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CIBC Private Wealth Group LLC

CIBC Private Wealth Group LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001298088
Keine Kursdaten verfügbar.
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Stammdaten

Unternehmen & Branche

NameCIBC Private Wealth Group LLC
Ticker
CIK0001298088

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)DE
Geschäftsadresse3290 NORTHSIDE PARKWAY 7TH FLOOR, 30327 ATLANTA, GA
Telefon404-881-3400
EIN (IRS)04-3173832

Listing & Historie

Fiskaljahr-Ende31.12.
Frühere NamenCIBC Private Wealth Group, LLC (bis 2024)
Atlantic Trust Group, LLC (bis 2018)
Atlantic Trust Group, Inc. (bis 2008)

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
GOLDMAN SACHS GROUP INC48.143.72050.408.256-2.264.5362.046.132.388Reduziert-4,5%
NORTHERN TRUST CORP7.779.9067.610.014169.8921.466.979.864Aufgestockt+2,2%
BANK OF AMERICA CORP /DE/13.310.26513.368.433-58.168629.236.239Reduziert-0,4%
AMERIPRISE FINANCIAL INC12.079.71912.838.701-758.982554.595.390Reduziert-5,9%
ENVESTNET ASSET MANAGEMENT INC9.614.5226.418.3063.196.216460.510.156Aufgestockt+49,8%
MORGAN STANLEY7.134.7246.998.665136.059363.756.314Aufgestockt+1,9%
LPL Financial LLC7.194.9877.134.30460.683335.714.181Aufgestockt+0,9%
PNC FINANCIAL SERVICES GROUP, INC.6.130.5466.138.589-8.043286.323.931Reduziert-0,1%
Waverly Advisors, LLC5.587.0286.194.115-607.087255.846.701Reduziert-9,8%
COLDSTREAM CAPITAL MANAGEMENT INC5.929.0295.656.741272.288251.954.111Aufgestockt+4,8%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5.505.2525.537.907-32.655245.835.250Reduziert-0,6%
WELLS FARGO & COMPANY/MN4.518.9294.334.935183.994211.352.360Aufgestockt+4,2%
JPMORGAN CHASE & CO4.999.06904.999.069210.603.260Neu+100,0%
Mariner, LLC3.872.3114.136.174-263.863179.591.567Reduziert-6,4%
COMMONWEALTH EQUITY SERVICES, LLC3.194.6533.748.661-554.008171.302.422Reduziert-14,8%
PARTNERS CAPITAL INVESTMENT GROUP, LLP3.579.2173.442.271136.946152.098.833Aufgestockt+4,0%
Dynasty Wealth Management, LLC3.473.2273.553.862-80.635147.594.785Reduziert-2,3%
Invesco Ltd.3.076.9173.071.9254.992146.245.865Aufgestockt+0,2%
UNITED CAPITAL FINANCIAL ADVISORS, LLC3.364.0693.544.597-180.528143.214.262Reduziert-5,1%
Quotient Wealth Partners, LLC3.367.7593.470.264-102.505143.112.934Reduziert-3,0%
RAYMOND JAMES FINANCIAL INC2.856.7042.536.543320.161135.200.359Aufgestockt+12,6%
NorthRock Partners, LLC3.079.2632.717.425361.838130.875.959Aufgestockt+13,3%
Cetera Investment Advisers2.475.9762.389.72786.249116.836.012Aufgestockt+3,6%
SCHARF INVESTMENTS, LLC2.826.3402.659.431166.909115.484.255Aufgestockt+6,3%
D.A. DAVIDSON & CO.2.109.2752.055.84253.433100.253.854Aufgestockt+2,6%
Arbor Investment Advisors, LLC2.027.9772.027.8809796.389.750Aufgestockt0,0%
OSAIC HOLDINGS, INC.2.095.0302.129.331-34.30195.407.489Reduziert-1,6%
Linscomb Wealth, Inc.1.975.9692.129.383-153.41493.917.798Reduziert-7,2%
Focus Partners Wealth1.727.1641.743.602-16.43881.978.480Reduziert-0,9%
ROYAL BANK OF CANADA1.627.5971.606.54421.05378.398.000Aufgestockt+1,3%
Berman McAleer LLC1.571.5391.565.3036.23674.695.235Aufgestockt+0,4%
UBS Group AG1.411.7051.922.777-511.07268.197.772Reduziert-26,6%
MML INVESTORS SERVICES, LLC1.354.8091.476.167-121.35865.731.961Reduziert-8,2%
RFG Advisory, LLC1.322.7541.444.249-121.49561.921.457Reduziert-8,4%
Allworth Financial LP1.138.393438.539699.85460.720.384Aufgestockt+159,6%
Pinnacle Financial Partners, Inc.1.275.6731.267.8727.80160.593.836Aufgestockt+0,6%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.018.4102.824.831-1.806.42149.826.526Reduziert-63,9%
Larson Financial Group LLC1.022.584870.904151.68048.602.513Aufgestockt+17,4%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.932.117939.828-7.71144.303.521Reduziert-0,8%
Jordan Park Group LLC995.3881.006.633-11.24542.290.425Reduziert-1,1%
Corient Private Wealth LLC803.718804.157-43941.295.344Reduziert-0,1%
Heartwood Wealth Advisors LLC739.810737.1122.69841.177.825Aufgestockt+0,4%
Capstone Financial Advisors, Inc.163.533168.556-5.02339.471.532Reduziert-3,0%
AlphaCore Capital LLC808.990891.246-82.25638.450.258Reduziert-9,2%
Garrett Wealth Advisory Group, LLC796.038810.044-14.00637.835.706Reduziert-1,7%
Pathstone Holdings, LLC805.091805.603-51236.902.065Reduziert-0,1%
US BANCORP \DE\839.494869.498-30.00436.228.469Reduziert-3,5%
GRIMES & Co WEALTH MANAGEMENT, LLC761.631773.857-12.22636.200.323Reduziert-1,6%
Verde Capital Management831.540774.53357.00735.336.317Aufgestockt+7,4%
TRUIST FINANCIAL CORP753.120677.77075.35035.219.513Aufgestockt+11,1%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
GOLDMAN SACHS GROUP INC48.143.72050.408.256-4,5%2.046.132.38815,9517 Q
NORTHERN TRUST CORP7.779.9067.610.014+2,2%1.466.979.86411,4417 Q
BANK OF AMERICA CORP /DE/13.310.26513.368.433-0,4%629.236.2394,9114 Q
AMERIPRISE FINANCIAL INC12.079.71912.838.701-5,9%554.595.3904,3217 Q
ENVESTNET ASSET MANAGEMENT INC9.614.5226.418.306+49,8%460.510.1563,5917 Q
MORGAN STANLEY7.134.7246.998.665+1,9%363.756.3142,8417 Q
LPL Financial LLC7.194.9877.134.304+0,9%335.714.1812,6217 Q
PNC FINANCIAL SERVICES GROUP, INC.6.130.5466.138.589-0,1%286.323.9312,2317 Q
Waverly Advisors, LLC5.587.0286.194.115-9,8%255.846.7011,9917 Q
COLDSTREAM CAPITAL MANAGEMENT INC5.929.0295.656.741+4,8%251.954.1111,9616 Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5.505.2525.537.907-0,6%245.835.2501,9217 Q
WELLS FARGO & COMPANY/MN4.518.9294.334.935+4,2%211.352.3601,6517 Q
JPMORGAN CHASE & CO4.910.8494.999.069-1,8%207.878.3281,6216 Q
Mariner, LLC3.872.3114.136.174-6,4%179.591.5671,4017 Q
COMMONWEALTH EQUITY SERVICES, LLC3.194.6533.748.661-14,8%171.302.4221,3417 Q
PARTNERS CAPITAL INVESTMENT GROUP, LLP3.579.2173.442.271+4,0%152.098.8331,1917 Q
Dynasty Wealth Management, LLC3.473.2273.553.862-2,3%147.594.7851,158 Q
Invesco Ltd.3.076.9173.071.925+0,2%146.245.8651,1417 Q
UNITED CAPITAL FINANCIAL ADVISORS, LLC3.364.0693.544.597-5,1%143.214.2621,1212 Q
Quotient Wealth Partners, LLC3.367.7593.470.264-3,0%143.112.9341,1210 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓878259,912.845
31.12.2025✓878353,816.817
30.09.2025✓856289,313.344
30.06.2025✓854273,111.640
31.03.2025✓893469,918.429
31.12.2024✓807302,912.411

