Dakota Wealth Management Purchases and Sells in Q2 2025

Dakota Wealth Management

$4.67 Billion
Q2 2025

Top Buys

Incresed Positions

276 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	25.3K + 11.51%	$354.56 - $497.45 $8.98M - $12.6M	245K $122M
NVDA	50.8K + 13.73%	$94.31 - $157.99 $4.79M - $8.02M	421K $66.5M
SPOT	25.7K + 383.53%	$503.3 - $775.9 $12.9M - $19.9M	32.4K $24.9M
CAT	39.8K + 111.08%	$273.94 - $388.21 $10.9M - $15.5M	75.7K $29.4M
SPDW	301K + 37.34%	$32.66 - $40.75 $9.83M - $12.3M	1.11M $44.8M
QQQ	17.5K + 25.68%	$416.06 - $551.64 $7.28M - $9.65M	85.6K $47.2M

New Holdings

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EZU	179K New	$47.63 - $60.01 $8.55M - $10.8M	179K $10.7M
WRB	76.3K New	$64.28 - $75.17 $4.91M - $5.74M	76.3K $5.61M
ERJ	94.7K New	$40.42 - $56.91 $3.83M - $5.39M	94.7K $5.39M
DPZ	11.1K New	$430.72 - $497.52 $4.79M - $5.53M	11.1K $5.01M
EVRG	36.7K New	$64.06 - $69.64 $2.35M - $2.56M	36.7K $2.53M
AMCR	198K New	$8.57 - $9.81 $1.7M - $1.94M	198K $1.82M

Top Sells

Reduced Positions

332 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	-571K - 30.93%	$91.43 - $91.74 $52.2M - $52.4M	1.28M $117M
AAPL	-86K - 12.87%	$172.42 - $223.89 $14.8M - $19.2M	582K $119M
BMY	-219K - 78.5%	$44.12 - $59.6 $9.65M - $13M	59.9K $2.77M
PGR	-40.2K - 31.45%	$255.27 - $288.74 $10.2M - $11.6M	87.5K $23.4M
OEF	-46K - 76.41%	N/A	14.2K $3.78M
VTV	-65.1K - 39.25%	$153.67 - $176.74 $10M - $11.5M	101K $17.8M

Activity Summary All Purchases 352 New Holdings 76 Increased Positions 276 All Sells 332 Reductions 332 Sold out 0 Calls 0 Puts 0

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