Bank of New York Mellon Ownership 2024 | Who Owns Bank of New York Mellon Now?
Institutional Ownership
82.17%
Insider Ownership
0.16%
Retail Ownership
17.67%
Institutional Holders
1.23K
Bank of New York Mellon Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.59% | 0.08% | 72,576,741 | -706,286 | -0.96% | 4,346,621,042 | Jun 30, 2024 |
| BLACKROCK INC. | 8.44% | 0.09% | 63,912,401 | 313,115 | 0.49% | 3,827,713,682 | Jun 30, 2024 |
| DODGE & COX | 7.24% | 1.97% | 54,771,782 | -636,103 | -1.15% | 3,280,282,024 | Jun 30, 2024 |
| STATE STREET CORP | 4.31% | 0.09% | 32,654,498 | 15,930 | 0.05% | 1,955,677,885,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.34% | 0.09% | 17,730,821 | 186,046 | 1.06% | 1,059,071,617 | Jun 30, 2024 |
| ARTISAN PARTNERS LIMITED PARTNERSHIP | 2.29% | 1.55% | 17,305,355 | 5,047 | 0.03% | 1,036,417,711 | Jun 30, 2024 |
| NORGES BANK | 2.25% | 0.15% | 17,025,669 | 17,025,669 | 100.00% | 1,019,667,316 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 2.08% | 2.11% | 15,710,928 | -300,093 | -1.87% | 940,927,499 | Jun 30, 2024 |
| FMR LLC | 1.43% | 0.04% | 10,826,318 | -2,040,586 | -15.86% | 648,388,181 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.38% | 0.17% | 10,416,436 | 421,161 | 4.21% | 623,890,608 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.33% | 0.18% | 10,057,137 | -2,381 | -0.02% | 602,321,935 | Jun 30, 2024 |
| HARRIS ASSOCIATES L P | 1.29% | 0.99% | 9,781,070 | 527,397 | 5.70% | 585,788,295 | Jun 30, 2024 |
| AMUNDI | 1.21% | 0.21% | 9,135,971 | -160,471 | -1.73% | 552,452,167 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.13% | 0.31% | 8,529,132 | -621,569 | -6.79% | 510,809,762 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.11% | 0.08% | 8,413,441 | -188,154 | -2.19% | 503,880,981,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 1.10% | 0.12% | 8,327,434 | -148,726 | -1.75% | 498,730,007 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 1.08% | 0.49% | 8,192,345 | 179,503 | 2.24% | 490,639,542 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.06% | 0.11% | 8,058,064 | 97,286 | 1.22% | 482,597,312 | Jun 30, 2024 |
| MORGAN STANLEY | 1.05% | 0.04% | 7,938,517 | 67,145 | 0.85% | 475,438,007 | Jun 30, 2024 |
| LSV ASSET MANAGEMENT | 1.00% | 0.99% | 7,569,133 | 286,820 | 3.94% | 453,315,000 | Jun 30, 2024 |
Bank of New York Mellon's largest institutional shareholder is VANGUARD GROUP INC, holding 9.59% of the company's total share outstanding, currently valued at $4.35B. The top 10 institutional shareholders own together 41.34% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TAM CAPITAL MANAGEMENT INC. | 0.10% | 26.86% | 747,149 | -157,977 | -17.45% | 44,746,753 | Jun 30, 2024 |
| LFL ADVISERS, LLC | 0.05% | 9.28% | 393,740 | -2,910 | -0.73% | 23,581,089 | Jun 30, 2024 |
| BIECHELE ROYCE ADVISORS | 0.04% | 6.82% | 337,388 | -466 | -0.14% | 20,206,000 | Jun 30, 2024 |
| BLUEMAR CAPITAL MANAGEMENT, LLC | 0.00% | 4.02% | 32,191 | -5,173 | -13.84% | 1,927,919 | Jun 30, 2024 |
| GARLAND CAPITAL MANAGEMENT INC | 0.01% | 4.00% | 94,565 | -1,437 | -1.50% | 5,663,498 | Jun 30, 2024 |
| MATRIX ASSET ADVISORS INC/NY | 0.07% | 3.72% | 519,734 | -6,722 | -1.28% | 31,127,000 | Jun 30, 2024 |
| CORDA INVESTMENT MANAGEMENT, LLC. | 0.10% | 3.71% | 761,953 | -18,773 | -2.40% | 45,633,381 | Jun 30, 2024 |
| MATTHEW GOFF INVESTMENT ADVISOR, LLC | 0.04% | 3.48% | 284,449 | 3,336 | 1.19% | 17,035,650 | Jun 30, 2024 |
| WESTCHESTER CAPITAL MANAGEMENT, INC. | 0.03% | 2.91% | 192,500 | -1,957 | -1.01% | 11,528,825 | Jun 30, 2024 |
| GALVIN, GAUSTAD & STEIN, LLC | 0.07% | 2.79% | 501,313 | -7,635 | -1.50% | 30,023,620 | Jun 30, 2024 |
| LEVIN CAPITAL STRATEGIES, L.P. | 0.06% | 2.73% | 436,873 | -15,538 | -3.43% | 26,164,324 | Jun 30, 2024 |
| DAVIS SELECTED ADVISERS | 0.98% | 2.59% | 7,450,908 | -2,832,527 | -27.54% | 446,234,852 | Jun 30, 2024 |
| EDGAR LOMAX CO/VA | 0.09% | 2.57% | 661,449 | -11,730 | -1.74% | 39,614,181 | Jun 30, 2024 |
| SABAL TRUST CO | 0.09% | 2.48% | 694,783 | -15,497 | -2.18% | 41,610,554 | Jun 30, 2024 |
| INTRINSIC VALUE PARTNERS, LLC | 0.01% | 2.46% | 39,440 | -551 | -1.38% | 2,362,062 | Jun 30, 2024 |
| HILLMAN CAPITAL MANAGEMENT, INC. | 0.01% | 2.37% | 112,230 | -23,499 | -17.31% | 6,721,455 | Jun 30, 2024 |
| BOYAR ASSET MANAGEMENT INC. | 0.01% | 2.33% | 56,592 | 3 | 0.01% | 3,389,292 | Jun 30, 2024 |
| GOULD CAPITAL, LLC | 0.01% | 2.30% | 54,365 | -1,032 | -1.86% | 3,255,916 | Jun 30, 2024 |
| MILLER HOWARD INVESTMENTS INC /NY | 0.14% | 2.17% | 1,090,881 | -17,332 | -1.56% | 65,332,883 | Jun 30, 2024 |
| GRAPHENE INVESTMENTS SAS | 0.01% | 2.14% | 56,900 | -6,200 | -9.83% | 3,407,741 | Jun 30, 2024 |
The largest Bank of New York Mellon shareholder by % of total assets is TAM CAPITAL MANAGEMENT INC.. The company owns 747.15K shares of Bank of New York Mellon (BK), representing 26.86% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 2.25% | 0.15% | 17,025,669 | 17,025,669 | 100.00% | 1,019,667,316 | Jun 30, 2024 |
| FAYEZ SAROFIM & CO | 0.41% | 0.51% | 3,131,321 | 2,993,255 | 2167.99% | 187,534,815 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.64% | 0.03% | 4,876,849 | 2,673,789 | 121.37% | 292,074,459 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.23% | 0.18% | 1,751,587 | 1,742,224 | 18607.54% | 104,902,545 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.35% | 0.21% | 2,631,213 | 1,311,969 | 99.45% | 157,583,346 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.48% | 0.10% | 3,618,765 | 1,285,415 | 55.09% | 216,727,834 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.86% | 0.11% | 6,516,114 | 1,165,021 | 21.77% | 390,250,066 | Jun 30, 2024 |
| PANAGORA ASSET MANAGEMENT INC | 0.14% | 0.31% | 1,037,806 | 1,020,906 | 6040.86% | 62,154,201 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.59% | 0.24% | 4,472,327 | 1,013,312 | 29.29% | 267,848,000 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.13% | 0.32% | 955,811 | 909,987 | 1985.83% | 57,243,000 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.16% | 0.07% | 1,204,427 | 745,713 | 162.57% | 72,133,135 | Jun 30, 2024 |
| BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 0.16% | 0.19% | 1,216,146 | 574,319 | 89.48% | 72,835,000 | Jun 30, 2024 |
| HARRIS ASSOCIATES L P | 1.29% | 0.99% | 9,781,070 | 527,397 | 5.70% | 585,788,295 | Jun 30, 2024 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 0.09% | 0.24% | 645,811 | 526,249 | 440.15% | 38,677,621 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.20% | 0.11% | 1,520,638 | 516,736 | 51.47% | 91,070,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.96% | 0.11% | 7,252,925 | 454,151 | 6.68% | 434,369,749 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 1.38% | 0.17% | 10,416,436 | 421,161 | 4.21% | 623,890,608 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.16% | 0.29% | 1,177,701 | 381,895 | 47.99% | 70,532,513 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.21% | 0.15% | 1,624,167 | 381,394 | 30.69% | 96,849,044 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.06% | 0.14% | 425,216 | 378,369 | 807.67% | 25,466,187 | Jun 30, 2024 |
As of Jun 30 2024, Bank of New York Mellon's largest institutional buyer is NORGES BANK. The company purchased 17.03M stocks of BK, valued at $1.02B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 0.02% | 0.01% | 143,897 | -3,770,212 | -96.32% | 8,618,000 | Jun 30, 2024 |
| DAVIS SELECTED ADVISERS | 0.98% | 2.59% | 7,450,908 | -2,832,527 | -27.54% | 446,234,852 | Jun 30, 2024 |
| FMR LLC | 1.43% | 0.04% | 10,826,318 | -2,040,586 | -15.86% | 648,388,181 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.07% | 0.01% | 507,102 | -1,906,467 | -78.99% | 30,370,339 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.01% | 0.01% | 91,192 | -1,538,478 | -94.40% | 5,461,489 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.81% | 1.28% | 6,131,893 | -1,175,825 | -16.09% | 367,239,072 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.10% | 0.01% | 738,237 | -1,033,894 | -58.34% | 44,213,013 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.02% | 0.00% | 116,098 | -840,858 | -87.87% | 6,953,109 | Jun 30, 2024 |
| ZACKS INVESTMENT MANAGEMENT | - | - | - | -834,802 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.59% | 0.08% | 72,576,741 | -706,286 | -0.96% | 4,346,621,042 | Jun 30, 2024 |
| DODGE & COX | 7.24% | 1.97% | 54,771,782 | -636,103 | -1.15% | 3,280,282,024 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 1.13% | 0.31% | 8,529,132 | -621,569 | -6.79% | 510,809,762 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.11% | 0.05% | 808,737 | -588,852 | -42.13% | 48,435,259 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.61% | 0.05% | 4,595,098 | -522,235 | -10.21% | 275,200,468 | Jun 30, 2024 |
