Empfehlung
19,7
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
87.4
126 neu, 68 erhöht, 115,0M $ 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 | Ancora Advisors LLC |
|---|---|
| Ticker | |
| CIK | 0001446114 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:27:35.534323 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Ancora Advisors LLC | 29,703,847 | 19,214,051 | 10,489,796 | 380,261,845 | Aufgestockt | +54,6% | |
| Douglas Lane & Associates, LLC | 3,406,743 | 3,879,661 | -472,918 | 43,061,235 | Reduziert | -12,2% | |
| SVB WEALTH LLC | 520,944 | 407,897 | 113,047 | 27,866,540 | Aufgestockt | +27,7% | |
| Confluence Wealth Services, Inc. | 398,801 | 0 | 398,801 | 24,982,969 | Neu | +100,0% | |
| Azimuth Capital Investment Management LLC | 273,188 | 281,212 | -8,024 | 19,556,932 | Reduziert | -2,9% | |
| Capco Asset Management, LLC | 2,848,976 | 2,893,573 | -44,597 | 13,279,854 | Reduziert | -1,5% | |
| GoodHaven Capital Management, LLC | 556,708 | 556,645 | 63 | 10,727,721 | Aufgestockt | 0,0% | |
| Moloney Securities Asset Management, LLC | 757,456 | 733,492 | 23,964 | 10,400,342 | Aufgestockt | +3,3% | |
| Altrius Capital Management Inc | 300,772 | 295,983 | 4,789 | 10,015,707 | Aufgestockt | +1,6% | |
| Cardinal Capital Management, Inc. | 204,680 | 0 | 204,680 | 6,861,126 | Neu | +100,0% | |
| Sippican Capital Advisors | 88,779 | 84,105 | 4,674 | 4,864,773 | Aufgestockt | +5,6% | |
| Parvin Asset Management, LLC | 83,650 | 84,500 | -850 | 3,352,692 | Reduziert | -1,0% | |
| Curbstone Financial Management Corp | 136,898 | 136,898 | 0 | 2,251,972 | Unverändert | 0,0% | |
| Sequent Asset Management, LLC | 45,564 | 43,292 | 2,272 | 2,031,000 | Aufgestockt | +5,2% | |
| Rosenthal | Henry Capital Advisors, Inc. | 24,000 | 24,000 | 0 | 1,503,120 | Unverändert | 0,0% | |
| Mengis Capital Management, Inc. | 33,614 | 28,333 | 5,281 | 1,331,862 | Aufgestockt | +18,6% | |
| Corient IA LLC | 20,000 | 20,000 | 0 | 1,266,000 | Unverändert | 0,0% | |
| Pettee Investors, Inc. | 97,314 | 89,329 | 7,985 | 904,174 | Aufgestockt | +8,9% | |
| Pinnacle Wealth Management Advisory Group, LLC | 42,974 | 17,404 | 25,570 | 894,183 | Aufgestockt | +146,9% | |
| EdgeRock Capital LLC | 14,550 | 0 | 14,550 | 717,154 | Neu | +100,0% | |
| Siena Capital Partners GP, LLC | 367,501 | 367,501 | 0 | 643,127 | Unverändert | 0,0% | |
| Sageworth Trust Co | 31,844 | 23,795 | 8,049 | 626,690 | Aufgestockt | +33,8% | |
| CRA Financial Services, LLC | 8,842 | 0 | 8,842 | 553,904 | Neu | +100,0% | |
| Sandhill Capital Partners LLC | 4,143 | 4,143 | 0 | 314,247 | Unverändert | 0,0% | |
| Councilmark Asset Management, LLC | 9,752 | 0 | 9,752 | 228,294 | Neu | +100,0% | |
| Corundum Group, Inc. | 10,500 | 10,500 | 0 | 64,785 | Unverändert | 0,0% | |
| UBS Group AG | 613 | 150 | 463 | 25,959 | Aufgestockt | +308,7% | |
| Lesa Sroufe & Co | 363,977 | 362,850 | 1,127 | 12,637 | Aufgestockt | +0,3% | |
| OSAIC HOLDINGS, INC. | 179 | 0 | 179 | 10,997 | Neu | +100,0% | |
| Byrne Asset Management LLC | 63 | 0 | 63 | 10,708 | Neu | +100,0% | |
| Luminist Capital LLC | 400 | 0 | 400 | 6,370 | Neu | +100,0% | |
| NFC Investments, LLC | 263,723 | 0 | 263,723 | 4,847 | Neu | +100,0% | |
| Kohmann Bosshard Financial Services, LLC | 1,040 | 0 | 1,040 | 810 | Neu | +100,0% | |
| CROWLEY WEALTH MANAGEMENT, INC. | 38 | 38 | 0 | 561 | Unverändert | 0,0% | |
| United Financial Planning Group LLC | 11 | 0 | 11 | 550 | Neu | +100,0% | |
| SlateStone Wealth, LLC | 7,634 | 3,813 | 3,821 | 426 | Aufgestockt | +100,2% | |
| FSA Wealth Management LLC | 5 | 0 | 5 | 74 | Neu | +100,0% | |
| Bollard Group LLC | 3,373 | 0 | 3,373 | 22 | Neu | +100,0% | |
| CURIO WEALTH, LLC | 6 | 0 | 6 | 0 | Neu | +100,0% | |
| GAMMA Investing LLC | 500 | 500 | 0 | 0 | Unverändert | 0,0% | |
| Main Street Group, LTD | 26 | 0 | 26 | 0 | 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 (%) |
|---|---|---|---|
| Ancora Advisors LLC | 29,703,847 | 380,261,845 | 69.67 |
| Douglas Lane & Associates, LLC | 3,406,743 | 43,061,235 | 7.89 |
| SVB WEALTH LLC | 520,944 | 27,866,540 | 5.11 |
| Confluence Wealth Services, Inc. | 398,801 | 24,982,969 | 4.58 |
| Azimuth Capital Investment Management LLC | 273,188 | 19,556,932 | 3.58 |
| Capco Asset Management, LLC | 2,848,976 | 13,279,854 | 2.43 |
| GoodHaven Capital Management, LLC | 556,708 | 10,727,721 | 1.97 |
| Altrius Capital Management Inc | 300,772 | 10,015,707 | 1.84 |
| Sippican Capital Advisors | 88,779 | 4,864,773 | 0.89 |
| Curbstone Financial Management Corp | 136,898 | 2,251,972 | 0.41 |
| Sequent Asset Management, LLC | 45,564 | 2,031,000 | 0.37 |
| Rosenthal | Henry Capital Advisors, Inc. | 24,000 | 1,503,120 | 0.28 |
| Mengis Capital Management, Inc. | 33,614 | 1,331,862 | 0.24 |
| Pettee Investors, Inc. | 97,314 | 904,174 | 0.17 |
| Pinnacle Wealth Management Advisory Group, LLC | 42,974 | 894,183 | 0.16 |
| Siena Capital Partners GP, LLC | 367,501 | 643,127 | 0.12 |
| Sageworth Trust Co | 31,844 | 626,690 | 0.11 |
| CRA Financial Services, LLC | 8,842 | 553,904 | 0.10 |
| Sandhill Capital Partners LLC | 4,143 | 314,247 | 0.06 |
| Corundum Group, Inc. | 10,500 | 64,785 | 0.01 |