Stammdaten
Unternehmen & Branche
| Name | L & S Advisors Inc |
|---|---|
| Ticker | |
| CIK | 0001392364 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 17.100.663 | 18.388.149 | -1.287.486 | 685.052.560 | Reduziert | -7,0% | |
| Allianz Asset Management GmbH | 2.631.576 | 3.576.883 | -945.307 | 129.945.644 | Reduziert | -26,4% | |
| CWM, LLC | 1.819.372 | 1.646.571 | 172.801 | 83.296.092 | Aufgestockt | +10,5% | |
| MORGAN STANLEY | 2.926.664 | 2.658.194 | 268.470 | 75.565.063 | Aufgestockt | +10,1% | |
| ENVESTNET ASSET MANAGEMENT INC | 1.611.556 | 1.269.946 | 341.610 | 67.927.332 | Aufgestockt | +26,9% | |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 967.316 | 700.920 | 266.396 | 44.312.735 | Aufgestockt | +38,0% | |
| RAYMOND JAMES FINANCIAL INC | 880.078 | 747.185 | 132.893 | 38.457.007 | Aufgestockt | +17,8% | |
| LPL Financial LLC | 913.880 | 936.306 | -22.426 | 36.309.951 | Reduziert | -2,4% | |
| NewEdge Advisors, LLC | 708.021 | 20.746 | 687.275 | 31.864.603 | Aufgestockt | +3312,8% | |
| Boothe Investment Group, Inc. | 679.687 | 645.479 | 34.208 | 31.136.461 | Aufgestockt | +5,3% | |
| UBS Group AG | 688.924 | 624.993 | 63.931 | 30.351.004 | Aufgestockt | +10,2% | |
| W.G. Shaheen & Associates DBA Whitney & Co | 581.228 | 543.338 | 37.890 | 26.626.067 | Aufgestockt | +7,0% | |
| BANK OF AMERICA CORP /DE/ | 665.121 | 591.776 | 73.345 | 24.249.166 | Aufgestockt | +12,4% | |
| Benchmark Financial Wealth Advisors, LLC | 522.098 | 492.384 | 29.714 | 23.917.289 | Aufgestockt | +6,0% | |
| Journey Advisory Group, LLC | 496.108 | 125.136 | 370.972 | 22.726.707 | Aufgestockt | +296,5% | |
| Mariner, LLC | 473.936 | 599.761 | -125.825 | 21.711.007 | Reduziert | -21,0% | |
| State of New Jersey Common Pension Fund D | 400.000 | 250.000 | 150.000 | 19.751.760 | Aufgestockt | +60,0% | |
| GOLDMAN SACHS GROUP INC | 371.945 | 195.486 | 176.459 | 18.238.990 | Aufgestockt | +90,3% | |
| MML INVESTORS SERVICES, LLC | 410.081 | 427.795 | -17.714 | 17.566.012 | Reduziert | -4,1% | |
| L & S Advisors Inc | 719.329 | 57.151.067 | -56.431.738 | 15.289.118 | Reduziert | -98,7% | |
| Aptus Capital Advisors, LLC | 309.100 | 309.250 | -150 | 14.148.264 | Reduziert | 0,0% | |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 308.616 | 308.766 | -150 | 14.137.713 | Reduziert | 0,0% | |
| Envestnet Portfolio Solutions, Inc. | 346.387 | 372.030 | -25.643 | 13.876.253 | Reduziert | -6,9% | |
| Holcombe Financial, Inc. | 259.959 | 239.289 | 20.670 | 11.908.722 | Aufgestockt | +8,6% | |
| Flatrock Wealth Partners LLC | 221.951 | 221.951 | 0 | 10.959.810 | Unverändert | 0,0% | |
| Beckerman Institutional, LLC | 236.113 | 224.157 | 11.956 | 10.865.746 | Aufgestockt | +5,3% | |
| Aprio Wealth Management, LLC | 230.753 | 221.618 | 9.135 | 10.570.778 | Aufgestockt | +4,1% | |
| Ocean Park Asset Management, LLC | 208.900 | 0 | 208.900 | 10.503.492 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 331.360 | 242.058 | 89.302 | 10.328.603 | Aufgestockt | +36,9% | |
| Stratos Wealth Advisors, LLC | 219.064 | 201.966 | 17.098 | 9.966.361 | Aufgestockt | +8,5% | |