| CIBC WORLD MARKETS CORP | 0.02% | 0.06% | 143,764 | -497,937 | -77.60% | 8,610,026 | Jun 30, 2024 |
| AUSTRALIANSUPER PTY LTD | - | - | - | -496,893 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.45% | 0.06% | 3,386,516 | -414,705 | -10.91% | 202,817,000 | Jun 30, 2024 |
| VOYA INVESTMENT MANAGEMENT LLC | 0.19% | 0.10% | 1,436,833 | -324,907 | -18.44% | 86,051,930 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.02% | 0.01% | 181,776 | -316,675 | -63.53% | 10,886,565 | Jun 30, 2024 |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 2.08% | 2.11% | 15,710,928 | -300,093 | -1.87% | 940,927,499 | Jun 30, 2024 |
As of Jun 30 2024, Bank of New York Mellon's biggest institutional seller is VAN ECK ASSOCIATES CORP. The company sold -3.77M shares of BK, valued at $8.62M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 2.25% | 0.15% | 17,025,669 | 17,025,669 | 100.00% | 1,019,667,316 | Jun 30, 2024 |
| WINTON GROUP LTD | 0.04% | 1.36% | 335,680 | 335,680 | 100.00% | 20,103,875 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.04% | 0.05% | 304,100 | 304,100 | 100.00% | 18,212,523 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.07% | 209,291 | 209,291 | 100.00% | 12,534,438 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.14% | 203,627 | 203,627 | 100.00% | 12,195,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.02% | 128,082 | 128,082 | 100.00% | 7,670,831 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.01% | 0.23% | 95,792 | 95,792 | 100.00% | 5,728,361 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.01% | 0.26% | 94,706 | 94,706 | 100.00% | 5,671,942 | Jun 30, 2024 |
| PATTON FUND MANAGEMENT, INC. | 0.01% | 1.06% | 83,909 | 83,909 | 100.00% | 5,025,310 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.01% | 0.04% | 61,915 | 61,915 | 100.00% | 3,708,089 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.08% | 57,664 | 57,664 | 100.00% | 3,453,497 | Jun 30, 2024 |
| J. SAFRA SARASIN HOLDING AG | 0.01% | 0.06% | 56,739 | 56,739 | 100.00% | 3,398,099 | Jun 30, 2024 |
| PROMETHOS CAPITAL, LLC | 0.01% | 1.28% | 56,485 | 56,485 | 100.00% | 3,382,887 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.07% | 54,850 | 54,850 | 100.00% | 3,284,967 | Jun 30, 2024 |
| CHASE INVESTMENT COUNSEL CORP | 0.01% | 1.16% | 51,322 | 51,322 | 100.00% | 3,339,000 | Jun 30, 2024 |
| CONGRESS WEALTH MANAGEMENT LLC / DE / | 0.01% | 0.05% | 50,762 | 50,762 | 100.00% | 3,040,135 | Jun 30, 2024 |
| TRILOGY CAPITAL INC. | 0.01% | 0.15% | 46,137 | 46,137 | 100.00% | 2,763,145 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.01% | 0.01% | 42,100 | 42,100 | 100.00% | 2,521,369 | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | 0.01% | 0.84% | 40,204 | 40,204 | 100.00% | 2,407,818 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.00% | 0.01% | 35,452 | 35,452 | 100.00% | 2,123,000 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.00% | 0.01% | 28,600 | 28,600 | 100.00% | 1,712,854 | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | 0.00% | 0.47% | 28,200 | 28,200 | 100.00% | 1,688,898 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.00% | 0.44% | 26,229 | 26,229 | 100.00% | 1,570,855 | Jun 30, 2024 |
| AXIOM ADVISORY, LLC | 0.00% | 0.02% | 25,200 | 25,200 | 100.00% | 1,458,192 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.00% | 0.06% | 24,443 | 24,443 | 100.00% | 1,455,028 | Jun 30, 2024 |
| LIVE OAK INVESTMENT PARTNERS | 0.00% | 1.16% | 23,390 | 23,390 | 100.00% | 1,400,851 | Jun 30, 2024 |
| 0.00% | 0.04% | 23,389 | 23,389 | 100.00% | 1,400,753 | Jun 30, 2024 | |
| GROUPAMA ASSET MANAGMENT | 0.00% | 0.02% | 22,912 | 22,912 | 100.00% | 1,372,200 | Jun 30, 2024 |
| COWEN AND COMPANY, LLC | 0.00% | 0.00% | 22,400 | 22,400 | 100.00% | 10,067 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.00% | 0.00% | 21,900 | 21,900 | 100.00% | 1,311,591 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.03% | 16,900 | 16,900 | 100.00% | 1,012,141 | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | 0.00% | 0.00% | 16,600 | 16,600 | 100.00% | 994,174 | Jun 30, 2024 |
| 0.00% | 0.57% | 14,661 | 14,661 | 100.00% | 878,047 | Jun 30, 2024 | |
| MIZUHO MARKETS AMERICAS LLC | 0.00% | 0.02% | 12,915 | 12,915 | 100.00% | 773,479 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.05% | 12,766 | 12,766 | 100.00% | 764,556 | Jun 30, 2024 |
| APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.03% | 12,503 | 12,503 | 100.00% | 748,805 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.00% | 0.02% | 12,300 | 12,300 | 100.00% | 736,647 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.10% | 10,680 | 10,680 | 100.00% | 639,625 | Jun 30, 2024 |
| 0.00% | 0.17% | 10,442 | 10,442 | 100.00% | 625,378 | Jun 30, 2024 | |
| WILLIAMS FINANCIAL, LLC | 0.00% | 0.15% | 10,392 | 10,392 | 100.00% | 586,507 | Jun 30, 2024 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 0.00% | 0.25% | 10,196 | 10,196 | 100.00% | 610,635 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.00% | 0.10% | 9,939 | 9,939 | 100.00% | 595,247 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | 0.00% | 0.53% | 9,863 | 9,863 | 100.00% | 590,666 | Jun 30, 2024 |
| CSS LLC/IL | 0.00% | 0.03% | 9,600 | 9,600 | 100.00% | 574,944 | Jun 30, 2024 |
| LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.01% | 9,325 | 9,325 | 100.00% | 558,474 | Jun 30, 2024 |
| ALETHEA CAPITAL MANAGEMENT, LLC | 0.00% | 0.41% | 8,990 | 8,990 | 100.00% | 538,411 | Jun 30, 2024 |
| COWEN AND COMPANY, LLC | 0.00% | 0.01% | 7,500 | 7,500 | 100.00% | 449,175 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.11% | 6,732 | 6,732 | 100.00% | 437,715 | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | 0.00% | 0.12% | 5,597 | 5,597 | 100.00% | 335,000 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.00% | 0.02% | 5,511 | 5,511 | 100.00% | 330,054 | Jun 30, 2024 |
| CABLE HILL PARTNERS, LLC | 0.00% | 0.03% | 5,093 | 5,093 | 100.00% | 305,020 | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | 0.00% | 0.03% | 5,038 | 5,038 | 100.00% | 301,000 | Jun 30, 2024 |
| M HOLDINGS SECURITIES, INC. | 0.00% | 0.03% | 4,326 | 4,326 | 100.00% | 259,000 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.00% | 0.03% | 4,293 | 4,293 | 100.00% | 257,000 | Jun 30, 2024 |
| RESONANT CAPITAL ADVISORS, LLC | 0.00% | 0.02% | 4,228 | 4,228 | 100.00% | 253,215 | Jun 30, 2024 |
| GM ADVISORY GROUP, INC. | 0.00% | 0.01% | 3,867 | 3,867 | 100.00% | 231,595 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.00% | 0.01% | 3,847 | 3,847 | 100.00% | 230,410 | Jun 30, 2024 |
| BAADER BANK AKTIENGESELLSCHAFT | 0.00% | 0.01% | 3,661 | 3,661 | 100.00% | 219,257 | Jun 30, 2024 |
| TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC | 0.00% | 0.19% | 3,601 | 3,601 | 100.00% | 215,664 | Jun 30, 2024 |
| BLACKDIAMOND WEALTH MANAGEMENT INC. | 0.00% | 0.15% | 3,565 | 3,565 | 100.00% | 226,057 | Jun 30, 2024 |
| AUSTIN PRIVATE WEALTH, LLC | 0.00% | 0.02% | 3,553 | 3,553 | 100.00% | 212,789 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.01% | 3,500 | 3,500 | 100.00% | 209,615 | Jun 30, 2024 |
| ADVISORS CAPITAL MANAGEMENT, LLC | 0.00% | 0.00% | 3,492 | 3,492 | 100.00% | 209,000 | Jun 30, 2024 |
| ELLSWORTH ADVISORS, LLC | 0.00% | 0.06% | 3,463 | 3,463 | 100.00% | 207,412 | Jun 30, 2024 |
| HOWARD CAPITAL MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 3,387 | 3,387 | 100.00% | 202,847 | Jun 30, 2024 |
| BILL FEW ASSOCIATES, INC. | 0.00% | 0.08% | 3,384 | 3,384 | 100.00% | 202,647 | Jun 30, 2024 |
| HERITAGE TRUST CO | 0.00% | 0.03% | 3,341 | 3,341 | 100.00% | 200,095 | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | 0.00% | 0.03% | 3,321 | 3,321 | 100.00% | 204,906 | Jun 30, 2024 |
| STABLEPOINT PARTNERS, LLC | 0.00% | 0.04% | 3,267 | 3,267 | 100.00% | 211,016 | Jun 30, 2024 |
| ONE RIVER ASSET MANAGEMENT, LLC | 0.00% | 0.01% | 3,000 | 3,000 | 100.00% | 179,670 | Jun 30, 2024 |
| ONE RIVER ASSET MANAGEMENT, LLC | 0.00% | 0.01% | 2,900 | 2,900 | 100.00% | 173,681 | Jun 30, 2024 |
| 0.00% | 0.10% | 2,329 | 2,329 | 100.00% | 139,470 | Jun 30, 2024 | |
| 0.00% | 0.08% | 2,108 | 2,108 | 100.00% | 126,248 | Jun 30, 2024 | |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 0.00% | 0.00% | 1,806 | 1,806 | 100.00% | 108,000 | Jun 30, 2024 |
| ROWLAND & CO INVESTMENT COUNSEL/ADV | 0.00% | 0.02% | 1,678 | 1,678 | 100.00% | 100,495 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.02% | 1,586 | 1,586 | 100.00% | 94,986 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.02% | 1,000 | 1,000 | 100.00% | 59,890 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | 0.00% | 0.02% | 700 | 700 | 100.00% | 41,923 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 697 | 697 | 100.00% | 41,744 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.01% | 672 | 672 | 100.00% | 40,244 | Jun 30, 2024 |
