Investitionen in Aktie NEW YORK LIFE INVESTMENT MANAGEMENT LLC

Alle Fondsgesellschaften (13F) und deren Investment in diese Aktie 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 (%)
290.249.498 $+41.934.450 $
+16,7 %
253.821.589 $+12.355.851 $
+3.133,1 %
210.704.616 $-23.758.581 $
+8,6 %
211.660.550 $-3.642.428 $
+10,7 %
NEW YORK LIFE INVESTMENT MANAGEMENT LLC50.733.060 $+25.814.777 $
+103,6 %
24.918.283 $-21.591 $
-0,1 %
24.939.874 $-348.610 $
-1,4 %
LPL Financial LLC30.096.435 $-1.223.155 $
-3,9 %
31.319.590 $-3.009.596 $
-8,8 %
34.329.186 $-12.775.952 $
-27,1 %
47.105.138 $+2.433.167 $
+5,4 %
Larson Financial Group LLC27.582.601 $+2.766.890 $
+11,1 %
24.815.711 $+1.079.194 $
+4,5 %
23.736.517 $-21.189 $
-0,1 %
23.757.706 $+2.274.465 $
+10,6 %
JPMORGAN CHASE & CO26.778.983 $+1.333.602 $
+5,2 %
25.445.381 $+25.435.015 $
+245.369,6 %
10.366 $-10.826 $
-51,1 %
21.192 $-377.020 $
-94,7 %
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO7.449.964 $-10.462.601 $
-58,4 %
17.912.565 $-2.456.335 $
-12,1 %
20.368.900 $+416.606 $
+2,1 %
19.952.294 $+2.881.264 $
+16,9 %
EASTERN BANK19.201.809 $+7.897.229 $
+69,9 %
11.304.580 $
HighPoint Advisor Group LLC7.941.380 $+765.679 $
+10,7 %
7.175.701 $-4.815.503 $
-40,2 %
11.991.204 $
Madison Asset Management, LLC504.238 $-394.445 $
-43,9 %
898.683 $-630.954 $
-41,2 %
1.529.637 $-9.828.269 $
-86,5 %
11.357.906 $+399.206 $
+3,6 %
Independent Advisor Alliance9.854.104 $
Employees' Retirement Fund of the City of Fort Worth9.457.994 $+7.421.494 $
+364,4 %
Coppell Advisory Solutions LLC9.059.820 $
Breakwater Capital Group6.762.789 $-704.188 $
-9,4 %
7.466.977 $-1.135.825 $
-13,2 %
8.602.802 $-270.662 $
-3,1 %
8.873.464 $+1.076.790 $
+13,8 %
GOLDMAN SACHS GROUP INC7.719.660 $+2.796.725 $
+56,8 %
4.922.935 $+1.634.244 $
+49,7 %
3.288.691 $+2.736.026 $
+495,1 %
Stewardship Advisors, LLC6.493.494 $+594.803 $
+10,1 %
5.898.691 $-527.437 $
-8,2 %
6.426.128 $-159.951 $
-2,4 %
6.586.079 $+261.821 $
+4,1 %
Private Advisory Group LLC6.304.614 $+764.411 $
+13,8 %
5.540.203 $+164.289 $
+3,1 %
5.375.914 $+255.774 $
+5,0 %
5.120.140 $+1.970.896 $
+62,6 %
BEACON FINANCIAL PLANNING, INC6.051.096 $+486.085 $
+8,7 %
5.565.011 $+1.526.590 $
+37,8 %
4.038.421 $+11.217 $
+0,3 %
4.027.204 $+185.762 $
+4,8 %
Mariner, LLC6.024.828 $+1.969.207 $
+48,6 %
4.055.621 $
