Projekt anfragen
Info

Brick & Kyle, Associates

Brick & Kyle, Associates
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001632253
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameBrick & Kyle, Associates
Ticker–
CIK0001632253

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)PA
Geschäftsadresse905 MT. EYRE ROAD, 18940 NEWTOWN, PA
Telefon215-493-8787
EIN (IRS)23-2479266

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 3189 von typischerweise 8405 Fonds (38 %) 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
MORGAN STANLEY3.640.77603.640.77664.842.230Neu+100,0%
WELLS FARGO & COMPANY/MN2.411.22402.411.22442.943.902Neu+100,0%
MANCHESTER FINANCIAL INC1.919.6021.966.746-47.14435.608.618Reduziert-2,4%
RAYMOND JAMES FINANCIAL INC1.716.88001.716.88030.577.617Neu+100,0%
UBS Group AG1.471.71501.471.71526.211.244Neu+100,0%
LPL Financial LLC1.412.56801.412.56825.157.841Neu+100,0%
AMERIPRISE FINANCIAL INC1.344.72801.344.72823.948.440Neu+100,0%
ODonnell Financial Services, LLC893.4630893.46315.892.201Neu+100,0%
OSAIC HOLDINGS, INC.801.9460801.94614.282.271Neu+100,0%
BANK OF AMERICA CORP /DE/669.2100669.21011.918.628Neu+100,0%
Prospera Financial Services Inc587.578552.73034.84810.899.951Aufgestockt+6,3%
Intellectus Partners, LLC553.0180553.0189.849.252Neu+100,0%
Warner Group LLC399.427225.128174.2997.409.362Aufgestockt+77,4%
ENVESTNET ASSET MANAGEMENT INC372.1230372.1236.627.511Neu+100,0%
JANE STREET GROUP, LLC347.8930347.8936.195.974Neu+100,0%
Owen LaRue, LLC255.152247.2487.9044.733.066Aufgestockt+3,2%
JONES FINANCIAL COMPANIES LLLP246.6470246.6474.220.127Neu+100,0%
Atria Investments, Inc223.175222.0951.0804.139.897Aufgestockt+0,5%
Allie Family Office LLC226.9030226.9034.041.142Neu+100,0%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.215.059214.0699903.989.352Aufgestockt+0,5%
HARBOUR INVESTMENTS, INC.223.4620223.4623.979.866Neu+100,0%
FLAGSHIP HARBOR ADVISORS, LLC214.083201.75912.3243.971.226Aufgestockt+6,1%
Sanctuary Advisors, LLC216.8360216.8363.861.849Neu+100,0%
Equitable Holdings, Inc.218.0990218.0993.816.733Neu+100,0%
ROYAL BANK OF CANADA203.6540203.6543.627.000Neu+100,0%
Next Level Private LLC190.195185.5494.6463.528.108Aufgestockt+2,5%
Hobart Private Capital, LLC178.103177.0461.0573.303.815Aufgestockt+0,6%
Murphy, Middleton, Hinkle & Parker, Inc.169.415138.46030.9553.142.647Aufgestockt+22,4%
IFP Advisors, Inc165.816368.685-202.8693.075.887Reduziert-55,0%
NewEdge Advisors, LLC170.0690170.0693.028.931Neu+100,0%
Steward Partners Investment Advisory, LLC164.8470164.8472.935.924Neu+100,0%
Cetera Investment Advisers163.0290163.0292.903.550Neu+100,0%
TRUIST FINANCIAL CORP152.671149.5203.1512.832.044Aufgestockt+2,1%
Waverly Advisors, LLC152.4770152.4772.715.621Neu+100,0%
Baird Financial Group, Inc.146.1940146.1942.603.715Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC137.347127.01510.3322.547.779Aufgestockt+8,1%
Concorde Asset Management, LLC137.4010137.4012.447.112Neu+100,0%
N.E.W. Advisory Services LLC136.5040136.5042.431.128Neu+100,0%
Ignite Planners, LLC123.190127.239-4.0492.285.181Reduziert-3,2%
CITADEL ADVISORS LLC119.2760119.2762.124.306Neu+100,0%
Independent Advisor Alliance116.3790116.3792.072.718Neu+100,0%
TCFG Investment Advisors, LLC102.067101.9401271.893.339Aufgestockt+0,1%
MML INVESTORS SERVICES, LLC102.8200102.8201.831.217Neu+100,0%
Rockefeller Capital Management L.P.102.7640102.7641.830.234Neu+100,0%
TCFG WEALTH MANAGEMENT, LLC101.9400101.9401.815.547Neu+100,0%
Gateway Wealth Partners, LLC93.912093.9121.672.564Neu+100,0%
KESTRA PRIVATE WEALTH SERVICES, LLC85.06782.3022.7651.577.997Aufgestockt+3,4%
Concurrent Investment Advisors, LLC82.86476.0956.7691.537.120Aufgestockt+8,9%
Kestra Advisory Services, LLC80.10686.923-6.8171.485.971Reduziert-7,8%
Farther Finance Advisors, LLC79.91779.1337841.482.462Aufgestockt+1,0%