| CLEARSTEAD TRUST, LLC | 0.00% | 0.01% | 541 | 541 | 100.00% | 32,401 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.02% | 505 | 505 | 100.00% | 30,244 | Jun 30, 2024 |
| GREAT LAKES RETIREMENT, INC. | 0.00% | 0.00% | 464 | 464 | 100.00% | 27,789 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 405 | 405 | 100.00% | 24,256 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | 0.00% | - | 403 | 403 | 100.00% | 64 | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | - | 0.01% | 300 | 300 | 100.00% | 17,000 | Jun 30, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | - | 0.00% | 201 | 201 | 100.00% | 12,038 | Jun 30, 2024 |
| IAG WEALTH PARTNERS, LLC | - | 0.00% | 103 | 103 | 100.00% | 6,169 | Jun 30, 2024 |
| AMERICAN NATIONAL BANK | - | 0.00% | 96 | 96 | 100.00% | 5,749 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.00% | 64 | 64 | 100.00% | 3,833 | Jun 30, 2024 |
| ESL TRUST SERVICES, LLC | - | 0.00% | 53 | 53 | 100.00% | 3,174 | Jun 30, 2024 |
| RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 52 | 52 | 100.00% | 3,114 | Jun 30, 2024 |
| SOUTHSTATE CORP | - | 0.00% | 47 | 47 | 100.00% | 2,815 | Jun 30, 2024 |
| PRIVATE OCEAN, LLC | - | 0.00% | 40 | 40 | 100.00% | 2,396 | Jun 30, 2024 |
| CREWE ADVISORS LLC | - | 0.00% | 32 | 32 | 100.00% | 1,917 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 28 | 28 | 100.00% | 1,677 | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | 0.00% | 23 | 23 | 100.00% | 1,378 | Jun 30, 2024 |
Bank of New York Mellon's largest new institutional shareholder by number of shares is NORGES BANK, purchased 17.03M shares, valued at $1.02B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT | - | - | - | -834,802 | -100.00% | - | Jun 30, 2024 |
| AUSTRALIANSUPER PTY LTD | - | - | - | -496,893 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -252,805 | -100.00% | - | Jun 30, 2024 |
| SMITH GROUP ASSET MANAGEMENT, LLC | - | - | - | -250,400 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -217,546 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -143,700 | -100.00% | - | Jun 30, 2024 |
| SCOTIA CAPITAL INC. | - | - | - | -112,140 | -100.00% | - | Jun 30, 2024 |
| PORTLAND INVESTMENT COUNSEL INC. | - | - | - | -110,700 | -100.00% | - | Jun 30, 2024 |
| JUPITER ASSET MANAGEMENT LTD | - | - | - | -105,632 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -98,394 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -97,153 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -95,877 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -89,900 | -100.00% | - | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -79,137 | -100.00% | - | Jun 30, 2024 |
| ARJUNA CAPITAL | - | - | - | -74,146 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -73,780 | -100.00% | - | Jun 30, 2024 |
| ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD | - | - | - | -50,500 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -45,100 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -40,723 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -39,300 | -100.00% | - | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | - | - | - | -37,190 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -34,900 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -34,339 | -100.00% | - | Jun 30, 2024 |
| DEAN CAPITAL MANAGEMENT | - | - | - | -31,432 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -30,626 | -100.00% | - | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | - | - | - | -30,007 | -100.00% | - | Jun 30, 2024 |
| CAPROCK GROUP, LLC | - | - | - | -26,442 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -24,229 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -22,594 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -22,321 | -100.00% | - | Jun 30, 2024 |
| POLIANTA LTD | - | - | - | -20,800 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -20,244 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -18,512 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -18,135 | -100.00% | - | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | - | - | - | -16,800 | -100.00% | - | Jun 30, 2024 |
| MONOGRAPH WEALTH ADVISORS, LLC | - | - | - | -16,000 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -15,093 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -14,827 | -100.00% | - | Jun 30, 2024 |
| UNIGESTION HOLDING SA | - | - | - | -11,534 | -100.00% | - | Jun 30, 2024 |
| IMC-CHICAGO, LLC | - | - | - | -11,222 | -100.00% | - | Jun 30, 2024 |
| MACHINA CAPITAL S.A.S. | - | - | - | -10,943 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -10,632 | -100.00% | - | Jun 30, 2024 |
| HILLSDALE INVESTMENT MANAGEMENT INC. | - | - | - | -10,300 | -100.00% | - | Jun 30, 2024 |
| SUTTON PLACE INVESTORS LLC | - | - | - | -10,101 | -100.00% | - | Jun 30, 2024 |
| FIRST TRUST INVESTMENT SOLUTIONS L.P. | - | - | - | -9,542 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -8,880 | -100.00% | - | Jun 30, 2024 |
| WRIGHT INVESTORS SERVICE INC | - | - | - | -8,669 | -100.00% | - | Jun 30, 2024 |
| OAK THISTLE LLC | - | - | - | -8,561 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -8,154 | -100.00% | - | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | - | - | - | -7,930 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -7,117 | -100.00% | - | Jun 30, 2024 |
| ANGELES INVESTMENT ADVISORS, LLC | - | - | - | -6,554 | -100.00% | - | Jun 30, 2024 |
| HSBC HOLDINGS PLC | - | - | - | -6,300 | -100.00% | - | Jun 30, 2024 |
| OVERSEA-CHINESE BANKING CORP LTD | - | - | - | -5,468 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -5,400 | -100.00% | - | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | - | - | - | -4,938 | -100.00% | - | Jun 30, 2024 |
| ASB CONSULTORES, LLC | - | - | - | -4,828 | -100.00% | - | Jun 30, 2024 |
| MERITAGE GROUP LP | - | - | - | -4,726 | -100.00% | - | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -4,513 | -100.00% | - | Jun 30, 2024 |
| MARSHALL FINANCIAL GROUP LLC | - | - | - | -4,217 | -100.00% | - | Jun 30, 2024 |
| WRAPMANAGER INC | - | - | - | -4,209 | -100.00% | - | Jun 30, 2024 |
| QUINN OPPORTUNITY PARTNERS LLC | - | - | - | -4,150 | -100.00% | - | Jun 30, 2024 |
| VERDAD ADVISERS, LP | - | - | - | -4,148 | -100.00% | - | Jun 30, 2024 |
| LGT FINANCIAL ADVISORS LLC | - | - | - | -4,135 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH ADVISORS, LLC | - | - | - | -4,049 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -3,960 | -100.00% | - | Jun 30, 2024 |
| INSIGNEO ADVISORY SERVICES, LLC | - | - | - | -3,794 | -100.00% | - | Jun 30, 2024 |
| TOTAL CLARITY WEALTH MANAGEMENT, INC. | - | - | - | -3,786 | -100.00% | - | Jun 30, 2024 |
| GDS WEALTH MANAGEMENT | - | - | - | -3,777 | -100.00% | - | Jun 30, 2024 |
| TYCHE WEALTH PARTNERS LLC | - | - | - | -3,764 | -100.00% | - | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC WEALTH, LLC | - | - | - | -3,511 | -100.00% | - | Jun 30, 2024 |
| GREAT DIAMOND PARTNERS, LLC | - | - | - | -3,482 | -100.00% | - | Jun 30, 2024 |
| HAVERFORD TRUST CO | - | - | - | -3,047 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -2,689 | -100.00% | - | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | - | - | - | -2,500 | -100.00% | - | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | - | - | - | -1,840 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -1,681 | -100.00% | - | Jun 30, 2024 |
| UNITED COMMUNITY BANK | - | - | - | -1,634 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -1,400 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -1,320 | -100.00% | - | Jun 30, 2024 |
| DENALI ADVISORS LLC | - | - | - | -1,235 | -100.00% | - | Jun 30, 2024 |
| FRIEDENTHAL FINANCIAL | - | - | - | -857 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -399 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -383 | -100.00% | - | Jun 30, 2024 |
| GLOBAL X JAPAN CO., LTD. | - | - | - | -306 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -295 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -214 | -100.00% | - | Jun 30, 2024 |
| HERITAGE WEALTH ADVISORS | - | - | - | -180 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -134 | -100.00% | - | Jun 30, 2024 |
| ROCKY MOUNTAIN ADVISERS, LLC | - | - | - | -117 | -100.00% | - | Jun 30, 2024 |
| STONE HOUSE INVESTMENT MANAGEMENT, LLC | - | - | - | -89 | -100.00% | - | Jun 30, 2024 |
| PSI ADVISORS, LLC | - | - | - | -55 | -100.00% | - | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | - | -35 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -30 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Bank of New York Mellon's largest sold out institutional shareholder by shares sold is ZACKS INVESTMENT MANAGEMENT, sold -0.83M shares, valued at -, as of undefined.
