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Advisors Management Group Inc /Adv

ADVISORS MANAGEMENT GROUP INC /ADV
Branche unbekannt
Ticker–Börse–
ISIN–CIK0000842766
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameADVISORS MANAGEMENT GROUP INC /ADV
Ticker–
CIK0000842766

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)MN
Geschäftsadresse505 KING ST STE 208, 54601 LA CROSSE, WI
Telefon6087820200
EIN (IRS)41-1619602

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 3597 von typischerweise 8414 Fonds (43 %) 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
MORGAN STANLEY60.475.825060.475.8257.795.952.264Neu+100,0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO27.429.756027.429.7565.210.238.288Neu+100,0%
BANK OF AMERICA CORP /DE/33.575.397033.575.3975.178.420.820Neu+100,0%
BARCLAYS PLC19.182.769019.182.7693.681.541.571Neu+100,0%
UBS Group AG17.088.421017.088.4212.440.083.862Neu+100,0%
Invesco Ltd.10.924.826010.924.8262.096.692.606Neu+100,0%
GOLDMAN SACHS GROUP INC9.607.74009.607.7401.783.640.121Neu+100,0%
LPL Financial LLC21.375.039021.375.0391.638.000.113Neu+100,0%
WELLS FARGO & COMPANY/MN12.637.956012.637.9561.472.129.987Neu+100,0%
STATE OF WISCONSIN INVESTMENT BOARD6.596.50006.596.5001.266.000.280Neu+100,0%
RAYMOND JAMES FINANCIAL INC7.906.76207.906.762895.375.756Neu+100,0%
Cresset Asset Management, LLC4.632.00704.632.007868.551.855Neu+100,0%
AMERIPRISE FINANCIAL INC6.892.38706.892.387805.646.538Neu+100,0%
ROYAL BANK OF CANADA5.771.81905.771.819700.345.000Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC5.165.04005.165.040683.557.377Neu+100,0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP3.511.95303.511.953653.025.400Neu+100,0%
TEXAS PERMANENT SCHOOL FUND CORP2.953.6965.469.896-2.516.200628.457.898Reduziert-46,0%
BNP PARIBAS FINANCIAL MARKETS2.193.09602.193.096624.199.840Neu+100,0%
TRUIST FINANCIAL CORP3.056.6373.517.086-460.449588.374.900Reduziert-13,1%
Japan Science & Technology Agency2.541.9322.844.812-302.880540.846.872Reduziert-10,6%
Cerity Partners LLC2.878.88102.878.881476.387.377Neu+100,0%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS2.190.1141.817.211372.903465.990.556Aufgestockt+20,5%
JPMORGAN CHASE & CO3.035.41803.035.418446.578.697Neu+100,0%
Phoenix Financial Ltd.2.070.54202.070.542397.378.421Neu+100,0%
Cambridge Investment Research Advisors, Inc.3.757.4901.906.6941.850.796367.995.000Aufgestockt+97,1%
Migdal Insurance & Financial Holdings Ltd.1.900.00001.900.000364.648.000Neu+100,0%
KEYBANK NATIONAL ASSOCIATION/OH1.624.9231.791.371-166.448345.734.965Reduziert-9,3%
JANE STREET GROUP, LLC2.152.36502.152.365337.773.995Neu+100,0%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1.750.00001.750.000335.860.000Neu+100,0%
Rockefeller Capital Management L.P.2.381.05402.381.054332.925.103Neu+100,0%
Focus Partners Wealth1.997.31301.997.313332.871.748Neu+100,0%
BLAIR WILLIAM & CO/IL1.769.02801.769.028325.503.420Neu+100,0%
Clal Insurance Enterprises Holdings Ltd1.660.00001.660.000318.587.000Neu+100,0%
HighTower Advisors, LLC14.088.262014.088.262317.557.437Neu+100,0%
OSAIC HOLDINGS, INC.3.684.87803.684.878309.533.631Neu+100,0%
CITIGROUP INC1.611.98501.611.985309.370.251Neu+100,0%
Global X Japan Co., Ltd.16.778.08315.775.1711.002.912309.220.070Aufgestockt+6,4%
Cetera Investment Advisers3.723.81903.723.819301.912.673Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC2.145.7262.042.336103.390298.957.719Aufgestockt+5,1%
CITADEL ADVISORS LLC1.803.36101.803.361284.478.472Neu+100,0%
LBMC INVESTMENT ADVISORS, LLC1.323.36001.323.360253.979.319Neu+100,0%
STIFEL FINANCIAL CORP1.974.07701.974.077231.462.996Neu+100,0%
Freedom Together Foundation1.100.00001.100.000211.112.000Neu+100,0%
Trust Co of Tennessee987.916991.459-3.543210.198.415Reduziert-0,4%
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC1.007.78101.007.781193.413.329Neu+100,0%
BROWN ADVISORY INC948.8590948.859182.104.997Neu+100,0%
Janney Montgomery Scott LLC1.511.88401.511.884172.956.000Neu+100,0%
WESTWOOD HOLDINGS GROUP INC841.8660841.866161.570.923Neu+100,0%
MAI Capital Management959.1490959.149161.375.819Neu+100,0%
Duquesne Family Office LLC821.0000821.000157.566.000Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) 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
TEXAS PERMANENT SCHOOL FUND CORP2.953.6965.469.896-46,0%628.457.8985,20100 %8 Q
TRUIST FINANCIAL CORP3.056.6373.517.086-13,1%588.374.9004,8762 %17 Q
Japan Science & Technology Agency2.541.9322.844.812-10,6%540.846.8724,48100 %6 Q
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS2.190.1141.817.211+20,5%465.990.5563,86100 %13 Q
Cambridge Investment Research Advisors, Inc.3.757.4901.906.694+97,1%367.995.0003,05–17 Q
KEYBANK NATIONAL ASSOCIATION/OH1.624.9231.791.371-9,3%345.734.9652,8698 %17 Q
Global X Japan Co., Ltd.16.778.08315.775.171+6,4%309.220.0702,56100 %10 Q
COMMONWEALTH EQUITY SERVICES, LLC2.145.7262.042.336+5,1%298.957.7192,48–17 Q
Trust Co of Tennessee987.916991.459-0,4%210.198.4151,74100 %6 Q
EASTERN BANK731.262480.506+52,2%155.590.6161,29100 %7 Q
FIRST INTERSTATE BANK730.736761.230-4,0%155.478.6991,29100 %14 Q
Kestra Advisory Services, LLC1.172.8791.171.969+0,1%142.990.5051,18–17 Q
Valeo Financial Advisors, LLC583.864591.654-1,3%124.228.8501,03100 %17 Q
Moment Partners, LLC544.293521.313+4,4%115.809.1360,96100 %7 Q
FAS Wealth Partners, Inc.529.450480.222+10,3%112.273.3250,930 %17 Q
MEITAV INVESTMENT HOUSE LTD525.520153.807+241,7%111.814.8900,93–17 Q
Private Advisor Group, LLC790.437939.310-15,8%99.690.5440,830 %17 Q
CoreCap Advisors, LLC471.063317.963+48,2%99.115.7970,820 %16 Q
FACTORY MUTUAL INSURANCE CO448.0710+100,0%95.336.0670,79100 %1 Q
CENTRAL TRUST Co445.719453.756-1,8%94.835.5540,7999 %17 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.1.26998,212.075
31.03.2026✓2.415465,062.928
31.12.2025✓2.324436,259.951
30.09.2025✓2.172432,456.359
30.06.2025✓2.118450,855.780
31.03.2025✓2.111436,752.667

