Dakota Wealth Management

Q4 2023 13F Detailed Holdings

Location
Palm Beach Gardens, FL
Holdings as of
12/31/2023
Value ($000)
$2,574,530
Num holdings
657
Date filed
1/30/2024
Form type
13F-HR
Prev filing
10/23/2023
Next filing
4/24/2024
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Hudson Edge Investment Partners Inc
2 Natixis Advisors, L.P.
3 Karpus Management, Inc.
4 Chartwell Investment Partners
5 Boston Partners Securities, L.L.C.
6 Polen Capital Management LLC
7 Ziegler Capital Management, LLC
8 WCM Investment Management, LLC
9 First Fiduciary Investment Counsel, Inc.
10 Brown Advisory LLC
11 Clearbridge Investments, LLC
12 Sadoff Investment Management LLC
13 Eagle Asset Management Inc.
14 Renaissance Group LLC
15 Schafer Cullen Capital Management Inc
16 Lazard Asset Management LLC