Keel Point, LLC Purchases and Sells in Q4 2024

Keel Point, LLC

$1.24 Billion
Q4 2024

Top Buys

Incresed Positions

225 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	19.8K + 5.83%	$521.84 - $558.82 $10.3M - $11.1M	360K $194M
SPY	20.2K + 16.68%	$567.81 - $607.81 $11.5M - $12.3M	141K $82.7M
TSLA	290 + 0.57%	$213.65 - $479.86 $62K - $139K	50.8K $20.5M
AMZN	12.4K + 13.92%	$180.88 - $232.93 $2.25M - $2.89M	102K $22.3M
BND	48.1K + 131.35%	$71.75 - $75.11 $3.45M - $3.61M	84.7K $6.09M
AAPL	4.08K + 3.84%	$221.69 - $259.02 $904K - $1.06M	110K $27.6M

New Holdings

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWX	17.2K New	$52.1 - $57.26 $895K - $984K	17.2K $896K
GBDC	37.8K New	$14.69 - $15.67 $556K - $593K	37.8K $573K
IWN	2.39K New	$162.69 - $181.35 $389K - $433K	2.39K $392K
CCJ	5.4K New	$48.64 - $61.14 $263K - $330K	5.4K $277K
AXON	431 New	$399.22 - $689.78 $172K - $297K	431 $256K
KMI	8.67K New	$22.59 - $28.54 $196K - $247K	8.67K $237K

Top Sells

Reduced Positions

146 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	-158K - 33.91%	$66.77 - $71.52 $10.5M - $11.3M	308K $21.2M
EEM	-25.2K - 10.96%	$41.82 - $47.36 $1.05M - $1.19M	204K $8.55M
RSP	-8.68K - 86.74%	$174.22 - $187.62 $1.51M - $1.63M	1.33K $232K
MGC	-8.04K - 13.22%	$204.21 - $220.18 $1.64M - $1.77M	52.8K $11.2M
IEI	-7.1K - 8.3%	$115.08 - $119.55 $817K - $849K	78.4K $9.06M
JNJ	-2.25K - 6.73%	$143.34 - $165.86 $322K - $373K	31.2K $4.51M

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	14.4K New	$567.81 - $607.81 $8.18M - $8.75M	14.4K $8.44M

Activity Summary All Purchases 260 New Holdings 35 Increased Positions 225 All Sells 146 Reductions 146 Sold out 0 Calls 1 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Keel Point, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keel Point, LLC with notifications on news.