Institutions / BOK Financial Private Wealth, Inc. / Activity
Activity — BOK Financial Private Wealth, Inc.
322 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | Natera, Inc. Common stock | $2.4K | +12 | 12 <0.01% of portfolio | low |
| Q1 2026 as of | New | RKLB Rocket Lab Corp Common Stock | $2.6K | +40 | 40 <0.01% of portfolio | low |
| Q1 2026 as of | New | Oklo Inc. Common stock | $2.6K | +52 | 52 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | People Inc Common stock | $-2.7K | -70 -100.00% | 0 | low |
| Q1 2026 as of | New | Robinhood Markets, Inc. Common stock | $2.9K | +42 | 42 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 46434V613 Common stock | $3.0K | +64 +2.76% | 2,380 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Corning Inc /Ny Common stock | $3.0K | +22 +5.43% | 427 <0.01% of portfolio | low |
| Q1 2026 as of | New | Kb Home Common stock | $3.1K | +59 | 59 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Bristol Myers Squibb Co Common stock | $3.1K | +51 +1.87% | 2,780 0.01% of portfolio | low |
| Q1 2026 as of | Add | 46138E339 Common stock | $3.4K | +30 +0.89% | 3,412 0.02% of portfolio | low |
| Q1 2026 as of | Trim | NIKE, Inc. Common stock | $-3.8K | -71 -8.69% | 746 <0.01% of portfolio | low |
| Q1 2026 as of | New | Tapestry Inc Common stock | $3.8K | +27 | 27 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Coca Cola Co Common stock | $-3.8K | -50 -0.97% | 5,110 0.02% of portfolio | low |
| Q1 2026 as of | Exit | 880198205 Common stock | $-4.2K | -509 -100.00% | 0 | low |
| Q1 2026 as of | New | Ebay Inc Common stock | $4.3K | +47 | 47 <0.01% of portfolio | low |
| Q1 2026 as of | New | AppLovin Corp Common stock | $4.4K | +11 | 11 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 670100205 Common stock | $4.4K | +116 +4.64% | 2,616 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | AT&T Inc. Common stock | $-4.4K | -153 -4.81% | 3,029 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Pacific Biosciences of California, Inc. Common stock | $-4.7K | -3K -100.00% | 0 | low |
| Q1 2026 as of | New | 464288307 Common stock | $5.0K | +64 | 64 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $5.1K | +102 +3.34% | 3,159 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Halliburton Co Common stock | $-5.1K | -132 -9.31% | 1,286 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Coterra Energy Inc. Common stock | $-5.2K | -147 -20.42% | 573 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Dexcom Inc Common stock | $-5.3K | -80 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Zoetis Inc. Common stock | $-5.3K | -45 -1.12% | 3,966 0.03% of portfolio | low |
| Q1 2026 as of | Trim | 808524805 Common stock | $-5.7K | -229 -0.07% | 329,865 0.49% of portfolio | low |
| Q1 2026 as of | Trim | 464287234 Common stock | $-5.8K | -103 -9.78% | 950 <0.01% of portfolio | low |
| Q1 2026 as of | New | Howmet Aerospace Inc. Common stock | $6.0K | +26 | 26 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | MAIN Main Street Capital CORP Common Stock | $-6.0K | -100 -100.00% | 0 | low |
| Q1 2026 as of | Trim | Home Depot, Inc. Common stock | $-6.2K | -19 -1.90% | 979 0.02% of portfolio | 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 | Add | Occidental Petroleum Corp /De Common stock | $6.5K | +100 +12.50% | 900 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Lam Research Corp Common stock | $6.8K | +32 +8.00% | 432 <0.01% of portfolio | low |
| Q1 2026 as of | Add | 055622104 Common stock | $7.2K | +154 +5.62% | 2,892 <0.01% of portfolio | low |
| Q1 2026 as of | New | United Rentals Inc Common stock | $7.3K | +10 | 10 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | US Bancorp \De Common stock | $-7.6K | -144 -40.56% | 211 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | BlackRock, Inc. Common stock | $-7.7K | -8 -0.94% | 843 0.05% of portfolio | low |
| Q1 2026 as of | Add | 46641Q159 Common stock | $7.9K | +171 +9.81% | 1,914 <0.01% of portfolio | low |
| Q1 2026 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-8.0K | -100 -23.36% | 328 <0.01% of portfolio | low |
| Q1 2026 as of | Exit | Atlassian Corporation Common stock | $-8.1K | -50 -100.00% | 0 | low |
| Q1 2026 as of | Add | Citigroup Inc Common stock | $8.1K | +72 +144.00% | 122 <0.01% of portfolio | 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 | New | QXO, Inc. Common stock | $8.8K | +454 | 454 <0.01% of portfolio | 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 | Trim | Cisco Systems, Inc. Common stock | $-9.3K | -120 -0.60% | 19,866 0.09% of portfolio | low |
| Q1 2026 as of | New | American International Group, Inc. Common stock | $9.4K | +126 | 126 <0.01% of portfolio | low |
| Q1 2026 as of | Add | Micron Technology Inc Common stock | $10.8K | +32 +2.75% | 1,197 0.02% of portfolio | low |
| Q1 2026 as of | Exit | 81369Y860 Common stock | $-11.0K | -273 -100.00% | 0 | low |