Texas Capital Bank Wealth Management Services Inc Purchases in Q1 2025

Texas Capital Bank Wealth Management Services Inc

  • $977 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TCBI
Texas Capital Bancshares Inc

Financial Services
239K
+ 2249.29%
$70.86 - $83.85 $16.9M - $20M
249K $18.6M
VBTX
Veritex Holdings, Inc.

Financial Services
265K
New
$23.47 - $27.67 $6.22M - $7.34M
265K $6.62M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
95K
+ 38.09%
$57.21 - $65.8 $5.44M - $6.25M
345K $20.1M
QDEF
Flexshares Quality Div Defensi

ETFs
38.7K
New
$68.8 - $72.94 $2.66M - $2.83M
38.7K $2.71M
DFAS
Dimensional ETF Tr U S Small C

ETFs
44.9K
New
$58.81 - $68.2 $2.64M - $3.06M
44.9K $2.68M
ET
Energy Transfer LP

Energy
141K
+ 27.6%
$17.26 - $21.08 $2.43M - $2.97M
651K $12.1M
VZ
Verizon Communications Inc

Communication Services
40.3K
+ 488.18%
$37.81 - $46.49 $1.52M - $1.87M
48.6K $2.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
10.1K
New
$169.43 - $182.84 $1.71M - $1.85M
10.1K $1.75M
ZTS
Zoetis Inc.

Healthcare
10.1K
+ 24.2%
$156.48 - $175.67 $1.58M - $1.77M
51.8K $8.53M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
14.3K
+ 219.97%
$117.4 - $131.02 $1.68M - $1.87M
20.8K $2.49M
PLD
Prologis, Inc.

Real Estate
8.47K
+ 14.28%
$103.59 - $124.04 $877K - $1.05M
67.8K $7.58M
V
Visa Inc.

Financial Services
3.26K
+ 78.05%
$306.92 - $362.71 $1M - $1.18M
7.44K $2.61M
ABT
Abbott Laboratories

Healthcare
8.06K
+ 389.18%
$111.1 - $140.22 $895K - $1.13M
10.1K $1.34M
LLY
Eli Lilly & CO

Healthcare
501
+ 4.01%
$725.72 - $929.72 $364K - $466K
13K $10.7M
SHOP
Shopify Inc.

Technology
9.25K
New
$90.59 - $129.31 $838K - $1.2M
9.25K $882K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.31K
+ 3.32%
$95.85 - $99.25 $508K - $527K
165K $16.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.25K
+ 72.9%
$442.66 - $534.52 $552K - $667K
2.96K $1.58M
PANW
Palo Alto Networks Inc

Technology
4.58K
New
$167.82 - $208.28 $768K - $954K
4.58K $781K
COP
Conocophillips

Energy
3.54K
+ 5.33%
$88.6 - $105.85 $314K - $375K
70.1K $7.36M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.46K
+ 181.61%
$497.6 - $606.74 $727K - $887K
2.27K $1.13M
WDAY
Workday, Inc.

Technology
3K
New
$233.53 - $277.82 $700K - $832K
3K $699K
DDS
Dillard'S, Inc.

Consumer Cyclical
1.9K
New
$353.25 - $508.77 $671K - $967K
1.9K $680K
UNH
Unitedhealth Group Inc

Healthcare
720
+ 4.4%
$461.52 - $548.18 $332K - $395K
17.1K $8.96M
ADBE
Adobe Inc.

Technology
1.84K
+ 213.37%
$377.84 - $464.11 $693K - $852K
2.7K $1.03M
AON
Aon PLC

Financial Services
1.59K
New
$348.44 - $409.32 $555K - $652K
1.59K $635K
ABNB
Airbnb, Inc.

Consumer Cyclical
4.8K
New
$119.38 - $161.42 $572K - $774K
4.8K $572K
CVX
Chevron Corp

Energy
2.58K
+ 44.92%
$146.71 - $167.97 $378K - $433K
8.32K $1.39M
TRV
Travelers Companies, Inc.

Financial Services
2.06K
New
$232.43 - $265.13 $478K - $545K
2.06K $543K
JNJ
Johnson & Johnson

Healthcare
2.45K
+ 38.97%
$142.06 - $167.7 $348K - $411K
8.73K $1.45M
XOM
Exxon Mobil Corp

Energy
2.92K
+ 20.92%
$105.44 - $118.93 $308K - $347K
16.9K $2.01M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.86K
New
$168.84 - $202.89 $483K - $581K
2.86K $503K
NFLX
Netflix Inc

Communication Services
516
+ 146.59%
$828.4 - $1058.6 $427K - $546K
868 $809K
ORCC
Owl Rock Capital Corp

Financial Services
35.7K
+ 14.44%
N/A
283K $3.79M
NKE
Nike, Inc.

Consumer Cyclical
23.1K
+ 28.44%
$63.29 - $81.72 $1.46M - $1.89M
104K $6.61M
NOW
Service Now, Inc.

Technology
597
New
$783.83 - $1170.39 $468K - $699K
597 $475K
ABBV
Abb Vie Inc.

Healthcare
1.25K
+ 19.18%
$169.2 - $216.66 $212K - $271K
7.77K $1.63M
MRK
Merck & Co., Inc.

Healthcare
5.45K
+ 239.65%
$83.01 - $101.02 $453K - $551K
7.73K $693K
PH
Parker Hannifin Corp

Industrials
765
New
$591.65 - $707.05 $453K - $541K
765 $465K
TDY
Teledyne Technologies Inc

Technology
902
New
$455.51 - $518.84 $411K - $468K
902 $448K
DUK
Duke Energy Corp

Utilities
3.55K
New
$105.87 - $121.97 $376K - $433K
3.55K $432K
MDLZ
Mondelez International, Inc.

Consumer Defensive
6.32K
New
$56.12 - $68.15 $355K - $431K
6.32K $428K
USB
Us Bancorp \De\

Financial Services
10.1K
New
$40.92 - $50.9 $415K - $516K
10.1K $428K
PG
Procter & Gamble CO

Consumer Defensive
2.17K
+ 27.07%
$158.56 - $176.26 $345K - $383K
10.2K $1.74M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.18K
+ 36.41%
$208.48 - $244.03 $246K - $288K
4.43K $1.08M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
11.1K
+ 8.63%
$20.96 - $23.51 $233K - $261K
140K $3.13M
STWD
Starwood Property Trust, Inc.

Real Estate
12.5K
+ 7.75%
$18.41 - $20.53 $231K - $257K
174K $3.44M
PAYC
Paycom Software, Inc.

Technology
1.69K
New
$199.42 - $225.82 $337K - $382K
1.69K $369K
GD
General Dynamics Corp

Industrials
1.29K
New
$241.94 - $272.58 $312K - $352K
1.29K $351K
HON
Honeywell International Inc

Industrials
1.79K
+ 84.7%
$202.75 - $226.52 $363K - $405K
3.9K $825K
Activity Summary
Buys All Purchases 139 New Holdings 56 Increased Positions 83 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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