Keel Point, LLC Incresed Positions in Q3 2024

Keel Point, LLC

  • $1.19 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AWK
American Water Works Company, Inc.

Utilities
168
+ 9.98%
$127.76 - $149.9 $21.5K - $25.2K
1.85K $270K
IT
Gartner Inc

Technology
55
+ 12.73%
$441.32 - $516.47 $24.3K - $28.4K
487 $246K
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
PLD
Prologis, Inc.

Real Estate
109
+ 4.09%
$111.95 - $132.43 $12.2K - $14.4K
2.77K $350K
ATO
Atmos Energy Corp

Utilities
102
+ 6.21%
$114.08 - $138.75 $11.6K - $14.2K
1.75K $242K
XLC
Select Sector Spdr Tr Communic

ETFs
329
+ 8.17%
$82.16 - $90.4 $27K - $29.7K
4.36K $393K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
935
+ 15.07%
$39.37 - $41.68 $36.8K - $39K
7.14K $295K
MCO
Moodys Corp

Financial Services
43
+ 8.04%
$421.49 - $494.67 $18.1K - $21.3K
578 $274K
MSCI
Msci Inc.

Financial Services
17
+ 4.49%
$479.31 - $584.91 $8.15K - $9.94K
396 $230K
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
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
MS
Morgan Stanley

Financial Services
66
+ 1.5%
$92.07 - $106.96 $6.08K - $7.06K
4.46K $465K
MKC
Mccormick & CO Inc

Consumer Defensive
33
+ 1.06%
$69.44 - $84.76 $2.29K - $2.8K
3.14K $258K
TIP
Ishares Tr Tips Bd ETF

ETFs
49
+ 0.57%
$105.92 - $110.83 $5.19K - $5.43K
8.67K $957K
BKR
Baker Hughes CO

Energy
753
+ 9.62%
$32.92 - $38.72 $24.8K - $29.2K
8.58K $310K
TOST
Toast, Inc.

Technology
155
+ 1.31%
$22.71 - $28.31 $3.52K - $4.39K
11.9K $338K
MBB
Ishares Tr

ETFs
131
+ 2.43%
$90.85 - $96.66 $11.9K - $12.7K
5.53K $529K
HLN
Haleon PLC

Healthcare
91
+ 0.67%
$8.32 - $10.7 $757 - $974
13.7K $144K
VMC
Vulcan Materials CO

Basic Materials
116
+ 6.89%
$231.83 - $274.51 $26.9K - $31.8K
1.8K $450K
XYL
Xylem Inc.

Industrials
236
+ 11.56%
$126.14 - $141.53 $29.8K - $33.4K
2.28K $307K
DALI
First Tr ETF Vi Dorseywright D

ETFs
557
+ 3.94%
$22.22 - $25.36 $12.4K - $14.1K
14.7K $370K
MUB
Ishares National Muni Bond ETF

ETFs
110
+ 1.36%
$106.13 - $108.7 $11.7K - $12K
8.17K $887K
GPN
Global Payments Inc

Industrials
53
+ 1.31%
$92.66 - $112.97 $4.91K - $5.99K
4.11K $420K
IQV
Iqvia Holdings Inc.

Healthcare
14
+ 1.46%
$206.81 - $251.55 $2.9K - $3.52K
976 $231K
PFE
Pfizer Inc

Healthcare
503
+ 3.55%
$27.7 - $31.39 $13.9K - $15.8K
14.7K $424K
ADI
Analog Devices Inc

Technology
99
+ 4.75%
$200.56 - $243.33 $19.9K - $24.1K
2.18K $502K
DEO
Diageo PLC

Consumer Defensive
18
+ 1.03%
$120.02 - $140.77 $2.16K - $2.53K
1.77K $248K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4
+ 1.83%
$1015.62 - $1159.62 $4.06K - $4.64K
222 $255K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4
+ 0.06%
$84.81 - $93.54 $339 - $374
6.35K $583K
SYY
Sysco Corp

Consumer Defensive
28
+ 0.88%
$69.16 - $78.98 $1.94K - $2.21K
3.22K $251K
PPLT
Abrdn Platinum ETF Trust

ETFs
550
+ 3.4%
$89.83 - $89.83 $49.4K - $49.4K
16.7K $1.5M
WCN
Waste Connections, Inc.

Industrials
82
+ 5.69%
$173.92 - $186.5 $14.3K - $15.3K
1.52K $272K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
8
+ 0.03%
$23.25 - $24.3 $186 - $194
25.8K $620K
IDXX
Idexx Laboratories Inc

Healthcare
18
+ 3.13%
$455.08 - $517.19 $8.19K - $9.31K
594 $299K
ROST
Ross Stores, Inc.

Consumer Cyclical
11
+ 0.33%
$136.06 - $155.24 $1.5K - $1.71K
3.32K $499K
BAC
Bank Of America Corp

Financial Services
412
+ 1.37%
$36.65 - $44.13 $15.1K - $18.2K
30.6K $1.21M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1
+ 0.01%
$41.34 - $43.55 $41.3 - $43.6
8.27K $357K
UBS
Ubs Group Ag

Financial Services
40
+ 0.45%
$27.97 - $31.42 $1.12K - $1.26K
8.84K $273K
ROL
Rollins Inc

Consumer Cyclical
101
+ 2.01%
$45.93 - $51.4 $4.64K - $5.19K
5.14K $259K
TTE
Total Energies Se

Energy
72
+ 1.81%
$68.61 - $68.61 $4.94K - $4.94K
4.05K $277K
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
Track This Portfolio

Track Keel Point, LLC Portfolio

Follow Keel Point, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keel Point, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keel Point, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email