Dakota Wealth Management Purchases in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FLEX
Flex Ltd.

Technology
5.02K
New
$26.68 - $50.09 $134K - $252K
5.02K $250K
FINS
Angel Oak Financial Strategies Income Term Trust

ETFs
21.6K
+ 34.9%
$12.7 - $13.53 $274K - $292K
83.4K $1.08M
BL
Blackline, Inc.

Technology
4.34K
New
$42.27 - $58.22 $183K - $253K
4.34K $245K
ATO
Atmos Energy Corp

Utilities
1.6K
+ 43.51%
$145.06 - $162.66 $232K - $261K
5.28K $814K
DELL
Dell Technologies Inc.

Technology
1.91K
New
$71.63 - $125.98 $137K - $241K
1.91K $234K
SPGI
S&P Global Inc.

Financial Services
440
New
$438.31 - $527.29 $193K - $232K
440 $232K
PI
Impinj Inc

Technology
2.1K
New
$62.54 - $125.05 $131K - $262K
2.1K $232K
ADMA
Adma Biologics, Inc.

Healthcare
12.7K
New
$17.6 - $24.51 $223K - $310K
12.7K $230K
AGM
Federal Agricultural Mortgage Corp

Financial Services
1.15K
New
$165.45 - $198.11 $190K - $227K
1.15K $223K
VVV
Valvoline Inc

Energy
5.85K
New
$31.48 - $38.2 $184K - $223K
5.85K $221K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
1.31K
+ 11.55%
$65.04 - $82.18 $85.2K - $108K
12.7K $1.04M
AX
Axos Financial, Inc.

Financial Services
2.83K
New
$56.36 - $76.85 $159K - $217K
2.83K $214K
CME
Cme Group Inc.

Financial Services
551
+ 9.16%
$252.37 - $290.71 $139K - $160K
6.57K $1.81M
MGK
Vanguard Mega Cap Growth ETF

ETFs
582
New
$273.67 - $366.17 $159K - $213K
582 $213K
ALG
Alamo Group Inc

Industrials
978
New
$158.47 - $219.45 $155K - $215K
978 $213K
WDC
Western Digital Corp

Technology
3.34K
New
$30.54 - $63.99 $102K - $214K
3.34K $213K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1.58K
New
$104.23 - $134.39 $165K - $213K
1.58K $212K
BRC
Brady Corp

Industrials
3.11K
New
$64.32 - $76.24 $200K - $237K
3.11K $211K
ET
Energy Transfer LP

Energy
11.5K
New
$15.65 - $18.93 $180K - $217K
11.5K $208K
VBK
Vanguard Small Cap Growth ETF

ETFs
750
New
$219.76 - $276.94 $165K - $208K
750 $207K
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
6.9K
+ 8.41%
$20.46 - $21.89 $141K - $151K
88.9K $1.95M
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
1.8K
New
$93.75 - $114.45 $169K - $206K
1.8K $205K
SHAK
Shake Shack Inc.

Consumer Cyclical
1.46K
New
$75.85 - $140.6 $111K - $206K
1.46K $205K
EVR
Evercore Inc.

Financial Services
758
New
$163.77 - $271.5 $124K - $206K
758 $204K
QLYS
Qualys, Inc.

Technology
1.43K
New
$115.21 - $142.87 $165K - $204K
1.43K $204K
WHR
Whirlpool Corp

Consumer Cyclical
1.26K
+ 19.0%
$75.71 - $101.42 $95.4K - $128K
7.89K $800K
DAX
Global X Fds Dax Germany ETF

ETFs
4.51K
New
$34.84 - $44.93 $157K - $203K
4.51K $202K
BBSI
Barrett Business Services Inc

Industrials
4.63K
+ 29.53%
$38.05 - $42.61 $176K - $197K
20.3K $846K
WCC
Wesco International Inc

Industrials
1.08K
New
$132.86 - $186.1 $144K - $201K
1.08K $200K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
29.4K
+ 9.88%
$9.33 - $10.06 $274K - $295K
326K $3.16M
TTD
Trade Desk, Inc.

Technology
767
+ 10.27%
$45.27 - $79.4 $34.7K - $60.9K
8.23K $592K
WFC
Wells Fargo & Company

Financial Services
483
+ 2.8%
$60.98 - $80.12 $29.5K - $38.7K
17.7K $1.42M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
1.57K
+ 21.0%
$62.73 - $78.42 $98.5K - $123K
9.05K $700K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.05K
+ 25.29%
$99.48 - $124.46 $105K - $131K
5.22K $620K
EXLS
Exl Service Holdings, Inc.

Technology
4.34K
+ 69.12%
$41.85 - $48.48 $182K - $210K
10.6K $464K
MCHP
Microchip Technology Inc

Technology
916
+ 19.5%
$35.34 - $71.6 $32.4K - $65.6K
5.61K $395K
AZO
Autozone Inc

Consumer Cyclical
50
+ 19.01%
$3478.38 - $3880.15 $174K - $194K
313 $1.16M
ROP
Roper Technologies Inc

Industrials
399
+ 13.24%
$519.19 - $590.78 $207K - $236K
3.41K $1.93M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.26K
+ 44.77%
$68.13 - $74.77 $154K - $169K
7.31K $532K
EWC
Ishares Msci Canada ETF

ETFs
2.5K
+ 40.08%
$37.17 - $46.2 $92.7K - $115K
8.72K $402K
YUM
Yum Brands Inc

Consumer Cyclical
1.46K
+ 19.61%
$138.36 - $161.45 $202K - $236K
8.91K $1.32M
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
+ 35.56%
$4164.15 - $5789.24 $66.6K - $92.6K
61 $353K
NSC
Norfolk Southern Corp

Industrials
7
+ 0.09%
$206.34 - $257.46 $1.44K - $1.8K
7.42K $1.9M
FIX
Comfort Systems Usa Inc

Industrials
12
+ 1.89%
$296.51 - $536.21 $3.56K - $6.43K
646 $346K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
925
+ 6.89%
$53.75 - $67.21 $49.7K - $62.2K
14.4K $949K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
9.61K
+ 65.62%
$12.23 - $15.46 $117K - $148K
24.2K $366K
MNDY
Monday.Com Ltd.

Technology
52
+ 2.99%
$217.77 - $314.48 $11.3K - $16.4K
1.79K $563K
BR
Broadridge Financial Solutions, Inc.

Technology
561
+ 13.52%
$217.22 - $246.25 $122K - $138K
4.71K $1.14M
JOBY
Joby Aviation, Inc.

Industrials
8.26K
+ 75.71%
$5.33 - $10.55 $44K - $87.2K
19.2K $202K
Activity Summary
Buys All Purchases 352 New Holdings 76 Increased Positions 276 Sells All Sells 332 Reductions 332 Sold out 0 Options Calls 0 Puts 0
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