Texas Capital Bank Wealth Management Services Inc Purchases in Q3 2024

Texas Capital Bank Wealth Management Services Inc

  • $1.02 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ROK
Rockwell Automation, Inc

Industrials
1.14K
New
$248.27 - $294.37 $284K - $337K
1.14K $307K
XOM
Exxon Mobil Corp

Energy
2.37K
+ 17.33%
$109.72 - $119.0 $260K - $282K
16K $1.88M
XLB
Select Sector Spdr Fd Material

ETFs
3.18K
New
$86.95 - $97.09 $276K - $308K
3.18K $306K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.06K
+ 46.26%
$111.9 - $124.28 $230K - $256K
6.5K $803K
QCOM
Qualcomm Inc

Technology
2.1K
+ 102.53%
$156.12 - $209.64 $328K - $441K
4.16K $706K
UNP
Union Pacific Corp

Industrials
1.1K
+ 86.52%
$221.78 - $256.09 $245K - $283K
2.38K $586K
TXN
Texas Instruments Inc

Technology
1.53K
+ 30.36%
$194.6 - $194.6 $297K - $297K
6.56K $1.28M
VGT
Vanguard Information Technolog

ETFs
500
New
$514.43 - $606.85 $257K - $303K
500 $293K
MSFT
Microsoft Corp

Technology
1.81K
+ 6.21%
$395.15 - $467.56 $716K - $848K
31K $13.3M
IRT
Independence Realty Trust, Inc.

Real Estate
11.1K
+ 39.64%
$18.32 - $21.15 $204K - $235K
39.2K $803K
CVS
Cvs Health Corp

Healthcare
4.41K
New
$55.81 - $63.18 $246K - $279K
4.41K $277K
ECL
Ecolab Inc.

Basic Materials
1K
+ 84.03%
$228.86 - $255.76 $229K - $256K
2.19K $558K
KSS
Kohls Corp

Consumer Cyclical
20K
+ 25.0%
$18.62 - $22.79 $372K - $456K
100K $2.11M
SNA
Snap On Inc

Industrials
933
New
$255.35 - $289.77 $238K - $270K
933 $270K
IONQ
Ion Q, Inc.

Technology
30K
New
$6.57 - $9.71 $197K - $291K
30K $262K
MCD
Mcdonalds Corp

Consumer Cyclical
456
+ 18.95%
$245.82 - $304.51 $112K - $139K
2.86K $871K
NFLX
Netflix Inc

Communication Services
349
New
$598.55 - $722.26 $209K - $252K
349 $247K
T
At&T Inc.

Communication Services
11.1K
New
$18.21 - $22.28 $203K - $248K
11.1K $245K
AMT
American Tower Corp

Real Estate
1.05K
New
$192.27 - $242.73 $202K - $255K
1.05K $244K
CTSH
Cognizant Technology Solutions Corp

Technology
3.08K
New
$66.89 - $77.87 $206K - $240K
3.08K $237K
SO
Southern CO

Utilities
2.58K
New
$77.0 - $90.52 $198K - $233K
2.58K $232K
XLP
Consumer Staples Sector Spdr

ETFs
2.94K
New
$76.04 - $76.04 $224K - $224K
2.94K $223K
LHX
L3 Harris Technologies, Inc.

Industrials
886
New
$221.96 - $243.27 $197K - $216K
886 $210K
BLK
Black Rock Inc.

Financial Services
218
New
$782.27 - $949.51 $171K - $207K
218 $206K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.27K
New
$136.93 - $162.81 $173K - $206K
1.27K $203K
GOOG
Alphabet Inc.

Communication Services
1.75K
+ 24.57%
$149.54 - $192.66 $262K - $337K
8.88K $1.48M
VTV
Vanguard Value ETF

ETFs
267
+ 4.48%
$159.75 - $174.57 $42.7K - $46.6K
6.23K $1.09M
CFLT
Confluent, Inc.

Technology
10K
+ 125.0%
$18.67 - $29.31 $187K - $293K
18K $366K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.27K
+ 2.05%
$32.36 - $33.78 $41.1K - $42.9K
63.2K $2.13M
IMTX
Immatics N.V.

Healthcare
10K
New
$10.93 - $12.92 $109K - $129K
10K $114K
IWD
Ishares Russell 1000 Val ETF

ETFs
173
+ 3.42%
$173.36 - $189.8 $30K - $32.8K
5.23K $992K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
32
+ 2.03%
$405.19 - $478.57 $13K - $15.3K
1.61K $738K
AVGO
Broadcom Inc.

Technology
3.74K
+ 945.2%
$136.27 - $1745.86 $510K - $6.53M
4.14K $714K
DIS
Walt Disney CO

Communication Services
992
+ 15.47%
$85.6 - $98.61 $84.9K - $97.8K
7.4K $712K
TMO
Thermo Fisher Scientific Inc.

Healthcare
28
+ 3.62%
$531.86 - $624.21 $14.9K - $17.5K
802 $496K
PEP
Pepsico Inc

Consumer Defensive
215
+ 3.72%
$161.9 - $179.3 $34.8K - $38.5K
6K $1.02M
WMT
Walmart Inc.

Consumer Defensive
150
+ 3.76%
$66.91 - $81.4 $10K - $12.2K
4.14K $334K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
55
+ 1.44%
$210.25 - $231.86 $11.6K - $12.8K
3.86K $861K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
516
+ 5.95%
$76.38 - $78.87 $39.4K - $40.7K
9.19K $723K
SYK
Stryker Corp

Healthcare
40
+ 2.06%
$315.94 - $371.96 $12.6K - $14.9K
1.98K $715K
ORCC
Owl Rock Capital Corp

Financial Services
3.36K
+ 1.38%
N/A
247K $3.31M
MRK
Merck & Co., Inc.

Healthcare
470
+ 24.58%
$111.15 - $128.97 $52.2K - $60.6K
2.38K $270K
ARCC
Ares Capital Corp

Financial Services
187
+ 0.14%
$19.8 - $21.28 $3.7K - $3.98K
136K $2.85M
ADI
Analog Devices Inc

Technology
30
+ 1.35%
$200.56 - $243.33 $6.02K - $7.3K
2.25K $517K
Southland Hldgs Inc
19.4K
New
N/A
19.4K $0
Ishares Ethereum Tr
19.8K
New
N/A
19.8K $0
SNPS
Synopsys Inc

Technology
7
+ 1.09%
$463.97 - $621.3 $3.25K - $4.35K
647 $327K
ASML
Asml Holding Nv

Technology
7
+ 2.08%
$749.82 - $1098.95 $5.25K - $7.69K
344 $286K
INTU
Intuit Inc

Technology
381
+ 2.94%
$602.97 - $670.49 $230K - $255K
13.4K $8.29M
Activity Summary
Buys All Purchases 103 New Holdings 36 Increased Positions 67 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 3 Puts 1
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