Stammdaten
Unternehmen & Branche
| Name | CapWealth Advisors, LLC |
|---|---|
| Ticker | |
| CIK | 0001531809 |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 4.418.481 | 4.312.238 | 106.243 | 224.193.792 | Aufgestockt | +2,5% | |
| DAVIS SELECTED ADVISERS | 3.400.745 | 3.384.566 | 16.179 | 172.553.800 | Aufgestockt | +0,5% | |
| CapWealth Advisors, LLC | 14.653.058 | 14.603.266 | 49.792 | 155.656.363 | Aufgestockt | +0,3% | |
| BANK OF AMERICA CORP /DE/ | 1.631.655 | 1.537.530 | 94.125 | 82.790.175 | Aufgestockt | +6,1% | |
| Kestra Advisory Services, LLC | 912.023 | 921.862 | -9.839 | 46.276.050 | Reduziert | -1,1% | |
| RAYMOND JAMES FINANCIAL INC | 888.106 | 435.043 | 453.063 | 45.062.507 | Aufgestockt | +104,1% | |
| WELLS FARGO & COMPANY/MN | 772.478 | 427.654 | 344.824 | 39.195.559 | Aufgestockt | +80,6% | |
| LPL Financial LLC | 658.918 | 672.680 | -13.762 | 33.433.513 | Reduziert | -2,0% | |
| UBS Group AG | 590.774 | 564.410 | 26.364 | 29.975.873 | Aufgestockt | +4,7% | |
| Next Level Private LLC | 435.158 | 372.940 | 62.218 | 22.079.914 | Aufgestockt | +16,7% | |
| ODonnell Financial Services, LLC | 406.556 | 0 | 406.556 | 20.610.537 | Neu | +100,0% | |
| Melone Private Wealth, LLC | 317.583 | 294.343 | 23.240 | 16.114.157 | Aufgestockt | +7,9% | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 169.536 | 158.973 | 10.563 | 8.602.279 | Aufgestockt | +6,6% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 159.229 | 153.732 | 5.497 | 8.079.270 | Aufgestockt | +3,6% | |
| Lunt Capital Management, Inc. | 156.626 | 157.902 | -1.276 | 7.947.203 | Reduziert | -0,8% | |
| STIFEL FINANCIAL CORP | 149.205 | 133.462 | 15.743 | 7.570.531 | Aufgestockt | +11,8% | |
| D.A. DAVIDSON & CO. | 140.058 | 142.073 | -2.015 | 7.106.543 | Reduziert | -1,4% | |
| LEVEL FOUR ADVISORY SERVICES, LLC | 137.058 | 151.321 | -14.263 | 6.954.341 | Reduziert | -9,4% | |
| JANE STREET GROUP, LLC | 122.309 | 39.569 | 82.740 | 6.205.959 | Aufgestockt | +209,1% | |
| Geneos Wealth Management Inc. | 106.702 | 120.780 | -14.078 | 5.414.065 | Reduziert | -11,7% | |
| ROYAL BANK OF CANADA | 79.291 | 68.176 | 11.115 | 4.023.000 | Aufgestockt | +16,3% | |
| Rockefeller Capital Management L.P. | 53.872 | 53.308 | 564 | 2.733.507 | Aufgestockt | +1,1% | |
| HighPoint Advisor Group LLC | 53.491 | 46.240 | 7.251 | 2.714.134 | Aufgestockt | +15,7% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51.192 | 9.365 | 41.827 | 2.597.482 | Aufgestockt | +446,6% | |
| SUMMIT WEALTH GROUP LLC / CO | 47.869 | 49.828 | -1.959 | 2.428.873 | Reduziert | -3,9% | |
| Private Advisor Group, LLC | 35.363 | 35.113 | 250 | 1.794.325 | Aufgestockt | +0,7% | |
| Dorato Capital Management | 30.837 | 30.950 | -113 | 1.617.401 | Reduziert | -0,4% | |
| Sanctuary Advisors, LLC | 31.105 | 23.660 | 7.445 | 1.578.264 | Aufgestockt | +31,5% | |
| Mariner, LLC | 30.103 | 6.740 | 23.363 | 1.527.402 | Aufgestockt | +346,6% | |
