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D L Carlson Investment Group Inc

D L CARLSON INVESTMENT GROUP INC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001021117
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameD L CARLSON INVESTMENT GROUP INC
Ticker–
CIK0001021117

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Geschäftsadresse2 CAPITAL PLAZA, SUITE 404, 03301-4334 CONCORD, NH
Telefon603-224-5977
EIN (IRS)02-0431934

Listing & Historie

Fiskaljahr-Ende31.12.

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 2699 von typischerweise 8392 Fonds (32 %) 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
BANK OF AMERICA CORP /DE/4.083.74104.083.741554.245.248Neu+100,0%
MORGAN STANLEY3.481.19603.481.196472.468.133Neu+100,0%
LPL Financial LLC3.317.66203.317.662450.273.006Neu+100,0%
UBS Group AG1.551.93301.551.933210.628.347Neu+100,0%
WELLS FARGO & COMPANY/MN1.406.34301.406.343190.868.818Neu+100,0%
ROYAL BANK OF CANADA1.282.00301.282.003173.992.000Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC1.190.57101.190.571161.584.269Neu+100,0%
JONES FINANCIAL COMPANIES LLLP1.046.43701.046.437141.108.504Neu+100,0%
BNP PARIBAS FINANCIAL MARKETS1.003.43901.003.439136.186.741Neu+100,0%
RAYMOND JAMES FINANCIAL INC968.3810968.381131.428.633Neu+100,0%
AMERIPRISE FINANCIAL INC902.1420902.142122.440.486Neu+100,0%
CITADEL ADVISORS LLC859.7000859.700116.678.484Neu+100,0%
SECURIAN ASSET MANAGEMENT, INC3.569.010713.8022.855.208100.824.533Aufgestockt+400,0%
BlackRock, Inc.686.6660686.66693.194.247Neu+100,0%
M&T BANK CORP660.0090660.00989.576.422Neu+100,0%
Cetera Investment Advisers650.1630650.16388.240.101Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC625.9890625.98984.959.287Neu+100,0%
TRUIST FINANCIAL CORP576.7250576.72578.273.173Neu+100,0%
FMR LLC567.3370567.33776.999.001Neu+100,0%
LBMC INVESTMENT ADVISORS, LLC458.4000458.40062.214.064Neu+100,0%
Allianz Asset Management GmbH457.4000457.40062.078.328Neu+100,0%
Mariner, LLC451.5180451.51861.277.616Neu+100,0%
OSAIC HOLDINGS, INC.370.0290370.02950.235.016Neu+100,0%
Steward Partners Investment Advisory, LLC310.3000310.30042.113.994Neu+100,0%
MML INVESTORS SERVICES, LLC304.6580304.65841.348.221Neu+100,0%
Private Advisor Group, LLC1.361.188257.0271.104.16137.310.180Aufgestockt+429,6%
Townsend & Associates, Inc1.311.868264.1191.047.74936.968.435Aufgestockt+396,7%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO258.9680258.96835.147.136Neu+100,0%
ALLIANCEBERNSTEIN L.P.282.7460282.74634.384.741Neu+100,0%
IFP Advisors, Inc1.219.092126.0721.093.02033.415.312Aufgestockt+867,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP244.6920244.69233.209.598Neu+100,0%
SBI Securities Co., Ltd.1.180.822240.991939.83132.366.331Aufgestockt+390,0%
REGIMEN WEALTH, LLC235.3820235.38231.943.753Neu+100,0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.151.334223.646927.68831.891.958Aufgestockt+414,8%
Kestra Advisory Services, LLC204.8730204.87327.805.391Neu+100,0%
Rockefeller Capital Management L.P.202.0130202.01327.417.243Neu+100,0%
Advisory Services Network, LLC197.2500197.25026.770.819Neu+100,0%
Wharton Business Group, LLC192.4380192.43826.117.685Neu+100,0%
VAUGHAN & Co SECURITIES, INC.181.6620181.66224.655.228Neu+100,0%
Simmons Bank176.1840176.18423.911.423Neu+100,0%
Atwater Malick LLC860.904141.303719.60123.597.379Aufgestockt+509,3%
HB Wealth Management, LLC168.1140168.11422.816.536Neu+100,0%
FIFTH THIRD BANCORP167.9590167.95922.795.425Neu+100,0%
STIFEL FINANCIAL CORP165.1150165.11522.409.166Neu+100,0%
Kohmann Bosshard Financial Services, LLC163.7580163.75822.225.195Neu+100,0%
Waverly Advisors, LLC161.4580161.45821.913.080Neu+100,0%
PRUDENTIAL PLC157.0000157.00021.308.040Neu+100,0%
Cerity Partners LLC156.1530156.15321.193.048Neu+100,0%
SWEENEY & MICHEL, LLC156.3690156.36921.012.841Neu+100,0%
Creative Planning153.2600153.26020.800.448Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 2699 von typischerweise 8392 Fonds (32 %) 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
SECURIAN ASSET MANAGEMENT, INC3.569.010713.802+400,0%100.824.53314,08–17 Q
Private Advisor Group, LLC1.361.188257.027+429,6%37.310.1805,210 %17 Q
Townsend & Associates, Inc1.311.868264.119+396,7%36.968.4355,160 %17 Q
IFP Advisors, Inc1.219.092126.072+867,0%33.415.3124,67100 %17 Q
SBI Securities Co., Ltd.1.180.822240.991+390,0%32.366.3314,52100 %7 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.151.334223.646+414,8%31.891.9584,4521 %12 Q
Atwater Malick LLC860.904141.303+509,3%23.597.3793,300 %17 Q
McElhenny Sheffield Capital Management, LLC620.7150+100,0%17.013.8022,380 %2 Q
Lantz Financial LLC585.336114.530+411,1%16.044.0592,240 %17 Q
Adirondack Capital Advisors, LLC570.043110.051+418,0%15.624.8692,18100 %3 Q
COURIER CAPITAL LLC477.33593.229+412,0%13.083.7521,830 %6 Q
Base Wealth Management LLC380.20770.642+438,2%10.421.4621,46100 %6 Q
Financial Perspectives, Inc374.18774.831+400,0%10.256.4791,430 %17 Q
Maltin Wealth Management, Inc.349.06163.898+446,3%9.567.7571,34100 %17 Q
Envestnet Portfolio Solutions, Inc.296.32046.611+535,7%8.122.1311,13100 %12 Q
Farther Finance Advisors, LLC293.87060.491+385,8%8.056.0221,120 %15 Q
DAVENPORT & Co LLC285.061244.482+16,6%7.813.5351,09100 %17 Q
Gray Private Wealth, LLC278.64953.463+421,2%7.637.7601,07100 %10 Q
OLD NATIONAL BANCORP /IN/273.54055.730+390,8%7.497.7301,0572 %17 Q
Foundry Financial Group, Inc.254.21048.632+422,7%6.967.8960,970 %11 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.30427,2720
31.03.2026✓84247,56.169
31.12.2025✓80349,65.821
30.09.2025✓78149,56.100
30.06.2025✓74941,14.776
31.03.2025✓75943,64.923

