Purchases and Sales Made in Q4 2024 in Bok Financial Corp (BOKF)
This table provides information about the institutional ownership of Bok Financial Corp (BOKF) during Q4 2024. The information is specifically focused on institutions that hold shares of BOK FINANCIAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
129New |
$13.1K - $15.4K
|
129
$14.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
121+ 12.51% |
$12.2K - $14.5K
|
1.09K
$121K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
113+ 66.86% |
$11.4K - $13.5K
|
282
$31.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
107+ 5.53% |
$10.8K - $12.8K
|
2.04K
$228K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
100+ 33.78% |
$10.1K - $12K
|
396
$44.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
91New |
$9.21K - $10.9K
|
91
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
82+ 0.19% |
$8.3K - $9.81K
|
43.2K
$4.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
80+ 0.6% |
$8.1K - $9.57K
|
13.3K
$1.48M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
74+ 18.41% |
$7.49K - $8.86K
|
476
$53.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
70+ 71.43% |
$7.09K - $8.38K
|
168
$18.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
54+ 2.42% |
$5.47K - $6.46K
|
2.29K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47+ 470.0% |
$4.76K - $5.62K
|
57
$6.35K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
40+ 444.44% |
$4.05K - $4.79K
|
49
$5.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
33+ 32.04% |
$3.34K - $3.95K
|
136
$15.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
25New |
$2.53K - $2.99K
|
25
$2.79K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
20+ 20.0% |
$2.02K - $2.39K
|
120
$13.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 9.45% |
$1.21K - $1.44K
|
139
$15.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
11+ 45.83% |
$1.11K - $1.32K
|
35
$3.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9+ 5.73% |
$911 - $1.08K
|
166
$18.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5New |
$506 - $598
|
5
$557
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 8.33% |
$506 - $598
|
65
$7.25K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 8.51% |
$405 - $479
|
51
$5.69K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3+ 2.11% |
$304 - $359
|
145
$16.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3+ 0.07% |
$304 - $359
|
4.09K
$456K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 1.69% |
$304 - $359
|
181
$20.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
2+ 2.08% |
$202 - $239
|
98
$10.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2New |
$202 - $239
|
2
$223
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
2+ 0.66% |
$202 - $239
|
305
$34K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
1New |
$101 - $120
|
1
$111
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
1+ 0.25% |
$101 - $120
|
398
$44.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3- 0.1% |
$304 - $359
|
3.01K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 13.04% |
$304 - $359
|
20
$2.23K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 20.0% |
$304 - $359
|
12
$1.34K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-11- 0.46% |
$1.11K - $1.32K
|
2.36K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-27- 29.03% |
$2.73K - $3.23K
|
66
$7.36K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-34- 1.13% |
$3.44K - $4.07K
|
2.97K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-39- 19.6% |
$3.95K - $4.67K
|
160
$17.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-53- 1.8% |
$5.37K - $6.34K
|
2.89K
$322K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-72- 21.62% |
$7.29K - $8.62K
|
261
$29.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-76- 1.26% |
$7.69K - $9.09K
|
5.95K
$663K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-89- 23.8% |
$9.01K - $10.7K
|
285
$31.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-109- 1.49% |
$11K - $13K
|
7.21K
$804K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-125- 1.4% |
$12.7K - $15K
|
8.79K
$980K
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-176- 3.87% |
$17.8K - $21.1K
|
4.37K
$487K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-188- 23.47% |
$19K - $22.5K
|
613
$68.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-193- 4.9% |
$19.5K - $23.1K
|
3.75K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-197- 6.67% |
$19.9K - $23.6K
|
2.76K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-215- 3.77% |
$21.8K - $25.7K
|
5.48K
$611K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-221- 9.02% |
$22.4K - $26.4K
|
2.23K
$249K
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-303- 7.59% |
$30.7K - $36.3K
|
3.69K
$411K
|