Institutions / BOK Financial Private Wealth, Inc. / Activity
Activity — BOK Financial Private Wealth, Inc.
73 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Exit | NAD Nuveen Quality Municipal Income Fund Closed-End Fund | $-241 | -20 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Viatris Inc Common stock | $-299 | -24 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Angi Inc. Common stock | $-466 | -36 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 09254C107 Common stock | $-512 | -51 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 552727109 Common stock | $-546 | -87 -100.00% | 0 | low |
| Q1 2026 as of | Exit | BHK BlackRock Core Bond Trust Closed-End Fund | $-585 | -61 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 27829F108 Common stock | $-715 | -75 -100.00% | 0 | low |
| Q1 2026 as of | Exit | BLACKROCK Ltd DURATION INCOME TRUST Common stock | $-756 | -55 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 46131H107 Common stock | $-785 | -240 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Fortrea Holdings Inc. Common stock | $-915 | -53 -100.00% | 0 | low |
| Q1 2026 as of | Exit | PDI PIMCO Dynamic Income Fund Closed-End Fund | $-1.1K | -64 -100.00% | 0 | low |
| Q1 2026 as of | Exit | N5505D105 Common stock | $-1.6K | -100 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 674599162 Common stock | $-1.9K | -100 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Embecta Corp. Common stock | $-2.4K | -200 -100.00% | 0 | low |
| Q1 2026 as of | Exit | People Inc Common stock | $-2.7K | -70 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 880198205 Common stock | $-4.2K | -509 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Pacific Biosciences of California, Inc. Common stock | $-4.7K | -3K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Dexcom Inc Common stock | $-5.3K | -80 -100.00% | 0 | low |
| Q1 2026 as of | Exit | MAIN Main Street Capital CORP Common Stock | $-6.0K | -100 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Nuveen S&P 500 BuyWrite Income Fund Common stock | $-6.4K | -435 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Atlassian Corporation Common stock | $-8.1K | -50 -100.00% | 0 | low |
| Q1 2026 as of | Exit | SBA Communications Corp Common stock | $-8.3K | -43 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 46137V597 Common stock | $-8.7K | -189 -100.00% | 0 | low |
| Q1 2026 as of | Exit | JPC Nuveen Preferred & Income Opportunities Fund Closed-End Fund | $-9.2K | -1K -100.00% | 0 | low |
| Q1 2026 as of | Exit | 464287739 Common stock | $-9.3K | -99 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 81369Y860 Common stock | $-11.0K | -273 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 921946794 Common stock | $-11.3K | -126 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Watsco, Inc. Common stock | $-11.8K | -35 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 464287879 Common stock | $-11.9K | -105 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Dell Technologies Inc. Common stock | $-12.6K | -100 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Global Payments Inc Common stock | $-12.8K | -165 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Labcorp Holdings Inc. Common stock | $-13.3K | -53 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Lululemon Athletica Inc Common stock | $-17.5K | -84 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Public Service Enterprise Group Inc Common stock | $-17.8K | -222 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Alliant Energy Corp Common stock | $-18.4K | -283 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 13646K108 Common stock | $-18.4K | -250 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 405552100 Common stock | $-20.2K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | N3167Y103 Common stock | $-23.7K | -64 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Apollo Global Management, Inc. Common stock | $-23.9K | -165 -100.00% | 0 | low |
| Q1 2026 as of | Exit | BJ's Wholesale Club Holdings, Inc. Common stock | $-24.7K | -274 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 064149107 Common stock | $-27.1K | -368 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Carlisle Companies Inc Common stock | $-27.2K | -85 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Chemed Corp Common stock | $-27.4K | -64 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Darden Restaurants Inc Common stock | $-28.5K | -155 -100.00% | 0 | low |
| Q1 2026 as of | Exit | 904767803 Common stock | $-29.0K | -444 -100.00% | 0 | low |
| Q1 2026 as of | Exit | AUPH Aurinia Pharmaceuticals Inc. Common Stock | $-31.9K | -2K -100.00% | 0 | low |
| Q1 2026 as of | Exit | Rockwell Automation Inc Common stock | $-33.1K | -85 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Veeva Systems Inc Common stock | $-33.3K | -149 -100.00% | 0 | low |
| Q1 2026 as of | Exit | Steel Dynamics Inc Common stock | $-34.9K | -205 -100.00% | 0 | low |
| Q1 2026 as of | Exit | iShares MSCI UAE ETF Common stock | $-36.6K | -420 -100.00% | 0 | low |