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
WMB
Williams Companies, Inc.

Energy
380
New
$54.02 - $61.09 $20.5K - $23.2K
380 $22K
TROW
Price T Rowe Group Inc

Financial Services
251
+ 2510.0%
$91.57 - $116.93 $23K - $29.3K
261 $23K
ADBE
Adobe Inc.

Technology
55
+ 687.5%
$377.84 - $464.11 $20.8K - $25.5K
63 $24K
AMAT
Applied Materials Inc

Technology
148
+ 128.7%
$145.06 - $195.51 $21.5K - $28.9K
263 $38K
BLDR
Builders First Source, Inc.

Industrials
178
+ 97.27%
$122.8 - $173.51 $21.9K - $30.9K
361 $45K
SYF
Synchrony Financial

Financial Services
364
+ 2022.22%
$51.9 - $70.63 $18.9K - $25.7K
382 $20K
AMP
Ameriprise Financial Inc

Financial Services
40
+ 2000.0%
$472.29 - $575.13 $18.9K - $23K
42 $20K
ISRG
Intuitive Surgical Inc

Healthcare
49
+ 26.34%
$476.63 - $610.45 $23.4K - $29.9K
235 $116K
STAG
Stag Industrial, Inc.

Real Estate
540
New
$32.39 - $37.07 $17.5K - $20K
540 $19K
INGR
Ingredion Inc

Consumer Defensive
134
+ 74.44%
$125.6 - $137.36 $16.8K - $18.4K
314 $42K
PSX
Phillips 66

Energy
133
+ 92.36%
$113.93 - $131.55 $15.2K - $17.5K
277 $34K
PEG
Public Service Enterprise Group Inc

Utilities
221
+ 149.32%
$78.2 - $90.39 $17.3K - $20K
369 $30K
TJX
Tjx Companies Inc

Consumer Cyclical
142
+ 25.4%
$112.81 - $126.16 $16K - $17.9K
701 $85K
HUBB
Hubbell Inc

Industrials
54
New
$330.91 - $456.86 $17.9K - $24.7K
54 $17K
NTAP
Net App, Inc.

Technology
187
+ 3740.0%
$87.84 - $126.3 $16.4K - $23.6K
192 $16K
CDNS
Cadence Design Systems Inc

Technology
65
+ 1300.0%
$233.96 - $324.52 $15.2K - $21.1K
70 $17K
PCG
Pg&E Corp

Utilities
910
New
$15.16 - $20.4 $13.8K - $18.6K
910 $15K
GILD
Gilead Sciences, Inc.

Healthcare
137
+ 13700.0%
$89.14 - $117.41 $12.2K - $16.1K
138 $15K
CF
Cf Industries Holdings, Inc.

Basic Materials
192
+ 6400.0%
$75.03 - $97.25 $14.4K - $18.7K
195 $15K
CL
Colgate Palmolive CO

Consumer Defensive
128
+ 15.82%
$85.68 - $97.5 $11K - $12.5K
937 $87K
FRT
Federal Realty Investment Trust

Real Estate
141
+ 2820.0%
$94.7 - $111.82 $13.4K - $15.8K
146 $14K
LNG
Cheniere Energy, Inc.

Energy
63
+ 1260.0%
$209.32 - $253.66 $13.2K - $16K
68 $15K
CASY
Caseys General Stores Inc

Consumer Cyclical
34
New
$378.71 - $442.54 $12.9K - $15K
34 $14K
CPT
Camden Property Trust

Real Estate
115
+ 1916.67%
$109.16 - $125.53 $12.6K - $14.4K
121 $14K
APD
Air Products & Chemicals, Inc.

Basic Materials
44
+ 1466.67%
$283.24 - $338.07 $12.5K - $14.9K
47 $13K
NEE
Nextera Energy Inc

Utilities
170
+ 91.89%
$66.96 - $76.16 $11.4K - $12.9K
355 $25K
SPGI
S&P Global Inc.

Financial Services
21
+ 9.68%
$478.26 - $543.77 $10K - $11.4K
238 $120K
SEIC
Sei Investments CO

Financial Services
154
New
$72.08 - $86.58 $11.1K - $13.3K
154 $11K
CRWD
Crowd Strike Holdings, Inc.

Technology
34
New
$308.86 - $455.36 $10.5K - $15.5K
34 $11K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
42
+ 525.0%
$208.48 - $244.03 $8.76K - $10.2K
50 $12K
ALL
Allstate Corp

Financial Services
38
+ 20.11%
$180.99 - $210.18 $6.88K - $7.99K
227 $47K
KMB
Kimberly Clark Corp

Consumer Defensive
42
+ 8.81%
$124.46 - $147.4 $5.23K - $6.19K
519 $73K
VRSN
Verisign Inc

Technology
41
New
$205.1 - $254.74 $8.41K - $10.4K
41 $10K
BERY
Berry Global Group, Inc.

Consumer Cyclical
137
New
$64.35 - $73.03 $8.82K - $10K
137 $9K
HSY
Hershey CO

Consumer Defensive
41
+ 12.42%
$144.74 - $186.36 $5.93K - $7.64K
371 $63K
GPC
Genuine Parts CO

Consumer Cyclical
69
+ 1150.0%
$115.91 - $129.02 $8K - $8.9K
75 $8K
OHI
Omega Healthcare Investors Inc

Real Estate
203
New
$35.7 - $38.33 $7.25K - $7.78K
203 $7K
UHS
Universal Health Services Inc

Healthcare
38
New
$163.99 - $193.27 $6.23K - $7.34K
38 $7K
LAMR
Lamar Advertising CO

Real Estate
66
New
$110.65 - $132.9 $7.3K - $8.77K
66 $7K
KLAC
Kla Corp

Technology
10
+ 166.67%
$636.62 - $777.63 $6.37K - $7.78K
16 $10K
TRU
Trans Union

Industrials
87
New
$80.45 - $100.25 $7K - $8.72K
87 $7K
JBHT
Hunt J B Transport Services Inc

Industrials
50
+ 2500.0%
$146.12 - $186.55 $7.31K - $9.33K
52 $7K
NEM
Newmont Corp

Basic Materials
112
+ 84.21%
$37.79 - $48.39 $4.23K - $5.42K
245 $11K
RRX
Regal Rexnord Corp

Industrials
65
New
$113.85 - $167.1 $7.4K - $10.9K
65 $7K
WSM
Williams Sonoma Inc

Consumer Cyclical
44
New
$158.1 - $217.71 $6.96K - $9.58K
44 $6K
UTHR
United Therapeutics Corp

Healthcare
22
New
$304.42 - $380.78 $6.7K - $8.38K
22 $6K
SNA
Snap On Inc

Industrials
18
New
$324.09 - $358.62 $5.83K - $6.46K
18 $6K
GXO
Gxo Logistics, Inc.

Industrials
170
New
$36.31 - $46.18 $6.17K - $7.85K
170 $6K
FOUR
Shift4 Payments, Inc.

Technology
78
New
$81.71 - $125.66 $6.37K - $9.8K
78 $6K
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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