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Advisors Management Group Inc /Adv

ADVISORS MANAGEMENT GROUP INC /ADV
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Ticker–Börse–
ISIN–CIK0000842766
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Unternehmen & Branche

NameADVISORS MANAGEMENT GROUP INC /ADV
Ticker
CIK0000842766

Wertpapier & Kennzahlen

CUSIP–
ISIN–
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Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
MORGAN STANLEY60.475.82557.881.0852.594.7407.795.952.264Aufgestockt+4,5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO27.429.75626.481.697948.0595.210.238.288Aufgestockt+3,6%
BANK OF AMERICA CORP /DE/33.575.39730.223.0263.352.3715.178.420.820Aufgestockt+11,1%
BARCLAYS PLC19.182.7692.778.44516.404.3243.681.541.571Aufgestockt+590,4%
UBS Group AG17.088.42113.879.4003.209.0212.440.083.862Aufgestockt+23,1%
Invesco Ltd.10.924.82610.144.784780.0422.096.692.606Aufgestockt+7,7%
GOLDMAN SACHS GROUP INC9.607.74012.326.996-2.719.2561.783.640.121Reduziert-22,1%
LPL Financial LLC21.375.03919.178.0332.197.0061.638.000.113Aufgestockt+11,5%
WELLS FARGO & COMPANY/MN12.637.95613.069.733-431.7771.472.129.987Reduziert-3,3%
STATE OF WISCONSIN INVESTMENT BOARD6.596.5008.485.519-1.889.0191.266.000.280Reduziert-22,3%
TEXAS PERMANENT SCHOOL FUND CORP5.469.8965.469.89601.049.782.440Unverändert0,0%
RAYMOND JAMES FINANCIAL INC7.906.7627.600.344306.418895.375.756Aufgestockt+4,0%
Cresset Asset Management, LLC4.632.0074.407.332224.675868.551.855Aufgestockt+5,1%
AMERIPRISE FINANCIAL INC6.892.3876.627.701264.686805.646.538Aufgestockt+4,0%
ROYAL BANK OF CANADA5.771.8195.941.008-169.189700.345.000Reduziert-2,8%
ENVESTNET ASSET MANAGEMENT INC5.165.0403.485.3741.679.666683.557.377Aufgestockt+48,2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.511.9534.810.016-1.298.063653.025.400Reduziert-27,0%
BNP PARIBAS FINANCIAL MARKETS2.193.0962.261.314-68.218624.199.840Reduziert-3,0%
TRUIST FINANCIAL CORP3.517.0863.026.608490.478623.112.889Aufgestockt+16,2%
Japan Science & Technology Agency2.844.8123.792.112-947.300545.976.319Reduziert-25,0%
Cerity Partners LLC2.878.8812.364.513514.368476.387.377Aufgestockt+21,8%
Phoenix Financial Ltd.2.070.5421.625.542445.000397.378.421Aufgestockt+27,4%
JPMORGAN CHASE & CO2.321.36602.321.366379.539.922Neu+100,0%
Migdal Insurance & Financial Holdings Ltd.1.900.00019.7551.880.245364.648.000Aufgestockt+9517,8%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS1.817.2113.579.650-1.762.439348.759.135Reduziert-49,2%
KEYBANK NATIONAL ASSOCIATION/OH1.791.3712.320.620-529.249343.799.936Reduziert-22,8%
JANE STREET GROUP, LLC2.152.3653.881.948-1.729.583337.773.995Reduziert-44,6%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1.750.0002.460.000-710.000335.860.000Reduziert-28,9%
Rockefeller Capital Management L.P.2.381.0542.349.70931.345332.925.103Aufgestockt+1,3%
Focus Partners Wealth1.997.3132.257.243-259.930332.871.748Reduziert-11,5%
Varma Mutual Pension Insurance Co1.708.00001.708.000327.184.480Neu+100,0%
BLAIR WILLIAM & CO/IL1.769.028631.9721.137.056325.503.420Aufgestockt+179,9%
HighTower Advisors, LLC14.088.26211.870.6392.217.623317.557.437Aufgestockt+18,7%
OSAIC HOLDINGS, INC.3.684.8783.878.336-193.458309.533.631Reduziert-5,0%
CITIGROUP INC1.611.9852.222.336-610.351309.370.251Reduziert-27,5%
Cetera Investment Advisers3.723.8193.562.708161.111301.912.673Aufgestockt+4,5%
CITADEL ADVISORS LLC1.803.3614.478.842-2.675.481284.478.472Reduziert-59,7%
Global X Japan Co., Ltd.15.775.171015.775.171270.544.183Neu+100,0%
North Peak Capital Management, LLC1.374.13101.374.131263.228.534Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC2.042.3361.889.907152.429257.986.600Aufgestockt+8,1%
LBMC INVESTMENT ADVISORS, LLC1.323.3601.332.133-8.773253.979.319Reduziert-0,7%
STIFEL FINANCIAL CORP1.974.0772.046.936-72.859231.462.996Reduziert-3,6%
VOYA INVESTMENT MANAGEMENT LLC1.141.27501.141.275218.622.639Neu+100,0%
Freedom Together Foundation1.100.0001.100.0000211.112.000Unverändert0,0%
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC1.007.781757.000250.781193.413.329Aufgestockt+33,1%
Trust Co of Tennessee991.459797.760193.699190.279.244Aufgestockt+24,3%
BROWN ADVISORY INC948.859858.86589.994182.104.997Aufgestockt+10,5%
WESTWOOD HOLDINGS GROUP INC841.86697.743744.123161.570.923Aufgestockt+761,3%
MAI Capital Management959.149825.933133.216161.375.819Aufgestockt+16,1%
CIBC Bancorp USA Inc.890.4800890.480156.950.014Neu+100,0%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
MORGAN STANLEY60.475.82557.881.085+4,5%7.795.952.26411,5817 Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO27.429.75626.481.697+3,6%5.210.238.2887,7417 Q
BANK OF AMERICA CORP /DE/33.575.39730.223.026+11,1%5.178.420.8207,6914 Q
BARCLAYS PLC19.182.7692.778.445+590,4%3.681.541.5715,4717 Q
UBS Group AG17.088.42113.879.400+23,1%2.440.083.8623,6317 Q
Invesco Ltd.10.924.82610.144.784+7,7%2.096.692.6063,1217 Q
GOLDMAN SACHS GROUP INC9.607.74012.326.996-22,1%1.783.640.1212,6517 Q
LPL Financial LLC21.375.03919.178.033+11,5%1.638.000.1132,4317 Q
WELLS FARGO & COMPANY/MN12.637.95613.069.733-3,3%1.472.129.9872,1917 Q
STATE OF WISCONSIN INVESTMENT BOARD6.596.5008.485.519-22,3%1.266.000.2801,886 Q
TEXAS PERMANENT SCHOOL FUND CORP5.469.8965.469.8960,0%1.049.782.4401,567 Q
RAYMOND JAMES FINANCIAL INC7.906.7627.600.344+4,0%895.375.7561,336 Q
Cresset Asset Management, LLC4.632.0074.407.332+5,1%868.551.8551,2917 Q
AMERIPRISE FINANCIAL INC6.892.3876.627.701+4,0%805.646.5381,2017 Q
ROYAL BANK OF CANADA5.771.8195.941.008-2,8%700.345.0001,0417 Q
ENVESTNET ASSET MANAGEMENT INC5.165.0403.485.374+48,2%683.557.3771,0217 Q
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.511.9534.810.016-27,0%653.025.4000,9717 Q
BNP PARIBAS FINANCIAL MARKETS2.193.0962.261.314-3,0%624.199.8400,9317 Q
TRUIST FINANCIAL CORP3.517.0863.026.608+16,2%623.112.8890,9317 Q
Japan Science & Technology Agency2.844.8123.792.112-25,0%545.976.3190,815 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓2.380466,461.746
31.12.2025✓2.295515,469.040
30.09.2025✓2.170526,967.670
30.06.2025✓2.114471,557.481
31.03.2025✓2.108481,158.122
31.12.2024✓2.044496,9165.072

