Bok Financial Private Wealth, Inc. Purchases in Q3 2024

Bok Financial Private Wealth, Inc.

  • $1.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
142
New
$283.13 - $365.01 $40.2K - $51.8K
142 $51K
PFE
Pfizer Inc

Healthcare
1.3K
+ 9.78%
$27.7 - $31.39 $36K - $40.7K
14.6K $421K
NFLX
Netflix Inc

Communication Services
69
New
$598.55 - $722.26 $41.3K - $49.8K
69 $48K
CLX
Clorox CO

Consumer Defensive
290
New
$131.73 - $166.97 $38.2K - $48.4K
290 $47K
BCPC
Balchem Corp

Basic Materials
260
New
$154.1 - $181.56 $40.1K - $47.2K
260 $45K
T
At&T Inc.

Communication Services
1.64K
+ 54.17%
$18.21 - $22.28 $29.8K - $36.5K
4.66K $102K
ORCL
Oracle Corp

Technology
61
+ 5.22%
$125.9 - $170.35 $7.68K - $10.4K
1.23K $209K
HAS
Hasbro, Inc.

Consumer Cyclical
575
New
$56.54 - $72.32 $32.5K - $41.6K
575 $41K
BAC
Bank Of America Corp

Financial Services
990
+ 30.95%
$36.65 - $44.13 $36.3K - $43.7K
4.19K $166K
GLW
Corning Inc

Technology
770
+ 128.12%
$37.76 - $46.2 $29.1K - $35.6K
1.37K $61K
ED
Consolidated Edison Inc

Utilities
335
New
$88.42 - $104.97 $29.6K - $35.2K
335 $34K
KHC
Kraft Heinz CO

Consumer Defensive
944
New
$31.86 - $36.13 $30.1K - $34.1K
944 $33K
SO
Southern CO

Utilities
350
New
$77.0 - $90.52 $27K - $31.7K
350 $31K
OXY
Occidental Petroleum Corp

Energy
600
+ 300.0%
$49.91 - $63.73 $29.9K - $38.2K
800 $41K
BHP
Bhp Group LTD

Basic Materials
432
New
$51.32 - $62.11 $22.2K - $26.8K
432 $26K
ETR
Entergy Corp

Utilities
200
New
$104.75 - $131.61 $21K - $26.3K
200 $26K
WFC
Wells Fargo & Company

Financial Services
560
+ 27.45%
$51.58 - $60.97 $28.9K - $34.1K
2.6K $146K
CIEN
Ciena Corp

Technology
400
New
$45.77 - $62.46 $18.3K - $25K
400 $24K
INTC
Intel Corp

Technology
1.46K
+ 106.96%
$18.9 - $34.87 $27.6K - $50.9K
2.83K $66K
HPE
Hewlett Packard Enterprise CO

Technology
1.15K
New
$16.1 - $21.44 $18.5K - $24.6K
1.15K $23K
NEM
Newmont Corp

Basic Materials
399
+ 415.63%
$41.65 - $55.85 $16.6K - $22.3K
495 $26K
SCCO
Southern Copper Corp

Basic Materials
197
New
$94.1 - $120.43 $18.5K - $23.7K
197 $22K
FR
First Industrial Realty Trust Inc

Real Estate
382
New
$47.13 - $56.97 $18K - $21.8K
382 $21K
VIG
Vanguard Dividend Appreciation

ETFs
115
+ 7.22%
$182.15 - $182.15 $20.9K - $20.9K
1.71K $310K
VTR
Ventas, Inc.

Real Estate
314
New
$50.88 - $65.33 $16K - $20.5K
314 $20K
V
Visa Inc.

Financial Services
8
+ 0.55%
$253.74 - $291.56 $2.03K - $2.33K
1.45K $399K
ITW
Illinois Tool Works Inc

Industrials
50
+ 20.24%
$233.14 - $263.97 $11.7K - $13.2K
297 $77K
ADM
Archer Daniels Midland CO

Consumer Defensive
315
New
$57.96 - $65.72 $18.3K - $20.7K
315 $18K
STLD
Steel Dynamics Inc

Basic Materials
190
+ 93.14%
N/A
394 $38K
SNOW
Snowflake Inc.

Technology
150
New
$108.56 - $143.02 $16.3K - $21.5K
150 $17K
CMCSA
Comcast Corp

Communication Services
421
New
$37.33 - $41.78 $15.7K - $17.6K
421 $17K
CARR
Carrier Global Corp

Industrials
200
New
$61.9 - $80.88 $12.4K - $16.2K
200 $16K
C
Citigroup Inc

Financial Services
250
New
$56.11 - $67.61 $14K - $16.9K
250 $15K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
322
New
$31.95 - $38.02 $10.3K - $12.2K
322 $12K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
300
New
$36.02 - $41.68 $10.8K - $12.5K
300 $12K
BXP
Boston Properties Inc

Real Estate
150
New
$60.3 - $82.49 $9.05K - $12.4K
150 $12K
UPS
United Parcel Service Inc

Industrials
81
+ 97.59%
$123.32 - $147.38 $9.99K - $11.9K
164 $22K
D
Dominion Energy, Inc

Utilities
200
New
$48.01 - $58.53 $9.6K - $11.7K
200 $11K
BX
Blackstone Inc.

Financial Services
2
+ 0.56%
$120.77 - $159.66 $242 - $319
362 $55K
NBIX
Neurocrine Biosciences Inc

Healthcare
100
New
$114.58 - $153.15 $11.5K - $15.3K
100 $11K
AMBA
Ambarella Inc

Technology
200
New
$39.79 - $65.3 $7.96K - $13.1K
200 $11K
OTIS
Otis Worldwide Corp

Industrials
100
New
$91.43 - $104.43 $9.14K - $10.4K
100 $10K
DRI
Darden Restaurants Inc

Consumer Cyclical
62
New
$138.06 - $172.74 $8.56K - $10.7K
62 $10K
AB
Alliancebernstein Holding L.P.

Financial Services
300
New
$31.87 - $35.39 $9.56K - $10.6K
300 $10K
DHR
Danaher Corp

Healthcare
3
+ 1.19%
$239.25 - $280.76 $718 - $842
256 $71K
PNW
Pinnacle West Capital Corp

Utilities
100
New
$75.52 - $91.31 $7.55K - $9.13K
100 $8K
MRO
Marathon Oil Corp

Energy
301
New
$25.87 - $29.26 $7.79K - $8.81K
301 $8K
NTR
Nutrien Ltd.

Basic Materials
200
+ 21.28%
$45.26 - $52.2 $9.05K - $10.4K
1.14K $54K
NEE
Nextera Energy Inc

Utilities
2
+ 0.42%
$69.9 - $84.97 $140 - $170
475 $40K
Activity Summary
Buys All Purchases 186 New Holdings 96 Increased Positions 90 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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