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
MHK
Mohawk Industries Inc

Consumer Cyclical
3
New
$116.82 - $161.27 $350 - $484
3 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
5
New
$149.17 - $165.2 $746 - $826
5 $0
MTCH
Match Group, Inc.

Communication Services
8
New
$30.29 - $38.64 $242 - $309
8 $0
New York Mtg Tr Inc
33
+ 3.74%
N/A
915 $0
MAS
Masco Corp

Industrials
10
New
$72.52 - $85.73 $725 - $857
10 $0
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 16.67%
$516.5 - $619.58 $517 - $620
7 $3K
USA
Liberty All Star Equity Fund

Financial Services
0
New
$6.82 - $7.46 $0 - $0
0 $0
IP
International Paper CO

Consumer Cyclical
13
New
$46.64 - $59.57 $606 - $774
13 $0
IDXX
Idexx Laboratories Inc

Healthcare
2
New
$406.92 - $495.42 $814 - $991
2 $0
IEX
Idex Corp

Industrials
3
New
$202.75 - $236.06 $608 - $708
3 $0
HST
Host Hotels & Resorts, Inc.

Real Estate
20
New
$17.24 - $19.07 $345 - $381
20 $0
HRL
Hormel Foods Corp

Consumer Defensive
18
New
$29.21 - $33.55 $526 - $604
18 $0
ILMN
Illumina, Inc.

Healthcare
4
New
$128.99 - $155.15 $516 - $621
4 $0
INCY
Incyte Corp

Healthcare
8
New
$65.08 - $83.38 $521 - $667
8 $0
HOLX
Hologic Inc

Healthcare
5
New
$70.76 - $83.72 $354 - $419
5 $0
IR
Ingersoll Rand Inc.

Industrials
8
New
$90.46 - $105.35 $724 - $843
8 $0
PODD
Insulet Corp

Healthcare
2
New
$227.79 - $275.7 $456 - $551
2 $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
4
New
$229.83 - $258.46 $919 - $1.03K
4 $0
Gsk PLC
1
+ 0.03%
N/A
3.31K $0
IFF
International Flavors & Fragrances Inc

Basic Materials
8
New
$83.96 - $106.19 $672 - $850
8 $0
PEAK
Healthpeak Properties, Inc.

Real Estate
38
New
N/A
38 $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
392
+ 100.0%
$25.74 - $53.78 $10.1K - $21.1K
784 $20K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
13
+ 2.42%
$27.09 - $32.06 $352 - $417
550 $15K
OXY
Occidental Petroleum Corp

Energy
20
+ 2.5%
$45.36 - $55.91 $907 - $1.12K
820 $40K
SPGI
S&P Global Inc.

Financial Services
6
+ 2.84%
$480.36 - $529.17 $2.88K - $3.18K
217 $108K
ADI
Analog Devices Inc

Technology
10
+ 6.33%
$206.35 - $236.48 $2.06K - $2.36K
168 $35K
URI
United Rentals, Inc.

Industrials
1
+ 10.0%
$704.44 - $880.32 $704 - $880
11 $7K
KB
Kb Financial Group Inc.

Financial Services
2
+ 0.63%
$56.9 - $72.19 $114 - $144
319 $18K
PGR
Progressive Corp

Financial Services
10
+ 3.33%
$239.6 - $268.88 $2.4K - $2.69K
310 $74K
LLY
Eli Lilly & CO

Healthcare
14
+ 12.73%
$727.2 - $932.06 $10.2K - $13K
124 $95K
HAL
Halliburton CO

Energy
26
+ 2.02%
$25.77 - $31.99 $670 - $832
1.31K $35K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.45K
+ 100.0%
$24.19 - $50.58 $35K - $73.1K
2.89K $70K
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.51%
$91.13 - $117.95 $91.1 - $118
198 $18K
DOV
Dover Corp

Industrials
4
+ 0.27%
$184.72 - $206.51 $739 - $826
1.5K $282K
UBER
Uber Technologies, Inc

Technology
36
+ 5.71%
$59.93 - $86.34 $2.16K - $3.11K
667 $40K
BLDR
Builders First Source, Inc.

Industrials
2
+ 1.1%
$142.93 - $198.25 $286 - $397
183 $26K
CL
Colgate Palmolive CO

Consumer Defensive
16
+ 2.02%
$90.22 - $102.31 $1.44K - $1.64K
809 $73K
DHR
Danaher Corp

Healthcare
12
+ 4.69%
$226.16 - $274.52 $2.71K - $3.29K
268 $61K
MRK
Merck & Co., Inc.

Healthcare
570
+ 7.91%
$96.31 - $114.76 $54.9K - $65.4K
7.77K $773K
HIG
Hartford Financial Services Group, Inc.

Financial Services
6
+ 0.1%
$107.06 - $123.74 $642 - $742
6.09K $666K
PANW
Palo Alto Networks Inc

Technology
10.7K
+ 84.52%
$181.96 - $405.9 $1.95M - $4.35M
23.4K $4.26M
LHX
L3 Harris Technologies, Inc.

Industrials
6
+ 0.09%
$208.94 - $264.22 $1.25K - $1.59K
6.4K $1.34M
TSCO
Tractor Supply CO

Consumer Cyclical
16.4K
+ 330.2%
$52.59 - $303.74 $862K - $4.98M
21.4K $1.13M
NVO
Novo Nordisk A S

Healthcare
32
+ 0.27%
$85.0 - $120.04 $2.72K - $3.84K
12K $1.04M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
165K
+ 101.28%
$18.41 - $40.87 $3.03M - $6.74M
328K $6.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
16.2K
+ 20.09%
$22.01 - $66.82 $356K - $1.08M
96.8K $2.2M
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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