Purchases and Sales Made in Q4 2023 in Keycorp (KEY)
This table provides information about the institutional ownership of Keycorp (KEY) during Q4 2023. The information is specifically focused on institutions that hold shares of KEYCORP .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
108New |
$1.06K - $1.6K
|
108
$2.06K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
99+ 52.11% |
$971 - $1.46K
|
289
$5.51K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
95New |
$932 - $1.4K
|
95
$1.81K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
93+ 0.31% |
$912 - $1.37K
|
29.6K
$565K
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
90+ 29.03% |
$883 - $1.33K
|
400
$7.62K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
87New |
$853 - $1.28K
|
87
$1.66K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
83+ 0.83% |
$814 - $1.23K
|
10.1K
$193K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
74New |
$726 - $1.09K
|
74
$1.41K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
71+ 3.19% |
$697 - $1.05K
|
2.3K
$43.7K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
63New |
$618 - $931
|
63
$1.2K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
52+ 13.9% |
$510 - $768
|
426
$8.12K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
44New |
$432 - $650
|
44
$838
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
42+ 0.11% |
$412 - $620
|
39.6K
$755K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
35+ 12.59% |
$343 - $517
|
313
$5.96K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33+ 0.38% |
$324 - $487
|
8.8K
$168K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
32New |
$314 - $473
|
32
$610
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25+ 1.34% |
$245 - $369
|
1.89K
$35.9K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
25New |
$245 - $369
|
25
$476
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
24+ 1.47% |
$235 - $354
|
1.65K
$31.5K
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
24+ 0.9% |
$235 - $354
|
2.7K
$51.5K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
16+ 0.69% |
$157 - $236
|
2.33K
$44.3K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15+ 15.63% |
$147 - $222
|
111
$2.11K
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
15+ 0.15% |
$147 - $222
|
10.1K
$192K
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
13+ 0.03% |
$128 - $192
|
48.1K
$916K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
9New |
$88.3 - $133
|
9
$171
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 1.65% |
$88.3 - $133
|
555
$10.6K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.47% |
$78.5 - $118
|
1.73K
$32.9K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
7+ 1.5% |
$68.7 - $103
|
474
$9.03K
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
7+ 0.0% |
$68.7 - $103
|
192K
$3.67M
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
7+ 1.69% |
$68.7 - $103
|
420
$8K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3New |
$29.4 - $44.3
|
3
$57.2
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 4.23% |
$29.4 - $44.3
|
74
$1.41K
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3+ 0.21% |
$29.4 - $44.3
|
1.43K
$27.3K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 1.47% |
$19.6 - $29.5
|
138
$2.63K
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
2+ 1.67% |
$19.6 - $29.5
|
122
$2.32K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.31% |
$19.6 - $29.5
|
645
$12.3K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.43% |
$9.81 - $14.8
|
232
$4.42K
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 0.02% |
$9.81 - $14.8
|
6.1K
$116K
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3- 0.24% |
$29.4 - $44.3
|
1.23K
$23.4K
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-4- 0.02% |
$39.2 - $59.1
|
16.7K
$318K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 18.42% |
$68.7 - $103
|
31
$591
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-13- 8.67% |
$128 - $192
|
137
$2.61K
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-24- 0.17% |
$235 - $354
|
14K
$267K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 1.48% |
$245 - $369
|
1.66K
$31.7K
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-26- 0.24% |
$255 - $384
|
10.6K
$202K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-42- 1.36% |
$412 - $620
|
3.06K
$58.2K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-64- 2.22% |
$628 - $945
|
2.82K
$53.6K
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-68- 2.96% |
$667 - $1K
|
2.23K
$42.5K
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-69- 86.25% |
$677 - $1.02K
|
11
$210
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-83- 0.52% |
$814 - $1.23K
|
15.8K
$300K
|