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".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
MANCHESTER FINANCIAL INC1.919.6021.966.746-2,4%35.608.61832,540 %5 Q
Prospera Financial Services Inc587.578552.730+6,3%10.899.9519,960 %5 Q
Warner Group LLC399.427225.128+77,4%7.409.3626,777 %4 Q
Owen LaRue, LLC255.152247.248+3,2%4.733.0664,33100 %6 Q
Atria Investments, Inc223.175222.095+0,5%4.139.8973,780 %9 Q
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.215.059214.069+0,5%3.989.3523,650 %5 Q
FLAGSHIP HARBOR ADVISORS, LLC214.083201.759+6,1%3.971.2263,630 %5 Q
Next Level Private LLC190.195185.549+2,5%3.528.1083,220 %14 Q
Hobart Private Capital, LLC178.103177.046+0,6%3.303.8153,020 %11 Q
Murphy, Middleton, Hinkle & Parker, Inc.169.415138.460+22,4%3.142.6472,870 %16 Q
IFP Advisors, Inc165.816368.685-55,0%3.075.8872,81100 %17 Q
TRUIST FINANCIAL CORP152.671149.520+2,1%2.832.0442,590 %17 Q
COMMONWEALTH EQUITY SERVICES, LLC137.347127.015+8,1%2.547.7792,33–17 Q
Ignite Planners, LLC123.190127.239-3,2%2.285.1812,09100 %3 Q
TCFG Investment Advisors, LLC102.067101.940+0,1%1.893.3391,730 %2 Q
KESTRA PRIVATE WEALTH SERVICES, LLC85.06782.302+3,4%1.577.9971,44–15 Q
Concurrent Investment Advisors, LLC82.86476.095+8,9%1.537.1201,40100 %11 Q
Kestra Advisory Services, LLC80.10686.923-7,8%1.485.9711,36–11 Q
Farther Finance Advisors, LLC79.91779.133+1,0%1.482.4621,350 %6 Q
Wisconsin Wealth Advisors, LLC54.83955.534-1,3%1.017.2610,930 %5 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.535,9110
31.03.2026✓13730,3524
31.12.2025✓12426,8458
30.09.2025✓12329,2456
30.06.2025✓11420,9314
31.03.2025✓788,6113

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Waverly Advisors, LLC152.4772.715.621
Murphy, Middleton, Hinkle & Parker, Inc.138.4602.465.971
CITADEL ADVISORS LLC119.2762.124.306
Independent Advisor Alliance116.3792.072.718
TCFG Investment Advisors, LLC101.9401.815.547
FOUNDATIONS INVESTMENT ADVISORS, LLC79.2601.411.617
MERCER GLOBAL ADVISORS INC /ADV52.930942.685
Private Advisory Group LLC52.768939.798
FIFTH THIRD BANCORP48.137857.320
HUNTINGTON NATIONAL BANK27.013481.102

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
MANCHESTER FINANCIAL INC1.966.746538.011+37.7 %35.027.752
LPL Financial LLC1.412.568318.120+29.1 %25.157.841
MORGAN STANLEY3.640.776289.360+8.6 %64.842.230
BANK OF AMERICA CORP /DE/669.210229.723+52.3 %11.918.628
JANE STREET GROUP, LLC347.893206.014+145.2 %6.195.974
AMERIPRISE FINANCIAL INC1.344.728200.115+17.5 %23.948.440
WELLS FARGO & COMPANY/MN2.411.224194.690+8.8 %42.943.902
N.E.W. Advisory Services LLC136.504131.688+2734.4 %2.431.128
Baird Financial Group, Inc.146.194118.190+422.0 %2.603.715
Prospera Financial Services Inc552.73093.392+20.3 %9.844.457

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
Sanctuary Advisors, LLC216.836-224.343-50.9 %3.861.849
Atria Investments, Inc222.095-222.464-50.0 %3.955.512
OSAIC HOLDINGS, INC.801.946-83.036-9.4 %14.282.271
Intellectus Partners, LLC553.018-56.939-9.3 %9.849.252
KINTRA WEALTH, LLC17.739-30.845-63.5 %315.940
Integrated Wealth Concepts LLC55.718-30.468-35.4 %992.332
Navis Wealth Advisors, LLC72.651-23.041-24.1 %1.293.914
Warner Group LLC225.128-22.624-9.1 %4.009.531
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC46.143-19.378-29.6 %829.190
Concorde Asset Management, LLC137.401-18.311-11.8 %2.447.112

Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Hinweis

Erweitert ×