Stammdaten
Unternehmen & Branche
| Name | MOODY LYNN LIEBERSON & WALKER, LLC |
|---|---|
| Ticker | |
| CIK | 0000938592 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| State of Wisconsin - Board of Commissioners of Public Lands | 9.805.962 | 9.805.962 | 0 | 46.676.380 | Unverändert | 0,0% | |
| MOODY LYNN LIEBERSON & WALKER, LLC | 233.248 | 243.555 | -10.307 | 4.843.855 | Reduziert | -4,2% | |
| CARRET ASSET MANAGEMENT, LLC | 15.242 | 15.242 | 0 | 466.384 | Unverändert | 0,0% | |
| Oakworth Capital, Inc. | 5.488 | 5.488 | 0 | 208.931 | Unverändert | 0,0% | |
| Coastwise Capital Group, LLC | 2.764 | 2.764 | 0 | 200.440 | Unverändert | 0,0% | |
| Westside Investment Management, Inc. | 2.143 | 2.143 | 0 | 157.147 | Unverändert | 0,0% | |
| Kohmann Bosshard Financial Services, LLC | 279 | 0 | 279 | 47.961 | Neu | +100,0% | |
| Financial Gravity Asset Management, Inc. | 1.381 | 0 | 1.381 | 17.756 | Neu | +100,0% | |
| Benson Wealth Management INC | 127 | 0 | 127 | 9.335 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 9.490 | 9.439 | 51 | 330 | Aufgestockt | +0,5% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| State of Wisconsin - Board of Commissioners of Public Lands | 9.805.962 | 9.805.962 | 0,0% | 46.676.380 | 88,79 | 100 % | 13 Q |
| MOODY LYNN LIEBERSON & WALKER, LLC | 233.248 | 243.555 | -4,2% | 4.843.855 | 9,21 | 100 % | 17 Q |
| CARRET ASSET MANAGEMENT, LLC | 15.242 | 15.242 | 0,0% | 466.384 | 0,89 | 0 % | 17 Q |
| Oakworth Capital, Inc. | 5.488 | 5.488 | 0,0% | 208.931 | 0,40 | 100 % | 3 Q |
| Coastwise Capital Group, LLC | 2.764 | 2.764 | 0,0% | 200.440 | 0,38 | 0 % | 2 Q |
| Westside Investment Management, Inc. | 2.143 | 2.143 | 0,0% | 157.147 | 0,30 | 0 % | 4 Q |
| Financial Gravity Asset Management, Inc. | 1.381 | 0 | +100,0% | 17.756 | 0,03 | 100 % | 7 Q |
| Coston, McIsaac & Partners | 9.490 | 9.439 | +0,5% | 330 | 0,00 | 0 % | 15 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 9 | 10,1 | 53 |
| 31.12.2025 | ✓ | 9 | 10,1 | 54 |
| 30.09.2025 | ✓ | 9 | 10,1 | 55 |
| 30.06.2025 | ✓ | 8 | 10,2 | 57 |
| 31.03.2025 | ✓ | 12 | 10,9 | 80 |
| 31.12.2024 | ✓ | 10 | 10,9 | 79 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Coastwise Capital Group, LLC | 2.764 | 202.569 |
| Kohmann Bosshard Financial Services, LLC | 279 | 47.961 |
| Benson Wealth Management INC | 127 | 9.335 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| MOODY LYNN LIEBERSON & WALKER, LLC | 243.555 | 12.035 | +5.2 % | 5.642.365 |
| Oakworth Capital, Inc. | 5.488 | 298 | +5.7 % | 234.944 |
| Coston, McIsaac & Partners | 9.439 | 190 | +2.1 % | 333 |
| Westside Investment Management, Inc. | 2.143 | 44 | +2.1 % | 158.454 |