Stammdaten
Unternehmen & Branche
| Name | L.M. KOHN & COMPANY |
|---|---|
| Ticker | – |
| CIK | 0000870260 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | OH |
|---|---|
| Geschäftsadresse | 10151 CARVER RD. SUITE 100, 45242 CINCINNATI, OH |
| Telefon | (513)792-0301 X1 |
| EIN (IRS) | 31-1311805 |
Listing & Historie
| Fiskaljahr-Ende | 30.09. |
|---|---|
| Frühere Namen | L M KOHN & CO /BD (bis 2003) |
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 |
|---|---|---|---|---|---|---|---|
| EAGLE GLOBAL ADVISORS LLC | 335.503 | 332.483 | 3.020 | 37.609.871 | Aufgestockt | +0,9% | |
| Cambridge Investment Research Advisors, Inc. | 343.984 | 165.205 | 178.779 | 34.074.000 | Aufgestockt | +108,2% | |
| MORGAN STANLEY | 534.330 | 0 | 534.330 | 31.739.634 | Neu | +100,0% | |
| LPL Financial LLC | 385.443 | 0 | 385.443 | 19.961.706 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 904.015 | 0 | 904.015 | 16.597.000 | Neu | +100,0% | |
| MEITAV INVESTMENT HOUSE LTD | 137.840 | 95.370 | 42.470 | 15.451.864 | Aufgestockt | +44,5% | |
| EXCHANGE TRADED CONCEPTS, LLC | 136.248 | 0 | 136.248 | 15.273.401 | Neu | +100,0% | |
| CITIGROUP INC | 248.890 | 0 | 248.890 | 14.858.733 | Neu | +100,0% | |
| CONDOR CAPITAL MANAGEMENT | 190.508 | 0 | 190.508 | 11.373.384 | Neu | +100,0% | |
| NorthRock Partners, LLC | 159.046 | 0 | 159.046 | 9.495.061 | Neu | +100,0% | |
| NATIONAL BANK OF CANADA /FI/ | 150.004 | 0 | 150.004 | 8.955.239 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 158.176 | 0 | 158.176 | 8.788.266 | Neu | +100,0% | |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 67.900 | 67.900 | 0 | 7.611.590 | Unverändert | 0,0% | |
| VestGen Advisors, LLC | 80.446 | 0 | 80.446 | 7.420.322 | Neu | +100,0% | |
| Mirae Asset Global Investments Co., Ltd. | 50.000 | 60.510 | -10.510 | 5.605.000 | Reduziert | -17,4% | |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 43.547 | 0 | 43.547 | 4.881.681 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 81.278 | 0 | 81.278 | 4.569.449 | Neu | +100,0% | |
| TD Waterhouse Canada Inc. | 32.794 | 446 | 32.348 | 3.446.664 | Aufgestockt | +7252,9% | |
| TWO SIGMA INVESTMENTS, LP | 56.400 | 0 | 56.400 | 3.367.080 | Neu | +100,0% | |
| Sumitomo Mitsui Trust Group, Inc. | 29.600 | 29.000 | 600 | 3.318.160 | Aufgestockt | +2,1% | |
| Meridian Wealth Management, LLC | 53.881 | 0 | 53.881 | 3.216.700 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 65.388 | 0 | 65.388 | 2.987.816 | Neu | +100,0% | |
| Corient Private Wealth LLC | 47.796 | 0 | 47.796 | 2.853.421 | Neu | +100,0% | |
| OSAIC HOLDINGS, INC. | 79.558 | 0 | 79.558 | 2.751.334 | Neu | +100,0% | |
| Hardy Reed LLC | 45.000 | 0 | 45.000 | 2.686.500 | Neu | +100,0% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.575 | 22.782 | 793 | 2.642.780 | Aufgestockt | +3,5% | |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 42.327 | 0 | 42.327 | 2.526.917 | Neu | +100,0% | |
| Capital Investment Advisors, LLC | 42.058 | 0 | 42.058 | 2.510.887 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 39.570 | 0 | 39.570 | 2.362.329 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 20.927 | 13.840 | 7.087 | 2.345.878 | Aufgestockt | +51,2% | |
