Bok Financial Private Wealth, Inc. New Holdings in Q3 2024

Bok Financial Private Wealth, Inc.

  • $1.38 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
3K
New
$45.95 - $54.71 $138K - $164K
3K $153K
TRP
Tc Energy Corp

Energy
1.99K
New
$37.48 - $47.9 $74.6K - $95.3K
1.99K $94K
PAYX
Paychex Inc

Industrials
625
New
$116.17 - $135.19 $72.6K - $84.5K
625 $83K
BA
Boeing CO

Industrials
500
New
$152.04 - $190.6 $76K - $95.3K
500 $76K
MPC
Marathon Petroleum Corp

Energy
425
New
$158.61 - $180.75 $67.4K - $76.8K
425 $69K
GIS
General Mills Inc

Consumer Defensive
900
New
$62.5 - $75.15 $56.3K - $67.6K
900 $66K
PSA
Public Storage

Real Estate
142
New
$283.13 - $365.01 $40.2K - $51.8K
142 $51K
NFLX
Netflix Inc

Communication Services
69
New
$598.55 - $722.26 $41.3K - $49.8K
69 $48K
CLX
Clorox CO

Consumer Defensive
290
New
$131.73 - $166.97 $38.2K - $48.4K
290 $47K
BCPC
Balchem Corp

Basic Materials
260
New
$154.1 - $181.56 $40.1K - $47.2K
260 $45K
BLDR
Builders First Source, Inc.

Industrials
181
New
$132.6 - $201.83 $24K - $36.5K
181 $35K
ED
Consolidated Edison Inc

Utilities
335
New
$88.42 - $104.97 $29.6K - $35.2K
335 $34K
KHC
Kraft Heinz CO

Consumer Defensive
944
New
$31.86 - $36.13 $30.1K - $34.1K
944 $33K
SO
Southern CO

Utilities
350
New
$77.0 - $90.52 $27K - $31.7K
350 $31K
ETR
Entergy Corp

Utilities
200
New
$104.75 - $131.61 $21K - $26.3K
200 $26K
BHP
Bhp Group LTD

Basic Materials
432
New
$51.32 - $62.11 $22.2K - $26.8K
432 $26K
CIEN
Ciena Corp

Technology
400
New
$45.77 - $62.46 $18.3K - $25K
400 $24K
HPE
Hewlett Packard Enterprise CO

Technology
1.15K
New
$16.1 - $21.44 $18.5K - $24.6K
1.15K $23K
SCCO
Southern Copper Corp

Basic Materials
197
New
$94.1 - $120.43 $18.5K - $23.7K
197 $22K
FR
First Industrial Realty Trust Inc

Real Estate
382
New
$47.13 - $56.97 $18K - $21.8K
382 $21K
VTR
Ventas, Inc.

Real Estate
314
New
$50.88 - $65.33 $16K - $20.5K
314 $20K
ADM
Archer Daniels Midland CO

Consumer Defensive
315
New
$57.96 - $65.72 $18.3K - $20.7K
315 $18K
CMCSA
Comcast Corp

Communication Services
421
New
$37.33 - $41.78 $15.7K - $17.6K
421 $17K
SNOW
Snowflake Inc.

Technology
150
New
$108.56 - $143.02 $16.3K - $21.5K
150 $17K
CARR
Carrier Global Corp

Industrials
200
New
$61.9 - $80.88 $12.4K - $16.2K
200 $16K
C
Citigroup Inc

Financial Services
250
New
$56.11 - $67.61 $14K - $16.9K
250 $15K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
322
New
$31.95 - $38.02 $10.3K - $12.2K
322 $12K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
300
New
$36.02 - $41.68 $10.8K - $12.5K
300 $12K
BXP
Boston Properties Inc

Real Estate
150
New
$60.3 - $82.49 $9.05K - $12.4K
150 $12K
D
Dominion Energy, Inc

Utilities
200
New
$48.01 - $58.53 $9.6K - $11.7K
200 $11K
NBIX
Neurocrine Biosciences Inc

Healthcare
100
New
$114.58 - $153.15 $11.5K - $15.3K
100 $11K
AMBA
Ambarella Inc

Technology
200
New
$39.79 - $65.3 $7.96K - $13.1K
200 $11K
DRI
Darden Restaurants Inc

Consumer Cyclical
62
New
$138.06 - $172.74 $8.56K - $10.7K
62 $10K
AB
Alliancebernstein Holding L.P.

Financial Services
300
New
$31.87 - $35.39 $9.56K - $10.6K
300 $10K
OTIS
Otis Worldwide Corp

Industrials
100
New
$91.43 - $104.43 $9.14K - $10.4K
100 $10K
MRO
Marathon Oil Corp

Energy
301
New
$25.87 - $29.26 $7.79K - $8.81K
301 $8K
PNW
Pinnacle West Capital Corp

Utilities
100
New
$75.52 - $91.31 $7.55K - $9.13K
100 $8K
OKTA
Okta, Inc.

Technology
100
New
$71.0 - $100.39 $7.1K - $10K
100 $7K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
60
New
$104.47 - $116.17 $6.27K - $6.97K
60 $6K
EMN
Eastman Chemical CO

Basic Materials
60
New
$93.82 - $113.74 $5.63K - $6.82K
60 $6K
CVS
Cvs Health Corp

Healthcare
100
New
$55.81 - $63.18 $5.58K - $6.32K
100 $6K
APPN
Appian Corp

Technology
200
New
$27.04 - $37.8 $5.41K - $7.56K
200 $6K
PLTR
Palantir Technologies Inc.

Technology
150
New
$24.09 - $37.95 $3.61K - $5.69K
150 $5K
CFG
Citizens Financial Group Inc

Financial Services
108
New
$35.24 - $43.24 $3.81K - $4.67K
108 $4K
BUSE
First Busey Corp

Financial Services
175
New
$23.54 - $28.41 $4.12K - $4.97K
175 $4K
DOCN
Digital Ocean Holdings, Inc.

Technology
100
New
$27.27 - $43.23 $2.73K - $4.32K
100 $4K
SLAB
Silicon Laboratories Inc.

Technology
30
New
$94.31 - $125.1 $2.83K - $3.75K
30 $3K
TECK
Teck Resources LTD

Basic Materials
62
New
$43.48 - $53.4 $2.7K - $3.31K
62 $3K
TWLO
Twilio Inc

Communication Services
50
New
$56.03 - $65.23 $2.8K - $3.26K
50 $3K
Activity Summary
Buys All Purchases 186 New Holdings 96 Increased Positions 90 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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