Empfehlung
18,4
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
81.8
42 neu, 65 erhöht, 246,9M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | MAI Capital Management |
|---|---|
| Ticker | |
| CIK | 0001040197 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:39:35.506435 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Sageworth Trust Co | 4,366,883 | 2,079,301 | 2,287,582 | 184,567,468 | Aufgestockt | +110,0% | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,985,122 | 0 | 4,985,122 | 160,900,303 | Neu | +100,0% | |
| Ancora Advisors LLC | 2,004,787 | 1,759,084 | 245,703 | 90,902,321 | Aufgestockt | +14,0% | |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 362,625 | 299,950 | 62,675 | 59,838,030 | Aufgestockt | +20,9% | |
| AMI ASSET MANAGEMENT CORP | 115,327 | 0 | 115,327 | 46,924,315 | Neu | +100,0% | |
| Moloney Securities Asset Management, LLC | 1,642,210 | 6,979,860 | -5,337,650 | 27,860,422 | Reduziert | -76,5% | |
| Azimuth Capital Investment Management LLC | 313,471 | 260,551 | 52,920 | 25,983,943 | Aufgestockt | +20,3% | |
| EdgeRock Capital LLC | 344,481 | 0 | 344,481 | 18,087,310 | Neu | +100,0% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 625,327 | 446,872 | 178,455 | 15,603,481 | Aufgestockt | +39,9% | |
| BBR PARTNERS, LLC | 214,324 | 221,326 | -7,002 | 14,484,926 | Reduziert | -3,2% | |
| Summit Creek Advisors LLC | 887,042 | 924,828 | -37,786 | 13,759,977 | Reduziert | -4,1% | |
| NORTH STAR ASSET MANAGEMENT INC | 224,335 | 227,624 | -3,289 | 13,397,611 | Reduziert | -1,4% | |
| Sageworth Trust Co of South Dakota | 289,509 | 200,610 | 88,899 | 12,872,573 | Aufgestockt | +44,3% | |
| SVB WEALTH LLC | 257,364 | 277,097 | -19,733 | 11,549,356 | Reduziert | -7,1% | |
| Belpointe Asset Management LLC | 391,114 | 353,976 | 37,138 | 10,829,947 | Aufgestockt | +10,5% | |
| MITCHELL CAPITAL MANAGEMENT CO | 80,518 | 88,556 | -8,038 | 9,726,863 | Reduziert | -9,1% | |
| Chicago Partners Investment Group LLC | 243,452 | 164,361 | 79,091 | 6,758,230 | Aufgestockt | +48,1% | |
| Marex Group plc | 311,787 | 150,000 | 161,787 | 6,503,877 | Aufgestockt | +107,9% | |
| Private Advisor Group, LLC | 210,317 | 194,753 | 15,564 | 5,823,678 | Aufgestockt | +8,0% | |
| RHUMBLINE ADVISERS | 410,431 | 1,016,557 | -606,126 | 5,581,401 | Reduziert | -59,6% | |
| KINGSWOOD WEALTH ADVISORS, LLC | 177,773 | 83,567 | 94,206 | 4,633,691 | Aufgestockt | +112,7% | |
| Reyes Financial Architecture, Inc. | 157,288 | 310,415 | -153,127 | 4,355,294 | Reduziert | -49,3% | |
| Aurora Investment Counsel | 281,269 | 0 | 281,269 | 4,141,068 | Neu | +100,0% | |
| GREAT LAKES ADVISORS, LLC | 6,704 | 6,313 | 391 | 3,931,225 | Aufgestockt | +6,2% | |
| MAI Capital Management | 182,447 | 4,528 | 177,919 | 3,654,784 | Aufgestockt | +3929,3% | |
| IFP Advisors, Inc | 115,169 | 120,462 | -5,293 | 3,189,030 | Reduziert | -4,4% | |
| Ramirez Asset Management, Inc. | 158,959 | 167,854 | -8,895 | 3,141,003 | Reduziert | -5,3% | |
| Pinnacle Wealth Management Advisory Group, LLC | 35,487 | 16,467 | 19,020 | 2,885,351 | Aufgestockt | +115,5% | |
| Generali Investments CEE, investicni spolecnost, a.s. | 122,870 | 122,870 | 0 | 2,225,197 | Unverändert | 0,0% | |
