Dakota Wealth Management Purchases in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BDC
Belden Inc.

Technology
59
+ 2.84%
$87.1 - $116.54 $5.14K - $6.88K
2.14K $247K
NAK
Northern Dynasty Minerals LTD

Basic Materials
29.5K
New
$0.8 - $1.55 $23.6K - $45.7K
29.5K $39K
TXN
Texas Instruments Inc

Technology
199
+ 1.85%
N/A
11K $2.13M
VRRM
Verra Mobility Corp

Industrials
296
+ 2.91%
$20.85 - $25.4 $6.17K - $7.52K
10.5K $265K
DAL
Delta Air Lines, Inc.

Industrials
52
+ 0.84%
$35.88 - $52.99 $1.87K - $2.76K
6.26K $307K
WIA
Western Asset Inflation Linked Income Fund

Financial Services
3.58K
+ 3.36%
$8.06 - $8.4 $28.8K - $30K
110K $924K
MTRN
Materion Corp

Basic Materials
740
+ 6.86%
$72.15 - $84.25 $53.4K - $62.3K
11.5K $915K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
30
+ 0.53%
$50.27 - $62.05 $1.51K - $1.86K
5.72K $353K
TXT
Textron Inc

Industrials
60
+ 1.69%
$60.72 - $80.34 $3.64K - $4.82K
3.61K $289K
IWD
Ishares Russell 1000 Val ETF

ETFs
3
+ 0.06%
$166.82 - $194.23 $500 - $583
5.2K $1.01M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
14
+ 0.22%
$37.93 - $47.69 $531 - $668
6.29K $299K
HOMB
Home Bancshares Inc

Financial Services
1.02K
+ 11.22%
$25.05 - $29.62 $25.4K - $30.1K
10.1K $286K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
4
+ 0.16%
$101.97 - $126.75 $408 - $507
2.5K $317K
CI
Cigna Corp

Healthcare
88
+ 11.72%
$301.89 - $340.04 $26.6K - $29.9K
839 $277K
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.24%
$220.04 - $280.07 $440 - $560
835 $233K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.03%
$104.87 - $127.3 $105 - $127
3.15K $401K
TROW
Price T Rowe Group Inc

Financial Services
114
+ 4.7%
$80.27 - $98.06 $9.15K - $11.2K
2.54K $244K
PB
Prosperity Bancshares Inc

Financial Services
370
+ 9.37%
$63.76 - $73.75 $23.6K - $27.3K
4.32K $303K
DRI
Darden Restaurants Inc

Consumer Cyclical
39
+ 3.92%
$186.58 - $225.78 $7.28K - $8.81K
1.03K $225K
OSBC
Old Second Bancorp Inc

Financial Services
228
+ 1.9%
$14.45 - $17.74 $3.29K - $4.04K
12.3K $217K
ADP
Automatic Data Processing Inc

Industrials
24
+ 0.83%
$276.76 - $326.81 $6.64K - $7.84K
2.9K $894K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
338
+ 5.7%
$48.13 - $49.85 $16.3K - $16.8K
6.26K $307K
KNSL
Kinsale Capital Group, Inc.

Financial Services
31
+ 5.61%
$419.99 - $501.97 $13K - $15.6K
584 $282K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
1.89K
+ 17.06%
$21.4 - $26.31 $40.5K - $49.8K
13K $281K
SPSC
Sps Commerce Inc

Technology
34
+ 2.02%
$121.61 - $152.67 $4.13K - $5.19K
1.71K $233K
XEL
Xcel Energy Inc

Utilities
975
+ 4.62%
$65.65 - $72.39 $64K - $70.6K
22.1K $1.5M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
113
+ 3.22%
N/A
3.62K $201K
FE
Firstenergy Corp

Utilities
153
+ 2.0%
$38.31 - $43.17 $5.86K - $6.61K
7.79K $313K
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 0.32%
$204.89 - $224.73 $615 - $674
928 $203K
Arista Networks Inc
32.6K
+ 172.01%
N/A
51.5K $0
Grail Inc
51.6K
New
N/A
51.6K $0
Gsk PLC
5.43K
New
N/A
5.43K $0
Aptiv PLC
2.72K
+ 12.49%
N/A
24.5K $0
Easterly Govt Pptys Inc
35.8K
New
N/A
35.8K $0
Maywood Acquisition Corp
21.9K
New
N/A
21.9K $0
Linde PLC
425
+ 14.05%
N/A
3.45K $0
Vanguard Wellington Fd
13K
+ 80.25%
N/A
29.2K $0
Waystar Hldg Corp
1.21K
+ 3.62%
N/A
34.7K $0
Jacobs Solutions Inc
46
+ 1.9%
N/A
2.46K $0
Voyager Technologies Inc
61.8K
New
N/A
61.8K $0
PDEC
Innovator U.S. Equity Power Bu
5.15K
New
N/A
5.15K $0
Fidelity Covington Trust
79
+ 0.32%
N/A
24.6K $0
Fidelity Wise Origin Bitcoin
2.47K
New
N/A
2.47K $0
Ishares Bitcoin Trust ETF
3.16K
+ 5.11%
N/A
64.9K $0
Ark 21 Shares Bitcoin ETF
125K
+ 200.0%
N/A
188K $0
Tempus Ai Inc
22.1K
+ 67.83%
N/A
54.6K $0
Corpay Inc
3
+ 0.47%
N/A
640 $0
Co2 Energy Transition Corp
25.6K
New
N/A
25.6K $0
NEEPRR
Nextera Energy Inc Corporate U
2.14K
+ 12.11%
N/A
19.8K $0
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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