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Bank of New York Mellon Corporation shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Bank of New York Mellon Corporation (BK) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Bank of New York Mellon Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of New York Mellon Corporation held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of New York Mellon Corporation by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $138k 2.7k 52.05
2023-09-30 $213 5 42.60
2022-12-31 $111k 2.4k 45.52
2022-03-31 $11k 212 51.89

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View all positions for Spartan Planning & Wealth Management

Top funds holding Bank of New York Mellon Corporation

Vanguard Group
Dodge & Cox
Artisan Partners Limited Partnership
First Eagle Investment Management
Norges Bank Investment Management
Davis Selected Advisers
Amundi
Hotchkis and Wiley Capital Management
Harris Associates L.P
Wells Fargo & Company
Victory Capital Management
Legal & General Group
LSV Asset Management
Dimensional Fund Advisors
Goldman Sachs Group

View all funds holding Bank of New York Mellon Corporation