Stammdaten
Unternehmen & Branche
| Name | NORTHSTAR ASSET MANAGEMENT Co |
|---|---|
| Ticker | |
| CIK | 0001132708 |
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 |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 3.415.707 | 3.360.994 | 54.713 | 272.641.733 | Aufgestockt | +1,6% | |
| BANK OF AMERICA CORP /DE/ | 1.576.483 | 1.663.022 | -86.539 | 169.704.010 | Reduziert | -5,2% | |
| LPL Financial LLC | 1.104.495 | 1.093.315 | 11.180 | 115.445.498 | Aufgestockt | +1,0% | |
| MORGAN STANLEY | 896.205 | 980.470 | -84.265 | 95.972.268 | Reduziert | -8,6% | |
| UBS Group AG | 413.871 | 528.889 | -115.018 | 45.024.465 | Reduziert | -21,7% | |
| TWO SIGMA INVESTMENTS, LP | 383.700 | 204.800 | 178.900 | 41.961.432 | Aufgestockt | +87,4% | |
| WELLS FARGO & COMPANY/MN | 375.174 | 336.237 | 38.937 | 41.028.947 | Aufgestockt | +11,6% | |
| RAYMOND JAMES FINANCIAL INC | 331.708 | 333.647 | -1.939 | 33.588.845 | Reduziert | -0,6% | |
| ROYAL BANK OF CANADA | 235.917 | 211.721 | 24.196 | 25.101.000 | Aufgestockt | +11,4% | |
| AMERIPRISE FINANCIAL INC | 180.778 | 202.586 | -21.808 | 19.065.473 | Reduziert | -10,8% | |
| JPMORGAN CHASE & CO | 152.282 | 0 | 152.282 | 18.983.107 | Neu | +100,0% | |
| Flaharty Asset Management, LLC | 163.815 | 0 | 163.815 | 17.914.823 | Neu | +100,0% | |
| Cetera Investment Advisers | 167.333 | 155.100 | 12.233 | 17.734.757 | Aufgestockt | +7,9% | |
| ENVESTNET ASSET MANAGEMENT INC | 142.071 | 134.964 | 7.107 | 15.320.688 | Aufgestockt | +5,3% | |
| OSAIC HOLDINGS, INC. | 118.850 | 136.917 | -18.067 | 12.830.824 | Reduziert | -13,2% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 88.639 | 130.546 | -41.907 | 9.662.625 | Reduziert | -32,1% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 105.854 | 91.780 | 14.074 | 9.151.519 | Aufgestockt | +15,3% | |
| Private Advisor Group, LLC | 79.544 | 84.442 | -4.898 | 8.698.939 | Reduziert | -5,8% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 79.413 | 97.734 | -18.321 | 8.204.695 | Reduziert | -18,7% | |
| NORTHSTAR ASSET MANAGEMENT Co | 172.576 | 165.758 | 6.818 | 8.122.986 | Aufgestockt | +4,1% | |
| MML INVESTORS SERVICES, LLC | 79.265 | 97.096 | -17.831 | 8.099.604 | Reduziert | -18,4% | |
| Integrated Wealth Concepts LLC | 73.840 | 7.419 | 66.421 | 8.075.106 | Aufgestockt | +895,3% | |
| Rockefeller Capital Management L.P. | 68.155 | 72.163 | -4.008 | 7.453.451 | Reduziert | -5,6% | |
| Kestra Advisory Services, LLC | 70.107 | 82.571 | -12.464 | 7.263.160 | Reduziert | -15,1% | |
| NATIONAL BANK OF CANADA /FI/ | 60.643 | 53.887 | 6.756 | 6.631.909 | Aufgestockt | +12,5% | |
| RVW Wealth, LLC | 80.662 | 88.313 | -7.651 | 6.438.462 | Reduziert | -8,7% | |
| Equitable Holdings, Inc. | 52.260 | 61.039 | -8.779 | 6.365.469 | Reduziert | -14,4% | |
| Tower Research Capital LLC (TRC) | 54.093 | 40.785 | 13.308 | 5.854.758 | Aufgestockt | +32,6% | |
| Sloy Dahl & Holst, LLC | 72.178 | 70.627 | 1.551 | 5.761.249 | Aufgestockt | +2,2% | |
