Stammdaten
Unternehmen & Branche
| Name | SANDERS MORRIS HARRIS LLC |
|---|---|
| Ticker | |
| CIK | 0001053994 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Geschäftsadresse | 600 TRAVIS STREET STE 5900, HOUSTON, TX |
|---|---|
| Telefon | 713-220-5100 |
| EIN (IRS) | 00-0000000 |
Listing & Historie
| Frühere Namen | SANDERS MORRIS HARRIS INC. (bis 2017) SMH CAPITAL INC. (bis 2011) SANDERS MORRIS HARRIS INC/FA (bis 2008) SANDERS MORRIS MUNDY INC /FA (bis 1999) |
|---|
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Ascentis Wealth Management, LLC | 240.768 | 198.332 | 42.436 | 5.970.851 | Aufgestockt | +21,4% | |
| Atria Investments, Inc | 135.607 | 161.924 | -26.317 | 3.362.945 | Reduziert | -16,3% | |
| ORG Partners LLC | 85.512 | 0 | 85.512 | 2.149.765 | Neu | +100,0% | |
| Cambria Investment Management, L.P. | 58.411 | 0 | 58.411 | 1.468.443 | Neu | +100,0% | |
| GTS SECURITIES LLC | 49.302 | 9.734 | 39.568 | 1.222.640 | Aufgestockt | +406,5% | |
| CITADEL ADVISORS LLC | 22.158 | 0 | 22.158 | 557.052 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 12.917 | 0 | 12.917 | 320.331 | Neu | +100,0% | |
| Ascentis Independent Advisors | 12.917 | 0 | 12.917 | 320.330 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 12.360 | 23.701 | -11.341 | 306.518 | Reduziert | -47,9% | |
| SANDERS MORRIS HARRIS LLC | 10.581 | 8.840 | 1.741 | 262.400 | Aufgestockt | +19,7% | |
| UBS Group AG | 1.084 | 40 | 1.044 | 26.882 | Aufgestockt | +2610,0% | |
| Steward Partners Investment Advisory, LLC | 82 | 82 | 0 | 2.034 | Unverändert | 0,0% | |
| Betterment LLC | 58.292 | 58.425 | -133 | 1.446 | Reduziert | -0,2% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Ascentis Wealth Management, LLC | 240.768 | 198.332 | +21,4% | 5.970.851 | 50,62 | 5 Q |
| Atria Investments, Inc | 135.607 | 161.924 | -16,3% | 3.362.945 | 28,51 | 4 Q |
| GTS SECURITIES LLC | 49.302 | 9.734 | +406,5% | 1.222.640 | 10,36 | 4 Q |
| ENVESTNET ASSET MANAGEMENT INC | 12.917 | 0 | +100,0% | 320.331 | 2,72 | 4 Q |
| Ascentis Independent Advisors | 12.917 | 0 | +100,0% | 320.330 | 2,72 | 1 Q |
| JANE STREET GROUP, LLC | 12.360 | 23.701 | -47,9% | 306.518 | 2,60 | 3 Q |
| SANDERS MORRIS HARRIS LLC | 10.581 | 8.840 | +19,7% | 262.400 | 2,22 | 4 Q |
| UBS Group AG | 1.084 | 40 | +2610,0% | 26.882 | 0,23 | 2 Q |
| Steward Partners Investment Advisory, LLC | 82 | 82 | 0,0% | 2.034 | 0,02 | 4 Q |
| Betterment LLC | 58.292 | 58.425 | -0,2% | 1.446 | 0,01 | 4 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 10 | 0,5 | 12 |
| 31.12.2025 | ✓ | 11 | 0,6 | 14 |
| 30.09.2025 | ✓ | 10 | 0,7 | 16 |
| 30.06.2025 | ✓ | 9 | 0,5 | 11 |
| 31.03.2025 | ✓ | 5 | 0,2 | 5 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| JANE STREET GROUP, LLC | 23.701 | 595.843 |
| UBS Group AG | 40 | 1.006 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 22.158 | 2.272 | +11.4 % | 557.052 |
| Cambria Investment Management, L.P. | 58.411 | 1.372 | +2.4 % | 1.468.443 |
| Betterment LLC | 58.425 | 1.274 | +2.2 % | 1.469 |
| ORG Partners LLC | 85.512 | 1.204 | +1.4 % | 2.149.765 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| GTS SECURITIES LLC | 9.734 | -23.830 | -71.0 % | 244.713 |
| Atria Investments, Inc | 161.924 | -4.969 | -3.0 % | 4.070.769 |
| Ascentis Wealth Management, LLC | 198.332 | -2.693 | -1.3 % | 4.986.019 |
| SANDERS MORRIS HARRIS LLC | 8.840 | -165 | -1.8 % | 223.082 |