Dakota Wealth Management Closed Holding Positions

Dakota Wealth Management

  • $4.35 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Wealthbridge Acquisition LTD
Q1 2020 Filed on Apr 29, 2020
19,775
N/A
EPR
Epr Properties

Real Estate
Q1 2020 Filed on Apr 29, 2020
12,485
$13.92 - $73.17 $174K - $914K
Graf Indl Corp
Q1 2020 Filed on Apr 29, 2020
100,950
N/A
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2020 Filed on Apr 29, 2020
12,689
$84.26 - $132.57 $1.07M - $1.68M
EWJ
Ishares Msci Japan ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
3,852
$43.22 - $60.05 $166K - $231K
Pure Acquisition Corp
Q1 2020 Filed on Apr 29, 2020
50,200
N/A
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2020 Filed on Apr 29, 2020
4,120
$41.02 - $59.59 $169K - $246K
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
Q1 2020 Filed on Apr 29, 2020
43,030
$8.98 - $11.97 $386K - $515K
Raytheon CO
Q1 2020 Filed on Apr 29, 2020
1,857
N/A
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2020 Filed on Apr 29, 2020
8,833
$37.68 - $74.06 $333K - $654K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2020 Filed on Apr 29, 2020
35,468
$10.01 - $15.25 $355K - $541K
Amci Acquisition Corp
Q1 2020 Filed on Apr 29, 2020
91,350
N/A
Cf Fin Acquisition Corp
Q1 2020 Filed on Apr 29, 2020
26,325
N/A
Iac Interactivecorp
Q1 2020 Filed on Apr 29, 2020
1,100
N/A
Ingersoll Rand PLC
Q1 2020 Filed on Apr 29, 2020
6,417
N/A
Tuscan Holdings Corp
Q1 2020 Filed on Apr 29, 2020
23,725
N/A
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q1 2020 Filed on Apr 29, 2020
12,073
$23.47 - $34.75 $283K - $420K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2020 Filed on Apr 29, 2020
6,597
$20.48 - $38.6 $135K - $255K
Tortoise Acquisition Corp
Q1 2020 Filed on Apr 29, 2020
16,700
N/A
Landcadia Hldgs Ii Inc
Q1 2020 Filed on Apr 29, 2020
64,318
N/A
Hennessy Cap Acqustion Corp
Q1 2020 Filed on Apr 29, 2020
30,000
N/A
Gigcapital2 Inc
Q1 2020 Filed on Apr 29, 2020
95,500
N/A
Diamondpeak Hldgs Cor
Q1 2020 Filed on Apr 29, 2020
12,500
N/A
Acamar Partners Acqsition CO
Q1 2020 Filed on Apr 29, 2020
37,361
N/A
Trine Acquisition Corp
Q1 2020 Filed on Apr 29, 2020
11,250
N/A
Opes Acquisition Corp
Q1 2020 Filed on Apr 29, 2020
19,450
N/A
Schultze Spl Purp Acqustn CO
Q1 2020 Filed on Apr 29, 2020
21,525
N/A
IWS
Ishares Russell Midcap Value E

ETFs
Q1 2020 Filed on Apr 29, 2020
2,206
$54.38 - $96.81 $120K - $214K
Boxwood Merger Corp
Q1 2020 Filed on Apr 29, 2020
61,125
N/A
Legacy Acquisition Corp
Q4 2019 Filed on Feb 06, 2020
24,650
N/A
Lazard World Divid & Income
Q4 2019 Filed on Feb 06, 2020
12,265
N/A
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q4 2019 Filed on Feb 06, 2020
5,403
$38.02 - $42.4 $205K - $229K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q4 2019 Filed on Feb 06, 2020
20,357
$15.3 - $16.69 $311K - $340K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q4 2019 Filed on Feb 06, 2020
14,824
$14.59 - $15.28 $216K - $227K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
Q4 2019 Filed on Feb 06, 2020
3,731
$71.54 - $77.71 $267K - $290K
Provident Bancorp Inc
Q4 2019 Filed on Feb 06, 2020
11,500
N/A
Chaserg Technlgy Acquisitn C
Q4 2019 Filed on Feb 06, 2020
25,825
N/A
B Riley Principal Merger Cor
Q4 2019 Filed on Feb 06, 2020
33,033
N/A
Bb&T Corp
Q4 2019 Filed on Feb 06, 2020
6,170
N/A
MNP
Western Asset Municipal Partners Fund Inc.

Financial Services
Q3 2019 Filed on Nov 14, 2019
20,483
$14.76 - $15.7 $302K - $322K
Blackstone Group L P
Q3 2019 Filed on Nov 14, 2019
8,056
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
6,100
$110.45 - $156.36 $674K - $954K
DORM
Dorman Products, Inc.

Consumer Cyclical
Q3 2019 Filed on Nov 14, 2019
5,450
$69.01 - $87.99 $376K - $480K
CHD
Church & Dwight CO Inc

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
29,883
$71.58 - $80.28 $2.14M - $2.4M
FOXA
Fox Corp

Communication Services
Q3 2019 Filed on Nov 14, 2019
6,091
$31.44 - $37.82 $192K - $230K
FMN
Federated Hermes Premier Municipal Income Fund

Financial Services
Q3 2019 Filed on Nov 14, 2019
11,024
$13.71 - $14.19 $151K - $156K
FAST
Fastenal CO

Industrials
Q3 2019 Filed on Nov 14, 2019
9,314
$28.56 - $33.64 $266K - $313K
Thunder Bridge Acquisition L
Q2 2019 Filed on Aug 07, 2019
14,275
N/A
BKN
Blackrock Investment Quality Municipal Trust, Inc.

Financial Services
Q2 2019 Filed on Aug 07, 2019
27,100
$14.15 - $15.0 $383K - $407K
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