Keel Point, LLC Sells in Q3 2025

Keel Point, LLC

  • $1.61 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-113
- 0.65%
$150.47 - $161.22 $17K - $18.2K
17.2K $2.64M
AMT
American Tower Corp

Real Estate
-141
- 4.65%
$192.32 - $232.35 $27.1K - $32.8K
2.89K $556K
HON
Honeywell International Inc

Industrials
-201
- 6.69%
$207.7 - $240.4 $41.7K - $48.3K
2.8K $590K
CMCSA
Comcast Corp

Communication Services
-1.31K
- 8.69%
$31.41 - $36.33 $41.2K - $47.6K
13.8K $432K
ALC
Alcon Inc

Healthcare
-489
- 9.67%
$73.24 - $92.22 $35.8K - $45.1K
4.57K $340K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.63K
- 21.41%
$90.37 - $102.12 $148K - $167K
5.99K $596K
OKE
Oneok Inc

Energy
-714
- 13.97%
$71.36 - $83.47 $51K - $59.6K
4.4K $320K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.31K
- 11.34%
$72.04 - $77.35 $167K - $179K
18.1K $1.39M
CI
Cigna Corp

Healthcare
-97
- 6.4%
$262.23 - $334.39 $25.4K - $32.4K
1.42K $409K
STZ
Constellation Brands, Inc.

Consumer Defensive
-291
- 16.16%
$131.78 - $176.09 $38.3K - $51.2K
1.51K $203K
TDG
Trans Digm Group Inc

Industrials
-20
- 7.09%
$1271.04 - $1620.83 $25.4K - $32.4K
262 $345K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.83K
- 23.2%
$48.5 - $50.19 $88.5K - $91.6K
6.04K $302K
CTVA
Corteva, Inc.

Basic Materials
-410
- 5.4%
$67.08 - $77.12 $27.5K - $31.6K
7.19K $486K
BSX
Boston Scientific Corp

Healthcare
-183
- 2.96%
$97.03 - $108.14 $17.8K - $19.8K
5.99K $584K
RELX
Relx PLC

Communication Services
-656
- 9.12%
$45.13 - $54.19 $29.6K - $35.5K
6.53K $312K
VIG
Vanguard Dividend Appreciation

ETFs
-430
- 5.06%
N/A
8.07K $1.47M
ABT
Abbott Laboratories

Healthcare
-422
- 4.17%
$120.51 - $136.62 $50.9K - $57.7K
9.7K $1.3M
MIDD
Middleby Corp

Industrials
-265
- 7.25%
$118.3 - $150.16 $31.3K - $39.8K
3.39K $450K
AMP
Ameriprise Financial Inc

Financial Services
-37
- 2.74%
$486.13 - $544.55 $18K - $20.1K
1.31K $644K
TXN
Texas Instruments Inc

Technology
-381
- 6.81%
N/A
5.22K $1.02M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.08K
- 4.91%
$85.01 - $90.35 $91.8K - $97.6K
20.9K $1.87M
WM
Waste Management Inc

Industrials
-201
- 5.94%
$213.88 - $237.1 $43K - $47.7K
3.18K $702K
AIG
American International Group, Inc.

Financial Services
-222
- 3.0%
$76.34 - $85.87 $16.9K - $19.1K
7.18K $563K
AXON
Axon Enterprise, Inc.

Industrials
-2
- 0.33%
$698.02 - $870.97 $1.4K - $1.74K
612 $439K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-598
- 4.34%
$459.11 - $506.91 $275K - $303K
13.2K $6.63M
DHR
Danaher Corp

Healthcare
-408
- 1.84%
$181.46 - $212.2 $74K - $86.6K
21.7K $4.31M
ADSK
Autodesk, Inc.

Technology
-257
- 8.22%
N/A
2.87K $705K
AJG
Arthur J. Gallagher & Co.

Financial Services
-151
- 10.31%
$284.17 - $319.49 $42.9K - $48.2K
1.31K $406K
UNP
Union Pacific Corp

Industrials
-377
- 8.85%
$214.91 - $237.16 $81K - $89.4K
3.88K $917K
MCHP
Microchip Technology Inc

Technology
-353
- 5.49%
$60.95 - $75.26 $21.5K - $26.6K
6.08K $390K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-1.52K
- 18.88%
$41.8 - $43.15 $63.7K - $65.7K
6.54K $279K
SU
Suncor Energy Inc

Energy
-2.19K
- 28.1%
$37.83 - $43.02 $83K - $94.4K
5.62K $234K
KMB
Kimberly Clark Corp

Consumer Defensive
-381
- 19.08%
$121.72 - $136.77 $46.4K - $52.1K
1.62K $200K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-938
- 3.55%
$107.66 - $112.36 $101K - $105K
25.5K $2.84M
CSCO
Cisco Systems, Inc.

Technology
-300
- 0.88%
$66.2 - $71.79 $19.9K - $21.5K
33.9K $2.32M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-85
- 1.47%
$65.64 - $78.22 $5.58K - $6.65K
5.69K $381K
FVD
First Tr Value Line Divid Inde

ETFs
-1.41K
- 11.56%
$44.73 - $46.86 $63K - $66K
10.8K $498K
EQIX
Equinix Inc

Real Estate
-50
- 15.2%
$756.7 - $811.13 $37.8K - $40.6K
279 $218K
PRU
Prudential Financial Inc

Financial Services
-224
- 5.47%
$100.68 - $109.89 $22.6K - $24.6K
3.87K $401K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-1.6K
- 8.32%
$33.76 - $35.55 $54K - $56.9K
17.6K $622K
CSGP
Costar Group, Inc.

Real Estate
-622
- 16.24%
$81.42 - $96.83 $50.6K - $60.2K
3.21K $270K
CTRA
Coterra Energy Inc.

Energy
-413
- 3.15%
$23.09 - $25.45 $9.54K - $10.5K
12.7K $299K
AMGN
Amgen Inc

Healthcare
-147
- 3.89%
$271.18 - $309.22 $39.9K - $45.5K
3.63K $1.02M
SPOT
Spotify Technology S.A.

Communication Services
-6
- 1.58%
$620.01 - $738.53 $3.72K - $4.43K
373 $260K
APD
Air Products & Chemicals, Inc.

Basic Materials
-41
- 2.19%
$265.78 - $299.3 $10.9K - $12.3K
1.83K $498K
PANW
Palo Alto Networks Inc

Technology
-120
- 4.27%
$167.06 - $208.19 $20K - $25K
2.69K $547K
TRGP
Targa Resources Corp.

Energy
-101
- 6.13%
$160.52 - $174.4 $16.2K - $17.6K
1.55K $259K
SNV
Synovus Financial Corp

Financial Services
-297
- 6.64%
$46.55 - $59.6 $13.8K - $17.7K
4.18K $204K
MRVL
Marvell Technology, Inc.

Technology
-793
- 12.55%
$62.31 - $84.07 $49.4K - $66.7K
5.53K $464K
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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