Wetherby Asset Management Inc Bok Financial Corp Transaction History

Wetherby Asset Management Inc

  • $2.04 Billion
  • Q4 2024

A detailed history of Wetherby Asset Management Inc transactions in Bok Financial Corp stock. As of the latest transaction made, Wetherby Asset Management Inc holds 2,532 shares of BOKF stock, worth $258,314. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,532
Previous 2,532 -0.0%
Holding current value
$258,314
Previous $264,000 1.89%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$87.91 - $107.34 $6,417 - $7,835
-73 Reduced 2.8%
2,532 $264,000
Q2 2024

Aug 14, 2024
SELL
$85.13 - $95.82 $2,043 - $2,299
-24 Reduced 0.91%
2,605 $238,000
Q1 2024

May 15, 2024
BUY
$79.78 - $92.0 $3,829 - $4,416
48 Added 1.86%
2,629 $241,000
Q4 2023

Feb 14, 2024
SELL
$63.93 - $86.35 $4,602 - $6,217
-72 Reduced 2.71%
2,581 $221,000
Q3 2023

Nov 14, 2023
BUY
$78.39 - $91.54 $3,841 - $4,485
49 Added 1.88%
2,653 $212,000
Q2 2023

Aug 14, 2023
SELL
$75.73 - $90.44 $1,817 - $2,170
-24 Reduced 0.91%
2,604 $210,000
Q1 2023

May 12, 2023
BUY
$81.54 - $105.1 $489 - $630
6 Added 0.23%
2,628 $221,000
Q3 2022

Nov 14, 2022
BUY
$71.55 - $94.99 $187,604 - $249,063
2,622 New
2,622 $233,000
Q2 2022

Aug 15, 2022
SELL
$74.51 - $93.25 $189,627 - $237,321
-2,545 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$93.95 - $116.31 $1,879 - $2,326
-20 Reduced 0.78%
2,545 $239,000
Q4 2021

Feb 14, 2022
BUY
$90.89 - $109.56 $1,454 - $1,752
16 Added 0.63%
2,565 $271,000
Q1 2021

May 14, 2021
BUY
$69.41 - $97.79 $176,926 - $249,266
2,549 New
2,549 $228,000

Others Institutions Holding BOKF

# of Institutions
264
Shares Held
20.3M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About BOK FINANCIAL CORP

BOKF Quotes by TradingView
  • Ticker BOKF
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 67,254,400
  • Market Cap $6.86B
  • Description
  • BOK Financial Corporation operates as the financial holding company for BOKF, NA that provides various financial products and services in Oklahoma, Texas, New Mexico, Northwest Arkansas, Colorado, Arizona, and Kansas/Missouri. It operates through three segments: Commercial Banking, Consumer Banking, and Wealth Management. The Commercial Banking ...
More about BOKF
Track This Portfolio

Track Wetherby Asset Management Inc Portfolio

Follow Wetherby Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetherby Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wetherby Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email