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
Te Connectivity PLC
8
New
N/A
8 $0
WDC
Western Digital Corp

Technology
6
New
$59.62 - $73.43 $358 - $441
6 $0
WST
West Pharmaceutical Services Inc

Healthcare
1
New
$285.69 - $344.0 $286 - $344
1 $0
WHR
Whirlpool Corp

Consumer Cyclical
4
New
$99.28 - $124.45 $397 - $498
4 $0
VRSK
Verisk Analytics, Inc.

Industrials
2
New
$262.86 - $294.75 $526 - $590
2 $0
PUK
Prudential PLC

Financial Services
60
New
$15.52 - $18.99 $931 - $1.14K
60 $0
CPB
Campbell Soup CO

Consumer Defensive
10
New
$41.42 - $48.71 $414 - $487
10 $0
STX
Seagate Technology Holdings PLC

Technology
5
New
$86.31 - $112.64 $432 - $563
5 $0
ROP
Roper Technologies Inc

Industrials
3
+ 9.68%
$519.85 - $575.95 $1.56K - $1.73K
34 $17K
Sunrise Communications Ag
200
New
N/A
200 $0
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
292
+ 200.0%
$27.54 - $83.04 $8.04K - $24.2K
438 $12K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30
+ 100.0%
$22.63 - $47.53 $679 - $1.43K
60 $1K
SCHV
Schwab Strategic Tr Us Large C

ETFs
124
+ 200.0%
$25.79 - $80.4 $3.2K - $9.97K
186 $4K
SJM
J M Smucker CO

Consumer Defensive
4
New
$106.92 - $121.75 $428 - $487
4 $0
SYY
Sysco Corp

Consumer Defensive
10
New
$73.63 - $81.77 $736 - $818
10 $0
TT
Trane Technologies PLC

Industrials
4
+ 4.0%
$369.35 - $419.14 $1.48K - $1.68K
104 $38K
LUV
Southwest Airlines CO

Industrials
16
New
$28.99 - $34.84 $464 - $557
16 $0
TRMB
Trimble Inc.

Technology
5
New
$60.21 - $75.4 $301 - $377
5 $0
Veralto Corp
6
+ 46.15%
N/A
19 $0
SWK
Stanley Black & Decker, Inc.

Industrials
5
New
$79.07 - $109.36 $395 - $547
5 $0
SBUX
Starbucks Corp

Consumer Cyclical
23
+ 6.25%
$87.44 - $102.5 $2.01K - $2.36K
391 $35K
DGX
Quest Diagnostics Inc

Healthcare
3
+ 30.0%
N/A
13 $1K
REG
Regency Centers Corp

Real Estate
10
New
$69.77 - $75.91 $698 - $759
10 $0
VLO
Valero Energy Corp

Energy
7
New
$118.59 - $144.02 $830 - $1.01K
7 $0
STE
Steris PLC

Healthcare
2
New
$204.34 - $235.7 $409 - $471
2 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1
New
$338.38 - $446.21 $338 - $446
1 $0
UDR
Udr, Inc.

Real Estate
20
New
$41.3 - $46.33 $826 - $927
20 $0
TSN
Tyson Foods, Inc.

Consumer Defensive
11
New
$57.14 - $64.54 $629 - $710
11 $0
TPR
Tapestry, Inc.

Consumer Cyclical
8
New
$43.54 - $66.18 $348 - $529
8 $0
NDSN
Nordson Corp

Industrials
2
New
$208.83 - $264.36 $418 - $529
2 $0
Grayscale Bitcoin Mini Tr Et
20
New
N/A
20 $0
ESS
Essex Property Trust, Inc.

Real Estate
2
New
N/A
2 $0
EFX
Equifax Inc

Industrials
3
New
$245.03 - $293.5 $735 - $881
3 $0
EPAM
Epam Systems, Inc.

Technology
1
New
N/A
1 $0
ENPH
Enphase Energy, Inc.

Technology
3
New
$59.52 - $111.18 $179 - $334
3 $0
EBAY
Ebay Inc

Consumer Cyclical
15
New
$57.51 - $67.17 $863 - $1.01K
15 $0
DG
Dollar General Corp

Consumer Defensive
5
New
$73.27 - $84.47 $366 - $422
5 $0
XRAY
Dentsply Sirona Inc.

Healthcare
10
New
$17.26 - $26.12 $173 - $261
10 $0
CDAY
Ceridian Hcm Holding Inc.

Technology
5
New
N/A
5 $0
Corpay Inc
1
New
N/A
1 $0
STZ
Constellation Brands, Inc.

Consumer Defensive
2
+ 6.67%
$219.66 - $257.62 $439 - $515
32 $7K
CAG
Conagra Brands Inc.

Consumer Defensive
21
New
$26.48 - $32.72 $556 - $687
21 $0
RE
Everest Re Group LTD

Financial Services
1
New
N/A
1 $0
EXPD
Expeditors International Of Washington Inc

Industrials
7
New
$110.5 - $128.26 $774 - $898
7 $0
GPN
Global Payments Inc

Industrials
6
New
$97.57 - $119.38 $585 - $716
6 $0
GPC
Genuine Parts CO

Consumer Cyclical
6
New
$113.11 - $143.63 $679 - $862
6 $0
Ge Vernova Inc
167
+ 327.45%
N/A
218 $0
Ge Healthcare Technologies I
208
+ 239.08%
N/A
295 $0
IT
Gartner Inc

Technology
1
New
$481.22 - $551.8 $481 - $552
1 $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
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