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Ladenburg Thalmann Financial Services’s BOK Financial BOKF Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$86K Sell
991
-18
-2% -$1.47K ﹤0.01% 3135
2019
Q3 		$79K Buy
1,009
+41
+4% +$3.21K ﹤0.01% 3108
2019
Q2 		$74K Sell
968
-110
-10% -$8.92K ﹤0.01% 3184
2019
Q1 		$89K Sell
1,078
-386
-26% -$32.4K ﹤0.01% 2965
2018
Q4 		$111K Buy
1,464
+91
+7% +$7.71K ﹤0.01% 2679
2018
Q3 		$134K Buy
1,373
+71
+5% +$7.09K ﹤0.01% 2606
2018
Q2 		$127K Hold
1,302
– – ﹤0.01% 2595
2018
Q1 		$127K Sell
1,302
-16
-1% -$1.54K ﹤0.01% 2595
2017
Q4 		$121K Sell
1,318
-243
-16% -$21.4K ﹤0.01% 2582
2017
Q3 		$139K Buy
1,561
+6
+0.4% +$500 ﹤0.01% 2379
2017
Q2 		$131K Buy
1,555
+315
+25% +$25.7K ﹤0.01% 2340
2017
Q1 		$97K Sell
1,240
-109
-8% -$8.89K ﹤0.01% 2417
2016
Q4 		$97K Buy
1,349
+2
+0.1% +$154 ﹤0.01% 2348
2016
Q3 		$93K Buy
1,347
+739
+122% +$49K ﹤0.01% 2305
2016
Q2 		$38K Buy
608
+387
+175% +$23K ﹤0.01% 2888
2016
Q1 		$12K Sell
221
-1,551
-88% -$81K ﹤0.01% 3576
2015
Q4 		$106K Buy
1,772
+1,310
+284% +$85.8K ﹤0.01% 2013
2015
Q3 		$30K Buy
462
+410
+788% +$26.7K ﹤0.01% 2813
2015
Q2 		$4K Buy
52
+5
+11% +$328 ﹤0.01% 4118
2015
Q1 		$3K Sell
47
-82
-64% -$4.79K ﹤0.01% 4148
2014
Q4 		$8K Buy
129
+37
+40% +$2.39K ﹤0.01% 3504
2014
Q3 		$6K Sell
92
-5
-5% -$334 ﹤0.01% 3311
2014
Q2 		$6K Buy
97
+89
+1,113% +$5.82K ﹤0.01% 3297
2014
Q1 		$1K Hold
8
– – ﹤0.01% 3612
2013
Q4 		$1K Hold
8
– – ﹤0.01% 3607
2013
Q3 		$0 Sell
8
-16
-67% -$1.05K ﹤0.01% 3704
2013
Q2 		$2K Buy
+24
New +$1.52K ﹤0.01% 3299

Other funds holding BOKF

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BOKF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its BOK Financial (BOKF) stake by 1.8% in Q4 2019, selling an estimated $1.47K and leaving 991 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

Ladenburg Thalmann Financial Services first reported a position in BOKF in Q2 2013 and has held it in 27 quarters since. The position peaked at $139K in Q3 2017. 190 funds tracked by Wall St. Rank hold BOKF as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 991 shares of BOK Financial worth $86K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 18 BOK Financial shares in Q4 2019, an estimated $1.47K.
  • BOK Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3135 holding.
  • Ladenburg Thalmann Financial Services first reported a position in BOK Financial in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's BOK Financial position peaked at $139K in Q3 2017.
  • 190 funds tracked by Wall St. Rank held BOK Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.