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Keating Investment Counselors Inc

KEATING INVESTMENT COUNSELORS INC
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Ticker–Börse–
ISIN–CIK0001020580
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Unternehmen & Branche

NameKEATING INVESTMENT COUNSELORS INC
Ticker
CIK0001020580

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
MORGAN STANLEY30.458.77223.815.9716.642.8012.791.242.015Aufgestockt+27,9%
BANK OF AMERICA CORP /DE/18.872.54616.434.5022.438.0441.729.480.159Aufgestockt+14,8%
LPL Financial LLC16.776.33613.175.2173.601.1191.537.383.438Aufgestockt+27,3%
Howard Capital Management Inc.12.760.579703.08912.057.4901.169.379.464Aufgestockt+1714,9%
UBS Group AG8.301.1018.198.104102.997760.712.896Aufgestockt+1,3%
WELLS FARGO & COMPANY/MN8.195.3026.985.1421.210.160751.017.476Aufgestockt+17,3%
ROYAL BANK OF CANADA8.064.0818.168.135-104.054738.993.000Reduziert-1,3%
3EDGE Asset Management, LP7.790.1612.448.0325.342.129713.890.312Aufgestockt+218,2%
ENVESTNET ASSET MANAGEMENT INC7.296.1913.061.0744.235.117668.622.952Aufgestockt+138,4%
ASSETMARK, INC5.707.3211.460.4474.246.874523.018.914Aufgestockt+290,8%
RAYMOND JAMES FINANCIAL INC5.379.9134.186.2421.193.671493.015.286Aufgestockt+28,5%
AQR CAPITAL MANAGEMENT LLC4.994.2834.617.074377.209457.676.079Aufgestockt+8,2%
STIFEL FINANCIAL CORP4.797.9014.663.447134.454439.679.449Aufgestockt+2,9%
IEQ CAPITAL, LLC4.777.1994.010.468766.731437.782.572Aufgestockt+19,1%
Cetera Investment Advisers4.348.9512.861.3811.487.570398.537.889Aufgestockt+52,0%
Capital Wealth Planning, LLC3.982.2484.808.345-826.097364.933.223Reduziert-17,2%
CAPTRUST FINANCIAL ADVISORS3.886.5613.942.405-55.844356.164.447Reduziert-1,4%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.3.564.3582.741.333823.025325.063.973Aufgestockt+30,0%
WESTWOOD HOLDINGS GROUP INC3.507.818136.8723.370.946321.456.442Aufgestockt+2462,8%
AMERIPRISE FINANCIAL INC2.937.1161.468.2071.468.909269.162.483Aufgestockt+100,0%
Capital International Investors2.911.0663.190.426-279.360266.770.057Reduziert-8,8%
CWM, LLC2.630.8282.471.078159.750241.089.081Aufgestockt+6,5%
OSAIC HOLDINGS, INC.2.398.2782.233.352164.926219.812.732Aufgestockt+7,4%
OPPENHEIMER ASSET MANAGEMENT INC.2.293.0522.305.631-12.579210.135.285Reduziert-0,5%
Counterpoint Mutual Funds LLC2.206.43602.206.436202.197.795Neu+100,0%
Horizon Investments, LLC2.106.47269.1402.037.332191.920.664Aufgestockt+2946,7%
AGF MANAGEMENT LTD2.042.0491.428.135613.914187.133.370Aufgestockt+43,0%
Composition Wealth, LLC1.995.8911.570.243425.648182.903.466Aufgestockt+27,1%
Ashton Thomas Private Wealth, LLC1.917.8921.997.439-79.547175.755.599Reduziert-4,0%
MONETA GROUP INVESTMENT ADVISORS LLC1.746.8171.554.738192.079160.078.302Aufgestockt+12,4%
Concurrent Investment Advisors, LLC1.697.549212.9211.484.628155.563.415Aufgestockt+697,3%
Richard Bernstein Advisors LLC1.592.65241.592.648145.952.377Aufgestockt+39816200,0%
Rockefeller Capital Management L.P.1.507.1471.540.704-33.557138.115.056Reduziert-2,2%
KEATING INVESTMENT COUNSELORS INC3.494.3593.430.78663.573133.687.549Aufgestockt+1,9%
Equitable Holdings, Inc.1.449.055359.7431.089.312132.430.450Aufgestockt+302,8%
Creative Planning1.410.9211.395.03815.883129.296.793Aufgestockt+1,1%
First Eagle Investment Management, LLC1.363.410712.283651.127124.942.854Aufgestockt+91,4%
MBL Wealth, LLC1.318.6421.098.043220.599120.840.355Aufgestockt+20,1%
Dakota Wealth Management1.296.0941.224.45971.635118.774.044Aufgestockt+5,9%
ArrowMark Colorado Holdings LLC1.270.0231.413.002-142.979116.384.908Reduziert-10,1%
Sandhill Capital Partners LLC1.256.313990.791265.522115.128.498Aufgestockt+26,8%
Atria Investments, Inc1.256.192182.1101.074.082115.117.404Aufgestockt+589,8%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.183.9121.056.438127.474108.493.703Aufgestockt+12,1%
Mariner, LLC1.179.437878.240301.197108.083.618Aufgestockt+34,3%
TRUIST FINANCIAL CORP1.138.500907.445231.055104.332.129Aufgestockt+25,5%
FOUNDATIONS INVESTMENT ADVISORS, LLC1.083.618912.502171.11699.302.766Aufgestockt+18,8%
Synergy Asset Management, LLC1.044.993576.488468.50595.763.159Aufgestockt+81,3%
BAILARD, INC.1.016.25764.023952.23493.129.807Aufgestockt+1487,3%
Permanens Capital L.P.987.782664.112323.67090.520.342Aufgestockt+48,7%
NATIONAL BANK OF CANADA /FI/944.219379.729564.49086.528.222Aufgestockt+148,7%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
MORGAN STANLEY30.458.77223.815.971+27,9%2.791.242.0159,7617 Q
BANK OF AMERICA CORP /DE/18.872.54616.434.502+14,8%1.729.480.1596,0414 Q
LPL Financial LLC16.776.33613.175.217+27,3%1.537.383.4385,3717 Q
Howard Capital Management Inc.12.760.579703.089+1714,9%1.169.379.4644,0917 Q
UBS Group AG8.301.1018.198.104+1,3%760.712.8962,6617 Q
WELLS FARGO & COMPANY/MN8.195.3026.985.142+17,3%751.017.4762,6217 Q
ROYAL BANK OF CANADA8.064.0818.168.135-1,3%738.993.0002,5817 Q
3EDGE Asset Management, LP7.790.1612.448.032+218,2%713.890.3122,5011 Q
ENVESTNET ASSET MANAGEMENT INC7.296.1913.061.074+138,4%668.622.9522,3417 Q
ASSETMARK, INC5.707.3211.460.447+290,8%523.018.9141,8317 Q
RAYMOND JAMES FINANCIAL INC5.379.9134.186.242+28,5%493.015.2861,726 Q
AQR CAPITAL MANAGEMENT LLC4.994.2834.617.074+8,2%457.676.0791,607 Q
STIFEL FINANCIAL CORP4.797.9014.663.447+2,9%439.679.4491,5417 Q
IEQ CAPITAL, LLC4.777.1994.010.468+19,1%437.782.5721,5316 Q
Cetera Investment Advisers4.348.9512.861.381+52,0%398.537.8891,3917 Q
Capital Wealth Planning, LLC3.982.2484.808.345-17,2%364.933.2231,2815 Q
CAPTRUST FINANCIAL ADVISORS3.886.5613.942.405-1,4%356.164.4471,2417 Q
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.3.564.3582.741.333+30,0%325.063.9731,1414 Q
WESTWOOD HOLDINGS GROUP INC3.507.818136.872+2462,8%321.456.4421,1214 Q
AMERIPRISE FINANCIAL INC2.937.1161.468.207+100,0%269.162.4830,9417 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓1.280323,928.872
31.12.2025✓1.200281,024.104
30.09.2025✓1.159282,428.272
30.06.2025✓1.148261,822.735
31.03.2025✓1.133257,422.321
31.12.2024✓1.085260,921.570

