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Ancora Advisors LLC

Ancora Advisors LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001446114
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameAncora Advisors LLC
Ticker–
CIK0001446114

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)OH
Geschäftsadresse6060 PARKLAND BOULEVARD, SUITE 200, 44124 CLEVELAND, OH
Telefon2168254000
EIN (IRS)33-1033773

Listing & Historie

Fiskaljahr-Ende31.12.
Frühere NamenAncora Advisors, LLC (bis 2024)

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 3597 von typischerweise 8414 Fonds (43 %) 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
Optiver Holding B.V.123.845.3000123.845.30050.377.270.533Neu+100,0%
IMC-Chicago, LLC69.022.362069.022.36223.219.949.079Neu+100,0%
JPMORGAN CHASE & CO251.276.7620251.276.76219.312.262.436Neu+100,0%
AKUNA SECURITIES LLC27.290.200027.290.20015.751.357.636Neu+100,0%
SIMPLEX TRADING, LLC55.138.122055.138.12214.796.000.961Neu+100,0%
LPL Financial LLC297.101.2700297.101.27012.052.197.282Neu+100,0%
Financial Engines Advisors L.L.C.318.210.0980318.210.0988.688.216.627Neu+100,0%
MORGAN STANLEY165.620.0390165.620.0398.000.873.574Neu+100,0%
BANK OF AMERICA CORP /DE/164.115.4730164.115.4737.553.162.332Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC110.433.7690110.433.7694.759.899.476Neu+100,0%
RAYMOND JAMES FINANCIAL INC76.640.248076.640.2483.705.944.305Neu+100,0%
NORTHERN TRUST CORP50.141.931050.141.9313.342.779.241Neu+100,0%
WELLS FARGO & COMPANY/MN73.239.191073.239.1913.342.420.555Neu+100,0%
Capital International Investors93.847.810093.847.8102.672.559.215Neu+100,0%
STATE STREET CORP99.109.511099.109.5112.574.305.460Neu+100,0%
FMR LLC71.470.221071.470.2212.537.673.090Neu+100,0%
Cetera Investment Advisers54.351.140054.351.1402.517.521.625Neu+100,0%
Cambridge Investment Research Advisors, Inc.45.375.10321.223.46824.151.6352.301.919.000Aufgestockt+113,8%
UBS Group AG52.048.271052.048.2712.249.235.017Neu+100,0%
AMERIPRISE FINANCIAL INC45.699.098045.699.0982.028.964.151Neu+100,0%
OSAIC HOLDINGS, INC.41.652.824041.652.8241.815.288.200Neu+100,0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO40.847.135040.847.1351.685.982.731Neu+100,0%
ROYAL BANK OF CANADA37.102.889037.102.8891.603.066.000Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC30.571.06529.308.9471.262.1181.543.881.489Aufgestockt+4,3%
CWM, LLC42.403.595042.403.5951.320.782.939Neu+100,0%
GROUP ONE TRADING LLC14.760.798014.760.7981.213.582.355Neu+100,0%
PRUDENTIAL FINANCIAL INC22.447.880022.447.8801.111.170.060Neu+100,0%
STIFEL FINANCIAL CORP28.657.696028.657.6961.104.821.452Neu+100,0%
HB Wealth Management, LLC23.757.18421.616.0932.141.0911.049.549.685Aufgestockt+9,9%
JONES FINANCIAL COMPANIES LLLP22.325.840022.325.840983.439.062Neu+100,0%
ASSETMARK, INC21.221.09922.439.915-1.218.816895.292.104Reduziert-5,4%
SUSQUEHANNA INTERNATIONAL GROUP, LLP19.723.398019.723.398874.705.518Neu+100,0%
Private Advisor Group, LLC17.582.56317.321.443261.120873.047.111Aufgestockt+1,5%