| Cravens & Co Advisors, LLC | 216.828 | 210.965 | 5.863 | 9.932.891 | Aufgestockt | +2,8% | |
| Independent Advisor Alliance | 197.473 | 0 | 197.473 | 9.751.094 | Neu | +100,0% | |
| United Bank | 241.931 | 236.150 | 5.781 | 9.691.756 | Aufgestockt | +2,4% | |
| Boltwood Capital Management | 233.538 | 293.872 | -60.334 | 9.355.532 | Reduziert | -20,5% | |
| Visionary Wealth Advisors | 202.096 | 190.996 | 11.100 | 9.258.018 | Aufgestockt | +5,8% | |
| Ausdal Financial Partners, Inc. | 199.361 | 188.385 | 10.976 | 8.901.951 | Aufgestockt | +5,8% | |
| Hippocratic Financial Advisors, LLC | 189.909 | 180.353 | 9.556 | 8.699.731 | Aufgestockt | +5,3% | |
| Landmark Wealth Management, LLC | 177.470 | 140.901 | 36.569 | 8.129.881 | Aufgestockt | +26,0% | |
| Gradient Investments LLC | 154.671 | 149.904 | 4.767 | 7.637.563 | Aufgestockt | +3,2% | |
| Fortis Advisors, LLC | 164.649 | 204.107 | -39.458 | 7.542.562 | Reduziert | -19,3% | |
| WADDELL & ASSOCIATES, LLC | 162.154 | 164.566 | -2.412 | 7.428.289 | Reduziert | -1,5% | |
| Pinnacle Financial Partners, Inc. | 168.115 | 153.018 | 15.097 | 6.734.687 | Aufgestockt | +9,9% | |
| CARY STREET PARTNERS FINANCIAL LLC | 141.787 | 144.126 | -2.339 | 6.495.262 | Reduziert | -1,6% | |
| Elyxium Wealth, LLC | 135.234 | 116.398 | 18.836 | 6.195.071 | Aufgestockt | +16,2% | |
| OPTIMA CAPITAL LLC | 127.454 | 120.040 | 7.414 | 5.838.668 | Aufgestockt | +6,2% | |
| Ironsides Asset Advisors, LLC | 257.596 | 258.059 | -463 | 5.622.887 | Reduziert | -0,2% | |
| Investment Partners Asset Management, Inc. | 253.685 | 234.301 | 19.384 | 5.537.511 | Aufgestockt | +8,3% | |
| Premier Path Wealth Partners, LLC | 113.682 | 133.891 | -20.209 | 5.207.755 | Reduziert | -15,1% | |
| Mid-American Wealth Advisory Group, Inc. | 93.530 | 93.530 | 0 | 4.702.678 | Unverändert | 0,0% | |
| Cetera Investment Advisers | 120.929 | 81.492 | 39.437 | 4.662.988 | Aufgestockt | +48,4% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 17.100.663 | 18.388.149 | -7,0% | 685.052.560 | 36,23 | 95 % | 17 Q |
| Allianz Asset Management GmbH | 2.631.576 | 3.576.883 | -26,4% | 129.945.644 | 6,87 | 100 % | 12 Q |
| CWM, LLC | 1.819.372 | 1.646.571 | +10,5% | 83.296.092 | 4,41 | 0 % | 13 Q |
| MORGAN STANLEY | 2.926.664 | 2.658.194 | +10,1% | 75.565.063 | 4,00 | 0 % | 17 Q |
| ENVESTNET ASSET MANAGEMENT INC | 1.611.556 | 1.269.946 | +26,9% | 67.927.332 | 3,59 | 100 % | 17 Q |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 967.316 | 700.920 | +38,0% | 44.312.735 | 2,34 | 0 % | 8 Q |
| RAYMOND JAMES FINANCIAL INC | 880.078 | 747.185 | +17,8% | 38.457.007 | 2,03 | 0 % | 6 Q |
| LPL Financial LLC | 913.880 | 936.306 | -2,4% | 36.309.951 | 1,92 | 0 % | 17 Q |
| NewEdge Advisors, LLC | 708.021 | 20.746 | +3312,8% | 31.864.603 | 1,69 | 4 % | 14 Q |
| Boothe Investment Group, Inc. | 679.687 | 645.479 | +5,3% | 31.136.461 | 1,65 | 0 % | 13 Q |
| UBS Group AG | 688.924 | 624.993 | +10,2% | 30.351.004 | 1,61 | 8 % | 17 Q |
| W.G. Shaheen & Associates DBA Whitney & Co | 581.228 | 543.338 | +7,0% | 26.626.067 | 1,41 | 9 % | 14 Q |
| BANK OF AMERICA CORP /DE/ | 665.121 | 591.776 | +12,4% | 24.249.166 | 1,28 | 0 % | 14 Q |