RAYMOND JAMES FINANCIAL INC5.242.161 $+1.478.538 $
+39,3 %
3.763.623 $+428.881 $
+12,9 %
3.334.742 $+1.171.237 $
+54,1 %
2.163.505 $-408.008 $
-15,9 %
OSAIC HOLDINGS, INC.1.335.630 $+68.106 $
+5,4 %
1.267.524 $-1.237.254 $
-49,4 %
2.504.778 $-2.715.126 $
-52,0 %
5.219.904 $+462.628 $
+9,7 %
Alaska Wealth Advisors, LLC5.118.634 $+365.769 $
+7,7 %
COMMONWEALTH EQUITY SERVICES, LLC4.474.200 $+2.593.000 $
+137,8 %
1.881.200 $+40.830 $
+2,2 %
1.840.370 $-2.851.630 $
-60,8 %
4.692.000 $+1.856.000 $
+65,4 %
BANK OF AMERICA CORP /DE/4.601.352 $+540.265 $
+13,3 %
4.061.087 $+160.753 $
+4,1 %
3.900.334 $+134.467 $
+3,6 %
3.765.867 $+453.717 $
+13,7 %
PlanVest Financial, Inc4.022.101 $+492.511 $
+14,0 %
3.529.590 $
MORGAN STANLEY3.852.800 $+759.925 $
+24,6 %
3.092.875 $-465.349 $
-13,1 %
3.558.224 $-345.755 $
-8,9 %
3.903.979 $-5.206.245 $
-57,1 %
Intrua Financial, LLC3.806.925 $+362.004 $
+10,5 %
3.444.921 $-6.628 $
-0,2 %
3.451.549 $-13.867 $
-0,4 %
3.465.416 $+21.961 $
+0,6 %
DHJJ Financial Advisors, Ltd.3.184.261 $-311.367 $
-8,9 %
3.495.628 $+172.969 $
+5,2 %
3.322.659 $+41.071 $
+1,3 %
3.281.588 $+363.661 $
+12,5 %
Foundry Financial Group, Inc.252.070 $-64.383 $
-20,3 %
316.453 $-2.949.635 $
-90,3 %
3.266.088 $+23.562 $
+0,7 %
3.242.526 $+150.834 $
+4,9 %
JONES FINANCIAL COMPANIES LLLP3.182.769 $+1.397.011 $
+78,2 %
1.785.758 $+327.348 $
+22,4 %
1.458.410 $+237.614 $
+19,5 %
1.220.796 $+477.184 $
+64,2 %
Cetera Investment Advisers2.297.066 $+79.139 $
+3,6 %
2.217.927 $+134.984 $
+6,5 %
2.082.943 $-592.801 $
-22,2 %
2.675.744 $+252.477 $
+10,4 %
ROYAL BANK OF CANADA1.598.000 $-541.000 $
-25,3 %
2.139.000 $-513.000 $
-19,3 %
2.652.000 $+1.971.000 $
+289,4 %
681.000 $-63.000 $
-8,5 %
Equitable Holdings, Inc.2.204.584 $+11.071 $
+0,5 %
2.193.513 $-117.069 $
-5,1 %
2.310.582 $+272.860 $
+13,4 %
CITADEL ADVISORS LLC2.289.009 $+1.098.468 $
+92,3 %
1.190.541 $-341.922 $
-22,3 %
1.532.463 $+1.277.947 $
+502,1 %
254.516 $-1.175.555 $
-82,2 %
FIFTH THIRD SECURITIES, INC.2.240.792 $+203.793 $
+10,0 %
2.036.999 $+160.625 $
+8,6 %
1.876.374 $+164.278 $
+9,6 %
1.712.096 $+270.987 $
+18,8 %
Westmount Partners, LLC2.193.600 $
JANE STREET GROUP, LLC512.225 $-1.662.668 $
-76,4 %
2.174.893 $+232.698 $
+12,0 %
1.942.195 $+364.414 $
+23,1 %
1.577.781 $+439.178 $
+38,6 %
FLOW TRADERS U.S. LLC407.000 $-892.000 $
