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Kcm Investment Advisors LLC

KCM INVESTMENT ADVISORS LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001109228
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Unternehmen & Branche

NameKCM INVESTMENT ADVISORS LLC
Ticker
CIK0001109228

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

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

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
NORTHERN TRUST CORP76.877.89866.017.67310.860.2254.240.584.854Aufgestockt+16,5%
LPL Financial LLC36.384.78836.264.742120.0461.619.176.802Aufgestockt+0,3%
BANK OF AMERICA CORP /DE/97.498.75194.132.3473.366.4041.556.407.714Aufgestockt+3,6%
MORGAN STANLEY28.117.22628.124.879-7.6531.141.757.364Reduziert0,0%
WELLS FARGO & COMPANY/MN27.173.27627.896.793-723.517799.891.541Reduziert-2,6%
RAYMOND JAMES FINANCIAL INC11.207.94110.163.7381.044.203446.210.522Aufgestockt+10,3%
UBS Group AG15.427.67111.126.7564.300.915415.326.912Aufgestockt+38,7%
Auto-Owners Insurance Co1.456.6001.456.6000371.840.848Unverändert0,0%
JPMORGAN CHASE & CO9.868.04809.868.048325.643.315Neu+100,0%
OSAIC HOLDINGS, INC.6.546.6396.318.865227.774284.997.931Aufgestockt+3,6%
EVOKE WEALTH, LLC5.050.9614.751.586299.375271.950.252Aufgestockt+6,3%
ROYAL BANK OF CANADA7.342.0647.253.17088.894268.599.000Aufgestockt+1,2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5.364.7385.616.765-252.027245.307.993Reduziert-4,5%
AMERIPRISE FINANCIAL INC8.149.6147.876.546273.068243.964.294Aufgestockt+3,5%
ENVESTNET ASSET MANAGEMENT INC5.345.7105.451.299-105.589240.724.007Reduziert-1,9%
COMMON FUND FOR NONPROFIT ORGANIZATIONS4.024.3673.979.01845.349221.984.064Aufgestockt+1,1%
Cetera Investment Advisers4.830.6324.411.937418.695214.823.276Aufgestockt+9,5%
Bramshill Investments, LLC12.258.7349.343.0142.915.720211.091.024Aufgestockt+31,2%
Valmark Advisers, Inc.3.424.9083.592.669-167.761188.917.944Reduziert-4,7%
GOLDMAN SACHS GROUP INC1.984.8651.513.887470.978155.751.738Aufgestockt+31,1%
STIFEL FINANCIAL CORP3.520.9503.346.446174.504151.024.543Aufgestockt+5,2%
JANE STREET GROUP, LLC2.310.826702.8371.607.989144.068.111Aufgestockt+228,8%
Principle Wealth Partners LLC2.649.2032.560.99288.211143.166.035Aufgestockt+3,4%
JONES FINANCIAL COMPANIES LLLP3.053.6212.469.112584.509128.221.961Aufgestockt+23,7%
Gradient Investments LLC1.824.5312.083.351-258.820119.163.194Reduziert-12,4%
Private Advisor Group, LLC3.019.7523.022.105-2.353114.897.522Reduziert-0,1%
HighTower Advisors, LLC2.528.3502.282.930245.420114.818.036Aufgestockt+10,8%
Johnson Financial Group, Inc.2.071.6762.017.79253.884113.009.929Aufgestockt+2,7%
COMMONWEALTH EQUITY SERVICES, LLC3.043.5533.270.756-227.20397.420.202Reduziert-6,9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.278.7652.104.951173.81496.066.981Aufgestockt+8,3%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.097.7923.211.671-1.113.87995.744.630Reduziert-34,7%
Kestra Advisory Services, LLC2.155.7231.757.528398.19589.118.229Aufgestockt+22,7%
MML INVESTORS SERVICES, LLC1.805.7952.157.129-351.33486.964.347Reduziert-16,3%
MEANS INVESTMENT CO., INC.1.564.3301.464.216100.11485.334.194Aufgestockt+6,8%
CWM, LLC1.916.2331.649.087267.14683.740.646Aufgestockt+16,2%
Lido Advisors, LLC1.389.7261.315.20474.52273.576.121Aufgestockt+5,7%
Capital Asset Advisory Services LLC1.468.1301.249.389218.74173.567.981Aufgestockt+17,5%
AXXCESS WEALTH MANAGEMENT, LLC1.445.2691.396.66048.60972.951.427Aufgestockt+3,5%
FIRST INTERSTATE BANK1.315.1261.486.823-171.69772.542.350Reduziert-11,5%
Clearstead Advisors, LLC2.588.5272.585.6632.86466.907.338Aufgestockt+0,1%
CONNABLE OFFICE INC1.206.7981.248.153-41.35566.566.978Reduziert-3,3%
BNP PARIBAS FINANCIAL MARKETS656.778311.314345.46466.534.150Aufgestockt+111,0%
GREAT VALLEY ADVISOR GROUP, INC.1.581.6091.515.81265.79765.870.583Aufgestockt+4,3%
1832 Asset Management L.P.1.141.3001.650.224-508.92462.954.108Reduziert-30,8%
Kozak & Associates, Inc.659.718649.8409.87862.012.439Aufgestockt+1,5%
Bogart Wealth, LLC1.103.1061.078.86424.24260.156.773Aufgestockt+2,2%
Aaron Wealth Advisors LLC1.067.130941.998125.13258.862.944Aufgestockt+13,3%
Austin Private Wealth, LLC985.9390985.93958.446.475Neu+100,0%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND561.0001.030.000-469.00058.276.680Reduziert-45,5%
CITIGROUP INC853.3551.767.142-913.78757.017.738Reduziert-51,7%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
NORTHERN TRUST CORP76.877.89866.017.673+16,5%4.240.584.85420,6917 Q
LPL Financial LLC36.384.78836.264.742+0,3%1.619.176.8027,9017 Q
BANK OF AMERICA CORP /DE/97.498.75194.132.347+3,6%1.556.407.7147,6014 Q
MORGAN STANLEY28.117.22628.124.8790,0%1.141.757.3645,5717 Q
WELLS FARGO & COMPANY/MN27.173.27627.896.793-2,6%799.891.5413,9017 Q
RAYMOND JAMES FINANCIAL INC11.207.94110.163.738+10,3%446.210.5222,186 Q
UBS Group AG15.427.67111.126.756+38,7%415.326.9122,0317 Q
Auto-Owners Insurance Co1.456.600404.760.008-99,6%371.840.8481,8114 Q
OSAIC HOLDINGS, INC.6.546.6396.318.865+3,6%284.997.9311,3917 Q
EVOKE WEALTH, LLC5.050.9614.751.586+6,3%271.950.2521,3317 Q
ROYAL BANK OF CANADA7.342.0647.253.170+1,2%268.599.0001,3117 Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5.364.7385.616.765-4,5%245.307.9931,2017 Q
AMERIPRISE FINANCIAL INC8.149.6147.876.546+3,5%243.964.2941,1917 Q
ENVESTNET ASSET MANAGEMENT INC5.345.7105.451.299-1,9%240.724.0071,1717 Q
COMMON FUND FOR NONPROFIT ORGANIZATIONS4.024.3673.979.018+1,1%221.984.0641,083 Q
Cetera Investment Advisers4.830.6324.411.937+9,5%214.823.2761,0517 Q
Bramshill Investments, LLC12.258.7349.343.014+31,2%211.091.0241,034 Q
Valmark Advisers, Inc.3.424.9083.592.669-4,7%188.917.9440,9217 Q
GOLDMAN SACHS GROUP INC1.984.8651.513.887+31,1%155.751.7380,7617 Q
STIFEL FINANCIAL CORP3.520.9503.346.446+5,2%151.024.5430,7417 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓1.360547,920.563
31.12.2025✓1.413991,321.803
30.09.2025✓1.316630,321.654
30.06.2025✓1.298511,916.408
31.03.2025✓1.263550,015.596
31.12.2024✓1.236581,416.141

