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 $541,561. This represents 0.06% of its overall portfolio holdings.

Number of Shares
28,177
Previous 27,527 2.36%
Holding current value
$541,561
Previous $391,000 20.72%
% of portfolio
0.06%
Previous 0.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About KEYCORP


  • Ticker KEY
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 932,937,984
  • Market Cap $17.9B
  • 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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