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
FTI
Technip Fmc PLC

Energy
213
New
$25.3 - $32.57 $5.39K - $6.94K
213 $6K
XLB
Select Sector Spdr Fd Material

ETFs
70
New
$83.19 - $90.99 $5.82K - $6.37K
70 $6K
NFLX
Netflix Inc

Communication Services
6
+ 75.0%
$828.4 - $1058.6 $4.97K - $6.35K
14 $13K
DHR
Danaher Corp

Healthcare
62
+ 23.13%
$201.62 - $250.59 $12.5K - $15.5K
330 $67K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
53
New
$120.5 - $145.97 $6.39K - $7.74K
53 $6K
PLTR
Palantir Technologies Inc.

Technology
67
New
$64.98 - $124.62 $4.35K - $8.35K
67 $5K
AYI
Acuity Brands Inc

Industrials
22
New
$257.8 - $337.07 $5.67K - $7.42K
22 $5K
MANH
Manhattan Associates Inc

Technology
34
New
$163.5 - $295.1 $5.56K - $10K
34 $5K
FCN
Fti Consulting, Inc

Industrials
34
New
$160.54 - $198.75 $5.46K - $6.76K
34 $5K
RE
Everest Re Group LTD

Financial Services
14
+ 1400.0%
N/A
15 $5K
EHC
Encompass Health Corp

Healthcare
54
New
$91.05 - $102.2 $4.92K - $5.52K
54 $5K
AN
Autonation, Inc.

Consumer Cyclical
35
New
$156.67 - $195.15 $5.48K - $6.83K
35 $5K
QRVO
Qorvo, Inc.

Technology
71
New
$69.12 - $90.57 $4.91K - $6.43K
71 $5K
HOLX
Hologic Inc

Healthcare
71
+ 1420.0%
$60.7 - $73.77 $4.31K - $5.24K
76 $4K
LDOS
Leidos Holdings, Inc.

Technology
31
New
$126.82 - $161.11 $3.93K - $4.99K
31 $4K
SPG
Simon Property Group Inc

Real Estate
32
+ 13.56%
$159.48 - $187.78 $5.1K - $6.01K
268 $44K
ATR
Aptargroup, Inc.

Healthcare
27
New
$141.7 - $159.83 $3.83K - $4.32K
27 $4K
RNG
Ring Central, Inc.

Technology
196
New
$24.76 - $36.77 $4.85K - $7.21K
196 $4K
GPS
Gap Inc

Consumer Cyclical
183
New
N/A
183 $3K
UPS
United Parcel Service Inc

Industrials
12
+ 63.16%
$109.66 - $136.26 $1.32K - $1.64K
31 $3K
HIW
Highwoods Properties, Inc.

Real Estate
62
+ 35.84%
$27.69 - $30.78 $1.72K - $1.91K
235 $6K
Peakstone Realty Trust
8.38K
New
N/A
8.38K $0
Corpay Inc
41
+ 4100.0%
N/A
42 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1
+ 0.83%
$76.94 - $78.28 $76.9 - $78.3
122 $9K
Choiceone Finl Svcs Inc
135
New
N/A
135 $0
Blackrock Inc
7
+ 0.81%
N/A
873 $0
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
0
New
$203.38 - $274.79 $0 - $0
0 $0
Amentum Holdings Inc
905
+ 8.37%
N/A
11.7K $0
Kenvue Inc
275
New
N/A
275 $0
Lazard Inc
587
New
N/A
587 $0
Ge Vernova Inc
1.64K
+ 750.46%
N/A
1.85K $0
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.51%
$85.92 - $101.48 $85.9 - $101
199 $18K
SRE
Sempra Energy

Utilities
0
New
$67.85 - $87.67 $0 - $0
0 $0
Millrose Pptys Inc
37
New
N/A
37 $0
ORCL
Oracle Corp

Technology
189
+ 15.01%
$139.81 - $186.47 $26.4K - $35.2K
1.45K $202K
EW
Edwards Lifesciences Corp

Healthcare
60
+ 0.5%
$67.95 - $76.19 $4.08K - $4.57K
12.2K $881K
KEYS
Keysight Technologies, Inc.

Technology
353
+ 3.88%
$148.16 - $185.11 $52.3K - $65.3K
9.45K $1.42M
GOOG
Alphabet Inc.

Communication Services
177
+ 5.54%
$156.06 - $207.71 $27.6K - $36.8K
3.37K $526K
TSLA
Tesla, Inc.

Consumer Cyclical
37
+ 2.97%
$222.15 - $428.22 $8.22K - $15.8K
1.28K $332K
PSTG
Pure Storage, Inc.

Technology
2.12K
+ 13.65%
$44.27 - $72.37 $94K - $154K
17.7K $782K
VB
Vanguard Small Cap ETF

ETFs
1.31K
+ 2.37%
$217.89 - $252.64 $284K - $330K
56.5K $12.5M
VO
Vanguard Mid Cap ETF

ETFs
277
+ 0.18%
$251.87 - $277.95 $69.8K - $77K
155K $40.1M
AMZN
Amazon Com Inc

Consumer Cyclical
91
+ 0.23%
$190.26 - $242.06 $17.3K - $22K
39.6K $7.54M
GOOGL
Alphabet Inc.

Communication Services
44
+ 0.12%
$154.33 - $206.19 $6.79K - $9.07K
38K $5.88M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
37.9K
+ 2.83%
$57.21 - $65.8 $2.17M - $2.49M
1.38M $80.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.59K
+ 1.99%
$507.05 - $563.67 $4.86M - $5.41M
493K $253M
VUG
Vanguard Growth ETF

ETFs
4.95K
+ 1.26%
$369.1 - $427.61 $1.83M - $2.12M
399K $148M
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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