|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| BNY Mellon Securities Corporation
✚
|
|
|---|---|
| CRD # | 231 |
| SEC # | 801-54739 |
| CIK # | 0000277871, 0000732858 |
| AUM | $7.1 B (2025-04-04) |
| Employees | 306 (30% Investors, 71% Brokers) |
| Phone | 212-635-8827 |
| Address | 240 Greenwich Street New York, NY 10286-0001 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000277871 0000732858 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 27.9 | ||
| Nvidia Corp | 24.8 | ||
| Apple Inc | 20.2 | ||
| Amazon Com Inc | 14.4 | ||
| Facebook Inc | 9.7 | ||
| Broadcom Inc | 8.0 | ||
| Alphabet Inc | 7.4 | ||
| J P Morgan Chase & Co | 6.8 | ||
| Alphabet Inc | 5.5 | ||
| Exxon Mobil Corp | 5.0 | ||
| Tesla Motors Inc | 4.9 | ||
| Mastercard Inc | 4.8 | ||
| VISA Inc | 4.7 | ||
| Lilly Eli & Co | 4.1 | ||
| Netflix Inc | 3.9 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.9 | ||
| Johnson & Johnson | 3.6 | ||
| Costco Wholesale Corp /NEW | 3.4 | ||
| Cisco Systems Inc | 3.1 | ||
| Wal Mart Stores Inc | 2.9 | ||
| Home Depot Inc | 2.9 | ||
| Procter & Gamble Co | 2.8 | ||
| Linde PLC | 2.8 | ||
| Amphenol Corp /DE/ | 2.8 | ||
| Bank of America Corp /DE/ | 2.6 | ||
| Philip Morris International Inc | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,047 | 0.8 |
| (b) Individuals (high net worth individuals) | 192 | 0.4 |
| (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 | 26 | 0.0 |
| (h) Charitable organizations | 21 | 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 | 530 | 0.3 |
| (n) Other | 7 | 5.6 |
| Total | 3,823 | 7.1 |
| By Discretionary | ||
| Discretionary | 1,515 | 0.7 |
| Non-Discretionary | 2,308 | 6.4 |
| Total | 3,823 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 3,823 | 7.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000732858] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ARAX Advisory Partners LLC
✚
|
CO | 7.3 |
|
Pyrford International Ltd
✚
|
7.3 | |
|
Plancorp LLC
✚
|
MO | 7.3 |
|
R M Davis Inc
✚
|
ME | 7.3 |
|
Confluence Investment Management LLC
✚
|
MO | 7.3 |
|
Nicholas Hoffman & Company LLC
✚
|
GA | 7.2 |
|
DSM Capital Partners LLC
✚
|
FL | 7.1 |
|
Crossmark Global Investments Inc
✚
|
TX | 7.1 |
|
Glenmede Investment Management LP
✚
|
PA | 7.1 |
|
Bolton Securities Corp
✚
|
MA | 7.0 |