Keel Point, LLC Purchases in Q4 2024

Keel Point, LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QBTS
D Wave Quantum Inc.

Technology
11.4K
New
$0.89 - $9.91 $10.1K - $113K
11.4K $95K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.33K
+ 38.2%
$44.87 - $46.86 $105K - $109K
8.44K $378K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
790
+ 4.66%
$55.73 - $66.16 $44K - $52.3K
17.7K $1.07M
BKR
Baker Hughes CO

Energy
1.19K
+ 13.87%
$35.98 - $44.88 $42.8K - $53.4K
9.77K $400K
AXP
American Express CO

Financial Services
127
+ 6.23%
$267.35 - $305.57 $34K - $38.8K
2.17K $642K
PH
Parker Hannifin Corp

Industrials
128
+ 13.56%
$621.74 - $709.46 $79.6K - $90.8K
1.07K $681K
PNC
Pnc Financial Services Group, Inc.

Financial Services
361
+ 24.71%
$178.39 - $215.0 $64.4K - $77.6K
1.82K $351K
ALL
Allstate Corp

Financial Services
350
+ 15.34%
$181.25 - $208.2 $63.4K - $72.9K
2.63K $507K
IEMG
Ishares Inc

ETFs
1.38K
+ 2.4%
N/A
58.8K $3.16M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
129
+ 34.58%
$563.99 - $620.12 $72.8K - $80K
502 $285K
HD
Home Depot, Inc.

Consumer Cyclical
494
+ 6.57%
$385.02 - $431.37 $190K - $213K
8.01K $3.12M
COF
Capital One Financial Corp

Financial Services
123
+ 7.25%
$145.19 - $192.01 $17.9K - $23.6K
1.82K $324K
VOX
Vanguard Communication Service

ETFs
237
+ 7.11%
$144.31 - $163.57 $34.2K - $38.8K
3.57K $553K
XLY
Select Sector Spdr Consumer Di

ETFs
20
+ 0.79%
$194.8 - $239.43 $3.9K - $4.79K
2.54K $570K
VCIT
Vanguard Intermediate Term Cor

ETFs
897
+ 36.35%
$80.13 - $83.77 $71.9K - $75.1K
3.37K $270K
CPRT
Copart Inc

Consumer Cyclical
624
+ 12.03%
$51.36 - $63.8 $32K - $39.8K
5.81K $333K
BSX
Boston Scientific Corp

Healthcare
457
+ 11.97%
$83.62 - $91.5 $38.2K - $41.8K
4.28K $381K
BMY
Bristol Myers Squibb CO

Healthcare
642
+ 12.82%
$51.92 - $59.94 $33.3K - $38.5K
5.65K $319K
SONY
Sony Group Corp

Technology
22.6K
+ 404.66%
$17.53 - $96.8 $396K - $2.19M
28.2K $596K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.41K
+ 32.64%
$34.13 - $37.35 $82.4K - $90.1K
9.81K $334K
IRT
Independence Realty Trust, Inc.

Real Estate
3.3K
+ 24.25%
$18.78 - $22.01 $61.9K - $72.5K
16.9K $334K
FTNT
Fortinet, Inc.

Technology
59
+ 2.03%
$76.49 - $99.21 $4.51K - $5.85K
2.96K $280K
WIT
Wipro LTD

Technology
15.3K
New
$3.54 - $7.24 $54.1K - $111K
15.3K $54K
AIG
American International Group, Inc.

Financial Services
768
+ 17.36%
$70.0 - $79.22 $53.8K - $60.8K
5.19K $378K
VMC
Vulcan Materials CO

Basic Materials
161
+ 8.95%
$237.95 - $292.31 $38.3K - $47.1K
1.96K $504K
OKE
Oneok Inc

Energy
48
+ 0.91%
$92.28 - $117.05 $4.43K - $5.62K
5.3K $531K
SU
Suncor Energy Inc

Energy
1.67K
+ 30.61%
$34.5 - $41.53 $57.6K - $69.3K
7.12K $254K
ADSK
Autodesk, Inc.

Technology
212
+ 9.27%
N/A
2.5K $614K
FAST
Fastenal CO

Industrials
319
+ 0.59%
$69.99 - $84.35 $22.3K - $26.9K
54K $3.88M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.15K
+ 24.99%
$44.33 - $49.55 $50.8K - $56.8K
5.74K $257K
CME
Cme Group Inc.

Financial Services
151
+ 12.2%
$221.17 - $246.02 $33.4K - $37.1K
1.39K $322K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
509
+ 1.94%
$9.95 - $12.23 $5.06K - $6.23K
26.7K $313K
SPGI
S&P Global Inc.

Financial Services
143
+ 10.43%
$480.36 - $529.17 $68.7K - $75.7K
1.51K $754K
AJG
Arthur J. Gallagher & Co.

Financial Services
146
+ 14.64%
$278.49 - $315.16 $40.7K - $46K
1.14K $324K
ROK
Rockwell Automation, Inc

Industrials
84
+ 7.69%
$264.65 - $302.92 $22.2K - $25.4K
1.18K $336K
SCHG
Schwab Strategic Tr Us Large C

ETFs
35.8K
+ 285.37%
$25.93 - $105.3 $929K - $3.77M
48.4K $1.35M
QUAL
Ishares Msci Usa Quality Facto

ETFs
282
+ 3.1%
$176.42 - $186.91 $49.8K - $52.7K
9.39K $1.67M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
152
+ 2.14%
$124.61 - $133.96 $18.9K - $20.4K
7.26K $934K
MSCI
Msci Inc.

Financial Services
50
+ 12.63%
$569.09 - $635.99 $28.5K - $31.8K
446 $267K
MCD
Mcdonalds Corp

Consumer Cyclical
300
+ 8.62%
$288.47 - $316.54 $86.5K - $95K
3.78K $1.1M
ABT
Abbott Laboratories

Healthcare
348
+ 4.99%
$111.93 - $119.39 $39K - $41.5K
7.32K $827K
ATO
Atmos Energy Corp

Utilities
197
+ 11.29%
$136.41 - $151.43 $26.9K - $29.8K
1.94K $270K
TFC
Truist Financial Corp

Financial Services
409
+ 3.38%
$41.51 - $48.1 $17K - $19.7K
12.5K $543K
TM
Toyota Motor Corp

Consumer Cyclical
11
+ 0.81%
$169.2 - $199.52 $1.86K - $2.19K
1.37K $266K
TDY
Teledyne Technologies Inc

Technology
23
+ 4.52%
$436.59 - $489.24 $10K - $11.3K
532 $246K
AON
Aon PLC

Financial Services
38
+ 5.13%
$344.14 - $393.31 $13.1K - $14.9K
779 $279K
PANW
Palo Alto Networks Inc

Technology
964
+ 100.52%
$181.96 - $405.9 $175K - $391K
1.92K $349K
A
Agilent Technologies, Inc.

Healthcare
449
+ 16.67%
$125.69 - $146.56 $56.4K - $65.8K
3.14K $422K
CB
Chubb LTD

Financial Services
172
+ 7.62%
$271.57 - $301.89 $46.7K - $51.9K
2.43K $671K
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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