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Madison Asset Management, LLC

Madison Asset Management, LLC
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Ticker–Börse–
ISIN–CIK0001299351
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Unternehmen & Branche

NameMadison Asset Management, LLC
Ticker
CIK0001299351

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
Sequoia Financial Advisors, LLC5.923.8435.752.460171.383342.872.060Aufgestockt+3,0%
Madison Asset Management, LLC7.278.3157.978.218-699.903183.098.119Reduziert-8,8%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.822.0492.530.366-708.317101.378.479Reduziert-28,0%
Abacus Planning Group, Inc.1.433.2581.419.59413.66482.956.949Aufgestockt+1,0%
OXFORD FINANCIAL GROUP, LTD. LLC1.373.3761.581.999-208.62379.490.988Reduziert-13,2%
Resonant Capital Advisors, LLC1.160.2181.045.286114.93267.153.392Aufgestockt+11,0%
AlphaCore Capital LLC941.761873.10268.65954.509.137Aufgestockt+7,9%
Cetera Investment Advisers797.262901.472-104.21046.145.539Reduziert-11,6%
RAYMOND JAMES FINANCIAL INC645.114662.755-17.64137.339.192Reduziert-2,7%
STEEL GROVE CAPITAL ADVISORS, LLC620.063583.30736.75635.889.247Aufgestockt+6,3%
Allen Capital Group, LLC554.563550.8493.71432.098.108Aufgestockt+0,7%
LPL Financial LLC541.628577.130-35.50231.349.411Reduziert-6,2%
Arlington Financial Advisors, LLC534.709510.65824.05130.948.953Aufgestockt+4,7%
Rockefeller Capital Management L.P.450.827448.1492.67826.093.910Aufgestockt+0,6%
Berkeley, Inc363.522355.1548.36821.040.637Aufgestockt+2,4%
Crumly & Associates Inc.359.166366.485-7.31920.788.511Reduziert-2,0%
Cerity Partners LLC311.398317.955-6.55718.023.742Reduziert-2,1%
LEVEL FOUR ADVISORY SERVICES, LLC269.780293.793-24.01315.614.902Reduziert-8,2%
Empire Financial Management Company, LLC256.581248.9907.59114.850.936Aufgestockt+3,0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC255.620252.4493.17114.804.114Aufgestockt+1,3%
Orion Capital Management LLC178.302180.879-2.57710.320.147Reduziert-1,4%
Focus Partners Wealth173.153187.214-14.06110.022.110Reduziert-7,5%
Sunbeam Capital Management, LLC171.099169.1361.9639.903.225Aufgestockt+1,2%
ODonnell Financial Services, LLC165.443496.841-331.3989.575.840Reduziert-66,7%
CAPTRUST FINANCIAL ADVISORS156.294160.129-3.8359.034.677Reduziert-2,4%
Rothschild Wealth LLC154.618149.4065.2128.949.270Aufgestockt+3,5%
JPMORGAN CHASE & CO146.9240146.9248.653.824Neu+100,0%
SAXON INTERESTS, INC.134.729143.635-8.9067.798.143Reduziert-6,2%
Gladstone Institutional Advisory LLC127.6730127.6737.519.963Neu+100,0%
Oxbow Advisors, LLC125.118158.927-33.8097.241.848Reduziert-21,3%
Old Port Advisors122.872120.8412.0317.111.823Aufgestockt+1,7%
Weil Company, Inc.85.89268.79417.0984.971.449Aufgestockt+24,9%
AXXCESS WEALTH MANAGEMENT, LLC81.591081.5914.805.712Neu+100,0%
Fermata Advisors, LLC80.46880.699-2314.657.513Reduziert-0,3%
Darwin Wealth Management, LLC76.30283.862-7.5604.416.366Reduziert-9,0%
NorthCrest Asset Manangement, LLC74.144074.1444.300.352Neu+100,0%
LRI Investments, LLC74.12457.19816.9264.290.309Aufgestockt+29,6%
OSAIC HOLDINGS, INC.70.72076.821-6.1014.094.479Reduziert-7,9%
Herold Advisors, Inc.68.84771.362-2.5153.984.862Reduziert-3,5%
Stonebridge Financial Planning Group, LLC65.12367.338-2.2153.769.348Reduziert-3,3%
Centerpoint Advisory Group62.32664.075-1.7493.607.425Reduziert-2,7%
Aspect Partners, LLC55.78454.8049803.228.787Aufgestockt+1,8%
Merit Financial Group, LLC54.66663.539-8.8733.164.047Reduziert-14,0%
TWO SIGMA INVESTMENTS, LP48.000048.0002.827.200Neu+100,0%
Equitable Holdings, Inc.47.27376.739-29.4662.784.380Reduziert-38,4%
IFP Advisors, Inc41.75149.993-8.2422.416.548Reduziert-16,5%
Qube Research & Technologies Ltd40.51243.907-3.3952.344.835Reduziert-7,7%
ENVESTNET ASSET MANAGEMENT INC39.38420.06919.3152.279.539Aufgestockt+96,2%
Wealth Enhancement Trust Services, Inc.37.85037.7371132.190.758Aufgestockt+0,3%
Tidal Investments LLC102.0490102.0492.092.515Neu+100,0%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
Sequoia Financial Advisors, LLC5.923.8435.752.460+3,0%342.872.06023,533 Q
Madison Asset Management, LLC7.278.3157.978.218-8,8%183.098.11912,5717 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.822.0492.530.366-28,0%101.378.4796,969 Q
Abacus Planning Group, Inc.1.433.2581.419.594+1,0%82.956.9495,6917 Q
OXFORD FINANCIAL GROUP, LTD. LLC1.373.3761.581.999-13,2%79.490.9885,4611 Q
Resonant Capital Advisors, LLC1.160.2181.045.286+11,0%67.153.3924,6117 Q
AlphaCore Capital LLC941.761873.102+7,9%54.509.1373,749 Q
Cetera Investment Advisers797.262901.472-11,6%46.145.5393,1714 Q
RAYMOND JAMES FINANCIAL INC645.114662.755-2,7%37.339.1922,566 Q
STEEL GROVE CAPITAL ADVISORS, LLC620.063583.307+6,3%35.889.2472,4614 Q
Allen Capital Group, LLC554.563550.849+0,7%32.098.1082,2011 Q
LPL Financial LLC541.628577.130-6,2%31.349.4112,1517 Q
Arlington Financial Advisors, LLC534.709510.658+4,7%30.948.9532,1211 Q
Rockefeller Capital Management L.P.450.827448.149+0,6%26.093.9101,7916 Q
Berkeley, Inc363.522355.154+2,4%21.040.6371,448 Q
Crumly & Associates Inc.359.166366.485-2,0%20.788.5111,4317 Q
Cerity Partners LLC311.398317.955-2,1%18.023.7421,2416 Q
LEVEL FOUR ADVISORY SERVICES, LLC269.780293.793-8,2%15.614.9021,0714 Q
Empire Financial Management Company, LLC256.581248.990+3,0%14.850.9361,0213 Q
UNITED CAPITAL FINANCIAL ADVISORS, LLC255.620252.449+1,3%14.804.1141,022 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓14730,01.459
31.12.2025✓14632,61.613
30.09.2025✓13233,31.598
30.06.2025✓13940,71.526
31.03.2025✓14235,21.582
31.12.2024✓13734,11.524