-68,7 %
1.299.000 $-748.000 $
-36,5 %
2.047.000 $+427.000 $
+26,4 %
1.620.000 $-9.598.000 $
-85,6 %
Mountain Capital Investment Advisors Inc.1.569.317 $-248.948 $
-13,7 %
1.818.265 $+133.209 $
+7,9 %
1.685.056 $+74.599 $
+4,6 %
BNP PARIBAS FINANCIAL MARKETS1.450.626 $-270.574 $
-15,7 %
1.721.200 $+906.600 $
+111,3 %
Cambridge Investment Research Advisors, Inc.1.622.000 $+887.000 $
+120,7 %
735.000 $-231.000 $
-23,9 %
966.000 $-186.000 $
-16,1 %
1.152.000 $+50.000 $
+4,5 %
Fifth Third Wealth Advisors LLC1.528.138 $
Invesco Ltd.1.345.651 $+37.568 $
+2,9 %
1.308.083 $+12.699 $
+1,0 %
1.295.384 $+127.622 $
+10,9 %
1.167.762 $+35.813 $
+3,2 %
ENVESTNET ASSET MANAGEMENT INC917.837 $+86.395 $
+10,4 %
831.442 $+24.689 $
+3,1 %
806.753 $-498.153 $
-38,2 %
1.304.906 $+440.530 $
+51,0 %
HighTower Advisors, LLC1.095.951 $+150.584 $
+15,9 %
945.367 $-34.090 $
-3,5 %
979.457 $-148.933 $
-13,2 %
1.128.390 $+298.713 $
+36,0 %
NewEdge Advisors, LLC1.095.388 $+141.329 $
+14,8 %
954.059 $+59.650 $
+6,7 %
894.409 $+2.088 $
+0,2 %
892.321 $+32.527 $
+3,8 %
Family Manage LLC743.534 $-291.406 $
-28,2 %
1.034.940 $-22.996 $
-2,2 %
1.057.936 $+56.548 $
+5,6 %
Sanctuary Advisors, LLC377.035 $-599.153 $
-61,4 %
976.188 $+168 $
+0,0 %
Fortune Financial Group, Inc.962.829 $+259.094 $
+36,8 %
703.735 $+81.735 $
+13,1 %
622.000 $
Golden State Wealth Management, LLC951.735 $+52.160 $
+5,8 %
899.575 $+11.922 $
+1,3 %
887.653 $+4.627 $
+0,5 %
883.026 $+91.660 $
+11,6 %
Tower Research Capital LLC (TRC)921.841 $+362.159 $
+64,7 %
559.682 $+86.172 $
+18,2 %
473.510 $-377.971 $
-44,4 %
851.481 $+410.924 $
+93,3 %
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC892.290 $+90.808 $
+11,3 %
801.482 $+215.782 $
+36,8 %
585.700 $+180.354 $
+44,5 %
TAGStone Capital, Inc.852.437 $+114.556 $
+15,5 %
737.881 $+51.189 $
+7,5 %
686.692 $+145.168 $
+26,8 %
541.524 $+88.594 $
+19,6 %
GHP Investment Advisors, Inc.798.407 $+80.174 $
+11,2 %
718.233 $+3.155 $
+0,4 %
715.078 $-35.610 $
-4,7 %
750.688 $+41.747 $
+5,9 %
Consolidated Portfolio Review Corp771.659 $+209.192 $
+37,2 %
Sepio Capital, LP750.137 $+99.070 $
+15,2 %
651.067 $+393.355 $
+152,6 %
257.712 $
ROMAN BUTLER FULLERTON & CO727.749 $+46.950 $
+6,9 %
680.799 $-15.120 $
-2,2 %
695.919 $+46.857 $
+7,2 %
649.062 $+12.848 $
+2,0 %
HRT FINANCIAL LP708.000 $
