Inside-Filings
Projekt anfragen

Swan Global Investments, LLC

Swan Global Investments, LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001591505
Keine Kursdaten verfügbar.
PDF

Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
CWM, LLC4.586.4823.891.846694.636113.286.102Aufgestockt+17,8%
Taylor Securities Services, Inc.2.156.9241.984.334172.59053.276.022Aufgestockt+8,7%
Swan Global Investments, LLC1.592.1812.812.238-1.220.05739.326.871Reduziert-43,4%
Blueprint Investment Partners LLC1.556.8101.564.536-7.72638.453.213Reduziert-0,5%
LPL Financial LLC1.412.6001.277.864134.73634.891.225Aufgestockt+10,5%
NewEdge Advisors, LLC1.408.1271.579.194-171.06734.780.767Reduziert-10,8%
ENVESTNET ASSET MANAGEMENT INC856.689140.659716.03021.160.230Aufgestockt+509,1%
Blueprint Financial Advisors LLC764.899733.92730.97218.892.999Aufgestockt+4,2%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC726.1680726.16817.936.350Neu+100,0%
Legacy CG, LLC686.712671.97014.74216.961.786Aufgestockt+2,2%
Beacon Pointe Advisors, LLC593.152493.147100.00514.650.864Aufgestockt+20,3%
Avior Wealth Management, LLC576.125564.73411.39114.230.285Aufgestockt+2,0%
Financial Designs Corp546.342546.15318913.494.647Aufgestockt0,0%
FRANKLIN RESOURCES INC513.7420513.74212.951.436Neu+100,0%
Vantage Financial Partners, LLC477.9570477.95712.049.306Neu+100,0%
RAYMOND JAMES FINANCIAL INC457.150405.22051.93011.291.605Aufgestockt+12,8%
MY Wealth Management Inc.384.4830384.4839.692.827Neu+100,0%
Ausdal Financial Partners, Inc.369.577347.74321.8349.128.552Aufgestockt+6,3%
Atria Investments, Inc320.914303.35017.5647.926.576Aufgestockt+5,8%
Spartan Planning & Wealth Management294.970351.213-56.2437.285.761Reduziert-16,0%
RETIREMENT GUYS FORMULA LLC289.135298.681-9.5467.141.640Reduziert-3,2%
Inspire Advisors, LLC231.9660231.9665.729.571Neu+100,0%
J.W. COLE ADVISORS, INC.172.34828.907143.4414.256.992Aufgestockt+496,2%
Marshall & Sterling Wealth Advisors Inc.151.741148.8692.8723.748.009Aufgestockt+1,9%
STIFEL FINANCIAL CORP134.851117.93716.9143.330.829Aufgestockt+14,3%
LaSalle St. Investment Advisors, LLC107.088105.5631.5252.645.096Aufgestockt+1,4%
COMMONWEALTH EQUITY SERVICES, LLC88.30276.16812.1342.181.047Aufgestockt+15,9%
Orion Porfolio Solutions, LLC84.314084.3142.125.556Neu+100,0%
VISTA INVESTMENT PARTNERS II, LLC78.139078.1391.930.033Neu+100,0%
Baird Financial Group, Inc.76.11076.166-561.879.917Reduziert-0,1%
SENTINEL PENSION ADVISORS, LLC68.71948.83719.8821.697.359Aufgestockt+40,7%
Independent Advisor Alliance55.323055.3231.366.469Neu+100,0%
Barnes Wealth Management Group, Inc53.44846.1927.2561.320.186Aufgestockt+15,7%
Camarda Financial Advisors, LLC51.70752.644-9371.277.163Reduziert-1,8%
Kingsview Wealth Management, LLC44.73545.348-6131.104.955Reduziert-1,4%
CHILTON CAPITAL MANAGEMENT LLC40.69338.9291.7641.005.118Aufgestockt+4,5%
INTEGRITY ALLIANCE, LLC.40.51435.8604.6541.000.696Aufgestockt+13,0%
Private Advisor Group, LLC39.44442.774-3.330974.271Reduziert-7,8%
MML INVESTORS SERVICES, LLC35.28336.778-1.495871.491Reduziert-4,1%
WORLD EQUITY GROUP, INC.34.29722.06212.235847.138Aufgestockt+55,5%
RIVERCHASE WEALTH MANAGEMENT, LLC32.78732.7870809.839Unverändert0,0%
Csenge Advisory Group31.322031.322789.628Neu+100,0%
Regal Investment Advisors LLC30.476030.476752.758Neu+100,0%
Momentum Wealth Planning, LLC29.207029.207721.413Neu+100,0%
CreativeOne Wealth, LLC28.76929.104-335710.594Reduziert-1,2%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC26.55427.974-1.420655.884Reduziert-5,1%
Cetera Investment Advisers26.085026.085644.307Neu+100,0%
Mutual Advisors, LLC22.309022.309551.032Neu+100,0%
Integrated Wealth Concepts LLC20.99514.4906.505518.570Aufgestockt+44,9%
BANK OF AMERICA CORP /DE/19.572019.572483.428Neu+100,0%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)
CWM, LLC4.586.4823.891.846+17,8%113.286.10221,64
Taylor Securities Services, Inc.2.156.9241.984.334+8,7%53.276.02210,18
Swan Global Investments, LLC1.592.1812.812.238-43,4%39.326.8717,51
Blueprint Investment Partners LLC1.556.8101.564.536-0,5%38.453.2137,35
LPL Financial LLC1.412.6001.277.864+10,5%34.891.2256,67
NewEdge Advisors, LLC1.408.1271.579.194-10,8%34.780.7676,64
ENVESTNET ASSET MANAGEMENT INC856.689140.659+509,1%21.160.2304,04
Blueprint Financial Advisors LLC764.899733.927+4,2%18.892.9993,61
O'SHAUGHNESSY ASSET MANAGEMENT, LLC726.1680+100,0%17.936.3503,43
Legacy CG, LLC686.712671.970+2,2%16.961.7863,24
Beacon Pointe Advisors, LLC593.152493.147+20,3%14.650.8642,80
Avior Wealth Management, LLC576.125564.734+2,0%14.230.2852,72
Financial Designs Corp546.342546.1530,0%13.494.6472,58
RAYMOND JAMES FINANCIAL INC457.150405.220+12,8%11.291.6052,16
Ausdal Financial Partners, Inc.369.577347.743+6,3%9.128.5521,74
Atria Investments, Inc320.914303.350+5,8%7.926.5761,51
Spartan Planning & Wealth Management294.970351.213-16,0%7.285.7611,39
RETIREMENT GUYS FORMULA LLC289.135298.681-3,2%7.141.6401,36
Inspire Advisors, LLC231.9660+100,0%5.729.5711,09
J.W. COLE ADVISORS, INC.172.34828.907+496,2%4.256.9920,81

