Stammdaten
Unternehmen & Branche
| Name | SMITH, MOORE & CO. |
|---|---|
| Ticker | |
| CIK | 0000200724 |
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 |
|---|---|---|---|---|---|---|---|
| Aspen Wealth Strategies, LLC | 45.098 | 44.477 | 621 | 1.569.379 | Aufgestockt | +1,4% | |
| JANE STREET GROUP, LLC | 25.511 | 14.809 | 10.702 | 887.762 | Aufgestockt | +72,3% | |
| Worthington Financial Partners, LLC | 24.675 | 0 | 24.675 | 858.670 | Neu | +100,0% | |
| FIRST TRUST ADVISORS LP | 19.675 | 0 | 19.675 | 684.428 | Neu | +100,0% | |
| Cetera Investment Advisers | 17.741 | 15.167 | 2.574 | 617.368 | Aufgestockt | +17,0% | |
| ROYAL BANK OF CANADA | 17.000 | 0 | 17.000 | 592.000 | Neu | +100,0% | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13.654 | 13.549 | 105 | 489.086 | Aufgestockt | +0,8% | |
| SMITH, MOORE & CO. | 13.594 | 10.836 | 2.758 | 473.070 | Aufgestockt | +25,5% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.771 | 8.974 | 3.797 | 444.420 | Aufgestockt | +42,3% | |
| Kestra Advisory Services, LLC | 12.178 | 5.512 | 6.666 | 423.792 | Aufgestockt | +120,9% | |
| BENJAMIN EDWARDS INC | 8.911 | 9.064 | -153 | 310.064 | Reduziert | -1,7% | |
| Prosperity Financial Group, Inc. | 8.564 | 8.557 | 7 | 298.031 | Aufgestockt | +0,1% | |
| FORTRESS PRIVATE LEDGER, LLC | 7.210 | 0 | 7.210 | 250.902 | Neu | +100,0% | |
| OLD MISSION CAPITAL LLC | 6.524 | 0 | 6.524 | 211.620 | Neu | +100,0% | |
| Sunbelt Securities, Inc. | 3.459 | 0 | 3.459 | 120.354 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 2.334 | 1.623 | 711 | 81.222 | Aufgestockt | +43,8% | |
| Parallel Advisors, LLC | 475 | 475 | 0 | 16.530 | Unverändert | 0,0% | |
| HARBOUR INVESTMENTS, INC. | 316 | 316 | 0 | 10.997 | Unverändert | 0,0% | |
| UBS Group AG | 197 | 0 | 197 | 6.390 | Neu | +100,0% | |
| Steward Partners Investment Advisory, LLC | 125 | 125 | 0 | 4.350 | Unverändert | 0,0% | |
| AE Wealth Management LLC | 112 | 150 | -38 | 3.898 | Reduziert | -25,3% | |
| Keating Financial Advisory Services, Inc. | 110 | 0 | 110 | 3.828 | Neu | +100,0% | |
| ORG Partners LLC | 92 | 0 | 92 | 2.984 | Neu | +100,0% | |
| Merkkuri Wealth Advisors LLC | 69 | 0 | 69 | 2.417 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 14.874 | 0 | 14.874 | 518 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Aspen Wealth Strategies, LLC | 45.098 | 44.477 | +1,4% | 1.569.379 | 19,27 | 2 Q |
| JANE STREET GROUP, LLC | 25.511 | 14.809 | +72,3% | 887.762 | 10,90 | 3 Q |
| Worthington Financial Partners, LLC | 24.675 | 0 | +100,0% | 858.670 | 10,54 | 1 Q |
| FIRST TRUST ADVISORS LP | 19.675 | 0 | +100,0% | 684.428 | 8,41 | 1 Q |
| Cetera Investment Advisers | 17.741 | 15.167 | +17,0% | 617.368 | 7,58 | 2 Q |
| ROYAL BANK OF CANADA | 17.000 | 0 | +100,0% | 592.000 | 7,27 | 1 Q |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13.654 | 13.549 | +0,8% | 489.086 | 6,01 | 2 Q |
| SMITH, MOORE & CO. | 13.594 | 10.836 | +25,5% | 473.070 | 5,81 | 4 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 12.771 | 8.974 | +42,3% | 444.420 | 5,46 | 2 Q |
| Kestra Advisory Services, LLC | 12.178 | 5.512 | +120,9% | 423.792 | 5,20 | 2 Q |
| BENJAMIN EDWARDS INC | 8.911 | 9.064 | -1,7% | 310.064 | 3,81 | 3 Q |
| Prosperity Financial Group, Inc. | 8.564 | 8.557 | +0,1% | 298.031 | 3,66 | 2 Q |
| FORTRESS PRIVATE LEDGER, LLC | 7.210 | 0 | +100,0% | 250.902 | 3,08 | 1 Q |
| Sunbelt Securities, Inc. | 3.459 | 0 | +100,0% | 120.354 | 1,48 | 1 Q |
| OSAIC HOLDINGS, INC. | 2.334 | 1.623 | +43,8% | 81.222 | 1,00 | 2 Q |
| Parallel Advisors, LLC | 475 | 475 | 0,0% | 16.530 | 0,20 | 2 Q |
| HARBOUR INVESTMENTS, INC. | 316 | 316 | 0,0% | 10.997 | 0,14 | 2 Q |
| Steward Partners Investment Advisory, LLC | 125 | 125 | 0,0% | 4.350 | 0,05 | 3 Q |
| AE Wealth Management LLC | 112 | 150 | -25,3% | 3.898 | 0,05 | 2 Q |
| Keating Financial Advisory Services, Inc. | 110 | 0 | +100,0% | 3.828 | 0,05 | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 22 | 0,2 | 8 |
| 31.12.2025 | ✓ | 18 | 0,2 | 5 |
| 30.09.2025 | ✓ | 5 | 0,1 | 3 |
| 30.09.2022 | vorl. | 4 | 0,1 | 1 |
| 30.06.2022 | vorl. | 7 | 0,1 | 1 |
| 31.03.2022 | vorl. | 8 | 0,2 | 2 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Aspen Wealth Strategies, LLC | 44.477 | 1.442.720 |
| Cetera Investment Advisers | 15.167 | 491.959 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13.549 | 439.492 |
| SMITH, MOORE & CO. | 10.836 | 351.498 |
| COMMONWEALTH EQUITY SERVICES, LLC | 8.974 | 291.100 |
| Prosperity Financial Group, Inc. | 8.557 | 277.579 |
| Kestra Advisory Services, LLC | 5.512 | 178.808 |
| OSAIC HOLDINGS, INC. | 1.623 | 52.649 |
| Parallel Advisors, LLC | 475 | 15.408 |
| HARBOUR INVESTMENTS, INC. | 316 | 10.250 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| BENJAMIN EDWARDS INC | 9.064 | 390 | +4.5 % | 293.983 |
| Steward Partners Investment Advisory, LLC | 125 | 60 | +92.3 % | 4.055 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| JANE STREET GROUP, LLC | 14.809 | -26.777 | -64.4 % | 480.362 |
| OLD MISSION CAPITAL LLC | 6.524 | -5.083 | -43.8 % | 211.620 |