MOTCO

Empfehlung

8,1
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
36.2
8 neu, 11 erhöht, -10804K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)

Score-Verlauf (90 Tage)

Stammdaten

Unternehmen

NameMOTCO
Ticker
CIK0001306333

Branche

SIC-Code
Beschreibung

Wertpapier

CUSIP
ISIN
Typ
Titel

Status

Zuletzt geprüft2026-03-20 22:22:00.527875

Fondsaktivität (letzte 3 Quartale)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Boston Common Asset Management, LLC125,380127,076-1,6969,944,201Reduziert-1,3%
Broderick Brian C395,700395,4982027,949,603Aufgestockt+0,1%
Redwood Wealth Management Group, LLC122,650121,5601,0906,391,428Aufgestockt+0,9%
Siena Capital Partners GP, LLC3,6623,66204,072,144Unverändert0,0%
RiverFront Investment Group, LLC55,593055,5931,232,628Neu+100,0%
Diversified Trust Co18,75925,176-6,417649,831Reduziert-25,5%
Kohmann Bosshard Financial Services, LLC11,133011,133494,589Neu+100,0%
Ancora Advisors LLC442893-451491,173Reduziert-50,5%
Meadowbrook Wealth Management, LLC16,631016,631460,836Neu+100,0%
Westside Investment Management, Inc.7,9198,002-83457,119Reduziert-1,0%
Grey Fox Wealth Advisors, LLC12,945012,945269,131Neu+100,0%
Ethos Financial Group, LLC14,059014,059160,976Neu+100,0%
Generali Investments CEE, investicni spolecnost, a.s.8,0008,0000132,160Unverändert0,0%
Brooklyn Investment Group1,92901,92985,308Neu+100,0%
Luminist Capital LLC1,3507,014-5,66427,054Reduziert-80,8%
Game Plan Financial Advisors, LLC180184,295Neu+100,0%
Coston, McIsaac & Partners15,58714,0251,562766Aufgestockt+11,1%
NVWM, LLC11,06111,0610334Unverändert0,0%
Motiv8 Investments LLC3,20203,202103Neu+100,0%
CROWLEY WEALTH MANAGEMENT, INC.2,5002,500090Unverändert0,0%
Trivant Custom Portfolio Group, LLC10,000010,0000Neu+100,0%
Hurley Capital, LLC10010000Unverändert0,0%

Insider-Transaktionen (12 Monate)

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Top-Fondshalter (aktuelles Quartal)

FondsAnteileWert (USD)Anteil (%)
Broderick Brian C395,7007,949,60338.52
Redwood Wealth Management Group, LLC122,6506,391,42830.97
Siena Capital Partners GP, LLC3,6624,072,14419.73
Diversified Trust Co18,759649,8313.15
Kohmann Bosshard Financial Services, LLC11,133494,5892.40
Ancora Advisors LLC442491,1732.38
Westside Investment Management, Inc.7,919457,1192.21
Generali Investments CEE, investicni spolecnost, a.s.8,000132,1600.64
Coston, McIsaac & Partners15,5877660.00
NVWM, LLC11,0613340.00
Motiv8 Investments LLC3,2021030.00