Dorsey & Whitney Trust CO LLC Purchases in Q4 2024

Dorsey & Whitney Trust CO LLC

  • $1.77 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
17.8K
+ 8.35%
$221.69 - $259.02 $3.94M - $4.6M
230K $57.7M
NVDA
Nvidia Corp

Technology
8.19K
+ 1.64%
$117.0 - $148.88 $958K - $1.22M
509K $68.3M
AMZN
Amazon Com Inc

Consumer Cyclical
5.85K
+ 3.89%
$180.88 - $232.93 $1.06M - $1.36M
156K $34.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
27.3K
+ 122.7%
$174.22 - $187.62 $4.76M - $5.13M
49.6K $8.69M
IEMG
Ishares Inc

ETFs
80.1K
+ 87.28%
N/A
172K $9.22M
VEA
Vanguard Ftse Developed Market

ETFs
96.7K
+ 108.44%
$47.57 - $52.44 $4.6M - $5.07M
186K $8.89M
JPM
Jpmorgan Chase & CO

Financial Services
937
+ 0.74%
$205.18 - $250.29 $192K - $235K
128K $30.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
21K
+ 72.6%
$176.42 - $186.91 $3.71M - $3.93M
49.9K $8.89M
TSLA
Tesla, Inc.

Consumer Cyclical
2.43K
+ 13.21%
$213.65 - $479.86 $519K - $1.16M
20.8K $8.4M
V
Visa Inc.

Financial Services
2.65K
+ 4.29%
$273.87 - $320.91 $726K - $851K
64.4K $20.4M
GOOGL
Alphabet Inc.

Communication Services
2.91K
+ 2.62%
$161.86 - $196.66 $471K - $572K
114K $21.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
35.1K
+ 200.21%
$87.25 - $95.52 $3.06M - $3.35M
52.6K $4.65M
FRSH
Freshworks Inc.

Technology
60
+ 0.01%
$10.88 - $17.02 $653 - $1.02K
590K $9.53M
IWM
Ishares Russell 2000 ETF

ETFs
11.5K
+ 58.76%
$216.13 - $242.4 $2.48M - $2.78M
31K $6.85M
IQLT
Ishares Msci Intl Quality Fact

ETFs
65.9K
+ 518.22%
$37.12 - $41.23 $2.44M - $2.71M
78.6K $2.92M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
47K
New
$48.33 - $49.08 $2.27M - $2.31M
47K $2.28M
IVV
Ishares Core S&P 500 ETF

ETFs
2.61K
+ 4.21%
$570.51 - $610.59 $1.49M - $1.6M
64.6K $38M
MSFT
Microsoft Corp

Technology
8.82K
+ 5.25%
$406.35 - $454.46 $3.59M - $4.01M
177K $74.5M
NFRA
Flexshares Stoxx Global Broad

ETFs
32.9K
New
$54.11 - $59.58 $1.78M - $1.96M
32.9K $1.79M
NMFC
New Mountain Finance Corp

Financial Services
135K
New
$10.68 - $11.94 $1.45M - $1.62M
135K $1.53M
IWF
Ishares Russell 1000 Gr ETF

ETFs
447
+ 0.9%
$370.24 - $418.94 $165K - $187K
50.1K $20.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
31.3K
+ 26.29%
$49.79 - $51.14 $1.56M - $1.6M
150K $7.53M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.03K
New
$198.04 - $221.51 $1.19M - $1.34M
6.03K $1.27M
KHC
Kraft Heinz CO

Consumer Defensive
42.6K
+ 422.48%
$30.1 - $36.02 $1.28M - $1.53M
52.6K $1.62M
NEE
Nextera Energy Inc

Utilities
22.5K
+ 70.7%
$69.77 - $85.43 $1.57M - $1.92M
54.3K $3.9M
DIS
Walt Disney CO

Communication Services
907
+ 1.29%
$92.39 - $117.6 $83.8K - $107K
71.2K $7.93M
VTI
Vanguard Total Stock Market Et

ETFs
2.71K
+ 4.8%
$280.04 - $302.45 $759K - $820K
59.2K $17.2M
XLY
Select Sector Spdr Consumer Di

ETFs
4.02K
+ 43.46%
$194.8 - $239.43 $783K - $963K
13.3K $2.98M
AMSC
American Superconductor Corp

Industrials
45.3K
New
$21.33 - $36.81 $966K - $1.67M
45.3K $1.12M
LLY
Eli Lilly & CO

Healthcare
7.56K
+ 17.99%
$727.2 - $932.06 $5.5M - $7.05M
49.6K $38.3M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
20.5K
New
$50.02 - $51.24 $1.03M - $1.05M
20.5K $1.03M
XLF
Financial Sector Spdr

ETFs
12.6K
+ 9.72%
$44.89 - $51.34 $564K - $645K
142K $6.85M
NFLX
Netflix Inc

Communication Services
265
+ 6.61%
$687.65 - $936.56 $182K - $248K
4.27K $3.81M
VNQ
Vanguard Specialized Funds Van

ETFs
11.8K
+ 113.76%
$87.85 - $98.6 $1.04M - $1.16M
22.2K $1.97M
MRVL
Marvell Technology, Inc.

Technology
720
+ 3.44%
$70.31 - $124.78 $50.6K - $89.8K
21.6K $2.39M
MU
Micron Technology Inc

Technology
12.7K
+ 124.68%
$84.16 - $113.41 $1.07M - $1.44M
22.9K $1.93M
WK
Workiva Inc

Technology
383
+ 1.43%
$76.11 - $114.78 $29.2K - $44K
27.2K $2.98M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.33K
+ 13.11%
$113.92 - $127.38 $948K - $1.06M
71.8K $8.28M
META
Meta Platforms, Inc.

Communication Services
920
+ 5.33%
$554.08 - $632.68 $510K - $582K
18.2K $10.7M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.39K
New
$96.64 - $101.23 $810K - $849K
8.39K $812K
COST
Costco Wholesale Corp

Consumer Defensive
503
+ 5.36%
$873.59 - $994.69 $439K - $500K
9.88K $9.06M
MMM
3 M CO

Industrials
6.37K
+ 44.49%
$124.74 - $137.12 $794K - $873K
20.7K $2.67M
WEC
Wec Energy Group, Inc.

Utilities
7.19K
+ 249.29%
$92.94 - $101.82 $668K - $732K
10.1K $946K
WMT
Walmart Inc.

Consumer Defensive
1.68K
+ 3.37%
$79.1 - $95.7 $133K - $161K
51.5K $4.65M
NOW
Service Now, Inc.

Technology
231
+ 11.43%
$867.18 - $1148.42 $200K - $265K
2.25K $2.39M
PLTR
Palantir Technologies Inc.

Technology
7.41K
New
$36.46 - $82.38 $270K - $611K
7.41K $560K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.16K
+ 1.36%
$55.73 - $66.16 $120K - $143K
160K $9.66M
XLP
Consumer Staples Sector Spdr

ETFs
7.21K
+ 42.61%
N/A
24.1K $1.83M
CSCO
Cisco Systems, Inc.

Technology
2.38K
+ 3.69%
$52.45 - $60.02 $125K - $143K
66.9K $3.96M
Activity Summary
Buys All Purchases 370 New Holdings 50 Increased Positions 320 Sells All Sells 223 Reductions 223 Sold out 0 Options Calls 0 Puts 0
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