Bok Financial Private Wealth, Inc. Purchases in Q4 2024

Bok Financial Private Wealth, Inc.

  • $1.37 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TDG
Trans Digm Group Inc

Industrials
1
New
$1239.0 - $1442.53 $1.24K - $1.44K
1 $1K
CEG
Constellation Energy Corp

Utilities
8
New
$224.28 - $285.52 $1.79K - $2.28K
8 $1K
CPRT
Copart Inc

Consumer Cyclical
18
New
$51.36 - $63.8 $924 - $1.15K
18 $1K
CSX
Csx Corp

Industrials
36
New
$31.58 - $36.88 $1.14K - $1.33K
36 $1K
CTAS
Cintas Corp

Industrials
6
New
$182.7 - $226.47 $1.1K - $1.36K
6 $1K
TGT
Target Corp

Consumer Defensive
10
+ 40.0%
$121.59 - $160.69 $1.22K - $1.61K
35 $4K
DEO
Diageo PLC

Consumer Defensive
13
New
$118.0 - $139.88 $1.53K - $1.82K
13 $1K
DFS
Discover Financial Services

Financial Services
6
New
$136.3 - $182.67 $818 - $1.1K
6 $1K
TRGP
Targa Resources Corp.

Energy
6
New
$150.58 - $207.69 $903 - $1.25K
6 $1K
UAL
United Airlines Holdings, Inc.

Industrials
11
New
$55.62 - $102.44 $612 - $1.13K
11 $1K
WELL
Welltower Inc.

Real Estate
13
New
$123.11 - $139.3 $1.6K - $1.81K
13 $1K
AIG
American International Group, Inc.

Financial Services
16
New
$70.0 - $79.22 $1.12K - $1.27K
16 $1K
AMP
Ameriprise Financial Inc

Financial Services
2
New
$473.15 - $574.01 $946 - $1.15K
2 $1K
AME
Ametek Inc

Industrials
6
New
$165.89 - $197.38 $995 - $1.18K
6 $1K
AON
Aon PLC

Financial Services
4
New
$344.14 - $393.31 $1.38K - $1.57K
4 $1K
ADSK
Autodesk, Inc.

Technology
4
+ 66.67%
N/A
10 $2K
AXON
Axon Enterprise, Inc.

Industrials
2
New
$399.22 - $689.78 $798 - $1.38K
2 $1K
CDNS
Cadence Design Systems Inc

Technology
5
New
$249.1 - $324.54 $1.25K - $1.62K
5 $1K
CNI
Canadian National Railway CO

Industrials
16
New
$100.62 - $117.12 $1.61K - $1.87K
16 $1K
COF
Capital One Financial Corp

Financial Services
8
New
$145.19 - $192.01 $1.16K - $1.54K
8 $1K
DLTR
Dollar Tree, Inc.

Consumer Defensive
5
+ 22.73%
$61.21 - $76.19 $306 - $381
27 $2K
ETN
Eaton Corp PLC

Industrials
3
+ 12.0%
$326.96 - $377.52 $981 - $1.13K
28 $9K
EQIX
Equinix Inc

Real Estate
2
New
$865.69 - $985.0 $1.73K - $1.97K
2 $1K
HCA
Hca Healthcare, Inc.

Healthcare
4
New
$297.52 - $415.61 $1.19K - $1.66K
4 $1K
FTNT
Fortinet, Inc.

Technology
13
New
$76.49 - $99.21 $994 - $1.29K
13 $1K
F
Ford Motor CO

Consumer Cyclical
83
+ 51.88%
$9.69 - $11.4 $804 - $946
243 $2K
STLD
Steel Dynamics Inc

Basic Materials
5
+ 1.27%
N/A
399 $39K
SNPS
Synopsys Inc

Technology
3
New
$485.36 - $588.0 $1.46K - $1.76K
3 $1K
ES
Eversource Energy

Utilities
26
New
$55.9 - $67.73 $1.45K - $1.76K
26 $1K
SYF
Synchrony Financial

Financial Services
18
New
$49.01 - $68.55 $882 - $1.23K
18 $1K
FIS
Fidelity National Information Services, Inc.

Technology
18
New
$80.14 - $90.95 $1.44K - $1.64K
18 $1K
EA
Electronic Arts Inc.

Communication Services
4
+ 40.0%
$140.69 - $167.97 $563 - $672
14 $2K
ELV
Elevance Health, Inc.

Healthcare
5
New
$365.96 - $514.62 $1.83K - $2.57K
5 $1K
Smurfit Westrock PLC
8
New
N/A
8 $0
PAYC
Paycom Software, Inc.

Technology
2
New
$159.94 - $240.25 $320 - $481
2 $0
PFG
Principal Financial Group Inc

Financial Services
10
New
$74.91 - $91.26 $749 - $913
10 $0
WAT
Waters Corp

Healthcare
1
New
$323.11 - $392.01 $323 - $392
1 $0
RSG
Republic Services, Inc.

Industrials
2
New
$198.0 - $218.75 $396 - $438
2 $0
South Bow Corp
300
New
N/A
300 $0
PCAR
Paccar Inc

Industrials
9
New
$97.92 - $118.41 $881 - $1.07K
9 $0
SWKS
Skyworks Solutions, Inc.

Technology
4
New
$83.18 - $99.15 $333 - $397
4 $0
NTRS
Northern Trust Corp

Financial Services
6
New
$88.4 - $111.16 $530 - $667
6 $0
NRG
Nrg Energy, Inc.

Utilities
8
New
$85.3 - $101.61 $682 - $813
8 $0
NUE
Nucor Corp

Basic Materials
6
New
$115.78 - $167.74 $695 - $1.01K
6 $0
WYNN
Wynn Resorts LTD

Consumer Cyclical
3
New
$84.3 - $106.41 $253 - $319
3 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
4
New
$176.4 - $231.84 $706 - $927
4 $0
ON
On Semiconductor Corp

Technology
10
New
$63.05 - $74.7 $631 - $747
10 $0
ORCL
Oracle Corp

Technology
29
+ 2.36%
$165.41 - $192.43 $4.8K - $5.58K
1.26K $209K
WTW
Willis Towers Watson PLC

Financial Services
2
New
$287.99 - $332.53 $576 - $665
2 $0
Activity Summary
Buys All Purchases 297 New Holdings 180 Increased Positions 117 Sells All Sells 188 Reductions 188 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, Inc. 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 Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email