| Lantz Financial LLC | 29.543 | 27.192 | 2.351 | 1.499.015 | Aufgestockt | +8,6% | |
| Integrated Wealth Concepts LLC | 24.916 | 10.764 | 14.152 | 1.264.260 | Aufgestockt | +131,5% | |
| J.W. COLE ADVISORS, INC. | 24.682 | 26.226 | -1.544 | 1.252.388 | Reduziert | -5,9% | |
| CAPTRUST FINANCIAL ADVISORS | 23.455 | 23.945 | -490 | 1.190.104 | Reduziert | -2,0% | |
| OSAIC HOLDINGS, INC. | 21.218 | 19.598 | 1.620 | 1.076.742 | Aufgestockt | +8,3% | |
| CITADEL ADVISORS LLC | 20.354 | 0 | 20.354 | 1.032.762 | Neu | +100,0% | |
| DAVENPORT & Co LLC | 19.392 | 18.583 | 809 | 983.950 | Aufgestockt | +4,4% | |
| MERCER GLOBAL ADVISORS INC /ADV | 19.166 | 21.215 | -2.049 | 972.483 | Reduziert | -9,7% | |
| Gladstone Institutional Advisory LLC | 16.943 | 25.463 | -8.520 | 859.688 | Reduziert | -33,5% | |
| Focus Financial Network, Inc. | 12.877 | 13.175 | -298 | 653.398 | Reduziert | -2,3% | |
| Blume Capital Management, Inc. | 12.125 | 12.825 | -700 | 615.223 | Reduziert | -5,5% | |
| Sigma Planning Corp | 11.468 | 11.503 | -35 | 581.879 | Reduziert | -0,3% | |
| ELEVATION POINT WEALTH PARTNERS, LLC | 10.226 | 0 | 10.226 | 518.867 | Neu | +100,0% | |
| Vestmark Advisory Solutions, Inc. | 10.190 | 0 | 10.190 | 517.041 | Neu | +100,0% | |
| Steward Partners Investment Advisory, LLC | 9.543 | 7.460 | 2.083 | 484.212 | Aufgestockt | +27,9% | |
| Signal Advisors Wealth, LLC | 9.327 | 0 | 9.327 | 473.252 | Neu | +100,0% | |
| Summit Investment Advisory Services, LLC | 8.422 | 8.422 | 0 | 427.357 | Unverändert | 0,0% | |
| WJ Wealth Management, LLC | 8.100 | 46.129 | -38.029 | 410.998 | Reduziert | -82,4% | |
| Great Point Wealth Advisors, LLC | 7.711 | 7.022 | 689 | 391.264 | Aufgestockt | +9,8% | |
| SEI INVESTMENTS CO | 6.868 | 0 | 6.868 | 348.480 | Neu | +100,0% | |
| Stratos Wealth Partners, LTD. | 6.620 | 6.067 | 553 | 335.947 | Aufgestockt | +9,1% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| MORGAN STANLEY | 4.418.481 | 4.312.238 | +2,5% | 224.193.792 | 22,75 | 17 Q |
| DAVIS SELECTED ADVISERS | 3.400.745 | 3.384.566 | +0,5% | 172.553.800 | 17,51 | 17 Q |
| CapWealth Advisors, LLC | 14.653.058 | 14.603.266 | +0,3% | 155.656.363 | 15,79 | 17 Q |
| BANK OF AMERICA CORP /DE/ | 1.631.655 | 1.537.530 | +6,1% | 82.790.175 | 8,40 | 14 Q |
| Kestra Advisory Services, LLC | 912.023 | 921.862 | -1,1% | 46.276.050 | 4,69 | 17 Q |
| RAYMOND JAMES FINANCIAL INC | 888.106 | 435.043 | +104,1% | 45.062.507 | 4,57 | 6 Q |
| WELLS FARGO & COMPANY/MN | 772.478 | 427.654 | +80,6% | 39.195.559 | 3,98 | 17 Q |
| LPL Financial LLC | 658.918 | 672.680 | -2,0% | 33.433.513 | 3,39 | 17 Q |
| UBS Group AG | 590.774 | 564.410 | +4,7% | 29.975.873 | 3,04 | 17 Q |
| Next Level Private LLC | 435.158 | 372.940 | +16,7% | 22.079.914 | 2,24 | 16 Q |
| ODonnell Financial Services, LLC | 406.556 | 0 | +100,0% | 20.610.537 | 2,09 | 1 Q |
