Dakota Wealth Management Purchases in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CRH.L
Crh PLC

Basic Materials
324
+ 10.86%
N/A
3.31K $0
Pelican Acquisition Corp
35K
New
N/A
35K $0
Crane Hbr Acquisition Corp
43.1K
New
N/A
43.1K $0
Quartzsea Acquisition Corp
69.5K
New
N/A
69.5K $0
Canadian Pacific Kansas City
310
+ 2.33%
N/A
13.6K $0
Onestream Inc
35.2K
New
N/A
35.2K $0
Ribbon Acquisition Corp
6.52K
+ 28.59%
N/A
29.3K $0
Cava Group Inc
657
+ 2.55%
N/A
26.4K $0
SEMR
Se Mrush Holdings, Inc.

Technology
555
+ 3.41%
$8.29 - $10.97 $4.6K - $6.09K
16.9K $152K
Tko Group Holdings Inc
667
+ 12.65%
N/A
5.94K $0
Microchip Technology Inc.
13.7K
New
N/A
13.7K $0
Tidal Trust I
12.3K
New
N/A
12.3K $0
Qvc Group Inc
170K
New
N/A
170K $0
HURN
Huron Consulting Group Inc.

Industrials
62
+ 2.82%
$132.14 - $153.61 $8.19K - $9.52K
2.26K $310K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
2.1K
+ 2.74%
$9.61 - $10.53 $20.2K - $22.1K
78.8K $790K
FDX
Fedex Corp

Industrials
30
+ 2.9%
$198.07 - $245.17 $5.94K - $7.36K
1.07K $242K
TRIP
Trip Advisor, Inc.

Consumer Cyclical
6.27K
+ 7.65%
$10.67 - $15.71 $66.9K - $98.5K
88.3K $1.15M
WST
West Pharmaceutical Services Inc

Healthcare
4
+ 0.14%
$190.39 - $227.7 $762 - $911
2.84K $622K
WCN
Waste Connections, Inc.

Industrials
10
+ 0.53%
$183.26 - $199.95 $1.83K - $2K
1.9K $354K
ACGL
Arch Capital Group Ltd.

Financial Services
188
+ 3.02%
$84.99 - $96.82 $16K - $18.2K
6.41K $583K
NOC
Northrop Grumman Corp

Industrials
80
+ 1.76%
$456.3 - $540.39 $36.5K - $43.2K
4.64K $2.32M
UNP
Union Pacific Corp

Industrials
304
+ 2.12%
$208.27 - $238.46 $63.3K - $72.5K
14.7K $3.37M
HTGC
Hercules Capital, Inc.

Financial Services
600
+ 1.6%
$16.24 - $19.1 $9.74K - $11.5K
38K $694K
SWK
Stanley Black & Decker, Inc.

Industrials
1.17K
+ 10.31%
$55.86 - $76.98 $65.2K - $89.8K
12.5K $845K
MMSI
Merit Medical Systems Inc

Healthcare
90
+ 3.21%
$88.48 - $107.04 $7.96K - $9.63K
2.89K $270K
HPQ
Hp Inc

Technology
2.03K
+ 8.07%
$21.88 - $29.32 $44.3K - $59.4K
27.1K $663K
BFK
Blackrock Municipal Income Trust

Financial Services
2.77K
+ 1.29%
$9.2 - $9.99 $25.5K - $27.7K
218K $2.09M
GDYN
Grid Dynamics Holdings, Inc.

Technology
503
+ 4.43%
$11.48 - $15.63 $5.77K - $7.86K
11.9K $137K
HES
Hess Corp

Energy
81
+ 3.26%
$126.32 - $161.29 $10.2K - $13.1K
2.57K $355K
JAMF
Jamf Holding Corp.

Technology
285
+ 1.71%
$9.09 - $12.65 $2.59K - $3.61K
16.9K $160K
LNTH
Lantheus Holdings, Inc.

Healthcare
81
+ 2.51%
$73.86 - $108.74 $5.98K - $8.81K
3.31K $271K
DOCU
Docusign, Inc.

Technology
435
+ 1.95%
$70.35 - $93.84 $30.6K - $40.8K
22.7K $1.77M
GILD
Gilead Sciences, Inc.

Healthcare
37
+ 0.08%
$96.91 - $113.0 $3.59K - $4.18K
44.5K $4.93M
DVN
Devon Energy Corp

Energy
2.64K
+ 10.92%
$26.8 - $37.92 $70.6K - $100K
26.8K $851K
PAGP
Plains Gp Holdings LP

Energy
820
+ 2.03%
$17.24 - $21.61 $14.1K - $17.7K
41.2K $800K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
35
+ 1.15%
$212.1 - $244.27 $7.42K - $8.55K
3.07K $670K
EQIX
Equinix Inc

Real Estate
47
+ 0.72%
$740.07 - $914.43 $34.8K - $43K
6.58K $5.23M
LOW
Lowes Companies Inc

Consumer Cyclical
38
+ 0.37%
$210.83 - $235.28 $8.01K - $8.94K
10.4K $2.31M
KMX
Carmax Inc

Consumer Cyclical
620
+ 4.31%
$62.27 - $82.77 $38.6K - $51.3K
15K $1.01M
VTR
Ventas, Inc.

Real Estate
544
+ 1.84%
$62.45 - $70.08 $34K - $38.1K
30.1K $1.9M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
930
+ 9.5%
$90.21 - $112.66 $83.9K - $105K
10.7K $977K
PFG
Principal Financial Group Inc

Financial Services
72
+ 0.25%
$69.56 - $86.19 $5.01K - $6.21K
28.5K $2.26M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
13
+ 0.95%
$483.07 - $625.6 $6.28K - $8.13K
1.38K $724K
AON
Aon PLC

Financial Services
9
+ 0.24%
$335.85 - $398.81 $3.02K - $3.59K
3.81K $1.36M
CAG
Conagra Brands Inc.

Consumer Defensive
3.48K
+ 9.23%
$20.4 - $26.78 $71K - $93.2K
41.2K $842K
XOM
Exxon Mobil Corp

Energy
21K
+ 9.33%
$99.93 - $119.04 $2.09M - $2.5M
246K $26.5M
KMB
Kimberly Clark Corp

Consumer Defensive
35
+ 0.17%
$126.84 - $145.22 $4.44K - $5.08K
20.8K $2.68M
CLX
Clorox CO

Consumer Defensive
7
+ 0.06%
$118.01 - $148.69 $826 - $1.04K
11.7K $1.4M
AMGN
Amgen Inc

Healthcare
3.49K
+ 8.74%
$262.28 - $309.85 $915K - $1.08M
43.4K $12.1M
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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