Dakota Wealth Management Purchases in Q4 2024

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Waystar Hldg Corp
7.2K
New
N/A
7.2K $0
Kenvue Inc
2.95K
+ 25.61%
N/A
14.5K $0
Lam Research Corp
15.2K
New
N/A
15.2K $0
Jacobs Solutions Inc
125
+ 5.44%
N/A
2.42K $0
Tss Inc Del
83.3K
New
N/A
83.3K $0
Launch One Acquisition Corp
2.85K
+ 13.77%
N/A
23.6K $0
Te Connectivity PLC
748
+ 5.5%
N/A
14.3K $0
Legato Merger Corp Iii
1K
+ 4.32%
N/A
24.2K $0
Tempus Ai Inc
39.7K
+ 189.67%
N/A
60.7K $0
Black Spade Acquisition Ii C
50K
New
N/A
50K $0
Astera Labs Inc
1.05K
+ 2.49%
N/A
43.1K $0
PNOV
Innovator U.S. Equity Power Bu
13.4K
New
N/A
13.4K $0
Vanguard Wellington Fd
7.1K
New
N/A
7.1K $0
BDC
Belden Inc.

Technology
56
+ 2.67%
$112.15 - $131.43 $6.28K - $7.36K
2.16K $242K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
960
+ 9.79%
$70.63 - $78.23 $67.8K - $75.1K
10.8K $764K
SYY
Sysco Corp

Consumer Defensive
459
+ 1.91%
$73.63 - $81.77 $33.8K - $37.5K
24.5K $1.87M
PM
Philip Morris International Inc.

Consumer Defensive
172
+ 0.74%
$118.38 - $133.06 $20.4K - $22.9K
23.5K $2.82M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
50
+ 0.54%
$23.75 - $25.68 $1.19K - $1.28K
9.34K $224K
SPSC
Sps Commerce Inc

Technology
29
+ 2.72%
$165.0 - $198.81 $4.79K - $5.77K
1.1K $201K
HES
Hess Corp

Energy
10
+ 0.39%
$127.66 - $148.65 $1.28K - $1.49K
2.57K $341K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6
+ 0.04%
$126.68 - $134.74 $760 - $808
13.4K $1.71M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
850
+ 1.39%
$5.34 - $5.65 $4.54K - $4.8K
62.2K $337K
KTF
Dws Municipal Income Trust

Financial Services
1K
+ 2.79%
$9.43 - $10.2 $9.43K - $10.2K
36.9K $348K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
122
+ 1.28%
$101.77 - $113.02 $12.4K - $13.8K
9.62K $1.02M
CAF
Morgan Stanley China A Share Fund, Inc.

Financial Services
840
+ 4.25%
$12.28 - $16.03 $10.3K - $13.5K
20.6K $256K
TT
Trane Technologies PLC

Industrials
12
+ 1.31%
$369.35 - $419.14 $4.43K - $5.03K
928 $342K
ENSG
Ensign Group, Inc

Healthcare
62
+ 3.02%
$132.78 - $156.91 $8.23K - $9.73K
2.12K $281K
NMIH
Nmi Holdings, Inc.

Financial Services
899
+ 8.47%
$36.32 - $41.53 $32.7K - $37.3K
11.5K $423K
VMO
Invesco Municipal Opportunity Trust

Financial Services
945
+ 2.1%
$9.47 - $10.33 $8.95K - $9.76K
45.9K $446K
SNPS
Synopsys Inc

Technology
4
+ 0.45%
$485.36 - $588.0 $1.94K - $2.35K
894 $433K
AFB
Alliancebernstein National Municipal Income Fund

Financial Services
1.8K
+ 4.36%
$10.81 - $11.94 $19.5K - $21.5K
43.1K $468K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
20K
+ 9.79%
$34.13 - $37.35 $683K - $747K
224K $7.66M
SONY
Sony Group Corp

Technology
8.59K
+ 320.93%
$17.53 - $96.8 $150K - $831K
11.3K $238K
TER
Teradyne, Inc

Technology
160
+ 3.08%
$102.58 - $133.62 $16.4K - $21.4K
5.36K $674K
FLNG
Flex Lng Ltd.

Energy
1.61K
+ 7.06%
$21.13 - $26.93 $34K - $43.4K
24.4K $560K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
53.8K
+ 197.07%
$27.54 - $83.04 $1.48M - $4.47M
81.2K $2.25M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
9.84K
+ 3.2%
$10.26 - $10.82 $101K - $106K
317K $3.28M
LDOS
Leidos Holdings, Inc.

Technology
26
+ 1.77%
$143.17 - $201.39 $3.72K - $5.24K
1.49K $214K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.2K
+ 179.61%
$22.01 - $66.82 $312K - $946K
22.1K $500K
LNTH
Lantheus Holdings, Inc.

Healthcare
409
+ 13.37%
$76.22 - $116.71 $31.2K - $47.7K
3.47K $310K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
2.02K
+ 2.69%
$8.17 - $8.66 $16.5K - $17.5K
77.2K $630K
SLV
I Shares Silver Trust

ETFs
480
+ 2.29%
$26.33 - $31.74 $12.6K - $15.2K
21.5K $565K
GE
General Electric CO

Industrials
838
+ 10.36%
$159.95 - $194.23 $134K - $163K
8.92K $1.49M
DEA
Easterly Government Properties, Inc.

Real Estate
8.69K
+ 13.97%
$10.93 - $14.48 $95K - $126K
70.9K $805K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
7.2K
+ 5.71%
$11.6 - $12.83 $83.5K - $92.4K
133K $1.55M
CC
Chemours CO

Basic Materials
14
+ 0.1%
$16.82 - $21.94 $235 - $307
13.8K $232K
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.85K
+ 87.73%
$24.19 - $50.58 $214K - $448K
18.9K $459K
ICE
Intercontinental Exchange, Inc.

Financial Services
41
+ 0.82%
$148.29 - $166.93 $6.08K - $6.84K
5.02K $747K
D
Dominion Energy, Inc

Utilities
2.78K
+ 5.2%
$52.63 - $60.92 $147K - $170K
56.3K $3.03M
Activity Summary
Buys All Purchases 331 New Holdings 77 Increased Positions 254 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 3
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