Empfehlung
13,4
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
59.6
8 neu, 4 erhöht, 12,9M $ 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 | CIBC Private Wealth Group LLC |
|---|---|
| Ticker | |
| CIK | 0001298088 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:21:59.015804 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| SCHARF INVESTMENTS, LLC | 2,659,431 | 2,488,761 | 170,670 | 108,881,081 | Aufgestockt | +6,9% | |
| Ancora Advisors LLC | 289,185 | 41,009 | 248,176 | 3,446,899 | Aufgestockt | +605,2% | |
| BBR PARTNERS, LLC | 195,689 | 325,095 | -129,406 | 3,275,834 | Reduziert | -39,8% | |
| Aurora Investment Counsel | 67,192 | 0 | 67,192 | 2,512,981 | Neu | +100,0% | |
| HWG Holdings LP | 36,043 | 0 | 36,043 | 1,235,194 | Neu | +100,0% | |
| Focus Partners Wealth | 20,216 | 20,558 | -342 | 827,662 | Reduziert | -1,7% | |
| Corient IA LLC | 30,000 | 30,000 | 0 | 448,200 | Unverändert | 0,0% | |
| Azimuth Capital Investment Management LLC | 3,000 | 3,000 | 0 | 422,490 | Unverändert | 0,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,319 | 0 | 31,319 | 412,158 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 18,281 | 0 | 18,281 | 240,578 | Neu | +100,0% | |
| Moloney Securities Asset Management, LLC | 5,172 | 6,293 | -1,121 | 233,812 | Reduziert | -17,8% | |
| Litman Gregory Wealth Management LLC | 5,301 | 5,301 | 0 | 217,031 | Unverändert | 0,0% | |
| SVB WEALTH LLC | 14,167 | 13,839 | 328 | 166,179 | Aufgestockt | +2,4% | |
| Farther Finance Advisors, LLC | 1,750 | 0 | 1,750 | 71,648 | Neu | +100,0% | |
| CIBC Private Wealth Group LLC | 1,675 | 1,675 | 0 | 68,549 | Unverändert | 0,0% | |
| UBS Group AG | 575 | 31,351 | -30,776 | 23,541 | Reduziert | -98,2% | |
| Bollard Group LLC | 16,924 | 0 | 16,924 | 1,427 | Neu | +100,0% | |
| Virtu Financial LLC | 18,002 | 35,925 | -17,923 | 737 | Reduziert | -49,9% | |
| Brick & Kyle, Associates | 44,046 | 44,289 | -243 | 418 | Reduziert | -0,5% | |
| SIMPLEX TRADING, LLC | 100 | 0 | 100 | 1 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| SCHARF INVESTMENTS, LLC | 2,659,431 | 108,881,081 | 89.97 |
| Ancora Advisors LLC | 289,185 | 3,446,899 | 2.85 |
| BBR PARTNERS, LLC | 195,689 | 3,275,834 | 2.71 |
| Aurora Investment Counsel | 67,192 | 2,512,981 | 2.08 |
| Focus Partners Wealth | 20,216 | 827,662 | 0.68 |
| Corient IA LLC | 30,000 | 448,200 | 0.37 |
| Azimuth Capital Investment Management LLC | 3,000 | 422,490 | 0.35 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,319 | 412,158 | 0.34 |
| JANE STREET GROUP, LLC | 18,281 | 240,578 | 0.20 |
| Litman Gregory Wealth Management LLC | 5,301 | 217,031 | 0.18 |
| SVB WEALTH LLC | 14,167 | 166,179 | 0.14 |
| Farther Finance Advisors, LLC | 1,750 | 71,648 | 0.06 |
| CIBC Private Wealth Group LLC | 1,675 | 68,549 | 0.06 |
| UBS Group AG | 575 | 23,541 | 0.02 |
| Virtu Financial LLC | 18,002 | 737 | 0.00 |
| Brick & Kyle, Associates | 44,046 | 418 | 0.00 |