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Bbr Partners, LLC

BBR PARTNERS, LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001352467
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameBBR PARTNERS, LLC
Ticker–
CIK0001352467

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)DE
Geschäftsadresse55 EAST 52ND STREET 18TH FLOOR, 10055 NEW YORK, NY
Telefon212-313-9870
EIN (IRS)13-4088325

Listing & Historie

Fiskaljahr-Ende31.12.

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 4029 von typischerweise 8431 Fonds (48 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Focus Partners Wealth37.260.246037.260.246945.532.694Neu+100,0%
Focus Partners Advisor Solutions, LLC20.135.575020.135.575510.688.634Neu+100,0%
LPL Financial LLC1.733.01701.733.017207.006.861Neu+100,0%
MORGAN STANLEY843.3330843.333104.555.334Neu+100,0%
Cambridge Investment Research Advisors, Inc.656.826289.045367.781104.156.000Aufgestockt+127,2%
RAYMOND JAMES FINANCIAL INC675.3440675.34483.648.983Neu+100,0%
BANK OF AMERICA CORP /DE/442.9930442.99355.786.146Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC1.261.1581.251.1659.99352.339.730Aufgestockt+0,8%
Squire Investment Management Company, LLC1.716.5301.707.2099.32150.104.990Aufgestockt+0,5%
KEB ASSET MANAGEMENT, LLC1.602.2421.616.450-14.20846.768.968Reduziert-0,9%
Kaufman Rossin Wealth, LLC1.408.6201.276.766131.85440.512.886Aufgestockt+10,3%
ACT WEALTH MANAGEMENT, LLC215.222212.2213.00136.256.298Aufgestockt+1,4%
CLARIS ADVISORS, LLC / MO /1.213.3701.222.832-9.46235.417.893Reduziert-0,8%
AMERIPRISE FINANCIAL INC241.3130241.31330.154.888Neu+100,0%
Peirce Capital Management, LLC972.9721.817.517-844.54528.400.758Reduziert-46,5%
Center for Wealth Management Advisory209.9500209.95026.439.018Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC140.053138.8731.18023.593.404Aufgestockt+0,8%
Friday Financial810.376770.94539.43123.290.220Aufgestockt+5,1%
Brady Martz Wealth Solutions, LLC780.094779.0881.00622.770.710Aufgestockt+0,1%
Garden State Investment Advisory Services LLC166.9180166.91821.019.994Neu+100,0%
Cornerstone Wealth Management, LLC124.307105.26419.04320.940.821Aufgestockt+18,1%
Private Advisor Group, LLC123.695115.3918.30420.837.611Aufgestockt+7,2%
Capstone Wealth Management, LLC711.693718.412-6.71920.774.107Reduziert-0,9%
UBS Group AG165.0660165.06620.746.537Neu+100,0%
Wharton Business Group, LLC163.9440163.94420.645.468Neu+100,0%
AQR CAPITAL MANAGEMENT LLC799.8150799.81520.291.298Neu+100,0%
WIN ADVISORS, INC120.372126.940-6.56820.277.867Reduziert-5,2%
EverSource Wealth Advisors, LLC676.704650.24126.46320.105.564Aufgestockt+4,1%
Kestra Advisory Services, LLC138.934116.57922.35520.099.733Aufgestockt+19,2%
HMV Wealth Advisors, LLC646.657536.902109.75518.875.724Aufgestockt+20,4%
Forum Financial Management, LP634.359645.859-11.50018.516.752Reduziert-1,8%
HBE Wealth Management, LLC620.965618.8272.13818.125.792Aufgestockt+0,3%
Vistica Wealth Advisors, LLC603.279577.22726.05217.609.541Aufgestockt+4,5%
WELLS FARGO & COMPANY/MN135.6240135.62417.079.147Neu+100,0%
TRUIST FINANCIAL CORP97.528100.670-3.14216.429.528Reduziert-3,1%
Gibson Capital, LLC622.3670622.36715.789.451Neu+100,0%
Capital Investment Counsel, LLC90.82690.881-5515.300.521Reduziert-0,1%
BENNINGFIELD FINANCIAL ADVISORS, LLC512.763522.314-9.55114.967.399Reduziert-1,8%
Stratos Wealth Partners, LTD.123.8450123.84514.726.144Neu+100,0%
ROYAL BANK OF CANADA115.3710115.37114.528.000Neu+100,0%
GOLDMAN SACHS GROUP INC106.5320106.53213.415.575Neu+100,0%
TWO SIGMA INVESTMENTS, LP247.5000247.50013.237.827Neu+100,0%
DOPKINS WEALTH MANAGEMENT, LLC397.068397.894-82611.590.291Reduziert-0,2%
OSAIC HOLDINGS, INC.96.201096.20111.534.165Neu+100,0%
Regal Investment Advisors LLC86.807086.80710.931.580Neu+100,0%
Baird Financial Group, Inc.86.688086.68810.916.620Neu+100,0%
CWM, LLC158.6080158.60810.330.210Neu+100,0%
JDH Wealth Management, LLC350.048375.275-25.22710.217.788Reduziert-6,7%
Lauterbach Financial Advisors, LLC328.483334.410-5.9279.588.326Reduziert-1,8%
JONES FINANCIAL COMPANIES LLLP74.923074.9239.236.527Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 4029 von typischerweise 8431 Fonds (48 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
Cambridge Investment Research Advisors, Inc.656.826289.045+127,2%104.156.00010,73–17 Q
ENVESTNET ASSET MANAGEMENT INC1.261.1581.251.165+0,8%52.339.7305,39100 %17 Q
Squire Investment Management Company, LLC1.716.5301.707.209+0,5%50.104.9905,160 %11 Q
KEB ASSET MANAGEMENT, LLC1.602.2421.616.450-0,9%46.768.9684,820 %14 Q
Kaufman Rossin Wealth, LLC1.408.6201.276.766+10,3%40.512.8864,170 %7 Q
ACT WEALTH MANAGEMENT, LLC215.222212.221+1,4%36.256.2983,740 %4 Q
CLARIS ADVISORS, LLC / MO /1.213.3701.222.832-0,8%35.417.8933,650 %14 Q
Peirce Capital Management, LLC972.9721.817.517-46,5%28.400.7582,930 %11 Q
COMMONWEALTH EQUITY SERVICES, LLC140.053138.873+0,8%23.593.4042,43–17 Q
Friday Financial810.376770.945+5,1%23.290.2202,400 %7 Q
Brady Martz Wealth Solutions, LLC780.094779.088+0,1%22.770.7102,350 %7 Q
Cornerstone Wealth Management, LLC124.307105.264+18,1%20.940.8212,168 %16 Q
Private Advisor Group, LLC123.695115.391+7,2%20.837.6112,150 %17 Q
Capstone Wealth Management, LLC711.693718.412-0,9%20.774.1072,140 %7 Q
WIN ADVISORS, INC120.372126.940-5,2%20.277.8672,090 %9 Q
EverSource Wealth Advisors, LLC676.704650.241+4,1%20.105.5642,07100 %15 Q
Kestra Advisory Services, LLC138.934116.579+19,2%20.099.7332,07–17 Q
HMV Wealth Advisors, LLC646.657536.902+20,4%18.875.7241,940 %7 Q
Forum Financial Management, LP634.359645.859-1,8%18.516.7521,910 %14 Q
HBE Wealth Management, LLC620.965618.827+0,3%18.125.7921,870 %3 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.17021,2969
31.03.2026✓30589,33.136
31.12.2025✓29285,72.786
30.09.2025✓26376,72.459
30.06.2025✓24974,52.187
31.03.2025✓22872,41.856

