Keel Point, LLC Sells in Q4 2024

Keel Point, LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
-206
- 1.14%
$87.42 - $98.06 $18K - $20.2K
17.8K $1.59M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-670
- 3.53%
$33.92 - $36.6 $22.7K - $24.5K
18.3K $633K
RELX
Relx PLC

Communication Services
-40
- 0.57%
$44.45 - $48.63 $1.78K - $1.95K
7.03K $319K
SJNK
Spdr Bloomberg Short Term High

ETFs
-300
- 2.21%
$25.09 - $25.69 $7.53K - $7.71K
13.3K $335K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-87
- 0.88%
$49.79 - $51.14 $4.33K - $4.45K
9.83K $492K
MIDD
Middleby Corp

Industrials
-6
- 0.16%
$129.7 - $146.97 $778 - $882
3.65K $494K
HSBC
Hsbc Holdings PLC

Financial Services
-945
- 12.47%
$43.83 - $49.51 $41.4K - $46.8K
6.63K $328K
MLM
Martin Marietta Materials Inc

Basic Materials
-1
- 0.17%
$516.5 - $619.58 $517 - $620
574 $296K
FNK
First Trust Mid Cap Value Alph

ETFs
-47
- 0.44%
$52.39 - $58.28 $2.46K - $2.74K
10.6K $566K
IWS
Ishares Russell Midcap Value E

ETFs
-36
- 1.48%
$128.08 - $140.32 $4.61K - $5.05K
2.4K $310K
EMR
Emerson Electric CO

Industrials
-557
- 13.15%
$108.13 - $134.33 $60.2K - $74.8K
3.68K $455K
HWM
Howmet Aerospace Inc.

Industrials
-227
- 10.59%
$99.72 - $120.09 $22.6K - $27.3K
1.92K $209K
CHD
Church & Dwight CO Inc

Consumer Defensive
-32
- 0.09%
$99.11 - $112.25 $3.17K - $3.59K
37.5K $3.92M
XLP
Consumer Staples Sector Spdr

ETFs
-14
- 0.35%
N/A
3.97K $302K
RSG
Republic Services, Inc.

Industrials
-4
- 0.31%
$198.0 - $218.75 $792 - $875
1.29K $258K
DE
Deere & CO

Industrials
-18
- 1.82%
$389.45 - $466.0 $7.01K - $8.39K
973 $412K
VUSB
Vanguard Bd Index Fds
-214
- 2.07%
N/A
10.1K $0
Linde PLC
-1.18K
- 11.4%
N/A
9.14K $0
Canadian Pacific Kansas City
-131
- 2.6%
N/A
4.91K $0
NOK
Nokia Corp

Technology
-32
- 0.27%
$4.13 - $4.95 $132 - $158
11.9K $52K
GILD
Gilead Sciences, Inc.

Healthcare
-404
- 8.48%
$83.95 - $97.9 $33.9K - $39.6K
4.36K $402K
WDAY
Workday, Inc.

Technology
-35
- 3.06%
$233.85 - $279.91 $8.18K - $9.8K
1.11K $285K
DALI
First Tr ETF Vi Dorseywright D

ETFs
-73
- 0.5%
$24.79 - $27.65 $1.81K - $2.02K
14.6K $377K
PCAR
Paccar Inc

Industrials
-7
- 0.32%
$97.92 - $118.41 $685 - $829
2.16K $224K
T
At&T Inc.

Communication Services
-894
- 2.11%
$21.22 - $23.88 $19K - $21.3K
41.6K $946K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-1.33K
- 7.92%
$12.27 - $15.41 $16.3K - $20.5K
15.5K $224K
GPN
Global Payments Inc

Industrials
-246
- 5.99%
$97.57 - $119.38 $24K - $29.4K
3.86K $432K
MFG
Mizuho Financial Group Inc

Financial Services
-1.32K
- 4.33%
$4.05 - $5.26 $5.34K - $6.94K
29.1K $142K
VFH
Vanguard Financial ETF

ETFs
-5
- 0.25%
$108.87 - $126.2 $544 - $631
1.99K $235K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-162
- 11.73%
$146.47 - $191.01 $23.7K - $30.9K
1.22K $227K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-127
- 2.54%
$77.25 - $91.3 $9.81K - $11.6K
4.88K $416K
C
Citigroup Inc

Financial Services
-454
- 5.95%
$61.31 - $72.5 $27.8K - $32.9K
7.18K $505K
XLC
Select Sector Spdr Tr Communic

ETFs
-2
- 0.05%
$89.66 - $102.16 $179 - $204
4.35K $421K
SCHW
Schwab Charles Corp

Financial Services
-107
- 2.11%
$63.31 - $82.85 $6.77K - $8.86K
4.96K $366K
SFBS
Servis First Bancshares, Inc.

Financial Services
-253
- 1.12%
$77.34 - $99.0 $19.6K - $25K
22.3K $1.89M
DIS
Walt Disney CO

Communication Services
-2.17K
- 8.21%
$92.39 - $117.6 $200K - $255K
24.2K $2.7M
CRM
Salesforce, Inc.

Technology
-627
- 9.55%
$270.87 - $367.87 $170K - $231K
5.94K $1.99M
ADP
Automatic Data Processing Inc

Industrials
-273
- 1.52%
$280.08 - $307.97 $76.5K - $84.1K
17.6K $5.17M
WMT
Walmart Inc.

Consumer Defensive
-2.65K
- 3.33%
$79.1 - $95.7 $209K - $253K
76.8K $6.94M
GOOG
Alphabet Inc.

Communication Services
-104
- 0.36%
$163.08 - $198.16 $17K - $20.6K
29K $5.52M
ISRG
Intuitive Surgical Inc

Healthcare
-188
- 0.69%
$471.27 - $550.62 $88.6K - $104K
27.1K $14.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-559
- 0.45%
$311.11 - $335.64 $174K - $188K
123K $39.5M
V
Visa Inc.

Financial Services
-572
- 2.28%
$273.87 - $320.91 $157K - $184K
24.5K $7.74M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-589
- 1.39%
$370.24 - $418.94 $218K - $247K
41.8K $16.8M
NFLX
Netflix Inc

Communication Services
-665
- 0.98%
$687.65 - $936.56 $457K - $623K
67.4K $60.1M
Activity Summary
Buys All Purchases 260 New Holdings 35 Increased Positions 225 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 1 Puts 0
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