Stammdaten
Unternehmen & Branche
| Name | MONEY CONCEPTS CAPITAL CORP |
|---|---|
| Ticker | – |
| CIK | 0000716851 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | FL |
|---|---|
| Geschäftsadresse | 11440 JOG ROAD, 33418 PALM BEACH GARDENS, FL |
| Telefon | 561-472-2000 |
| EIN (IRS) | 59-2268067 |
Listing & Historie
| Fiskaljahr-Ende | 31.12. |
|---|
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 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.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 9.350.000 | 0 | 9.350.000 | 541.739.000 | Neu | +100,0% | |
| EXCHANGE TRADED CONCEPTS, LLC | 3.274.460 | 3.783.946 | -509.486 | 210.547.778 | Reduziert | -13,5% | |
| JANE STREET GROUP, LLC | 3.433.886 | 0 | 3.433.886 | 198.195.556 | Neu | +100,0% | |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.800.625 | 0 | 2.800.625 | 180.080.187 | Neu | +100,0% | |
| Horizon Investments, LLC | 3.011.818 | 0 | 3.011.818 | 131.093.190 | Neu | +100,0% | |
| J.Safra Asset Management Corp | 1.571.477 | 0 | 1.571.477 | 91.051.392 | Neu | +100,0% | |
| TWO SIGMA INVESTMENTS, LP | 1.210.300 | 0 | 1.210.300 | 70.124.782 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 1.118.913 | 0 | 1.118.913 | 64.829.819 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 739.100 | 0 | 739.100 | 42.823.454 | Neu | +100,0% | |
| MONEY CONCEPTS CAPITAL CORP | 683.341 | 0 | 683.341 | 38.656.671 | Neu | +100,0% | |
| Marks Wealth, LLC | 531.545 | 0 | 531.545 | 30.797.717 | Neu | +100,0% | |
| VISTA FINANCE, LLC | 452.160 | 346.177 | 105.983 | 29.073.887 | Aufgestockt | +30,6% | |
| CITADEL ADVISORS LLC | 499.800 | 0 | 499.800 | 28.958.412 | Neu | +100,0% | |
| HighTower Advisors, LLC | 406.906 | 0 | 406.906 | 23.579.189 | Neu | +100,0% | |
| Cambridge Investment Research Advisors, Inc. | 342.096 | 159.714 | 182.382 | 20.957.000 | Aufgestockt | +114,2% | |
| Presper Financial Architects, LLC | 340.227 | 0 | 340.227 | 19.712.752 | Neu | +100,0% | |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 685.377 | 0 | 685.377 | 18.724.057 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 317.380 | 0 | 317.380 | 18.388.997 | Neu | +100,0% | |
| Cerity Partners LLC | 302.226 | 0 | 302.226 | 17.511.002 | Neu | +100,0% | |
| OPPENHEIMER & CO INC | 234.368 | 0 | 234.368 | 13.579.282 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 228.062 | 0 | 228.062 | 12.986.278 | Neu | +100,0% | |
| CAPTRUST FINANCIAL ADVISORS | 218.748 | 0 | 218.748 | 12.674.251 | Neu | +100,0% | |
| IFP Advisors, Inc | 196.837 | 16.342 | 180.495 | 12.656.619 | Aufgestockt | +1104,5% | |
| ROYAL BANK OF CANADA | 195.747 | 0 | 195.747 | 11.342.000 | Neu | +100,0% | |
| IMZ Advisory Inc | 154.990 | 146.752 | 8.238 | 9.965.875 | Aufgestockt | +5,6% | |
| LPL Financial LLC | 166.005 | 0 | 166.005 | 9.618.330 | Neu | +100,0% | |
| MIDLAND WEALTH ADVISORS, LLC | 145.934 | 139.536 | 6.398 | 9.383.556 | Aufgestockt | +4,6% | |
| THRIVENT FINANCIAL FOR LUTHERANS | 145.400 | 0 | 145.400 | 8.424.000 | Neu | +100,0% | |
| LaSalle St. Investment Advisors, LLC | 142.554 | 0 | 142.554 | 8.259.578 | Neu | +100,0% | |
