D.A. DAVIDSON & Overview
D.a. Davidson & Company . is an investment advisor that manages 9.7 BN dollars in regulatory AUM and has 1270 employees, of which 409 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 8BN in positions, representing 88% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 8BN in positions, representing 88% of the manager's regulatory AUM.
D.A. DAVIDSON & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
D.A. DAVIDSON & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VTV | 7.95% | ETF | -4.31% | -0.62% | 1 | 13% | ||
| VUG | 4.7% | ETF | 14.12% | 0.42% | 1 | 8% | ||
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FEATURED IN
D.A. DAVIDSON & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Ian Bruce Davidson | Chairman Emeritus | November-2004 |
| William Adam Jr Johnstone | Chairman & Chief Executive Officer, Director | November-2004 |
| Thomas Steven Nelson | Svp, Chief Financial Officer, Director | December-2008 |
| Lawrence Todd Martinez | Svp, General Counsel, Chief Administrative Officer | January-2007 |
| Douglas Arthur Woodcock | President Of Equity Capital Markets | October-2007 |
| Samuel Charles Doyle | President Of Fixed Income Capital Markets | October-2007 |
| James Patrick Kerr | President D.A. Davidson Companies, Director | January-2012 |
| Timothy George Austin | Svp, Chief Operations Officer | December-2008 |
| Wesley Dean Hall | Chief Compliance Officer | October-2012 |
| Michael Joseph Purpura | President, Individual Investor Group, Director | October-2014 |
| Donald Warren Jr Crowell | Director | August-2013 |
D.A. DAVIDSON & Brokers, Custodians, Auditors and Administrators
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D.A. DAVIDSON & Investment Strategy
Item 8 Client Contact with
Portfolio Managers
D.A. Davidson does not place any restrictions on clients who wish to contact or consult with Portfolio Managers managing their accounts. D.A. Davidson encourages clients to discuss their
accounts with their Financial Advisor. Typically, the
Financial Advisor serves as the communication conduit between the client and the manager.
Item 9 Additional Information
...
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Portfolio Managers
D.A. Davidson does not place any restrictions on clients who wish to contact or consult with Portfolio Managers managing their accounts. D.A. Davidson encourages clients to discuss their
accounts with their Financial Advisor. Typically, the
Financial Advisor serves as the communication conduit between the client and the manager.
Item 9 Additional Information
...
Unlock Full Investment Process Description
D.A. DAVIDSON & Portfolio Concentration
D.A. DAVIDSON & Location
8 THIRD STREET NORTH
GREAT FALLS, Montana
UNITED STATES, 59401
GREAT FALLS, Montana
UNITED STATES, 59401
D.A. DAVIDSON & Contact Information
Phone Number: 406-727-4200
Fax Number: 406-791-7380
Website: null
Fax Number: 406-791-7380
Website: null
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