Stammdaten
Unternehmen & Branche
| Name | MAI Capital Management |
|---|---|
| Ticker | |
| CIK | 0001040197 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Sageworth Trust Co | 4,366,883 | 0 | 4,366,883 | 184,567,468 | Neu | +100,0% | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,985,122 | 0 | 4,985,122 | 160,900,303 | Neu | +100,0% | |
| Ancora Advisors LLC | 2,004,787 | 0 | 2,004,787 | 90,902,321 | Neu | +100,0% | |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 315,262 | 362,625 | -47,363 | 77,224,623 | Reduziert | -13,1% | |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 573,887 | 0 | 573,887 | 27,640,308 | Neu | +100,0% | |
| Azimuth Capital Investment Management LLC | 313,471 | 0 | 313,471 | 25,983,943 | Neu | +100,0% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 739,996 | 625,327 | 114,669 | 17,094,418 | Aufgestockt | +18,3% | |
| BBR PARTNERS, LLC | 214,324 | 0 | 214,324 | 14,484,926 | Neu | +100,0% | |
| Summit Creek Advisors LLC | 887,042 | 0 | 887,042 | 13,759,977 | Neu | +100,0% | |
| Belpointe Asset Management LLC | 519,902 | 391,114 | 128,788 | 13,642,235 | Aufgestockt | +32,9% | |
| NORTH STAR ASSET MANAGEMENT INC | 224,335 | 0 | 224,335 | 13,397,611 | Neu | +100,0% | |
| Sageworth Trust Co of South Dakota | 289,509 | 0 | 289,509 | 12,872,573 | Neu | +100,0% | |
| Wealthcare Advisory Partners LLC | 496,018 | 281,429 | 214,589 | 10,295,598 | Aufgestockt | +76,2% | |
| SVB WEALTH LLC | 219,044 | 257,364 | -38,320 | 9,964,448 | Reduziert | -14,9% | |
| MITCHELL CAPITAL MANAGEMENT CO | 80,518 | 0 | 80,518 | 9,726,863 | Neu | +100,0% | |
| Karpus Management, Inc. | 102,418 | 0 | 102,418 | 7,109,858 | Neu | +100,0% | |
| Chicago Partners Investment Group LLC | 243,452 | 0 | 243,452 | 6,758,230 | Neu | +100,0% | |
| Marex Group plc | 311,787 | 0 | 311,787 | 6,503,877 | Neu | +100,0% | |
| KINGSWOOD WEALTH ADVISORS, LLC | 245,131 | 177,773 | 67,358 | 6,432,237 | Aufgestockt | +37,9% | |
| Private Advisor Group, LLC | 210,317 | 0 | 210,317 | 5,823,678 | Neu | +100,0% | |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 79,494 | 77,664 | 1,830 | 5,779,675 | Aufgestockt | +2,4% | |
| RHUMBLINE ADVISERS | 410,431 | 0 | 410,431 | 5,581,401 | Neu | +100,0% | |
| Koshinski Asset Management, Inc. | 460,948 | 416,510 | 44,438 | 4,719,644 | Aufgestockt | +10,7% | |
| MATHER GROUP, LLC. | 226,407 | 0 | 226,407 | 4,699,417 | Neu | +100,0% | |
| Reyes Financial Architecture, Inc. | 157,288 | 0 | 157,288 | 4,355,294 | Neu | +100,0% | |
| Aurora Investment Counsel | 281,269 | 0 | 281,269 | 4,141,068 | Neu | +100,0% | |
| GREAT LAKES ADVISORS, LLC | 6,704 | 0 | 6,704 | 3,931,225 | Neu | +100,0% | |
| MAI Capital Management | 182,447 | 0 | 182,447 | 3,654,784 | Neu | +100,0% | |
| Ramirez Asset Management, Inc. | 158,959 | 0 | 158,959 | 3,141,003 | Neu | +100,0% | |
| IFP Advisors, Inc | 113,406 | 115,169 | -1,763 | 2,975,773 | Reduziert | -1,5% | |
| Pinnacle Wealth Management Advisory Group, LLC | 35,487 | 0 | 35,487 | 2,885,351 | Neu | +100,0% | |