| Clark Capital Management Group, Inc. | 52.196 | 50.265 | 1.931 | 5.708.154 | Aufgestockt | +3,8% | |
| INDEPENDENT FINANCIAL GROUP, LLC | 51.618 | 50.490 | 1.128 | 5.644.931 | Aufgestockt | +2,2% | |
| STIFEL FINANCIAL CORP | 53.484 | 67.576 | -14.092 | 5.602.994 | Reduziert | -20,9% | |
| Evelyn Partners Investment Management (Europe) Ltd | 40.835 | 42.341 | -1.506 | 4.465.716 | Reduziert | -3,6% | |
| NewEdge Advisors, LLC | 41.977 | 43.200 | -1.223 | 4.331.398 | Reduziert | -2,8% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40.335 | 113.139 | -72.804 | 4.235.982 | Reduziert | -64,3% | |
| Trivium Point Advisory, LLC | 31.611 | 0 | 31.611 | 4.111.977 | Neu | +100,0% | |
| VALLEY WEALTH MANAGERS, INC. | 37.399 | 36.954 | 445 | 4.089.955 | Aufgestockt | +1,2% | |
| JANE STREET GROUP, LLC | 36.315 | 28.912 | 7.403 | 3.971.408 | Aufgestockt | +25,6% | |
| CITADEL ADVISORS LLC | 34.670 | 43.546 | -8.876 | 3.791.511 | Reduziert | -20,4% | |
| Ignite Planners, LLC | 34.499 | 54.770 | -20.271 | 3.772.809 | Reduziert | -37,0% | |
| Gateway Wealth Partners, LLC | 34.452 | 18.808 | 15.644 | 3.767.623 | Aufgestockt | +83,2% | |
| Creative Planning | 42.363 | 42.572 | -209 | 3.746.579 | Reduziert | -0,5% | |
| Focus Partners Wealth | 33.305 | 34.365 | -1.060 | 3.642.290 | Reduziert | -3,1% | |
| MONEY CONCEPTS CAPITAL CORP | 32.092 | 32.723 | -631 | 3.509.581 | Reduziert | -1,9% | |
| Proactive Wealth Strategies LLC | 30.708 | 15.619 | 15.089 | 3.357.912 | Aufgestockt | +96,6% | |
| GOLDMAN SACHS GROUP INC | 34.067 | 38.464 | -4.397 | 3.326.896 | Reduziert | -11,4% | |
| Jaffetilchin Investment Partners, LLC | 30.028 | 32.208 | -2.180 | 3.283.888 | Reduziert | -6,8% | |
| HighTower Advisors, LLC | 28.949 | 43.535 | -14.586 | 3.166.010 | Reduziert | -33,5% | |
| Mariner, LLC | 27.897 | 35.133 | -7.236 | 3.050.821 | Reduziert | -20,6% | |
| Wealthfront Advisers LLC | 27.396 | 24.885 | 2.511 | 2.996.027 | Aufgestockt | +10,1% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 3.415.707 | 3.360.994 | +1,6% | 272.641.733 | 20,46 | 17 Q |
| BANK OF AMERICA CORP /DE/ | 1.576.483 | 1.663.022 | -5,2% | 169.704.010 | 12,73 | 14 Q |
| LPL Financial LLC | 1.104.495 | 1.093.315 | +1,0% | 115.445.498 | 8,66 | 17 Q |
| MORGAN STANLEY | 896.205 | 980.470 | -8,6% | 95.972.268 | 7,20 | 17 Q |
| UBS Group AG | 413.871 | 528.889 | -21,7% | 45.024.465 | 3,38 | 17 Q |
| TWO SIGMA INVESTMENTS, LP | 383.700 | 204.800 | +87,4% | 41.961.432 | 3,15 | 13 Q |
| WELLS FARGO & COMPANY/MN | 375.174 | 336.237 | +11,6% | 41.028.947 | 3,08 | 17 Q |
| RAYMOND JAMES FINANCIAL INC | 331.708 | 333.647 | -0,6% | 33.588.845 | 2,52 | 6 Q |
| ROYAL BANK OF CANADA | 235.917 | 211.721 | +11,4% | 25.101.000 | 1,88 | 17 Q |
| AMERIPRISE FINANCIAL INC | 180.778 | 202.586 | -10,8% | 19.065.473 | 1,43 | 17 Q |
| Flaharty Asset Management, LLC | 163.815 | 0 | +100,0% | 17.914.823 | 1,34 | 8 Q |
| Cetera Investment Advisers | 167.333 | 155.100 | +7,9% | 17.734.757 | 1,33 | 17 Q |
