Keel Point, LLC Purchases in Q4 2024

Keel Point, LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SNV
Synovus Financial Corp

Financial Services
4.4K
New
$42.5 - $58.73 $187K - $258K
4.4K $225K
TPHD
Timothy Plan High Divid Stk Et

ETFs
7.43K
+ 22.03%
$35.89 - $39.51 $267K - $294K
41.2K $1.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.07K
New
$104.59 - $118.05 $216K - $244K
2.07K $224K
MASI
Masimo Corp

Healthcare
1.33K
New
$132.43 - $177.7 $176K - $236K
1.33K $219K
ABC
Amerisourcebergen Corp

Healthcare
1.18K
New
N/A
1.18K $218K
BK
Bank Of New York Mellon Corp

Financial Services
2.77K
New
$70.82 - $81.87 $196K - $227K
2.77K $212K
CSGP
Costar Group, Inc.

Real Estate
2.95K
New
$69.7 - $81.97 $206K - $242K
2.95K $211K
CTRA
Coterra Energy Inc.

Energy
8.23K
New
$22.71 - $27.63 $187K - $227K
8.23K $210K
ALGN
Align Technology Inc

Healthcare
1.01K
New
$205.03 - $245.32 $206K - $247K
1.01K $209K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
832
New
$229.83 - $258.46 $191K - $215K
832 $205K
WRB
Berkley W R Corp

Financial Services
3.52K
New
$56.48 - $64.94 $199K - $228K
3.52K $205K
MDT
Medtronic PLC

Healthcare
2.57K
New
$79.61 - $92.24 $204K - $237K
2.57K $204K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
605
+ 6.02%
$442.29 - $483.08 $268K - $292K
10.7K $4.83M
TRV
Travelers Companies, Inc.

Financial Services
846
New
$225.97 - $266.66 $191K - $226K
846 $203K
ILMN
Illumina, Inc.

Healthcare
1.53K
New
$128.99 - $155.15 $197K - $237K
1.53K $203K
PPLT
Abrdn Platinum ETF Trust

ETFs
2.26K
+ 13.51%
N/A
19K $1.7M
XLK
Technology Sector Spdr

ETFs
9
+ 0.03%
$220.26 - $241.44 $1.98K - $2.17K
29.6K $6.88M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.59K
New
$76.21 - $82.24 $198K - $213K
2.59K $201K
MS
Morgan Stanley

Financial Services
803
+ 18.0%
$104.42 - $134.99 $83.8K - $108K
5.27K $661K
IWY
Ishares Tr Russell 200 Growth

ETFs
24
+ 0.22%
$216.72 - $244.71 $5.2K - $5.87K
11.1K $2.62M
VGT
Vanguard Information Technolog

ETFs
240
+ 34.88%
$571.78 - $647.97 $137K - $156K
928 $577K
FDX
Fedex Corp

Industrials
141
+ 0.88%
$260.5 - $305.15 $36.7K - $43K
16.2K $4.57M
HON
Honeywell International Inc

Industrials
431
+ 13.52%
$202.84 - $236.0 $87.4K - $102K
3.62K $817K
ING
Ing Groep Nv

Financial Services
10.1K
New
$15.1 - $17.73 $152K - $178K
10.1K $157K
PHYS
Sprott Physical Gold Trust

Financial Services
8.21K
+ 24.47%
$19.66 - $21.66 $161K - $178K
41.8K $841K
SLV
I Shares Silver Trust

ETFs
17.7K
+ 11.91%
$26.33 - $31.74 $465K - $561K
166K $4.37M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
234
+ 1.73%
$58.32 - $85.45 $13.6K - $20K
13.8K $1.02M
MRVL
Marvell Technology, Inc.

Technology
275
+ 8.88%
$70.31 - $124.78 $19.3K - $34.3K
3.37K $372K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
7.95K
+ 9.09%
$19.38 - $19.58 $154K - $156K
95.3K $1.85M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
4.62K
+ 9.73%
$35.45 - $40.33 $164K - $186K
52.1K $1.87M
TMUS
T Mobile Us, Inc.

Communication Services
519
+ 29.69%
$206.1 - $246.94 $107K - $128K
2.27K $500K
TJX
Tjx Companies Inc

Consumer Cyclical
966
+ 19.18%
$112.15 - $127.2 $108K - $123K
6K $725K
AMP
Ameriprise Financial Inc

Financial Services
144
+ 16.74%
$473.15 - $574.01 $68.1K - $82.7K
1K $534K
BX
Blackstone Inc.

Financial Services
312
+ 8.6%
$148.45 - $199.05 $46.3K - $62.1K
3.94K $679K
WMB
Williams Companies, Inc.

Energy
608
+ 5.78%
$46.37 - $59.74 $28.2K - $36.3K
11.1K $602K
FDVV
Fidelity High Dividend ETF

ETFs
2.49K
+ 56.0%
$49.66 - $52.63 $123K - $131K
6.93K $345K
SOXX
Ishares Semiconductor ETF

ETFs
1.13K
+ 13.78%
$211.27 - $239.8 $239K - $271K
9.35K $2.01M
ETR
Entergy Corp

Utilities
3.89K
+ 122.92%
$73.19 - $156.4 $285K - $608K
7.05K $534K
MU
Micron Technology Inc

Technology
2.21K
+ 62.24%
$84.16 - $113.41 $186K - $250K
5.75K $484K
VB
Vanguard Small Cap ETF

ETFs
407
+ 7.36%
$233.76 - $261.58 $95.1K - $106K
5.94K $1.43M
IBM
International Business Machines Corp

Technology
587
+ 4.3%
$204.9 - $238.04 $120K - $140K
14.2K $3.13M
SAP
Sap Se

Technology
259
+ 9.4%
$218.13 - $255.54 $56.5K - $66.2K
3.01K $741K
SHOP
Shopify Inc.

Technology
375
+ 14.18%
$78.14 - $119.49 $29.3K - $44.8K
3.02K $321K
TOST
Toast, Inc.

Technology
326
+ 2.73%
$27.43 - $43.54 $8.94K - $14.2K
12.3K $447K
CDNS
Cadence Design Systems Inc

Technology
266
+ 32.68%
$249.1 - $324.54 $66.3K - $86.3K
1.08K $324K
BA
Boeing CO

Industrials
309
+ 15.99%
$138.14 - $180.72 $42.7K - $55.8K
2.24K $396K
EW
Edwards Lifesciences Corp

Healthcare
976
+ 25.43%
$64.54 - $75.92 $63K - $74.1K
4.81K $356K
FCNCA
First Citizens Bancshares Inc

Financial Services
32
+ 25.0%
$1818.92 - $2353.08 $58.2K - $75.3K
160 $338K
GS
Goldman Sachs Group Inc

Financial Services
52
+ 6.12%
$486.1 - $608.57 $25.3K - $31.6K
902 $516K
Activity Summary
Buys All Purchases 260 New Holdings 35 Increased Positions 225 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 1 Puts 0
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