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Keating Investment Counselors Inc

KEATING INVESTMENT COUNSELORS INC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001020580
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameKEATING INVESTMENT COUNSELORS INC
Ticker–
CIK0001020580

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Geschäftsadresse101 S.E. 6TH AVE SUITE A, 33483 DELRAY BEACH, FL
Telefon5612787862
EIN (IRS)00-0000000

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
MORGAN STANLEY30.458.772030.458.7722.791.242.015Neu+100,0%
BANK OF AMERICA CORP /DE/18.872.546018.872.5461.729.480.159Neu+100,0%
LPL Financial LLC16.776.336016.776.3361.537.383.438Neu+100,0%
UBS Group AG8.301.10108.301.101760.712.896Neu+100,0%
WELLS FARGO & COMPANY/MN8.195.30208.195.302751.017.476Neu+100,0%
ROYAL BANK OF CANADA8.064.08108.064.081738.993.000Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC7.296.19107.296.191668.622.952Neu+100,0%
RAYMOND JAMES FINANCIAL INC5.379.91305.379.913493.015.286Neu+100,0%
AQR CAPITAL MANAGEMENT LLC4.994.28304.994.283457.676.079Neu+100,0%
STIFEL FINANCIAL CORP4.797.90104.797.901439.679.449Neu+100,0%
IEQ CAPITAL, LLC4.777.19904.777.199437.782.572Neu+100,0%
3EDGE Asset Management, LP4.705.2707.790.161-3.084.891431.190.943Reduziert-39,6%
ASSETMARK, INC4.600.2595.707.321-1.107.062421.567.754Reduziert-19,4%
Cetera Investment Advisers4.348.95104.348.951398.537.889Neu+100,0%
Capital Wealth Planning, LLC3.982.24803.982.248364.933.223Neu+100,0%
Cambridge Investment Research Advisors, Inc.3.916.4982.648.9171.267.581358.908.000Aufgestockt+47,9%
CAPTRUST FINANCIAL ADVISORS3.886.56103.886.561356.164.447Neu+100,0%
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.3.564.35803.564.358325.063.973Neu+100,0%
WESTWOOD HOLDINGS GROUP INC3.507.81803.507.818321.456.442Neu+100,0%
AMERIPRISE FINANCIAL INC2.937.11602.937.116269.162.483Neu+100,0%
Capital International Investors2.911.06602.911.066266.770.057Neu+100,0%
CWM, LLC2.630.82802.630.828241.089.081Neu+100,0%
OSAIC HOLDINGS, INC.2.398.27802.398.278219.812.732Neu+100,0%
OPPENHEIMER ASSET MANAGEMENT INC.2.293.05202.293.052210.135.285Neu+100,0%
Counterpoint Mutual Funds LLC2.206.43602.206.436202.197.795Neu+100,0%
Composition Wealth, LLC2.168.4591.995.891172.568198.717.553Aufgestockt+8,6%
Ashton Thomas Private Wealth, LLC2.150.2731.917.892232.381197.051.041Aufgestockt+12,1%
Horizon Investments, LLC2.106.47202.106.472191.920.664Neu+100,0%
AGF MANAGEMENT LTD2.042.04902.042.049187.133.370Neu+100,0%
MONETA GROUP INVESTMENT ADVISORS LLC1.746.81701.746.817160.078.302Neu+100,0%
Impact Partnership Wealth, LLC1.688.043186.8841.501.159154.692.288Aufgestockt+803,3%
Richard Bernstein Advisors LLC1.592.65201.592.652145.952.377Neu+100,0%
MBL Wealth, LLC1.518.0421.318.642199.400139.113.412Aufgestockt+15,1%
Rockefeller Capital Management L.P.1.507.14701.507.147138.115.056Neu+100,0%
Equitable Holdings, Inc.1.449.05501.449.055132.430.450Neu+100,0%
Creative Planning1.410.92101.410.921129.296.793Neu+100,0%
First Eagle Investment Management, LLC1.363.41001.363.410124.942.854Neu+100,0%
KEATING INVESTMENT COUNSELORS INC3.468.2133.494.359-26.146122.080.150Reduziert-0,7%
Dakota Wealth Management1.296.09401.296.094118.774.044Neu+100,0%
ArrowMark Colorado Holdings LLC1.270.02301.270.023116.384.908Neu+100,0%
Sandhill Capital Partners LLC1.256.31301.256.313115.128.498Neu+100,0%
TRUIST FINANCIAL CORP1.193.5581.138.50055.058109.377.639Aufgestockt+4,8%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.183.91201.183.912108.493.703Neu+100,0%
Mariner, LLC1.179.43701.179.437108.083.618Neu+100,0%
SPROTT INC.1.100.998878.051222.947100.895.440Aufgestockt+25,4%
FOUNDATIONS INVESTMENT ADVISORS, LLC1.083.61801.083.61899.302.766Neu+100,0%
Permanens Capital L.P.987.7820987.78290.520.342Neu+100,0%
NATIONAL BANK OF CANADA /FI/944.2190944.21986.528.222Neu+100,0%
BlackRock, Inc.935.2380935.23885.705.260Neu+100,0%
Private Advisor Group, LLC881.426886.723-5.29780.773.879Reduziert-0,6%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
3EDGE Asset Management, LP4.705.2707.790.161-39,6%431.190.9437,1022 %12 Q
ASSETMARK, INC4.600.2595.707.321-19,4%421.567.7546,94100 %17 Q
Cambridge Investment Research Advisors, Inc.3.916.4982.648.917+47,9%358.908.0005,91–17 Q
Composition Wealth, LLC2.168.4591.995.891+8,6%198.717.5533,27100 %17 Q
Ashton Thomas Private Wealth, LLC2.150.2731.917.892+12,1%197.051.0413,24100 %17 Q
Impact Partnership Wealth, LLC1.688.043186.884+803,3%154.692.2882,550 %13 Q
MBL Wealth, LLC1.518.0421.318.642+15,1%139.113.4122,2927 %17 Q
KEATING INVESTMENT COUNSELORS INC3.468.2133.494.359-0,7%122.080.1502,0199 %15 Q
TRUIST FINANCIAL CORP1.193.5581.138.500+4,8%109.377.6391,8070 %17 Q
SPROTT INC.1.100.998878.051+25,4%100.895.4401,66100 %17 Q
Private Advisor Group, LLC881.426886.723-0,6%80.773.8791,330 %17 Q
AXXCESS WEALTH MANAGEMENT, LLC830.390833.469-0,4%76.096.9341,250 %17 Q
COMMONWEALTH EQUITY SERVICES, LLC786.316644.277+22,0%72.058.0001,19–17 Q
Verdence Capital Advisors LLC724.608587.776+23,3%66.403.0781,0937 %15 Q
Howard Capital Management, LLC698.50912.760.579-94,5%64.011.3921,05100 %17 Q
Atria Investments, Inc679.7711.256.192-45,9%62.294.2331,030 %17 Q
Merit Financial Group, LLC677.106517.551+30,8%62.049.9931,020 %15 Q
Brookstone Capital Management662.930725.320-8,6%60.750.9161,000 %17 Q
Mirae Asset Global Investments Co., Ltd.613.230691.000-11,3%56.196.3970,92100 %9 Q
Capital Investment Advisory Services, LLC550.727609.138-9,6%50.468.6160,830 %16 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.61668,56.076
31.03.2026✓1.296321,329.231
31.12.2025✓1.217249,722.268
30.09.2025✓1.162239,821.821
30.06.2025✓1.153255,523.234
31.03.2025✓1.138242,122.235

