Dakota Wealth Management Sells in Q3 2024

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LHX
L3 Harris Technologies, Inc.

Industrials
-362
- 1.34%
$221.96 - $243.27 $80.3K - $88.1K
26.6K $6.32M
DEO
Diageo PLC

Consumer Defensive
-1.25K
- 3.92%
$120.02 - $140.77 $150K - $176K
30.7K $4.31M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-631
- 0.69%
$57.32 - $62.65 $36.2K - $39.5K
90.4K $5.63M
AXON
Axon Enterprise, Inc.

Industrials
-9
- 0.27%
$286.16 - $399.6 $2.58K - $3.6K
3.35K $1.34M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-78
- 0.64%
$523.84 - $572.02 $40.9K - $44.6K
12.1K $6.91M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-773
- 5.84%
$1015.62 - $1159.62 $785K - $896K
12.5K $14.4M
VZ
Verizon Communications Inc

Communication Services
-5.54K
- 3.0%
$38.89 - $45.0 $215K - $249K
179K $8.04M
AMGN
Amgen Inc

Healthcare
-36
- 0.08%
$309.38 - $337.38 $11.1K - $12.1K
45.6K $14.7M
D
Dominion Energy, Inc

Utilities
-291
- 0.54%
$48.01 - $58.53 $14K - $17K
53.5K $3.09M
O
Realty Income Corp

Real Estate
-3.65K
- 5.44%
$52.36 - $63.42 $191K - $231K
63.4K $4.02M
VO
Vanguard Mid Cap ETF

ETFs
-607
- 2.01%
$237.84 - $263.83 $144K - $160K
29.6K $7.81M
VNQ
Vanguard Specialized Funds Van

ETFs
-1.28K
- 2.8%
$82.97 - $98.97 $106K - $126K
44.3K $4.32M
NKE
Nike, Inc.

Consumer Cyclical
-364
- 0.83%
$71.09 - $89.44 $25.9K - $32.6K
43.3K $3.83M
KMI
Kinder Morgan, Inc.

Energy
-3.76K
- 1.32%
$19.72 - $22.22 $74.2K - $83.6K
281K $6.2M
MKC
Mccormick & CO Inc

Consumer Defensive
-821
- 1.51%
$69.44 - $84.76 $57K - $69.6K
53.5K $4.4M
CB
Chubb LTD

Financial Services
-16
- 0.09%
$252.51 - $292.2 $4.04K - $4.68K
16.9K $4.88M
UL
Unilever PLC

Consumer Defensive
-301
- 0.51%
$54.7 - $65.59 $16.5K - $19.7K
58.4K $3.79M
GLD
Spdr Gold Trust

ETFs
-195
- 0.84%
$215.56 - $246.98 $42K - $48.2K
23K $5.6M
AXP
American Express CO

Financial Services
-263
- 1.45%
$225.92 - $271.17 $59.4K - $71.3K
17.9K $4.84M
VHT
Vanguard Health Care ETF

ETFs
-724
- 1.37%
$261.88 - $288.1 $190K - $209K
52K $14.7M
COST
Costco Wholesale Corp

Consumer Defensive
-1.62K
- 2.81%
$801.83 - $917.05 $1.3M - $1.49M
56K $49.7M
GILD
Gilead Sciences, Inc.

Healthcare
-123
- 0.27%
$66.59 - $83.99 $8.19K - $10.3K
44.9K $3.76M
ABT
Abbott Laboratories

Healthcare
-3.41K
- 3.24%
$100.07 - $118.13 $341K - $403K
102K $11.6M
VXF
Vanguard Extended Market ETF

ETFs
-369
- 0.65%
$163.98 - $182.92 $60.5K - $67.5K
56.7K $10.3M
VPU
Vanguard Utilities ETF

ETFs
-533
- 1.78%
$146.64 - $174.54 $78.2K - $93K
29.4K $5.11M
AEP
American Electric Power CO Inc

Utilities
-1.49K
- 2.45%
$87.11 - $104.95 $130K - $156K
59.3K $6.08M
WMT
Walmart Inc.

Consumer Defensive
-2.85K
- 3.66%
$66.91 - $81.4 $191K - $232K
75K $6.06M
XLI
Industrial Sector Spdr

ETFs
-1.24K
- 1.74%
$120.56 - $135.44 $149K - $168K
69.9K $9.47M
WTW
Willis Towers Watson PLC

Financial Services
-64
- 0.25%
$257.34 - $294.53 $16.5K - $18.8K
25.6K $7.55M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-13.2K
- 4.51%
$77.02 - $85.06 $1.01M - $1.12M
279K $23.5M
CSCO
Cisco Systems, Inc.

Technology
-7.51K
- 3.37%
$44.74 - $53.22 $336K - $400K
215K $11.5M
DE
Deere & CO

Industrials
-1.47K
- 4.29%
$344.84 - $418.0 $506K - $613K
32.7K $13.6M
XLU
Utilities Sector Spdr

ETFs
-2.49K
- 2.37%
$67.67 - $80.78 $169K - $201K
103K $8.29M
TSLA
Tesla, Inc.

Consumer Cyclical
-290
- 1.48%
$191.76 - $263.26 $55.6K - $76.3K
19.3K $5.05M
SO
Southern CO

Utilities
-12.2K
- 6.6%
$77.0 - $90.52 $938K - $1.1M
172K $15.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.8K
- 1.28%
$105.53 - $118.34 $190K - $213K
139K $16.2M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.06K
- 2.87%
$245.82 - $304.51 $261K - $323K
35.9K $10.9M
JNJ
Johnson & Johnson

Healthcare
-2K
- 1.6%
$145.48 - $167.38 $291K - $335K
123K $19.9M
ACN
Accenture PLC

Technology
-406
- 1.1%
$295.44 - $355.81 $120K - $144K
36.6K $12.9M
APP
App Lovin Corp

Technology
-2.34K
- 4.78%
$67.14 - $130.65 $157K - $305K
46.5K $6.07M
CAT
Caterpillar Inc

Industrials
-332
- 0.86%
$316.8 - $391.12 $105K - $130K
38.4K $15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-721
- 0.14%
$58.03 - $65.37 $41.8K - $47.1K
529K $34.2M
IBM
International Business Machines Corp

Technology
-1.92K
- 2.67%
$175.1 - $223.38 $336K - $429K
70K $15.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-845
- 1.12%
$405.19 - $478.57 $342K - $404K
74.5K $34.3M
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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