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Global X Japan Co., Ltd.15.775.171270.544.183
CIBC Bancorp USA Inc.890.480156.950.014
Rokos Capital Management LLP701.812134.688.250
Junto Capital Management LP509.55997.794.563
EMORY UNIVERSITY492.74094.566.661
GR FINANCIAL GROUP, LLC473.16090.808.782
Parkwood LLC342.68065.767.000
University of Illinois Foundation257.21749.365.087
Madrid Financial Services599.99134.916.321
CLEAR WAVE WEALTH MANAGEMENT LLC128.50724.662.983

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
UBS Group AG17.086.9213.771.521+28.3 %2.439.795.982
BANK OF AMERICA CORP /DE/33.575.3973.352.371+11.1 %5.178.420.820
MORGAN STANLEY60.475.8252.594.740+4.5 %7.795.952.264
LPL Financial LLC21.375.0392.197.006+11.5 %1.638.000.113
Migdal Insurance & Financial Holdings Ltd.1.900.0001.880.245+9517.8 %364.648.000
ENVESTNET ASSET MANAGEMENT INC5.165.0401.679.666+48.2 %683.557.377
BLAIR WILLIAM & CO/IL1.769.0281.137.056+179.9 %325.503.420
IMC-Chicago, LLC1.295.9781.068.210+469.0 %22.226.023
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO27.429.756948.059+3.6 %5.210.238.288
Foguth Wealth Management, LLC.2.088.037839.323+67.2 %38.680.635

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
GOLDMAN SACHS GROUP INC8.467.840-3.559.156-29.6 %1.564.870.513
STATE OF WISCONSIN INVESTMENT BOARD6.596.500-1.889.019-22.3 %1.266.000.280
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS1.817.211-1.762.439-49.2 %348.759.135
BW Gestao de Investimentos Ltda.49.778-1.449.322-96.7 %9.553.394
MOORE CAPITAL MANAGEMENT, LP17.516-1.204.830-98.6 %3.361.671
BARCLAYS PLC350.969-1.175.876-77.0 %67.342.515
Japan Science & Technology Agency2.844.812-947.300-25.0 %545.976.319
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND1.750.000-710.000-28.9 %335.860.000
Ally Financial Inc.131.000-637.000-82.9 %25.141.520
CITIGROUP INC1.311.985-560.351-29.9 %251.794.251

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