Stammdaten
Unternehmen & Branche
| Name | OARSMAN CAPITAL, INC. |
|---|---|
| Ticker | – |
| CIK | 0001569667 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | WI |
|---|---|
| Geschäftsadresse | 790 N. WATER ST., STE 1850, 53202 MILWAUKEE, WI |
| Telefon | 414-221-0081 |
| EIN (IRS) | 39-2004107 |
Listing & Historie
| Fiskaljahr-Ende | 31.12. |
|---|
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten. | ||||||||
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| ALLIANZ SE | 249.000 | 0 | 249.000 | 24.632.325 | Neu | +100,0% | |
| PFG Investments, LLC | 211.780 | 201.752 | 10.028 | 20.953.190 | Aufgestockt | +5,0% | |
| MORGAN STANLEY | 243.402 | 0 | 243.402 | 14.797.586 | Neu | +100,0% | |
| LPL Financial LLC | 378.058 | 0 | 378.058 | 11.692.315 | Neu | +100,0% | |
| Milestone Investment Advisors LLC | 97.116 | 0 | 97.116 | 9.607.201 | Neu | +100,0% | |
| WCG Wealth Advisors LLC | 81.178 | 0 | 81.178 | 8.030.553 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 167.057 | 0 | 167.057 | 7.369.682 | Neu | +100,0% | |
| MAGNOLIA CAPITAL ADVISORS LLC | 291.105 | 0 | 291.105 | 5.525.173 | Neu | +100,0% | |
| VSM Wealth Advisory, LLC | 50.493 | 0 | 50.493 | 5.090.198 | Neu | +100,0% | |
| Destination Wealth Management | 48.147 | 0 | 48.147 | 4.762.946 | Neu | +100,0% | |
| Laurel Wealth Planning LLC | 44.744 | 0 | 44.744 | 4.426.301 | Neu | +100,0% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43.972 | 43.099 | 873 | 4.342.596 | Aufgestockt | +2,0% | |
| UBS Group AG | 41.741 | 0 | 41.741 | 3.983.536 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 84.902 | 0 | 84.902 | 3.836.612 | Neu | +100,0% | |
| Stewardship Advisors, LLC | 37.700 | 52.147 | -14.447 | 3.729.978 | Reduziert | -27,7% | |
| Cerity Partners LLC | 35.333 | 0 | 35.333 | 3.495.317 | Neu | +100,0% | |
| WBI INVESTMENTS, LLC | 168.891 | 0 | 168.891 | 3.205.559 | Neu | +100,0% | |
| MILLINGTON SECURITIES, LLC | 168.891 | 0 | 168.891 | 3.205.559 | Neu | +100,0% | |
| NewEdge Advisors, LLC | 160.467 | 0 | 160.467 | 3.080.050 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 131.243 | 0 | 131.243 | 3.013.185 | Neu | +100,0% | |
| Clear Point Advisors Inc. | 25.520 | 0 | 25.520 | 2.572.703 | Neu | +100,0% | |
| WELLS FARGO & COMPANY/MN | 130.411 | 0 | 130.411 | 2.475.196 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 34.056 | 30.676 | 3.380 | 2.043.200 | Aufgestockt | +11,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62.386 | 0 | 62.386 | 1.787.502 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 62.090 | 0 | 62.090 | 1.704.000 | Neu | +100,0% | |
| Walkner Condon Financial Advisors LLC | 16.794 | 16.705 | 89 | 1.661.571 | Aufgestockt | +0,5% | |
| First Affirmative Financial Network | 16.263 | 0 | 16.263 | 1.608.853 | Neu | +100,0% | |
| Cetera Investment Advisers | 78.795 | 0 | 78.795 | 1.495.525 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 64.377 | 0 | 64.377 | 1.425.352 | Neu | +100,0% | |
| Phoenix Wealth Advisors | 13.764 | 0 | 13.764 | 1.361.604 | Neu | +100,0% | |