| Quaker Wealth Management, LLC | 125.119 | 123.927 | 1.192 | 8.045.152 | Aufgestockt | +1,0% | |
| Cooper Capital Advisors LLC | 119.096 | 0 | 119.096 | 7.657.870 | Neu | +100,0% | |
| MORGAN STANLEY | 125.632 | 0 | 125.632 | 7.279.118 | Neu | +100,0% | |
| Rockefeller Capital Management L.P. | 120.736 | 0 | 120.736 | 6.995.500 | Neu | +100,0% | |
| Spire Wealth Management | 100.727 | 103.899 | -3.172 | 6.479.156 | Reduziert | -3,1% | |
| UBS Group AG | 91.517 | 0 | 91.517 | 5.302.495 | Neu | +100,0% | |
| Estate Planners Group, LLC | 83.705 | 0 | 83.705 | 4.849.860 | Neu | +100,0% | |
| Ausdal Financial Partners, Inc. | 81.318 | 0 | 81.318 | 4.711.592 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 67.116 | 95.585 | -28.469 | 4.315.584 | Reduziert | -29,8% | |
| Advyzon Investment Management, LLC | 74.291 | 0 | 74.291 | 4.304.459 | Neu | +100,0% | |
| ENVESTNET ASSET MANAGEMENT INC | 70.721 | 0 | 70.721 | 3.705.076 | Neu | +100,0% | |
| Mariner, LLC | 60.990 | 0 | 60.990 | 3.533.758 | Neu | +100,0% | |
| Twelve Points Wealth Management LLC | 57.233 | 0 | 57.233 | 3.316.097 | Neu | +100,0% | |
| Paragon Private Wealth Management, LLC | 49.459 | 51.912 | -2.453 | 3.180.229 | Reduziert | -4,7% | |
| Jackson Wealth Management, LLC | 53.980 | 0 | 53.980 | 3.128.000 | Neu | +100,0% | |
| HRT FINANCIAL LP | 53.102 | 0 | 53.102 | 3.076.000 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 52.723 | 0 | 52.723 | 3.054.771 | Neu | +100,0% | |
| VestGen Advisors, LLC | 43.760 | 0 | 43.760 | 3.024.657 | Neu | +100,0% | |
| Integrity Wealth Partners, LLC | 47.340 | 0 | 47.340 | 2.742.877 | Neu | +100,0% | |
| Kestra Advisory Services, LLC | 39.054 | 32.386 | 6.668 | 2.511.179 | Aufgestockt | +20,6% | |
| Strategic Blueprint, LLC | 38.501 | 22.771 | 15.730 | 2.475.613 | Aufgestockt | +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".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 3.274.460 | 3.783.946 | -13,5% | 210.547.778 | 38,04 | 72 % | 5 Q |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2.800.625 | 0 | +100,0% | 180.080.187 | 32,53 | 0 % | 1 Q |
| VISTA FINANCE, LLC | 452.160 | 346.177 | +30,6% | 29.073.887 | 5,25 | 0 % | 4 Q |
| Cambridge Investment Research Advisors, Inc. | 342.096 | 159.714 | +114,2% | 20.957.000 | 3,79 | – | 10 Q |
| IFP Advisors, Inc | 196.837 | 16.342 | +1104,5% | 12.656.619 | 2,29 | 100 % | 4 Q |
| IMZ Advisory Inc | 154.990 | 146.752 | +5,6% | 9.965.875 | 1,80 | 100 % | 6 Q |
| MIDLAND WEALTH ADVISORS, LLC | 145.934 | 139.536 | +4,6% | 9.383.556 | 1,70 | 0 % | 7 Q |
| Quaker Wealth Management, LLC | 125.119 | 123.927 | +1,0% | 8.045.152 | 1,45 | 0 % | 2 Q |
| Cooper Capital Advisors LLC | 119.096 | 0 | +100,0% | 7.657.870 | 1,38 | 0 % | 1 Q |
| Spire Wealth Management | 100.727 | 103.899 | -3,1% | 6.479.156 | 1,17 | – | 4 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 67.116 | 95.585 | -29,8% | 4.315.584 | 0,78 | – | 10 Q |
| Paragon Private Wealth Management, LLC | 49.459 | 51.912 | -4,7% | 3.180.229 | 0,57 | 63 % | 6 Q |
| Kestra Advisory Services, LLC | 39.054 | 32.386 | +20,6% | 2.511.179 | 0,45 | – | 8 Q |
