Stammdaten
Unternehmen & Branche
| Name | Pinnacle Wealth Management Advisory Group, LLC |
|---|---|
| Ticker | |
| CIK | 0001631864 |
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 |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 4.892.359 | 0 | 4.892.359 | 228.268.035 | Neu | +100,0% | |
| MORGAN STANLEY | 3.508.024 | 3.440.504 | 67.520 | 175.552.192 | Aufgestockt | +2,0% | |
| LPL Financial LLC | 2.963.330 | 2.788.965 | 174.365 | 139.962.481 | Aufgestockt | +6,3% | |
| Rockwood Wealth Management, LLC | 2.276.419 | 2.191.159 | 85.260 | 114.594.918 | Aufgestockt | +3,9% | |
| Resonant Capital Advisors, LLC | 1.666.710 | 1.373.218 | 293.492 | 83.902.185 | Aufgestockt | +21,4% | |
| BANK OF AMERICA CORP /DE/ | 1.492.832 | 1.249.198 | 243.634 | 74.840.031 | Aufgestockt | +19,5% | |
| Clearwater Capital Advisors, LLC | 1.201.541 | 1.107.784 | 93.757 | 55.463.138 | Aufgestockt | +8,5% | |
| CAPTRUST FINANCIAL ADVISORS | 1.072.449 | 1.470.159 | -397.710 | 53.987.064 | Reduziert | -27,1% | |
| ENVESTNET ASSET MANAGEMENT INC | 997.940 | 1.230.463 | -232.523 | 46.482.840 | Reduziert | -18,9% | |
| Cetera Investment Advisers | 727.334 | 710.096 | 17.238 | 35.688.876 | Aufgestockt | +2,4% | |
| Integrated Wealth Concepts LLC | 674.200 | 661.901 | 12.299 | 33.871.307 | Aufgestockt | +1,9% | |
| Foster Group, Inc. | 589.876 | 550.934 | 38.942 | 29.694.341 | Aufgestockt | +7,1% | |
| Ullmann Wealth Partners Group, LLC | 435.832 | 445.545 | -9.713 | 21.939.775 | Reduziert | -2,2% | |
| Kestra Investment Management, LLC | 393.836 | 0 | 393.836 | 19.817.828 | Neu | +100,0% | |
| Equitable Holdings, Inc. | 385.125 | 0 | 385.125 | 19.379.490 | Neu | +100,0% | |
| Tradition Wealth Management, LLC | 406.376 | 211.243 | 195.133 | 18.758.331 | Aufgestockt | +92,4% | |
| HighTower Advisors, LLC | 362.713 | 363.725 | -1.012 | 17.553.133 | Reduziert | -0,3% | |
| OSAIC HOLDINGS, INC. | 352.071 | 297.023 | 55.048 | 17.492.111 | Aufgestockt | +18,5% | |
| Apella Capital, LLC | 344.819 | 368.751 | -23.932 | 15.978.902 | Reduziert | -6,5% | |
| Crewe Advisors LLC | 307.365 | 0 | 307.365 | 15.472.755 | Neu | +100,0% | |
| Quantinno Capital Management LP | 307.365 | 0 | 307.365 | 15.466.607 | Neu | +100,0% | |
| Wealth Alliance Advisory Group, LLC | 322.299 | 281.948 | 40.351 | 14.877.311 | Aufgestockt | +14,3% | |
| CWM, LLC | 297.814 | 291.989 | 5.825 | 14.430.991 | Aufgestockt | +2,0% | |
| Rockefeller Capital Management L.P. | 226.012 | 114.797 | 111.215 | 11.377.485 | Aufgestockt | +96,9% | |
| Dynasty Wealth Management, LLC | 221.903 | 180.115 | 41.788 | 11.170.575 | Aufgestockt | +23,2% | |
| Quotient Wealth Partners, LLC | 204.221 | 185.233 | 18.988 | 10.280.501 | Aufgestockt | +10,3% | |
| Heck Capital Advisors, LLC | 218.380 | 216.473 | 1.907 | 10.080.442 | Aufgestockt | +0,9% | |
| Focus Partners Wealth | 193.420 | 201.764 | -8.344 | 9.736.763 | Reduziert | -4,1% | |
| Pinnacle Wealth Management Advisory Group, LLC | 1.421.117 | 1.038.468 | 382.649 | 9.628.874 | Aufgestockt | +36,8% | |
| Pine Harbor Wealth Management, LLC | 175.063 | 175.678 | -615 | 8.812.649 | Reduziert | -0,4% | |