Bank of New York Mellon Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| HIGHLAND FUNDS II | 67.58% | 1,000,000 | - | - | Dec 31, 2023 |
| Manager Directed Portfolios | 55.18% | 9,036,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 9.58% | 5,000,000 | - | - | Mar 31, 2024 |
| Matrix Advisors Funds Trust | 6.78% | 37,000 | 100 | 0.27% | Mar 31, 2024 |
| MATRIX ADVISORS VALUE FUND INC | 6.53% | 40,000 | - | - | Mar 31, 2024 |
| Clough Funds Trust | 5.88% | 243,000 | - | - | Jan 31, 2023 |
| Clough Global Dividend & Income Fund | 5.57% | 585,000 | - | - | Jan 31, 2024 |
| Clough Global Opportunities Fund | 5.05% | 2,000,000 | - | - | Jan 31, 2024 |
| BARRETT OPPORTUNITY FUND, INC. | 4.61% | 62,311 | - | - | Aug 31, 2023 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 4.11% | 86,419,000 | -2,050,000 | -2.32% | Mar 31, 2024 |
| HIGHLAND FUNDS II | 3.38% | 50,000 | - | - | Dec 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS IV | 2.95% | 3,445,000 | - | - | Mar 28, 2024 |
| Clipper Funds Trust | 2.85% | 1,060,983 | -35,130 | -3.20% | Dec 31, 2023 |
| PARNASSUS FUNDS | 2.65% | 3,975,054 | -826,770 | -17.22% | Mar 31, 2024 |
| GABELLI VALUE 25 FUND INC | 2.44% | 185,000 | - | - | Dec 29, 2023 |
| DAVIS VARIABLE ACCOUNT FUND INC | 2.35% | 128,480 | -2,260 | -1.73% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 2.30% | 1,200,000 | - | - | Mar 31, 2024 |
| HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST | 2.23% | 100,000 | 100,000 | - | Dec 31, 2020 |
| 2nd Vote Funds | 2.04% | 19,342 | - | - | Jun 30, 2023 |
| PIONEER SERIES TRUST XI | 2.04% | 1,025,084 | -188,436 | -15.53% | Mar 28, 2024 |
| DELAWARE VIP TRUST | 1.94% | 6,990,000 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| SELECTED AMERICAN SHARES INC | 1.89% | 1,172,595 | -56,130 | -4.57% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 1.86% | 969,000 | - | - | Mar 31, 2024 |
| PIONEER EQUITY INCOME FUND | 1.83% | 406,426 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.68% | 875,000 | - | - | Mar 31, 2024 |
| AllianzGI Institutional Multi-Series Trust | 1.66% | 200,000 | - | - | Sep 30, 2020 |
| Nuveen Preferred & Income Securities Fund | 1.59% | 35,600,000 | - | - | Oct 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 1.58% | 825,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.58% | 825,000 | - | - | Mar 31, 2024 |
| John Hancock Collateral Trust | 1.56% | 15,000,000 | - | - | Sep 30, 2021 |
| VANGUARD VALLEY FORGE FUNDS | 1.53% | 800,000 | - | - | Mar 31, 2024 |
| John Hancock Collateral Trust | 1.43% | 13,737,000 | - | - | Sep 30, 2021 |
| DAVIS NEW YORK VENTURE FUND INC | 1.42% | 3,809,207 | -247,510 | -6.10% | Jan 31, 2024 |
| UBS Series Funds | 1.40% | 6,000,000 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 1.38% | 16,901,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 1.36% | 28,615,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.25% | 650,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.25% | 650,000 | - | - | Mar 31, 2024 |
| GABELLI CAPITAL SERIES FUNDS INC | 1.24% | 37,000 | - | - | Dec 29, 2023 |
| 360 Funds | 1.21% | 250,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
| BlackRock Enhanced Government Fund, Inc. | 1.13% | 175,000 | - | - | Mar 31, 2024 |
| Calamos Long/Short Equity & Dynamic Income Trust | 1.12% | 1,560,000 | - | - | Jan 31, 2024 |
| Davis Fundamental ETF Trust | 1.11% | 497,601 | 9,330 | 1.91% | Jan 31, 2024 |
| AMG Funds II | 1.10% | 491,000 | - | - | Mar 28, 2024 |
| DELAWARE GROUP EQUITY FUNDS II | 1.04% | 1,672,586 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.03% | 539,799 | - | - | Mar 31, 2024 |
| GABELLI ASSET FUND | 1.02% | 363,400 | - | - | Dec 29, 2023 |
| Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | 0.99% | 1,811,000 | - | - | Jan 31, 2024 |
| MFS INTERMEDIATE INCOME TRUST | 0.96% | 3,446,000 | - | - | Jan 31, 2024 |
| DAVIS SERIES INC | 0.93% | 1,067,071 | -56,180 | -5.00% | Dec 31, 2023 |
| Spinnaker ETF Series | 0.91% | 350,000 | - | - | Mar 31, 2024 |
| Calamos Long/Short Equity & Dynamic Income Trust | 0.90% | 1,247,000 | - | - | Jan 31, 2024 |
| COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.88% | 388,000 | - | - | Dec 31, 2023 |
| Nuveen Preferred & Income Opportunities Fund | 0.86% | 27,600,000 | 27,600,000 | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.84% | 10,285,000 | 3,100,000 | 43.15% | Mar 31, 2024 |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.82% | 1,399,849 | - | - | Mar 31, 2024 |
| Guggenheim Active Allocation Fund | 0.81% | 5,000,000 | - | - | Feb 29, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.80% | 935,000 | - | - | Mar 28, 2024 |
| Nuveen Preferred & Income Securities Fund | 0.78% | 17,533,000 | - | - | Oct 31, 2023 |
| AMG FUNDS III | 0.78% | 4,100,000 | - | - | Mar 28, 2024 |
| BOYAR VALUE FUND INC | 0.75% | 12,707 | - | - | Mar 31, 2024 |
| John Hancock Collateral Trust | 0.74% | 7,171,000 | - | - | Sep 30, 2021 |
| TOCQUEVILLE TRUST | 0.72% | 100,000 | - | - | Jan 31, 2024 |
| Calamos Long/Short Equity & Dynamic Income Trust | 0.70% | 971,000 | - | - | Jan 31, 2024 |
| YieldStreet Prism Fund Inc. | 0.68% | 940,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.67% | 3,945,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.67% | 350,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.67% | 350,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.67% | 4,500,000 | - | - | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.67% | 8,175,000 | 7,900,000 | 2872.73% | Mar 31, 2024 |
| ARCHER INVESTMENT SERIES TRUST | 0.65% | 200,000 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.65% | 340,000 | - | - | Mar 31, 2024 |
| AMERICAN MUTUAL FUND | 0.65% | 6,063,474 | - | - | Jan 31, 2024 |
| Federated Hermes Investment Series Funds, Inc. | 0.64% | 7,370,000 | - | - | Feb 29, 2024 |
| THOMPSON IM FUNDS INC | 0.63% | 9,989,000 | - | - | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.63% | 15,308,000 | - | - | Jan 31, 2024 |
| Siren ETF Trust | 0.62% | 23,000 | 1,224 | 5.62% | Mar 31, 2024 |
| MFS SERIES TRUST VII | 0.62% | 99,757 | -867 | -0.86% | Jan 31, 2024 |
| Nuveen Preferred & Income Opportunities Fund | 0.62% | 19,778,000 | 17,738,000 | 869.51% | Jan 31, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.60% | 483,800 | -72,100 | -12.97% | Mar 31, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.60% | 4,000,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.59% | 3,400,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.59% | 3,200,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.59% | 506,549 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.58% | 2,550,000 | - | - | Jan 31, 2024 |
| Voya VARIABLE FUNDS | 0.57% | 489,158 | -34,672 | -6.62% | Mar 31, 2024 |
| Cohen & Steers Alternative Income Fund, Inc. | 0.55% | 150,000 | - | - | Jan 31, 2024 |
| Transparent Value Trust | 0.55% | 8,857 | - | - | Dec 31, 2023 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.55% | 3,000,000 | - | - | Jan 31, 2024 |
| Cohen & Steers Alternative Income Fund, Inc. | 0.55% | 148,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.52% | 3,000,000 | - | - | Jan 31, 2024 |
| THOMPSON IM FUNDS INC | 0.51% | 8,094,000 | - | - | Feb 29, 2024 |
| Mairs & Power Funds Trust | 0.50% | 2,000,000 | - | - | Mar 31, 2022 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.50% | 2,500,000 | - | - | Mar 28, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.48% | 7,315,000 | - | - | Jan 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.47% | 175,000 | - | - | Mar 28, 2024 |
| AMG Funds I | 0.46% | 937,000 | - | - | Jan 31, 2024 |
| AMG Funds II | 0.46% | 206,000 | - | - | Mar 28, 2024 |
Bank of New York Mellon's largest mutual fund holder by % of total assets is "HIGHLAND FUNDS II", owning 1.00M shares, compromising 67.58% of its total assets.
