Dakota Wealth Management Purchases in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GDV
Gabelli Dividend & Income Trust

Financial Services
2.5K
+ 7.1%
$21.11 - $26.01 $52.8K - $65K
37.7K $980K
MMM
3 M CO

Industrials
264
+ 1.57%
$126.09 - $154.15 $33.3K - $40.7K
17.1K $2.6M
MO
Altria Group, Inc.

Consumer Defensive
2.53K
+ 19.6%
$55.56 - $60.91 $141K - $154K
15.4K $904K
FISV
Fiserv Inc

Technology
999
+ 8.64%
N/A
12.6K $1.57M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
3K
+ 8.27%
$19.16 - $23.81 $57.4K - $71.3K
39.2K $933K
NU
Nu Holdings Ltd.

Financial Services
1.18K
+ 3.92%
$9.6 - $13.72 $11.3K - $16.2K
31.3K $429K
ADT
Adt Inc.

Industrials
13.9K
New
$7.54 - $8.6 $105K - $119K
13.9K $117K
ENB
Enbridge Inc

Energy
1.85K
+ 5.83%
$41.09 - $47.16 $76.1K - $87.3K
33.6K $1.52M
TT
Trane Technologies PLC

Industrials
50
+ 5.39%
$315.21 - $437.41 $15.8K - $21.9K
978 $427K
NLOK
Norton Life Lock Inc.

Technology
5.29K
+ 7.14%
N/A
79.3K $1.7M
SOXX
Ishares Semiconductor ETF

ETFs
207
+ 17.01%
$154.86 - $239.07 $32.1K - $49.5K
1.42K $339K
EME
Emcor Group, Inc.

Industrials
9
+ 1.51%
$342.02 - $534.89 $3.08K - $4.81K
607 $324K
MHD
Blackrock Muniholdings Fund, Inc.

Financial Services
14.7K
+ 11.04%
$10.83 - $11.78 $159K - $173K
148K $1.66M
VITL
Vital Farms, Inc.

Consumer Defensive
680
+ 8.65%
$30.52 - $38.52 $20.8K - $26.2K
8.54K $328K
SNPS
Synopsys Inc

Technology
15
+ 1.56%
$380.9 - $517.66 $5.71K - $7.76K
976 $500K
GWW
W.W. Grainger, Inc.

Industrials
68
+ 23.53%
$919.93 - $1101.66 $62.6K - $74.9K
357 $371K
LAMR
Lamar Advertising CO

Real Estate
149
+ 1.68%
$102.35 - $121.67 $15.3K - $18.1K
9.03K $1.1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
502
+ 20.04%
$86.93 - $109.64 $43.6K - $55K
3.01K $329K
FIS
Fidelity National Information Services, Inc.

Technology
204
+ 2.14%
$68.14 - $82.13 $13.9K - $16.8K
9.73K $792K
RMBS
Rambus Inc

Technology
189
+ 3.44%
$42.9 - $64.02 $8.11K - $12.1K
5.68K $363K
SYY
Sysco Corp

Consumer Defensive
807
+ 3.56%
$68.0 - $75.91 $54.9K - $61.3K
23.5K $1.78M
CHW
Calamos Global Dynamic Income Fund

Financial Services
4.5K
+ 7.51%
$5.59 - $7.13 $25.2K - $32.1K
64.4K $459K
NMIH
Nmi Holdings, Inc.

Financial Services
162
+ 1.44%
$32.79 - $42.24 $5.31K - $6.84K
11.4K $482K
MET
Metlife Inc

Financial Services
935
+ 18.61%
$68.42 - $82.49 $64K - $77.1K
5.96K $479K
ECL
Ecolab Inc.

Basic Materials
11
+ 0.24%
$225.65 - $270.95 $2.48K - $2.98K
4.5K $1.21M
TMUS
T Mobile Us, Inc.

Communication Services
6.07K
+ 12.58%
$220.99 - $268.54 $1.34M - $1.63M
54.3K $12.9M
KEYS
Keysight Technologies, Inc.

Technology
140
+ 4.03%
$127.02 - $165.4 $17.8K - $23.2K
3.62K $592K
IEFA
Ishares Tr

ETFs
294
+ 5.19%
$67.83 - $84.09 $19.9K - $24.7K
5.96K $497K
AIN
Albany International Corp

Consumer Cyclical
750
+ 5.82%
$59.75 - $70.94 $44.8K - $53.2K
13.6K $956K
ENSG
Ensign Group, Inc

Healthcare
5
+ 0.19%
$119.93 - $156.36 $600 - $782
2.58K $397K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.71K
+ 22.68%
$24.14 - $25.43 $65.5K - $69K
14.7K $363K
RGLD
Royal Gold Inc

Basic Materials
101
+ 3.41%
$155.48 - $186.71 $15.7K - $18.9K
3.06K $544K
PSTL
Postal Realty Trust, Inc.

Real Estate
2.69K
+ 5.72%
$12.59 - $15.36 $33.9K - $41.3K
49.7K $732K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5
+ 0.04%
$114.78 - $133.31 $574 - $667
13.7K $1.82M
RE
Everest Re Group LTD

Financial Services
160
+ 8.21%
N/A
2.11K $781K
PNC
Pnc Financial Services Group, Inc.

Financial Services
124
+ 3.9%
$149.76 - $186.42 $18.6K - $23.1K
3.3K $615K
QTWO
Q2 Holdings, Inc.

Technology
123
+ 3.81%
$68.72 - $95.27 $8.45K - $11.7K
3.35K $313K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
10K
New
$5.26 - $5.78 $52.6K - $57.8K
10K $53K
USFD
Us Foods Holding Corp.

Consumer Defensive
23
+ 0.52%
$60.47 - $79.12 $1.39K - $1.82K
4.41K $339K
HQY
Healthequity, Inc.

Healthcare
39
+ 1.4%
$76.77 - $113.06 $2.99K - $4.41K
2.83K $296K
ED
Consolidated Edison Inc

Utilities
2.25K
+ 13.13%
$98.05 - $113.3 $220K - $255K
19.4K $1.94M
KEY
Keycorp

Financial Services
586
+ 2.19%
$13.23 - $17.42 $7.75K - $10.2K
27.4K $476K
ELV
Elevance Health, Inc.

Healthcare
190
+ 32.15%
$372.27 - $452.69 $70.7K - $86K
781 $303K
EW
Edwards Lifesciences Corp

Healthcare
146
+ 2.47%
$67.07 - $78.22 $9.79K - $11.4K
6.05K $473K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
61
+ 3.78%
$153.22 - $199.8 $9.35K - $12.2K
1.68K $313K
DHR
Danaher Corp

Healthcare
483
+ 7.06%
$174.64 - $205.16 $84.4K - $99.1K
7.33K $1.45M
HCA
Hca Healthcare, Inc.

Healthcare
51
+ 7.98%
$317.61 - $387.52 $16.2K - $19.8K
690 $264K
TW
Tradeweb Markets Inc.

Financial Services
373
+ 5.89%
$125.37 - $149.02 $46.8K - $55.6K
6.71K $982K
UBS
Ubs Group Ag

Financial Services
42
+ 0.34%
$26.12 - $33.82 $1.1K - $1.42K
12.6K $424K
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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