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Money Concepts Capital Corp

MONEY CONCEPTS CAPITAL CORP
Branche unbekannt
Ticker–Börse–
ISIN–CIK0000716851
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameMONEY CONCEPTS CAPITAL CORP
Ticker–
CIK0000716851

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)FL
Geschäftsadresse11440 JOG ROAD, 33418 PALM BEACH GARDENS, FL
Telefon561-472-2000
EIN (IRS)59-2268067

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 3394 von typischerweise 8409 Fonds (40 %) 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
Clal Insurance Enterprises Holdings Ltd9.350.00009.350.000541.739.000Neu+100,0%
EXCHANGE TRADED CONCEPTS, LLC3.274.4603.783.946-509.486210.547.778Reduziert-13,5%
JANE STREET GROUP, LLC3.433.88603.433.886198.195.556Neu+100,0%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC2.800.62502.800.625180.080.187Neu+100,0%
Horizon Investments, LLC3.011.81803.011.818131.093.190Neu+100,0%
J.Safra Asset Management Corp1.571.47701.571.47791.051.392Neu+100,0%
TWO SIGMA INVESTMENTS, LP1.210.30001.210.30070.124.782Neu+100,0%
GOLDMAN SACHS GROUP INC1.118.91301.118.91364.829.819Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP739.1000739.10042.823.454Neu+100,0%
MONEY CONCEPTS CAPITAL CORP683.3410683.34138.656.671Neu+100,0%
Marks Wealth, LLC531.5450531.54530.797.717Neu+100,0%
VISTA FINANCE, LLC452.160346.177105.98329.073.887Aufgestockt+30,6%
CITADEL ADVISORS LLC499.8000499.80028.958.412Neu+100,0%
HighTower Advisors, LLC406.9060406.90623.579.189Neu+100,0%
Cambridge Investment Research Advisors, Inc.342.096159.714182.38220.957.000Aufgestockt+114,2%
Presper Financial Architects, LLC340.2270340.22719.712.752Neu+100,0%
LIBERTY ONE INVESTMENT MANAGEMENT, LLC685.3770685.37718.724.057Neu+100,0%
Qube Research & Technologies Ltd317.3800317.38018.388.997Neu+100,0%
Cerity Partners LLC302.2260302.22617.511.002Neu+100,0%
OPPENHEIMER & CO INC234.3680234.36813.579.282Neu+100,0%
OSAIC HOLDINGS, INC.228.0620228.06212.986.278Neu+100,0%
CAPTRUST FINANCIAL ADVISORS218.7480218.74812.674.251Neu+100,0%
IFP Advisors, Inc196.83716.342180.49512.656.619Aufgestockt+1104,5%
ROYAL BANK OF CANADA195.7470195.74711.342.000Neu+100,0%
IMZ Advisory Inc154.990146.7528.2389.965.875Aufgestockt+5,6%
LPL Financial LLC166.0050166.0059.618.330Neu+100,0%
MIDLAND WEALTH ADVISORS, LLC145.934139.5366.3989.383.556Aufgestockt+4,6%
THRIVENT FINANCIAL FOR LUTHERANS145.4000145.4008.424.000Neu+100,0%
LaSalle St. Investment Advisors, LLC142.5540142.5548.259.578Neu+100,0%
Quaker Wealth Management, LLC125.119123.9271.1928.045.152Aufgestockt+1,0%
Cooper Capital Advisors LLC119.0960119.0967.657.870Neu+100,0%
MORGAN STANLEY125.6320125.6327.279.118Neu+100,0%
Rockefeller Capital Management L.P.120.7360120.7366.995.500Neu+100,0%
Spire Wealth Management100.727103.899-3.1726.479.156Reduziert-3,1%
UBS Group AG91.517091.5175.302.495Neu+100,0%
Estate Planners Group, LLC83.705083.7054.849.860Neu+100,0%
Ausdal Financial Partners, Inc.81.318081.3184.711.592Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC67.11695.585-28.4694.315.584Reduziert-29,8%
Advyzon Investment Management, LLC74.291074.2914.304.459Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC70.721070.7213.705.076Neu+100,0%
Mariner, LLC60.990060.9903.533.758Neu+100,0%
Twelve Points Wealth Management LLC57.233057.2333.316.097Neu+100,0%
Paragon Private Wealth Management, LLC49.45951.912-2.4533.180.229Reduziert-4,7%
Jackson Wealth Management, LLC53.980053.9803.128.000Neu+100,0%
HRT FINANCIAL LP53.102053.1023.076.000Neu+100,0%
BANK OF AMERICA CORP /DE/52.723052.7233.054.771Neu+100,0%
VestGen Advisors, LLC43.760043.7603.024.657Neu+100,0%
Integrity Wealth Partners, LLC47.340047.3402.742.877Neu+100,0%
Kestra Advisory Services, LLC39.05432.3866.6682.511.179Aufgestockt+20,6%
Strategic Blueprint, LLC38.50122.77115.7302.475.613Aufgestockt+69,1%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3394 von typischerweise 8409 Fonds (40 %) 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
EXCHANGE TRADED CONCEPTS, LLC3.274.4603.783.946-13,5%210.547.77838,0472 %5 Q
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC2.800.6250+100,0%180.080.18732,530 %1 Q
VISTA FINANCE, LLC452.160346.177+30,6%29.073.8875,250 %4 Q
Cambridge Investment Research Advisors, Inc.342.096159.714+114,2%20.957.0003,79–10 Q
IFP Advisors, Inc196.83716.342+1104,5%12.656.6192,29100 %4 Q
IMZ Advisory Inc154.990146.752+5,6%9.965.8751,80100 %6 Q
MIDLAND WEALTH ADVISORS, LLC145.934139.536+4,6%9.383.5561,700 %7 Q
Quaker Wealth Management, LLC125.119123.927+1,0%8.045.1521,450 %2 Q
Cooper Capital Advisors LLC119.0960+100,0%7.657.8701,380 %1 Q
Spire Wealth Management100.727103.899-3,1%6.479.1561,17–4 Q
COMMONWEALTH EQUITY SERVICES, LLC67.11695.585-29,8%4.315.5840,78–10 Q
Paragon Private Wealth Management, LLC49.45951.912-4,7%3.180.2290,5763 %6 Q
Kestra Advisory Services, LLC39.05432.386+20,6%2.511.1790,45–8 Q
Strategic Blueprint, LLC38.50122.771+69,1%2.475.6130,45100 %3 Q
Legacies Wealth LLC32.2080+100,0%2.070.9740,37100 %1 Q
RFG Advisory, LLC31.88195.991-66,8%2.049.9490,370 %6 Q
Key Client Fiduciary Advisors, LLC30.58532.132-4,8%1.966.6170,36100 %8 Q
Belpointe Asset Management LLC29.33729.127+0,7%1.886.3690,3464 %11 Q
Rye Brook Capital LLC27.7500+100,0%1.784.0000,32100 %1 Q
Concurrent Investment Advisors, LLC23.22822.446+3,5%1.493.5910,27100 %6 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.1088,6553
31.03.2026✓24428,11.602
31.12.2025✓23923,81.566
30.09.2025✓21918,61.203
30.06.2025✓1828,7485
31.03.2025✓1567,2330

