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
OKTA
Okta, Inc.

Technology
100
New
$71.0 - $100.39 $7.1K - $10K
100 $7K
APPN
Appian Corp

Technology
200
New
$27.04 - $37.8 $5.41K - $7.56K
200 $6K
EMN
Eastman Chemical CO

Basic Materials
60
New
$93.82 - $113.74 $5.63K - $6.82K
60 $6K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
60
New
$104.47 - $116.17 $6.27K - $6.97K
60 $6K
CVS
Cvs Health Corp

Healthcare
100
New
$55.81 - $63.18 $5.58K - $6.32K
100 $6K
PLTR
Palantir Technologies Inc.

Technology
150
New
$24.09 - $37.95 $3.61K - $5.69K
150 $5K
UBER
Uber Technologies, Inc

Technology
27
+ 4.47%
$58.48 - $77.47 $1.58K - $2.09K
631 $47K
DOCN
Digital Ocean Holdings, Inc.

Technology
100
New
$27.27 - $43.23 $2.73K - $4.32K
100 $4K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
3
+ 7.89%
$1024.09 - $1201.76 $3.07K - $3.61K
41 $43K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 3.61%
$247.34 - $300.11 $742 - $900
86 $25K
BUSE
First Busey Corp

Financial Services
175
New
$23.54 - $28.41 $4.12K - $4.97K
175 $4K
NVO
Novo Nordisk A S

Healthcare
2.02K
+ 20.15%
$119.07 - $145.42 $240K - $293K
12K $1.43M
SLAB
Silicon Laboratories Inc.

Technology
30
New
$94.31 - $125.1 $2.83K - $3.75K
30 $3K
TECK
Teck Resources LTD

Basic Materials
62
New
$43.48 - $53.4 $2.7K - $3.31K
62 $3K
KLAC
Kla Corp

Technology
4
New
$696.17 - $892.35 $2.78K - $3.57K
4 $3K
AMGN
Amgen Inc

Healthcare
6
+ 6.0%
$309.38 - $337.38 $1.86K - $2.02K
106 $34K
MLM
Martin Marietta Materials Inc

Basic Materials
6
New
$502.48 - $593.35 $3.01K - $3.56K
6 $3K
TWLO
Twilio Inc

Communication Services
50
New
$56.03 - $65.23 $2.8K - $3.26K
50 $3K
BNS
Bank Of Nova Scotia

Financial Services
6
+ 1.69%
$44.71 - $54.78 $268 - $329
362 $19K
WBD
Warner Bros. Discovery, Inc.

Communication Services
277
New
$6.71 - $8.78 $1.86K - $2.43K
277 $2K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
28
New
$85.03 - $94.56 $2.38K - $2.65K
28 $2K
FCX
Freeport Mcmoran Inc

Basic Materials
50
New
$39.52 - $51.92 $1.98K - $2.6K
50 $2K
KD
Kyndryl Holdings, Inc.

Technology
100
+ 78.74%
$21.78 - $27.63 $2.18K - $2.76K
227 $5K
KB
Kb Financial Group Inc.

Financial Services
2
+ 0.63%
$56.85 - $67.06 $114 - $134
317 $19K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
35
New
$76.83 - $91.38 $2.69K - $3.2K
35 $2K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.49%
$101.72 - $112.94 $102 - $113
205 $23K
EMBC
Embecta Corp.

Healthcare
140
+ 35.0%
$11.46 - $16.56 $1.6K - $2.32K
540 $7K
HIW
Highwoods Properties, Inc.

Real Estate
2
+ 1.17%
$25.97 - $33.6 $51.9 - $67.2
173 $5K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
162
+ 40.5%
$8.26 - $12.16 $1.34K - $1.97K
562 $5K
DOCU
Docusign, Inc.

Technology
20
New
$49.73 - $62.53 $995 - $1.25K
20 $1K
EMB
Ishares Tr

ETFs
2
+ 1.25%
$87.75 - $93.74 $176 - $187
162 $15K
VTRS
Viatris Inc

Healthcare
41
+ 4.75%
$10.32 - $12.13 $423 - $497
905 $10K
USRT
Ishares Core U.S. Reit ETF

ETFs
30
New
$53.07 - $62.66 $1.59K - $1.88K
30 $1K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
24
New
$72.01 - $84.34 $1.73K - $2.02K
24 $1K
EA
Electronic Arts Inc.

Communication Services
10
New
$137.32 - $151.82 $1.37K - $1.52K
10 $1K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
30
+ 2.05%
$9.89 - $11.43 $297 - $343
1.49K $16K
AMD
Advanced Micro Devices Inc

Technology
8
+ 10.81%
$128.67 - $183.96 $1.03K - $1.47K
82 $13K
AKAM
Akamai Technologies Inc

Technology
18
New
N/A
18 $1K
ADSK
Autodesk, Inc.

Technology
6
New
$245.83 - $245.83 $1.47K - $1.47K
6 $1K
AVDV
American Centy ETF Tr Avantis

ETFs
7
New
$62.52 - $71.12 $438 - $498
7 $0
DTE
Dte Energy CO

Utilities
0
New
$108.67 - $128.41 $0 - $0
0 $0
ZIMV
Zim Vie Inc.

Healthcare
6
New
$15.43 - $21.95 $92.6 - $132
6 $0
DTM
Dt Midstream, Inc.

Energy
0
New
$69.34 - $79.28 $0 - $0
0 $0
UMBF
Umb Financial Corp

Financial Services
0
New
$81.41 - $108.94 $0 - $0
0 $0
UMC
United Microelectronics Corp

Technology
44
+ 4.15%
$7.43 - $8.89 $327 - $391
1.1K $9K
ZTO
Zto Express (Cayman) Inc.

Industrials
0
New
$18.33 - $24.77 $0 - $0
0 $0
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
13
New
$58.21 - $69.9 $757 - $909
13 $0
BCE
Bce Inc

Communication Services
0
New
$31.33 - $36.08 $0 - $0
0 $0
DDD
3 D Systems Corp

Technology
15
New
$1.88 - $4.1 $28.2 - $61.5
15 $0
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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