Bok Financial Private Wealth, Inc. Incresed Positions in Q4 2024

Bok Financial Private Wealth, Inc.

  • $1.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CME
Cme Group Inc.

Financial Services
7
+ 116.67%
$221.17 - $246.02 $1.55K - $1.72K
13 $3K
ONON
On Holding Ag

Consumer Cyclical
21
+ 11.11%
$46.3 - $59.54 $972 - $1.25K
210 $11K
PNW
Pinnacle West Capital Corp

Utilities
18
+ 18.0%
$84.03 - $94.52 $1.51K - $1.7K
118 $10K
XLF
Financial Sector Spdr

ETFs
32
+ 8.0%
$44.89 - $51.34 $1.44K - $1.64K
432 $20K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 2.88%
$225.97 - $266.66 $904 - $1.07K
143 $34K
CMI
Cummins Inc

Industrials
3
+ 100.0%
$324.93 - $383.42 $975 - $1.15K
6 $2K
MAR
Marriott International Inc

Consumer Cyclical
4
+ 16.0%
$246.06 - $292.59 $984 - $1.17K
29 $8K
FISV
Fiserv Inc

Technology
11
+ 0.63%
N/A
1.75K $219K
ALL
Allstate Corp

Financial Services
5
+ 2.72%
$181.25 - $208.2 $906 - $1.04K
189 $36K
STLD
Steel Dynamics Inc

Basic Materials
5
+ 1.27%
N/A
399 $39K
DLTR
Dollar Tree, Inc.

Consumer Defensive
5
+ 22.73%
$61.21 - $76.19 $306 - $381
27 $2K
SPG
Simon Property Group Inc

Real Estate
1
+ 0.43%
$167.23 - $183.84 $167 - $184
236 $40K
ETN
Eaton Corp PLC

Industrials
3
+ 12.0%
$326.96 - $377.52 $981 - $1.13K
28 $9K
EA
Electronic Arts Inc.

Communication Services
4
+ 40.0%
$140.69 - $167.97 $563 - $672
14 $2K
F
Ford Motor CO

Consumer Cyclical
83
+ 51.88%
$9.69 - $11.4 $804 - $946
243 $2K
PTC
Ptc Inc.

Technology
2
+ 0.74%
$175.97 - $201.89 $352 - $404
271 $49K
TGT
Target Corp

Consumer Defensive
10
+ 40.0%
$121.59 - $160.69 $1.22K - $1.61K
35 $4K
ADSK
Autodesk, Inc.

Technology
4
+ 66.67%
N/A
10 $2K
AMD
Advanced Micro Devices Inc

Technology
37
+ 45.12%
$118.88 - $172.8 $4.4K - $6.39K
119 $14K
Ge Healthcare Technologies I
208
+ 239.08%
N/A
295 $0
SCHV
Schwab Strategic Tr Us Large C

ETFs
124
+ 200.0%
$25.79 - $80.4 $3.2K - $9.97K
186 $4K
BNS
Bank Of Nova Scotia

Financial Services
6
+ 1.66%
$51.5 - $57.02 $309 - $342
368 $19K
Veralto Corp
6
+ 46.15%
N/A
19 $0
TT
Trane Technologies PLC

Industrials
4
+ 4.0%
$369.35 - $419.14 $1.48K - $1.68K
104 $38K
BALL
Ball Corp

Consumer Cyclical
11
+ 36.67%
$54.84 - $67.94 $603 - $747
41 $2K
CE
Celanese Corp

Basic Materials
4
+ 33.33%
$67.03 - $136.68 $268 - $547
16 $1K
CB
Chubb LTD

Financial Services
7
+ 5.11%
$271.57 - $301.89 $1.9K - $2.11K
144 $39K
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 6.67%
$219.66 - $257.62 $439 - $515
32 $7K
SBUX
Starbucks Corp

Consumer Cyclical
23
+ 6.25%
$87.44 - $102.5 $2.01K - $2.36K
391 $35K
Ge Vernova Inc
167
+ 327.45%
N/A
218 $0
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 16.67%
$516.5 - $619.58 $517 - $620
7 $3K
New York Mtg Tr Inc
33
+ 3.74%
N/A
915 $0
KLAC
Kla Corp

Technology
2
+ 50.0%
$614.46 - $829.55 $1.23K - $1.66K
6 $3K
ROP
Roper Technologies Inc

Industrials
3
+ 9.68%
$519.85 - $575.95 $1.56K - $1.73K
34 $17K
Linde PLC
8
+ 53.33%
N/A
23 $0
DGX
Quest Diagnostics Inc

Healthcare
3
+ 30.0%
N/A
13 $1K
ORCL
Oracle Corp

Technology
29
+ 2.36%
$165.41 - $192.43 $4.8K - $5.58K
1.26K $209K
Gsk PLC
1
+ 0.03%
N/A
3.31K $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3
+ 1.2%
$62.09 - $82.32 $186 - $247
253 $16K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
292
+ 200.0%
$27.54 - $83.04 $8.04K - $24.2K
438 $12K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30
+ 100.0%
$22.63 - $47.53 $679 - $1.43K
60 $1K
KB
Kb Financial Group Inc.

Financial Services
2
+ 0.63%
$56.9 - $72.19 $114 - $144
319 $18K
ADI
Analog Devices Inc

Technology
10
+ 6.33%
$206.35 - $236.48 $2.06K - $2.36K
168 $35K
URI
United Rentals, Inc.

Industrials
1
+ 10.0%
$704.44 - $880.32 $704 - $880
11 $7K
SCHP
Schwab Strategic Us Tips ETF

ETFs
392
+ 100.0%
$25.74 - $53.78 $10.1K - $21.1K
784 $20K
OXY
Occidental Petroleum Corp

Energy
20
+ 2.5%
$45.36 - $55.91 $907 - $1.12K
820 $40K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
13
+ 2.42%
$27.09 - $32.06 $352 - $417
550 $15K
SPGI
S&P Global Inc.

Financial Services
6
+ 2.84%
$480.36 - $529.17 $2.88K - $3.18K
217 $108K
PGR
Progressive Corp

Financial Services
10
+ 3.33%
$239.6 - $268.88 $2.4K - $2.69K
310 $74K
Activity Summary
Buys All Purchases 297 New Holdings 180 Increased Positions 117 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
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