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Smith Shellnut Wilson LLC /Adv

SMITH SHELLNUT WILSON LLC /ADV
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Ticker–Börse–
ISIN–CIK0000944317
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Unternehmen & Branche

NameSMITH SHELLNUT WILSON LLC /ADV
Ticker
CIK0000944317

Wertpapier & Kennzahlen

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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
LPL Financial LLC37.553.36734.247.9023.305.4653.456.653.803Aufgestockt+9,7%
Invesco Ltd.19.953.71020.429.608-475.8982.840.191.407Reduziert-2,3%
ENVESTNET ASSET MANAGEMENT INC10.920.12111.628.150-708.0291.843.658.860Reduziert-6,1%
MORGAN STANLEY24.473.12423.046.5681.426.5561.522.170.972Aufgestockt+6,2%
AMERIPRISE FINANCIAL INC21.191.87319.342.0851.849.7881.315.066.315Aufgestockt+9,6%
First Command Advisory Services, Inc.4.764.5174.747.67216.8451.132.144.765Aufgestockt+0,4%
RAYMOND JAMES FINANCIAL INC11.528.16310.473.3841.054.7791.071.093.971Aufgestockt+10,1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.214.9364.098.890116.046893.471.653Aufgestockt+2,8%
JONES FINANCIAL COMPANIES LLLP4.923.8563.835.1551.088.701844.883.806Aufgestockt+28,4%
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND32.787.987032.787.987688.547.727Neu+100,0%
National Mutual Insurance Federation of Agricultural Cooperatives2.691.0002.634.00057.000639.435.420Aufgestockt+2,2%
Cetera Investment Advisers5.080.3634.886.254194.109630.203.742Aufgestockt+4,0%
MEITAV INVESTMENT HOUSE LTD2.576.1462.056.044520.102612.143.100Aufgestockt+25,3%
BANK OF AMERICA CORP /DE/11.744.14616.363.842-4.619.696602.126.691Reduziert-28,2%
UBS Group AG18.972.05811.691.5707.280.488571.757.330Aufgestockt+62,3%
PNC FINANCIAL SERVICES GROUP, INC.2.265.4432.294.046-28.603531.837.676Reduziert-1,2%
JANE STREET GROUP, LLC15.439.835689.73414.750.101499.992.519Aufgestockt+2138,5%
COMMONWEALTH EQUITY SERVICES, LLC6.784.3426.538.026246.316499.108.431Aufgestockt+3,8%
OSAIC HOLDINGS, INC.8.049.4108.225.516-176.106497.385.071Reduziert-2,1%
FMR LLC2.124.2302.411.842-287.612495.631.658Reduziert-11,9%
ROYAL BANK OF CANADA3.713.0132.866.180846.833478.566.000Aufgestockt+29,5%
VANTAGEPOINT INVESTMENT ADVISERS LLC1.942.3362.136.773-194.437461.537.880Reduziert-9,1%
BARCLAYS PLC19.611.880155.45019.456.430400.684.183Aufgestockt+12516,2%
ALLIANCEBERNSTEIN L.P.8.759.9998.352.205407.794374.098.399Aufgestockt+4,9%
BlackRock, Inc.17.226.41418.017.284-790.870353.201.468Reduziert-4,4%
WELLINGTON MANAGEMENT GROUP LLP15.771.843507.84315.264.000321.903.316Aufgestockt+3005,7%
GOLDMAN SACHS GROUP INC13.215.4204.605.2108.610.210317.122.472Aufgestockt+187,0%
TOMS Capital Investment Management LP14.000.000014.000.000285.740.000Neu+100,0%
Gerber Kawasaki Wealth & Investment Management1.156.2581.103.26852.990244.107.628Aufgestockt+4,8%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1.531.4061.957.561-426.155229.573.147Reduziert-21,8%
Private Advisor Group, LLC1.174.7841.175.822-1.038221.979.334Reduziert-0,1%
Cerity Partners LLC2.350.7191.841.018509.701214.037.710Aufgestockt+27,7%
Investment Management Corp of Ontario10.465.97713.064.723-2.598.746213.610.591Reduziert-19,9%
Independent Advisor Alliance1.188.70223.5471.165.155213.050.198Aufgestockt+4948,2%
WELLS FARGO & COMPANY/MN6.386.0736.207.777178.296208.818.372Aufgestockt+2,9%
D. E. Shaw & Co., Inc.10.015.5957.89310.007.702204.610.336Aufgestockt+126792,1%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC9.905.8879.487.707418.180202.179.154Aufgestockt+4,4%
Norinchukin Bank, The823.000387.000436.000195.561.260Aufgestockt+112,7%
NISSAY ASSET MANAGEMENT CORP /JAPAN821.445578.345243.100195.191.761Aufgestockt+42,0%
Sumitomo Mitsui Trust Group, Inc.803.930815.484-11.554191.029.847Reduziert-1,4%
Ensign Peak Advisors, Inc8.470.9505.839.5692.631.381174.416.903Aufgestockt+45,1%
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.566.581757.298809.283158.629.654Aufgestockt+106,9%
SONA ASSET MANAGEMENT (US) LLC7.750.000319.7877.430.213158.177.500Aufgestockt+2323,5%
Gradient Investments LLC2.599.3812.466.037133.344156.756.688Aufgestockt+5,4%
Ocean Park Asset Management, LLC7.573.1583.794.8773.778.281154.568.155Aufgestockt+99,6%
Bouchey Financial Group Ltd613.454587.96425.490154.117.956Aufgestockt+4,3%
CITIGROUP INC6.669.866395.2056.274.661153.137.178Aufgestockt+1587,7%
Bogart Wealth, LLC2.560.1312.509.04251.089152.743.929Aufgestockt+2,0%
HighTower Advisors, LLC1.260.3941.129.647130.747144.202.969Aufgestockt+11,6%
MML INVESTORS SERVICES, LLC1.695.3992.370.334-674.935132.611.948Reduziert-28,5%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
LPL Financial LLC37.553.36734.247.902+9,7%3.456.653.8038,8017 Q
Invesco Ltd.19.953.71020.429.608-2,3%2.840.191.4077,2317 Q
ENVESTNET ASSET MANAGEMENT INC10.920.12111.628.150-6,1%1.843.658.8604,6917 Q
MORGAN STANLEY24.473.12423.046.568+6,2%1.522.170.9723,8717 Q
AMERIPRISE FINANCIAL INC21.191.87319.342.085+9,6%1.315.066.3153,3517 Q
First Command Advisory Services, Inc.4.764.5174.747.672+0,4%1.132.144.7652,8814 Q
RAYMOND JAMES FINANCIAL INC11.528.16310.473.384+10,1%1.071.093.9712,736 Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO4.214.9364.098.890+2,8%893.471.6532,2717 Q
JONES FINANCIAL COMPANIES LLLP4.923.8563.835.155+28,4%844.883.8062,1514 Q
National Mutual Insurance Federation of Agricultural Cooperatives2.691.0002.634.000+2,2%639.435.4201,638 Q
Cetera Investment Advisers5.080.3634.886.254+4,0%630.203.7421,6017 Q
MEITAV INVESTMENT HOUSE LTD2.576.1462.056.044+25,3%612.143.1001,5617 Q
BANK OF AMERICA CORP /DE/11.744.14616.363.842-28,2%602.126.6911,5314 Q
UBS Group AG18.972.05811.691.570+62,3%571.757.3301,4617 Q
PNC FINANCIAL SERVICES GROUP, INC.2.265.4432.294.046-1,2%531.837.6761,3517 Q
JANE STREET GROUP, LLC15.439.835689.734+2138,5%499.992.5191,2717 Q
COMMONWEALTH EQUITY SERVICES, LLC6.784.3426.538.026+3,8%499.108.4311,2717 Q
OSAIC HOLDINGS, INC.8.049.4108.225.516-2,1%497.385.0711,2717 Q
FMR LLC2.124.2302.411.842-11,9%495.631.6581,2617 Q
ROYAL BANK OF CANADA3.713.0132.866.180+29,5%478.566.0001,2217 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓1.574542,637.337
31.12.2025✓1.568575,640.582
30.09.2025✓1.460562,138.160
30.06.2025✓1.399549,6102.126
31.03.2025✓1.331563,864.120
31.12.2024✓1.298589,792.504

