Dakota Wealth Management Purchases in Q4 2024

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
10.2K
+ 17.69%
$83.62 - $91.5 $855K - $935K
68K $6.08M
KD
Kyndryl Holdings, Inc.

Technology
35.3K
New
$22.43 - $35.79 $791K - $1.26M
35.3K $1.22M
PANW
Palo Alto Networks Inc

Technology
21.2K
+ 127.25%
$181.96 - $405.9 $3.87M - $8.62M
37.9K $6.9M
QTWO
Q2 Holdings, Inc.

Technology
10.5K
+ 189.77%
$77.81 - $110.85 $817K - $1.16M
16K $1.61M
EFG
Msci Eafe Growth ETF

ETFs
12K
New
$96.83 - $106.88 $1.16M - $1.28M
12K $1.16M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
71.3K
New
$12.95 - $17.41 $924K - $1.24M
71.3K $1.05M
PDCO
Patterson Companies, Inc.

Healthcare
33.4K
New
$19.57 - $31.4 $654K - $1.05M
33.4K $1.03M
FCN
Fti Consulting, Inc

Industrials
5.55K
+ 570.2%
$190.39 - $231.2 $1.06M - $1.28M
6.52K $1.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.56K
+ 9.48%
$521.84 - $558.82 $813K - $871K
18K $9.69M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
34.9K
+ 7.66%
$51.09 - $55.27 $1.78M - $1.93M
490K $25M
SUB
Ishares Short Term National Mu

ETFs
9.38K
+ 9.77%
$104.94 - $106.2 $984K - $996K
105K $11.1M
TSEM
Tower Semiconductor LTD

Technology
17.9K
New
$41.03 - $52.93 $733K - $946K
17.9K $920K
CARG
Car Gurus, Inc.

Communication Services
24.7K
New
$29.05 - $38.78 $717K - $957K
24.7K $901K
WRBY
Warby Parker Inc.

Healthcare
37K
New
$15.04 - $25.72 $556K - $951K
37K $894K
VIG
Vanguard Dividend Appreciation

ETFs
4.83K
+ 7.36%
N/A
70.4K $12.8M
SE
Sea LTD

Consumer Cyclical
7.07K
+ 78.2%
$93.56 - $117.41 $662K - $830K
16.1K $1.71M
ZM
Zoom Video Communications, Inc.

Technology
10.4K
New
$67.21 - $89.03 $700K - $927K
10.4K $849K
SRE
Sempra Energy

Utilities
7.28K
+ 14.55%
$80.81 - $94.77 $588K - $690K
57.3K $5.03M
NLOK
Norton Life Lock Inc.

Technology
37.5K
+ 110.62%
N/A
71.4K $1.53M
SAP
Sap Se

Technology
3.23K
New
$218.13 - $255.54 $704K - $825K
3.23K $795K
CAG
Conagra Brands Inc.

Consumer Defensive
29.7K
+ 354.76%
$26.48 - $32.72 $786K - $971K
38K $1.06M
GOGL
Golden Ocean Group LTD

Industrials
85.9K
New
$8.62 - $13.16 $741K - $1.13M
85.9K $769K
VGT
Vanguard Information Technolog

ETFs
889
+ 16.39%
$571.78 - $647.97 $508K - $576K
6.31K $3.93M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
5.07K
+ 12.42%
$121.89 - $135.52 $618K - $687K
45.9K $5.74M
HON
Honeywell International Inc

Industrials
215
+ 0.66%
$202.84 - $236.0 $43.6K - $50.7K
32.7K $7.38M
SYK
Stryker Corp

Healthcare
1.91K
+ 7.61%
$345.14 - $392.15 $660K - $750K
27.1K $9.74M
MRVL
Marvell Technology, Inc.

Technology
1.45K
+ 11.5%
$70.31 - $124.78 $102K - $181K
14.1K $1.56M
DOCU
Docusign, Inc.

Technology
307
+ 1.39%
$61.42 - $106.99 $18.9K - $32.8K
22.4K $2.01M
VKQ
Invesco Municipal Trust

Financial Services
64.9K
+ 54.68%
$9.54 - $10.29 $619K - $668K
184K $1.8M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.87K
+ 31.04%
$278.19 - $315.36 $520K - $590K
7.9K $2.27M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.54K
+ 9.9%
$124.26 - $134.12 $440K - $475K
39.3K $5.05M
ORCL
Oracle Corp

Technology
6.2K
+ 4.86%
$165.41 - $192.43 $1.03M - $1.19M
134K $22.3M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
12.4K
+ 22.5%
$47.26 - $48.18 $586K - $597K
67.5K $3.2M
GDDY
Go Daddy Inc.

Technology
2.74K
New
$153.16 - $209.03 $420K - $574K
2.74K $541K
PRIM
Primoris Services Corp

Industrials
7.05K
New
$57.06 - $84.91 $402K - $599K
7.05K $538K
ALKT
Alkami Technology, Inc.

Technology
14.1K
New
$31.06 - $42.22 $438K - $596K
14.1K $517K
CACI
Caci International Inc

Technology
1.2K
+ 42.46%
N/A
4.01K $1.72M
COIN
Coinbase Global, Inc.

Technology
2.05K
New
$163.17 - $343.62 $334K - $704K
2.05K $509K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
56.4K
+ 43.46%
$10.55 - $11.6 $595K - $654K
186K $1.98M
ACN
Accenture PLC

Technology
1.5K
+ 4.09%
$343.9 - $376.86 $514K - $563K
38.1K $13.4M
MA
Mastercard Inc

Financial Services
83
+ 0.65%
$491.3 - $536.15 $40.8K - $44.5K
12.8K $6.73M
CBOE
Cboe Global Markets, Inc.

Financial Services
3.31K
+ 14.71%
$191.61 - $217.84 $634K - $720K
25.8K $5.04M
DDOG
Datadog, Inc.

Technology
3.05K
New
$113.98 - $168.65 $347K - $514K
3.05K $435K
POCT
Innovator U.S. Equity Power Bu

ETFs
10.8K
+ 189.26%
$38.63 - $40.03 $417K - $432K
16.5K $652K
DVN
Devon Energy Corp

Energy
13.9K
+ 260.79%
$30.52 - $42.96 $424K - $597K
19.2K $629K
SPOT
Spotify Technology S.A.

Communication Services
602
+ 35.64%
$362.95 - $502.38 $218K - $302K
2.29K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
193
+ 0.38%
$280.04 - $302.45 $54K - $58.4K
51.2K $14.8M
GILD
Gilead Sciences, Inc.

Healthcare
108
+ 0.24%
$83.95 - $97.9 $9.07K - $10.6K
45K $4.16M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
16.9K
New
$22.71 - $23.47 $384K - $397K
16.9K $385K
Activity Summary
Buys All Purchases 331 New Holdings 77 Increased Positions 254 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 3
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