| AUXIER ASSET MANAGEMENT LLC | 86,515 | 87,215 | -700 | 1,680,795 | Reduziert | -0,8% | |
| Ativo Capital Management LLC | 71,650 | 76,569 | -4,919 | 1,590,698 | Reduziert | -6,4% | |
| Independent Wealth Network Inc. | 56,931 | 0 | 56,931 | 1,576,419 | Neu | +100,0% | |
| Conestoga Capital Advisors, LLC | 66,835 | 63,520 | 3,315 | 1,494,432 | Aufgestockt | +5,2% | |
| GAMMA Investing LLC | 74,776 | 64,530 | 10,246 | 1,457,139 | Aufgestockt | +15,9% | |
| DB Fitzpatrick & Co, Inc | 236,320 | 0 | 236,320 | 1,344,661 | Neu | +100,0% | |
| Sequent Asset Management, LLC | 19,177 | 19,177 | 0 | 1,294,000 | Unverändert | 0,0% | |
| Legacy Wealth Managment, LLC/ID | 56,702 | 55,710 | 992 | 1,182,805 | Aufgestockt | +1,8% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 24,390 | 36,493 | -12,103 | 1,126,055 | Reduziert | -33,2% | |
| Farther Finance Advisors, LLC | 40,258 | 0 | 40,258 | 1,114,753 | Neu | +100,0% | |
| Clear Creek Financial Management, LLC | 35,716 | 0 | 35,716 | 988,976 | Neu | +100,0% | |
| Strategic Blueprint, LLC | 34,321 | 11,593 | 22,728 | 950,342 | Aufgestockt | +196,0% | |
| JANE STREET GROUP, LLC | 46,896 | 39,317 | 7,579 | 943,190 | Aufgestockt | +19,3% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,356 | 36,198 | -12,842 | 754,345 | Reduziert | -35,5% | |
| CHICAGO TRUST Co NA | 1,172 | 1,243 | -71 | 694,324 | Reduziert | -5,7% | |
| Measured Risk Portfolios, Inc. | 23,384 | 12,436 | 10,948 | 647,493 | Aufgestockt | +88,0% | |
| OLD MISSION CAPITAL LLC | 17,949 | 25,258 | -7,309 | 579,711 | Reduziert | -28,9% | |
| Advisory Services Network, LLC | 16,807 | 16,917 | -110 | 542,828 | Reduziert | -0,7% | |
| Atria Investments, Inc | 16,516 | 16,626 | -110 | 533,429 | Reduziert | -0,7% | |
| RFG Advisory, LLC | 18,273 | 0 | 18,273 | 505,979 | Neu | +100,0% | |
| Curbstone Financial Management Corp | 10,708 | 10,608 | 100 | 470,459 | Aufgestockt | +0,9% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Sageworth Trust Co | 4,366,883 | 184,567,468 | 26.16 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,985,122 | 160,900,303 | 22.81 |
| Ancora Advisors LLC | 2,004,787 | 90,902,321 | 12.89 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 362,625 | 59,838,030 | 8.48 |
| Azimuth Capital Investment Management LLC | 313,471 | 25,983,943 | 3.68 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 625,327 | 15,603,481 | 2.21 |
| BBR PARTNERS, LLC | 214,324 | 14,484,926 | 2.05 |
| Summit Creek Advisors LLC | 887,042 | 13,759,977 | 1.95 |
| NORTH STAR ASSET MANAGEMENT INC | 224,335 | 13,397,611 | 1.90 |
| Sageworth Trust Co of South Dakota | 289,509 | 12,872,573 | 1.82 |
| SVB WEALTH LLC | 257,364 | 11,549,356 | 1.64 |
| Belpointe Asset Management LLC | 391,114 | 10,829,947 | 1.54 |
| MITCHELL CAPITAL MANAGEMENT CO | 80,518 | 9,726,863 | 1.38 |
| Chicago Partners Investment Group LLC | 243,452 | 6,758,230 | 0.96 |
| Marex Group plc | 311,787 | 6,503,877 | 0.92 |
| Private Advisor Group, LLC | 210,317 | 5,823,678 | 0.83 |
| RHUMBLINE ADVISERS | 410,431 | 5,581,401 | 0.79 |
| KINGSWOOD WEALTH ADVISORS, LLC | 177,773 | 4,633,691 | 0.66 |
| Reyes Financial Architecture, Inc. | 157,288 | 4,355,294 | 0.62 |
| Aurora Investment Counsel | 281,269 | 4,141,068 | 0.59 |