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Counterpoint Mutual Funds LLC2.206.436202.197.795
Perigon Wealth Management, LLC696.07763.788.459
Proficio Capital Partners LLC496.43045.492.845
GEORGE KAISER FAMILY FOUNDATION495.33345.392.362
TritonPoint Partners, LLC361.94633.168.705
Donoghue Forlines LLC343.45531.474.216
PARK AVENUE SECURITIES LLC304.97227.948.000
Marshall Financial Group, LLC299.70327.464.766
Constant Guidance Financial LLC282.59425.896.923
USA FINANCIAL FORMULAS253.56323.236.513

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
Howard Capital Management, LLC12.760.57912.057.490+1714.9 %1.169.379.464
MORGAN STANLEY30.458.7726.642.801+27.9 %2.791.242.015
3EDGE Asset Management, LP7.790.1615.342.129+218.2 %713.890.312
ASSETMARK, INC5.707.3214.246.874+290.8 %523.018.914
ENVESTNET ASSET MANAGEMENT INC7.296.1914.235.117+138.4 %668.622.952
LPL Financial LLC16.776.3363.601.119+27.3 %1.537.383.438
WESTWOOD HOLDINGS GROUP INC3.507.8183.370.946+2462.8 %321.456.442
BANK OF AMERICA CORP /DE/18.872.5462.438.044+14.8 %1.729.480.159
Horizon Investments, LLC2.106.4722.037.332+2946.7 %191.920.664
Richard Bernstein Advisors LLC1.592.6521.592.648+39816200.0 %145.952.377

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
Corient Private Wealth LLC255.349-4.153.664-94.2 %23.384.559
Impact Partnership Wealth, LLC186.884-976.912-83.9 %17.126.072
BANK OF MONTREAL /CAN/337.232-948.983-73.8 %30.903.900
Capital Wealth Planning, LLC3.982.248-826.097-17.2 %364.933.223
Gotham Asset Management, LLC600.614-802.364-57.2 %55.040.267
BlackRock, Inc.935.238-651.978-41.1 %85.705.260
EAGLE CAPITAL MANAGEMENT LLC262.612-618.365-70.2 %24.065.737
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.516.013-543.695-51.3 %47.287.477
Randolph Co Inc527.354-439.762-45.5 %48.326.695
Nutshell Asset Management Ltd22.106-317.894-93.5 %2.025.794

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