SUSQUEHANNA INTERNATIONAL GROUP, LLP334.106 $-372.963 $
-52,7 %
707.069 $-40.164 $
-5,4 %
Heck Capital Advisors, LLC572.978 $+13.308 $
+2,4 %
559.670 $-25.285 $
-4,3 %
584.955 $-85.699 $
-12,8 %
670.654 $+30.844 $
+4,8 %
Advisory Services Network, LLC628.064 $+183.854 $
+41,4 %
444.210 $
TWIN PEAKS WEALTH ADVISORS, LLC595.591 $+60.064 $
+11,2 %
535.527 $-40.928 $
-7,1 %
576.455 $+18.947 $
+3,4 %
557.508 $-36.953 $
-6,2 %
Summit Financial, LLC551.699 $+69.915 $
+14,5 %
481.784 $+67.196 $
+16,2 %
414.588 $+28.424 $
+7,4 %
386.164 $
Bond & Devick Financial Network, Inc.543.611 $+126.949 $
+30,5 %
416.662 $+51.140 $
+14,0 %
365.522 $+51.841 $
+16,5 %
313.681 $+17.901 $
+6,1 %
NATIONAL BANK OF CANADA /FI/536.094 $+72.643 $
+15,7 %
463.451 $-5.661 $
-1,2 %
469.112 $+18.919 $
+4,2 %
450.193 $+18.934 $
+4,4 %
Betterment LLC527.000 $+62.000 $
+13,3 %
465.000 $+3.000 $
+0,6 %
462.000 $
Kingsview Wealth Management, LLC518.447 $+19.015 $
+3,8 %
499.432 $+1.317 $
+0,3 %
498.115 $+25.147 $
+5,3 %
UBS Group AG56.790 $-458.867 $
-89,0 %
515.657 $-154.312 $
-23,0 %
Allegheny Financial Group514.494 $+68.305 $
+15,3 %
446.189 $-5.051 $
-1,1 %
451.240 $
Sigma Planning Corp403.086 $-76.980 $
-16,0 %
480.066 $-20.149 $
-4,0 %
500.215 $
Focus Partners Advisor Solutions, LLC293.579 $-3.575 $
-1,2 %
297.154 $-199.984 $
-40,2 %
497.138 $
TRUIST FINANCIAL CORP493.841 $+180.339 $
+57,5 %
313.502 $
Onyx Bridge Wealth Group LLC458.541 $+71.023 $
+18,3 %
387.518 $-11.937 $
-3,0 %
399.455 $-77.588 $
-16,3 %
477.043 $
Archer Investment Management, LLC250.825 $+29.306 $
+13,2 %
221.519 $-195.987 $
-46,9 %
417.506 $-53.351 $
-11,3 %
470.857 $+140.034 $
+42,3 %
THRIVENT FINANCIAL FOR LUTHERANS467.000 $+20.000 $
+4,5 %
Advisor OS, LLC456.303 $+52.070 $
+12,9 %
404.233 $-3.301 $
-0,8 %
407.534 $+26.566 $
+7,0 %
380.968 $+19.450 $
+5,4 %
MJP ASSOCIATES INC /ADV456.303 $+52.070 $
+12,9 %
404.233 $-3.301 $
-0,8 %
407.534 $+26.566 $
+7,0 %
380.968 $+19.450 $
+5,4 %
Nikulski Financial, Inc.292.301 $+27.747 $
+10,5 %
264.554 $-31.161 $
-10,5 %
295.715 $-152.873 $
-34,1 %
448.588 $+24.181 $
+5,7 %
Community Financial Services Group, LLC421.010 $+239.387 $
+131,8 %
181.623 $
HARBOUR INVESTMENTS, INC.37.338 $-344.510 $
-90,2 %
381.848 $+14.097 $
+3,8 %
Hunter Perkins Capital Management, LLC378.000 $+146.000 $
+62,9 %
232.000 $
