Stammdaten
Unternehmen & Branche
| Name | ORG Partners LLC |
|---|---|
| Ticker | |
| CIK | 0001979372 |
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 |
|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | 287.324 | 272.911 | 14.413 | 8.707.318 | Aufgestockt | +5,3% | |
| ALBERT D MASON INC | 52.757 | 0 | 52.757 | 1.102.094 | Neu | +100,0% | |
| ORG Partners LLC | 4.287.465 | 0 | 4.287.465 | 750.490 | Neu | +100,0% | |
| Ascentis Independent Advisors | 80.995 | 0 | 80.995 | 703.691 | Neu | +100,0% | |
| GAGNON SECURITIES LLC | 33.350 | 45.700 | -12.350 | 439.951 | Reduziert | -27,0% | |
| Arvest Bank Trust Division | 11.582 | 0 | 11.582 | 386.516 | Neu | +100,0% | |
| GHE, LLC | 25.665 | 0 | 25.665 | 250.236 | Neu | +100,0% | |
| Sageworth Trust Co | 1.327 | 0 | 1.327 | 233.935 | Neu | +100,0% | |
| Oakworth Capital, Inc. | 3.638 | 3.638 | 0 | 71.769 | Unverändert | 0,0% | |
| Transce3nd, LLC | 2.422 | 2.572 | -150 | 61.250 | Reduziert | -5,8% | |
| McMillan Office, Inc. | 2.042 | 2.042 | 0 | 55.076 | Unverändert | 0,0% | |
| Financial Gravity Asset Management, Inc. | 4.138 | 3.762 | 376 | 45.700 | Aufgestockt | +10,0% | |
| RICHARDSON FINANCIAL SERVICES INC. | 3.463 | 3.404 | 59 | 24.668 | Aufgestockt | +1,7% | |
| ADIRONDACK TRUST CO | 187 | 0 | 187 | 11.902 | Neu | +100,0% | |
| NBT BANK N A /NY | 2.200 | 0 | 2.200 | 2.200 | Neu | +100,0% | |
| Ascentis Wealth Management, LLC | 4.228.608 | 5.350 | 4.223.258 | 1.427 | Aufgestockt | +78939,4% | |
| Motiv8 Investments LLC | 16.838 | 0 | 16.838 | 364 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 16.715 | 0 | 16.715 | 182 | Neu | +100,0% | |
| Winch Advisory Services, LLC | 238 | 0 | 238 | 0 | Neu | +100,0% | |
| AdvisorShares Investments LLC | 89.780 | 89.780 | 0 | 0 | Unverändert | 0,0% | |
| Archer Investment Corp | 3.305 | 0 | 3.305 | 0 | Neu | +100,0% | |
| Benson Wealth Management INC | 160 | 0 | 160 | 0 | Neu | +100,0% | |
| GAMMA Investing LLC | 728 | 0 | 728 | 0 | Neu | +100,0% | |
| Keating Financial Advisory Services, Inc. | 80 | 80 | 0 | 0 | Unverändert | 0,0% | |
| SouthState Bank Corp | 9 | 9 | 0 | 0 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | 287.324 | 272.911 | +5,3% | 8.707.318 | 71,99 | 17 Q |
| ALBERT D MASON INC | 52.757 | 0 | +100,0% | 1.102.094 | 9,11 | 1 Q |
| Ascentis Independent Advisors | 80.995 | 0 | +100,0% | 703.691 | 5,82 | 1 Q |
| GAGNON SECURITIES LLC | 33.350 | 45.700 | -27,0% | 439.951 | 3,64 | 17 Q |
| Arvest Bank Trust Division | 11.582 | 0 | +100,0% | 386.516 | 3,20 | 1 Q |
| GHE, LLC | 25.665 | 0 | +100,0% | 250.236 | 2,07 | 1 Q |
| Sageworth Trust Co | 1.327 | 0 | +100,0% | 233.935 | 1,93 | 1 Q |
| Oakworth Capital, Inc. | 3.638 | 3.638 | 0,0% | 71.769 | 0,59 | 3 Q |
| Transce3nd, LLC | 2.422 | 2.572 | -5,8% | 61.250 | 0,51 | 6 Q |
| McMillan Office, Inc. | 2.042 | 2.042 | 0,0% | 55.076 | 0,46 | 2 Q |
| Financial Gravity Asset Management, Inc. | 4.138 | 3.762 | +10,0% | 45.700 | 0,38 | 10 Q |
| RICHARDSON FINANCIAL SERVICES INC. | 3.463 | 3.404 | +1,7% | 24.668 | 0,20 | 9 Q |
| ADIRONDACK TRUST CO | 187 | 0 | +100,0% | 11.902 | 0,10 | 1 Q |
| Ascentis Wealth Management, LLC | 4.228.608 | 5.350 | +78939,4% | 1.427 | 0,01 | 7 Q |
| Coston, McIsaac & Partners | 16.715 | 0 | +100,0% | 182 | 0,00 | 1 Q |
| AdvisorShares Investments LLC | 89.780 | 89.780 | 0,0% | 0 | 0,00 | 3 Q |
| SouthState Bank Corp | 9 | 9 | 0,0% | 0 | 0,00 | 9 Q |
| Keating Financial Advisory Services, Inc. | 80 | 80 | 0,0% | 0 | 0,00 | 2 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 18 | 4,9 | 12 |
| 31.12.2025 | ✓ | 18 | 4,7 | 10 |
| 30.09.2025 | ✓ | 16 | 4,8 | 16 |
| 30.06.2025 | ✓ | 10 | 0,5 | 11 |
| 31.03.2025 | ✓ | 11 | 1,1 | 26 |
| 31.12.2024 | ✓ | 13 | 5,3 | 20 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| McMillan Office, Inc. | 2.042 | 57.006 |
| Motiv8 Investments LLC | 16.838 | 364 |
| Keating Financial Advisory Services, Inc. | 80 | 0 |
| Benson Wealth Management INC | 160 | 0 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| FULTON BANK, N.A. | 272.911 | 15.868 | +6.2 % | 9.036.227 |
| Oakworth Capital, Inc. | 3.638 | 126 | +3.6 % | 73.478 |
| RICHARDSON FINANCIAL SERVICES INC. | 3.404 | 56 | +1.7 % | 32.982 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | 3.762 | -10.949 | -74.4 % | 38.947 |
| ORG Partners LLC | 4.287.465 | -10.273 | -0.2 % | 750.490 |
| Transce3nd, LLC | 2.572 | -3.036 | -54.1 % | 66.311 |
| GAGNON SECURITIES LLC | 45.700 | -375 | -0.8 % | 409.075 |
| Ascentis Wealth Management, LLC | 5.350 | -100 | -1.8 % | 0 |