Bok Financial Private Wealth, Inc. Purchases in Q1 2025

Bok Financial Private Wealth, Inc.

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
176K
+ 14.86%
$47.4 - $52.99 $8.34M - $9.33M
1.36M $69.2M
VGSH
Vanguard

ETFs
75.1K
+ 81.26%
$58.07 - $58.69 $4.36M - $4.41M
168K $9.83M
IEFA
Ishares Tr

ETFs
13.2K
+ 2.28%
$69.57 - $78.65 $922K - $1.04M
594K $45M
VTV
Vanguard Value ETF

ETFs
2.8K
+ 0.49%
$167.73 - $179.21 $470K - $502K
576K $99.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.07K
+ 12.14%
$442.66 - $534.52 $472K - $570K
9.85K $5.24M
NVDA
Nvidia Corp

Technology
8.85K
+ 242.0%
$106.98 - $149.43 $946K - $1.32M
12.5K $1.35M
GLD
Spdr Gold Trust

ETFs
968
+ 7.89%
$243.19 - $288.14 $235K - $279K
13.2K $3.82M
META
Meta Platforms, Inc.

Communication Services
1.11K
+ 223.19%
$576.36 - $736.67 $638K - $815K
1.6K $923K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
17.3K
+ 28.08%
$27.01 - $28.54 $466K - $492K
78.7K $2.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.17K
+ 18.28%
$551.42 - $612.93 $647K - $719K
7.59K $4.25M
VONG
Vanguard Russell 1000 Growth E

ETFs
4.66K
New
$92.71 - $107.38 $432K - $500K
4.66K $432K
RJF
Raymond James Financial Inc

Financial Services
3.08K
+ 3667.86%
$137.62 - $172.64 $424K - $532K
3.17K $439K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
4
+ 0.0%
$18.36 - $20.51 $73.4 - $82
328K $6.48M
ONON
On Holding Ag

Consumer Cyclical
8.95K
+ 4262.38%
$43.92 - $63.62 $393K - $569K
9.16K $402K
EVR
Evercore Inc.

Financial Services
1.85K
New
$190.28 - $291.27 $353K - $540K
1.85K $370K
LLY
Eli Lilly & CO

Healthcare
436
+ 351.61%
$725.72 - $929.72 $316K - $405K
560 $462K
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.83K
+ 25.47%
$56.17 - $59.71 $327K - $348K
28.7K $1.64M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.91K
New
$105.24 - $117.4 $200K - $224K
1.91K $202K
UNP
Union Pacific Corp

Industrials
437
+ 5.13%
$225.21 - $254.42 $98.4K - $111K
8.96K $2.12M
CAH
Cardinal Health Inc

Healthcare
69
+ 0.84%
$118.02 - $137.77 $8.14K - $9.51K
8.26K $1.14M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.8K
New
$48.65 - $53.06 $136K - $149K
2.8K $145K
SBUX
Starbucks Corp

Consumer Cyclical
1.15K
+ 294.12%
$91.75 - $115.81 $106K - $133K
1.54K $151K
HIG
Hartford Financial Services Group, Inc.

Financial Services
92
+ 1.51%
$106.31 - $123.73 $9.78K - $11.4K
6.18K $765K
MTN
Vail Resorts Inc

Consumer Cyclical
584
New
$153.58 - $184.72 $89.7K - $108K
584 $93K
V
Visa Inc.

Financial Services
94
+ 7.34%
$306.92 - $362.71 $28.9K - $34.1K
1.38K $481K
PWR
Quanta Services, Inc.

Industrials
376
+ 118.24%
$236.71 - $358.03 $89K - $135K
694 $176K
CSCO
Cisco Systems, Inc.

Technology
180
+ 0.77%
$58.74 - $64.87 $10.6K - $11.7K
23.6K $1.45M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
354
New
$192.82 - $222.1 $68.3K - $78.6K
354 $68K
COP
Conocophillips

Energy
440
+ 12.14%
$88.6 - $105.85 $39K - $46.6K
4.07K $426K
PRU
Prudential Financial Inc

Financial Services
518
+ 58.73%
$105.04 - $122.33 $54.4K - $63.4K
1.4K $156K
GE
General Electric CO

Industrials
95
+ 10.83%
$168.59 - $212.13 $16K - $20.2K
972 $194K
MDT
Medtronic PLC

Healthcare
528
+ 8800.0%
$79.84 - $94.5 $42.2K - $49.9K
534 $47K
DUK
Duke Energy Corp

Utilities
376
New
$105.87 - $121.97 $39.8K - $45.9K
376 $45K
PGR
Progressive Corp

Financial Services
100
+ 32.26%
$235.61 - $291.22 $23.6K - $29.1K
410 $116K
AZN
Astrazeneca PLC

Healthcare
536
+ 197.79%
$65.37 - $77.96 $35K - $41.8K
807 $59K
CME
Cme Group Inc.

Financial Services
146
+ 1123.08%
$225.82 - $266.54 $33K - $38.9K
159 $42K
MDLZ
Mondelez International, Inc.

Consumer Defensive
317
+ 16.6%
$56.12 - $68.15 $17.8K - $21.6K
2.23K $151K
GTY
Getty Realty Corp

Real Estate
1.06K
New
$29.11 - $31.4 $30.9K - $33.3K
1.06K $33K
USB
Us Bancorp \De\

Financial Services
761
+ 543.57%
$40.92 - $50.9 $31.1K - $38.7K
901 $38K
ROL
Rollins Inc

Consumer Cyclical
537
New
$45.65 - $54.03 $24.5K - $29K
537 $29K
TFC
Truist Financial Corp

Financial Services
658
+ 263.2%
$39.48 - $48.15 $26K - $31.7K
908 $37K
KEY
Keycorp

Financial Services
1.74K
+ 582.55%
$15.15 - $18.3 $26.3K - $31.8K
2.03K $32K
FE
Firstenergy Corp

Utilities
660
+ 1178.57%
$37.95 - $43.5 $25K - $28.7K
716 $28K
CSL
Carlisle Companies Inc

Industrials
74
New
$326.43 - $408.24 $24.2K - $30.2K
74 $25K
CTAS
Cintas Corp

Industrials
121
+ 2016.67%
$182.09 - $208.14 $22K - $25.2K
127 $26K
GS
Goldman Sachs Group Inc

Financial Services
46
+ 80.7%
$524.81 - $672.19 $24.1K - $30.9K
103 $56K
LMT
Lockheed Martin Corp

Industrials
63
+ 69.23%
$423.19 - $506.29 $26.7K - $31.9K
154 $68K
FAST
Fastenal CO

Industrials
302
+ 3775.0%
$71.11 - $79.98 $21.5K - $24.2K
310 $24K
DGX
Quest Diagnostics Inc

Healthcare
163
+ 1253.85%
N/A
176 $24K
Activity Summary
Buys All Purchases 148 New Holdings 52 Increased Positions 96 Sells All Sells 201 Reductions 199 Sold out 2 Options Calls 0 Puts 0
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