Brookstone Capital Management365.568 $+111.084 $
+43,7 %
254.484 $+8.704 $
+3,5 %
245.780 $+1.927 $
+0,8 %
243.853 $+26.083 $
+12,0 %
GRIMES & Co WEALTH MANAGEMENT, LLC350.748 $+47.506 $
+15,7 %
303.242 $-1.374 $
-0,5 %
304.616 $
IHT Wealth Management, LLC337.961 $+28.351 $
+9,2 %
Alaska Permanent Capital Management, LLC337.540 $-14.211.380 $
-97,7 %
Birch Hill Investment Advisors LLC314.007 $+41.471 $
+15,2 %
272.536 $+8.597 $
+3,3 %
263.939 $-69.827 $
-20,9 %
333.766 $+25.759 $
+8,4 %
Essex Financial Services, Inc.321.797 $+39.325 $
+13,9 %
282.472 $+17.065 $
+6,4 %
265.407 $+39.069 $
+17,3 %
226.338 $
CAPTRUST FINANCIAL ADVISORS301.678 $-856 $
-0,3 %
302.534 $-1.077 $
-0,4 %
303.611 $-7.924 $
-2,5 %
311.535 $+2.818 $
+0,9 %
Fox Financial, Inc305.598 $+30.376 $
+11,0 %
275.222 $+386 $
+0,1 %
274.836 $-6.624 $
-2,4 %
281.460 $+1.198 $
+0,4 %
D.A. DAVIDSON & CO.290.705 $+37.239 $
+14,7 %
253.466 $
AMERIPRISE FINANCIAL INC284.226 $+35.060 $
+14,1 %
249.166 $+386 $
+0,2 %
248.780 $-20.803 $
-7,7 %
269.583 $
Mascagni Wealth Management, Inc.269.821 $+34.641 $
+14,7 %
235.180 $+823 $
+0,4 %
234.357 $-31.643 $
-11,9 %
266.000 $+14.573 $
+5,8 %
Pekin Hardy Strauss, Inc.252.528 $
Northwest Financial Advisors252.275 $+609 $
+0,2 %
251.666 $+37.854 $
+17,7 %
213.812 $
Snowden Capital Advisors LLC239.305 $+3.968 $
+1,7 %
235.337 $-11.969 $
-4,8 %
247.306 $+9.307 $
+3,9 %
237.999 $+12.721 $
+5,6 %
SeaCrest Wealth Management, LLC219.283 $-20.021 $
-8,4 %
239.304 $+11.426 $
+5,0 %
CONNORS INVESTOR SERVICES INC231.880 $-3.219 $
-1,4 %
235.099 $+1.231 $
+0,5 %
233.868 $
Narus Financial Partners, LLC226.259 $-2.618 $
-1,1 %
228.877 $
Rossby Financial, LCC224.269 $+15.066 $
+7,2 %
209.203 $
Private Advisor Group, LLC218.006 $-14.087 $
-6,1 %
Donor Advised Charitable Giving, Inc.210.221 $
Firestone Capital Management205.482 $
Focus Partners Wealth201.701 $
MCF Advisors LLC186.213 $+23.854 $
+14,7 %
162.359 $
Centennial Bank/AR/51.819 $-120.258 $
-69,9 %
172.077 $+9.198 $
+5,6 %
EFG International AG165.753 $-40 $
-0,0 %
165.793 $
CULLEN/FROST BANKERS, INC.106.573 $+13.652 $
+14,7 %
92.921 $+144 $
+0,2 %
92.777 $+49.015 $
+112,0 %
43.762 $-49.306 $
-53,0 %
Capital Investment Advisory Services, LLC99.148 $+8.488 $
+9,4 %
90.660 $-8.263 $
-8,4 %
98.923 $-2.198 $
-2,2 %
101.121 $+5.405 $
+5,6 %
TFC Financial Management, Inc.88.827 $
