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Janney Montgomery Scott LLC

Janney Montgomery Scott LLC
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Ticker–Börse–
ISIN–CIK0001329948
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Stammdaten

Unternehmen & Branche

NameJanney Montgomery Scott LLC
Ticker
CIK0001329948

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Geschäftsadresse1717 ARCH STREET, 19103 PHILADELPHIA, PA
Telefon215-665-6000
EIN (IRS)23-0731260

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
RAYMOND JAMES FINANCIAL INC2.006.1271.356.759649.36881.187.963Aufgestockt+47,9%
SRH ADVISORS, LLC879.273879.272146.284.649Aufgestockt0,0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE1.146.9711.180.000-33.02941.436.621Reduziert-2,8%
LPL Financial LLC781.841457.106324.73531.641.121Aufgestockt+71,0%
GREAT VALLEY ADVISOR GROUP, INC.626.514724.398-97.88425.354.760Reduziert-13,5%
Sequoia Financial Advisors, LLC495.409519.177-23.76820.049.203Reduziert-4,6%
OSAIC HOLDINGS, INC.493.910343.327150.58319.989.583Aufgestockt+43,9%
Principle Wealth Partners LLC421.307123.149298.15817.050.312Aufgestockt+242,1%
STIFEL FINANCIAL CORP408.633274.344134.28916.537.428Aufgestockt+48,9%
Boston Partners412.1540412.15414.499.580Neu+100,0%
UBS Group AG337.925289.65548.27013.675.825Aufgestockt+16,7%
COMMONWEALTH EQUITY SERVICES, LLC221.04963.637157.4128.918.620Aufgestockt+247,4%
Elmwood Wealth Management, Inc.201.518169.38332.1358.155.434Aufgestockt+19,0%
EverSource Wealth Advisors, LLC155.78941.209114.5806.304.767Aufgestockt+278,0%
Steward Partners Investment Advisory, LLC137.776112.12425.6525.575.808Aufgestockt+22,9%
ENVESTNET ASSET MANAGEMENT INC136.190120.90115.2895.511.609Aufgestockt+12,6%
TRUIST FINANCIAL CORP130.787118.45112.3365.292.942Aufgestockt+10,4%
Willow Financial LLC145.826179.152-33.3265.268.256Reduziert-18,6%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO114.558110.5474.0114.636.171Aufgestockt+3,6%
Atlas Wealth LLC110.6590110.6594.478.370Neu+100,0%
IAM Advisory, LLC99.512099.5124.027.271Neu+100,0%
ROYAL BANK OF CANADA98.45968.41430.0453.985.000Aufgestockt+43,9%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.90.01592.804-2.7893.642.900Reduziert-3,0%
CITADEL ADVISORS LLC85.824085.8243.473.297Neu+100,0%
Visionary Wealth Advisors80.71673.0377.6793.266.576Aufgestockt+10,5%
JANE STREET GROUP, LLC77.33673.0424.2942.982.838Aufgestockt+5,9%
Proficio Capital Partners LLC63.21028.16035.0502.558.109Aufgestockt+124,5%
SAGESPRING WEALTH PARTNERS, LLC58.598058.5982.371.477Neu+100,0%
TBH Global Asset Management, LLC58.522058.5222.368.402Neu+100,0%
Retirement Planning Group, LLC56.403056.4032.282.629Neu+100,0%
OLD MISSION CAPITAL LLC53.986053.9862.184.813Neu+100,0%
Arete Wealth Advisors, LLC56.627056.6272.028.662Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP48.754048.7541.973.074Neu+100,0%
Baird Financial Group, Inc.46.759046.7591.892.337Neu+100,0%
CAP Partners, LLC45.36644.5608061.835.950Aufgestockt+1,8%
NewEdge Advisors, LLC42.95433.8259.1291.794.672Aufgestockt+27,0%
Pasadena Private Wealth, LLC42.18332.2169.9671.707.146Aufgestockt+30,9%
Capital Investment Advisory Services, LLC42.16943.463-1.2941.706.579Reduziert-3,0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC37.78451.469-13.6851.544.623Reduziert-26,6%
Northwest Financial Advisors36.80231.8214.9811.489.382Aufgestockt+15,7%
Bill Few Associates, Inc.39.34927.87011.4791.421.561Aufgestockt+41,2%
Snowden Capital Advisors LLC32.74318.61714.1261.325.128Aufgestockt+75,9%
Elyxium Wealth, LLC35.5156.75728.7581.283.060Aufgestockt+425,6%
WEST MICHIGAN ADVISORS, LLC30.90223.4337.4691.250.604Aufgestockt+31,9%
Carr Financial Group Corp27.7289.50818.2201.122.149Aufgestockt+191,6%
Bright Futures Wealth Management, LLC.27.427027.4271.109.971Neu+100,0%
Farther Finance Advisors, LLC24.92422.8782.0461.020.382Aufgestockt+8,9%
Savvy Advisors, Inc.25.13116.6288.5031.017.037Aufgestockt+51,1%
JONES FINANCIAL COMPANIES LLLP25.2502.14723.103994.850Aufgestockt+1076,1%
JOHNSON INVESTMENT COUNSEL INC23.015023.015931.417Neu+100,0%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
RAYMOND JAMES FINANCIAL INC2.006.1271.356.759+47,9%81.187.96318,366 Q
SRH ADVISORS, LLC879.273879.2720,0%46.284.64910,4710 Q
MANUFACTURERS LIFE INSURANCE COMPANY, THE1.146.9711.180.000-2,8%41.436.6219,3710 Q
LPL Financial LLC781.841457.106+71,0%31.641.1217,1612 Q
GREAT VALLEY ADVISOR GROUP, INC.626.514724.398-13,5%25.354.7605,7310 Q
Sequoia Financial Advisors, LLC495.409519.177-4,6%20.049.2034,532 Q
OSAIC HOLDINGS, INC.493.910343.327+43,9%19.989.5834,5217 Q
Principle Wealth Partners LLC421.307123.149+242,1%17.050.3123,864 Q
STIFEL FINANCIAL CORP408.633274.344+48,9%16.537.4283,7410 Q
UBS Group AG337.925289.655+16,7%13.675.8253,0916 Q
COMMONWEALTH EQUITY SERVICES, LLC221.04963.637+247,4%8.918.6202,0210 Q
Elmwood Wealth Management, Inc.201.518169.383+19,0%8.155.4341,8410 Q
EverSource Wealth Advisors, LLC155.78941.209+278,0%6.304.7671,436 Q
Steward Partners Investment Advisory, LLC137.776112.124+22,9%5.575.8081,2613 Q
ENVESTNET ASSET MANAGEMENT INC136.190120.901+12,6%5.511.6091,254 Q
TRUIST FINANCIAL CORP130.787118.451+10,4%5.292.9421,204 Q
Willow Financial LLC145.826179.152-18,6%5.268.2561,192 Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO114.558110.547+3,6%4.636.1711,052 Q
Atlas Wealth LLC110.6590+100,0%4.478.3701,011 Q
IAM Advisory, LLC99.5120+100,0%4.027.2710,911 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓11712,0445
31.12.2025✓699,3328
30.09.2025✓558,0283
30.06.2025✓568,8235
31.03.2025✓385,9182
31.12.2024✓386,1182

