Institutional Owners for BOKF
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
TRANSFORM WEALTH LLC COM NEW 251 $211,727 2,472 0.00 0.00 -350 -12.40 12-31-2023
ROYAL BANK OF CANADA COM NEW 252 $205,000 2,433 0.00 0.00 -314 -11.43 03-31-2023
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC COM NEW 253 $219,420 2,385 0.00 0.00 -426 -15.15 03-31-2024
PRINCIPAL FINANCIAL GROUP INC COM NEW 254 $218,040 2,370 0.00 2,370 +Inf 03-31-2024
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