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Dakota Wealth Management’s Blue Owl Capital OWL Stock Holding History

Dakota Wealth Management’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,264
Closed -$215K – 792
2024
Q4 		$215K Buy
+9,264
New +$212K 0.01% 694

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Bank of America
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IC
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BlackRock
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Morgan Stanley
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Boston Partners
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dakota Wealth Management's OWL Position: Q1 2025 in Review

Dakota Wealth Management sold out of Blue Owl Capital (OWL) in Q1 2025, closing a stake of 9,264 shares — an estimated $215K sold.

Dakota Wealth Management first reported a position in OWL in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 455 funds tracked by Wall St. Rank hold OWL as of Q1 2025.

  • Dakota Wealth Management reported no remaining Blue Owl Capital position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 9,264 Blue Owl Capital shares in Q1 2025, an estimated $215K.
  • Dakota Wealth Management first reported a position in Blue Owl Capital in Q4 2024 and held it in 1 quarter.
  • Dakota Wealth Management's Blue Owl Capital position peaked at $215K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Blue Owl Capital as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.