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Simon Quick Advisors, LLC

SIMON QUICK ADVISORS, LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001692038
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameSIMON QUICK ADVISORS, LLC
Ticker–
CIK0001692038

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)NJ
Geschäftsadresse360 MOUNT KEMBLE AVE, 07960 MORRISTOWN, NJ
Telefon9735251000
EIN (IRS)14-1909645

Listing & Historie

Fiskaljahr-Ende31.12.
Frühere NamenMASSEY QUICK SIMON & CO., LLC (bis 2019)
Massey, Quick & Co., LLC (bis 2017)

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 2699 von typischerweise 8392 Fonds (32 %) 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
RAYMOND JAMES FINANCIAL INC987.5940987.59426.840.107Neu+100,0%
WELLS FARGO & COMPANY/MN916.5370916.53725.113.007Neu+100,0%
MORGAN STANLEY345.9750345.97518.493.843Neu+100,0%
Rock Creek Group LLC139.9600139.96017.888.190Neu+100,0%
First Affirmative Financial Network109.6620109.66214.015.870Neu+100,0%
LPL Financial LLC318.5730318.57313.277.482Neu+100,0%
NewSquare Capital LLC373.1680373.1689.713.563Neu+100,0%
ALBION FINANCIAL GROUP /UT46.40844.6921.7167.167.193Aufgestockt+3,8%
UBS Group AG186.1590186.1596.785.525Neu+100,0%
Maltin Wealth Management, Inc.180.244181.424-1.1806.019.287Reduziert-0,7%
BANK OF AMERICA CORP /DE/45.418045.4185.804.829Neu+100,0%
Geneos Wealth Management Inc.33.219033.2194.245.717Neu+100,0%
Cetera Investment Advisers40.190040.1903.962.372Neu+100,0%
JANE STREET GROUP, LLC150.0000150.0003.904.500Neu+100,0%
Prospera Financial Services Inc115.122153.584-38.4623.844.304Reduziert-25,0%
ROYAL BANK OF CANADA85.341085.3413.476.000Neu+100,0%
National Philanthropic Trust25.502025.5023.259.393Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP20.548020.5482.626.225Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC70.075070.0752.070.560Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC28.581028.5811.971.780Neu+100,0%
STIFEL FINANCIAL CORP62.332062.3321.622.648Neu+100,0%
PFG Investments, LLC41.68637.1714.5151.554.682Aufgestockt+12,1%
JONES FINANCIAL COMPANIES LLLP21.431021.4311.518.419Neu+100,0%
OSAIC HOLDINGS, INC.15.613015.6131.405.361Neu+100,0%
Gradient Investments LLC6.8226.6042181.053.520Aufgestockt+3,3%
&PARTNERS39.235039.2351.021.287Neu+100,0%
Trueblood Wealth Management, LLC30.21729.4437741.009.093Aufgestockt+2,6%
MorganRosel Wealth Management, LLC36.590036.590952.438Neu+100,0%
Bell Investment Advisors, Inc6.73906.739861.326Neu+100,0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5.4134.414999837.567Aufgestockt+22,6%
Private Advisor Group, LLC24.11021.7302.380805.168Aufgestockt+11,0%
CITIGROUP INC11.455011.455803.886Neu+100,0%
Wealthfront Advisers LLC6.27606.276802.131Neu+100,0%
SEI INVESTMENTS CO6.20906.209793.570Neu+100,0%
Wilmington Savings Fund Society, FSB6.07306.073776.186Neu+100,0%
MML INVESTORS SERVICES, LLC29.733029.733773.956Neu+100,0%
Kestra Advisory Services, LLC5.83705.837745.974Neu+100,0%
CITADEL ADVISORS LLC27.640027.640719.469Neu+100,0%
Equitable Holdings, Inc.29.741029.741703.036Neu+100,0%
GOLDMAN SACHS GROUP INC23.672023.672616.182Neu+100,0%
BAROMETER CAPITAL MANAGEMENT INC.23.100023.100601.293Neu+100,0%
Fingerlakes Wealth Management, Inc.3.8513.8438594.795Aufgestockt+0,2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO18.242018.242581.394Neu+100,0%
SEEDS INVESTOR LLC4.26504.265580.808Neu+100,0%
Dynamic Advisor Solutions LLC3.7583.575183580.386Aufgestockt+5,1%
Del-Sette Capital Management, LLC22.180022.180577.345Neu+100,0%
MERCER GLOBAL ADVISORS INC /ADV4.39004.390561.083Neu+100,0%
NATIONAL BANK OF CANADA /FI/21.195021.195559.775Neu+100,0%
Laurel Wealth Planning LLC4.22104.221539.484Neu+100,0%
Napier Financial, LLC4.16604.166532.453Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 2699 von typischerweise 8392 Fonds (32 %) 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
ALBION FINANCIAL GROUP /UT46.40844.692+3,8%7.167.19324,160 %17 Q
Maltin Wealth Management, Inc.180.244181.424-0,7%6.019.28720,29100 %17 Q
Prospera Financial Services Inc115.122153.584-25,0%3.844.30412,960 %17 Q
PFG Investments, LLC41.68637.171+12,1%1.554.6825,240 %14 Q
Gradient Investments LLC6.8226.604+3,3%1.053.5203,550 %16 Q
Trueblood Wealth Management, LLC30.21729.443+2,6%1.009.0933,400 %11 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC5.4134.414+22,6%837.5672,8212 %12 Q
Private Advisor Group, LLC24.11021.730+11,0%805.1682,710 %9 Q
Fingerlakes Wealth Management, Inc.3.8513.843+0,2%594.7952,011 %17 Q
Dynamic Advisor Solutions LLC3.7583.575+5,1%580.3861,960 %5 Q
CWC Advisors, LLC.3.2273.259-1,0%498.3061,680 %8 Q
Mendel Capital Management LLC3.2033.2020,0%494.6061,670 %16 Q
Aprio Wealth Management, LLC2.7842.797-0,5%429.9161,450 %15 Q
MITCHELL SINKLER & STARR/PA2.6252.6250,0%405.4051,37100 %11 Q
JOHNSON INVESTMENT COUNSEL INC2.5002.5000,0%386.1001,30100 %17 Q
PITTENGER & ANDERSON INC2.4302.4300,0%375.2901,27100 %17 Q
BENJAMIN EDWARDS INC10.0449.994+0,5%335.4651,13100 %8 Q
TRAPHAGEN INVESTMENT ADVISORS LLC2.0802.076+0,2%321.2051,08–16 Q
EWA, LLC9.4050+100,0%314.0821,060 %1 Q
Grove Bank & Trust1.8861.8860,0%291.2740,980 %15 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.460,630
31.03.2026✓1636,3263
31.12.2025✓1594,3201
30.09.2025✓1464,5221
30.06.2025✓1403,8136
31.03.2025✓1355,2370

