Stammdaten
Unternehmen & Branche
| Name | OGOREK ANTHONY JOSEPH /NY/ /ADV |
|---|---|
| Ticker | |
| CIK | 0000714364 |
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 |
|---|---|---|---|---|---|---|---|
| Siena Capital Partners GP, LLC | 876 | 0 | 876 | 1,550,520 | Neu | +100,0% | |
| Tradewinds, LLC. | 500 | 0 | 500 | 880,000 | Neu | +100,0% | |
| Diversified Trust Co | 131 | 186 | -55 | 216,150 | Reduziert | -29,6% | |
| QUEST INVESTMENT MANAGEMENT LLC | 11,298 | 0 | 11,298 | 211,837 | Neu | +100,0% | |
| ALBERT D MASON INC | 88,025 | 90,583 | -2,558 | 160,872 | Reduziert | -2,8% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 189,655 | 189,920 | -265 | 100,517 | Reduziert | -0,1% | |
| ORG Partners LLC | 5,500 | 0 | 5,500 | 99,495 | Neu | +100,0% | |
| Bath Savings Trust Co | 10,000 | 10,000 | 0 | 30,000 | Unverändert | 0,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,554 | 1,847 | -293 | 27,193 | Reduziert | -15,9% | |
| Byrne Asset Management LLC | 1,158 | 1,158 | 0 | 13,218 | Unverändert | 0,0% | |
| FIRST NATIONAL TRUST CO | 510,991 | 510,991 | 0 | 8,022 | Unverändert | 0,0% | |
| First Command Advisory Services, Inc. | 990 | 0 | 990 | 5,884 | Neu | +100,0% | |
| Mn Services Vermogensbeheer B.V. | 79,289 | 0 | 79,289 | 5,714 | Neu | +100,0% | |
| Heritage Wealth Advisors | 356 | 0 | 356 | 886 | Neu | +100,0% | |
| Lesa Sroufe & Co | 1 | 0 | 1 | 755 | Neu | +100,0% | |
| CURIO WEALTH, LLC | 39 | 0 | 39 | 145 | Neu | +100,0% | |
| NBC SECURITIES, INC. | 22 | 4,932 | -4,910 | 47 | Reduziert | -99,6% | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 230,538 | 0 | 230,538 | 23 | Neu | +100,0% | |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 55,178 | 0 | 55,178 | 21 | Neu | +100,0% | |
| Bank & Trust Co | 1,607 | 1,607 | 0 | 1 | Unverändert | 0,0% | |
| Motiv8 Investments LLC | 2,519 | 0 | 2,519 | 0 | Neu | +100,0% | |
| Murphy & Mullick Capital Management Corp | 11 | 11 | 0 | 0 | Unverändert | 0,0% | |
| Game Plan Financial Advisors, LLC | 100 | 100 | 0 | 0 | Unverändert | 0,0% | |
| NBT BANK N A /NY | 1,338 | 1,075 | 263 | 0 | Aufgestockt | +24,5% | |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 32,465 | 0 | 32,465 | 0 | Neu | +100,0% | |
| FIRST FINANCIAL CORP /IN/ | 1,800 | 1,800 | 0 | 0 | Unverändert | 0,0% | |
| Financial Gravity Asset Management, Inc. | 8 | 0 | 8 | 0 | Neu | +100,0% | |
| PRIVATE TRUST CO NA | 1,399 | 1,399 | 0 | 0 | Unverändert | 0,0% | |
| Financial Avengers, Inc. | 367 | 0 | 367 | 0 | Neu | +100,0% | |
| Ransom Advisory, Ltd | 500 | 0 | 500 | 0 | Neu | +100,0% | |
| Riverview Trust Co | 800 | 0 | 800 | 0 | Neu | +100,0% | |
| Salomon & Ludwin, LLC | 230 | 0 | 230 | 0 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 496 | 496 | 0 | 0 | Unverändert | 0,0% | |
| Sterling Capital Management LLC | 691 | 691 | 0 | 0 | Unverändert | 0,0% | |
| Winch Advisory Services, LLC | 454 | 454 | 0 | 0 | Unverändert | 0,0% | |
| LSV ASSET MANAGEMENT | 700 | 0 | 700 | 0 | Neu | +100,0% | |
| Ascentis Wealth Management, LLC | 372 | 372 | 0 | 0 | Unverändert | 0,0% | |
| MassMutual Private Wealth & Trust, FSB | 1,387 | 1,387 | 0 | 0 | Unverändert | 0,0% | |
| GAMMA Investing LLC | 41,904 | 0 | 41,904 | 0 | 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 (%) |
|---|---|---|---|
| Diversified Trust Co | 131 | 216,150 | 38.47 |
| ALBERT D MASON INC | 88,025 | 160,872 | 28.63 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 189,655 | 100,517 | 17.89 |
| Bath Savings Trust Co | 10,000 | 30,000 | 5.34 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1,554 | 27,193 | 4.84 |
| Byrne Asset Management LLC | 1,158 | 13,218 | 2.35 |
| FIRST NATIONAL TRUST CO | 510,991 | 8,022 | 1.43 |
| First Command Advisory Services, Inc. | 990 | 5,884 | 1.05 |
| NBC SECURITIES, INC. | 22 | 47 | 0.01 |
| Bank & Trust Co | 1,607 | 1 | 0.00 |
| NBT BANK N A /NY | 1,338 | 0 | 0.00 |
| PRIVATE TRUST CO NA | 1,399 | 0 | 0.00 |
| Sterling Capital Management LLC | 691 | 0 | 0.00 |
| Winch Advisory Services, LLC | 454 | 0 | 0.00 |
| Ascentis Wealth Management, LLC | 372 | 0 | 0.00 |
| Coston, McIsaac & Partners | 496 | 0 | 0.00 |
| Financial Gravity Asset Management, Inc. | 8 | 0 | 0.00 |
| FIRST FINANCIAL CORP /IN/ | 1,800 | 0 | 0.00 |
| Game Plan Financial Advisors, LLC | 100 | 0 | 0.00 |
| MassMutual Private Wealth & Trust, FSB | 1,387 | 0 | 0.00 |