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Bbr Partners, LLC

BBR PARTNERS, LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001352467
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Unternehmen & Branche

NameBBR PARTNERS, LLC
Ticker
CIK0001352467

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
Focus Partners Wealth37.260.24636.373.764886.482945.532.694Aufgestockt+2,4%
Focus Partners Advisor Solutions, LLC20.135.57519.630.402505.173510.688.634Aufgestockt+2,6%
LPL Financial LLC1.733.0171.478.506254.511207.006.861Aufgestockt+17,2%
MORGAN STANLEY843.333832.30411.029104.555.334Aufgestockt+1,3%
RAYMOND JAMES FINANCIAL INC675.344492.813182.53183.648.983Aufgestockt+37,0%
BANK OF AMERICA CORP /DE/442.993437.0315.96255.786.146Aufgestockt+1,4%
Peirce Capital Management, LLC1.817.5171.834.005-16.48846.110.406Reduziert-0,9%
Squire Investment Management Company, LLC1.707.2091.553.853153.35643.311.887Aufgestockt+9,9%
ENVESTNET ASSET MANAGEMENT INC1.251.1651.266.235-15.07041.781.787Reduziert-1,2%
KEB ASSET MANAGEMENT, LLC1.616.4501.621.003-4.55341.009.329Reduziert-0,3%
Kaufman Rossin Wealth, LLC1.276.7661.240.72436.04232.391.543Aufgestockt+2,9%
CLARIS ADVISORS, LLC / MO /1.222.8321.221.5321.30031.023.240Aufgestockt+0,1%
AMERIPRISE FINANCIAL INC241.313209.57531.73830.154.888Aufgestockt+15,1%
ACT WEALTH MANAGEMENT, LLC212.221208.0724.14926.724.991Aufgestockt+2,0%
Center for Wealth Management Advisory209.950210.537-58726.439.018Reduziert-0,3%
Garden State Investment Advisory Services LLC166.918165.6541.26421.019.994Aufgestockt+0,8%
UBS Group AG165.066190.955-25.88920.746.537Reduziert-13,6%
Wharton Business Group, LLC163.944163.944020.645.468Unverändert0,0%
AQR CAPITAL MANAGEMENT LLC799.815625.507174.30820.291.298Aufgestockt+27,9%
Brady Martz Wealth Solutions, LLC779.088715.56063.52819.765.463Aufgestockt+8,9%
Friday Financial770.945712.16358.78219.558.886Aufgestockt+8,3%
Capstone Wealth Management, LLC718.412708.38710.02518.226.105Aufgestockt+1,4%
COMMONWEALTH EQUITY SERVICES, LLC138.873113.91324.96017.488.340Aufgestockt+21,9%
WELLS FARGO & COMPANY/MN135.624124.82710.79717.079.147Aufgestockt+8,6%
EverSource Wealth Advisors, LLC650.241625.65424.58716.782.511Aufgestockt+3,9%
Forum Financial Management, LP645.859656.352-10.49316.385.446Reduziert-1,6%
WIN ADVISORS, INC126.9400126.94015.985.554Neu+100,0%
Gibson Capital, LLC622.367621.41695115.789.451Aufgestockt+0,2%
Stratos Wealth Partners, LTD.123.84540.68083.16514.726.144Aufgestockt+204,4%
Kestra Advisory Services, LLC116.579113.6332.94614.680.848Aufgestockt+2,6%
ROYAL BANK OF CANADA115.371126.993-11.62214.528.000Reduziert-9,2%
HMV Wealth Advisors, LLC536.902537.732-83013.621.204Reduziert-0,2%
GOLDMAN SACHS GROUP INC106.532116.378-9.84613.415.575Reduziert-8,5%
Cornerstone Wealth Management, LLC105.26489.76215.50213.255.941Aufgestockt+17,3%
BENNINGFIELD FINANCIAL ADVISORS, LLC522.314541.315-19.00113.251.107Reduziert-3,5%
TWO SIGMA INVESTMENTS, LP247.50071.600175.90013.237.827Aufgestockt+245,7%
Private Advisor Group, LLC115.391104.55710.83413.178.818Aufgestockt+10,4%
TRUIST FINANCIAL CORP100.67092.4458.22512.677.356Aufgestockt+8,9%
OSAIC HOLDINGS, INC.96.20163.33532.86611.534.165Aufgestockt+51,9%
Capital Investment Counsel, LLC90.88192.270-1.38911.444.624Reduziert-1,5%
Regal Investment Advisors LLC86.80787.673-86610.931.580Reduziert-1,0%
Baird Financial Group, Inc.86.68888.136-1.44810.916.620Reduziert-1,6%
CWM, LLC158.608176.921-18.31310.330.210Reduziert-10,4%
DOPKINS WEALTH MANAGEMENT, LLC397.894393.4074.48710.094.559Aufgestockt+1,1%
JDH Wealth Management, LLC375.275381.784-6.5099.520.720Reduziert-1,7%
JONES FINANCIAL COMPANIES LLLP74.92366.4318.4929.236.527Aufgestockt+12,8%
Equitable Holdings, Inc.70.61929.09841.5218.975.782Aufgestockt+142,7%
CAPTRUST FINANCIAL ADVISORS69.65470.564-9108.771.589Reduziert-1,3%
Lauterbach Financial Advisors, LLC334.410338.537-4.1278.483.987Reduziert-1,2%
Cetera Investment Advisers66.50176.641-10.1408.374.409Reduziert-13,2%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
Focus Partners Wealth37.260.24636.373.764+2,4%945.532.69430,977 Q
Focus Partners Advisor Solutions, LLC20.135.57519.630.402+2,6%510.688.63416,7313 Q
LPL Financial LLC1.733.0171.478.506+17,2%207.006.8616,7817 Q
MORGAN STANLEY843.333832.304+1,3%104.555.3343,4217 Q
RAYMOND JAMES FINANCIAL INC675.344492.813+37,0%83.648.9832,746 Q
BANK OF AMERICA CORP /DE/442.993437.031+1,4%55.786.1461,8314 Q
Peirce Capital Management, LLC1.817.5171.834.005-0,9%46.110.4061,5110 Q
Squire Investment Management Company, LLC1.707.2091.553.853+9,9%43.311.8871,4210 Q
ENVESTNET ASSET MANAGEMENT INC1.251.1651.266.235-1,2%41.781.7871,3717 Q
KEB ASSET MANAGEMENT, LLC1.616.4501.621.003-0,3%41.009.3291,3413 Q
Kaufman Rossin Wealth, LLC1.276.7661.240.724+2,9%32.391.5431,066 Q
CLARIS ADVISORS, LLC / MO /1.222.8321.221.532+0,1%31.023.2401,0213 Q
AMERIPRISE FINANCIAL INC241.313209.575+15,1%30.154.8880,9917 Q
ACT WEALTH MANAGEMENT, LLC212.221208.072+2,0%26.724.9910,883 Q
Center for Wealth Management Advisory209.950210.537-0,3%26.439.0180,872 Q
Garden State Investment Advisory Services LLC166.918165.654+0,8%21.019.9940,695 Q
UBS Group AG165.066190.955-13,6%20.746.5370,6816 Q
Wharton Business Group, LLC163.944163.9440,0%20.645.4680,6817 Q
AQR CAPITAL MANAGEMENT LLC799.815625.507+27,9%20.291.2980,6610 Q
Brady Martz Wealth Solutions, LLC779.088715.560+8,9%19.765.4630,656 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓29987,93.062
31.12.2025✓28786,32.869
30.09.2025✓26478,12.559
30.06.2025✓24974,62.114
31.03.2025✓228104,22.446
31.12.2024✓234137,63.505