| ENVESTNET ASSET MANAGEMENT INC | 142.071 | 134.964 | +5,3% | 15.320.688 | 1,15 | 17 Q |
| JPMORGAN CHASE & CO | 135.131 | 152.282 | -11,3% | 13.760.696 | 1,03 | 16 Q |
| OSAIC HOLDINGS, INC. | 118.850 | 136.917 | -13,2% | 12.830.824 | 0,96 | 17 Q |
| PNC FINANCIAL SERVICES GROUP, INC. | 88.639 | 130.546 | -32,1% | 9.662.625 | 0,73 | 17 Q |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 105.854 | 91.780 | +15,3% | 9.151.519 | 0,69 | 17 Q |
| Private Advisor Group, LLC | 79.544 | 84.442 | -5,8% | 8.698.939 | 0,65 | 17 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 79.413 | 97.734 | -18,7% | 8.204.695 | 0,62 | 17 Q |
| NORTHSTAR ASSET MANAGEMENT Co | 172.576 | 165.758 | +4,1% | 8.122.986 | 0,61 | 17 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 444 | 13,8 | 1.335 |
| 31.12.2025 | ✓ | 482 | 18,6 | 1.800 |
| 30.09.2025 | ✓ | 457 | 16,8 | 1.932 |
| 30.06.2025 | ✓ | 429 | 19,3 | 2.046 |
| 31.03.2025 | ✓ | 433 | 19,9 | 1.809 |
| 31.12.2024 | ✓ | 444 | 21,6 | 2.271 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 204.800 | 26.640.384 |
| AlphaCore Capital LLC | 52.456 | 6.823.476 |
| Evelyn Partners Investment Management (Europe) Ltd | 42.341 | 5.507.717 |
| Hyposwiss Advisors SA | 19.060 | 2.479.325 |
| NBC SECURITIES, INC. | 17.288 | 2.248.946 |
| HighPoint Advisor Group LLC | 9.771 | 1.270.994 |
| Brevan Howard Capital Management LP | 8.429 | 1.096.444 |
| Qube Research & Technologies Ltd | 8.121 | 1.056.380 |
| TWO SIGMA SECURITIES, LLC | 6.320 | 822.106 |
| San Luis Wealth Advisors LLC | 6.160 | 801.293 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 89.739 | 68.928 | +331.2 % | 10.800.435 |
| WELLS FARGO & COMPANY/MN | 336.237 | 47.550 | +16.5 % | 43.721.826 |
| Clark Capital Management Group, Inc. | 50.265 | 37.693 | +299.8 % | 6.538.472 |
| Tower Research Capital LLC (TRC) | 40.785 | 35.050 | +611.2 % | 5.305.313 |
| AMERIPRISE FINANCIAL INC | 202.586 | 29.974 | +17.4 % | 24.088.785 |
| LPL Financial LLC | 1.093.315 | 25.039 | +2.3 % | 133.592.717 |
| GOLDMAN SACHS GROUP INC | 38.464 | 24.619 | +177.8 % | 4.344.108 |
| RAYMOND JAMES FINANCIAL INC | 333.647 | 14.137 | +4.4 % | 39.918.893 |
| NORTHERN TRUST CORP | 3.360.994 | 13.741 | +0.4 % | 272.106.074 |
| ROYAL BANK OF CANADA | 211.721 | 13.664 | +6.9 % | 26.395.000 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1.663.022 | -95.187 | -5.4 % | 212.229.972 |
| Integrated Wealth Concepts LLC | 7.419 | -64.840 | -89.7 % | 965.055 |
| BNP PARIBAS FINANCIAL MARKETS | 56.428 | -51.180 | -47.6 % | 7.340.154 |
| Cetera Investment Advisers | 155.100 | -27.969 | -15.3 % | 19.244.575 |
| ENVESTNET ASSET MANAGEMENT INC | 134.964 | -26.646 | -16.5 % | 17.245.121 |
| MORGAN STANLEY | 980.470 | -26.238 | -2.6 % | 124.120.812 |
| UBS Group AG | 528.889 | -17.112 | -3.1 % | 68.401.580 |
| Florin Court Capital LLP | 8.300 | -11.300 | -57.7 % | 1.079.664 |
| OSAIC HOLDINGS, INC. | 136.917 | -10.658 | -7.2 % | 17.541.756 |
| Baird Financial Group, Inc. | 2.639 | -9.569 | -78.4 % | 343.281 |