Dakota Wealth Management Sells in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-3.09K
- 34.79%
$94.83 - $107.06 $293K - $330K
5.79K $594K
DEO
Diageo PLC

Consumer Defensive
-1.97K
- 8.39%
$99.86 - $115.75 $196K - $228K
21.5K $2.17M
CVS
Cvs Health Corp

Healthcare
-4.57K
- 18.41%
$60.04 - $70.18 $274K - $320K
20.2K $1.4M
D
Dominion Energy, Inc

Utilities
-5.31K
- 9.68%
$49.66 - $58.0 $264K - $308K
49.6K $2.8M
STE
Steris PLC

Healthcare
-1.12K
- 53.88%
$208.55 - $252.55 $233K - $282K
956 $229K
TGT
Target Corp

Consumer Defensive
-2.05K
- 31.1%
$88.76 - $105.77 $182K - $217K
4.54K $447K
NVO
Novo Nordisk A S

Healthcare
-3.3K
- 16.03%
$58.08 - $81.05 $192K - $268K
17.3K $1.19M
RACE
Ferrari N.V.

Consumer Cyclical
-818
- 31.04%
$397.86 - $499.02 $325K - $408K
1.82K $891K
ABC
Amerisourcebergen Corp

Healthcare
-1.26K
- 3.22%
N/A
37.8K $6.99M
PLD
Prologis, Inc.

Real Estate
-1.54K
- 18.78%
$89.76 - $112.34 $138K - $173K
6.64K $698K
GNRC
Generac Holdings Inc.

Industrials
-1.84K
- 45.28%
$101.92 - $143.21 $188K - $264K
2.23K $318K
BXP
Boston Properties Inc

Real Estate
-2.96K
- 20.34%
$56.86 - $74.12 $168K - $220K
11.6K $783K
PBE
Invesco Exchange Traded Fd Tr

ETFs
-3.07K
- 38.51%
$56.01 - $65.43 $172K - $201K
4.9K $314K
MVF
Blackrock Munivest Fund, Inc.

Financial Services
-14.9K
- 7.01%
$6.54 - $7.1 $97.7K - $106K
198K $1.3M
GBCI
Glacier Bancorp, Inc.

Financial Services
-3.37K
- 8.74%
$37.85 - $44.51 $128K - $150K
35.2K $1.52M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.31K
- 44.56%
$77.74 - $78.78 $180K - $182K
2.88K $226K
A
Agilent Technologies, Inc.

Healthcare
-1.52K
- 34.94%
$99.29 - $120.52 $151K - $184K
2.84K $334K
XLP
Consumer Staples Sector Spdr

ETFs
-2.28K
- 4.03%
N/A
54.3K $4.13M
CNQ
Canadian Natural Resources LTD

Energy
-7.4K
- 7.07%
$25.14 - $34.01 $186K - $252K
97.3K $3.05M
SUB
Ishares Short Term National Mu

ETFs
-2.41K
- 2.01%
$104.77 - $106.34 $252K - $256K
117K $12.4M
KNTK
Kinetik Holdings Inc.

Energy
-215
- 1.12%
$40.12 - $53.83 $8.63K - $11.6K
19.1K $839K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.1K
- 18.53%
$50.1 - $51.02 $155K - $158K
13.6K $696K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.79K
- 2.64%
$85.42 - $94.39 $153K - $169K
66.1K $6.2M
DVY
Ishares Tr

ETFs
-1.02K
- 10.19%
$118.37 - $134.86 $120K - $137K
8.94K $1.19M
TRV
Travelers Companies, Inc.

Financial Services
-645
- 8.13%
$233.83 - $276.34 $151K - $178K
7.29K $1.95M
SRLN
Ssga Active Trust

ETFs
-3.69K
- 30.66%
$39.47 - $41.59 $146K - $153K
8.34K $346K
BA
Boeing CO

Industrials
-2.39K
- 26.48%
$136.59 - $217.51 $326K - $519K
6.63K $1.39M
PAYX
Paychex Inc

Industrials
-206
- 1.61%
$137.01 - $159.78 $28.2K - $32.9K
12.6K $1.83M
WU
Western Union CO

Financial Services
-570
- 0.9%
$8.37 - $10.63 $4.77K - $6.06K
62.5K $526K
PKG
Packaging Corp Of America

Consumer Cyclical
-645
- 37.43%
$175.97 - $201.36 $114K - $130K
1.08K $203K
O
Realty Income Corp

Real Estate
-1.88K
- 2.55%
$52.27 - $58.52 $98.4K - $110K
72K $4.15M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.82K
- 32.26%
$75.05 - $77.34 $136K - $140K
3.81K $294K
MDU
Mdu Resources Group Inc

Industrials
-6.85K
- 9.05%
$15.6 - $17.76 $107K - $122K
68.8K $1.15M
VKQ
Invesco Municipal Trust

Financial Services
-7.09K
- 5.4%
$9.02 - $9.76 $64K - $69.2K
124K $1.14M
ALL
Allstate Corp

Financial Services
-289
- 2.4%
$180.53 - $212.64 $52.2K - $61.5K
11.8K $2.37M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.6K
- 20.44%
$49.57 - $50.27 $129K - $131K
10.1K $508K
HSIC
Henry Schein Inc

Healthcare
-2.82K
- 15.98%
$62.7 - $73.66 $177K - $208K
14.8K $1.08M
VPU
Vanguard Utilities ETF

ETFs
-1.6K
- 5.69%
$158.36 - $178.82 $253K - $285K
26.5K $4.67M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-3K
- 1.27%
$10.09 - $10.88 $30.3K - $32.6K
234K $2.42M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.7K
- 9.94%
$72.61 - $88.75 $268K - $328K
33.5K $2.97M
UL
Unilever PLC

Consumer Defensive
-3.31K
- 6.1%
$57.9 - $65.43 $191K - $216K
50.9K $3.12M
WEC
Wec Energy Group, Inc.

Utilities
-765
- 11.56%
$102.24 - $109.76 $78.2K - $84K
5.85K $609K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-17.7K
- 22.95%
$7.19 - $8.75 $128K - $155K
59.5K $520K
CTAS
Cintas Corp

Industrials
-1.61K
- 11.1%
$190.11 - $227.66 $306K - $366K
12.9K $2.87M
SHW
Sherwin Williams CO

Basic Materials
-249
- 12.43%
$313.51 - $363.51 $78.1K - $90.5K
1.76K $602K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.21K
- 4.61%
$141.87 - $164.49 $172K - $199K
25K $4.12M
ITW
Illinois Tool Works Inc

Industrials
-367
- 10.32%
$218.41 - $252.43 $80.2K - $92.6K
3.19K $788K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-16.3K
- 26.37%
$5.09 - $5.8 $82.8K - $94.3K
45.4K $263K
PCAR
Paccar Inc

Industrials
-723
- 7.9%
$86.4 - $99.09 $62.5K - $71.6K
8.43K $801K
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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