Explore more topics
Public ownership evidence

Bank of New York Mellon Corporation (BNY) Ownership Disclosures

Read BNY insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

Jump to a section

Read one actual disclosure before using it

Show the table · 1 row, 6 columns

Scroll sideways to compare all columns. Select a heading to sort.

2026-10-292026-10-27Minaya JoseS445Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-10-27 and its public availability date is 2026-10-29. Subtracting those calendar dates gives 2 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001193125-26-437816 ↗SEC 0001193125-26-437816 ↗SEC 0001193125-26-436233 ↗

Recent Form 4 activity

Inspect all 13 displayed rows: Recent Form 4 activity

Scroll sideways to compare all columns. Select a heading to sort.

2026-10-292026-10-27Minaya JoseS445Not reported
2026-10-292026-10-27Minaya JoseS3,075Not reported
2026-10-282026-10-27Vince Robin A.S9,380Not reported
2026-10-282026-10-26Vince Robin A.S40,620Not reported
2026-10-052026-10-01Robinson ElizabethA73.83Not reported
2026-10-052026-10-01O'CONNOR SANDRAA191.08Not reported
2026-10-052026-10-01Goldstein Jeffrey AA286.62Not reported
2026-10-052026-10-01Echevarria JosephA625.35Not reported
2026-09-302026-09-28Minaya JoseS22Not reported
2026-09-302026-09-28Minaya JoseS1,655Not reported
2026-09-302026-09-28Minaya JoseS1,843Not reported
2026-09-012026-08-27Minaya JoseS930Not reported
2026-09-012026-08-27Minaya JoseS2,590Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Cornerstone Financial Management LLC2026-06-302026-08-29784$113,374None
Cornerstone Financial Management LLC2026-03-312026-08-29704$83,516None
Cornerstone Financial Management LLC2025-12-312026-08-29691$80,218None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2914,493$1,215,515None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-284,120$595,793None
Advisors Asset Management, Inc.2021-12-312026-08-287,722$448,494None
Advisors Asset Management, Inc.2022-12-312026-08-2819,544$889,643None
Advisors Asset Management, Inc.2020-06-302026-08-285,284$204,227None
Advisors Asset Management, Inc.2022-06-302026-08-2813,728$573,000None
Advisors Asset Management, Inc.2021-09-302026-08-285,607$291,000None
Corient Private Wealth LP2026-06-302026-08-2812,436$1,798,416None
Corient Private Wealth LP2026-06-302026-08-28322,495$46,635,982None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-284,915$801,833None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2864,824$7,525,459None
Formuepleje A/S2026-06-302026-08-2867,784$9,802,244None
Formuepleje A/S2026-03-312026-08-2865,815$7,807,633None
Formuepleje A/S2024-03-312026-08-28138,828$7,999,269None
Formuepleje A/S2023-12-312026-08-28150,828$7,850,597None
Formuepleje A/S2023-09-302026-08-28159,233$6,791,287None
Formuepleje A/S2023-06-302026-08-28153,700$6,842,724None
Formuepleje A/S2023-03-312026-08-28164,302$7,465,883None
Formuepleje A/S2022-12-312026-08-28149,223$6,792,631None
Formuepleje A/S2022-09-302026-08-2867,079$2,583,883None
HORAN Wealth, LLC2026-06-302026-08-272,185$315,991None
Principia Wealth Advisory, LLC2026-06-302026-08-27107$15,473None
Principia Wealth Advisory, LLC2026-03-312026-08-2749$5,813None
Advisors Asset Management, Inc.2024-03-312026-08-2735,405$2,040,036None
Advisors Asset Management, Inc.2025-03-312026-08-2793,745$7,862,393None
Advisors Asset Management, Inc.2022-09-302026-08-2716,124$621,000None
Advisors Asset Management, Inc.2020-12-312026-08-273,246$138,000None
Advisors Asset Management, Inc.2022-03-312026-08-2711,194$555,558None
Advisors Asset Management, Inc.2023-06-302026-08-2720,273$902,554None
Advisors Asset Management, Inc.2023-09-302026-08-2722,382$954,592None
Advisors Asset Management, Inc.2023-03-312026-08-2719,938$905,983None
Advisors Asset Management, Inc.2021-03-312026-08-27811$38,352None
Advisors Asset Management, Inc.2021-06-302026-08-273,122$160,000None
Advisors Asset Management, Inc.2020-09-302026-08-273,493$119,950None
Advisors Asset Management, Inc.2025-09-302026-08-27108,192$11,788,600None
Advisors Asset Management, Inc.2023-12-312026-08-2721,627$1,125,685None
Dakota Wealth Management2025-09-302026-08-27196,436$21,403,635None
Dakota Wealth Management2025-12-312026-08-27209,626$24,335,459None
Dakota Wealth Management2026-03-312026-08-27211,000$25,030,937None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-2764,639$7,668,166None
Advus Financial Partners, LLC2026-06-302026-08-263,306$478,081None
Advus Financial Partners, LLC2026-03-312026-08-263,306$392,191None
Advus Financial Partners, LLC2025-12-312026-08-263,306$383,794None
Advus Financial Partners, LLC2025-09-302026-08-265,002$545,018None
Advus Financial Partners, LLC2025-06-302026-08-264,959$451,814None
Advus Financial Partners, LLC2025-03-312026-08-264,859$407,524None
Advus Financial Partners, LLC2024-12-312026-08-264,807$369,322None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Show the table · 0 rows, 5 columns

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.