| CITADEL ADVISORS LLC | 38.337 | 0 | 38.337 | 2.288.719 | Neu | +100,0% | |
| D. E. Shaw & Co., Inc. | 35.296 | 0 | 35.296 | 2.107.171 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 34.530 | 0 | 34.530 | 2.061.483 | Neu | +100,0% | |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 110.409 | 108.933 | 1.476 | 1.819.387 | Aufgestockt | +1,4% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 104.489 | 103.371 | 1.118 | 1.735.144 | Aufgestockt | +1,1% | |
| Kovack Advisors, Inc. | 15.956 | 20.261 | -4.305 | 1.677.135 | Reduziert | -21,2% | |
| RETIREMENT GUYS FORMULA LLC | 14.792 | 0 | 14.792 | 1.658.186 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51.460 | 0 | 51.460 | 1.601.464 | Neu | +100,0% | |
| HighPoint Advisor Group LLC | 20.218 | 0 | 20.218 | 1.207.041 | Neu | +100,0% | |
| UBS Group AG | 69.713 | 0 | 69.713 | 1.162.789 | Neu | +100,0% | |
| Prospera Financial Services Inc | 9.926 | 10.066 | -140 | 1.113.062 | Reduziert | -1,4% | |
| Bright Futures Wealth Management, LLC. | 9.090 | 13.080 | -3.990 | 1.018.943 | Reduziert | -30,5% | |
| Almanack Investment Partners, LLC. | 16.753 | 0 | 16.753 | 1.000.154 | Neu | +100,0% | |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 8.583 | 8.730 | -147 | 962.155 | Reduziert | -1,7% | |
| Cetera Investment Advisers | 24.594 | 0 | 24.594 | 922.731 | Neu | +100,0% | |
| FFG Partners, LLC | 7.760 | 0 | 7.760 | 869.956 | Neu | +100,0% | |
| CWM, LLC | 14.325 | 0 | 14.325 | 855.203 | Neu | +100,0% | |
| OPPENHEIMER & CO INC | 13.587 | 0 | 13.587 | 811.144 | Neu | +100,0% | |
| PFG Investments, LLC | 7.114 | 8.395 | -1.281 | 797.533 | Reduziert | -15,3% | |
| Equitable Holdings, Inc. | 14.146 | 0 | 14.146 | 788.922 | Neu | +100,0% |
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 |
|---|---|---|---|---|---|---|---|
| EAGLE GLOBAL ADVISORS LLC | 335.503 | 332.483 | +0,9% | 37.609.871 | 24,82 | 79 % | 15 Q |
| Cambridge Investment Research Advisors, Inc. | 343.984 | 165.205 | +108,2% | 34.074.000 | 22,49 | – | 17 Q |
| MEITAV INVESTMENT HOUSE LTD | 137.840 | 95.370 | +44,5% | 15.451.864 | 10,20 | – | 11 Q |
| EXCHANGE TRADED CONCEPTS, LLC | 136.248 | 0 | +100,0% | 15.273.401 | 10,08 | 100 % | 1 Q |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 67.900 | 67.900 | 0,0% | 7.611.590 | 5,02 | 100 % | 2 Q |
| Mirae Asset Global Investments Co., Ltd. | 50.000 | 60.510 | -17,4% | 5.605.000 | 3,70 | 100 % | 13 Q |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 43.547 | 0 | +100,0% | 4.881.681 | 3,22 | 0 % | 1 Q |
| TD Waterhouse Canada Inc. | 32.794 | 446 | +7252,9% | 3.446.664 | 2,27 | 100 % | 17 Q |
| Sumitomo Mitsui Trust Group, Inc. | 29.600 | 29.000 | +2,1% | 3.318.160 | 2,19 | 100 % | 9 Q |
| COMMONWEALTH EQUITY SERVICES, LLC | 23.575 | 22.782 | +3,5% | 2.642.780 | 1,74 | – | 17 Q |