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Pinnacle Financial Partners, Inc.1.267.87259.443.431
Goodman Advisory Group, LLC418.66319.643.674
GLENMEDE TRUST CO NA311.15314.503.932
PERSPECTIVE WEALTH ADVISORS LLC233.3849.652.762
PLANWISER FINANCIAL, LLC233.3849.652.762
Tactive Advisors, LLC128.4466.684.330
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC159.3226.592.755
Greenspring Advisors, LLC24.8096.169.579
Clarity Retirement & Wealth, LLC139.5615.772.228
Curry Webb Wealth Management LLC102.0484.788.069

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
Focus Partners Wealth1.743.6021.356.224+350.1 %81.614.018
GOLDMAN SACHS GROUP INC50.408.2561.047.756+2.1 %2.085.048.391
NorthRock Partners, LLC2.717.425923.369+51.5 %112.418.468
NATIONAL BANK OF CANADA /FI/577.272534.469+1248.7 %26.893.589
MORGAN STANLEY6.998.665404.492+6.1 %350.136.077
LPL Financial LLC7.134.304257.362+3.7 %324.006.649
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.939.828233.392+33.0 %44.096.730
PNC FINANCIAL SERVICES GROUP, INC.6.138.589179.971+3.0 %282.913.428
DEUTSCHE BANK AG\250.000175.000+233.3 %10.340.000
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO5.537.907171.053+3.2 %241.879.744

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
ENVESTNET ASSET MANAGEMENT INC6.418.306-3.725.152-36.7 %319.616.733
JPMORGAN CHASE & CO4.999.069-737.225-12.9 %210.603.260
Dynasty Wealth Management, LLC3.553.862-640.907-15.3 %146.987.739
Quotient Wealth Partners, LLC3.470.264-575.174-14.2 %143.530.102
BANK OF AMERICA CORP /DE/13.368.433-529.336-3.8 %621.058.076
RAYMOND JAMES FINANCIAL INC2.536.543-360.275-12.4 %116.587.034
AMERIPRISE FINANCIAL INC12.838.701-353.297-2.7 %576.250.031
UNITED CAPITAL FINANCIAL ADVISORS, LLC3.544.597-284.824-7.4 %146.717.723
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.824.831-134.959-4.6 %136.926.834
CITADEL ADVISORS LLC109.643-134.170-55.0 %4.298.606

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