Institute For Wealth Management, Llc. Keycorp Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Keycorp stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 28,177 shares of KEY stock, worth $536,771. This represents 0.06% of its overall portfolio holdings.

Number of Shares

28,177

Previous 27,527 2.36%

Holding current value

$536,771

Previous $391,000 20.72%

% of portfolio

0.06%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$13.95 - $17.34 $9,067 - $11,271	650 Added 2.36%	28,177 $472,000
Q4 2023 Jan 31, 2024	SELL	$9.81 - $14.77 $11,644 - $17,531	-1,187 Reduced 4.13%	27,527 $396,000
Q3 2023 Oct 13, 2023	SELL	$9.43 - $12.57 $603 - $804	-64 Reduced 0.22%	28,714 $308,000
Q2 2023 Jul 25, 2023	SELL	$8.93 - $12.38 $803 - $1,114	-90 Reduced 0.31%	28,778 $265,000
Q1 2023 Apr 20, 2023	SELL	$11.27 - $20.05 $3,606 - $6,416	-320 Reduced 1.1%	28,868 $361,000
Q4 2022 Feb 02, 2023	SELL	$15.57 - $19.83 $2,864 - $3,648	-184 Reduced 0.63%	29,188 $508,000
Q2 2022 Jul 25, 2022	BUY	$17.0 - $21.75 $12,155 - $15,551	715 Added 2.5%	29,372 $506,000
Q3 2021 Nov 15, 2021	SELL	$18.49 - $21.99 $9,245 - $10,995	-500 Reduced 1.71%	28,657 $620,000
Q1 2021 May 04, 2021	SELL	$16.29 - $21.54 $5,147 - $6,806	-316 Reduced 1.07%	29,157 $583,000
Q4 2020 Feb 01, 2021	BUY	$11.92 - $16.75 $21,789 - $30,619	1,828 Added 6.61%	29,473 $484,000
Q3 2020 Nov 03, 2020	BUY	$11.03 - $13.08 $705 - $837	64 Added 0.23%	27,645 $330,000
Q2 2020 Jul 30, 2020	BUY	$9.07 - $15.21 $6,158 - $10,327	679 Added 2.52%	27,581 $336,000
Q1 2020 Apr 29, 2020	BUY	$8.16 - $20.26 $5,467 - $13,574	670 Added 2.55%	26,902 $279,000
Q4 2019 Feb 27, 2020	BUY	$16.74 - $20.4 $430,234 - $524,300	25,701 Added 4840.11%	26,232 $531,000
Q4 2019 Jan 27, 2020	SELL	$16.74 - $20.4 $430,234 - $524,300	-25,701 Reduced 97.98%	531 $531,000
Q2 2019 Aug 02, 2019	SELL	$15.97 - $17.75 $8,559 - $9,514	-536 Reduced 2.0%	26,232 $466,000
Q1 2019 May 15, 2019	BUY	$14.97 - $17.95 $400,716 - $480,485	26,768 New	26,768 $422,000
Q4 2018 Feb 08, 2019	SELL	$13.82 - $20.52 $374,273 - $555,722	-27,082 Closed	0 $0
Q3 2018 Oct 29, 2018	SELL	$19.56 - $21.74 $1,467 - $1,630	-75 Reduced 0.28%	27,082 $548,000
Q2 2018 Aug 10, 2018	BUY	$18.87 - $20.67 $943 - $1,033	50 Added 0.18%	27,157 $532,000
Q1 2018 May 15, 2018	SELL	$19.04 - $22.15 $4,455 - $5,183	-234 Reduced 0.86%	27,107 $539,000
Q4 2017 Feb 12, 2018	SELL	$17.64 - $20.44 $39,972 - $46,317	-2,266 Reduced 7.65%	27,341 $551,000
Q3 2017 Nov 14, 2017	BUY	$16.47 - $18.82 $4,611 - $5,269	280 Added 0.95%	29,607 $561,000
Q2 2017 Aug 14, 2017	BUY	N/A	29,327	29,327 $550,000

Others Institutions Holding KEY

# of Institutions

873

Shares Held

746M

Call Options Held

Put Options Held

5.57M

View Full List

About KEYCORP

Ticker KEY
Exchange NYSE
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 932,937,984
Market Cap $17.8B
Description
KeyCorp operates as the holding company for KeyBank National Association that provides various retail and commercial banking products and services in the United States. It operates in two segments, Consumer Bank and Commercial Bank. The company offers various deposits, investment products and services; and personal finance and financial wellness...

More about KEY

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Institute For Wealth Management, Llc. Keycorp Transaction History