| Robertson Stephens Wealth Management, LLC | 13.294 | 14.983 | -1.689 | 1.315.278 | Reduziert | -11,3% | |
| JANE STREET GROUP, LLC | 58.991 | 0 | 58.991 | 1.311.741 | Neu | +100,0% | |
| Maridea Wealth Management LLC | 63.658 | 0 | 63.658 | 1.208.229 | Neu | +100,0% | |
| SAX WEALTH ADVISORS, LLC | 11.661 | 11.478 | 183 | 1.153.564 | Aufgestockt | +1,6% | |
| Capital Investment Advisory Services, LLC | 59.912 | 59.783 | 129 | 1.148.513 | Aufgestockt | +0,2% | |
| Ascentis Wealth Management, LLC | 114.905 | 64.697 | 50.208 | 1.110.023 | Aufgestockt | +77,6% | |
| LGT Group Foundation | 11.153 | 0 | 11.153 | 1.103.311 | Neu | +100,0% | |
| Modera Wealth Management, LLC | 10.635 | 0 | 10.635 | 1.052.068 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 24.268 | 0 | 24.268 | 1.034.748 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 24.695 | 19.168 | 5.527 | 1.013.036 | Aufgestockt | +28,8% | |
| Private Advisor Group, LLC | 51.703 | 48.324 | 3.379 | 991.148 | Aufgestockt | +7,0% | |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 9.648 | 9.160 | 488 | 954.544 | Aufgestockt | +5,3% | |
| Ashton Thomas Private Wealth, LLC | 8.829 | 8.748 | 81 | 873.560 | Aufgestockt | +0,9% | |
| Capital Advantage, Inc. | 8.748 | 8.758 | -10 | 865.559 | Reduziert | -0,1% | |
| Forefront Wealth Partners, LLC | 44.675 | 0 | 44.675 | 847.924 | Neu | +100,0% | |
| Cresset Asset Management, LLC | 8.364 | 0 | 8.364 | 827.409 | Neu | +100,0% | |
| ALBION FINANCIAL GROUP /UT | 28.795 | 28.795 | 0 | 804.852 | Unverändert | 0,0% | |
| Mason & Associates Inc | 7.479 | 12.940 | -5.461 | 739.960 | Reduziert | -42,2% | |
| Atria Investments, Inc | 37.652 | 36.356 | 1.296 | 721.793 | Aufgestockt | +3,6% | |
| Perigon Wealth Management, LLC | 37.413 | 0 | 37.413 | 710.101 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) 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".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| PFG Investments, LLC | 211.780 | 201.752 | +5,0% | 20.953.190 | 36,64 | 0 % | 13 Q |
| VSM Wealth Advisory, LLC | 50.493 | 0 | +100,0% | 5.090.198 | 8,90 | 100 % | 1 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43.972 | 43.099 | +2,0% | 4.342.596 | 7,59 | 6 % | 17 Q |
| Stewardship Advisors, LLC | 37.700 | 52.147 | -27,7% | 3.729.978 | 6,52 | 0 % | 10 Q |
| Clear Point Advisors Inc. | 25.520 | 0 | +100,0% | 2.572.703 | 4,50 | 0 % | 5 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 34.056 | 30.676 | +11,0% | 2.043.200 | 3,57 | – | 17 Q |
| Walkner Condon Financial Advisors LLC | 16.794 | 16.705 | +0,5% | 1.661.571 | 2,91 | 0 % | 17 Q |
| Robertson Stephens Wealth Management, LLC | 13.294 | 14.983 | -11,3% | 1.315.278 | 2,30 | 0 % | 9 Q |
| SAX WEALTH ADVISORS, LLC | 11.661 | 11.478 | +1,6% | 1.153.564 | 2,02 | 0 % | 10 Q |
| Capital Investment Advisory Services, LLC | 59.912 | 59.783 | +0,2% | 1.148.513 | 2,01 | 0 % | 5 Q |
| Ascentis Wealth Management, LLC | 114.905 | 64.697 | +77,6% | 1.110.023 | 1,94 | 100 % | 8 Q |
| Farther Finance Advisors, LLC | 24.695 | 19.168 | +28,8% | 1.013.036 | 1,77 | 0 % | 10 Q |