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
Paragon Advisors, LLC269.64868.199.419
STATE OF WISCONSIN INVESTMENT BOARD3.190.00066.990.000
Foguth Wealth Management, LLC.145.55236.743.154
EP Wealth Advisors, LLC142.50136.041.465
Retirement Management Systems Inc.451.81826.984.130
UNITED CAPITAL FINANCIAL ADVISORS, LLC120.26822.801.579
Systelligence, LLC487.47017.963.279
Jump Financial, LLC69.17517.495.741
Oasis Advisors, LLC152.36916.875.071
AdvisorShares Investments LLC64.92016.419.566

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
LPL Financial LLC34.243.3024.467.938+15.0 %3.578.305.500
BlackRock, Inc.18.017.2843.815.899+26.9 %378.951.497
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND32.787.9873.776.000+13.0 %688.547.727
Investment Management Corp of Ontario13.064.7233.692.744+39.4 %274.359.183
MORGAN STANLEY23.046.5683.443.575+17.6 %1.610.795.471
GOLDMAN SACHS GROUP INC4.605.2103.046.480+195.4 %211.269.979
Migdal Insurance & Financial Holdings Ltd.3.098.0473.005.140+3234.6 %783.561
BNP PARIBAS FINANCIAL MARKETS4.006.8882.719.290+211.2 %84.144.648
UBS Group AG11.691.5701.989.370+20.5 %433.971.440
LOOMIS SAYLES & CO L P1.936.0011.804.213+1369.0 %42.379.187

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
LORD, ABBETT & CO. LLC1.960.943-3.485.239-64.0 %41.180
RENAISSANCE TECHNOLOGIES LLC296.658-3.162.713-91.4 %6.789.306
Ocean Park Asset Management, LLC3.794.877-2.305.673-37.8 %79.692.417
BNP PARIBAS767.443-1.692.336-68.8 %16.116.303
1607 Capital Partners, LLC2.904.775-1.458.425-33.4 %61.000.275
Brookstone Capital Management1.245.886-1.402.198-53.0 %74.066.020
TD ASSET MANAGEMENT INC3.444.025-1.163.550-25.3 %72.324.525
Clal Insurance Enterprises Holdings Ltd2.776.663-1.106.000-28.5 %702.274
ROYAL BANK OF CANADA2.866.180-1.061.858-27.0 %376.545.000
APG Asset Management US Inc.480.000-1.000.000-67.6 %10.080.000

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