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| BNY Mellon Securities Corporation
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|---|---|
| CRD # | 231 |
| SEC # | 801-54739 |
| CIK # | 0000732858 |
| AUM | $5.3 BB (2023-03-29) |
| Employees | 320 (31% Investors, 77% Brokers) |
| Phone | 212-635-8827 |
| Address | 240 Greenwich Street New York, NY 10286-0001 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0000732858 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 21.6 | |
| Apple Inc | 2,382.8 | 21.4 | |
| Amazon Com Inc | 1,093.0 | 7.7 | |
| Nvidia Corp | 399.6 | 6.0 | |
| Alphabet Inc | 1,475.1 | 5.8 | |
| Alphabet Inc | 1,482.6 | 5.6 | |
| Exxon Mobil Corp | 385.5 | 5.4 | |
| Mastercard Inc | 309.6 | 4.3 | |
| Tesla Motors Inc | 723.4 | 4.1 | |
| J P Morgan Chase & Co | 340.2 | 4.0 | |
| UnitedHealth Group Inc | 477.0 | 3.9 | |
| Johnson & Johnson | 465.6 | 3.7 | |
| Cisco Systems Inc | 178.3 | 3.6 | |
| Procter & Gamble Co | 338.1 | 3.5 | |
| AbbVie Inc | 269.5 | 3.2 | |
| Merck & Co Inc | 232.4 | 3.1 | |
| Lilly Eli & Co | 301.8 | 3.1 | |
| Texas Instruments Inc | 142.2 | 3.0 | |
| VISA Inc | 419.3 | 3.0 | |
| Home Depot Inc | 277.6 | 2.9 | |
| Chevron Corp | 294.6 | 2.9 | |
| Costco Wholesale Corp /NEW | 207.6 | 2.8 | |
| Broadcom Inc | 201.3 | 2.8 | |
| Adobe Systems Inc | 172.8 | 2.7 | |
| PepsiCo Inc | 226.8 | 2.6 | |
| Nike Inc | 161.8 | 2.6 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,071 | 0.7 |
| (b) Individuals (high net worth individuals) | 119 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 26 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 569 | 0.3 |
| (n) Other | 5 | 4.1 |
| Total | 3,794 | 5.3 |
| By Discretionary | ||
| Discretionary | 1,559 | 0.6 |
| Non-Discretionary | 2,235 | 4.7 |
| Total | 3,794 | 5.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.3 | |
| Total | 3,794 | 5.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0000732858] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Nicholas Hoffman & Company LLC
✚
|
GA | 5.5 |
|
Avantax Planning Partners Inc
✚
|
IA | 5.5 |
|
Mutual Advisors LLC
✚
|
WY | 5.3 |
|
Clear Investment Research LLC
✚
|
GA | 5.2 |
|
Saturna Capital Corporation
✚
|
WA | 5.2 |
|
Congress Wealth Management LLC
✚
|
MA | 5.1 |
|
Kore Private Wealth LLC
✚
|
NY | 5.1 |
|
Foyston Gordon & Payne Inc
✚
|
5.1 | |
|
Wipfli Financial Advisors LLC
✚
|
WI | 5.1 |
|
Turim 21 Investimentos LTDA
✚
|
5.1 |