| Private Advisor Group, LLC | 51.703 | 48.324 | +7,0% | 991.148 | 1,73 | 0 % | 14 Q |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | 9.648 | 9.160 | +5,3% | 954.544 | 1,67 | 0 % | 3 Q |
| Ashton Thomas Private Wealth, LLC | 8.829 | 8.748 | +0,9% | 873.560 | 1,53 | 100 % | 4 Q |
| Capital Advantage, Inc. | 8.748 | 8.758 | -0,1% | 865.559 | 1,51 | 0 % | 7 Q |
| ALBION FINANCIAL GROUP /UT | 28.795 | 28.795 | 0,0% | 804.852 | 1,41 | 0 % | 17 Q |
| Mason & Associates Inc | 7.479 | 12.940 | -42,2% | 739.960 | 1,29 | 0 % | 3 Q |
| Atria Investments, Inc | 37.652 | 36.356 | +3,6% | 721.793 | 1,26 | 0 % | 17 Q |
| LexAurum Advisors, LLC | 6.672 | 0 | +100,0% | 660.117 | 1,15 | 0 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 44 | 1,9 | 58 |
| 31.03.2026 | ✓ | 127 | 5,9 | 220 |
| 31.12.2025 | ✓ | 123 | 6,2 | 255 |
| 30.09.2025 | ✓ | 119 | 6,5 | 252 |
| 30.06.2025 | ✓ | 121 | 6,6 | 240 |
| 31.03.2025 | ✓ | 125 | 7,1 | 234 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| WBI INVESTMENTS, LLC | 168.891 | 3.205.559 |
| MILLINGTON SECURITIES, LLC | 168.891 | 3.205.559 |
| MATHER GROUP, LLC. | 123.194 | 2.340.940 |
| First Affirmative Financial Network | 16.263 | 1.608.853 |
| Maridea Wealth Management LLC | 63.658 | 1.208.229 |
| Cresset Asset Management, LLC | 8.364 | 827.409 |
| Perigon Wealth Management, LLC | 37.413 | 710.101 |
| CARDIFF PARK ADVISORS, LLC | 18.238 | 522.549 |
| EP Wealth Advisors, LLC | 4.257 | 421.141 |
| Tradition Wealth Management, LLC | 2.037 | 201.483 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| MAGNOLIA CAPITAL ADVISORS LLC | 291.105 | 91.020 | +45.5 % | 5.525.173 |
| ENVESTNET ASSET MANAGEMENT INC | 64.377 | 33.236 | +106.7 % | 1.425.352 |
| Pacer Advisors, Inc. | 567.271 | 25.360 | +4.7 % | 10.767 |
| Stewardship Advisors, LLC | 52.147 | 19.698 | +60.7 % | 5.158.642 |
| Ascentis Wealth Management, LLC | 64.697 | 15.301 | +31.0 % | 1.227.946 |
| Capital Investment Advisory Services, LLC | 59.783 | 10.708 | +21.8 % | 1.134.681 |
| NewEdge Advisors, LLC | 160.467 | 9.194 | +6.1 % | 3.080.050 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 284.775 | 7.165 | +2.6 % | 5.405.027 |
| BANK OF AMERICA CORP /DE/ | 167.057 | 6.179 | +3.8 % | 7.369.682 |
| PFG Investments, LLC | 201.752 | 3.987 | +2.0 % | 19.958.320 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 84.902 | -257.610 | -75.2 % | 3.836.612 |
| JANE STREET GROUP, LLC | 58.991 | -110.361 | -65.2 % | 1.311.741 |
| RAYMOND JAMES FINANCIAL INC | 131.243 | -90.640 | -40.9 % | 3.013.185 |
| Clarity Asset Management, Inc. | 1.849 | -59.206 | -97.0 % | 182.921 |
| OSAIC HOLDINGS, INC. | 24.268 | -53.707 | -68.9 % | 1.034.748 |
| LPL Financial LLC | 378.058 | -47.135 | -11.1 % | 11.692.315 |
| FLOW TRADERS U.S. LLC | 22.220 | -24.475 | -52.4 % | 637 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 43.099 | -23.897 | -35.7 % | 4.254.324 |
| ALBION FINANCIAL GROUP /UT | 28.795 | -23.205 | -44.6 % | 825.043 |
| MORGAN STANLEY | 243.402 | -18.650 | -7.1 % | 14.797.586 |