Dakota Wealth Management Sells in Q2 2025

Dakota Wealth Management

  • $4.67 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBN
Icici Bank LTD

Financial Services
-297
- 1.63%
$30.16 - $34.39 $8.96K - $10.2K
18K $603K
USB
Us Bancorp \De\

Financial Services
-2.02K
- 5.15%
$36.4 - $45.76 $73.5K - $92.3K
37.2K $1.68M
ADUS
Addus Home Care Corp

Healthcare
-26
- 1.28%
$96.32 - $118.0 $2.5K - $3.07K
2.01K $231K
MKL
Markel Corp

Financial Services
-1
- 0.39%
$1678.5 - $1997.36 $1.68K - $2K
256 $511K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-550
- 1.2%
$16.37 - $18.59 $9K - $10.2K
45.2K $832K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
-75
- 0.53%
$21.28 - $27.19 $1.6K - $2.04K
14.1K $383K
GD
General Dynamics Corp

Industrials
-87
- 2.7%
$247.68 - $291.66 $21.5K - $25.4K
3.14K $916K
EWG
Ishares Msci Germany ETF

ETFs
-13.4K
- 11.51%
$33.22 - $42.57 $446K - $572K
103K $4.37M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-3
- 0.32%
$283.31 - $388.96 $850 - $1.17K
937 $351K
PRGS
Progress Software Corp

Technology
-91
- 2.09%
$54.68 - $64.66 $4.98K - $5.88K
4.27K $272K
DT
Dynatrace, Inc.

Technology
-600
- 5.38%
$41.21 - $55.9 $24.7K - $33.5K
10.6K $582K
NVS
Novartis Ag

Healthcare
-3
- 0.05%
$101.96 - $121.01 $306 - $363
6.05K $731K
SBLK
Star Bulk Carriers Corp.

Industrials
-5.46K
- 5.75%
$12.66 - $17.4 $69.1K - $95K
89.4K $1.54M
MA
Mastercard Inc

Financial Services
-204
- 1.53%
$479.92 - $590.74 $97.9K - $121K
13.1K $7.36M
PH
Parker Hannifin Corp

Industrials
-33
- 3.15%
$517.23 - $700.54 $17.1K - $23.1K
1.02K $709K
ARES
Ares Management Corp

Financial Services
-179
- 4.45%
$118.04 - $175.83 $21.1K - $31.5K
3.84K $665K
CW
Curtiss Wright Corp

Industrials
-68
- 10.69%
$283.18 - $488.55 $19.3K - $33.2K
568 $277K
ABNB
Airbnb, Inc.

Consumer Cyclical
-149
- 1.97%
$105.69 - $140.64 $15.7K - $21K
7.42K $981K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-165
- 1.11%
$45.98 - $56.15 $7.59K - $9.26K
14.6K $821K
IWV
Ishares Russell 3000 ETF

ETFs
-412
- 6.12%
$281.67 - $351.0 $116K - $145K
6.32K $2.22M
XLY
Select Sector Spdr Consumer Di

ETFs
-2.17K
- 7.72%
$176.34 - $218.59 $383K - $475K
25.9K $5.64M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-98
- 3.11%
$180.84 - $240.32 $17.7K - $23.6K
3.05K $733K
KMI
Kinder Morgan, Inc.

Energy
-4.02K
- 1.56%
$25.21 - $29.4 $101K - $118K
253K $7.45M
EMR
Emerson Electric CO

Industrials
-83
- 1.63%
$94.15 - $133.33 $7.81K - $11.1K
5K $666K
LMT
Lockheed Martin Corp

Industrials
-16
- 0.22%
$430.82 - $486.45 $6.89K - $7.78K
7.33K $3.39M
ROK
Rockwell Automation, Inc

Industrials
-2
- 0.11%
$218.97 - $332.17 $438 - $664
1.8K $598K
ITT
Itt Inc.

Industrials
-562
- 6.84%
$112.67 - $157.95 $63.3K - $88.8K
7.66K $1.2M
STRL
Sterling Construction CO Inc

Industrials
-1.1K
- 32.2%
$104.96 - $231.51 $116K - $256K
2.33K $536K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-121
- 0.31%
$39.89 - $49.46 $4.83K - $5.98K
39.5K $1.95M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-85
- 1.4%
$224.16 - $285.86 $19.1K - $24.3K
5.99K $1.71M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-227
- 1.51%
$70.56 - $92.75 $16K - $21.1K
14.8K $1.33M
VST
Vistra Corp.

Utilities
-226
- 8.37%
$98.07 - $195.04 $22.2K - $44.1K
2.47K $479K
KKR
Kkr & Co. Inc.

Financial Services
-375
- 2.82%
$92.79 - $134.29 $34.8K - $50.4K
12.9K $1.72M
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
-278
- 0.34%
$10.69 - $14.6 $2.97K - $4.06K
81.8K $1.19M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-73
- 0.43%
$152.42 - $182.82 $11.1K - $13.3K
17K $3.11M
VB
Vanguard Small Cap ETF

ETFs
-105
- 0.74%
$193.73 - $237.37 $20.3K - $24.9K
14.1K $3.34M
GLW
Corning Inc

Technology
-1.03K
- 2.71%
$39.07 - $52.59 $40.2K - $54.2K
37K $1.94M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.77K
- 2.51%
$41.79 - $54.16 $74K - $95.9K
68.7K $3.63M
NKE
Nike, Inc.

Consumer Cyclical
-409
- 1.13%
$53.27 - $72.04 $21.8K - $29.5K
35.8K $2.54M
C
Citigroup Inc

Financial Services
-159
- 0.84%
$58.13 - $85.12 $9.24K - $13.5K
18.8K $1.6M
IYW
Ishares Dj Us Tech ETF

ETFs
-36
- 0.44%
$122.57 - $173.27 $4.41K - $6.24K
8.14K $1.41M
MU
Micron Technology Inc

Technology
-2.33K
- 15.33%
$64.72 - $127.91 $151K - $298K
12.9K $1.58M
TGB
Taseko Mines LTD

Basic Materials
-53.8K
- 11.21%
$1.7 - $3.15 $91.4K - $169K
426K $1.34M
IXN
Ishares Global Information Tec

ETFs
-162
- 0.9%
$65.81 - $92.34 $10.7K - $15K
17.8K $1.64M
INTU
Intuit Inc

Technology
-533
- 12.86%
$544.07 - $787.63 $290K - $420K
3.61K $2.84M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-19.1K
- 9.26%
$22.27 - $29.21 $424K - $557K
187K $5.46M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-108
- 0.9%
$468.22 - $566.51 $50.6K - $61.2K
11.9K $6.73M
RTX
Raytheon Technologies Corp

Industrials
-384
- 1.2%
$113.75 - $148.48 $43.7K - $57K
31.6K $4.61M
PNR
Pentair PLC

Industrials
-6.65K
- 9.36%
$76.17 - $103.58 $506K - $688K
64.4K $6.61M
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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