Top 10 Neueinsteiger

FondsAnteileWert (USD)
WIN ADVISORS, INC126.94015.985.554
Ethos Financial Group, LLC56.2917.088.726
AssuredPartners Investment Advisors, LLC45.5205.896.199
UMB Bank, n.a.75.9901.927.866
TITLEIST ASSET MANAGEMENT, LLC14.9311.880.261
RFG Advisory, LLC9.8061.234.870
Envision Financial Transparency, LLC7.664965.000
Daytona Street Capital LLC37.239954.808
Post Resch Tallon Group Inc.7.355939.748
Madrid Financial Services19.705499.916

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
Focus Partners Wealth37.260.246886.482+2.4 %945.532.694
Focus Partners Advisor Solutions, LLC20.135.575505.173+2.6 %510.688.634
LPL Financial LLC1.733.017254.511+17.2 %207.006.861
Farther Finance Advisors, LLC199.011188.020+1710.7 %6.824.337
RAYMOND JAMES FINANCIAL INC675.344182.531+37.0 %83.648.983
TWO SIGMA INVESTMENTS, LP247.500175.900+245.7 %13.237.827
AQR CAPITAL MANAGEMENT LLC799.815174.308+27.9 %20.291.298
Squire Investment Management Company, LLC1.707.209153.356+9.9 %43.311.887
Quantinno Capital Management LP112.74498.582+696.1 %3.265.673
Mariner, LLC189.50593.134+96.6 %7.019.857

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
Vistica Wealth Advisors, LLC577.227-31.590-5.2 %14.644.256
UBS Group AG165.066-25.889-13.6 %20.746.537
BAKER TILLY WEALTH MANAGEMENT, LLC42.829-20.056-31.9 %1.086.579
Beaird Harris Wealth Management, LLC21.875-19.086-46.6 %569.752
BENNINGFIELD FINANCIAL ADVISORS, LLC522.314-19.001-3.5 %13.251.107
CWM, LLC158.608-18.313-10.4 %10.330.210
Empowered Funds, LLC8.984-16.521-64.8 %1.131.355
Peirce Capital Management, LLC1.817.517-16.488-0.9 %46.110.406
ENVESTNET ASSET MANAGEMENT INC1.251.165-15.070-1.2 %41.781.787
ROYAL BANK OF CANADA115.371-11.622-9.2 %14.528.000

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