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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 742.875 | 815.523 | -72.648 | 31.319.590 | Reduziert | -8,9% | |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 995.000 | 995.000 | 0 | 24.918.283 | Unverändert | 0,0% | |
| Larson Financial Group LLC | 588.608 | 563.884 | 24.724 | 24.815.711 | Aufgestockt | +4,4% | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 424.872 | 483.883 | -59.011 | 17.912.565 | Reduziert | -12,2% | |
| EASTERN BANK | 384.098 | 0 | 384.098 | 11.304.580 | Neu | +100,0% | |
| Independent Advisor Alliance | 233.731 | 0 | 233.731 | 9.854.104 | Neu | +100,0% | |
| Breakwater Capital Group | 177.110 | 204.368 | -27.258 | 7.466.977 | Reduziert | -13,3% | |
| HighPoint Advisor Group LLC | 170.202 | 284.863 | -114.661 | 7.175.701 | Reduziert | -40,3% | |
| Stewardship Advisors, LLC | 200.421 | 215.715 | -15.294 | 5.898.691 | Reduziert | -7,1% | |
| BEACON FINANCIAL PLANNING, INC | 131.997 | 95.937 | 36.060 | 5.565.011 | Aufgestockt | +37,6% | |
| Private Advisory Group LLC | 131.409 | 127.710 | 3.699 | 5.540.203 | Aufgestockt | +2,9% | |
| GOLDMAN SACHS GROUP INC | 123.816 | 78.126 | 45.690 | 4.922.935 | Aufgestockt | +58,5% | |
| BANK OF AMERICA CORP /DE/ | 104.328 | 99.899 | 4.429 | 4.061.087 | Aufgestockt | +4,4% | |
| Mariner, LLC | 96.196 | 0 | 96.196 | 4.055.621 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 89.270 | 79.220 | 10.050 | 3.763.623 | Aufgestockt | +12,7% | |
| PlanVest Financial, Inc | 83.718 | 0 | 83.718 | 3.529.590 | Neu | +100,0% | |
| DHJJ Financial Advisors, Ltd. | 82.913 | 78.933 | 3.980 | 3.495.628 | Aufgestockt | +5,0% | |
| Intrua Financial, LLC | 81.711 | 81.995 | -284 | 3.444.921 | Reduziert | -0,3% | |
| MORGAN STANLEY | 73.360 | 84.529 | -11.169 | 3.092.875 | Reduziert | -13,2% | |
| Cetera Investment Advisers | 49.528 | 46.132 | 3.396 | 2.217.927 | Aufgestockt | +7,4% | |
| Equitable Holdings, Inc. | 52.372 | 52.109 | 263 | 2.204.584 | Aufgestockt | +0,5% | |
| Westmount Partners, LLC | 40.000 | 0 | 40.000 | 2.193.600 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 57.679 | 57.463 | 216 | 2.174.893 | Aufgestockt | +0,4% | |
| ROYAL BANK OF CANADA | 66.643 | 63.368 | 3.275 | 2.139.000 | Aufgestockt | +5,2% | |
| FIFTH THIRD SECURITIES, INC. | 48.315 | 44.575 | 3.740 | 2.036.999 | Aufgestockt | +8,4% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 63.918 | 61.778 | 2.140 | 1.881.200 | Aufgestockt | +3,5% | |
| JONES FINANCIAL COMPANIES LLLP | 43.417 | 34.647 | 8.770 | 1.785.758 | Aufgestockt | +25,3% | |
| Mountain Capital Investment Advisors Inc. | 50.074 | 59.013 | -8.939 | 1.569.317 | Reduziert | -15,1% | |
| Invesco Ltd. | 44.445 | 43.484 | 961 | 1.308.083 | Aufgestockt | +2,2% | |
| OSAIC HOLDINGS, INC. | 33.719 | 62.559 | -28.840 | 1.267.524 | Reduziert | -46,1% | |
| CITADEL ADVISORS LLC | 19.450 | 46.651 | -27.201 | 1.190.541 | Reduziert | -58,3% | |
| NewEdge Advisors, LLC | 22.630 | 21.248 | 1.382 | 954.059 | Aufgestockt | +6,5% | |
| HighTower Advisors, LLC | 22.421 | 23.268 | -847 | 945.367 | Reduziert | -3,6% | |
| Golden State Wealth Management, LLC | 21.337 | 21.086 | 251 | 899.575 | Aufgestockt | +1,2% | |