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Capital Investment Advisory Services, LLC709.76764.858.481
EP Wealth Advisors, LLC520.94047.603.475
Ebert Capital Management Inc.231.86921.250.794
Jacobi Capital Management LLC232.48921.244.722
New Age Alpha Advisors, LLC191.40017.490.132
Arta Finance Wealth Management LLC187.74317.155.955
HighPoint Advisor Group LLC170.32315.564.146
YACKTMAN ASSET MANAGEMENT LP167.89315.342.062
Zinnia Wealth Advisory, LLC143.67613.129.113
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC133.76412.223.592

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
3EDGE Asset Management, LP2.448.0321.244.528+103.4 %223.694.746
Gotham Asset Management, LLC1.402.9781.111.106+380.7 %128.204.130
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.1.059.7081.039.028+5024.3 %96.836.076
IEQ CAPITAL, LLC4.010.468845.816+26.7 %366.476.653
Composition Wealth, LLC1.570.243771.605+96.6 %143.488.849
BANK OF MONTREAL /CAN/1.286.215731.977+132.1 %117.534.305
MONETA GROUP INVESTMENT ADVISORS LLC1.554.738542.365+53.6 %142.071.944
Randolph Co Inc967.116530.150+121.3 %88.375.052
Cambridge Investment Research Advisors, Inc.1.695.724425.185+33.5 %154.955
Valence8 US LP834.451417.200+100.0 %76.252.132

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
TRUIST FINANCIAL CORP907.445-1.918.167-67.9 %82.922.288
ENVESTNET ASSET MANAGEMENT INC3.061.074-1.491.573-32.8 %279.720.904
MORGAN STANLEY23.815.971-990.206-4.0 %2.176.303.562
FOUNDATIONS INVESTMENT ADVISORS, LLC912.502-830.014-47.6 %83.384.399
Synergy Asset Management, LLC576.488-665.247-53.6 %52.679.473
Envestnet Portfolio Solutions, Inc.242.869-384.743-61.3 %22.193.390
CWM, LLC2.471.078-372.732-13.1 %225.807
NorthCoast Asset Management LLC3.296-357.607-99.1 %301.221
Turim 21 Investimentos Ltda.24.066-346.257-93.5 %2.199.151
St. Louis Financial Planners Asset Management, LLC152.474-247.867-61.9 %13.933.150

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