Dakota Wealth Management Purchases in Q3 2024

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MGRC
Mcgrath Rentcorp

Industrials
228
+ 3.88%
$98.13 - $115.62 $22.4K - $26.4K
6.1K $641K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
150
+ 0.76%
$7.13 - $8.27 $1.07K - $1.24K
19.8K $163K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
275
+ 2.81%
$25.38 - $26.27 $6.98K - $7.22K
10K $263K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
19
+ 0.32%
$39.71 - $44.22 $754 - $840
5.92K $261K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.03%
$178.94 - $207.0 $179 - $207
3.54K $710K
BIGZ
Black Rock Innovation & Growth Trust
693
+ 3.27%
$6.75 - $7.61 $4.68K - $5.27K
21.9K $165K
FLYW
Flywire Corp

Technology
568
+ 4.67%
$15.63 - $18.99 $8.88K - $10.8K
12.7K $208K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
27
+ 0.28%
$48.06 - $49.39 $1.3K - $1.33K
9.65K $475K
SOXX
Ishares Semiconductor ETF

ETFs
99
+ 8.25%
$199.29 - $265.49 $19.7K - $26.3K
1.3K $299K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
84
+ 0.89%
$104.47 - $116.17 $8.78K - $9.76K
9.5K $1.03M
Tempus Ai Inc
20.9K
New
N/A
20.9K $0
Ark 21 Shares Bitcoin ETF
706
+ 0.78%
N/A
91.7K $0
Agriculture & Nat Sol Acq CO
43.6K
New
N/A
43.6K $0
Chenghe Acquisition Ii CO
48.8K
New
N/A
48.8K $0
Astera Labs Inc
42.1K
New
N/A
42.1K $0
Te Connectivity PLC
13.6K
New
N/A
13.6K $0
CRH.L
Crh PLC

Basic Materials
379
+ 13.46%
N/A
3.19K $0
Legato Merger Corp Iii
23.2K
New
N/A
23.2K $0
Grayscale Bitcoin Mini Tr Bt
14.5K
New
N/A
14.5K $0
Keen Vision Acquisition Corp
12.5K
+ 40.19%
N/A
43.6K $0
Ib Acquisition Corp
68.2K
New
N/A
68.2K $0
Haymaker Acquisition Corp Iv
7.3K
+ 14.01%
N/A
59.4K $0
PSEP
Innovator U.S. Equity Power Bu
44.8K
New
N/A
44.8K $0
Launch One Acquisition Corp
20.7K
New
N/A
20.7K $0
Ishares Bitcoin Trust ETF
3.59K
+ 6.21%
N/A
61.4K $0
Onestream Inc
71.2K
New
N/A
71.2K $0
Kenvue Inc
24
+ 0.21%
N/A
11.5K $0
Gp Act Iii Acquisition Corp
48.4K
New
N/A
48.4K $0
Ge Healthcare Technologies I
2.24K
New
N/A
2.24K $0
Flag Ship Acquisition Corp
10.3K
New
N/A
10.3K $0
Lionheart Holdings
35.5K
New
N/A
35.5K $0
Dt Cloud Acquisition Corp
35K
New
N/A
35K $0
Aa Mission Acquisition Corp
112K
New
N/A
112K $0
Eqv Ventures Acquisition Cor
11.8K
New
N/A
11.8K $0
Nabors Energy Transition Cor
6.4K
+ 12.08%
N/A
59.4K $0
Ferguson Enterprises Inc
2.27K
New
N/A
2.27K $0
Fidelity Covington Trust
74
+ 0.3%
N/A
24.5K $0
Melar Acquisition Corp. I
39K
New
N/A
39K $0
Jacobs Solutions Inc
132
+ 6.1%
N/A
2.3K $0
Linde PLC
431
+ 5.03%
N/A
9K $0
MCHP
Microchip Technology Inc

Technology
722
+ 13.81%
$72.0 - $95.98 $52K - $69.3K
5.95K $477K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.33K
+ 495.52%
$150.73 - $974.56 $200K - $1.29M
1.6K $254K
INTU
Intuit Inc

Technology
213
+ 5.54%
$602.97 - $670.49 $128K - $143K
4.06K $2.52M
FANG
Diamondback Energy, Inc.

Energy
256
+ 13.52%
$168.46 - $210.94 $43.1K - $54K
2.15K $370K
WST
West Pharmaceutical Services Inc

Healthcare
141
+ 6.94%
$277.16 - $333.3 $39.1K - $47K
2.17K $651K
WDC
Western Digital Corp

Technology
10
+ 0.3%
$56.25 - $80.24 $563 - $802
3.38K $230K
CC
Chemours CO

Basic Materials
10
+ 0.07%
$16.79 - $24.99 $168 - $250
13.7K $279K
MCK
Mckesson Corp

Healthcare
128
+ 9.07%
$479.06 - $630.38 $61.3K - $80.7K
1.54K $760K
CDNS
Cadence Design Systems Inc

Technology
47
+ 1.81%
$246.84 - $321.11 $11.6K - $15.1K
2.64K $716K
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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