Keel Point, LLC Purchases in Q3 2024

Keel Point, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AMT
American Tower Corp

Real Estate
36
+ 1.77%
$192.27 - $242.73 $6.92K - $8.74K
2.07K $481K
TMUS
T Mobile Us, Inc.

Communication Services
189
+ 12.12%
$175.14 - $206.36 $33.1K - $39K
1.75K $360K
AXP
American Express CO

Financial Services
22
+ 1.09%
$225.92 - $271.17 $4.97K - $5.97K
2.04K $552K
ALL
Allstate Corp

Financial Services
102
+ 4.68%
$158.43 - $192.86 $16.2K - $19.7K
2.28K $432K
XLY
Select Sector Spdr Consumer Di

ETFs
199
+ 8.56%
$170.05 - $200.86 $33.8K - $40K
2.52K $505K
UBER
Uber Technologies, Inc

Technology
475
+ 2.71%
$58.48 - $77.47 $27.8K - $36.8K
18K $1.35M
CB
Chubb LTD

Financial Services
16
+ 0.71%
$252.51 - $292.2 $4.04K - $4.68K
2.26K $650K
INTU
Intuit Inc

Technology
200
+ 14.9%
$602.97 - $670.49 $121K - $134K
1.54K $957K
SHV
Ishares Tr

ETFs
672
+ 9.19%
$110.05 - $110.63 $74K - $74.3K
7.99K $883K
SCHG
Schwab Strategic Tr Us Large C

ETFs
315
+ 2.57%
$92.63 - $105.69 $29.2K - $33.3K
12.6K $1.31M
NKE
Nike, Inc.

Consumer Cyclical
263
+ 7.21%
$71.09 - $89.44 $18.7K - $23.5K
3.91K $345K
SONY
Sony Group Corp

Technology
53
+ 0.96%
$81.61 - $98.65 $4.33K - $5.23K
5.58K $539K
AMD
Advanced Micro Devices Inc

Technology
363
+ 7.79%
$128.67 - $183.96 $46.7K - $66.8K
5.02K $823K
FVD
First Tr Value Line Divid Inde

ETFs
327
+ 2.97%
$40.45 - $45.49 $13.2K - $14.9K
11.3K $515K
PNC
Pnc Financial Services Group, Inc.

Financial Services
146
+ 11.1%
$156.14 - $187.2 $22.8K - $27.3K
1.46K $270K
MIDD
Middleby Corp

Industrials
39
+ 1.08%
$119.13 - $144.82 $4.65K - $5.65K
3.66K $508K
AZO
Autozone Inc

Consumer Cyclical
16
+ 21.33%
$2815.0 - $3212.87 $45K - $51.4K
91 $286K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.14K
+ 23.04%
$44.65 - $47.21 $51K - $54K
6.1K $285K
VT
Vanguard Total World Stk Index

ETFs
20
+ 0.23%
$107.72 - $119.96 $2.15K - $2.4K
8.55K $1.02M
IWY
Ishares Tr Russell 200 Growth

ETFs
5
+ 0.05%
$194.66 - $225.97 $973 - $1.13K
11.1K $2.45M
WDAY
Workday, Inc.

Technology
156
+ 15.81%
$207.75 - $264.68 $32.4K - $41.3K
1.14K $279K
BMY
Bristol Myers Squibb CO

Healthcare
104
+ 2.12%
$39.66 - $51.75 $4.12K - $5.38K
5.01K $259K
ETN
Eaton Corp PLC

Industrials
67
+ 3.6%
$272.52 - $333.02 $18.3K - $22.3K
1.93K $638K
XLI
Industrial Sector Spdr

ETFs
183
+ 8.15%
$120.56 - $135.44 $22.1K - $24.8K
2.43K $328K
AWK
American Water Works Company, Inc.

Utilities
168
+ 9.98%
$127.76 - $149.9 $21.5K - $25.2K
1.85K $270K
APD
Air Products & Chemicals, Inc.

Basic Materials
13
+ 1.06%
$247.34 - $300.11 $3.22K - $3.9K
1.24K $369K
ECL
Ecolab Inc.

Basic Materials
60
+ 2.73%
$228.86 - $255.76 $13.7K - $15.3K
2.26K $576K
IT
Gartner Inc

Technology
55
+ 12.73%
$441.32 - $516.47 $24.3K - $28.4K
487 $246K
ATO
Atmos Energy Corp

Utilities
102
+ 6.21%
$114.08 - $138.75 $11.6K - $14.2K
1.75K $242K
PLD
Prologis, Inc.

Real Estate
109
+ 4.09%
$111.95 - $132.43 $12.2K - $14.4K
2.77K $350K
MCO
Moodys Corp

Financial Services
43
+ 8.04%
$421.49 - $494.67 $18.1K - $21.3K
578 $274K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
935
+ 15.07%
$39.37 - $41.68 $36.8K - $39K
7.14K $295K
XLC
Select Sector Spdr Tr Communic

ETFs
329
+ 8.17%
$82.16 - $90.4 $27K - $29.7K
4.36K $393K
IWS
Ishares Russell Midcap Value E

ETFs
167
+ 7.37%
$119.52 - $132.25 $20K - $22.1K
2.43K $321K
FNK
First Trust Mid Cap Value Alph

ETFs
222
+ 2.13%
$50.08 - $55.68 $11.1K - $12.4K
10.6K $579K
GS
Goldman Sachs Group Inc

Financial Services
26
+ 3.16%
$459.02 - $510.25 $11.9K - $13.3K
850 $420K
MSCI
Msci Inc.

Financial Services
17
+ 4.49%
$479.31 - $584.91 $8.15K - $9.94K
396 $230K
AON
Aon PLC

Financial Services
27
+ 3.78%
$293.16 - $351.06 $7.92K - $9.48K
741 $256K
WMB
Williams Companies, Inc.

Energy
279
+ 2.72%
$41.24 - $46.22 $11.5K - $12.9K
10.5K $480K
UL
Unilever PLC

Consumer Defensive
90
+ 2.43%
$54.7 - $65.59 $4.92K - $5.9K
3.8K $246K
XEL
Xcel Energy Inc

Utilities
5
+ 0.14%
$52.11 - $65.3 $261 - $327
3.64K $237K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9
+ 0.09%
$46.9 - $51.96 $422 - $468
10.4K $533K
VBR
Vanguard Small Cap Value ETF

ETFs
32
+ 1.67%
$179.99 - $201.6 $5.76K - $6.45K
1.95K $391K
CME
Cme Group Inc.

Financial Services
43
+ 3.6%
$193.43 - $220.62 $8.32K - $9.49K
1.24K $273K
ALC
Alcon Inc

Healthcare
7
+ 0.21%
$88.07 - $100.79 $616 - $706
3.37K $337K
MKC
Mccormick & CO Inc

Consumer Defensive
33
+ 1.06%
$69.44 - $84.76 $2.29K - $2.8K
3.14K $258K
MS
Morgan Stanley

Financial Services
66
+ 1.5%
$92.07 - $106.96 $6.08K - $7.06K
4.46K $465K
TIP
Ishares Tr Tips Bd ETF

ETFs
49
+ 0.57%
$105.92 - $110.83 $5.19K - $5.43K
8.67K $957K
TOST
Toast, Inc.

Technology
155
+ 1.31%
$22.71 - $28.31 $3.52K - $4.39K
11.9K $338K
Activity Summary
Buys All Purchases 221 New Holdings 30 Increased Positions 191 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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