| Strategic Blueprint, LLC | 38.501 | 22.771 | +69,1% | 2.475.613 | 0,45 | 100 % | 3 Q |
| Legacies Wealth LLC | 32.208 | 0 | +100,0% | 2.070.974 | 0,37 | 100 % | 1 Q |
| RFG Advisory, LLC | 31.881 | 95.991 | -66,8% | 2.049.949 | 0,37 | 0 % | 6 Q |
| Key Client Fiduciary Advisors, LLC | 30.585 | 32.132 | -4,8% | 1.966.617 | 0,36 | 100 % | 8 Q |
| Belpointe Asset Management LLC | 29.337 | 29.127 | +0,7% | 1.886.369 | 0,34 | 64 % | 11 Q |
| Rye Brook Capital LLC | 27.750 | 0 | +100,0% | 1.784.000 | 0,32 | 100 % | 1 Q |
| Concurrent Investment Advisors, LLC | 23.228 | 22.446 | +3,5% | 1.493.591 | 0,27 | 100 % | 6 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 108 | 8,6 | 553 |
| 31.03.2026 | ✓ | 244 | 28,1 | 1.602 |
| 31.12.2025 | ✓ | 239 | 23,8 | 1.566 |
| 30.09.2025 | ✓ | 219 | 18,6 | 1.203 |
| 30.06.2025 | ✓ | 182 | 8,7 | 485 |
| 31.03.2025 | ✓ | 156 | 7,2 | 330 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Presper Financial Architects, LLC | 340.227 | 19.712.752 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 685.377 | 18.724.057 |
| LaSalle St. Investment Advisors, LLC | 142.554 | 8.259.578 |
| Quaker Wealth Management, LLC | 123.927 | 7.180.331 |
| Integrity Wealth Partners, LLC | 47.340 | 2.742.877 |
| FIFTH LANE CAPITAL, LP | 40.000 | 2.317.600 |
| MARSHALL WACE, LLP | 39.367 | 2.280.924 |
| Quadrature Capital Ltd | 27.825 | 1.612.181 |
| BALYASNY ASSET MANAGEMENT L.P. | 20.506 | 1.188.118 |
| B. Riley Wealth Advisors, Inc. | 17.719 | 981.459 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Clal Insurance Enterprises Holdings Ltd | 9.350.000 | 4.700.000 | +101.1 % | 541.739.000 |
| TWO SIGMA INVESTMENTS, LP | 1.210.300 | 409.200 | +51.1 % | 70.124.782 |
| CAPTRUST FINANCIAL ADVISORS | 218.748 | 209.333 | +2223.4 % | 12.674.251 |
| OPPENHEIMER & CO INC | 234.368 | 142.058 | +153.9 % | 13.579.282 |
| Horizon Investments, LLC | 2.261.818 | 131.578 | +6.2 % | 131.049.735 |
| ROYAL BANK OF CANADA | 195.747 | 79.711 | +68.7 % | 11.342.000 |
| J.Safra Asset Management Corp | 1.571.477 | 61.257 | +4.1 % | 91.051.392 |
| UBS Group AG | 91.517 | 56.285 | +159.8 % | 5.302.495 |
| OSAIC HOLDINGS, INC. | 228.062 | 40.702 | +21.7 % | 12.986.278 |
| MORGAN STANLEY | 125.632 | 39.630 | +46.1 % | 7.279.118 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | 683.341 | -524.520 | -43.4 % | 38.656.671 |
| EXCHANGE TRADED CONCEPTS, LLC | 3.783.946 | -483.772 | -11.3 % | 219.241.832 |
| VISTA FINANCE, LLC | 346.177 | -155.833 | -31.0 % | 20.057.495 |
| COMMONWEALTH EQUITY SERVICES, LLC | 95.585 | -141.756 | -59.7 % | 5.538.210 |
| Marks Wealth, LLC | 531.545 | -129.787 | -19.6 % | 30.797.717 |
| Mariner, LLC | 60.990 | -125.303 | -67.3 % | 3.533.758 |
| Tower Research Capital LLC (TRC) | 204 | -109.995 | -99.8 % | 11.820 |
| Kingsview Wealth Management, LLC | 11.550 | -92.094 | -88.9 % | 669.215 |
| Cerity Partners LLC | 302.226 | -89.726 | -22.9 % | 17.511.002 |
| Brookstone Capital Management | 17.281 | -86.321 | -83.3 % | 1.001.248 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 14.11.2024 | MONEY CONCEPTS CAPITAL CORP | Passiv (13G) | 5,80 % | 962.818 | Neu |