Institutions / BOK Financial Private Wealth, Inc. / Activity

Activity — BOK Financial Private Wealth, Inc.

322 moves.

BiggestNew positionsBiggest addsExits
InsidersInstitutions
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
TrimHalliburton Co
Common stock
$-5.1K-132
-9.31%
1,286
<0.01% of portfolio
low
Q1 2026
as of
AddVerizon Communications Inc
Common stock
$5.1K+102
+3.34%
3,159
<0.01% of portfolio
low
Q1 2026
as of
New464288307
Common stock
$5.0K+64
64
<0.01% of portfolio
low
Q1 2026
as of
ExitPacific Biosciences of California, Inc.
Common stock
$-4.7K-3K
-100.00%
0
low
Q1 2026
as of
TrimAT&T Inc.
Common stock
$-4.4K-153
-4.81%
3,029
<0.01% of portfolio
low
Q1 2026
as of
Add670100205
Common stock
$4.4K+116
+4.64%
2,616
<0.01% of portfolio
low
Q1 2026
as of
NewAppLovin Corp
Common stock
$4.4K+11
11
<0.01% of portfolio
low
Q1 2026
as of
NewEbay Inc
Common stock
$4.3K+47
47
<0.01% of portfolio
low
Q1 2026
as of
Exit880198205
Common stock
$-4.2K-509
-100.00%
0
low
Q1 2026
as of
TrimCoca Cola Co
Common stock
$-3.8K-50
-0.97%
5,110
0.02% of portfolio
low
Q1 2026
as of
NewTapestry Inc
Common stock
$3.8K+27
27
<0.01% of portfolio
low
Q1 2026
as of
TrimNIKE, Inc.
Common stock
$-3.8K-71
-8.69%
746
<0.01% of portfolio
low
Q1 2026
as of
Add46138E339
Common stock
$3.4K+30
+0.89%
3,412
0.02% of portfolio
low
Q1 2026
as of
AddBristol Myers Squibb Co
Common stock
$3.1K+51
+1.87%
2,780
0.01% of portfolio
low
Q1 2026
as of
NewKb Home
Common stock
$3.1K+59
59
<0.01% of portfolio
low
Q1 2026
as of
AddCorning Inc /Ny
Common stock
$3.0K+22
+5.43%
427
<0.01% of portfolio
low
Q1 2026
as of
Add46434V613
Common stock
$3.0K+64
+2.76%
2,380
<0.01% of portfolio
low
Q1 2026
as of
NewRobinhood Markets, Inc.
Common stock
$2.9K+42
42
<0.01% of portfolio
low
Q1 2026
as of
ExitPeople Inc
Common stock
$-2.7K-70
-100.00%
0
low
Q1 2026
as of
NewOklo Inc.
Common stock
$2.6K+52
52
<0.01% of portfolio
low
Q1 2026
as of
NewRKLB
Rocket Lab Corp
Common Stock
$2.6K+40
40
<0.01% of portfolio
low
Q1 2026
as of
NewNatera, Inc.
Common stock
$2.4K+12
12
<0.01% of portfolio
low
Q1 2026
as of
ExitEmbecta Corp.
Common stock
$-2.4K-200
-100.00%
0
low
Q1 2026
as of
NewCloudflare, Inc.
Common stock
$2.3K+11
11
<0.01% of portfolio
low
Q1 2026
as of
NewPayPal Holdings, Inc.
Common stock
$2.1K+47
47
<0.01% of portfolio
low
Q1 2026
as of
Add922908595
Common stock
$2.1K+7
+5.83%
127
<0.01% of portfolio
low
Q1 2026
as of
New389637109
Common stock
$2.1K+40
40
<0.01% of portfolio
low
Q1 2026
as of
TrimPfizer Inc
Common stock
$-2.0K-70
-0.84%
8,275
0.01% of portfolio
low
Q1 2026
as of
Trim46137V613
Common stock
$-1.9K-41
-1.37%
2,959
<0.01% of portfolio
low
Q1 2026
as of
Exit674599162
Common stock
$-1.9K-100
-100.00%
0
low
Q1 2026
as of
TrimDuPont de Nemours, Inc.
Common stock
$-1.7K-37
-0.44%
8,449
0.02% of portfolio
low
Q1 2026
as of
Trim808524300
Common stock
$-1.6K-56
-1.47%
3,762
<0.01% of portfolio
low
Q1 2026
as of
ExitN5505D105
Common stock
$-1.6K-100
-100.00%
0
low
Q1 2026
as of
TrimKimberly Clark Corp
Common stock
$-1.5K-15
-100.00%
0
<0.01% of portfolio
low
Q1 2026
as of
NewAEVA
Aeva Technologies, Inc.
Common Stock
$1.4K+103
103
<0.01% of portfolio
low
Q1 2026
as of
NewRigetti Computing, Inc.
Common stock
$1.3K+96
96
<0.01% of portfolio
low
Q1 2026
as of
TrimAltria Group, Inc.
Common stock
$-1.3K-20
-0.84%
2,359
<0.01% of portfolio
low
Q1 2026
as of
ExitPDI
PIMCO Dynamic Income Fund
Closed-End Fund
$-1.1K-64
-100.00%
0
low
Q1 2026
as of
AddGE HealthCare Technologies Inc.
Common stock
$1.1K+16
+5.61%
301
<0.01% of portfolio
low
Q1 2026
as of
AddProgressive CORP/OH
Common stock
$991+5
+1.67%
305
<0.01% of portfolio
low
Q1 2026
as of
New00214Q708
Common stock
$951+25
25
<0.01% of portfolio
low
Q1 2026
as of
NewCredo Technology Group Holding Ltd
Common stock
$939+10
10
<0.01% of portfolio
low
Q1 2026
as of
ExitFortrea Holdings Inc.
Common stock
$-915-53
-100.00%
0
low
Q1 2026
as of
NewMVST
Microvast Holdings, Inc.
Common Stock
$846+564
564
<0.01% of portfolio
low
Q1 2026
as of
Exit46131H107
Common stock
$-785-240
-100.00%
0
low
Q1 2026
as of
NewAdaptive Biotechnologies Corp
Common stock
$764+55
55
<0.01% of portfolio
low
Q1 2026
as of
NewSEZL
Sezzle Inc
Common Stock
$760+12
12
<0.01% of portfolio
low
Q1 2026
as of
ExitBLACKROCK Ltd DURATION INCOME TRUST
Common stock
$-756-55
-100.00%
0
low
Q1 2026
as of
AddWestinghouse Air Brake Technologies Corp
Common stock
$751+3
+11.11%
30
<0.01% of portfolio
low
Q1 2026
as of
TrimDominion Energy, Inc
Common stock
$-742-12
-6.00%
188
<0.01% of portfolio
low
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