Bank of New York Mellon Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,230 | -3.15% |
| 31 Mar, 24 | 1,270 | 7.17% |
| 31 Dec, 23 | 1,185 | 6.76% |
| 30 Sep, 23 | 1,110 | 0.36% |
| 30 Jun, 23 | 1,106 | -4.08% |
| 31 Mar, 23 | 1,153 | 0.61% |
| 31 Dec, 22 | 1,146 | 9.04% |
| 30 Sep, 22 | 1,051 | -2.32% |
| 30 Jun, 22 | 1,076 | -7.48% |
| 31 Mar, 22 | 1,163 | -1.19% |
| 31 Dec, 21 | 1,177 | 8.38% |
| 30 Sep, 21 | 1,086 | -2.60% |
| 30 Jun, 21 | 1,115 | 2.11% |
| 31 Mar, 21 | 1,092 | 5.20% |
| 31 Dec, 20 | 1,038 | 8.69% |
| 30 Sep, 20 | 955 | -1.95% |
| 30 Jun, 20 | 974 | 3.51% |
| 31 Mar, 20 | 941 | -13.99% |
| 31 Dec, 19 | 1,094 | 7.36% |
| 30 Sep, 19 | 1,019 | -1.83% |
| 30 Jun, 19 | 1,038 | -6.32% |
| 31 Mar, 19 | 1,108 | 2.69% |
| 31 Dec, 18 | 1,079 | -2.18% |
| 30 Sep, 18 | 1,103 | -1.78% |
| 30 Jun, 18 | 1,123 | 1.45% |
| 31 Mar, 18 | 1,107 | 1.00% |
| 31 Dec, 17 | 1,096 | 9.16% |
| 30 Sep, 17 | 1,004 | 3.19% |
| 30 Jun, 17 | 973 | - |
| 31 Mar, 17 | 973 | -3.66% |
| 31 Dec, 16 | 1,010 | 13.36% |
| 30 Sep, 16 | 891 | 0.91% |
| 30 Jun, 16 | 883 | -2.43% |
| 31 Mar, 16 | 905 | -1.09% |
| 31 Dec, 15 | 915 | 3.74% |
| 30 Sep, 15 | 882 | -3.71% |
| 30 Jun, 15 | 916 | 5.53% |
| 31 Mar, 15 | 868 | -3.66% |
| 31 Dec, 14 | 901 | 8.69% |
| 30 Sep, 14 | 829 | 4.67% |
| 30 Jun, 14 | 792 | -0.63% |
| 31 Mar, 14 | 797 | 0.76% |
| 31 Dec, 13 | 791 | 7.18% |
| 30 Sep, 13 | 738 | 2.79% |
| 30 Jun, 13 | 718 | 114.97% |
| 31 Mar, 13 | 334 | 3.09% |
| 31 Dec, 12 | 324 | 8.72% |
| 30 Sep, 12 | 298 | -1.32% |
| 30 Jun, 12 | 302 | -5.03% |
| 31 Mar, 12 | 318 | 3.92% |
| 31 Dec, 11 | 306 | 8.51% |
| 30 Sep, 11 | 282 | -8.74% |
| 30 Jun, 11 | 309 | 5.10% |
| 31 Mar, 11 | 294 | 3.16% |
| 31 Dec, 10 | 285 | 11.76% |
| 30 Sep, 10 | 255 | 0.39% |
| 30 Jun, 10 | 254 | -0.39% |
| 31 Mar, 10 | 255 | -0.39% |
| 31 Dec, 09 | 256 | 0.79% |
| 30 Sep, 09 | 254 | -0.39% |
| 30 Jun, 09 | 255 | 3.24% |
| 31 Mar, 09 | 247 | 2.92% |
| 31 Dec, 08 | 240 | 7.62% |
| 30 Sep, 08 | 223 | -3.46% |
| 30 Jun, 08 | 231 | -0.86% |
| 31 Mar, 08 | 233 | 2.64% |
| 31 Dec, 07 | 227 | 15.23% |
| 30 Sep, 07 | 197 | 629.63% |
| 30 Jun, 07 | 27 | 800.00% |
| 31 Mar, 07 | 3 | - |
| 31 Dec, 06 | 3 | 50.00% |
| 30 Sep, 06 | 2 | - |
| 30 Jun, 06 | 2 | - |
| 31 Mar, 06 | 2 | - |
| 31 Dec, 05 | 2 | 100.00% |
| 30 Sep, 05 | 1 | - |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | 1 | - |
| 30 Jun, 04 | 1 | - |
| 31 Mar, 87 | 1 | - |
As of 30 Jun 24, 1,230 institutions are holding Bank of New York Mellon's shares, representing a decrease of -3.15% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 621,980,791 | 1.94% |
| 31 Mar, 24 | 610,149,077 | -4.90% |
| 31 Dec, 23 | 641,584,410 | 2.61% |
| 30 Sep, 23 | 625,240,416 | -3.52% |
| 30 Jun, 23 | 648,076,978 | -1.52% |
| 31 Mar, 23 | 658,101,706 | -2.87% |
| 31 Dec, 22 | 677,576,863 | 0.24% |
| 30 Sep, 22 | 675,957,964 | -0.02% |
| 30 Jun, 22 | 676,061,322 | 0.08% |
| 31 Mar, 22 | 675,497,540 | 0.01% |
| 31 Dec, 21 | 675,416,795 | -3.22% |
| 30 Sep, 21 | 697,902,586 | -3.26% |
| 30 Jun, 21 | 721,404,690 | -0.76% |
| 31 Mar, 21 | 726,930,197 | -1.82% |
| 31 Dec, 20 | 740,415,573 | 0.61% |
| 30 Sep, 20 | 735,933,950 | 0.16% |
| 30 Jun, 20 | 734,767,010 | 0.59% |
| 31 Mar, 20 | 730,488,860 | -1.86% |
| 31 Dec, 19 | 744,325,751 | -2.44% |
| 30 Sep, 19 | 762,913,580 | -2.70% |
| 30 Jun, 19 | 784,091,329 | -3.76% |
| 31 Mar, 19 | 814,759,229 | -2.54% |
| 31 Dec, 18 | 836,034,190 | -0.36% |
| 30 Sep, 18 | 839,096,310 | -0.56% |
| 30 Jun, 18 | 843,793,400 | 0.36% |
| 31 Mar, 18 | 840,765,848 | -1.12% |
| 31 Dec, 17 | 850,303,589 | -0.72% |
| 30 Sep, 17 | 856,484,802 | 0.51% |
| 30 Jun, 17 | 852,110,536 | -0.62% |
| 31 Mar, 17 | 857,415,054 | -1.03% |
| 31 Dec, 16 | 866,332,057 | 0.32% |
| 30 Sep, 16 | 863,601,547 | -2.74% |
| 30 Jun, 16 | 887,915,023 | -1.44% |
| 31 Mar, 16 | 900,895,200 | 0.45% |
| 31 Dec, 15 | 896,888,643 | -1.96% |
| 30 Sep, 15 | 914,851,717 | 1.24% |
| 30 Jun, 15 | 903,665,231 | -1.96% |
| 31 Mar, 15 | 921,768,070 | 0.04% |
| 31 Dec, 14 | 921,363,248 | -1.78% |
| 30 Sep, 14 | 938,080,879 | -1.62% |
| 30 Jun, 14 | 953,523,158 | 1.31% |
| 31 Mar, 14 | 941,200,290 | 0.81% |
| 31 Dec, 13 | 933,676,126 | 0.42% |
| 30 Sep, 13 | 929,802,002 | -0.12% |
| 30 Jun, 13 | 930,931,970 | 145.91% |
| 31 Mar, 13 | 378,570,453 | -75.63% |
| 31 Dec, 12 | 1,553,392,964 | 308.65% |
| 30 Sep, 12 | 380,125,722 | -74.92% |
| 30 Jun, 12 | 1,515,632,195 | 377.29% |
| 31 Mar, 12 | 317,549,610 | -79.51% |
| 31 Dec, 11 | 1,549,760,944 | 263.87% |
| 30 Sep, 11 | 425,906,679 | 23.25% |
| 30 Jun, 11 | 345,549,323 | -79.17% |
| 31 Mar, 11 | 1,658,980,645 | 502.15% |
| 31 Dec, 10 | 275,510,547 | 1.65% |
| 30 Sep, 10 | 271,039,387 | 6.11% |
| 30 Jun, 10 | 255,430,731 | -0.56% |
| 31 Mar, 10 | 256,878,822 | -17.20% |
| 31 Dec, 09 | 310,242,594 | 8.67% |
| 30 Sep, 09 | 285,496,540 | 1.08% |
| 30 Jun, 09 | 282,459,849 | -2.52% |
| 31 Mar, 09 | 289,763,783 | 9.51% |
| 31 Dec, 08 | 264,598,113 | 32.25% |
| 30 Sep, 08 | 200,073,834 | 24.64% |
| 30 Jun, 08 | 160,525,483 | -2.13% |
| 31 Mar, 08 | 164,021,343 | -18.15% |
| 31 Dec, 07 | 200,381,677 | 2.50% |
| 30 Sep, 07 | 195,486,050 | 4942.37% |
| 30 Jun, 07 | 3,876,866 | 4.93% |
| 31 Mar, 07 | 3,694,570 | 2894.51% |
| 31 Dec, 06 | 123,378 | 38.40% |
| 30 Sep, 06 | 89,149 | -5.61% |
| 30 Jun, 06 | 94,449 | 0.87% |
| 31 Mar, 06 | 93,639 | - |
| 31 Dec, 05 | 93,639 | 17.05% |
