MAI Capital Management

Stammdaten

Unternehmen & Branche

NameMAI Capital Management
Ticker
CIK0001040197

Wertpapier & Kennzahlen

CUSIP
ISIN
Typ

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Fondsaktivität (Vorquartalsvergleich)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Sageworth Trust Co4,366,88304,366,883184,567,468Neu+100,0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC4,985,12204,985,122160,900,303Neu+100,0%
Ancora Advisors LLC2,004,78702,004,78790,902,321Neu+100,0%
ZEVENBERGEN CAPITAL INVESTMENTS LLC362,6250362,62559,838,030Neu+100,0%
BERKSHIRE ASSET MANAGEMENT LLC/PA573,8870573,88727,640,308Neu+100,0%
Azimuth Capital Investment Management LLC313,4710313,47125,983,943Neu+100,0%
CONFLUENCE INVESTMENT MANAGEMENT LLC625,3270625,32715,603,481Neu+100,0%
BBR PARTNERS, LLC214,3240214,32414,484,926Neu+100,0%
Summit Creek Advisors LLC887,0420887,04213,759,977Neu+100,0%
NORTH STAR ASSET MANAGEMENT INC224,3350224,33513,397,611Neu+100,0%
Sageworth Trust Co of South Dakota289,5090289,50912,872,573Neu+100,0%
SVB WEALTH LLC257,3640257,36411,549,356Neu+100,0%
Belpointe Asset Management LLC391,1140391,11410,829,947Neu+100,0%
MITCHELL CAPITAL MANAGEMENT CO80,518080,5189,726,863Neu+100,0%
Karpus Management, Inc.102,4180102,4187,109,858Neu+100,0%
Chicago Partners Investment Group LLC243,4520243,4526,758,230Neu+100,0%
Marex Group plc311,7870311,7876,503,877Neu+100,0%
Private Advisor Group, LLC210,3170210,3175,823,678Neu+100,0%
RHUMBLINE ADVISERS410,4310410,4315,581,401Neu+100,0%
KINGSWOOD WEALTH ADVISORS, LLC177,7730177,7734,633,691Neu+100,0%
Reyes Financial Architecture, Inc.157,2880157,2884,355,294Neu+100,0%
Aurora Investment Counsel281,2690281,2694,141,068Neu+100,0%
GREAT LAKES ADVISORS, LLC6,70406,7043,931,225Neu+100,0%
MAI Capital Management182,4470182,4473,654,784Neu+100,0%
IFP Advisors, Inc115,1690115,1693,189,030Neu+100,0%
Ramirez Asset Management, Inc.158,9590158,9593,141,003Neu+100,0%
Pinnacle Wealth Management Advisory Group, LLC35,487035,4872,885,351Neu+100,0%
Generali Investments CEE, investicni spolecnost, a.s.122,8700122,8702,225,197Neu+100,0%
AUXIER ASSET MANAGEMENT LLC86,515086,5151,680,795Neu+100,0%
GLOBALT Investments LLC / GA22,467022,4671,632,073Neu+100,0%
Ativo Capital Management LLC71,650071,6501,590,698Neu+100,0%
Independent Wealth Network Inc.56,931056,9311,576,419Neu+100,0%
Conestoga Capital Advisors, LLC66,835066,8351,494,432Neu+100,0%
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA21,127021,1271,471,918Neu+100,0%
GAMMA Investing LLC74,776074,7761,457,139Neu+100,0%
Sequent Asset Management, LLC19,177019,1771,294,000Neu+100,0%
Legacy Wealth Managment, LLC/ID56,702056,7021,182,805Neu+100,0%
Hibernia Wealth Partners, LLC42,568042,5681,178,708Neu+100,0%
YOUSIF CAPITAL MANAGEMENT, LLC24,390024,3901,126,055Neu+100,0%
Farther Finance Advisors, LLC40,258040,2581,114,753Neu+100,0%
Clear Creek Financial Management, LLC35,716035,716988,976Neu+100,0%
Strategic Blueprint, LLC34,321034,321950,342Neu+100,0%
JANE STREET GROUP, LLC46,896046,896943,190Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP23,356023,356754,345Neu+100,0%
CHICAGO TRUST Co NA1,17201,172694,324Neu+100,0%
Measured Risk Portfolios, Inc.23,384023,384647,493Neu+100,0%
OLD MISSION CAPITAL LLC17,949017,949579,711Neu+100,0%
Advisory Services Network, LLC16,807016,807542,828Neu+100,0%
Atria Investments, Inc16,516016,516533,429Neu+100,0%
Marshall Financial Group, LLC49,425049,425508,583Neu+100,0%

Insider-Transaktionen (12 Monate)

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

Top-Fondshalter

Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.

FondsAnteileWert (USD)Anteil (%)
Sageworth Trust Co4,366,883184,567,46824.77
UNITED CAPITAL FINANCIAL ADVISORS, LLC4,985,122160,900,30321.59
Ancora Advisors LLC2,004,78790,902,32112.20
ZEVENBERGEN CAPITAL INVESTMENTS LLC362,62559,838,0308.03
BERKSHIRE ASSET MANAGEMENT LLC/PA573,88727,640,3083.71
Azimuth Capital Investment Management LLC313,47125,983,9433.49
CONFLUENCE INVESTMENT MANAGEMENT LLC625,32715,603,4812.09
BBR PARTNERS, LLC214,32414,484,9261.94
Summit Creek Advisors LLC887,04213,759,9771.85
NORTH STAR ASSET MANAGEMENT INC224,33513,397,6111.80
Sageworth Trust Co of South Dakota289,50912,872,5731.73
SVB WEALTH LLC257,36411,549,3561.55
Belpointe Asset Management LLC391,11410,829,9471.45
MITCHELL CAPITAL MANAGEMENT CO80,5189,726,8631.31
Karpus Management, Inc.102,4187,109,8580.95
Chicago Partners Investment Group LLC243,4526,758,2300.91
Marex Group plc311,7876,503,8770.87
Private Advisor Group, LLC210,3175,823,6780.78
RHUMBLINE ADVISERS410,4315,581,4010.75
KINGSWOOD WEALTH ADVISORS, LLC177,7734,633,6910.62

Hinweis

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