Dakota Wealth Management Sells in Q3 2024

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
-130
- 3.13%
$233.14 - $263.97 $30.3K - $34.3K
4.02K $1.05M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-335
- 0.14%
$13.7 - $15.35 $4.59K - $5.14K
240K $3.57M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-2.35K
- 6.15%
$22.3 - $26.02 $52.4K - $61.1K
35.8K $932K
CPNG
Coupang, Inc.

Consumer Cyclical
-209
- 0.92%
$19.79 - $24.92 $4.14K - $5.21K
22.5K $551K
DUOL
Duolingo, Inc.

Technology
-19
- 1.65%
$158.85 - $287.54 $3.02K - $5.46K
1.13K $319K
LAMR
Lamar Advertising CO

Real Estate
-345
- 3.83%
$110.9 - $135.58 $38.3K - $46.8K
8.67K $1.16M
LNTH
Lantheus Holdings, Inc.

Healthcare
-74
- 2.36%
$77.7 - $123.62 $5.75K - $9.15K
3.06K $335K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
-5.53K
- 6.65%
$22.14 - $24.83 $122K - $137K
77.7K $1.93M
EEMV
Ishares Msci Emerging Markets

ETFs
-1.01K
- 3.59%
$56.77 - $63.31 $57.3K - $63.9K
27.1K $1.7M
ENB
Enbridge Inc

Energy
-24
- 0.13%
$35.27 - $41.18 $846 - $988
18.4K $747K
PLTR
Palantir Technologies Inc.

Technology
-28.1K
- 29.3%
$24.09 - $37.95 $678K - $1.07M
67.9K $2.53M
WEC
Wec Energy Group, Inc.

Utilities
-337
- 4.74%
$77.68 - $96.19 $26.2K - $32.4K
6.77K $651K
HSIC
Henry Schein Inc

Healthcare
-299
- 2.15%
$63.92 - $73.22 $19.1K - $21.9K
13.6K $994K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-4.47K
- 7.71%
$15.15 - $19.2 $67.8K - $85.9K
53.5K $995K
VOX
Vanguard Communication Service

ETFs
-300
- 1.41%
$129.82 - $145.39 $38.9K - $43.6K
20.9K $3.04M
CCI
Crown Castle International Corp

Real Estate
-249
- 3.56%
$95.29 - $120.24 $23.7K - $29.9K
6.75K $800K
ITT
Itt Inc.

Industrials
-508
- 5.35%
$125.05 - $150.55 $63.5K - $76.5K
8.99K $1.34M
A
Agilent Technologies, Inc.

Healthcare
-11
- 0.17%
$125.42 - $148.48 $1.38K - $1.63K
6.37K $945K
ADP
Automatic Data Processing Inc

Industrials
-26
- 0.78%
$233.44 - $279.45 $6.07K - $7.27K
3.29K $910K
COLB
Columbia Banking System, Inc.

Financial Services
-1.29K
- 5.22%
$19.13 - $26.99 $24.6K - $34.8K
23.4K $611K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-23
- 0.38%
$256.4 - $289.78 $5.9K - $6.66K
6.03K $1.71M
DVY
Ishares Tr

ETFs
-145
- 1.43%
$119.99 - $135.74 $17.4K - $19.7K
10K $1.35M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-179
- 1.67%
$283.28 - $314.39 $50.7K - $56.3K
10.6K $3.32M
PSTL
Postal Realty Trust, Inc.

Real Estate
-5.93K
- 3.63%
$13.15 - $14.96 $78K - $88.7K
157K $2.31M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-304
- 0.57%
$25.45 - $29.53 $7.74K - $8.98K
53.1K $1.55M
SKYY
First Trust Cloud Computing Et

ETFs
-239
- 1.01%
$86.45 - $102.48 $20.7K - $24.5K
23.4K $2.39M
DOCU
Docusign, Inc.

Technology
-961
- 4.17%
$49.73 - $62.53 $47.8K - $60.1K
22.1K $1.37M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-23
- 0.08%
$75.47 - $83.18 $1.74K - $1.91K
27.3K $2.27M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.31K
- 3.38%
$54.38 - $59.77 $234K - $258K
123K $7.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-84
- 0.2%
$46.9 - $51.96 $3.94K - $4.36K
41.6K $2.14M
VTR
Ventas, Inc.

Real Estate
-4.2K
- 12.44%
$50.88 - $65.33 $213K - $274K
29.5K $1.89M
USB
Us Bancorp \De\

Financial Services
-2.7K
- 5.45%
$39.04 - $47.23 $105K - $127K
46.8K $2.14M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-1.48K
- 11.71%
$80.44 - $110.41 $119K - $164K
11.2K $1.24M
T
At&T Inc.

Communication Services
-1.18K
- 1.68%
$18.21 - $22.28 $21.5K - $26.3K
69.2K $1.52M
PEP
Pepsico Inc

Consumer Defensive
-1.63K
- 1.83%
$161.9 - $179.3 $264K - $292K
87.5K $14.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-3.98K
- 5.41%
$83.76 - $91.82 $333K - $365K
69.5K $6.35M
PFG
Principal Financial Group Inc

Financial Services
-720
- 2.23%
$72.94 - $87.46 $52.5K - $63K
31.6K $2.71M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.82K
- 5.98%
$170.05 - $200.86 $309K - $365K
28.5K $5.72M
AOR
Ishares Tr Core Growth Allocat

ETFs
-1.12K
- 1.29%
$55.15 - $59.31 $61.6K - $66.2K
85.5K $5.07M
GPN
Global Payments Inc

Industrials
-416
- 1.02%
$92.66 - $112.97 $38.5K - $47K
40.4K $4.14M
TRV
Travelers Companies, Inc.

Financial Services
-196
- 2.35%
$201.87 - $242.35 $39.6K - $47.5K
8.14K $1.91M
HSY
Hershey CO

Consumer Defensive
-117
- 0.36%
$182.45 - $203.25 $21.3K - $23.8K
32.2K $6.17M
GBCI
Glacier Bancorp, Inc.

Financial Services
-2.35K
- 5.63%
$36.29 - $47.47 $85.3K - $112K
39.4K $1.8M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.65K
- 3.71%
$88.24 - $99.7 $322K - $364K
94.7K $9.09M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
-112
- 0.78%
$90.98 - $116.58 $10.2K - $13.1K
14.2K $1.62M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-335
- 4.61%
$531.86 - $624.21 $178K - $209K
6.93K $4.28M
ALL
Allstate Corp

Financial Services
-553
- 4.42%
$158.43 - $192.86 $87.6K - $107K
12K $2.27M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-870
- 1.61%
$73.43 - $80.37 $63.9K - $69.9K
53.3K $4.28M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-422
- 1.07%
$332.02 - $382.76 $140K - $162K
39.2K $14.7M
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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