| 30 Sep, 05 | 80,000 | - |
| 31 Dec, 04 | 84,510 | 0.37% |
| 30 Sep, 04 | 84,200 | 8.86% |
| 30 Jun, 04 | 77,350 | - |
| 31 Mar, 87 | 10,400 | - |
Bank of New York Mellon (BK) has 621.98M shares outstanding as of 30 Jun 24, up 1.94% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 82.17% | 1.26% |
| 31 Mar, 24 | 80.61% | 1.15% |
| 31 Dec, 23 | 83.63% | 1.29% |
| 30 Sep, 23 | 80.38% | 1.19% |
| 30 Jun, 23 | 82.27% | 1.23% |
| 31 Mar, 23 | 81.92% | 1.17% |
| 31 Dec, 22 | 83.54% | 1.20% |
| 30 Sep, 22 | 83.32% | 1.20% |
| 30 Jun, 22 | 83.39% | 1.21% |
| 31 Mar, 22 | 83.11% | 1.21% |
| 31 Dec, 21 | 82.99% | 1.22% |
| 30 Sep, 21 | 82.39% | 1.20% |
| 30 Jun, 21 | 82.99% | 1.23% |
| 31 Mar, 21 | 82.28% | 1.19% |
| 31 Dec, 20 | 83.20% | 1.22% |
| 30 Sep, 20 | 82.42% | 1.21% |
| 30 Jun, 20 | 82.46% | 1.24% |
| 31 Mar, 20 | 81.70% | 1.30% |
| 31 Dec, 19 | 79.22% | 1.19% |
| 30 Sep, 19 | 81.75% | 1.20% |
| 30 Jun, 19 | 82.42% | 1.15% |
| 31 Mar, 19 | 84.66% | 1.27% |
| 31 Dec, 18 | 81.58% | 1.16% |
| 30 Sep, 18 | 83.93% | 1.20% |
| 30 Jun, 18 | 83.53% | 1.22% |
| 31 Mar, 18 | 82.69% | 1.22% |
| 31 Dec, 17 | 82.21% | 1.20% |
| 30 Sep, 17 | 82.73% | 1.22% |
| 30 Jun, 17 | 82.26% | 1.21% |
| 31 Mar, 17 | 82.35% | 1.21% |
| 31 Dec, 16 | 82.44% | 1.25% |
| 30 Sep, 16 | 81.30% | 1.19% |
| 30 Jun, 16 | 82.78% | 1.19% |
| 31 Mar, 16 | 83.44% | 1.27% |
| 31 Dec, 15 | 81.19% | 1.17% |
| 30 Sep, 15 | 83.32% | 1.27% |
| 30 Jun, 15 | 81.13% | 1.19% |
| 31 Mar, 15 | 82.40% | 1.22% |
| 31 Dec, 14 | 82.22% | 1.19% |
| 30 Sep, 14 | 83.24% | 1.18% |
| 30 Jun, 14 | 84.12% | 1.23% |
| 31 Mar, 14 | 82.66% | 1.24% |
| 31 Dec, 13 | 81.70% | 1.25% |
| 30 Sep, 13 | 80.94% | 1.24% |
| 30 Jun, 13 | 80.77% | 7.48% |
| 31 Mar, 13 | 32.86% | 0.18% |
| 31 Dec, 12 | 133.51% | 12.64% |
| 30 Sep, 12 | 32.50% | 0.20% |
| 30 Jun, 12 | 128.30% | 18.14% |
| 31 Mar, 12 | 26.60% | 0.16% |
| 31 Dec, 11 | 128.61% | 10.45% |
| 30 Sep, 11 | 35.08% | 4.45% |
| 30 Jun, 11 | 28.08% | 0.16% |
| 31 Mar, 11 | 134.43% | 26.91% |
| 31 Dec, 10 | 22.35% | 4.53% |
| 30 Sep, 10 | 22.22% | 4.94% |
| 30 Jun, 10 | 21.21% | 4.75% |
| 31 Mar, 10 | 21.14% | 3.17% |
| 31 Dec, 09 | 25.84% | 4.55% |
| 30 Sep, 09 | 23.84% | 4.10% |
| 30 Jun, 09 | 24.12% | 3.77% |
| 31 Mar, 09 | 25.28% | 4.71% |
| 31 Dec, 08 | 23.16% | 7.57% |
| 30 Sep, 08 | 17.50% | 8.75% |
| 30 Jun, 08 | 14.14% | 6.76% |
| 31 Mar, 08 | 14.46% | 4.63% |
| 31 Dec, 07 | 17.67% | 5.85% |
| 30 Sep, 07 | 17.37% | 5823.62% |
| 30 Jun, 07 | 0.55% | 201.79% |
| 31 Mar, 07 | 0.52% | 173982.66% |
| 31 Dec, 06 | 0.02% | 11073.60% |
| 30 Sep, 06 | 0.01% | 7996.00% |
| 30 Jun, 06 | 0.01% | 8285.37% |
| 31 Mar, 06 | 0.01% | 8223.77% |
| 31 Dec, 05 | 0.01% | 11069.52% |
| 30 Sep, 05 | 0.01% | - |
| 31 Dec, 04 | 0.01% | 9220.18% |
| 30 Sep, 04 | 0.01% | 10886.00% |
| 30 Jun, 04 | 0.01% | - |
| 31 Mar, 87 | 0.00% | - |
As of 30 Jun 24, Bank of New York Mellon is held by 82.17% institutional shareholders, representing a 1.26% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 530 | -6.03% |
| 31 Mar, 24 | 564 | 6.21% |
| 31 Dec, 23 | 531 | 14.94% |
| 30 Sep, 23 | 462 | 5.72% |
| 30 Jun, 23 | 437 | -20.69% |
| 31 Mar, 23 | 551 | 1.10% |
| 31 Dec, 22 | 545 | 15.71% |
| 30 Sep, 22 | 471 | 0.86% |
| 30 Jun, 22 | 467 | -10.19% |
| 31 Mar, 22 | 520 | 0.19% |
| 31 Dec, 21 | 519 | 21.26% |
| 30 Sep, 21 | 428 | -11.57% |
| 30 Jun, 21 | 484 | -1.63% |
| 31 Mar, 21 | 492 | 1.44% |
| 31 Dec, 20 | 485 | 26.30% |
| 30 Sep, 20 | 384 | -7.91% |
| 30 Jun, 20 | 417 | 17.13% |
| 31 Mar, 20 | 356 | -23.61% |
| 31 Dec, 19 | 466 | 30.17% |
| 30 Sep, 19 | 358 | -2.98% |
| 30 Jun, 19 | 369 | -10.65% |
| 31 Mar, 19 | 413 | -1.67% |
| 31 Dec, 18 | 420 | 10.53% |
| 30 Sep, 18 | 380 | -16.11% |
| 30 Jun, 18 | 453 | 2.26% |
| 31 Mar, 18 | 443 | -7.71% |
| 31 Dec, 17 | 480 | 19.70% |
| 30 Sep, 17 | 401 | 6.65% |
| 30 Jun, 17 | 376 | -2.84% |
| 31 Mar, 17 | 387 | -12.24% |
| 31 Dec, 16 | 441 | 28.95% |
| 30 Sep, 16 | 342 | -2.29% |
| 30 Jun, 16 | 350 | -7.65% |
| 31 Mar, 16 | 379 | 2.71% |
| 31 Dec, 15 | 369 | 6.96% |
| 30 Sep, 15 | 345 | -5.74% |
| 30 Jun, 15 | 366 | 6.71% |
| 31 Mar, 15 | 343 | -9.02% |
| 31 Dec, 14 | 377 | 20.83% |
| 30 Sep, 14 | 312 | 3.31% |
| 30 Jun, 14 | 302 | 8.63% |
| 31 Mar, 14 | 278 | -6.08% |
| 31 Dec, 13 | 296 | 4.96% |
| 30 Sep, 13 | 282 | -44.38% |
| 30 Jun, 13 | 507 | 244.90% |
| 31 Mar, 13 | 147 | -11.98% |
| 31 Dec, 12 | 167 | 26.52% |
| 30 Sep, 12 | 132 | -2.94% |
| 30 Jun, 12 | 136 | -22.29% |
| 31 Mar, 12 | 175 | 15.13% |
| 31 Dec, 11 | 152 | 4.11% |
| 30 Sep, 11 | 146 | -8.18% |
| 30 Jun, 11 | 159 | -4.79% |
| 31 Mar, 11 | 167 | 7.74% |
| 31 Dec, 10 | 155 | 18.32% |
| 30 Sep, 10 | 131 | -2.96% |
| 30 Jun, 10 | 135 | - |
| 31 Mar, 10 | 135 | -8.78% |
| 31 Dec, 09 | 148 | 12.98% |
| 30 Sep, 09 | 131 | -5.07% |
| 30 Jun, 09 | 138 | 5.34% |
| 31 Mar, 09 | 131 | 1.55% |
| 31 Dec, 08 | 129 | 7.50% |
| 30 Sep, 08 | 120 | -6.25% |
| 30 Jun, 08 | 128 | 0.79% |
| 31 Mar, 08 | 127 | -14.19% |
| 31 Dec, 07 | 148 | -18.23% |
| 30 Sep, 07 | 181 | 624.00% |
| 30 Jun, 07 | 25 | 2400.00% |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | 1 | - |
| 30 Sep, 06 | - | -100.00% |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | - | -100.00% |
| 31 Dec, 05 | 2 | 100.00% |
| 30 Sep, 05 | 1 | - |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | 1 | - |
| 30 Jun, 04 | 1 | - |
| 31 Mar, 87 | 1 | - |