| Madison Asset Management, LLC | 21.316 | 36.338 | -15.022 | 898.683 | Reduziert | -41,3% | |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 21.164 | 19.040 | 2.124 | 892.290 | Aufgestockt | +11,2% | |
| ENVESTNET ASSET MANAGEMENT INC | 19.721 | 21.567 | -1.846 | 831.442 | Reduziert | -8,6% | |
| Family Manage LLC | 17.636 | 24.586 | -6.950 | 743.534 | Reduziert | -28,3% | |
| TAGStone Capital, Inc. | 17.502 | 16.313 | 1.189 | 737.881 | Aufgestockt | +7,3% | |
| GHP Investment Advisors, Inc. | 17.036 | 16.987 | 49 | 718.233 | Aufgestockt | +0,3% | |
| Fortune Financial Group, Inc. | 16.692 | 14.394 | 2.298 | 703.735 | Aufgestockt | +16,0% | |
| ROMAN BUTLER FULLERTON & CO | 15.565 | 15.517 | 48 | 680.799 | Aufgestockt | +0,3% | |
| Sepio Capital, LP | 22.121 | 8.651 | 13.470 | 651.067 | Aufgestockt | +155,7% | |
| Tower Research Capital LLC (TRC) | 17.651 | 15.895 | 1.756 | 559.682 | Aufgestockt | +11,0% | |
| Heck Capital Advisors, LLC | 19.016 | 19.636 | -620 | 559.670 | Reduziert | -3,2% | |
| TWIN PEAKS WEALTH ADVISORS, LLC | 12.702 | 12.756 | -54 | 535.527 | Reduziert | -0,4% | |
| Kingsview Wealth Management, LLC | 14.803 | 14.203 | 600 | 518.447 | Aufgestockt | +4,2% | |
| Summit Financial, LLC | 11.428 | 9.849 | 1.579 | 481.784 | Aufgestockt | +16,0% | |
| NATIONAL BANK OF CANADA /FI/ | 15.769 | 15.795 | -26 | 463.451 | Reduziert | -0,2% | |
| Allegheny Financial Group | 15.160 | 15.147 | 13 | 446.189 | Aufgestockt | +0,1% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| LPL Financial LLC | 742.875 | 815.523 | -8,9% | 31.319.590 | 12,47 |
| JPMORGAN CHASE & CO | 310.940 | 246 | +126298,4% | 25.445.381 | 10,14 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 995.000 | 995.000 | 0,0% | 24.918.283 | 9,93 |
| Larson Financial Group LLC | 588.608 | 563.884 | +4,4% | 24.815.711 | 9,88 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 424.872 | 483.883 | -12,2% | 17.912.565 | 7,13 |
| EASTERN BANK | 384.098 | 0 | +100,0% | 11.304.580 | 4,50 |
| Independent Advisor Alliance | 233.731 | 0 | +100,0% | 9.854.104 | 3,92 |
| Breakwater Capital Group | 177.110 | 204.368 | -13,3% | 7.466.977 | 2,97 |
| HighPoint Advisor Group LLC | 170.202 | 284.863 | -40,3% | 7.175.701 | 2,86 |
| Stewardship Advisors, LLC | 200.421 | 215.715 | -7,1% | 5.898.691 | 2,35 |
| BEACON FINANCIAL PLANNING, INC | 131.997 | 95.937 | +37,6% | 5.565.011 | 2,22 |
| Private Advisory Group LLC | 131.409 | 127.710 | +2,9% | 5.540.203 | 2,21 |
| GOLDMAN SACHS GROUP INC | 123.816 | 78.126 | +58,5% | 4.922.935 | 1,96 |
| BANK OF AMERICA CORP /DE/ | 104.328 | 99.899 | +4,4% | 4.061.087 | 1,62 |
| Mariner, LLC | 96.196 | 0 | +100,0% | 4.055.621 | 1,62 |
| RAYMOND JAMES FINANCIAL INC | 89.270 | 79.220 | +12,7% | 3.763.623 | 1,50 |
| PlanVest Financial, Inc | 83.718 | 0 | +100,0% | 3.529.590 | 1,41 |
| DHJJ Financial Advisors, Ltd. | 82.913 | 78.933 | +5,0% | 3.495.628 | 1,39 |
| Intrua Financial, LLC | 81.711 | 81.995 | -0,3% | 3.444.921 | 1,37 |
| MORGAN STANLEY | 73.360 | 84.529 | -13,2% | 3.092.875 | 1,23 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 102 | 6,4 | 251 |
| 31.12.2025 | ✓ | 99 | 5,8 | 216 |
