Dakota Wealth Management Purchases in Q3 2024

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
13.3K
New
$13.65 - $23.25 $181K - $309K
13.3K $244K
LDOS
Leidos Holdings, Inc.

Technology
1.47K
New
$142.66 - $163.02 $209K - $239K
1.47K $238K
TSCO
Tractor Supply CO

Consumer Cyclical
812
New
$251.95 - $290.93 $205K - $236K
812 $236K
CRDO
Credo Technology Group Holding LTD

Technology
7.69K
New
$24.26 - $36.45 $187K - $280K
7.69K $236K
JCI
Johnson Controls International PLC

Industrials
2.84K
New
$65.52 - $77.61 $186K - $220K
2.84K $220K
ADUS
Addus Home Care Corp

Healthcare
1.63K
New
$116.16 - $133.58 $189K - $218K
1.63K $216K
PSA
Public Storage

Real Estate
596
New
$283.13 - $365.01 $169K - $218K
596 $216K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.8K
New
$109.24 - $121.48 $197K - $219K
1.8K $215K
WDAY
Workday, Inc.

Technology
573
+ 16.29%
$207.75 - $264.68 $119K - $152K
4.09K $999K
MMS
Maximus, Inc.

Industrials
2.24K
New
$84.08 - $93.17 $188K - $208K
2.24K $208K
QTWO
Q2 Holdings, Inc.

Technology
1.63K
+ 41.63%
$60.19 - $81.55 $97.9K - $133K
5.53K $441K
MAS
Masco Corp

Industrials
2.45K
New
$64.7 - $83.94 $159K - $206K
2.45K $205K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.63K
New
$112.99 - $126.45 $184K - $206K
1.63K $205K
USFD
Us Foods Holding Corp.

Consumer Defensive
3.33K
New
$50.06 - $62.82 $167K - $209K
3.33K $204K
IWN
Ishares Russell2000 Val ETF

ETFs
1.22K
New
$150.05 - $171.34 $183K - $209K
1.22K $203K
APOG
Apogee Enterprises, Inc.

Industrials
2.89K
New
$58.62 - $70.02 $169K - $202K
2.89K $202K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
4.16K
New
$36.99 - $50.09 $154K - $209K
4.16K $202K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.89K
+ 9.51%
$71.45 - $75.64 $135K - $143K
21.8K $1.63M
SHOP
Shopify Inc.

Technology
1.16K
+ 14.91%
$52.26 - $80.75 $60.5K - $93.4K
8.92K $714K
VITL
Vital Farms, Inc.

Consumer Defensive
5.72K
New
$29.28 - $45.81 $167K - $262K
5.72K $200K
DT
Dynatrace, Inc.

Technology
1.76K
+ 15.79%
$40.49 - $53.47 $71.3K - $94.2K
12.9K $690K
ICE
Intercontinental Exchange, Inc.

Financial Services
459
+ 10.16%
$136.93 - $162.81 $62.9K - $74.7K
4.98K $799K
SYY
Sysco Corp

Consumer Defensive
217
+ 0.91%
$69.16 - $78.98 $15K - $17.1K
24K $1.88M
MMSI
Merit Medical Systems Inc

Healthcare
1.35K
+ 42.91%
$84.12 - $100.23 $113K - $135K
4.49K $442K
PAUG
Innovator U.S. Equity Power Bu

ETFs
4.29K
+ 53.86%
$35.57 - $37.86 $152K - $162K
12.2K $463K
PH
Parker Hannifin Corp

Industrials
70
+ 6.88%
$501.01 - $635.92 $35.1K - $44.5K
1.09K $687K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
739
+ 2.26%
$41.9 - $48.26 $31K - $35.7K
33.5K $1.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
972
+ 12.57%
$147.95 - $191.05 $144K - $186K
8.7K $1.51M
LRCX
Lam Research Corp

Technology
536
+ 49.26%
$731.56 - $1127.3 $392K - $604K
1.62K $1.33M
IEF
Ishares Barclays

ETFs
1.21K
+ 11.46%
$92.67 - $99.14 $112K - $120K
11.8K $1.15M
PNC
Pnc Financial Services Group, Inc.

Financial Services
218
+ 5.49%
$156.14 - $187.2 $34K - $40.8K
4.19K $773K
FNB
Fnb Corp

Financial Services
11.1K
New
$13.41 - $15.55 $149K - $173K
11.1K $156K
IBB
Ishares Biotechnology ETF

ETFs
66
+ 0.38%
$135.09 - $149.47 $8.92K - $9.87K
17.4K $2.54M
TDF
Templeton Dragon Fund Inc

Financial Services
16.8K
New
$7.58 - $9.16 $127K - $154K
16.8K $153K
WPM
Wheaton Precious Metals Corp.

Basic Materials
127
+ 0.83%
$52.04 - $64.22 $6.61K - $8.16K
15.5K $945K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
546
+ 19.52%
$175.46 - $203.3 $95.8K - $111K
3.34K $677K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
14.1K
+ 78.06%
$8.04 - $8.65 $114K - $122K
32.3K $279K
SPOT
Spotify Technology S.A.

Communication Services
115
+ 7.31%
$290.16 - $384.01 $33.4K - $44.2K
1.69K $622K
APH
Amphenol Corp

Technology
3.08K
+ 8.55%
$58.39 - $70.41 $180K - $217K
39K $2.54M
VKQ
Invesco Municipal Trust

Financial Services
7.98K
+ 7.21%
$9.81 - $10.44 $78.3K - $83.4K
119K $1.22M
GDV
Gabelli Dividend & Income Trust

Financial Services
2.3K
+ 6.93%
$22.05 - $24.45 $50.6K - $56.1K
35.4K $866K
KEYS
Keysight Technologies, Inc.

Technology
306
+ 10.38%
$119.86 - $158.87 $36.7K - $48.6K
3.25K $516K
DMF
Bny Mellon Municipal Income, Inc.

Financial Services
14K
+ 18.41%
$7.16 - $7.49 $100K - $105K
90K $658K
NXPI
Nxp Semiconductors N.V.

Technology
1.01K
+ 21.85%
$225.14 - $290.78 $227K - $293K
5.63K $1.35M
ASG
Liberty All Star Growth Fund Inc.

Financial Services
17K
+ 32.76%
$5.03 - $5.67 $85.5K - $96.4K
68.9K $386K
KGC
Kinross Gold Corp

Basic Materials
11.4K
New
$8.02 - $9.84 $91.2K - $112K
11.4K $106K
FIS
Fidelity National Information Services, Inc.

Technology
238
+ 2.35%
$72.8 - $85.04 $17.3K - $20.2K
10.4K $868K
TFLO
Ishares Treasury Floating Rate

ETFs
2K
+ 26.14%
$50.42 - $50.66 $101K - $101K
9.65K $488K
WY
Weyerhaeuser CO

Real Estate
617
+ 4.33%
$27.05 - $33.84 $16.7K - $20.9K
14.9K $503K
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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