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Presper Financial Architects, LLC340.22719.712.752
LIBERTY ONE INVESTMENT MANAGEMENT, LLC685.37718.724.057
LaSalle St. Investment Advisors, LLC142.5548.259.578
Quaker Wealth Management, LLC123.9277.180.331
Integrity Wealth Partners, LLC47.3402.742.877
FIFTH LANE CAPITAL, LP40.0002.317.600
MARSHALL WACE, LLP39.3672.280.924
Quadrature Capital Ltd27.8251.612.181
BALYASNY ASSET MANAGEMENT L.P.20.5061.188.118
B. Riley Wealth Advisors, Inc.17.719981.459

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
Clal Insurance Enterprises Holdings Ltd9.350.0004.700.000+101.1 %541.739.000
TWO SIGMA INVESTMENTS, LP1.210.300409.200+51.1 %70.124.782
CAPTRUST FINANCIAL ADVISORS218.748209.333+2223.4 %12.674.251
OPPENHEIMER & CO INC234.368142.058+153.9 %13.579.282
Horizon Investments, LLC2.261.818131.578+6.2 %131.049.735
ROYAL BANK OF CANADA195.74779.711+68.7 %11.342.000
J.Safra Asset Management Corp1.571.47761.257+4.1 %91.051.392
UBS Group AG91.51756.285+159.8 %5.302.495
OSAIC HOLDINGS, INC.228.06240.702+21.7 %12.986.278
MORGAN STANLEY125.63239.630+46.1 %7.279.118

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
MONEY CONCEPTS CAPITAL CORP683.341-524.520-43.4 %38.656.671
EXCHANGE TRADED CONCEPTS, LLC3.783.946-483.772-11.3 %219.241.832
VISTA FINANCE, LLC346.177-155.833-31.0 %20.057.495
COMMONWEALTH EQUITY SERVICES, LLC95.585-141.756-59.7 %5.538.210
Marks Wealth, LLC531.545-129.787-19.6 %30.797.717
Mariner, LLC60.990-125.303-67.3 %3.533.758
Tower Research Capital LLC (TRC)204-109.995-99.8 %11.820
Kingsview Wealth Management, LLC11.550-92.094-88.9 %669.215
Cerity Partners LLC302.226-89.726-22.9 %17.511.002
Brookstone Capital Management17.281-86.321-83.3 %1.001.248

Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →

Aktivisten & Großaktionäre (13D/13G) ⓘ

DatumInvestorTypAnteilAktienΔΔ-Balken
14.11.2024MONEY CONCEPTS CAPITAL CORPPassiv (13G)5,80 %962.818Neu

Hinweis

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