Top 10 Neueinsteiger

FondsAnteileWert (USD)
PRUDENTIAL PLC157.00021.308.040
Quadrature Capital Ltd73.2359.939.454
Accurate Wealth Management, LLC47.0306.301.079
TUDOR INVESTMENT CORP ET AL36.5224.956.766
XTX Topco Ltd24.4943.324.326
PlanVest Financial, Inc22.1393.004.743
ASHTON THOMAS SECURITIES, LLC20.2702.751.044
Beacon Pointe Advisors, LLC18.5382.515.983
Calamos Advisors LLC18.2112.471.597
Apex Wealth Management, LLC17.2342.339.063

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
BNP PARIBAS FINANCIAL MARKETS1.003.439402.805+67.1 %136.186.741
Allianz Asset Management GmbH457.400391.700+596.2 %62.078.328
LPL Financial LLC3.317.662385.695+13.2 %450.273.006
ENVESTNET ASSET MANAGEMENT INC1.190.571292.568+32.6 %161.584.269
JONES FINANCIAL COMPANIES LLLP1.046.437174.957+20.1 %141.108.504
FIFTH THIRD BANCORP167.959164.704+5060.0 %22.795.425
Private Advisor Group, LLC257.027148.942+137.8 %34.883.604
Cetera Investment Advisers650.163109.151+20.2 %88.240.101
DIVERSIFY WEALTH MANAGEMENT, LLC116.175102.644+758.6 %3.139.037
SYKON CAPITAL LLC104.488101.788+3769.9 %14.181.142

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
Auto-Owners Insurance Co23.800-2.870.518-99.2 %3.230.136
BANK OF AMERICA CORP /DE/4.083.741-432.852-9.6 %554.245.248
WELLS FARGO & COMPANY/MN1.406.343-140.268-9.1 %190.868.818
Corient Private Wealth LLC47.783-82.285-63.3 %6.433.426
IFP Advisors, Inc126.072-67.284-34.8 %17.110.492
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC223.646-43.107-16.2 %29.966.303
SECURIAN ASSET MANAGEMENT, INC713.802-41.000-5.4 %96.877.207
Townsend & Associates, Inc264.119-40.518-13.3 %35.077.704
LEVEL FOUR ADVISORY SERVICES, LLC25.383-28.581-53.0 %3.445.019
M&T BANK CORP660.009-27.561-4.0 %89.576.422

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