MML INVESTORS SERVICES, LLC18.926.576018.926.576853.295.234Neu+100,0%
ALLIANCEBERNSTEIN L.P.20.228.962020.228.962842.804.306Neu+100,0%
Savant Capital, LLC14.768.813014.768.813829.747.799Neu+100,0%
JANE STREET GROUP, LLC18.437.192018.437.192810.554.833Neu+100,0%
Maven Securities LTD5.310.10005.310.100789.387.703Neu+100,0%
Focus Partners Wealth9.266.06609.266.066753.709.618Neu+100,0%
Janney Montgomery Scott LLC14.939.926014.939.926740.741.000Neu+100,0%
HighTower Advisors, LLC17.583.186017.583.186733.044.918Neu+100,0%
Allworth Financial LP18.014.419018.014.419715.156.082Neu+100,0%
FARALLON CAPITAL MANAGEMENT, L.L.C.3.600.00003.600.000690.912.000Neu+100,0%
Merit Financial Group, LLC18.587.45717.671.187916.270670.404.878Aufgestockt+5,2%
CMT Capital Markets Trading GmbH7.159.90007.159.900664.540.000Neu+100,0%
AIA Group Ltd15.163.19613.797.0351.366.161631.551.349Aufgestockt+9,9%
Vestmark Advisory Solutions, Inc.11.367.545011.367.545616.182.983Neu+100,0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15.146.16514.217.892928.273608.441.271Aufgestockt+6,5%
CAPTRUST FINANCIAL ADVISORS12.730.806012.730.806601.073.556Neu+100,0%
Mariner, LLC13.591.261013.591.261574.105.256Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) 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.45.375.10321.223.468+113,8%2.301.919.0005,88–17 Q
COMMONWEALTH EQUITY SERVICES, LLC30.571.06529.308.947+4,3%1.543.881.4893,94–17 Q
HB Wealth Management, LLC23.757.18421.616.093+9,9%1.049.549.6852,68100 %17 Q
ASSETMARK, INC21.221.09922.439.915-5,4%895.292.1042,29100 %17 Q
Private Advisor Group, LLC17.582.56317.321.443+1,5%873.047.1112,230 %17 Q
Merit Financial Group, LLC18.587.45717.671.187+5,2%670.404.8781,710 %17 Q
AIA Group Ltd15.163.19613.797.035+9,9%631.551.3491,61100 %17 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC15.146.16514.217.892+6,5%608.441.2711,554 %17 Q
MATHER GROUP, LLC.16.623.21622.288.332-25,4%557.036.9321,420 %17 Q
TRUIST FINANCIAL CORP9.568.3248.760.505+9,2%505.547.6131,296 %17 Q
Blue Trust, Inc.6.226.5546.292.865-1,1%504.916.5101,2963 %17 Q
Kestra Advisory Services, LLC9.530.2799.508.007+0,2%500.126.5351,28–17 Q
RiverFront Investment Group, LLC11.133.58411.845.660-6,0%468.975.2421,20100 %17 Q
Gradient Investments LLC12.346.75213.343.303-7,5%425.829.3281,090 %17 Q
FACTORY MUTUAL INSURANCE CO8.295.1646.160.864+34,6%393.756.4911,01100 %17 Q
BENJAMIN EDWARDS INC11.663.21412.842.624-9,2%389.669.8801,00100 %17 Q
WestEnd Advisors, LLC4.841.8453.843.829+26,0%363.962.0870,93100 %17 Q
EXCHANGE TRADED CONCEPTS, LLC10.654.6907.817.656+36,3%322.185.4170,827 %11 Q
Confluence Wealth Services, Inc.7.463.6395.536.223+34,8%309.730.7780,790 %11 Q
Mirae Asset Global Investments Co., Ltd.7.235.1498.709.156-16,9%294.411.4770,75100 %17 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.1.884867,039.061
31.03.2026✓3.5184.133,8169.862
31.12.2025✓3.4423.830,1156.832
30.09.2025✓3.2143.805,2156.361
30.06.2025✓3.1023.344,6127.029
31.03.2025✓3.0043.118,7112.039