| Farther Finance Advisors, LLC | 20.927 | 13.840 | +51,2% | 2.345.878 | 1,55 | 0 % | 10 Q |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 110.409 | 108.933 | +1,4% | 1.819.387 | 1,20 | 0 % | 17 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 104.489 | 103.371 | +1,1% | 1.735.144 | 1,15 | 73 % | 7 Q |
| Kovack Advisors, Inc. | 15.956 | 20.261 | -21,2% | 1.677.135 | 1,11 | 0 % | 11 Q |
| RETIREMENT GUYS FORMULA LLC | 14.792 | 0 | +100,0% | 1.658.186 | 1,09 | 0 % | 4 Q |
| Prospera Financial Services Inc | 9.926 | 10.066 | -1,4% | 1.113.062 | 0,73 | 0 % | 5 Q |
| Bright Futures Wealth Management, LLC. | 9.090 | 13.080 | -30,5% | 1.018.943 | 0,67 | 0 % | 9 Q |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 8.583 | 8.730 | -1,7% | 962.155 | 0,63 | 100 % | 5 Q |
| FFG Partners, LLC | 7.760 | 0 | +100,0% | 869.956 | 0,57 | 0 % | 1 Q |
| PFG Investments, LLC | 7.114 | 8.395 | -15,3% | 797.533 | 0,53 | 0 % | 9 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 59 | 1,6 | 152 |
| 31.03.2026 | ✓ | 128 | 5,1 | 242 |
| 31.12.2025 | ✓ | 126 | 4,7 | 213 |
| 30.09.2025 | ✓ | 115 | 4,2 | 162 |
| 30.06.2025 | ✓ | 110 | 4,7 | 154 |
| 31.03.2025 | ✓ | 102 | 3,7 | 100 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| ABSOLUTE CAPITAL MANAGEMENT, LLC | 67.900 | 4.053.630 |
| D. E. Shaw & Co., Inc. | 35.296 | 2.107.171 |
| MILLINGTON SECURITIES, LLC | 9.905 | 591.346 |
| Quadrature Capital Ltd | 9.461 | 564.822 |
| Independent Advisor Alliance | 9.394 | 560.815 |
| Global X Japan Co., Ltd. | 7.387 | 441.004 |
| DV Trading LLC | 4.046 | 241.546 |
| Wealthcare Advisory Partners LLC | 3.600 | 214.920 |
| Advisory Services Network, LLC | 3.547 | 211.752 |
| Global Assets Advisory, LLC | 650 | 38.805 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| ROYAL BANK OF CANADA | 904.015 | 365.815 | +68.0 % | 16.597.000 |
| CITIGROUP INC | 248.890 | 185.080 | +290.0 % | 14.858.733 |
| NATIONAL BANK OF CANADA /FI/ | 150.004 | 150.000 | +3750000.0 % | 8.955.239 |
| MORGAN STANLEY | 534.330 | 86.227 | +19.2 % | 31.739.634 |
| RAYMOND JAMES FINANCIAL INC | 65.388 | 20.791 | +46.6 % | 2.987.816 |
| Meridian Wealth Management, LLC | 53.881 | 20.729 | +62.5 % | 3.216.700 |
| JANE STREET GROUP, LLC | 26.970 | 19.566 | +264.3 % | 1.610.109 |
| Cambridge Investment Research Advisors, Inc. | 165.205 | 8.914 | +5.7 % | 8.770.000 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8.767 | 7.677 | +704.3 % | 523.415 |
| Sumitomo Mitsui Trust Group, Inc. | 29.000 | 4.700 | +19.3 % | 1.731.300 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 56.400 | -220.900 | -79.7 % | 3.367.080 |
| WBI INVESTMENTS, LLC | 9.905 | -40.942 | -80.5 % | 591.346 |
| AMERIPRISE FINANCIAL INC | 34.530 | -29.116 | -45.7 % | 2.061.483 |
| CITADEL ADVISORS LLC | 3.937 | -24.588 | -86.2 % | 235.039 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51.460 | -23.833 | -31.7 % | 1.601.464 |
| BANK OF AMERICA CORP /DE/ | 158.176 | -21.851 | -12.1 % | 8.788.266 |
| Jump Financial, LLC | 12.827 | -16.801 | -56.7 % | 765.772 |
| OSAIC HOLDINGS, INC. | 79.558 | -15.948 | -16.7 % | 2.751.334 |
| OPPENHEIMER & CO INC | 13.587 | -11.508 | -45.9 % | 811.144 |
| UBS Group AG | 69.713 | -11.392 | -14.0 % | 1.162.789 |