CIK 1631353
Dakota Wealth Management
Institutional 13F holdings & portfolio
Holdings
777
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 751–777 of 777
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CSW | CSW INDUSTRIALS INC | 685 | $100K–$500K | SH |
| CHEC | CHENGHE ACQUISITION III CO | 20K | $100K–$500K | SH |
| SVCC | STELLAR V CAP CORP | 19K | $100K–$500K | SH |
| VTRS | VIATRIS INC | 15K | $100K–$500K | SH |
| FOF | COHEN & STEERS CLOSED-END OP | 14K | $100K–$500K | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 29K | $100K–$500K | SH |
| VNME | VENDOME ACQUISITION CORP I | 18K | $100K–$500K | SH |
| MQY | BLACKROCK MUNIYILD QULT FD I | 15K | $100K–$500K | SH |
| MUE | BLACKROCK MUNIHOLDINGS QUALI | 17K | $100K–$500K | SH |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | 12K | $100K–$500K | SH |
| MIN | MFS INTER INCOME TR | 61K | $100K–$500K | SH |
| F | FORD MTR CO | 11K | $100K–$500K | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 11K | $100K–$500K | SH |
| SPEG | SILVER PEGASUS ACQUISITION C | 12K | $100K–$500K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 13K | $100K–$500K | SH |
| INAC | INDIGO ACQUISITION CORP | 11K | $100K–$500K | SH |
| MQT | BLACKROCK MUNIYIELD QUALITY | 11K | $100K–$500K | SH |
| HYT | BLACKROCK CORPOR HI YLD FD I | 12K | $100K–$500K | SH |
| LKSP | LAKE SUPERIOR ACQUISITION CO | 11K | $100K–$500K | SH |
| ZTR | VIRTUS TOTAL RETURN FD INC | 17K | $100K–$500K | SH |
| ANVS | ANNOVIS BIO INC | 26K | $50K–$100K | SH |
| NAK | NORTHERN DYNASTY MINERALS LT | 39K | $50K–$100K | SH |
| ANIX | ANIXA BIOSCIENCES INC | 15K | $15K–$50K | SH |
| SLDP | SOLID POWER INC | 11K | $15K–$50K | SH |
| LWLG | LIGHTWAVE LOGIC INC | 11K | $15K–$50K | SH |
| — | PENNYMAC CORP | 25K | $15K–$50K | PRN |
| GLDG | GOLDMINING INC | 10K | $1K–$15K | SH |