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D.A. Davidson Companies — Institutional Investor Profile | Buyside Digest

D.A. Davidson Companies

Institutional Investor

Value

—

Stocks

0 Stocks

Turnover

N/A

CIK

SEC FilingsEDGAR ↗

Top Holdings

N/A

About Investor

Andrew Davidson serves as President and has been associated with D.A. Davidson & Co. since March 26, 1993, and with Davidson Investment Advisors, Inc. since January 1, 1995, holding CRD# 2095600. Edward Crotty, CFA, serves as Chief Investment Officer & Portfolio Manager, while Heather Kubas, CFA, operates as Chief Operating Officer & Chief Compliance Officer. The leadership team also includes Bryn Hagfors as Director of Business Development, along with other senior vice presidents and portfolio managers. The management team operates within D.A. Davidson Companies, an employee-owned financial services holding company founded in 1935 that employs nearly 630 staff serving over 35,000 individual and institutional clients. The firm operates under comprehensive regulatory oversight and fiduciary responsibilities.

Investor Philosophy

Investment philosophy details pending verification.

D.A. Davidson Companies Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Shares	Weight	Chg Shares	% Chg
Global Strategy & Macro Focus — Non-13F Equity Manager D.A. Davidson Companies operates primarily in global macro instruments, foreign exchange, sovereign debt, or private concentrated strategies that fall outside standard U.S. SEC Form 13F equity reporting thresholds.

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Sector	Stocks	Value	Exposure
No sector exposure available.