Bok Financial Private Wealth, Inc. New Holdings in Q3 2024

Bok Financial Private Wealth, Inc.

  • $1.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MLM
Martin Marietta Materials Inc

Basic Materials
6
New
$502.48 - $593.35 $3.01K - $3.56K
6 $3K
KLAC
Kla Corp

Technology
4
New
$696.17 - $892.35 $2.78K - $3.57K
4 $3K
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
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
35
New
$76.83 - $91.38 $2.69K - $3.2K
35 $2K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
24
New
$72.01 - $84.34 $1.73K - $2.02K
24 $1K
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
USRT
Ishares Core U.S. Reit ETF

ETFs
30
New
$53.07 - $62.66 $1.59K - $1.88K
30 $1K
DOCU
Docusign, Inc.

Technology
20
New
$49.73 - $62.53 $995 - $1.25K
20 $1K
BCE
Bce Inc

Communication Services
0
New
$31.33 - $36.08 $0 - $0
0 $0
AVDV
American Centy ETF Tr Avantis

ETFs
7
New
$62.52 - $71.12 $438 - $498
7 $0
RCI
Rogers Communications Inc

Communication Services
0
New
$36.2 - $41.17 $0 - $0
0 $0
ZTO
Zto Express (Cayman) Inc.

Industrials
0
New
$18.33 - $24.77 $0 - $0
0 $0
PPL
Ppl Corp

Utilities
0
New
$27.36 - $33.08 $0 - $0
0 $0
ZIMV
Zim Vie Inc.

Healthcare
6
New
$15.43 - $21.95 $92.6 - $132
6 $0
TXT
Textron Inc

Industrials
0
New
$83.46 - $94.02 $0 - $0
0 $0
UMBF
Umb Financial Corp

Financial Services
0
New
$81.41 - $108.94 $0 - $0
0 $0
Amentum Holdings Inc
13.2K
New
N/A
13.2K $0
Veralto Corp
13
New
N/A
13 $0
VRT
Vertiv Holdings CO

Industrials
8
New
$86.66 - $86.66 $693 - $693
8 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2
New
$150.01 - $182.29 $300 - $365
2 $0
ROK
Rockwell Automation, Inc

Industrials
3
New
$248.27 - $294.37 $745 - $883
3 $0
PHM
Pultegroup Inc

Consumer Cyclical
0
New
$103.95 - $144.98 $0 - $0
0 $0
MPW
Medical Properties Trust Inc

Real Estate
0
New
$4.03 - $6.38 $0 - $0
0 $0
DTM
Dt Midstream, Inc.

Energy
0
New
$69.34 - $79.28 $0 - $0
0 $0
DTE
Dte Energy CO

Utilities
0
New
$108.67 - $128.41 $0 - $0
0 $0
M
Macy'S, Inc.

Consumer Cyclical
0
New
$14.31 - $19.64 $0 - $0
0 $0
LRCX
Lam Research Corp

Technology
1
New
$731.56 - $1127.3 $732 - $1.13K
1 $0
Grayscale Bitcoin Mini Tr Bt
100
New
N/A
100 $0
Ishares Bitcoin Trust ETF
137
New
N/A
137 $0
FFIN
First Financial Bankshares Inc

Financial Services
0
New
$28.56 - $39.46 $0 - $0
0 $0
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
0
New
$91.94 - $113.13 $0 - $0
0 $0
DFIN
Donnelley Financial Solutions, Inc.

Financial Services
13
New
$58.21 - $69.9 $757 - $909
13 $0
NWSA
News Corp

Communication Services
0
New
$25.41 - $28.44 $0 - $0
0 $0
BB
Blackberry LTD

Technology
335
New
$2.11 - $2.63 $707 - $881
335 $0
PUK
Prudential PLC

Financial Services
0
New
$16.07 - $19.33 $0 - $0
0 $0
BYD
Boyd Gaming Corp

Consumer Cyclical
0
New
$53.72 - $65.35 $0 - $0
0 $0
NXPI
Nxp Semiconductors N.V.

Technology
0
New
$225.14 - $290.78 $0 - $0
0 $0
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
0
New
$85.44 - $110.36 $0 - $0
0 $0
LNG
Cheniere Energy, Inc.

Energy
5
New
$172.24 - $186.09 $861 - $930
5 $0
DDD
3 D Systems Corp

Technology
15
New
$1.88 - $4.1 $28.2 - $61.5
15 $0
NTRS
Northern Trust Corp

Financial Services
0
New
$82.48 - $92.62 $0 - $0
0 $0
HBAN
Huntington Bancshares Inc

Financial Services
0
New
$12.84 - $15.15 $0 - $0
0 $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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