Dakota Wealth Management Purchases in Q4 2024

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PLMR
Palomar Holdings, Inc.

Financial Services
92
+ 3.09%
$88.38 - $112.17 $8.13K - $10.3K
3.07K $324K
HQY
Healthequity, Inc.

Healthcare
43
+ 1.54%
$78.18 - $104.65 $3.36K - $4.5K
2.84K $272K
FE
Firstenergy Corp

Utilities
1.65K
+ 28.69%
$39.14 - $44.52 $64.4K - $73.3K
7.38K $293K
FIX
Comfort Systems Usa Inc

Industrials
29
+ 3.82%
$370.68 - $504.12 $10.7K - $14.6K
788 $334K
ADUS
Addus Home Care Corp

Healthcare
394
+ 24.17%
$118.27 - $133.01 $46.6K - $52.4K
2.02K $253K
VRRM
Verra Mobility Corp

Industrials
2.61K
+ 33.44%
$22.68 - $27.76 $59.1K - $72.3K
10.4K $251K
KEYS
Keysight Technologies, Inc.

Technology
178
+ 5.47%
$149.01 - $172.53 $26.5K - $30.7K
3.43K $551K
JAMF
Jamf Holding Corp.

Technology
5.25K
+ 44.61%
$14.05 - $17.71 $73.7K - $93K
17K $239K
CME
Cme Group Inc.

Financial Services
11
+ 0.42%
$221.17 - $246.02 $2.43K - $2.71K
2.66K $617K
HPE
Hewlett Packard Enterprise CO

Technology
931
+ 7.95%
$19.31 - $23.95 $18K - $22.3K
12.6K $269K
HBAN
Huntington Bancshares Inc

Financial Services
32
+ 0.21%
$14.18 - $18.2 $454 - $582
15.3K $248K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
40
+ 2.19%
$131.26 - $163.78 $5.25K - $6.55K
1.87K $278K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
338
+ 5.71%
$43.67 - $47.04 $14.8K - $15.9K
6.26K $283K
CMPX
Compass Therapeutics, Inc.

Healthcare
14K
New
$1.35 - $1.98 $18.9K - $27.7K
14K $20K
NDAQ
Nasdaq, Inc.

Financial Services
10
+ 0.23%
$70.87 - $83.05 $709 - $831
4.27K $330K
IDXX
Idexx Laboratories Inc

Healthcare
343
+ 25.17%
$406.92 - $495.42 $140K - $170K
1.71K $705K
EME
Emcor Group, Inc.

Industrials
5
+ 0.83%
$427.96 - $526.95 $2.14K - $2.63K
609 $276K
EFA
Ishares Tr Msci Eafe ETF

ETFs
654
+ 14.1%
$75.1 - $82.99 $49.1K - $54.3K
5.29K $400K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
36
+ 2.24%
$174.04 - $205.27 $6.27K - $7.39K
1.64K $295K
RE
Everest Re Group LTD

Financial Services
32
+ 1.67%
N/A
1.95K $721K
KEY
Keycorp

Financial Services
9
+ 0.03%
$16.21 - $19.97 $146 - $180
28.1K $481K
FDX
Fedex Corp

Industrials
2
+ 0.17%
$260.5 - $305.15 $521 - $610
1.18K $332K
ALE
Allete Inc

Utilities
56
+ 0.6%
$63.98 - $65.24 $3.58K - $3.65K
9.36K $606K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
164
+ 4.8%
N/A
3.58K $199K
CARR
Carrier Global Corp

Industrials
3.48K
+ 18.54%
$66.69 - $82.65 $232K - $287K
22.2K $1.52M
KNSL
Kinsale Capital Group, Inc.

Financial Services
15
+ 2.75%
$424.05 - $524.22 $6.36K - $7.86K
560 $260K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
479
+ 4.77%
$25.3 - $26.31 $12.1K - $12.6K
10.5K $269K
IJS
Ishares S&P Smallcap 600 Value

ETFs
17
+ 0.48%
$104.59 - $118.05 $1.78K - $2.01K
3.57K $387K
JCI
Johnson Controls International PLC

Industrials
8
+ 0.28%
$74.23 - $86.6 $594 - $693
2.85K $224K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
5
+ 0.2%
$118.0 - $127.04 $590 - $635
2.49K $303K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
1.74K
+ 5.39%
$8.1 - $9.04 $14.1K - $15.7K
34K $281K
IR
Ingersoll Rand Inc.

Industrials
3.89K
+ 8.55%
$90.46 - $105.35 $352K - $410K
49.4K $4.47M
KGC
Kinross Gold Corp

Basic Materials
333
+ 2.93%
$9.03 - $10.75 $3.01K - $3.58K
11.7K $108K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
470
+ 4.59%
$4.76 - $5.09 $2.24K - $2.39K
10.7K $53K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
25
+ 0.03%
$61.68 - $67.87 $1.54K - $1.7K
90.4K $5.64M
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
1.32K
+ 31.75%
$36.84 - $53.4 $48.7K - $70.6K
5.49K $203K
Simplify Exchange Traded Fun
68.9K
New
N/A
68.9K $0
Cava Group Inc
3.76K
+ 16.09%
N/A
27.1K $0
Hcm Ii Acquisition Corp
103K
New
N/A
103K $0
Amer Sports Inc
38.7K
New
N/A
38.7K $0
Arista Networks Inc
89.4K
New
N/A
89.4K $0
Cayson Acquisition Corp
28.5K
New
N/A
28.5K $0
Blackrock Inc
18.1K
New
N/A
18.1K $0
Centurion Acquisition Corp
10.7K
New
N/A
10.7K $0
Aa Mission Acquisition Corp
68.4K
+ 61.26%
N/A
180K $0
Lionheart Holdings
7.93K
+ 22.32%
N/A
43.4K $0
Everus Constr Group
18.5K
New
N/A
18.5K $0
Eqv Ventures Acquisition Cor
22.5K
+ 191.49%
N/A
34.3K $0
Aptiv PLC
9.85K
New
N/A
9.85K $0
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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