Bell Bank Purchases in Q4 2024

Bell Bank

  • $1.34 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFS
Discover Financial Services

Financial Services
1.41K
New
$136.3 - $182.67 $192K - $257K
1.41K $243K
FNDF
Schwab Fundamental Intl Large

ETFs
7.11K
New
$32.92 - $37.15 $234K - $264K
7.11K $236K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.94K
New
$23.01 - $26.06 $229K - $259K
9.94K $229K
SO
Southern CO

Utilities
13.1K
+ 12.06%
$81.5 - $94.15 $1.07M - $1.23M
122K $10M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.7K
+ 12.64%
$100.18 - $109.1 $170K - $185K
15.1K $1.59M
KMB
Kimberly Clark Corp

Consumer Defensive
4.96K
+ 13.03%
$130.37 - $146.09 $647K - $725K
43K $5.64M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
5.31K
New
$40.38 - $44.35 $214K - $235K
5.31K $217K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.49K
New
N/A
2.49K $213K
CMI
Cummins Inc

Industrials
608
New
$324.93 - $383.42 $198K - $233K
608 $211K
UL
Unilever PLC

Consumer Defensive
17.5K
+ 18.51%
$56.7 - $64.64 $990K - $1.13M
112K $6.34M
FTNT
Fortinet, Inc.

Technology
220
+ 2.53%
$76.49 - $99.21 $16.8K - $21.8K
8.92K $842K
MS
Morgan Stanley

Financial Services
409
+ 8.32%
$104.42 - $134.99 $42.7K - $55.2K
5.33K $669K
MSFT
Microsoft Corp

Technology
1.01K
+ 2.94%
$406.35 - $454.46 $409K - $458K
35.3K $14.9M
DE
Deere & CO

Industrials
244
+ 10.4%
$389.45 - $466.0 $95K - $114K
2.59K $1.1M
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 1.63%
$873.59 - $994.69 $33.2K - $37.8K
2.37K $2.17M
USB
Us Bancorp \De\

Financial Services
982
+ 20.45%
$43.98 - $53.66 $43.2K - $52.7K
5.78K $276K
HON
Honeywell International Inc

Industrials
9
+ 0.36%
$202.84 - $236.0 $1.83K - $2.12K
2.54K $574K
MSI
Motorola Solutions, Inc.

Technology
75
+ 14.42%
$449.08 - $504.6 $33.7K - $37.8K
595 $275K
CB
Chubb LTD

Financial Services
201
+ 9.88%
$271.57 - $301.89 $54.6K - $60.7K
2.24K $617K
IVV
Ishares Core S&P 500 ETF

ETFs
32
+ 3.35%
$570.51 - $610.59 $18.3K - $19.5K
987 $581K
VRSK
Verisk Analytics, Inc.

Industrials
45
+ 4.69%
$262.86 - $294.75 $11.8K - $13.3K
1.01K $276K
XLK
Technology Sector Spdr

ETFs
21
+ 2.03%
$220.26 - $241.44 $4.63K - $5.07K
1.05K $244K
PH
Parker Hannifin Corp

Industrials
1
+ 0.09%
$621.74 - $709.46 $622 - $709
1.17K $745K
ABT
Abbott Laboratories

Healthcare
27
+ 1.23%
$111.93 - $119.39 $3.02K - $3.22K
2.22K $250K
TXN
Texas Instruments Inc

Technology
6
+ 0.37%
N/A
1.61K $312K
SCMB
Schwab Strategic Tr Mun Bd ETF
11.6K
New
N/A
11.6K $0
Gsk PLC
30.6K
+ 20.28%
N/A
182K $0
Annaly Capital Management In
22.8K
+ 21.83%
N/A
127K $0
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.28%
$183.23 - $199.79 $733 - $799
1.46K $269K
PSX
Phillips 66

Energy
272
+ 11.47%
$110.35 - $138.93 $30K - $37.8K
2.64K $301K
HES
Hess Corp

Energy
9
+ 0.16%
$127.66 - $148.65 $1.15K - $1.34K
5.58K $741K
PG
Procter & Gamble CO

Consumer Defensive
234
+ 2.37%
$161.05 - $179.7 $37.7K - $42K
10.1K $1.7M
XOM
Exxon Mobil Corp

Energy
6.73K
+ 8.79%
$105.51 - $125.37 $710K - $844K
83.3K $8.96M
ADM
Archer Daniels Midland CO

Consumer Defensive
23K
+ 18.01%
$49.38 - $59.52 $1.14M - $1.37M
151K $7.63M
ECL
Ecolab Inc.

Basic Materials
8
+ 0.59%
$234.32 - $261.43 $1.87K - $2.09K
1.36K $318K
PLD
Prologis, Inc.

Real Estate
4
+ 0.2%
$101.4 - $126.96 $406 - $508
1.98K $209K
WM
Waste Management Inc

Industrials
20
+ 0.21%
$201.79 - $228.46 $4.04K - $4.57K
9.58K $1.93M
PEP
Pepsico Inc

Consumer Defensive
24
+ 0.75%
$151.29 - $176.1 $3.63K - $4.23K
3.21K $488K
JNJ
Johnson & Johnson

Healthcare
115
+ 2.69%
$143.34 - $165.86 $16.5K - $19.1K
4.39K $635K
ADBE
Adobe Inc.

Technology
57
+ 4.74%
$437.39 - $552.96 $24.9K - $31.5K
1.26K $559K
MCD
Mcdonalds Corp

Consumer Cyclical
371
+ 3.01%
$288.47 - $316.54 $107K - $117K
12.7K $3.68M
NEE
Nextera Energy Inc

Utilities
529
+ 5.51%
$69.77 - $85.43 $36.9K - $45.2K
10.1K $726K
MRK
Merck & Co., Inc.

Healthcare
348
+ 3.42%
$96.31 - $114.76 $33.5K - $39.9K
10.5K $1.05M
AMAT
Applied Materials Inc

Technology
200
+ 4.79%
$161.44 - $213.89 $32.3K - $42.8K
4.38K $712K
TMO
Thermo Fisher Scientific Inc.

Healthcare
63
+ 3.65%
$501.29 - $612.85 $31.6K - $38.6K
1.79K $930K
LLY
Eli Lilly & CO

Healthcare
5
+ 0.34%
$727.2 - $932.06 $3.64K - $4.66K
1.5K $1.16M
RIO
Rio Tinto PLC

Basic Materials
22.2K
+ 18.46%
$58.59 - $71.15 $1.3M - $1.58M
142K $8.36M
KO
Coca Cola CO

Consumer Defensive
898
+ 3.56%
$61.74 - $71.71 $55.4K - $64.4K
26.1K $1.63M
ABBV
Abb Vie Inc.

Healthcare
6.33K
+ 9.48%
$164.99 - $203.87 $1.04M - $1.29M
73.2K $13M
Activity Summary
Buys All Purchases 106 New Holdings 19 Increased Positions 87 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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