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓7722,5535
31.12.2025✓7921,1425
30.09.2025✓6916,2333
30.06.2025✓6214,3286
31.03.2025✓6812,6234
31.12.2024✓5711,4218

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Taylor Securities Services, Inc.1.984.33450.025.059
Legacy CG, LLC671.97016.940.364
FRANKLIN RESOURCES INC513.74212.951.436
PRIVATE TRUST CO NA49.1531.239.147
SENTINEL PENSION ADVISORS, LLC48.8371.231.181
INTEGRITY ALLIANCE, LLC.35.860904.031
GRANITE ISLANDS PRIVATE WEALTH, LLC31.341790.107
J.W. COLE ADVISORS, INC.28.907728.745
WCG Wealth Advisors LLC17.607443.859
GTS SECURITIES LLC15.461389.772

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
CWM, LLC3.891.8461.372.757+54.5 %98.113
Swan Global Investments, LLC2.812.238303.498+12.1 %70.896.520
MY Wealth Management Inc.384.483255.625+198.4 %9.692.827
NewEdge Advisors, LLC1.579.194237.420+17.7 %39.811.475
LPL Financial LLC1.277.864173.105+15.7 %32.214.955
Avior Wealth Management, LLC564.734105.564+23.0 %14.236.942
Blueprint Investment Partners LLC1.564.53652.907+3.5 %39.441.959
Blueprint Financial Advisors LLC733.92745.382+6.6 %18.502.294
Beacon Pointe Advisors, LLC493.14743.614+9.7 %12.432.234
Cambridge Investment Research Advisors, Inc.240.52922.250+10.2 %6.064

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
ENVESTNET ASSET MANAGEMENT INC140.659-1.291.999-90.2 %3.546.008
Marshall & Sterling Wealth Advisors Inc.148.869-13.569-8.4 %3.752.976
RETIREMENT GUYS FORMULA LLC298.681-9.365-3.0 %7.529.753
Camarda Financial Advisors, LLC52.644-4.316-7.6 %1.327.155
Kingsview Wealth Management, LLC45.348-2.396-5.0 %1.143.223
Colonial Trust Co / SC5.846-2.320-28.4 %147.378
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC27.974-1.803-6.1 %705.225
Vise Technologies, Inc.9.853-1.703-14.7 %248.394
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9.853-1.703-14.7 %250.857
Equitable Holdings, Inc.9.434-1.595-14.5 %237.831

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔZweck
31.01.2024Retirement Guys Formula LLCPassiv (13G/A)3,50 %371.006-2,10 pp
15.08.2023Retirement Guys Formula LLCPassiv (13G/A)5,60 %416.771+0,50 pp
15.08.2023Retirement Guys Formula LLCPassiv (13G/A)5,10 %419.774-1,60 pp
14.08.2023Retirement Guys Formula LLCPassiv (13G/A)6,70 %390.771-1,90 pp
14.08.2023Retirement Guys Formula LLCPassiv (13G)8,60 %383.380Neu

Stammdaten

Unternehmen & Branche

NameSwan Global Investments, LLC
Ticker
CIK0001591505

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Externe Quelle: SEC EDGAR »

Hinweis

Erweitert ×