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Sequoia Financial Advisors, LLC519.17719.910.452
Willow Financial LLC179.1526.302.567
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO110.5474.239.462
Proficio Capital Partners LLC28.1601.079.936
Karras Company, Inc.17.253661.654
Savvy Advisors, Inc.16.628637.688
Institute for Wealth Management, LLC.11.049423.730
UMB Bank, n.a.10.800414.180
Carr Financial Group Corp9.508364.629
TITLEIST ASSET MANAGEMENT, LLC9.345328.757

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
RAYMOND JAMES FINANCIAL INC1.356.759261.329+23.9 %52.031.693
Janney Montgomery Scott LLC889.341198.216+28.7 %33.735
LPL Financial LLC457.106105.127+29.9 %17.530.030
OSAIC HOLDINGS, INC.343.327101.218+41.8 %13.166.925
Principle Wealth Partners LLC123.14979.293+180.8 %4.722.776
Steward Partners Investment Advisory, LLC112.12435.317+46.0 %4.299.948
COMMONWEALTH EQUITY SERVICES, LLC63.63723.785+59.7 %2.440.480
STIFEL FINANCIAL CORP274.34423.323+9.3 %10.521.107
Pasadena Private Wealth, LLC32.2167.653+31.2 %1.235.484
Visionary Wealth Advisors73.0377.601+11.6 %2.800.970

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
JANE STREET GROUP, LLC73.042-17.294-19.1 %2.718.110
EverSource Wealth Advisors, LLC41.209-13.684-24.9 %1.580.379
UBS Group AG289.655-11.429-3.8 %11.108.269
Capital Investment Advisory Services, LLC43.463-2.625-5.7 %1.666.806
Aptus Capital Advisors, LLC2.075-1.690-44.9 %79.576
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC51.469-1.488-2.8 %2.052.580
Tidemark, LLC6.786-829-10.9 %260.227
Goldstone Financial Group, LLC21.715-496-2.2 %832.789
Northwest Financial Advisors31.821-130.0 %1.220.351

Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔZweckΔ visuell
04.01.2024Janney Montgomery Scott LLCPassiv (13G/A)0,00 %100,00 pp
04.01.2024Janney Montgomery Scott LLCPassiv (13G/A)0,00 %10-27,60 pp
04.08.2023Janney Montgomery Scott LLCPassiv (13G)27,60 %331.513Neu

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