Keel Point, LLC Purchases in Q3 2025

Keel Point, LLC

  • $1.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PLCE
Childrens Place, Inc.

Consumer Cyclical
11.2K
New
$4.23 - $7.91 $47.2K - $88.2K
11.2K $69K
BK
Bank Of New York Mellon Corp

Financial Services
68
+ 2.01%
$90.65 - $109.75 $6.16K - $7.46K
3.45K $375K
CVNA
Carvana Co.

Consumer Cyclical
91
+ 11.83%
$326.09 - $392.66 $29.7K - $35.7K
860 $324K
PNC
Pnc Financial Services Group, Inc.

Financial Services
114
+ 4.05%
$185.88 - $207.44 $21.2K - $23.6K
2.93K $588K
COIN
Coinbase Global, Inc.

Technology
202
+ 32.22%
$297.99 - $419.78 $60.2K - $84.8K
829 $279K
CCJ
Cameco Corp

Energy
26
+ 0.46%
$70.47 - $86.89 $1.83K - $2.26K
5.67K $475K
DFAT
Dimensional ETF Tr U S Target

ETFs
24
+ 0.19%
$53.36 - $59.69 $1.28K - $1.43K
12.6K $736K
NOW
Service Now, Inc.

Technology
183
+ 17.17%
$850.86 - $1044.69 $156K - $191K
1.25K $1.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
290
+ 1.66%
$25.29 - $28.33 $7.33K - $8.22K
17.7K $495K
ALL
Allstate Corp

Financial Services
75
+ 2.65%
$192.0 - $214.65 $14.4K - $16.1K
2.9K $622K
VO
Vanguard Mid Cap ETF

ETFs
36
+ 1.19%
$279.83 - $293.74 $10.1K - $10.6K
3.06K $899K
IWS
Ishares Russell Midcap Value E

ETFs
68
+ 1.21%
$132.83 - $140.61 $9.03K - $9.56K
5.68K $793K
CVS
Cvs Health Corp

Healthcare
345
+ 9.12%
$58.75 - $76.5 $20.3K - $26.4K
4.13K $311K
UA
Under Armour Inc Cl C

Consumer Cyclical
10.8K
New
$4.66 - $6.93 $50.1K - $74.6K
10.8K $51K
SCHW
Schwab Charles Corp

Financial Services
135
+ 1.55%
$91.03 - $98.69 $12.3K - $13.3K
8.84K $843K
DASH
Door Dash, Inc.

Communication Services
58
+ 4.34%
$234.5 - $272.5 $13.6K - $15.8K
1.39K $378K
ED
Consolidated Edison Inc

Utilities
451
+ 21.99%
$95.57 - $105.36 $43.1K - $47.5K
2.5K $251K
PSN
Parsons Corp

Industrials
142
+ 4.89%
$72.77 - $82.92 $10.3K - $11.8K
3.05K $252K
ROL
Rollins Inc

Consumer Cyclical
564
+ 12.14%
$55.05 - $58.74 $31K - $33.1K
5.21K $306K
T
At&T Inc.

Communication Services
2.98K
+ 5.13%
$26.94 - $29.62 $80.4K - $88.4K
61.1K $1.73M
KR
Kroger CO

Consumer Defensive
828
+ 28.94%
$64.52 - $74.35 $53.4K - $61.6K
3.69K $248K
XYL
Xylem Inc.

Industrials
79
+ 4.63%
$129.67 - $147.5 $10.2K - $11.7K
1.78K $263K
ZG
Zillow Group, Inc.

Communication Services
6
+ 0.09%
$68.95 - $86.76 $414 - $521
6.78K $504K
WMB
Williams Companies, Inc.

Energy
493
+ 3.68%
$56.52 - $64.01 $27.9K - $31.6K
13.9K $879K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
324
+ 9.98%
$68.24 - $73.73 $22.1K - $23.9K
3.57K $262K
PLD
Prologis, Inc.

Real Estate
19
+ 0.55%
$104.08 - $115.35 $1.98K - $2.19K
3.47K $397K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
482
+ 2.89%
$14.53 - $17.13 $7K - $8.26K
17.1K $286K
AVDV
American Centy ETF Tr Avantis

ETFs
24
+ 0.77%
$79.24 - $89.03 $1.9K - $2.14K
3.15K $280K
ROK
Rockwell Automation, Inc

Industrials
33
+ 2.85%
$328.67 - $358.52 $10.8K - $11.8K
1.19K $416K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.54K
+ 4.58%
$19.61 - $19.79 $30.2K - $30.5K
35.2K $692K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.45K
+ 1.56%
$19.49 - $19.61 $28.3K - $28.5K
94.8K $1.85M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
1.14K
+ 5.01%
$23.8 - $24.29 $27.2K - $27.8K
24K $578K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.05%
$91.28 - $97.59 $274 - $293
6.36K $609K
CL
Colgate Palmolive CO

Consumer Defensive
1.02K
+ 22.16%
$79.36 - $93.33 $81.2K - $95.5K
5.64K $450K
CME
Cme Group Inc.

Financial Services
146
+ 10.26%
$258.83 - $287.1 $37.8K - $41.9K
1.57K $423K
IEMG
Ishares Inc

ETFs
564
+ 1.41%
N/A
40.6K $2.18M
VBR
Vanguard Small Cap Value ETF

ETFs
43
+ 2.86%
$195.41 - $212.37 $8.4K - $9.13K
1.54K $322K
TRV
Travelers Companies, Inc.

Financial Services
45
+ 3.78%
$250.62 - $279.43 $11.3K - $12.6K
1.24K $345K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
1.21K
+ 0.98%
$20.66 - $20.74 $25K - $25.1K
125K $2.59M
A
Agilent Technologies, Inc.

Healthcare
52
+ 2.72%
$112.04 - $128.75 $5.83K - $6.7K
1.96K $251K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
76
+ 2.22%
$136.48 - $142.97 $10.4K - $10.9K
3.5K $490K
BMY
Bristol Myers Squibb CO

Healthcare
728
+ 9.94%
$43.31 - $48.98 $31.5K - $35.7K
8.05K $363K
VCR
Vanguard Consumer Discretionar

ETFs
1
+ 0.16%
$359.61 - $401.35 $360 - $401
644 $255K
COF
Capital One Financial Corp

Financial Services
109
+ 2.64%
$207.29 - $229.74 $22.6K - $25K
4.24K $901K
IWR
Ishares Russell Mid Cap ETF

ETFs
10
+ 0.23%
$92.26 - $97.51 $923 - $975
4.44K $429K
MBB
Ishares Tr

ETFs
148
+ 2.93%
$92.46 - $95.73 $13.7K - $14.2K
5.2K $494K
GPN
Global Payments Inc

Industrials
69
+ 1.8%
$77.61 - $90.01 $5.36K - $6.21K
3.89K $323K
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 0.07%
$143.56 - $174.06 $144 - $174
1.44K $235K
CB
Chubb LTD

Financial Services
139
+ 4.64%
$265.99 - $289.59 $37K - $40.3K
3.14K $885K
Activity Summary
Buys All Purchases 263 New Holdings 45 Increased Positions 218 Sells All Sells 226 Reductions 226 Sold out 0 Options Calls 1 Puts 1
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