EverSource Wealth Advisors, LLC26.546 $+3.400 $
+14,7 %
23.146 $-41.091 $
-64,0 %
64.237 $-20.704 $
-24,4 %
84.941 $
BLAIR WILLIAM & CO/IL33.571 $-44.010 $
-56,7 %
77.581 $-945 $
-1,2 %
78.526 $-5.746 $
-6,8 %
84.272 $+6.444 $
+8,3 %
MERCER GLOBAL ADVISORS INC /ADV66.149 $
Ritter Daniher Financial Advisory LLC / DE64.870 $+8.567 $
+15,2 %
56.303 $
GPS Wealth Strategies Group, LLC56.498 $+3.020 $
+5,6 %
FLAGSHIP HARBOR ADVISORS, LLC55.397 $
Integrated Wealth Concepts LLC48.505 $
Geneos Wealth Management Inc.38.680 $+4.952 $
+14,7 %
33.728 $+56 $
+0,2 %
33.672 $-752 $
-2,2 %
34.424 $+1.840 $
+5,6 %
GoalVest Advisory LLC35.906 $
Kestra Advisory Services, LLC35.823 $
Capital Analysts, LLC35.000 $+4.000 $
+12,9 %
31.000 $+0 $
+0,0 %
31.000 $+0 $
+0,0 %
31.000 $+2.000 $
+6,9 %
TD Capital Management LLC32.640 $+4.182 $
+14,7 %
28.458 $+48 $
+0,2 %
28.410 $-624 $
-2,1 %
29.034 $+1.555 $
+5,7 %
PRINCIPAL SECURITIES, INC.25.861 $+12.502 $
+93,6 %
CWM, LLC24.322 $-678 $
-2,7 %
25.000 $+2.000 $
+8,7 %
23.000 $+1.000 $
+4,5 %
Global Retirement Partners, LLC24.177 $+3.130 $
+14,9 %
21.047 $-468 $
-2,2 %
21.515 $+1.150 $
+5,6 %
Aptus Capital Advisors, LLC22.600 $+2.946 $
+15,0 %
19.654 $-80 $
-0,4 %
19.734 $+190 $
+1,0 %
19.544 $+996 $
+5,4 %
FMR LLC14.537 $+3.554 $
+32,4 %
10.983 $-2.994 $
-21,4 %
13.977 $-2.469 $
-15,0 %
16.446 $+4.483 $
+37,5 %
N.E.W. Advisory Services LLC14.506 $+1.858 $
+14,7 %
12.648 $
Steward Partners Investment Advisory, LLC12.648 $
GUARDIAN WEALTH ADVISORS, LLC / NC11.096 $+713 $
+6,9 %
Wealth Watch Advisors, INC10.019 $-222 $
-2,2 %
10.241 $
WELLS FARGO & COMPANY/MN34 $-7.608 $
-99,6 %
7.642 $+7.606 $
+21.127,8 %
36 $+11 $
+44,0 %
25 $-14.206 $
-99,8 %
Allworth Financial LP4.216 $
Rockefeller Capital Management L.P.3.175 $+409 $
+14,8 %
2.766 $+15 $
+0,5 %
2.751 $
Milestone Investment Advisors LLC2.951 $+390 $
+15,2 %
2.561 $-31 $
-1,2 %
2.592 $+77 $
+3,1 %
2.515 $+119 $
+5,0 %
Ancora Advisors LLC2.781 $
CENTRAL TRUST Co2.151 $+4 $
+0,2 %
2.147 $-48 $
-2,2 %
2.195 $+117 $
+5,6 %
VANGUARD ADVISERS INC2.069 $
MGB Wealth Management, LLC1.609 $+48 $
+3,1 %
1.561 $+74 $
+5,0 %
Keating Financial Advisory Services, Inc.1.094 $
290.249.498 $+41.934.450 $
+16,7 %
253.821.589 $+12.355.851 $
+3.133,1 %
210.704.616 $-23.758.581 $
+8,6 %
211.660.550 $-3.642.428 $
+10,7 %
Erweitert ×