| 30.09.2025 | ✓ | 93 | 5,3 | 212 |
| 30.06.2025 | ✓ | 93 | 6,3 | 238 |
| 31.03.2025 | ✓ | 97 | 9,2 | 353 |
| 31.12.2024 | ✓ | 86 | 8,2 | 333 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 995.000 | 24.939.874 |
| HighPoint Advisor Group LLC | 284.863 | 11.991.204 |
| GOLDMAN SACHS GROUP INC | 78.126 | 3.288.691 |
| Allegheny Financial Group | 15.147 | 451.240 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 10.225 | 304.616 |
| Sepio Capital, LP | 8.651 | 257.712 |
| Donor Advised Charitable Giving, Inc. | 4.994 | 210.221 |
| EFG International AG | 3.939 | 165.793 |
| FLAGSHIP HARBOR ADVISORS, LLC | 1.316 | 55.397 |
| Kestra Advisory Services, LLC | 851 | 35.823 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 63.368 | 47.552 | +300.7 % | 2.652.000 |
| CITADEL ADVISORS LLC | 46.651 | 43.638 | +1448.3 % | 1.532.463 |
| JANE STREET GROUP, LLC | 57.463 | 38.785 | +207.7 % | 1.942.195 |
| RAYMOND JAMES FINANCIAL INC | 79.220 | 28.941 | +57.6 % | 3.334.742 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 483.883 | 20.200 | +4.4 % | 20.368.900 |
| FLOW TRADERS U.S. LLC | 34.170 | 11.771 | +52.6 % | 2.047 |
| Larson Financial Group LLC | 563.884 | 11.764 | +2.1 % | 23.736.517 |
| Private Advisory Group LLC | 127.710 | 8.720 | +7.3 % | 5.375.914 |
| JONES FINANCIAL COMPANIES LLLP | 34.647 | 6.583 | +23.5 % | 1.458.410 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19.040 | 5.429 | +39.9 % | 801.482 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| LPL Financial LLC | 815.523 | -279.182 | -25.5 % | 34.329.186 |
| Madison Asset Management, LLC | 36.338 | -227.615 | -86.2 % | 1.529.637 |
| COMMONWEALTH EQUITY SERVICES, LLC | 61.778 | -85.587 | -58.1 % | 1.840.370 |
| OSAIC HOLDINGS, INC. | 62.559 | -60.650 | -49.2 % | 2.504.778 |
| Sanctuary Advisors, LLC | 8.957 | -13.729 | -60.5 % | 377.035 |
| Tower Research Capital LLC (TRC) | 15.895 | -13.568 | -46.1 % | 473.510 |
| Stewardship Advisors, LLC | 215.715 | -12.177 | -5.3 % | 6.426.128 |
| ENVESTNET ASSET MANAGEMENT INC | 21.567 | -11.278 | -34.3 % | 806.753 |
| UBS Group AG | 877 | -11.098 | -92.7 % | 56.790 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7.937 | -8.495 | -51.7 % | 334.106 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 01.10.2024 | New York Life Investment Management LLC | Passiv (13G/A) | Ausstieg | 0 | -6,70 pp | |
| 04.09.2024 | New York Life Investment Management LLC | Passiv (13G/A) | 6,70 % | 502.883 | +6,70 pp | |
| 04.03.2024 | New York Life Investment Management LLC | Passiv (13G/A) | Ausstieg | 0 | -21,91 pp | |
| 04.03.2024 | New York Life Investment Management LLC | Passiv (13G/A) | 21,91 % | 76.130 | +14,70 pp | |
| 04.01.2024 | New York Life Investment Management LLC | Passiv (13G) | 7,21 % | 25.238 | -2,86 pp | |
| 04.01.2024 | New York Life Investment Management LLC | Passiv (13G) | 10,07 % | 65.739 | -1,93 pp | |
| 07.12.2023 | New York Life Investment Management LLC | Passiv (13G) | 12,00 % | 271.125 | Neu |
Stammdaten
Unternehmen & Branche
| Name | NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
|---|---|
| Ticker | |
| CIK | 0001133639 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »