Fund Update: Capital Investment Advisors, LLC Just Disclosed New …

Capital Investment Advisors, LLC just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 12-31-2024 report period.

4%
OFF

Capital Investment Advisors LLC Raises Stock Holdings In

1 week from now

4 days ago · Capital Investment Advisors LLC raised its stake in shares of Public Storage (NYSE:PSA - Free Report) by 25.4% in the 4th quarter, according to the company in its most …

marketbeat.com

4%
OFF

Capital Investment Advisors LLC Raises Holdings In ArrowMark …

1 week from now

Oct 21, 2024 · Capital Investment Advisors LLC increased its holdings in ArrowMark Financial Corp. (NASDAQ:BANX – Free Report) by 4.4% in the third quarter, according to its most …

americanbankingnews.com

$5260660983
OFF

CAPITAL INVESTMENT ADVISORS, LLC Top 13F Holdings

1 week from now

Capital Investment Advisors is a large advisory firm with 4385 clients and discretionary assets under management (AUM) of $5,260,660,983 (Form ADV from 2024-10-28). Their last …

whalewisdom.com

$655000
OFF

Capital Investment Advisors LLC Sells 304,386 Shares Of HP Inc.

1 week from now

Oct 21, 2024 · Capital Investment Advisors LLC's holdings in HP were worth $655,000 as of its most recent filing with the Securities and Exchange Commission (SEC). ... Shares of HPQ …

longportapp.com

$597000
OFF

Capital Investment Advisors LLC Raises Stock Holdings In Intuitive ...

1 week from now

1 day ago · Capital Investment Advisors LLC Has $597,000 Stock Holdings in BlackRock Debt Strategies Fund, Inc. (NYSE:DSU) FT Vest U.S. Equity Buffer ETF – October (BATS:FOCT) …

etfdailynews.com

$440000
OFF

Capital Investment Advisors LLC Has $440,000 Stock Position In …

1 week from now

1 day ago · Capital Investment Advisors LLC Has $597,000 Stock Holdings in BlackRock Debt Strategies Fund, Inc. (NYSE:DSU) FT Vest U.S. Equity Buffer ETF – October (BATS:FOCT) …

etfdailynews.com

1%
OFF

Capital Investment Advisors LLC Has $7.71 Million Stock Holdings …

1 week from now

4 days ago · Capital Investment Advisors LLC grew its stake in shares of Crown Castle Inc. (NYSE:CCI - Free Report) by 19.1% during the 4th quarter, according to its most recent 13F …

marketbeat.com

$597000
OFF

Capital Investment Advisors LLC Boosts Stock Position In Booking ...

1 week from now

1 day ago · Capital Investment Advisors LLC Has $597,000 Stock Holdings in BlackRock Debt Strategies Fund, Inc. (NYSE:DSU) FT Vest U.S. Equity Buffer ETF – October (BATS:FOCT) …

etfdailynews.com

1%
OFF

Capital Investment Advisors LLC Has $13.03 Million Stock Holdings …

1 week from now

4 days ago · Capital Investment Advisors LLC increased its position in shares of Costco Wholesale Co. (NASDAQ:COST - Free Report) by 6.1% during the fourth quarter, according to …

marketbeat.com

1%
OFF

Capital Investment Advisors LLC Trims Stock Holdings In Freeport ...

1 week from now

3 days ago · Capital Investment Advisors LLC lowered its position in shares of Freeport-McMoRan Inc. (NYSE:FCX - