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Bank of New York Mellon Corporation shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Bank of New York Mellon Corporation

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All positions including Bank of New York Mellon Corporation held by Creative Planning 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $13M 229k 57.62
2023-12-31 $12M 230k 52.05
2023-09-30 $9.5M 223k 42.51
2023-06-30 $9.6M 216k 44.52
2023-03-31 $9.3M 205k 45.44
2022-12-31 $9.2M 202k 45.52
2022-09-30 $7.6M 197k 38.52
2022-06-30 $7.9M 189k 41.71
2022-03-31 $9.6M 194k 49.63
2021-12-31 $11M 181k 58.08
2021-09-30 $9.4M 181k 51.84
2021-06-30 $9.7M 189k 51.23
2021-03-31 $9.0M 190k 47.29
2020-12-31 $7.7M 181k 42.44
2020-09-30 $7.2M 211k 34.34
2020-06-30 $8.0M 208k 38.65
2020-03-31 $7.2M 213k 33.68
2019-12-31 $11M 217k 50.33
2019-09-30 $16M 357k 45.21
2019-06-30 $3.2M 73k 44.15
2019-03-31 $3.6M 72k 50.43
2018-12-31 $3.5M 74k 47.07
2018-09-30 $3.4M 66k 50.99
2018-06-30 $3.7M 69k 53.92
2018-03-31 $3.7M 71k 51.53
2017-12-31 $3.8M 71k 53.86
2017-09-30 $3.6M 67k 53.02
2017-06-30 $3.3M 64k 51.02
2017-03-31 $2.5M 52k 47.24
2016-12-31 $2.4M 51k 47.39
2016-09-30 $2.2M 55k 39.88
2016-06-30 $1.7M 44k 38.86
2016-03-31 $1.6M 44k 36.84
2015-12-31 $2.2M 53k 41.22
2015-09-30 $1.8M 45k 39.15
2015-06-30 $1.9M 45k 41.97
2015-03-31 $1.8M 45k 40.24
2014-12-31 $1.6M 41k 40.56
2014-09-30 $1.5M 38k 38.74
2014-06-30 $1.2M 33k 37.49
2014-03-31 $1.1M 32k 35.29
2013-12-31 $1.1M 32k 34.94
2013-09-30 $964k 32k 30.18
2013-06-30 $841k 30k 28.06
2012-12-31 $778k 30k 25.71
2012-09-30 $560k 25k 22.61
2012-06-30 $242k 11k 21.96
2011-12-31 $26k 1.3k 20.27

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Bank of New York Mellon Corporation

Vanguard Group
BlackRock
Dodge & Cox
Geode Capital Management
Artisan Partners Limited Partnership
First Eagle Investment Management
FMR
Davis Selected Advisers
Nuveen Asset Management
Ameriprise Financial
Hotchkis and Wiley Capital Management
Amundi
Harris Associates L.P
American Century Companies
Northern Trust

View all funds holding Bank of New York Mellon Corporation