Top 10 Neueinsteiger

FondsAnteileWert (USD)
First Affirmative Financial Network109.66214.015.870
CITADEL ADVISORS LLC27.640719.469
BAROMETER CAPITAL MANAGEMENT INC.23.100601.293
Private Advisor Group, LLC21.730565.629
Napier Financial, LLC4.166532.453
Mendel Capital Management LLC3.202409.230
STEINBERGANNA WEALTH MANAGEMENT13.269345.381
Nicholson Wealth Management Group, LLC10.083262.464
StoneX Group Inc.9.902257.748
Heirloom Wealth Management9.461246.270

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
WELLS FARGO & COMPANY/MN916.537297.900+48.2 %25.113.007
NewSquare Capital LLC373.168256.390+219.6 %9.713.563
LPL Financial LLC318.573134.071+72.7 %13.277.482
JANE STREET GROUP, LLC150.000108.142+258.4 %3.904.500
Prospera Financial Services Inc153.58498.946+181.1 %3.997.582
RAYMOND JAMES FINANCIAL INC987.59484.841+9.4 %26.840.107
ENVESTNET ASSET MANAGEMENT INC70.07557.867+474.0 %2.070.560
PFG Investments, LLC37.17123.198+166.0 %967.570
ROYAL BANK OF CANADA85.34122.313+35.4 %3.476.000
MORGAN STANLEY345.97522.174+6.8 %18.493.843

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
SUSQUEHANNA INTERNATIONAL GROUP, LLP20.548-16.843-45.0 %2.626.225
OSAIC HOLDINGS, INC.15.613-12.253-44.0 %1.405.361
MorganRosel Wealth Management, LLC36.590-11.713-24.2 %952.438
GOLDMAN SACHS GROUP INC23.672-10.562-30.9 %616.182
IHT Wealth Management, LLC12.788-6.557-33.9 %332.864
Kestra Advisory Services, LLC5.837-3.456-37.2 %745.974
MML INVESTORS SERVICES, LLC29.733-2.627-8.1 %773.956
BANK OF AMERICA CORP /DE/45.418-1.922-4.1 %5.804.829
STIFEL FINANCIAL CORP62.332-1.906-3.0 %1.622.648
Kingsview Wealth Management, LLC19.427-1.183-5.7 %505.678

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