Institutionelle Investoren in CapWealth Advisors, LLC

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 (%)
149.360.660 $-8.076.950 $<div style="background: linear-gradient(to right, transparent 0%, transparent 46.586986545428%, #f44336 46.586986545428%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-6,8 %</div>157.437.610 $-59.010.686 $<div style="background: linear-gradient(to right, transparent 0%, transparent 35.800244095398%, #f44336 35.800244095398%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-28,4 %</div>216.448.296 $-7.643.760 $<div style="background: linear-gradient(to right, transparent 0%, transparent 46.96373456689%, #f44336 46.96373456689%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-6,1 %</div>224.120.316 $+1.215.000 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 69.918032786885%, transparent 69.918032786885%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+39,8 %</div>
CapWealth Advisors, LLC146.857.660 $-7.841.950 $<div style="background: linear-gradient(to right, transparent 0%, transparent 47.465426706635%, #f44336 47.465426706635%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-5,1 %</div>154.699.610 $-57.860.686 $<div style="background: linear-gradient(to right, transparent 0%, transparent 36.389582841002%, #f44336 36.389582841002%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-27,2 %</div>212.560.296 $-7.266.760 $<div style="background: linear-gradient(to right, transparent 0%, transparent 48.347164327215%, #f44336 48.347164327215%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-3,3 %</div>219.827.056 $
FNY Investment Advisers, LLC2.503.000 $-235.000 $<div style="background: linear-gradient(to right, transparent 0%, transparent 45.708546384222%, #f44336 45.708546384222%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-8,6 %</div>2.738.000 $-1.150.000 $<div style="background: linear-gradient(to right, transparent 0%, transparent 35.210905349794%, #f44336 35.210905349794%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-29,6 %</div>3.888.000 $-377.000 $<div style="background: linear-gradient(to right, transparent 0%, transparent 45.580304806565%, #f44336 45.580304806565%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-8,8 %</div>4.265.000 $+1.215.000 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 69.918032786885%, transparent 69.918032786885%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+39,8 %</div>
CROWLEY WEALTH MANAGEMENT, INC.28.260 $
149.360.660 $-8.076.950 $<div style="background: linear-gradient(to right, transparent 0%, transparent 46.586986545428%, #f44336 46.586986545428%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-6,8 %</div>157.437.610 $-59.010.686 $<div style="background: linear-gradient(to right, transparent 0%, transparent 35.800244095398%, #f44336 35.800244095398%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-28,4 %</div>216.448.296 $-7.643.760 $<div style="background: linear-gradient(to right, transparent 0%, transparent 46.96373456689%, #f44336 46.96373456689%, #f44336 50%, #555 50%, #555 51%, transparent 51%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">-6,1 %</div>224.120.316 $+1.215.000 $<div style="background: linear-gradient(to right, transparent 0%, transparent 50%, #555 50%, #555 51%, #4caf50 51%, #4caf50 69.918032786885%, transparent 69.918032786885%, transparent 100%);;padding:2px 6px;border-radius:3px;text-align:right;white-space:nowrap">+39,8 %</div>
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