HUDOCK MOYER WEALTH RESOURCES, LLC *New 2023-12-31 3,966 $206,000 3,966
   Streettalk Advisors LLC 395 *New 2023-12-31 3,946 $205,000 3,946
   Empower Advisory Group LLC 460 *New 2023-12-31 3,933 $205,000 3,933
   FINANCIAL ARCHITECTS INC 307 *New 2023-06-30 4,582 $204,000 4,582
   EVERCORE WEALTH MANAGEMENT, LLC 406 *New 2023-12-31 3,913 $204,000 3,913
   REGATTA CAPITAL GROUP LLC 176 *New 2024-03-31 3,528 $203,000 3,528
   MCKINLEY CARTER WEALTH SERVICES, INC. 293 *New 2024-03-31 3,525 $203,000 3,525
   TWO SIGMA SECURITIES LLC 874 *New 2023-12-31 3,885 $202,000 3,885
   Kuntz Lesher Capital LLC *New 2023-12-31 3,874 $202,000 3,874
   J.W. COLE ADVISORS INC. 758 *New 2023-12-31 3,855 $201,000 3,855
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 706 *New 2024-03-31 16,375 $150,000 16,375
   First Capital Advisors Group LLC. 184 *New 2023-06-30 2,955 $132,000 2,955
   AlphaCentric Advisors LLC 179 *New 2024-03-31 1,830 $105,000 1,830
   Friedenthal Financial 154 *New 2024-03-31 857 $49,000 857
   Kathleen S. Wright Associates Inc. 150 *New 2024-03-31 550 $32,000 550
   Slocum Gordon & Co LLP 97 *New 2023-12-31 500 $26,000 500
   YHB INVESTMENT ADVISORS, INC. 584 *New 2024-03-31 383 $22,000 383
   Rise Advisors LLC 667 *New 2024-03-31 324 $19,000 324
   LifeSteps Financial Inc. 282 *New 2024-03-31 214 $12,000 214
   Quarry LP 991 *New 2023-12-31 217 $11,000 217
   Rocky Mountain Advisers LLC 241 *New 2024-03-31 117 $7,000 117
   Tradewinds Capital Management LLC 344 *New 2024-03-31 100 $6,000 100
   REDMONT WEALTH ADVISORS LLC 293 *New 2024-03-31 56 $3,000 56
   Dunhill Financial LLC 358 *New 2023-12-31 56 $3,000 56
   Scarborough Advisors LLC 592 *New 2023-12-31 46 $2,000 46
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us