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Moloney Securities Asset Management, LLC

Moloney Securities Asset Management, LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001697934
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameMoloney Securities Asset Management, LLC
Ticker–
CIK0001697934

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)MO
Geschäftsadresse13537 BARRETT PARKWAY DRIVE SUITE 300, 63021 MANCHESTER, MO
Telefon(314) 909-0600
EIN (IRS)37-1797454

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 4029 von typischerweise 8431 Fonds (48 %) 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
LPL Financial LLC122.713.8260122.713.8263.735.429.780Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC59.015.36651.283.4287.731.9381.865.578.144Aufgestockt+15,1%
MORGAN STANLEY55.894.023055.894.0231.770.399.902Neu+100,0%
Capital International Investors62.141.713062.141.7131.463.060.678Neu+100,0%
WELLS FARGO & COMPANY/MN43.693.215043.693.2151.241.743.262Neu+100,0%
RAYMOND JAMES FINANCIAL INC32.721.348032.721.3481.024.651.078Neu+100,0%
Cetera Investment Advisers28.899.189028.899.189870.926.869Neu+100,0%
Cambridge Investment Research Advisors, Inc.21.934.06310.122.17011.811.893710.124.000Aufgestockt+116,7%
COMMONWEALTH EQUITY SERVICES, LLC20.633.14319.830.588802.555669.022.392Aufgestockt+4,0%
CWM, LLC10.252.572010.252.572632.401.913Neu+100,0%
ROYAL BANK OF CANADA16.608.059016.608.059600.767.000Neu+100,0%
OSAIC HOLDINGS, INC.16.354.677016.354.677504.313.583Neu+100,0%
MANUFACTURERS LIFE INSURANCE COMPANY, THE11.285.384011.285.384480.191.466Neu+100,0%
UBS Group AG15.983.759015.983.759449.491.869Neu+100,0%
Advance Capital Management, Inc.11.973.900011.973.900412.021.897Neu+100,0%
AMERIPRISE FINANCIAL INC6.718.34606.718.346411.337.754Neu+100,0%
JONES FINANCIAL COMPANIES LLLP13.289.215013.289.215386.218.920Neu+100,0%
BANK OF AMERICA CORP /DE/9.266.26509.266.265376.562.071Neu+100,0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO13.677.463013.677.463375.886.866Neu+100,0%
Capital Group Private Client Services, Inc.12.565.502012.565.502369.430.419Neu+100,0%
STIFEL FINANCIAL CORP10.306.220010.306.220313.326.519Neu+100,0%
BENJAMIN EDWARDS INC9.877.6178.569.8981.307.719286.547.994Aufgestockt+15,3%
MML INVESTORS SERVICES, LLC9.127.64809.127.648266.174.526Neu+100,0%
Merit Financial Group, LLC8.291.4808.065.370226.110263.555.925Aufgestockt+2,8%
Kestra Advisory Services, LLC7.340.1616.211.1481.129.013253.433.073Aufgestockt+18,2%
Schiavi & Co LLC5.336.74105.336.741222.905.823Neu+100,0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6.730.0736.469.491260.582209.311.766Aufgestockt+4,0%
Janney Montgomery Scott LLC7.522.93207.522.932200.290.000Neu+100,0%
&PARTNERS7.800.11007.800.110199.254.277Neu+100,0%
Private Advisor Group, LLC4.908.8304.983.501-74.671182.292.048Reduziert-1,5%
HARBOUR INVESTMENTS, INC.6.406.28106.406.281171.453.896Neu+100,0%
Syntegra Private Wealth Group, LLC771.561639.008132.553140.007.485Aufgestockt+20,7%
Baird Financial Group, Inc.5.214.71605.214.716137.061.538Neu+100,0%
GRIMES & Co WEALTH MANAGEMENT, LLC1.515.2191.556.167-40.948135.127.196Reduziert-2,6%
Valmark Advisers, Inc.4.914.30704.914.307133.820.915Neu+100,0%
Forge Financial Services LLC3.918.46303.918.463133.241.621Neu+100,0%
ASSETMARK, INC3.216.6632.520.469696.194131.687.172Aufgestockt+27,6%
Souders Financial Advisors5.091.08505.091.085124.902.349Neu+100,0%
NewEdge Advisors, LLC4.548.00004.548.000124.529.408Neu+100,0%
CAPTRUST FINANCIAL ADVISORS4.393.48704.393.487120.123.483Neu+100,0%
GW HENSSLER & ASSOCIATES LTD4.032.7924.013.05619.736119.854.587Aufgestockt+0,5%
GREAT VALLEY ADVISOR GROUP, INC.4.164.29804.164.298119.310.737Neu+100,0%
Confluence Wealth Services, Inc.4.147.0493.330.985816.064116.844.260Aufgestockt+24,5%
J. Derek Lewis & Associates Inc.3.552.1653.254.733297.432112.748.051Aufgestockt+9,1%
TRUIST FINANCIAL CORP3.007.3562.819.996187.360109.896.928Aufgestockt+6,6%
Capital Advantage, Inc.3.791.6822.498.7801.292.902103.626.677Aufgestockt+51,7%
WNY Asset Management, LLC4.381.81104.381.81199.346.547Neu+100,0%
Retirement Planning Group, LLC2.079.20702.079.20797.190.865Neu+100,0%
Mariner, LLC2.811.24702.811.24796.418.147Neu+100,0%
Aprio Wealth Management, LLC2.874.0713.148.654-274.58395.462.897Reduziert-8,7%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 4029 von typischerweise 8431 Fonds (48 %) 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
ENVESTNET ASSET MANAGEMENT INC59.015.36651.283.428+15,1%1.865.578.14417,61100 %17 Q
Cambridge Investment Research Advisors, Inc.21.934.06310.122.170+116,7%710.124.0006,70–17 Q
COMMONWEALTH EQUITY SERVICES, LLC20.633.14319.830.588+4,0%669.022.3926,32–17 Q
BENJAMIN EDWARDS INC9.877.6178.569.898+15,3%286.547.9942,71100 %16 Q
Merit Financial Group, LLC8.291.4808.065.370+2,8%263.555.9252,490 %16 Q
Kestra Advisory Services, LLC7.340.1616.211.148+18,2%253.433.0732,39–17 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6.730.0736.469.491+4,0%209.311.7661,987 %17 Q
Private Advisor Group, LLC4.908.8304.983.501-1,5%182.292.0481,720 %17 Q
Syntegra Private Wealth Group, LLC771.561639.008+20,7%140.007.4851,320 %15 Q
GRIMES & Co WEALTH MANAGEMENT, LLC1.515.2191.556.167-2,6%135.127.1961,28100 %17 Q
ASSETMARK, INC3.216.6632.520.469+27,6%131.687.1721,24100 %15 Q
GW HENSSLER & ASSOCIATES LTD4.032.7924.013.056+0,5%119.854.5871,130 %17 Q
Confluence Wealth Services, Inc.4.147.0493.330.985+24,5%116.844.2601,100 %11 Q
J. Derek Lewis & Associates Inc.3.552.1653.254.733+9,1%112.748.0511,06100 %3 Q
TRUIST FINANCIAL CORP3.007.3562.819.996+6,6%109.896.9281,040 %17 Q
Capital Advantage, Inc.3.791.6822.498.780+51,7%103.626.6770,980 %5 Q
Aprio Wealth Management, LLC2.874.0713.148.654-8,7%95.462.8970,900 %3 Q
FINANCIAL CONSULATE, INC1.981.0771.950.178+1,6%89.538.2250,8566 %12 Q
KESTRA PRIVATE WEALTH SERVICES, LLC2.645.2001.834.485+44,2%79.266.5050,75–17 Q
ST GERMAIN D J CO INC2.652.4892.609.201+1,7%76.289.5660,720 %14 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.821313,310.589
31.03.2026✓1.356964,630.322
31.12.2025✓1.315820,826.455
30.09.2025✓1.189717,023.056
30.06.2025✓1.097592,218.977
31.03.2025✓1.053506,215.813