530 institutional shareholders have increased their position in BK stock as of 30 Jun 24 compared to 564 in the previous quarter (a -6.03% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 432 | -4.00% |
| 31 Mar, 24 | 450 | 5.14% |
| 31 Dec, 23 | 428 | 10.31% |
| 30 Sep, 23 | 388 | -11.01% |
| 30 Jun, 23 | 436 | 19.45% |
| 31 Mar, 23 | 365 | -2.67% |
| 31 Dec, 22 | 375 | 7.45% |
| 30 Sep, 22 | 349 | -3.86% |
| 30 Jun, 22 | 363 | -5.22% |
| 31 Mar, 22 | 383 | -3.53% |
| 31 Dec, 21 | 397 | 0.25% |
| 30 Sep, 21 | 396 | 8.20% |
| 30 Jun, 21 | 366 | 2.81% |
| 31 Mar, 21 | 356 | 2.59% |
| 31 Dec, 20 | 347 | -3.34% |
| 30 Sep, 20 | 359 | 0.28% |
| 30 Jun, 20 | 358 | -5.79% |
| 31 Mar, 20 | 380 | -4.04% |
| 31 Dec, 19 | 396 | -7.48% |
| 30 Sep, 19 | 428 | -3.39% |
| 30 Jun, 19 | 443 | -0.89% |
| 31 Mar, 19 | 447 | 7.97% |
| 31 Dec, 18 | 414 | -5.91% |
| 30 Sep, 18 | 440 | 5.01% |
| 30 Jun, 18 | 419 | -2.56% |
| 31 Mar, 18 | 430 | 10.82% |
| 31 Dec, 17 | 388 | 3.47% |
| 30 Sep, 17 | 375 | -2.34% |
| 30 Jun, 17 | 384 | 2.40% |
| 31 Mar, 17 | 375 | 4.17% |
| 31 Dec, 16 | 360 | 1.69% |
| 30 Sep, 16 | 354 | 5.36% |
| 30 Jun, 16 | 336 | -3.17% |
| 31 Mar, 16 | 347 | 0.87% |
| 31 Dec, 15 | 344 | 3.61% |
| 30 Sep, 15 | 332 | -2.92% |
| 30 Jun, 15 | 342 | 2.70% |
| 31 Mar, 15 | 333 | 7.07% |
| 31 Dec, 14 | 311 | -5.47% |
| 30 Sep, 14 | 329 | 18.35% |
| 30 Jun, 14 | 278 | -18.71% |
| 31 Mar, 14 | 342 | 5.56% |
| 31 Dec, 13 | 324 | 14.49% |
| 30 Sep, 13 | 283 | 124.60% |
| 30 Jun, 13 | 126 | -0.79% |
| 31 Mar, 13 | 127 | 14.41% |
| 31 Dec, 12 | 111 | 0.91% |
| 30 Sep, 12 | 110 | -0.90% |
| 30 Jun, 12 | 111 | 16.84% |
| 31 Mar, 12 | 95 | -20.17% |
| 31 Dec, 11 | 119 | 30.77% |
| 30 Sep, 11 | 91 | -18.02% |
| 30 Jun, 11 | 111 | 27.59% |
| 31 Mar, 11 | 87 | -5.43% |
| 31 Dec, 10 | 92 | 21.05% |
| 30 Sep, 10 | 76 | -2.56% |
| 30 Jun, 10 | 78 | -6.02% |
| 31 Mar, 10 | 83 | 9.21% |
| 31 Dec, 09 | 76 | -14.61% |
| 30 Sep, 09 | 89 | 2.30% |
| 30 Jun, 09 | 87 | -1.14% |
| 31 Mar, 09 | 88 | - |
| 31 Dec, 08 | 88 | 29.41% |
| 30 Sep, 08 | 68 | - |
| 30 Jun, 08 | 68 | -4.23% |
| 31 Mar, 08 | 71 | 51.06% |
| 31 Dec, 07 | 47 | 327.27% |
| 30 Sep, 07 | 11 | - |
| 30 Jun, 07 | - | -100.00% |
| 31 Mar, 07 | 1 | - |
| 31 Dec, 06 | 1 | -50.00% |
| 30 Sep, 06 | 2 | 100.00% |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | - | - |
| 31 Dec, 05 | - | - |
| 30 Sep, 05 | - | - |
| 31 Dec, 04 | - | - |
| 30 Sep, 04 | - | - |
| 30 Jun, 04 | - | - |
| 31 Mar, 87 | - | - |
432 institutional shareholders have reduced their position in BK stock as of 30 Jun 24 compared to 450 in the previous quarter (a -4.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,230 | -3.15% | 621,980,791 | 1.94% | 82.17% | 1.26% | 530 | -6.03% | 432 | -4.00% |
| 31 Mar, 24 | 1,270 | 7.17% | 610,149,077 | -4.90% | 80.61% | 1.15% | 564 | 6.21% | 450 | 5.14% |
| 31 Dec, 23 | 1,185 | 6.76% | 641,584,410 | 2.61% | 83.63% | 1.29% | 531 | 14.94% | 428 | 10.31% |
| 30 Sep, 23 | 1,110 | 0.36% | 625,240,416 | -3.52% | 80.38% | 1.19% | 462 | 5.72% | 388 | -11.01% |
| 30 Jun, 23 | 1,106 | -4.08% | 648,076,978 | -1.52% | 82.27% | 1.23% | 437 | -20.69% | 436 | 19.45% |
| 31 Mar, 23 | 1,153 | 0.61% | 658,101,706 | -2.87% | 81.92% | 1.17% | 551 | 1.10% | 365 | -2.67% |
| 31 Dec, 22 | 1,146 | 9.04% | 677,576,863 | 0.24% | 83.54% | 1.20% | 545 | 15.71% | 375 | 7.45% |
| 30 Sep, 22 | 1,051 | -2.32% | 675,957,964 | -0.02% | 83.32% | 1.20% | 471 | 0.86% | 349 | -3.86% |
| 30 Jun, 22 | 1,076 | -7.48% | 676,061,322 | 0.08% | 83.39% | 1.21% | 467 | -10.19% | 363 | -5.22% |
| 31 Mar, 22 | 1,163 | -1.19% | 675,497,540 | 0.01% | 83.11% | 1.21% | 520 | 0.19% | 383 | -3.53% |
| 31 Dec, 21 | 1,177 | 8.38% | 675,416,795 | -3.22% | 82.99% | 1.22% | 519 | 21.26% | 397 | 0.25% |
| 30 Sep, 21 | 1,086 | -2.60% | 697,902,586 | -3.26% | 82.39% | 1.20% | 428 | -11.57% | 396 | 8.20% |
| 30 Jun, 21 | 1,115 | 2.11% | 721,404,690 | -0.76% | 82.99% | 1.23% | 484 | -1.63% | 366 | 2.81% |
| 31 Mar, 21 | 1,092 | 5.20% | 726,930,197 | -1.82% | 82.28% | 1.19% | 492 | 1.44% | 356 | 2.59% |
| 31 Dec, 20 | 1,038 | 8.69% | 740,415,573 | 0.61% | 83.20% | 1.22% | 485 | 26.30% | 347 | -3.34% |
| 30 Sep, 20 | 955 | -1.95% | 735,933,950 | 0.16% | 82.42% | 1.21% | 384 | -7.91% | 359 | 0.28% |
| 30 Jun, 20 | 974 | 3.51% | 734,767,010 | 0.59% | 82.46% | 1.24% | 417 | 17.13% | 358 | -5.79% |
| 31 Mar, 20 | 941 | -13.99% | 730,488,860 | -1.86% | 81.70% | 1.30% | 356 | -23.61% | 380 | -4.04% |
| 31 Dec, 19 | 1,094 | 7.36% | 744,325,751 | -2.44% | 79.22% | 1.19% | 466 | 30.17% | 396 | -7.48% |
| 30 Sep, 19 | 1,019 | -1.83% | 762,913,580 | -2.70% | 81.75% | 1.20% | 358 | -2.98% | 428 | -3.39% |
| 30 Jun, 19 | 1,038 | -6.32% | 784,091,329 | -3.76% | 82.42% | 1.15% | 369 | -10.65% | 443 | -0.89% |
| 31 Mar, 19 | 1,108 | 2.69% | 814,759,229 | -2.54% | 84.66% | 1.27% | 413 | -1.67% | 447 | 7.97% |
| 31 Dec, 18 | 1,079 | -2.18% | 836,034,190 | -0.36% | 81.58% | 1.16% | 420 | 10.53% | 414 | -5.91% |
| 30 Sep, 18 | 1,103 | -1.78% | 839,096,310 | -0.56% | 83.93% | 1.20% | 380 | -16.11% | 440 | 5.01% |
| 30 Jun, 18 | 1,123 | 1.45% | 843,793,400 | 0.36% | 83.53% | 1.22% | 453 | 2.26% | 419 | -2.56% |
| 31 Mar, 18 | 1,107 | 1.00% | 840,765,848 | -1.12% | 82.69% | 1.22% | 443 | -7.71% | 430 | 10.82% |
| 31 Dec, 17 | 1,096 | 9.16% | 850,303,589 | -0.72% | 82.21% | 1.20% | 480 | 19.70% | 388 | 3.47% |
| 30 Sep, 17 | 1,004 | 3.19% | 856,484,802 | 0.51% | 82.73% | 1.22% | 401 | 6.65% | 375 | -2.34% |