| Benchmark Financial Wealth Advisors, LLC | 522.098 | 492.384 | +6,0% | 23.917.289 | 1,26 | 1 % | 5 Q |
| Journey Advisory Group, LLC | 496.108 | 125.136 | +296,5% | 22.726.707 | 1,20 | 100 % | 3 Q |
| Mariner, LLC | 473.936 | 599.761 | -21,0% | 21.711.007 | 1,15 | 0 % | 9 Q |
| State of New Jersey Common Pension Fund D | 400.000 | 250.000 | +60,0% | 19.751.760 | 1,04 | 100 % | 6 Q |
| GOLDMAN SACHS GROUP INC | 371.945 | 195.486 | +90,3% | 18.238.990 | 0,96 | 0 % | 5 Q |
| MML INVESTORS SERVICES, LLC | 410.081 | 427.795 | -4,1% | 17.566.012 | 0,93 | 0 % | 17 Q |
| L & S Advisors Inc | 719.329 | 57.151.067 | -98,7% | 15.289.118 | 0,81 | 0 % | 17 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 254 | 49,3 | 1.913 |
| 31.12.2025 | ✓ | 244 | 108,5 | 2.015 |
| 30.09.2025 | ✓ | 239 | 123,8 | 2.216 |
| 30.06.2025 | ✓ | 236 | 137,4 | 2.087 |
| 31.03.2025 | ✓ | 243 | 130,1 | 2.391 |
| 31.12.2024 | ✓ | 224 | 135,9 | 2.435 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Holcombe Financial, Inc. | 239.289 | 11.094.515 |
| Flatrock Wealth Partners LLC | 221.951 | 10.959.810 |
| Pinnacle Financial Partners, Inc. | 153.018 | 6.233.180 |
| Vestmark Advisory Solutions, Inc. | 81.952 | 3.799.664 |
| BENJAMIN EDWARDS INC | 139.154 | 3.091.755 |
| LFG Wealth Partners, LLC | 92.723 | 2.060.295 |
| TORONTO DOMINION BANK | 40.000 | 2.011.200 |
| EJMK Ventures LLC | 30.113 | 1.226.646 |
| SHRIER WEALTH MANAGEMENT, LLC | 12.441 | 576.834 |
| DEARBORN PARTNERS LLC | 22.903 | 508.905 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Mariner, LLC | 599.761 | 445.083 | +287.7 % | 28.441.414 |
| MORGAN STANLEY | 2.658.194 | 309.105 | +13.2 % | 68.047.824 |
| CWM, LLC | 1.646.571 | 189.516 | +13.0 % | 76.300 |
| GOLDMAN SACHS GROUP INC | 195.486 | 162.925 | +500.4 % | 9.744.954 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 700.920 | 160.205 | +29.6 % | 32.497.811 |
| LPL Financial LLC | 936.306 | 135.201 | +16.9 % | 38.069.272 |
| Focus Partners Wealth | 123.588 | 117.248 | +1849.3 % | 6.274.873 |
| Corient Private Wealth LLC | 96.498 | 85.799 | +801.9 % | 4.223.467 |
| Benchmark Financial Wealth Advisors, LLC | 492.384 | 77.567 | +18.7 % | 22.829.145 |
| Journey Advisory Group, LLC | 125.136 | 66.607 | +113.8 % | 5.801.868 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| L & S Advisors Inc | 57.151.067 | -11.414.625 | -16.6 % | 73.685.434 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 129.009 | -1.206.447 | -90.3 % | 6.504.934 |
| Allianz Asset Management GmbH | 3.576.883 | -1.187.376 | -24.9 % | 179.845.677 |
| Advocacy Wealth Management, LLC | 6.137 | -865.962 | -99.3 % | 308.568 |
| NORTHERN TRUST CORP | 18.388.149 | -708.761 | -3.7 % | 749.041.249 |
| ENVESTNET ASSET MANAGEMENT INC | 1.269.946 | -683.869 | -35.0 % | 52.950.030 |
| Cetera Investment Advisers | 81.492 | -430.039 | -84.1 % | 2.605.578 |
| Ocean Park Asset Management, LLC | 208.900 | -248.800 | -54.4 % | 10.503.492 |
| State of New Jersey Common Pension Fund D | 250.000 | -200.000 | -44.4 % | 12.570.000 |
| JANE STREET GROUP, LLC | 65.891 | -125.272 | -65.5 % | 3.177.919 |