Top 10 Neueinsteiger

FondsAnteileWert (USD)
WNY Asset Management, LLC4.381.81199.346.547
Presper Financial Architects, LLC1.115.39833.794.951
Sentinel Advisory Group, LLC395.34315.183.116
Centurion Wealth Management LLC210.51410.393.093
Clear Trail Advisors, LLC357.2249.727.198
Clarity Asset Management, Inc.296.9468.085.844
Integras Partners LLC266.9276.884.051
POM Investment Strategies, LLC208.7816.595.811
SteelPeak Wealth, LLC127.5936.299.277
Integrity Wealth Partners, LLC115.7586.006.372

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
LPL Financial LLC122.713.82628.821.513+30.7 %3.735.429.780
Capital International Investors62.141.71310.813.076+21.1 %1.463.060.678
WELLS FARGO & COMPANY/MN43.693.21510.423.492+31.3 %1.241.743.247
ENVESTNET ASSET MANAGEMENT INC51.283.4287.860.666+18.1 %1.504.349.264
MORGAN STANLEY55.894.0236.230.647+12.5 %1.770.399.902
BENJAMIN EDWARDS INC8.569.8985.813.658+210.9 %232.353.032
RAYMOND JAMES FINANCIAL INC32.721.3484.780.988+17.1 %1.024.651.078
JONES FINANCIAL COMPANIES LLLP13.289.2154.327.419+48.3 %386.218.920
Cetera Investment Advisers28.899.1893.779.979+15.0 %870.926.869
Forge Financial Services LLC3.918.4633.770.699+2551.8 %133.241.621

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC6.469.491-1.642.289-20.2 %191.945.214
Corient Private Wealth LLC1.115.141-1.435.163-56.3 %22.518.011
MANUFACTURERS LIFE INSURANCE COMPANY, THE11.285.384-1.352.554-10.7 %480.191.466
AXXCESS WEALTH MANAGEMENT, LLC23.537-825.498-97.2 %1.162.008
Gradient Investments LLC2.903.161-708.598-19.6 %89.771.904
Concurrent Investment Advisors, LLC1.794.943-655.297-26.7 %54.487.306
Lloyd Advisory Services, LLC.24.345-479.581-95.2 %784.315
New England Capital Financial Advisors LLC337.113-476.704-58.6 %7.786.861
Mariner, LLC2.811.247-395.188-12.3 %96.418.147
CAPTRUST FINANCIAL ADVISORS4.393.487-375.924-7.9 %120.123.483

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