Stammdaten
Unternehmen & Branche
| Name | Overbrook Management Corp |
|---|---|
| Ticker | |
| CIK | 0001269786 |
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 |
|---|---|---|---|---|---|---|---|
| Sendero Wealth Management, LLC | 1.089.354 | 0 | 1.089.354 | 25.442.952 | Neu | +100,0% | |
| Curated Wealth Partners LLC | 689.311 | 0 | 689.311 | 16.099.550 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 44.212 | 0 | 44.212 | 1.032.616 | Neu | +100,0% | |
| LPL Financial LLC | 29.728 | 0 | 29.728 | 694.327 | Neu | +100,0% | |
| Rockefeller Capital Management L.P. | 19.703 | 0 | 19.703 | 460.183 | Neu | +100,0% | |
| Manchester Capital Management LLC | 19.243 | 0 | 19.243 | 449.440 | Neu | +100,0% | |
| US BANCORP \DE\ | 17.264 | 0 | 17.264 | 403.218 | Neu | +100,0% | |
| RWA WEALTH PARTNERS, LLC | 15.736 | 0 | 15.736 | 367.530 | Neu | +100,0% | |
| Laird Norton Wetherby Trust Company, LLC | 13.410 | 0 | 13.410 | 313.204 | Neu | +100,0% | |
| Overbrook Management Corp | 12.052 | 0 | 12.052 | 281.487 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 11.484 | 0 | 11.484 | 268.220 | Neu | +100,0% | |
| Sunbelt Securities, Inc. | 4.698 | 0 | 4.698 | 109.726 | Neu | +100,0% | |
| UBS Group AG | 3.835 | 0 | 3.835 | 89.570 | Neu | +100,0% | |
| MORGAN STANLEY | 1.312 | 0 | 1.312 | 30.643 | Neu | +100,0% | |
| Steward Partners Investment Advisory, LLC | 409 | 0 | 409 | 9.553 | Neu | +100,0% | |
| NewEdge Advisors, LLC | 274 | 0 | 274 | 6.400 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Sendero Wealth Management, LLC | 1.089.354 | 0 | +100,0% | 25.442.952 | 55,24 | 6 % | 1 Q |
| Curated Wealth Partners LLC | 689.311 | 0 | +100,0% | 16.099.550 | 34,95 | 91 % | 1 Q |
| RAYMOND JAMES FINANCIAL INC | 44.212 | 0 | +100,0% | 1.032.616 | 2,24 | 29 % | 1 Q |
| LPL Financial LLC | 29.728 | 0 | +100,0% | 694.327 | 1,51 | 0 % | 1 Q |
| Rockefeller Capital Management L.P. | 19.703 | 0 | +100,0% | 460.183 | 1,00 | 100 % | 1 Q |
| Manchester Capital Management LLC | 19.243 | 0 | +100,0% | 449.440 | 0,98 | 100 % | 1 Q |
| US BANCORP \DE\ | 17.264 | 0 | +100,0% | 403.218 | 0,88 | 100 % | 1 Q |
| RWA WEALTH PARTNERS, LLC | 15.736 | 0 | +100,0% | 367.530 | 0,80 | 100 % | 1 Q |
| Laird Norton Wetherby Trust Company, LLC | 13.410 | 0 | +100,0% | 313.204 | 0,68 | 100 % | 1 Q |
| Overbrook Management Corp | 12.052 | 0 | +100,0% | 281.487 | 0,61 | 100 % | 1 Q |
| NORTHERN TRUST CORP | 11.484 | 0 | +100,0% | 268.220 | 0,58 | 100 % | 1 Q |
| Sunbelt Securities, Inc. | 4.698 | 0 | +100,0% | 109.726 | 0,24 | 100 % | 1 Q |
| UBS Group AG | 3.835 | 0 | +100,0% | 89.570 | 0,19 | 0 % | 1 Q |
| MORGAN STANLEY | 1.312 | 0 | +100,0% | 30.643 | 0,07 | 0 % | 1 Q |
| Steward Partners Investment Advisory, LLC | 409 | 0 | +100,0% | 9.553 | 0,02 | 0 % | 1 Q |
| NewEdge Advisors, LLC | 274 | 0 | +100,0% | 6.400 | 0,01 | 0 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 16 | 2,0 | 46 |