| STAPP WEALTH MANAGEMENT, PLLC | 128,143 | 0 | 128,143 | 2,659,800 | Neu | +100,0% | |
| Generali Investments CEE, investicni spolecnost, a.s. | 122,870 | 122,870 | 0 | 2,452,158 | Unverändert | 0,0% | |
| GAMMA Investing LLC | 88,443 | 74,776 | 13,667 | 1,930,817 | Aufgestockt | +18,3% | |
| Oregon Pacific Wealth Management, LLC | 86,028 | 0 | 86,028 | 1,785,640 | Neu | +100,0% | |
| Farther Finance Advisors, LLC | 64,061 | 40,258 | 23,803 | 1,689,928 | Aufgestockt | +59,1% | |
| AUXIER ASSET MANAGEMENT LLC | 86,515 | 0 | 86,515 | 1,680,795 | Neu | +100,0% | |
| GLOBALT Investments LLC / GA | 22,467 | 0 | 22,467 | 1,632,073 | Neu | +100,0% | |
| Ativo Capital Management LLC | 71,650 | 0 | 71,650 | 1,590,698 | Neu | +100,0% | |
| Independent Wealth Network Inc. | 56,931 | 0 | 56,931 | 1,576,419 | Neu | +100,0% | |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 21,127 | 0 | 21,127 | 1,471,918 | Neu | +100,0% | |
| Conestoga Capital Advisors, LLC | 66,835 | 66,835 | 0 | 1,316,059 | Unverändert | 0,0% | |
| Legacy Wealth Managment, LLC/ID | 62,532 | 56,702 | 5,830 | 1,297,947 | Aufgestockt | +10,3% | |
| Sequent Asset Management, LLC | 19,177 | 0 | 19,177 | 1,294,000 | Neu | +100,0% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 24,390 | 24,390 | 0 | 1,270,892 | Unverändert | 0,0% | |
| Hibernia Wealth Partners, LLC | 42,568 | 0 | 42,568 | 1,178,708 | Neu | +100,0% | |
| Strategic Blueprint, LLC | 39,003 | 34,321 | 4,682 | 1,023,433 | Aufgestockt | +13,6% | |
| Clear Creek Financial Management, LLC | 35,716 | 0 | 35,716 | 988,976 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 46,896 | 0 | 46,896 | 943,190 | Neu | +100,0% | |
| Innova Wealth Partners | 42,699 | 0 | 42,699 | 886,282 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 315,262 | 77,224,623 | 44.35 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 739,996 | 17,094,418 | 9.82 |
| Belpointe Asset Management LLC | 519,902 | 13,642,235 | 7.84 |
| Wealthcare Advisory Partners LLC | 496,018 | 10,295,598 | 5.91 |
| SVB WEALTH LLC | 219,044 | 9,964,448 | 5.72 |
| KINGSWOOD WEALTH ADVISORS, LLC | 245,131 | 6,432,237 | 3.69 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 79,494 | 5,779,675 | 3.32 |
| Koshinski Asset Management, Inc. | 460,948 | 4,719,644 | 2.71 |
| MATHER GROUP, LLC. | 226,407 | 4,699,417 | 2.70 |
| IFP Advisors, Inc | 113,406 | 2,975,773 | 1.71 |
| STAPP WEALTH MANAGEMENT, PLLC | 128,143 | 2,659,800 | 1.53 |
| Generali Investments CEE, investicni spolecnost, a.s. | 122,870 | 2,452,158 | 1.41 |
| GAMMA Investing LLC | 88,443 | 1,930,817 | 1.11 |
| Oregon Pacific Wealth Management, LLC | 86,028 | 1,785,640 | 1.03 |
| Farther Finance Advisors, LLC | 64,061 | 1,689,928 | 0.97 |
| Conestoga Capital Advisors, LLC | 66,835 | 1,316,059 | 0.76 |
| Legacy Wealth Managment, LLC/ID | 62,532 | 1,297,947 | 0.75 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 24,390 | 1,270,892 | 0.73 |
| Strategic Blueprint, LLC | 39,003 | 1,023,433 | 0.59 |
| Innova Wealth Partners | 42,699 | 886,282 | 0.51 |