Empfehlung
6,4
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
28.3
8 neu, 1 erhöht, -35378K $ 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 | OGOREK ANTHONY JOSEPH /NY/ /ADV |
|---|---|
| Ticker | |
| CIK | 0000714364 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:25:25.163524 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Prodigy Asset Management LLC | 46 | 46 | 0 | 34,693,200 | Unverändert | 0,0% | |
| Unconventional Investor, LLC | 7 | 0 | 7 | 5,101,600 | Neu | +100,0% | |
| Siena Capital Partners GP, LLC | 876 | 876 | 0 | 1,550,520 | Unverändert | 0,0% | |
| Tradewinds, LLC. | 500 | 500 | 0 | 880,000 | Unverändert | 0,0% | |
| Kathleen S. Wright Associates Inc. | 1 | 1 | 0 | 751,045 | Unverändert | 0,0% | |
| Diversified Trust Co | 186 | 217 | -31 | 327,360 | Reduziert | -14,3% | |
| QUEST INVESTMENT MANAGEMENT LLC | 11,298 | 14,798 | -3,500 | 211,837 | Reduziert | -23,7% | |
| ALBERT D MASON INC | 90,583 | 93,672 | -3,089 | 194,257 | Reduziert | -3,3% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 189,920 | 207,440 | -17,520 | 100,658 | Reduziert | -8,4% | |
| ORG Partners LLC | 5,500 | 10,227 | -4,727 | 99,495 | Reduziert | -46,2% | |
| NBC SECURITIES, INC. | 4,932 | 4,860 | 72 | 88,830 | Aufgestockt | +1,5% | |
| SSA SWISS ADVISORS AG | 710 | 0 | 710 | 54,228 | Neu | +100,0% | |
| Vermillion & White Wealth Management Group, LLC | 17,911 | 0 | 17,911 | 49,596 | Neu | +100,0% | |
| Bath Savings Trust Co | 10,000 | 10,000 | 0 | 30,000 | Unverändert | 0,0% | |
| VSM Wealth Advisory, LLC | 275 | 1 | 274 | 26,851 | Aufgestockt | +27400,0% | |
| Byrne Asset Management LLC | 1,158 | 1,158 | 0 | 14,103 | Unverändert | 0,0% | |
| Mn Services Vermogensbeheer B.V. | 79,289 | 77,900 | 1,389 | 5,714 | Aufgestockt | +1,8% | |
| Heritage Wealth Advisors | 356 | 356 | 0 | 886 | Unverändert | 0,0% | |
| Lesa Sroufe & Co | 1 | 1 | 0 | 755 | Unverändert | 0,0% | |
| CROWLEY WEALTH MANAGEMENT, INC. | 480 | 100 | 380 | 279 | Aufgestockt | +380,0% | |
| CURIO WEALTH, LLC | 39 | 8 | 31 | 145 | Aufgestockt | +387,5% | |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 230,538 | 230,538 | 0 | 23 | Unverändert | 0,0% | |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 55,178 | 3,705 | 51,473 | 21 | Aufgestockt | +1389,3% | |
| Bank & Trust Co | 1,607 | 1,607 | 0 | 1 | Unverändert | 0,0% | |
| Strengthening Families & Communities, LLC | 778 | 0 | 778 | 0 | Neu | +100,0% | |
| AMERIFLEX GROUP, INC. | 400 | 0 | 400 | 0 | Neu | +100,0% | |
| CoreFirst Bank & Trust | 370 | 0 | 370 | 0 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 496 | 496 | 0 | 0 | Unverändert | 0,0% | |
| Financial Avengers, Inc. | 367 | 367 | 0 | 0 | Unverändert | 0,0% | |
| Game Plan Financial Advisors, LLC | 100 | 100 | 0 | 0 | Unverändert | 0,0% | |
| GAMMA Investing LLC | 41,904 | 42,012 | -108 | 0 | Reduziert | -0,3% | |
| LSV ASSET MANAGEMENT | 700 | 700 | 0 | 0 | Unverändert | 0,0% | |
| Luminist Capital LLC | 50 | 0 | 50 | 0 | Neu | +100,0% | |
| Motiv8 Investments LLC | 2,519 | 0 | 2,519 | 0 | Neu | +100,0% | |
| Murphy & Mullick Capital Management Corp | 11 | 11 | 0 | 0 | Unverändert | 0,0% | |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 32,465 | 32,465 | 0 | 0 | Unverändert | 0,0% | |
| ORG Wealth Partners, LLC | 372 | 372 | 0 | 0 | Unverändert | 0,0% | |
| PRIVATE TRUST CO NA | 1,399 | 1,399 | 0 | 0 | Unverändert | 0,0% | |
| Ransom Advisory, Ltd | 500 | 500 | 0 | 0 | Unverändert | 0,0% | |
| Riverview Trust Co | 800 | 800 | 0 | 0 | Unverändert | 0,0% | |
| Salomon & Ludwin, LLC | 230 | 230 | 0 | 0 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Siena Capital Partners GP, LLC | 876 | 1,550,520 | 44.24 |
| Tradewinds, LLC. | 500 | 880,000 | 25.11 |
| Diversified Trust Co | 186 | 327,360 | 9.34 |
| QUEST INVESTMENT MANAGEMENT LLC | 11,298 | 211,837 | 6.04 |
| ALBERT D MASON INC | 90,583 | 194,257 | 5.54 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 189,920 | 100,658 | 2.87 |
| ORG Partners LLC | 5,500 | 99,495 | 2.84 |
| NBC SECURITIES, INC. | 4,932 | 88,830 | 2.53 |
| Bath Savings Trust Co | 10,000 | 30,000 | 0.86 |
| Byrne Asset Management LLC | 1,158 | 14,103 | 0.40 |
| Mn Services Vermogensbeheer B.V. | 79,289 | 5,714 | 0.16 |
| Heritage Wealth Advisors | 356 | 886 | 0.03 |
| Lesa Sroufe & Co | 1 | 755 | 0.02 |
| CURIO WEALTH, LLC | 39 | 145 | 0.00 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 230,538 | 23 | 0.00 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 55,178 | 21 | 0.00 |
| Bank & Trust Co | 1,607 | 1 | 0.00 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 32,465 | 0 | 0.00 |
| Motiv8 Investments LLC | 2,519 | 0 | 0.00 |
| LSV ASSET MANAGEMENT | 700 | 0 | 0.00 |