Stammdaten
Unternehmen & Branche
| Name | D.A. DAVIDSON & CO. |
|---|---|
| Ticker | |
| CIK | 0001080107 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
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 |
|---|---|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC | 243.915 | 170.838 | 73.077 | 6.175.936 | Aufgestockt | +42,8% | |
| DKM Wealth Management, Inc. | 182.678 | 123.970 | 58.708 | 4.625.401 | Aufgestockt | +47,4% | |
| BLUE JEAN FINANCIAL LLC | 99.390 | 95.423 | 3.967 | 2.516.555 | Aufgestockt | +4,2% | |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 86.396 | 78.130 | 8.266 | 2.187.537 | Aufgestockt | +10,6% | |
| Private Advisor Group, LLC | 36.922 | 27.480 | 9.442 | 934.864 | Aufgestockt | +34,4% | |
| LPL Financial LLC | 35.428 | 0 | 35.428 | 897.037 | Neu | +100,0% | |
| Chicago Wealth Management, Inc. | 29.129 | 29.110 | 19 | 737.550 | Aufgestockt | +0,1% | |
| Acorn Wealth Advisors, LLC | 20.811 | 13.913 | 6.898 | 526.945 | Aufgestockt | +49,6% | |
| ROYAL BANK OF CANADA | 16.390 | 3.256 | 13.134 | 415.000 | Aufgestockt | +403,4% | |
| Summit Financial, LLC | 15.436 | 13.568 | 1.868 | 390.840 | Aufgestockt | +13,8% | |
| D.A. DAVIDSON & CO. | 15.000 | 11.900 | 3.100 | 379.800 | Aufgestockt | +26,1% | |
| JANE STREET GROUP, LLC | 11.382 | 0 | 11.382 | 288.591 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 8.314 | 4.233 | 4.081 | 210.506 | Aufgestockt | +96,4% | |
| Syntegra Private Wealth Group, LLC | 8.223 | 0 | 8.223 | 208.206 | Neu | +100,0% | |
| Geneos Wealth Management Inc. | 4.359 | 4.330 | 29 | 110.380 | Aufgestockt | +0,7% | |
| CWM, LLC | 2.844 | 2.844 | 0 | 72.010 | Unverändert | 0,0% | |
| UBS Group AG | 250 | 0 | 250 | 6.330 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 109.449 | 64.249 | 45.200 | 2.771 | Aufgestockt | +70,4% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC | 243.915 | 170.838 | +42,8% | 6.175.936 | 30,28 | 6 Q |
| DKM Wealth Management, Inc. | 182.678 | 123.970 | +47,4% | 4.625.401 | 22,68 | 4 Q |
| BLUE JEAN FINANCIAL LLC | 99.390 | 95.423 | +4,2% | 2.516.555 | 12,34 | 2 Q |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 86.396 | 78.130 | +10,6% | 2.187.537 | 10,72 | 3 Q |
| Private Advisor Group, LLC | 36.922 | 27.480 | +34,4% | 934.864 | 4,58 | 2 Q |
| LPL Financial LLC | 35.428 | 0 | +100,0% | 897.037 | 4,40 | 1 Q |
| Chicago Wealth Management, Inc. | 29.129 | 29.110 | +0,1% | 737.550 | 3,62 | 8 Q |
| Acorn Wealth Advisors, LLC | 20.811 | 13.913 | +49,6% | 526.945 | 2,58 | 2 Q |
| ROYAL BANK OF CANADA | 16.390 | 3.256 | +403,4% | 415.000 | 2,03 | 9 Q |
| Summit Financial, LLC | 15.436 | 13.568 | +13,8% | 390.840 | 1,92 | 2 Q |
| D.A. DAVIDSON & CO. | 15.000 | 11.900 | +26,1% | 379.800 | 1,86 | 6 Q |
| OSAIC HOLDINGS, INC. | 8.314 | 4.233 | +96,4% | 210.506 | 1,03 | 7 Q |
| Syntegra Private Wealth Group, LLC | 8.223 | 0 | +100,0% | 208.206 | 1,02 | 1 Q |
| Geneos Wealth Management Inc. | 4.359 | 4.330 | +0,7% | 110.380 | 0,54 | 6 Q |
| CWM, LLC | 2.844 | 2.844 | 0,0% | 72.010 | 0,35 | 4 Q |
| UBS Group AG | 250 | 0 | +100,0% | 6.330 | 0,03 | 6 Q |
| Cambridge Investment Research Advisors, Inc. | 109.449 | 64.249 | +70,4% | 2.771 | 0,01 | 3 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 17 | 0,9 | 20 |
| 31.12.2025 | ✓ | 15 | 0,7 | 15 |
| 30.09.2025 | ✓ | 12 | 0,5 | 13 |
| 30.06.2025 | ✓ | 8 | 0,2 | 4 |
| 31.03.2025 | ✓ | 9 | 0,2 | 6 |
| 31.12.2024 | ✓ | 9 | 0,1 | 2 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| BLUE JEAN FINANCIAL LLC | 95.423 | 2.419.450 |
| Private Advisor Group, LLC | 27.480 | 696.756 |
| Acorn Wealth Advisors, LLC | 13.913 | 352.765 |
| Summit Financial, LLC | 13.568 | 344.017 |
| D.A. DAVIDSON & CO. | 11.900 | 301.725 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| ROTHSCHILD INVESTMENT LLC | 170.838 | 143.656 | +528.5 % | 4.331.585 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 78.130 | 67.355 | +625.1 % | 1.980.995 |
| Cambridge Investment Research Advisors, Inc. | 64.249 | 40.482 | +170.3 % | 1.629 |
| DKM Wealth Management, Inc. | 123.970 | 28.010 | +29.2 % | 3.143.257 |
| Chicago Wealth Management, Inc. | 29.110 | 16.288 | +127.0 % | 738.147 |
| OSAIC HOLDINGS, INC. | 4.233 | 198 | +4.9 % | 107.347 |
| ROYAL BANK OF CANADA | 3.256 | 139 | +4.5 % | 83.000 |
| Geneos Wealth Management Inc. | 4.330 | 69 | +1.6 % | 109.812 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| JANE STREET GROUP, LLC | 11.382 | -2.843 | -20.0 % | 288.591 |