D.A. Davidson & Co. Incresed Positions in Q4 2024

D.A. Davidson & Co.

  • $12.1 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EDOW
First Tr Exchange Traded Fd

ETFs
1.97K
+ 8.47%
$35.29 - $38.02 $69.3K - $74.7K
25.2K $914K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.39K
+ 1.15%
$54.54 - $61.04 $75.6K - $84.6K
122K $6.81M
HYD
Vaneck High Yield Muni ETF

ETFs
1.72K
+ 16.6%
$51.09 - $53.06 $88K - $91.4K
12.1K $628K
GWRE
Guidewire Software, Inc.

Technology
568
+ 46.9%
$168.58 - $207.12 $95.8K - $118K
1.78K $299K
SOR
Source Capital Inc

Financial Services
5.34K
+ 3.52%
$42.29 - $45.82 $226K - $245K
157K $6.83M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
1.45K
+ 6.07%
$22.75 - $25.31 $33K - $36.7K
25.3K $624K
WTS
Watts Water Technologies Inc

Industrials
402
+ 18.42%
$190.59 - $221.46 $76.6K - $89K
2.58K $525K
SHEL
Shell PLC

Energy
9.9K
+ 5.84%
$60.63 - $70.23 $600K - $695K
179K $11.3M
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.26K
+ 4.96%
$34.25 - $37.94 $77.3K - $85.6K
47.7K $1.73M
XLC
Select Sector Spdr Tr Communic

ETFs
118
+ 1.3%
$89.66 - $102.16 $10.6K - $12.1K
9.22K $892K
BSX
Boston Scientific Corp

Healthcare
87
+ 0.79%
$83.62 - $91.5 $7.27K - $7.96K
11K $985K
SYK
Stryker Corp

Healthcare
451
+ 0.55%
$345.14 - $392.15 $156K - $177K
82.6K $29.7M
LSTR
Landstar System Inc

Industrials
650
+ 23.67%
$171.86 - $192.81 $112K - $125K
3.4K $583K
PFC
Premier Financial Corp

Financial Services
374
+ 1.41%
$22.57 - $28.85 $8.44K - $10.8K
26.9K $689K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.16K
+ 26.62%
$74.68 - $81.45 $86.5K - $94.3K
5.51K $411K
DFAS
Dimensional ETF Tr U S Small C

ETFs
685
+ 1.2%
$63.58 - $71.15 $43.6K - $48.7K
57.8K $3.76M
VKTX
Viking Therapeutics, Inc.

Healthcare
3.64K
+ 94.59%
$38.28 - $78.03 $139K - $284K
7.48K $300K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
185
+ 9.3%
$110.69 - $154.48 $20.5K - $28.6K
2.17K $276K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
2.75K
+ 6.95%
$24.19 - $24.63 $66.5K - $67.7K
42.3K $1.02M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
134
+ 1.42%
$89.97 - $98.59 $12.1K - $13.2K
9.59K $910K
GENI
Genius Sports LTD

Communication Services
1.4K
+ 2.67%
$6.74 - $10.04 $9.41K - $14K
53.6K $463K
MET
Metlife Inc

Financial Services
814
+ 3.65%
$78.15 - $88.25 $63.6K - $71.8K
23.1K $1.89M
SNPS
Synopsys Inc

Technology
286
+ 6.95%
$485.36 - $588.0 $139K - $168K
4.4K $2.14M
BLFS
Biolife Solutions Inc

Healthcare
519
+ 1.28%
$20.47 - $27.47 $10.6K - $14.3K
41.2K $1.07M
VCV
Invesco California Value Municipal Income Trust

Financial Services
4.35K
+ 11.41%
$10.06 - $10.97 $43.8K - $47.7K
42.5K $464K
XYL
Xylem Inc.

Industrials
1.3K
+ 24.1%
$116.02 - $137.45 $150K - $178K
6.68K $774K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.12K
+ 12.0%
$49.79 - $51.14 $55.6K - $57.1K
10.4K $522K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
766
+ 5.45%
$134.53 - $150.65 $103K - $115K
14.8K $2.01M
GOLD
Barrick Gold Corp

Basic Materials
24.1K
+ 32.24%
$15.23 - $21.19 $368K - $512K
99K $1.54M
WRB
Berkley W R Corp

Financial Services
13
+ 0.05%
$56.48 - $64.94 $734 - $844
24K $1.41M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
57
+ 0.77%
$201.32 - $217.44 $11.5K - $12.4K
7.5K $1.55M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
2.5K
+ 16.66%
$14.38 - $15.35 $36K - $38.4K
17.5K $261K
IYK
Ishares U.S. Consumer Staples

ETFs
1.53K
+ 12.79%
$65.32 - $70.92 $99.7K - $108K
13.5K $882K
FICO
Fair Isaac Corp

Technology
6
+ 0.98%
$1911.01 - $2382.4 $11.5K - $14.3K
621 $1.24M
PEBO
Peoples Bancorp Inc

Financial Services
48
+ 0.2%
$28.88 - $36.02 $1.39K - $1.73K
24K $760K
WAT
Waters Corp

Healthcare
5
+ 0.15%
$323.11 - $392.01 $1.62K - $1.96K
3.31K $1.23M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.87K
+ 8.9%
$131.66 - $144.0 $246K - $269K
22.9K $3.02M
BK
Bank Of New York Mellon Corp

Financial Services
22
+ 0.3%
$70.82 - $81.87 $1.56K - $1.8K
7.32K $562K
LBRDK
Liberty Broadband Corp

Communication Services
830
+ 8.67%
$74.72 - $101.4 $62K - $84.2K
10.4K $777K
DVYE
Ishares Emerging Markets Divid

ETFs
2.35K
+ 26.67%
$25.42 - $29.74 $59.6K - $69.8K
11.1K $287K
PAA
Plains All American Pipeline LP

Energy
2.38K
+ 10.42%
$16.27 - $18.67 $38.8K - $44.5K
25.3K $431K
BTO
John Hancock Financial Opportunities Fund

Financial Services
162
+ 1.46%
$31.82 - $39.45 $5.15K - $6.39K
11.3K $402K
AJG
Arthur J. Gallagher & Co.

Financial Services
95
+ 3.34%
$278.49 - $315.16 $26.5K - $29.9K
2.94K $834K
KLIC
Kulicke & Soffa Industries Inc

Technology
400
+ 3.79%
$42.42 - $50.54 $17K - $20.2K
11K $510K
CLW
Clearwater Paper Corp

Basic Materials
800
+ 10.13%
$24.53 - $32.66 $19.6K - $26.1K
8.7K $258K
FTGC
First Trust Global Tactical CO

ETFs
720
+ 1.15%
$23.23 - $24.25 $16.7K - $17.5K
63.4K $1.52M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
2K
+ 5.6%
$26.55 - $27.32 $53K - $54.6K
37.7K $1.01M
AA
Alcoa Corp

Basic Materials
1.07K
+ 8.15%
$36.62 - $47.42 $39.1K - $50.7K
14.2K $535K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
1.12K
+ 5.99%
$19.86 - $21.15 $22.3K - $23.8K
19.9K $411K
Activity Summary
Buys All Purchases 769 New Holdings 110 Increased Positions 659 Sells All Sells 555 Reductions 555 Sold out 0 Options Calls 9 Puts 2
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