| ROYAL BANK OF CANADA | 162.094 | 182.314 | -20.220 | 8.151.000 | Reduziert | -11,1% | |
| Smart Money Group LLC | 158.802 | 136.262 | 22.540 | 7.994.071 | Aufgestockt | +16,5% | |
| Ascent Group, LLC | 157.164 | 151.775 | 5.389 | 7.648.212 | Aufgestockt | +3,6% | |
| Kestra Advisory Services, LLC | 146.507 | 165.465 | -18.958 | 7.017.139 | Reduziert | -11,5% | |
| JONES FINANCIAL COMPANIES LLLP | 133.623 | 79.808 | 53.815 | 6.718.588 | Aufgestockt | +67,4% | |
| DGS Capital Management, LLC | 130.726 | 102.678 | 28.048 | 6.580.747 | Aufgestockt | +27,3% | |
| JANE STREET GROUP, LLC | 125.202 | 412.908 | -287.706 | 6.002.273 | Reduziert | -69,7% | |
| Portfolio Design Labs, LLC | 111.610 | 111.828 | -218 | 5.618.448 | Reduziert | -0,2% | |
| Merit Financial Group, LLC | 108.821 | 107.594 | 1.227 | 5.478.049 | Aufgestockt | +1,1% | |
| Sanctuary Advisors, LLC | 106.526 | 126.340 | -19.814 | 5.340.858 | Reduziert | -15,7% | |
| UBS Group AG | 104.972 | 166.355 | -61.383 | 5.282.682 | Reduziert | -36,9% | |
| NewEdge Advisors, LLC | 102.387 | 103.503 | -1.116 | 5.154.212 | Reduziert | -1,1% | |
| 55 North Private Wealth, LLC | 95.568 | 80.820 | 14.748 | 4.810.889 | Aufgestockt | +18,2% | |
| Richard P Slaughter Associates Inc | 95.450 | 103.421 | -7.971 | 4.804.953 | Reduziert | -7,7% | |
| Elmwood Wealth Management, Inc. | 88.020 | 89.290 | -1.270 | 4.430.927 | Reduziert | -1,4% | |
| Integrated Investment Consultants, LLC | 86.418 | 76.887 | 9.531 | 4.350.293 | Aufgestockt | +12,4% | |
| Ausdal Financial Partners, Inc. | 85.204 | 76.335 | 8.869 | 4.289.146 | Aufgestockt | +11,6% | |
| DONALDSON CAPITAL MANAGEMENT, LLC | 79.992 | 73.776 | 6.216 | 4.026.797 | Aufgestockt | +8,4% | |
| Cresta Advisors, Ltd. | 78.767 | 49.100 | 29.667 | 3.965.131 | Aufgestockt | +60,4% | |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 77.831 | 66.211 | 11.620 | 3.918.026 | Aufgestockt | +17,5% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 5.139.831 | 4.892.359 | +5,1% | 237.937.574 | 14,78 | 16 Q |
| MORGAN STANLEY | 3.508.024 | 3.440.504 | +2,0% | 175.552.192 | 10,90 | 17 Q |
| LPL Financial LLC | 2.963.330 | 2.788.965 | +6,3% | 139.962.481 | 8,69 | 17 Q |
| Rockwood Wealth Management, LLC | 2.276.419 | 2.191.159 | +3,9% | 114.594.918 | 7,12 | 15 Q |
| Resonant Capital Advisors, LLC | 1.666.710 | 1.373.218 | +21,4% | 83.902.185 | 5,21 | 11 Q |
| BANK OF AMERICA CORP /DE/ | 1.492.832 | 1.249.198 | +19,5% | 74.840.031 | 4,65 | 14 Q |
| Clearwater Capital Advisors, LLC | 1.201.541 | 1.107.784 | +8,5% | 55.463.138 | 3,44 | 15 Q |
| CAPTRUST FINANCIAL ADVISORS | 1.072.449 | 1.470.159 | -27,1% | 53.987.064 | 3,35 | 12 Q |
| ENVESTNET ASSET MANAGEMENT INC | 997.940 | 1.230.463 | -18,9% | 46.482.840 | 2,89 | 17 Q |
| Cetera Investment Advisers | 727.334 | 710.096 | +2,4% | 35.688.876 | 2,22 | 15 Q |
| Integrated Wealth Concepts LLC | 674.200 | 661.901 | +1,9% | 33.871.307 | 2,10 | 17 Q |
| Foster Group, Inc. | 589.876 | 550.934 | +7,1% | 29.694.341 | 1,84 | 13 Q |
| Ullmann Wealth Partners Group, LLC | 435.832 | 445.545 | -2,2% | 21.939.775 | 1,36 | 12 Q |