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Varma Mutual Pension Insurance Co1.708.000327.184.480
BW Gestao de Investimentos Ltda.1.499.100287.167.596
VOYA INVESTMENT MANAGEMENT LLC1.141.275218.622.639
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC757.000145.010.920
MKP Capital Management, L.L.C.522.00099.994.320
GLENMEDE TRUST CO NA490.04693.873.210
WELLINGTON MANAGEMENT GROUP LLP396.36475.927.488
SummitTX Capital, L.P.299.44257.361.110
Pinnacle Financial Partners, Inc.476.59341.707.433
SAGE FINANCIAL GROUP INC173.18733.175.765

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
GOLDMAN SACHS GROUP INC12.026.9964.022.320+50.2 %2.247.152.593
MORGAN STANLEY57.881.0852.911.743+5.3 %7.068.964.507
UBS Group AG13.315.4002.428.570+22.3 %2.004.196.330
MOORE CAPITAL MANAGEMENT, LP1.222.3461.186.558+3315.5 %234.152.600
STATE OF WISCONSIN INVESTMENT BOARD8.485.5191.060.181+14.3 %1.625.486.020
BARCLAYS PLC1.526.845975.532+176.9 %292.117.117
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO26.481.697968.587+3.8 %5.033.892.120
Focus Partners Wealth2.257.243704.785+45.4 %378.673.609
CITIGROUP INC1.872.336702.884+60.1 %358.659.910
AlphaCore Capital LLC657.098511.554+351.5 %116.473.155

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
TEXAS PERMANENT SCHOOL FUND CORP5.469.896-3.720.595-40.5 %1.047.813.278
KEYBANK NATIONAL ASSOCIATION/OH2.320.620-1.295.945-35.8 %444.538.003
JPMORGAN CHASE & CO2.321.366-1.207.388-34.2 %379.539.922
OSAIC HOLDINGS, INC.3.878.336-906.251-18.9 %307.737.178
MEITAV INVESTMENT HOUSE LTD49.543-773.392-94.0 %9.489.930
SOROS FUND MANAGEMENT LLC104.067-725.548-87.5 %19.935.075
AMERIPRISE FINANCIAL INC6.627.701-400.249-5.7 %753.615.085
NorthCoast Asset Management LLC9.600-383.235-97.6 %1.839.117
Mirae Asset Global Investments Co., Ltd.509.476-337.720-39.9 %12.921.332
ROYAL BANK OF CANADA5.937.408-331.046-5.3 %683.316.000

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