Institutionelle Investoren in MONETARY MANAGEMENT GROUP INC

Alle meldenden Fondsgesellschaften (SEC-Formular 13F) und deren Investment in dieses Wertpapier über die letzten 4 Quartale.
Aktien-Detail Fonds-Verzeichnis
Fonds2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
37.847.715 $+5.383.218 $
+1.143,7 %
16.698.322 $+6.456.689 $
+134,5 %
4.641.129 $-702.461 $
-70,6 %
994.607 $
Williams Jones Wealth Management, LLC.8.871.202 $+170.165 $
+2,0 %
8.701.037 $+4.981.552 $
+133,9 %
3.719.485 $
StoneX Group Inc.7.683.046 $
High Note Wealth, LLC2.403.423 $+2.393.191 $
+23.389,3 %
10.232 $
Cambridge Investment Research Advisors, Inc.2.222.000 $+1.339.000 $
+151,6 %
883.000 $
Advisory Services Network, LLC2.174.712 $+455.889 $
+26,5 %
1.718.823 $
JANE STREET GROUP, LLC1.240.435 $-538.245 $
-30,3 %
1.778.680 $+1.389.427 $
+356,9 %
389.253 $
LPL Financial LLC1.745.702 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP1.407.356 $+1.115.210 $
+381,7 %
292.146 $-702.461 $
-70,6 %
994.607 $
ROYAL BANK OF CANADA1.369.000 $
Lane Generational LLC1.224.428 $
RAYMOND JAMES FINANCIAL INC1.123.160 $
Mutual Advisors, LLC893.491 $
HRT FINANCIAL LP739.000 $+292.000 $
+65,3 %
447.000 $
Bright Futures Wealth Management, LLC.460.907 $-39.719 $
-7,9 %
500.626 $
Insight Advisors, LLC/ PA429.214 $-33.145 $
-7,2 %
462.359 $
MISSION WEALTH MANAGEMENT, LP413.411 $
Nicht ausgewiesen406.991 $
Orion Porfolio Solutions, LLC401.273 $
Vienna Asset Management LLC392.474 $
MARK SHEPTOFF FINANCIAL PLANNING, LLC376.772 $
CITADEL ADVISORS LLC346.558 $
MONETARY MANAGEMENT GROUP INC327.100 $+42.000 $
+14,7 %
285.100 $+83.713 $
+41,6 %
201.387 $
Advyzon Investment Management, LLC304.241 $+42.737 $
+16,3 %
261.504 $
STEPHENS INC /AR/261.770 $
HighTower Advisors, LLC258.253 $
CAPTRUST FINANCIAL ADVISORS235.305 $+28.107 $
+13,6 %
207.198 $
OSAIC HOLDINGS, INC.228.620 $+46.364 $
+25,4 %
182.256 $
CIBC WORLD MARKET INC.218.020 $
Worth Asset Management, LLC201.462 $
Ankerstar Wealth, LLC171.831 $
Nalls Sherbakoff Group, LLC52.755 $
Farther Finance Advisors, LLC48.659 $
Noble Wealth Management PBC44.708 $+5.698 $
+14,6 %
39.010 $+1.997 $
+5,4 %
37.013 $
Parallel Advisors, LLC42.849 $+39.012 $
+1.016,7 %
3.837 $
AE Wealth Management LLC39.450 $
Tidemark, LLC32.071 $
Global Retirement Partners, LLC29.050 $
MORGAN STANLEY28.266 $+15.271 $
+117,5 %
12.995 $
PNC FINANCIAL SERVICES GROUP, INC.5.084 $-20.496 $
-80,1 %
25.580 $
UBS Group AG24.460 $+18.704 $
+324,9 %
5.756 $
Rockefeller Capital Management L.P.14.525 $+1.735 $
+13,6 %
12.790 $
WELLS FARGO & COMPANY/MN14.467 $
Signature Resources Capital Management, LLC12.230 $+10.977 $
+876,1 %
1.253 $
CX Institutional12.000 $
IFP Advisors, Inc10.022 $
SHP Wealth Management9.412 $
HARBOUR INVESTMENTS, INC.8.163 $+745 $
+10,0 %
7.418 $
BANK OF MONTREAL /CAN/7.263 $
HighMark Wealth Management LLC2.905 $-2.211 $
-43,2 %
5.116 $
CWM, LLC4.758 $
US BANCORP \DE\4.067 $
Steward Partners Investment Advisory, LLC3.736 $
FIDUCIARY FINANCIAL ADVISORS3.486 $
Ritter Daniher Financial Advisory LLC / DE3.196 $
SJS Investment Consulting Inc.2.121 $
Allworth Financial LP1.918 $+229 $
+13,6 %
1.689 $
JPMORGAN CHASE & CO1.335 $
Crewe Advisors LLC510 $
37.847.715 $+5.383.218 $
+1.143,7 %
16.698.322 $+6.456.689 $
+134,5 %
4.641.129 $-702.461 $
-70,6 %
994.607 $
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