Bank Plus Trust Department Purchases in Q4 2024

Bank Plus Trust Department

  • $305 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
129K
New
$570.51 - $610.59 $73.8M - $78.9M
129K $76.1B
MSFT
Microsoft Corp

Technology
32.9K
New
$406.35 - $454.46 $13.4M - $14.9M
32.9K $13.9B
AAPL
Apple Inc.

Technology
50.4K
New
$221.69 - $259.02 $11.2M - $13M
50.4K $12.6B
NVDA
Nvidia Corp

Technology
67.7K
New
$117.0 - $148.88 $7.92M - $10.1M
67.7K $9.09B
JHMM
John Hancock Multifactor Mid C

ETFs
122K
New
$59.61 - $64.8 $7.25M - $7.89M
122K $7.27B
LLY
Eli Lilly & CO

Healthcare
7.62K
New
$727.2 - $932.06 $5.54M - $7.1M
7.62K $5.88B
PGR
Progressive Corp

Financial Services
24.4K
New
$239.6 - $268.88 $5.83M - $6.55M
24.4K $5.84B
ABBV
Abb Vie Inc.

Healthcare
26.2K
New
$164.99 - $203.87 $4.33M - $5.35M
26.2K $4.66B
GWW
W.W. Grainger, Inc.

Industrials
4.15K
New
$1023.06 - $1220.93 $4.25M - $5.07M
4.15K $4.38B
AMZN
Amazon Com Inc

Consumer Cyclical
18.1K
New
$180.88 - $232.93 $3.28M - $4.22M
18.1K $3.97B
ADP
Automatic Data Processing Inc

Industrials
12.7K
New
$280.08 - $307.97 $3.55M - $3.9M
12.7K $3.71B
HD
Home Depot, Inc.

Consumer Cyclical
8.51K
New
$385.02 - $431.37 $3.28M - $3.67M
8.51K $3.31B
TXN
Texas Instruments Inc

Technology
17.3K
New
N/A
17.3K $3.25B
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.22K
New
$481.22 - $538.17 $2.99M - $3.35M
6.22K $3.18B
TJX
Tjx Companies Inc

Consumer Cyclical
26K
New
$112.15 - $127.2 $2.92M - $3.31M
26K $3.14B
JPM
Jpmorgan Chase & CO

Financial Services
12.8K
New
$205.18 - $250.29 $2.62M - $3.2M
12.8K $3.06B
BX
Blackstone Inc.

Financial Services
17.7K
New
$148.45 - $199.05 $2.63M - $3.52M
17.7K $3.05B
ACN
Accenture PLC

Technology
8.39K
New
$343.9 - $376.86 $2.89M - $3.16M
8.39K $2.95B
LMT
Lockheed Martin Corp

Industrials
5.95K
New
$479.66 - $614.62 $2.85M - $3.66M
5.95K $2.89B
CSCO
Cisco Systems, Inc.

Technology
48.1K
New
$52.45 - $60.02 $2.52M - $2.89M
48.1K $2.85B
KO
Coca Cola CO

Consumer Defensive
39.8K
New
$61.74 - $71.71 $2.45M - $2.85M
39.8K $2.48B
OKE
Oneok Inc

Energy
24.6K
New
$92.28 - $117.05 $2.27M - $2.87M
24.6K $2.47B
GOOG
Alphabet Inc.

Communication Services
12.8K
New
$163.08 - $198.16 $2.09M - $2.54M
12.8K $2.44B
ABT
Abbott Laboratories

Healthcare
20.5K
New
$111.93 - $119.39 $2.29M - $2.44M
20.5K $2.31B
XOM
Exxon Mobil Corp

Energy
21.2K
New
$105.51 - $125.37 $2.24M - $2.66M
21.2K $2.28B
CRM
Salesforce, Inc.

Technology
6.77K
New
$270.87 - $367.87 $1.83M - $2.49M
6.77K $2.26B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.72K
New
$442.29 - $483.08 $2.09M - $2.28M
4.72K $2.14B
AMGN
Amgen Inc

Healthcare
7.98K
New
$258.78 - $328.31 $2.07M - $2.62M
7.98K $2.08B
WMT
Walmart Inc.

Consumer Defensive
23K
New
$79.1 - $95.7 $1.82M - $2.2M
23K $2.08B
FAST
Fastenal CO

Industrials
26.9K
New
$69.99 - $84.35 $1.88M - $2.27M
26.9K $1.93B
TSLA
Tesla, Inc.

Consumer Cyclical
4.72K
New
$213.65 - $479.86 $1.01M - $2.26M
4.72K $1.9B
NEE
Nextera Energy Inc

Utilities
26.3K
New
$69.77 - $85.43 $1.83M - $2.25M
26.3K $1.89B
EGP
Eastgroup Properties Inc

Real Estate
11.7K
New
$158.74 - $185.14 $1.85M - $2.16M
11.7K $1.87B
JCPB
J P Morgan Exchange Traded Fd

ETFs
39.3K
New
$46.07 - $48.17 $1.81M - $1.89M
39.3K $1.81B
DLR
Digital Realty Trust, Inc.

Real Estate
10.2K
New
$156.46 - $195.69 $1.59M - $1.99M
10.2K $1.81B
ARCC
Ares Capital Corp

Financial Services
80.2K
New
$20.74 - $22.27 $1.66M - $1.79M
80.2K $1.75B
CAT
Caterpillar Inc

Industrials
4.81K
New
$360.37 - $416.88 $1.73M - $2.01M
4.81K $1.75B
IWM
Ishares Russell 2000 ETF

ETFs
7.72K
New
$216.13 - $242.4 $1.67M - $1.87M
7.72K $1.7B
ENB
Enbridge Inc

Energy
39.9K
New
$40.4 - $43.92 $1.61M - $1.75M
39.9K $1.69B
V
Visa Inc.

Financial Services
5.25K
New
$273.87 - $320.91 $1.44M - $1.69M
5.25K $1.66B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
78.4K
New
$20.6 - $20.71 $1.62M - $1.62M
78.4K $1.62B
VLO
Valero Energy Corp

Energy
13.2K
New
$118.59 - $144.02 $1.56M - $1.89M
13.2K $1.61B
DGX
Quest Diagnostics Inc

Healthcare
10.6K
New
N/A
10.6K $1.6B
DIS
Walt Disney CO

Communication Services
14.2K
New
$92.39 - $117.6 $1.31M - $1.67M
14.2K $1.58B
GRMN
Garmin LTD

Technology
7.52K
New
$161.91 - $220.77 $1.22M - $1.66M
7.52K $1.55B
BMY
Bristol Myers Squibb CO

Healthcare
27.4K
New
$51.92 - $59.94 $1.42M - $1.64M
27.4K $1.55B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.64K
New
$172.07 - $207.36 $1.31M - $1.58M
7.64K $1.51B
AJG
Arthur J. Gallagher & Co.

Financial Services
5.29K
New
$278.49 - $315.16 $1.47M - $1.67M
5.29K $1.5B
Lam Research Corp
20.6K
New
N/A
20.6K $1.49B
Activity Summary
Buys All Purchases 471 New Holdings 471 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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