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Center for Wealth Management Advisory210.53726.761.296
COGENT STRATEGIC WEALTH LLC261.1056.535.458
FIRETHORN WEALTH PARTNERS, LLC14.1491.798.479
Empowered Funds, LLC25.5051.737.111
RiverTree Advisors, LLC11.8591.507.397
Wedmont Private Capital60.8531.457.671
Cambria Investment Management, L.P.9.0331.148.185
Keating Financial Advisory Services, Inc.8.4581.075.096
Hershey Financial Advisers, LLC8.2591.049.801
E-Wealth Partners, LLC42.407988.073

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
Focus Partners Advisor Solutions, LLC19.630.4024.250.010+27.6 %457.388.363
Focus Partners Wealth36.373.7641.919.258+5.6 %847.776.224
Friday Financial712.163138.940+24.2 %16.593.409
LPL Financial LLC1.478.506129.411+9.6 %176.823.191
HMV Wealth Advisors, LLC537.73291.408+20.5 %12.529.156
Squire Investment Management Company, LLC1.553.85387.358+6.0 %36.204.770
Smartleaf Asset Management LLC87.36285.310+4157.4 %2.269.329
AQR CAPITAL MANAGEMENT LLC625.50778.804+14.4 %14.574.318
RAYMOND JAMES FINANCIAL INC492.81378.599+19.0 %61.199.205
JPMORGAN CHASE & CO75.22050.685+206.6 %2.000.840

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
BAKER TILLY WEALTH MANAGEMENT, LLC62.885-84.159-57.2 %1.465.227
ROYAL BANK OF CANADA126.993-25.157-16.5 %16.142.000
Cambridge Investment Research Advisors, Inc.263.437-22.504-7.9 %33.486
EARNED WEALTH ADVISORS, LLC87.853-18.550-17.4 %2.046.983
BENNINGFIELD FINANCIAL ADVISORS, LLC541.315-15.115-2.7 %12.612.640
DOPKINS WEALTH MANAGEMENT, LLC393.407-12.127-3.0 %9.166.388
POINCIANA ADVISORS GROUP, LLC247.387-11.428-4.4 %5.764.122
IFG Advisors, LLC108.297-10.543-8.9 %2.523.328
Allworth Financial LP257.507-9.938-3.7 %5.999.907
Curi Capital, LLC82.395-9.811-10.6 %1.919.804

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