| Melone Private Wealth, LLC | 317.583 | 294.343 | +7,9% | 16.114.157 | 1,63 | 17 Q |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 169.536 | 158.973 | +6,6% | 8.602.279 | 0,87 | 5 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 159.229 | 153.732 | +3,6% | 8.079.270 | 0,82 | 17 Q |
| Lunt Capital Management, Inc. | 156.626 | 157.902 | -0,8% | 7.947.203 | 0,81 | 12 Q |
| STIFEL FINANCIAL CORP | 149.205 | 133.462 | +11,8% | 7.570.531 | 0,77 | 17 Q |
| D.A. DAVIDSON & CO. | 140.058 | 142.073 | -1,4% | 7.106.543 | 0,72 | 17 Q |
| LEVEL FOUR ADVISORY SERVICES, LLC | 137.058 | 151.321 | -9,4% | 6.954.341 | 0,71 | 17 Q |
| JANE STREET GROUP, LLC | 122.309 | 39.569 | +209,1% | 6.205.959 | 0,63 | 15 Q |
| Geneos Wealth Management Inc. | 106.702 | 120.780 | -11,7% | 5.414.065 | 0,55 | 17 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 76 | 31,2 | 988 |
| 31.12.2025 | ✓ | 68 | 48,8 | 1.406 |
| 30.09.2025 | ✓ | 64 | 50,9 | 1.504 |
| 30.06.2025 | ✓ | 63 | 12,8 | 576 |
| 31.03.2025 | ✓ | 65 | 12,1 | 499 |
| 31.12.2024 | ✓ | 65 | 15,0 | 621 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| SUMMIT WEALTH GROUP LLC / CO | 49.828 | 2.547.706 |
| HighPoint Advisor Group LLC | 46.240 | 2.364.246 |
| WJ Wealth Management, LLC | 46.129 | 2.358.583 |
| Dorato Capital Management | 30.950 | 1.596.711 |
| Stratos Wealth Partners, LTD. | 6.067 | 310.254 |
| Arkadios Wealth Advisors | 4.808 | 245.849 |
| TD Waterhouse Canada Inc. | 811 | 41.466 |
| VSM Wealth Advisory, LLC | 388 | 19.838 |
| Capital Investment Advisory Services, LLC | 238 | 12.169 |
| SageView Advisory Group, LLC | 100 | 5.113 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| CapWealth Advisors, LLC | 14.603.266 | 509.298 | +3.6 % | 213.914.679 |
| BANK OF AMERICA CORP /DE/ | 1.537.530 | 495.603 | +47.6 % | 78.613.909 |
| Melone Private Wealth, LLC | 294.343 | 268.768 | +1050.9 % | 15.049.753 |
| MORGAN STANLEY | 4.312.238 | 163.801 | +3.9 % | 220.484.767 |
| WELLS FARGO & COMPANY/MN | 427.654 | 96.943 | +29.3 % | 21.865.975 |
| RAYMOND JAMES FINANCIAL INC | 435.043 | 34.530 | +8.6 % | 22.243.757 |
| Next Level Private LLC | 372.940 | 34.130 | +10.1 % | 19.068.444 |
| ROYAL BANK OF CANADA | 68.176 | 30.636 | +81.6 % | 3.486.000 |
| Kestra Advisory Services, LLC | 921.862 | 19.364 | +2.1 % | 47.134.814 |
| UBS Group AG | 564.410 | 16.521 | +3.0 % | 28.858.283 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| LPL Financial LLC | 672.680 | -15.499 | -2.3 % | 34.394.108 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9.365 | -8.414 | -47.3 % | 478.832 |
| Private Advisor Group, LLC | 35.113 | -4.977 | -12.4 % | 1.795.338 |
| Lunt Capital Management, Inc. | 157.902 | -1.211 | -0.8 % | 8.073.529 |
| Geneos Wealth Management Inc. | 120.780 | -700 | -0.6 % | 6.175.487 |
| MERCER GLOBAL ADVISORS INC /ADV | 21.215 | -619 | -2.8 % | 1.084.723 |
| TRUIST FINANCIAL CORP | 6.530 | -504 | -7.2 % | 333.879 |
| Blume Capital Management, Inc. | 12.825 | -450 | -3.4 % | 655.743 |
| CWM, LLC | 929 | -274 | -22.8 % | 47 |
| CAPTRUST FINANCIAL ADVISORS | 23.945 | -183 | -0.8 % | 1.224.305 |