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
UNITED CAPITAL FINANCIAL ADVISORS, LLC252.44914.864.420
Rothschild Wealth LLC149.4068.800.010
AXXCESS WEALTH MANAGEMENT, LLC81.5914.805.712
TWO SIGMA INVESTMENTS, LP48.0002.827.200
Wealth Enhancement Trust Services, Inc.37.7372.222.709
Meramec Financial Planners, LLC34.0982.098.071
Braeburn Wealth Management LLC22.7051.337.285
SUSQUEHANNA INTERNATIONAL GROUP, LLP35.803896.104
Freestone Capital Holdings, LLC14.425849.633
SIERRA SUMMIT ADVISORS LLC13.723808.285

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
SAXON INTERESTS, INC.143.635139.591+3451.8 %8.460.097
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2.530.366127.177+5.3 %151.581.296
Abacus Planning Group, Inc.1.419.59436.320+2.6 %83.614.087
Resonant Capital Advisors, LLC1.045.28629.566+2.9 %61.567.369
Qube Research & Technologies Ltd43.90725.464+138.1 %2.586.122
JPMORGAN CHASE & CO146.92423.824+19.4 %8.653.824
Arlington Financial Advisors, LLC510.65819.426+4.0 %30.077.736
Weil Company, Inc.68.79416.145+30.7 %4.051.948
JANE STREET GROUP, LLC45.08815.275+51.2 %1.287.631
Darwin Wealth Management, LLC83.86211.657+16.1 %4.939.527

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
Madison Asset Management, LLC7.978.218-723.444-8.3 %201.507.507
Cerity Partners LLC317.955-266.055-45.6 %18.727.606
LPL Financial LLC577.130-228.651-28.4 %33.992.954
AlphaCore Capital LLC873.102-71.860-7.6 %51.425.706
Oxbow Advisors, LLC158.927-59.687-27.3 %9.360.830
PARK AVENUE SECURITIES LLC105.046-55.820-34.7 %6.187
OLD MISSION CAPITAL LLC14.388-44.410-75.5 %265.188
Tidal Investments LLC102.049-37.199-26.7 %2.092.515
Richard W. Paul & Associates, LLC150-35.957-99.6 %8.835
OXFORD FINANCIAL GROUP, LTD. LLC1.581.999-32.926-2.0 %93.179.752

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Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔZweckΔ visuell
03.05.2023Madison Asset Management, LLCPassiv (13G/A)4,80 %1.127.285-1,20 pp
12.01.2023Madison Asset Management, LLCPassiv (13G/A)6,00 %1.262.964+2,60 pp
02.06.2022Madison Asset Management, LLCPassiv (13G/A)3,40 %607.386-5,30 pp
13.01.2022Madison Asset Management, LLCPassiv (13G/A)8,70 %1.107.974-5,00 pp
12.07.2021Madison Asset Management, LLCPassiv (13G)13,70 %1.177.658Neu

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