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Brookstone Capital Management

Brookstone Capital Management
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001599584
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameBrookstone Capital Management
Ticker–
CIK0001599584

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)IL
Geschäftsadresse1745 SOUTH NAPERVILLE ROAD SUITE 200, 60189 WHEATON, IL
Telefon630-653-1400
EIN (IRS)20-5073624

Listing & Historie

Fiskaljahr-Ende31.12.

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 2951 von typischerweise 8401 Fonds (35 %) 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
ALLIANCEBERNSTEIN L.P.6.029.60006.029.600257.392.027Neu+100,0%
Brookstone Capital Management2.827.4893.138.830-311.341113.264.132Reduziert-9,9%
COMMONWEALTH EQUITY SERVICES, LLC1.886.88301.886.88375.423.808Neu+100,0%
Focus Partners Wealth1.657.29001.657.29068.863.497Neu+100,0%
OSAIC HOLDINGS, INC.1.684.49501.684.49567.754.598Neu+100,0%
HighTower Advisors, LLC1.640.92901.640.92964.964.514Neu+100,0%
LPL Financial LLC959.1650959.16539.672.660Neu+100,0%
RAYMOND JAMES FINANCIAL INC926.1520926.15236.649.587Neu+100,0%
BLAIR WILLIAM & CO/IL825.4530825.45335.020.844Neu+100,0%
KFG WEALTH MANAGEMENT, LLC867.670850.47917.19134.464.605Aufgestockt+2,0%
Cetera Investment Advisers783.4440783.44431.559.222Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC784.5410784.54131.383.806Neu+100,0%
Kestra Advisory Services, LLC698.539824.148-125.60929.318.907Reduziert-15,2%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors659.081629.06630.01525.762.954Aufgestockt+4,8%
TRUIST FINANCIAL CORP609.867591.97017.89725.054.107Aufgestockt+3,0%
Kellett Wealth Advisors, LLC586.789592.693-5.90423.784.656Reduziert-1,0%
Sovran Advisors, LLC559.7010559.70122.673.488Neu+100,0%
Beacon Pointe Advisors, LLC445.3270445.32717.940.327Neu+100,0%
Broussard Financial Group LLC401.796411.343-9.54716.909.504Reduziert-2,3%
CoreCap Advisors, LLC380.325371.2379.08816.041.732Aufgestockt+2,4%
Bellwether Advisors, LLC356.1380356.13815.058.243Neu+100,0%
Lineweaver Wealth Advisors, LLC326.602313.26713.33514.153.513Aufgestockt+4,3%
MML INVESTORS SERVICES, LLC349.1420349.14213.778.690Neu+100,0%
MBL Wealth, LLC298.985295.7663.21913.234.780Aufgestockt+1,1%
Sunbelt Securities, Inc.428.7300428.73013.062.748Neu+100,0%
Tradition Wealth Management, LLC343.6630343.66312.053.468Neu+100,0%
Lido Advisors, LLC278.4480278.44811.518.002Neu+100,0%
SIGNATUREFD, LLC255.954248.4227.53210.752.803Aufgestockt+3,0%
World Investment Advisors347.0240347.02410.671.263Neu+100,0%
Cassady Wealth & Retirement Planning, LLC239.912121.547118.36510.578.069Aufgestockt+97,4%
Chris Bulman Inc238.691226.14212.54910.414.780Aufgestockt+5,5%
Spire Wealth Management259.569292.447-32.87810.405.904Reduziert-11,2%
CENTRAL VALLEY ADVISORS, LLC263.220273.070-9.85010.247.095Reduziert-3,6%
OLD MISSION CAPITAL LLC304.5900304.5909.640.100Neu+100,0%
MTM FINANCIAL GROUP, LLC245.426249.015-3.5899.412.187Reduziert-1,4%
SUSQUEHANNA INTERNATIONAL GROUP, LLP292.3820292.3829.386.218Neu+100,0%
Strategic Blueprint, LLC241.758237.7963.9629.328.137Aufgestockt+1,7%
McAdam, LLC221.4660221.4669.061.820Neu+100,0%
FOUNDATIONS INVESTMENT ADVISORS, LLC217.0790217.0798.294.355Neu+100,0%
CRA Financial Services, LLC179.767173.6176.1508.006.176Aufgestockt+3,5%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV189.278152.24137.0377.922.015Aufgestockt+24,3%
Weaver Capital Management LLC184.8370184.8377.776.711Neu+100,0%
Berger Financial Group, Inc212.9850212.9857.761.383Neu+100,0%
D.B. Root & Company, LLC211.4380211.4387.613.565Neu+100,0%
Trek Financial, LLC193.8700193.8707.368.878Neu+100,0%
Weaver Consulting Group164.8350164.8356.933.670Neu+100,0%
Keating Financial Advisory Services, Inc.163.9160163.9166.886.097Neu+100,0%
Belpointe Asset Management LLC158.5610158.5616.732.014Neu+100,0%
Advisory Alpha, LLC160.3080160.3086.713.019Neu+100,0%
OneDigital Investment Advisors LLC156.2950156.2956.592.365Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) 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
Brookstone Capital Management2.827.4893.138.830-9,9%113.264.13219,800 %17 Q
KFG WEALTH MANAGEMENT, LLC867.670850.479+2,0%34.464.6056,030 %15 Q
Kestra Advisory Services, LLC698.539824.148-15,2%29.318.9075,13–17 Q
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors659.081629.066+4,8%25.762.9544,500 %15 Q
TRUIST FINANCIAL CORP609.867591.970+3,0%25.054.1074,380 %17 Q
Kellett Wealth Advisors, LLC586.789592.693-1,0%23.784.6564,16100 %9 Q
Broussard Financial Group LLC401.796411.343-2,3%16.909.5042,960 %3 Q
CoreCap Advisors, LLC380.325371.237+2,4%16.041.7322,800 %16 Q
Lineweaver Wealth Advisors, LLC326.602313.267+4,3%14.153.5132,47100 %17 Q
MBL Wealth, LLC298.985295.766+1,1%13.234.7802,3165 %14 Q
SIGNATUREFD, LLC255.954248.422+3,0%10.752.8031,8835 %7 Q
Cassady Wealth & Retirement Planning, LLC239.912121.547+97,4%10.578.0691,850 %3 Q
Chris Bulman Inc238.691226.142+5,5%10.414.7801,820 %9 Q
Spire Wealth Management259.569292.447-11,2%10.405.9041,82–17 Q
CENTRAL VALLEY ADVISORS, LLC263.220273.070-3,6%10.247.0951,79100 %11 Q
MTM FINANCIAL GROUP, LLC245.426249.015-1,4%9.412.1871,65100 %17 Q
Strategic Blueprint, LLC241.758237.796+1,7%9.328.1371,63100 %17 Q
CRA Financial Services, LLC179.767173.617+3,5%8.006.1761,4083 %17 Q
NATIONS FINANCIAL GROUP INC, /IA/ /ADV189.278152.241+24,3%7.922.0151,390 %17 Q
Southland Equity Partners LLC147.899149.843-1,3%6.552.6041,15100 %17 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.12614,3574
31.03.2026✓35147,71.740
31.12.2025✓36352,41.945
30.09.2025✓33755,81.904
30.06.2025✓33859,41.913
31.03.2025✓32551,01.589

