Cetera Advisors’s Bank of New York Mellon BNY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.7M | Buy |
64,274
+54,407
| +551% | +$3M | 0.03% | 563 |
|
|
2023
Q4 | $514K | Sell |
9,867
-2,505
| -20% | -$115K | 0.01% | 1110 |
|
|
2023
Q3 | $528K | Buy |
12,372
+616
| +5% | +$27.4K | 0.01% | 1033 |
|
|
2023
Q2 | $523K | Sell |
11,756
-1,287
| -10% | -$55.2K | 0.01% | 1033 |
|
|
2023
Q1 | $593K | Buy |
13,043
+2,372
| +22% | +$115K | 0.01% | 934 |
|
|
2022
Q4 | $486K | Sell |
10,671
-2,261
| -17% | -$97K | 0.01% | 988 |
|
|
2022
Q3 | $0 | Buy |
12,932
+6,742
| +109% | +$287K | ﹤0.01% | 1356 |
|
|
2022
Q2 | $258K | Sell |
6,190
-654
| -10% | -$29.1K | 0.01% | 1105 |
|
|
2022
Q1 | $340K | Sell |
6,844
-974
| -12% | -$55.4K | 0.01% | 1050 |
|
|
2021
Q4 | $454K | Buy |
7,818
+1,042
| +15% | +$59.9K | 0.01% | 928 |
|
|
2021
Q3 | $351K | Buy |
6,776
+716
| +12% | +$37.2K | 0.01% | 1031 |
|
|
2021
Q2 | $310K | Buy |
6,060
+858
| +16% | +$42.9K | 0.01% | 1038 |
|
|
2021
Q1 | $246K | Sell |
5,202
-796
| -13% | -$35K | 0.01% | 1046 |
|
|
2020
Q4 | $255K | Buy |
+5,998
| New | +$230K | 0.01% | 885 |
|
|
2020
Q1 | – | Sell |
-8,395
| Closed | -$420K | – | 821 |
|
|
2019
Q4 | $420K | Sell |
8,395
-1,399
| -14% | -$66.8K | 0.02% | 614 |
|
|
2019
Q3 | $444K | Sell |
9,794
-292
| -3% | -$13K | 0.02% | 582 |
|
|
2019
Q2 | $449K | Sell |
10,086
-1,162
| -10% | -$54.6K | 0.02% | 590 |
|
|
2019
Q1 | $567K | Sell |
11,248
-3,032
| -21% | -$156K | 0.03% | 463 |
|
|
2018
Q4 | $672K | Buy |
14,280
+2,463
| +21% | +$120K | 0.04% | 404 |
|
|
2018
Q3 | $602K | Sell |
11,817
-7,377
| -38% | -$388K | 0.03% | 497 |
|
|
2018
Q2 | $1.04M | Buy |
19,194
+39
| +0.2% | +$2.15K | 0.06% | 314 |
|
|
2018
Q1 | $984K | Buy |
19,155
+11,714
| +157% | +$652K | 0.06% | 319 |
|
|
2017
Q4 | $401K | Sell |
7,441
-750
| -9% | -$40K | 0.02% | 502 |
|
|
2017
Q3 | $435K | Sell |
8,191
-10
| -0.1% | -$525 | 0.03% | 507 |
|
|
2017
Q2 | $418K | Buy |
8,201
+300
| +4% | +$14.3K | 0.03% | 515 |
|
|
2017
Q1 | $373K | Buy |
7,901
+2,380
| +43% | +$111K | 0.02% | 516 |
|
|
2016
Q4 | $261K | Buy |
5,521
+27
| +0.5% | +$1.22K | 0.02% | 553 |
|
|
2016
Q3 | $220K | Hold |
5,494
| – | – | 0.02% | 643 |
|
|
2016
Q2 | $214K | Buy |
+5,494
| New | +$219K | 0.02% | 662 |
|
|
2014
Q4 | – | Sell |
-22,637
| Closed | -$875K | – | 661 |
|
|
2014
Q3 | $875K | Buy |
22,637
+961
| +4% | +$37.4K | 0.07% | 245 |
|
|
2014
Q2 | $814K | Buy |
21,676
+6,735
| +45% | +$233K | 0.09% | 253 |
|
|
2014
Q1 | $527K | Buy |
14,941
+2,858
| +24% | +$94.4K | 0.07% | 293 |
|
|
2013
Q4 | $421K | Buy |
12,083
+1,713
| +17% | +$55.8K | 0.06% | 318 |
|
|
2013
Q3 | $314K | Buy |
10,370
+1,237
| +14% | +$37.9K | 0.06% | 316 |
|
|
2013
Q2 | $256K | Buy |
+9,133
| New | +$262K | 0.05% | 323 |
|
Other funds holding BNY
DSA
Cetera Advisors's BNY Position: Q1 2024 in Review
Cetera Advisors increased its Bank of New York Mellon (BNY) stake by 551% in Q1 2024, buying an estimated $3M and bringing the position to 64,274 shares worth $3.7M. The position accounts for 0.03% of the portfolio, ranked #563.
Cetera Advisors first reported a position in BNY in Q2 2013 and has held it in 35 quarters since. 1,251 funds tracked by Wall St. Rank hold BNY as of Q1 2024.
- Cetera Advisors held 64,274 shares of Bank of New York Mellon worth $3.7M as of Q1 2024.
- Cetera Advisors bought 54,407 Bank of New York Mellon shares in Q1 2024, an estimated $3M.
- Bank of New York Mellon made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #563 holding.
- Cetera Advisors first reported a position in Bank of New York Mellon in Q2 2013 and has held it in 35 quarters since.
- 1,251 funds tracked by Wall St. Rank held Bank of New York Mellon as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.