Dakota Wealth Management New Holdings in Q3 2024

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BLDR
Builders First Source, Inc.

Industrials
10K
New
$132.6 - $201.83 $1.33M - $2.03M
10K $1.95M
ASPN
Aspen Aerogels Inc

Industrials
35.6K
New
$18.5 - $31.72 $659K - $1.13M
35.6K $986K
EA
Electronic Arts Inc.

Communication Services
6.57K
New
$137.32 - $151.82 $902K - $997K
6.57K $941K
KNTK
Kinetik Holdings Inc.

Energy
19.7K
New
$38.59 - $47.43 $760K - $934K
19.7K $891K
LEA
Lear Corp

Consumer Cyclical
8.12K
New
$103.43 - $123.95 $839K - $1.01M
8.12K $885K
SE
Sea LTD

Consumer Cyclical
9.04K
New
$59.94 - $94.83 $542K - $858K
9.04K $852K
PBF
Pbf Energy Inc.

Energy
22.4K
New
$30.68 - $46.49 $688K - $1.04M
22.4K $693K
ARES
Ares Management Corp

Financial Services
3.86K
New
$133.73 - $158.05 $516K - $610K
3.86K $601K
DFS
Discover Financial Services

Financial Services
2.55K
New
$123.41 - $144.72 $315K - $369K
2.55K $357K
EIX
Edison International

Utilities
3.2K
New
$71.19 - $87.72 $228K - $281K
3.2K $278K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
4.27K
New
$55.51 - $61.51 $237K - $263K
4.27K $260K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
1.83K
New
$129.86 - $184.59 $237K - $337K
1.83K $255K
ARLP
Alliance Resource Partners LP

Energy
10K
New
$22.57 - $25.89 $227K - $260K
10K $251K
HCA
Hca Healthcare, Inc.

Healthcare
617
New
$315.12 - $406.43 $194K - $251K
617 $250K
DHI
Horton D R Inc

Consumer Cyclical
1.29K
New
$135.21 - $197.06 $175K - $255K
1.29K $246K
BDC
Belden Inc.

Technology
2.1K
New
$89.54 - $117.13 $188K - $246K
2.1K $245K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
13.3K
New
$13.65 - $23.25 $181K - $309K
13.3K $244K
LDOS
Leidos Holdings, Inc.

Technology
1.47K
New
$142.66 - $163.02 $209K - $239K
1.47K $238K
CRDO
Credo Technology Group Holding LTD

Technology
7.69K
New
$24.26 - $36.45 $187K - $280K
7.69K $236K
TSCO
Tractor Supply CO

Consumer Cyclical
812
New
$251.95 - $290.93 $205K - $236K
812 $236K
JCI
Johnson Controls International PLC

Industrials
2.84K
New
$65.52 - $77.61 $186K - $220K
2.84K $220K
ADUS
Addus Home Care Corp

Healthcare
1.63K
New
$116.16 - $133.58 $189K - $218K
1.63K $216K
PSA
Public Storage

Real Estate
596
New
$283.13 - $365.01 $169K - $218K
596 $216K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.8K
New
$109.24 - $121.48 $197K - $219K
1.8K $215K
MMS
Maximus, Inc.

Industrials
2.24K
New
$84.08 - $93.17 $188K - $208K
2.24K $208K
HOMB
Home Bancshares Inc

Financial Services
7.67K
New
$23.43 - $28.83 $180K - $221K
7.67K $207K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.63K
New
$112.99 - $126.45 $184K - $206K
1.63K $205K
MAS
Masco Corp

Industrials
2.45K
New
$64.7 - $83.94 $159K - $206K
2.45K $205K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.33K
New
$50.06 - $62.82 $167K - $209K
3.33K $204K
IWN
Ishares Russell2000 Val ETF

ETFs
1.22K
New
$150.05 - $171.34 $183K - $209K
1.22K $203K
APOG
Apogee Enterprises, Inc.

Industrials
2.89K
New
$58.62 - $70.02 $169K - $202K
2.89K $202K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
4.16K
New
$36.99 - $50.09 $154K - $209K
4.16K $202K
VITL
Vital Farms, Inc.

Consumer Defensive
5.72K
New
$29.28 - $45.81 $167K - $262K
5.72K $200K
FNB
Fnb Corp

Financial Services
11.1K
New
$13.41 - $15.55 $149K - $173K
11.1K $156K
TDF
Templeton Dragon Fund Inc

Financial Services
16.8K
New
$7.58 - $9.16 $127K - $154K
16.8K $153K
KGC
Kinross Gold Corp

Basic Materials
11.4K
New
$8.02 - $9.84 $91.2K - $112K
11.4K $106K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
10.3K
New
$4.53 - $5.04 $46.4K - $51.7K
10.3K $51K
MFG
Mizuho Financial Group Inc

Financial Services
10K
New
$3.69 - $4.62 $37K - $46.3K
10K $41K
Tempus Ai Inc
20.9K
New
N/A
20.9K $0
Astera Labs Inc
42.1K
New
N/A
42.1K $0
Chenghe Acquisition Ii CO
48.8K
New
N/A
48.8K $0
Aa Mission Acquisition Corp
112K
New
N/A
112K $0
Agriculture & Nat Sol Acq CO
43.6K
New
N/A
43.6K $0
Dt Cloud Acquisition Corp
35K
New
N/A
35K $0
Onestream Inc
71.2K
New
N/A
71.2K $0
PSEP
Innovator U.S. Equity Power Bu
44.8K
New
N/A
44.8K $0
Melar Acquisition Corp. I
39K
New
N/A
39K $0
Ib Acquisition Corp
68.2K
New
N/A
68.2K $0
Grayscale Bitcoin Mini Tr Bt
14.5K
New
N/A
14.5K $0
Activity Summary
Buys All Purchases 310 New Holdings 59 Increased Positions 251 Sells All Sells 345 Reductions 345 Sold out 0 Options Calls 4 Puts 3
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