| Equitable Holdings, Inc. | 385.125 | 0 | +100,0% | 19.379.490 | 1,20 | 2 Q |
| Tradition Wealth Management, LLC | 406.376 | 211.243 | +92,4% | 18.758.331 | 1,16 | 5 Q |
| HighTower Advisors, LLC | 362.713 | 363.725 | -0,3% | 17.553.133 | 1,09 | 17 Q |
| OSAIC HOLDINGS, INC. | 352.071 | 297.023 | +18,5% | 17.492.111 | 1,09 | 17 Q |
| Apella Capital, LLC | 344.819 | 368.751 | -6,5% | 15.978.902 | 0,99 | 15 Q |
| Crewe Advisors LLC | 307.365 | 0 | +100,0% | 15.472.755 | 0,96 | 1 Q |
| Wealth Alliance Advisory Group, LLC | 322.299 | 281.948 | +14,3% | 14.877.311 | 0,92 | 11 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 282 | 36,0 | 1.612 |
| 31.12.2025 | ✓ | 283 | 38,9 | 1.768 |
| 30.09.2025 | ✓ | 250 | 46,6 | 2.124 |
| 30.06.2025 | ✓ | 244 | 35,3 | 1.562 |
| 31.03.2025 | ✓ | 227 | 41,6 | 1.895 |
| 31.12.2024 | ✓ | 216 | 36,6 | 1.602 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Quantinno Capital Management LP | 307.365 | 15.466.607 |
| 55 North Private Wealth, LLC | 80.820 | 4.066.887 |
| Ausdal Financial Partners, Inc. | 76.335 | 3.841.163 |
| Cresta Advisors, Ltd. | 49.100 | 2.470.712 |
| Kovack Advisors, Inc. | 39.495 | 1.848.982 |
| Valeo Financial Advisors, LLC | 33.780 | 1.699.810 |
| MMA ASSET MANAGEMENT LLC | 24.073 | 1.211.353 |
| Daybright Advisory Services, Inc. | 23.314 | 1.173.162 |
| VestGen Advisors, LLC | 23.260 | 1.170.441 |
| Cornerstone Financial Management LLC | 22.612 | 1.137.836 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| JANE STREET GROUP, LLC | 412.908 | 355.965 | +625.1 % | 19.167.189 |
| CAPTRUST FINANCIAL ADVISORS | 1.470.159 | 211.363 | +16.8 % | 73.978.390 |
| Pinnacle Wealth Management Advisory Group, LLC | 1.038.468 | 163.869 | +18.7 % | 5.645.492 |
| Rockwood Wealth Management, LLC | 2.191.159 | 163.620 | +8.1 % | 110.259.114 |
| BANK OF AMERICA CORP /DE/ | 1.249.198 | 129.880 | +11.6 % | 62.565.610 |
| Kestra Advisory Services, LLC | 165.465 | 118.839 | +254.9 % | 7.965.475 |
| Willis Johnson & Associates, Inc. | 105.166 | 78.980 | +301.6 % | 5.291.968 |
| Cetera Investment Advisers | 710.096 | 75.834 | +12.0 % | 34.855.337 |
| CITADEL ADVISORS LLC | 88.424 | 75.032 | +560.3 % | 4.200.940 |
| Rockefeller Capital Management L.P. | 114.797 | 71.733 | +166.6 % | 5.776.623 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| LPL Financial LLC | 2.788.965 | -1.499.867 | -35.0 % | 132.088.150 |
| ENVESTNET ASSET MANAGEMENT INC | 1.230.463 | -871.524 | -41.5 % | 58.599.303 |
| JPMORGAN CHASE & CO | 4.892.359 | -367.300 | -7.0 % | 228.268.035 |
| Cambridge Investment Research Advisors, Inc. | 476.220 | -365.364 | -43.4 % | 22.817 |
| MORGAN STANLEY | 3.440.504 | -288.151 | -7.7 % | 172.240.492 |
| PARK AVENUE SECURITIES LLC | 114.275 | -108.543 | -48.7 % | 5.305 |
| Kestra Investment Management, LLC | 393.836 | -78.459 | -16.6 % | 19.817.828 |
| MML INVESTORS SERVICES, LLC | 77.173 | -40.758 | -34.6 % | 3.712.926 |
| STEPHENS INC /AR/ | 143.682 | -35.731 | -19.9 % | 7.202.252 |
| Savant Capital, LLC | 114.106 | -32.489 | -22.2 % | 5.741.829 |