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Annex Advisory Services, LLC1.554.71178.124.220
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp688.61171.043.997
WELLINGTON MANAGEMENT GROUP LLP408.39042.133.596
EP Wealth Advisors, LLC384.83323.595.788
Pinnacle Financial Partners, Inc.562.03221.535.302
Advocate Investing Services LLC322.29416.195.259
Curry Webb Wealth Management LLC282.07815.826.923
Green Ridge Wealth Planning LLC215.62412.782.198
Estate Planners Group, LLC201.12811.922.860
LIGHTHOUSE FINANCIAL SERVICES INC /ADV169.51910.049.073

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
Auto-Owners Insurance Co404.760.008403.452.508+30856.8 %404.760.008
BANK OF AMERICA CORP /DE/94.132.34712.312.635+15.0 %1.516.324.798
Bramshill Investments, LLC9.343.0148.516.519+1030.4 %183.886.870
FLOW TRADERS U.S. LLC2.107.9872.084.095+8723.0 %105.370
COHEN & STEERS, INC.2.157.9352.049.049+1881.8 %24.255
FIRST TRUST ADVISORS LP2.031.5181.967.234+3060.2 %27.861.156
Spectrum Asset Management, Inc.5.372.4261.739.156+47.9 %60.386.082
LPL Financial LLC36.264.7421.580.013+4.6 %1.615.300.937
UBS Group AG11.126.7561.561.136+16.3 %367.060.044
Cambridge Investment Research Advisors, Inc.3.337.1231.364.086+69.1 %141.266

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
GOLDMAN SACHS GROUP INC1.513.887-1.768.101-53.9 %126.024.533
GPS Wealth Strategies Group, LLC89.834-1.294.741-93.5 %5.142.143
NORTHERN TRUST CORP66.017.673-1.064.285-1.6 %3.026.981.513
AMERIPRISE FINANCIAL INC7.876.546-776.180-9.0 %235.133.791
VESTOR CAPITAL, LLC3.093-723.560-99.6 %78.289
MORGAN STANLEY28.124.879-630.766-2.2 %1.124.480.085
Advisors Preferred, LLC4.022-549.237-99.3 %149.900
COMMON FUND FOR NONPROFIT ORGANIZATIONS3.979.018-416.073-9.5 %182.437.997
JANE STREET GROUP, LLC702.837-397.473-36.1 %30.123.097
Creative Planning784.436-371.269-32.1 %19.416.069

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