| 30 Jun, 17 | 973 | - | 852,110,536 | -0.62% | 82.26% | 1.21% | 376 | -2.84% | 384 | 2.40% |
| 31 Mar, 17 | 973 | -3.66% | 857,415,054 | -1.03% | 82.35% | 1.21% | 387 | -12.24% | 375 | 4.17% |
| 31 Dec, 16 | 1,010 | 13.36% | 866,332,057 | 0.32% | 82.44% | 1.25% | 441 | 28.95% | 360 | 1.69% |
| 30 Sep, 16 | 891 | 0.91% | 863,601,547 | -2.74% | 81.30% | 1.19% | 342 | -2.29% | 354 | 5.36% |
| 30 Jun, 16 | 883 | -2.43% | 887,915,023 | -1.44% | 82.78% | 1.19% | 350 | -7.65% | 336 | -3.17% |
| 31 Mar, 16 | 905 | -1.09% | 900,895,200 | 0.45% | 83.44% | 1.27% | 379 | 2.71% | 347 | 0.87% |
| 31 Dec, 15 | 915 | 3.74% | 896,888,643 | -1.96% | 81.19% | 1.17% | 369 | 6.96% | 344 | 3.61% |
| 30 Sep, 15 | 882 | -3.71% | 914,851,717 | 1.24% | 83.32% | 1.27% | 345 | -5.74% | 332 | -2.92% |
| 30 Jun, 15 | 916 | 5.53% | 903,665,231 | -1.96% | 81.13% | 1.19% | 366 | 6.71% | 342 | 2.70% |
| 31 Mar, 15 | 868 | -3.66% | 921,768,070 | 0.04% | 82.40% | 1.22% | 343 | -9.02% | 333 | 7.07% |
| 31 Dec, 14 | 901 | 8.69% | 921,363,248 | -1.78% | 82.22% | 1.19% | 377 | 20.83% | 311 | -5.47% |
| 30 Sep, 14 | 829 | 4.67% | 938,080,879 | -1.62% | 83.24% | 1.18% | 312 | 3.31% | 329 | 18.35% |
| 30 Jun, 14 | 792 | -0.63% | 953,523,158 | 1.31% | 84.12% | 1.23% | 302 | 8.63% | 278 | -18.71% |
| 31 Mar, 14 | 797 | 0.76% | 941,200,290 | 0.81% | 82.66% | 1.24% | 278 | -6.08% | 342 | 5.56% |
| 31 Dec, 13 | 791 | 7.18% | 933,676,126 | 0.42% | 81.70% | 1.25% | 296 | 4.96% | 324 | 14.49% |
| 30 Sep, 13 | 738 | 2.79% | 929,802,002 | -0.12% | 80.94% | 1.24% | 282 | -44.38% | 283 | 124.60% |
| 30 Jun, 13 | 718 | 114.97% | 930,931,970 | 145.91% | 80.77% | 7.48% | 507 | 244.90% | 126 | -0.79% |
| 31 Mar, 13 | 334 | 3.09% | 378,570,453 | -75.63% | 32.86% | 0.18% | 147 | -11.98% | 127 | 14.41% |
| 31 Dec, 12 | 324 | 8.72% | 1,553,392,964 | 308.65% | 133.51% | 12.64% | 167 | 26.52% | 111 | 0.91% |
| 30 Sep, 12 | 298 | -1.32% | 380,125,722 | -74.92% | 32.50% | 0.20% | 132 | -2.94% | 110 | -0.90% |
| 30 Jun, 12 | 302 | -5.03% | 1,515,632,195 | 377.29% | 128.30% | 18.14% | 136 | -22.29% | 111 | 16.84% |
| 31 Mar, 12 | 318 | 3.92% | 317,549,610 | -79.51% | 26.60% | 0.16% | 175 | 15.13% | 95 | -20.17% |
| 31 Dec, 11 | 306 | 8.51% | 1,549,760,944 | 263.87% | 128.61% | 10.45% | 152 | 4.11% | 119 | 30.77% |
| 30 Sep, 11 | 282 | -8.74% | 425,906,679 | 23.25% | 35.08% | 4.45% | 146 | -8.18% | 91 | -18.02% |
| 30 Jun, 11 | 309 | 5.10% | 345,549,323 | -79.17% | 28.08% | 0.16% | 159 | -4.79% | 111 | 27.59% |
| 31 Mar, 11 | 294 | 3.16% | 1,658,980,645 | 502.15% | 134.43% | 26.91% | 167 | 7.74% | 87 | -5.43% |
| 31 Dec, 10 | 285 | 11.76% | 275,510,547 | 1.65% | 22.35% | 4.53% | 155 | 18.32% | 92 | 21.05% |
| 30 Sep, 10 | 255 | 0.39% | 271,039,387 | 6.11% | 22.22% | 4.94% | 131 | -2.96% | 76 | -2.56% |
| 30 Jun, 10 | 254 | -0.39% | 255,430,731 | -0.56% | 21.21% | 4.75% | 135 | - | 78 | -6.02% |
| 31 Mar, 10 | 255 | -0.39% | 256,878,822 | -17.20% | 21.14% | 3.17% | 135 | -8.78% | 83 | 9.21% |
| 31 Dec, 09 | 256 | 0.79% | 310,242,594 | 8.67% | 25.84% | 4.55% | 148 | 12.98% | 76 | -14.61% |
| 30 Sep, 09 | 254 | -0.39% | 285,496,540 | 1.08% | 23.84% | 4.10% | 131 | -5.07% | 89 | 2.30% |
| 30 Jun, 09 | 255 | 3.24% | 282,459,849 | -2.52% | 24.12% | 3.77% | 138 | 5.34% | 87 | -1.14% |
| 31 Mar, 09 | 247 | 2.92% | 289,763,783 | 9.51% | 25.28% | 4.71% | 131 | 1.55% | 88 | - |
| 31 Dec, 08 | 240 | 7.62% | 264,598,113 | 32.25% | 23.16% | 7.57% | 129 | 7.50% | 88 | 29.41% |
| 30 Sep, 08 | 223 | -3.46% | 200,073,834 | 24.64% | 17.50% | 8.75% | 120 | -6.25% | 68 | - |
| 30 Jun, 08 | 231 | -0.86% | 160,525,483 | -2.13% | 14.14% | 6.76% | 128 | 0.79% | 68 | -4.23% |
| 31 Mar, 08 | 233 | 2.64% | 164,021,343 | -18.15% | 14.46% | 4.63% | 127 | -14.19% | 71 | 51.06% |
| 31 Dec, 07 | 227 | 15.23% | 200,381,677 | 2.50% | 17.67% | 5.85% | 148 | -18.23% | 47 | 327.27% |
| 30 Sep, 07 | 197 | 629.63% | 195,486,050 | 4942.37% | 17.37% | 5823.62% | 181 | 624.00% | 11 | - |
| 30 Jun, 07 | 27 | 800.00% | 3,876,866 | 4.93% | 0.55% | 201.79% | 25 | 2400.00% | - | -100.00% |
| 31 Mar, 07 | 3 | - | 3,694,570 | 2894.51% | 0.52% | 173982.66% | 1 | - | 1 | - |
| 31 Dec, 06 | 3 | 50.00% | 123,378 | 38.40% | 0.02% | 11073.60% | 1 | - | 1 | -50.00% |
| 30 Sep, 06 | 2 | - | 89,149 | -5.61% | 0.01% | 7996.00% | - | -100.00% | 2 | 100.00% |
| 30 Jun, 06 | 2 | - | 94,449 | 0.87% | 0.01% | 8285.37% | 1 | - | 1 | - |
| 31 Mar, 06 | 2 | - | 93,639 | - | 0.01% | 8223.77% | - | -100.00% | - | - |
| 31 Dec, 05 | 2 | 100.00% | 93,639 | 17.05% | 0.01% | 11069.52% | 2 | 100.00% | - | - |
| 30 Sep, 05 | 1 | - | 80,000 | - | 0.01% | - | 1 | - | - | - |
| 31 Dec, 04 | 1 | - | 84,510 | 0.37% | 0.01% | 9220.18% | 1 | - | - | - |
| 30 Sep, 04 | 1 | - | 84,200 | 8.86% | 0.01% | 10886.00% | 1 | - | - | - |
| 30 Jun, 04 | 1 | - | 77,350 | - | 0.01% | - | 1 | - | - | - |
| 31 Mar, 87 | 1 | - | 10,400 | - | 0.00% | - | 1 | - | - | - |
Bank of New York Mellon Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Bank of New York Mellon's stock was made by Smits Hanneke on Jul 19 2024, selling 15,000 shares at $64.11 per share (valued at $961.62K).
Bank of New York Mellon Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 4 | 1 | 400.00% |
| Q2 2024 | 14 | 6 | 233.33% |
| Q1 2024 | 19 | 35 | 54.29% |
| Q4 2023 | 5 | - | - |
| Q3 2023 | 6 | 4 | 150.00% |
| Q2 2023 | 15 | - | - |
| Q1 2023 | 27 | 55 |