Top 10 Neueinsteiger

FondsAnteileWert (USD)
GTS FINANCIAL, LLC127.1944.782.494
Creative Planning71.8452.690.248
Apollon Wealth Management, LLC47.1221.970.958
LeClair Wealth Partners LLC37.3911.571.315
NORTHERN TRUST CORP35.0001.487.500
Northstar Group, Inc.36.3601.319.868
Financial Solutions Advisory Group, Inc.23.7941.011.245
Cornerstone Wealth, LLC/TN22.776991.397
Prime Capital Investment Advisors, LLC22.747894.963
Commerce Advisors, LLC14.991637.118

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
Penserra Capital Management LLC3.108.000175.914+6.0 %131.031
Beacon Pointe Advisors, LLC445.327147.065+49.3 %17.940.327
Kestra Advisory Services, LLC824.14884.105+11.4 %32.700.221
ENVESTNET ASSET MANAGEMENT INC784.54169.343+9.7 %31.383.806
Triton Financial Group Inc129.13568.528+113.1 %4.961.618
Patriot Financial Group Insurance Agency, LLC119.15460.902+104.5 %5.027.222
Strategic Blueprint, LLC237.79658.510+32.6 %8.630.319
Farther Finance Advisors, LLC105.45144.102+71.9 %3.898.056
CITADEL ADVISORS LLC60.77641.873+221.5 %2.374.049
MBL Wealth, LLC295.76636.282+14.0 %12.168.749

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
Brookstone Capital Management3.138.830-1.459.409-31.7 %119.291.170
COMMONWEALTH EQUITY SERVICES, LLC1.886.883-964.465-33.8 %75.423.808
Berkshire Money Management, Inc.110.197-526.971-82.7 %4.609.177
Soltis Investment Advisors LLC17.938-256.788-93.5 %667.443
OSAIC HOLDINGS, INC.1.684.495-255.328-13.2 %67.754.598
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC80.698-219.784-73.1 %3.306.721
MML INVESTORS SERVICES, LLC349.142-127.224-26.7 %13.778.690
IFP Advisors, Inc68.430-107.672-61.1 %2.823.559
Pathstone Holdings, LLC109.233-102.038-48.3 %4.642.403
BCS Wealth Management100.832-101.484-50.2 %4.092.898

Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔΔ-Balken
04.11.2024Brookstone Capital Management, LLCPassiv (13G/A)1,70 %5.519+0,04 pp
04.11.2024Brookstone Capital Management, LLCPassiv (13G/A)1,66 %81.084-10,92 pp
02.10.2024Brookstone Capital Management, LLCPassiv (13G/A)12,58 %552.971-0,45 pp
02.10.2024Brookstone Capital Management, LLCPassiv (13G)13,03 %42.324+13,03 pp
04.09.2024Brookstone Capital Management, LLCPassiv (13G/A)Ausstieg0-16,64 pp
04.09.2024Brookstone Capital Management, LLCPassiv (13G)16,64 %1.136.221+13,73 pp
02.08.2024Brookstone Capital Management, LLCPassiv (13G/A)2,91 %55.288+1,68 pp
02.08.2024Brookstone Capital Management, LLCPassiv (13G/A)1,23 %3.999-10,78 pp
02.08.2024Brookstone Capital Management, LLCPassiv (13G)12,01 %47.931-7,07 pp
02.07.2024Brookstone Capital Management, LLCPassiv (13G)19,08 %543.687+7,20 pp
05.06.2024Brookstone Capital Management, LLCPassiv (13G)11,88 %47.526+6,69 pp
05.06.2024Brookstone Capital Management, LLCPassiv (13G/A)5,19 %118.187+1,66 pp
01.05.2024Brookstone Capital Management, LLCPassiv (13G/A)3,53 %217.044-3,08 pp
01.05.2024Brookstone Capital Management, LLCPassiv (13G/A)6,61 %203.762-5,21 pp
01.05.2024Brookstone Capital Management, LLCPassiv (13G)11,82 %617.380-5,73 pp
02.04.2024Brookstone Capital Management, LLCPassiv (13G)17,55 %540.301+14,54 pp
02.04.2024Brookstone Capital Management, LLCPassiv (13G/A)3,01 %57.275-2,97 pp
04.03.2024Brookstone Capital Management, LLCPassiv (13G/A)5,98 %62.774-1,64 pp
04.03.2024Brookstone Capital Management, LLCPassiv (13G/A)7,62 %60.980+0,18 pp
04.03.2024Brookstone Capital Management, LLCPassiv (13G/A)7,44 %27.888+4,09 pp
04.03.2024Brookstone Capital Management, LLCPassiv (13G/A)3,35 %28.445-9,52 pp
01.02.2024Brookstone Capital Management, LLCPassiv (13G)12,87 %51.483-6,16 pp
01.02.2024Brookstone Capital Management, LLCPassiv (13G)19,03 %100.040+10,34 pp
03.01.2024Brookstone Capital Management, LLCPassiv (13G)8,69 %52.182+5,40 pp
03.01.2024Brookstone Capital Management, LLCPassiv (13G/A)3,29 %68.220-15,43 pp
03.01.2024Brookstone Capital Management, LLCPassiv (13G/A)18,72 %533.342-9,59 pp
03.01.2024Brookstone Capital Management, LLCPassiv (13G)28,31 %148.906+26,75 pp
03.01.2024Brookstone Capital Management, LLCPassiv (13G/A)1,56 %245.640-3,79 pp
03.01.2024Brookstone Capital Management, LLCPassiv (13G)5,35 %1.290.338-8,51 pp
03.01.2024Brookstone Capital Management, LLCPassiv (13G)13,86 %228.714+1,20 pp
02.11.2023Brookstone Capital Management, LLCPassiv (13G)12,66 %44.927+0,88 pp
02.11.2023Brookstone Capital Management, LLCPassiv (13G/A)11,78 %135.439+9,93 pp
04.10.2023Brookstone Capital Management, LLCPassiv (13G/A)1,85 %71.370-12,76 pp
04.10.2023Brookstone Capital Management, LLCPassiv (13G)14,61 %434.248+4,36 pp
01.09.2023Brookstone Capital Management, LLCPassiv (13G/A)10,25 %531.946-6,52 pp
04.08.2023Brookstone Capital Management, LLCPassiv (13G)16,77 %481.889+6,54 pp
04.08.2023Brookstone Capital Management, LLCPassiv (13G)10,23 %53.657-0,88 pp
04.08.2023Brookstone Capital Management, LLCPassiv (13G)11,11 %567.141-6,29 pp
04.08.2023Brookstone Capital Management, LLCPassiv (13G)17,40 %130.322+15,75 pp
06.07.2023Brookstone Capital Management, LLCPassiv (13G/A)1,65 %43.985-10,38 pp

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