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Perigon Wealth Management, LLC4.920.933258.227.381
LeClair Wealth Partners LLC1.504.54368.213.315
Global X Japan Co., Ltd.1.454.54759.534.205
WNY Asset Management, LLC963.18753.201.279
Navigation Group, LLC731.09537.038.010
RETIREMITTEN FINANCIAL LLC1.141.71029.250.608
Lloyd Harbor Capital Management, LLC185.00024.640.150
NICOLET BANKSHARES INC865.58020.992.447
RIVERSEDGE ADVISORS, LLC390.62018.335.574
ALPS ADVISORS INC374.33017.623.456

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
LPL Financial LLC297.101.27029.895.062+11.2 %12.052.197.282
ENVESTNET ASSET MANAGEMENT INC110.433.76917.268.273+18.5 %4.759.899.476
UBS Group AG51.907.63416.256.062+45.6 %2.240.815.072
RAYMOND JAMES FINANCIAL INC76.640.24816.187.916+26.8 %3.705.944.305
Independent Advisor Alliance11.319.60810.973.193+3167.6 %412.508.569
BANK OF MONTREAL /CAN/12.708.50810.280.055+423.3 %518.922.102
WELLS FARGO & COMPANY/MN73.239.1919.937.505+15.7 %3.342.420.464
JPMORGAN CHASE & CO220.452.3629.529.838+4.5 %12.561.428.667
Municipal Employees' Retirement System of Michigan61.702.2279.057.727+17.2 %1.714.106
MORGAN STANLEY165.620.0398.862.093+5.7 %8.000.873.574

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
Nan Shan Life Insurance Co., Ltd.217.775-10.739.125-98.0 %35.623.635
Richard Bernstein Advisors LLC1.688-7.944.187-100.0 %48.367
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC14.217.892-6.274.807-30.6 %558.632.461
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC9.340.961-5.898.236-38.7 %239.819.978
Advance Capital Management, Inc.565.450-5.539.381-90.7 %39.306.936
SIGNATUREFD, LLC526.880-4.945.994-90.4 %31.861.040
Ancora Advisors LLC10.021.321-4.273.039-29.9 %37.194.970
Corient Private Wealth LLC2.800.310-2.950.616-51.3 %133.619.445
MERCER GLOBAL ADVISORS INC /ADV1.743.459-2.682.123-60.6 %72.369.651
Annex Advisory Services, LLC2.098.903-2.665.724-55.9 %87.279.122

Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Proxy-/Governance-Filings

Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen. Aktivisten-Proxy-Fight (contested solicitation) = Kampf um Verwaltungsrat-Sitze oder gegen das Management.

Datum (US)KategorieForm
06.05.2024Aktivisten-Proxy-FightDFAN14ASEC »
06.05.2024Aktivisten-Proxy-FightDFAN14ASEC »
03.05.2024Aktivisten-Proxy-FightDFAN14ASEC »
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01.05.2024Aktivisten-Proxy-FightDFAN14ASEC »
30.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
29.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
29.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
26.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
25.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
24.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
22.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
22.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
19.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
15.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
08.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
05.04.2024Aktivisten-Proxy-FightDFAN14ASEC »
28.03.2024Aktivisten-Proxy-FightDFAN14ASEC »
26.03.2024Aktivisten-Proxy-FightDFAN14ASEC »
26.03.2024Aktivisten-Proxy-FightDEFC14ASEC »
20.03.2024Aktivisten-Proxy-FightDFAN14ASEC »
12.03.2024Aktivisten-Proxy-FightDFAN14ASEC »
08.03.2024Aktivisten-Proxy-FightDFAN14ASEC »
07.03.2024Aktivisten-Proxy-FightDFAN14ASEC »
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04.03.2024Aktivisten-Proxy-FightDFAN14ASEC »
04.03.2024Aktivisten-Proxy-FightPREC14ASEC »
01.03.2024Aktivisten-Proxy-FightDFAN14ASEC »
29.02.2024Aktivisten-Proxy-FightDFAN14ASEC »
28.02.2024Aktivisten-Proxy-FightDFAN14ASEC »
23.02.2024Aktivisten-Proxy-FightDFAN14ASEC »
20.02.2024Aktivisten-Proxy-FightDFAN14ASEC »
20.02.2024Aktivisten-Proxy-FightDFAN14ASEC »
08.03.2021Aktivisten-Proxy-FightDFAN14ASEC »
25.02.2021Aktivisten-Proxy-FightDFAN14ASEC »
18.02.2021Aktivisten-Proxy-FightDFAN14ASEC »
16.02.2021Aktivisten-Proxy-FightDFAN14ASEC »
10.02.2021Aktivisten-Proxy-FightDFAN14ASEC »

Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termine und Vergütung stehen im Dokument (SEC-Link).

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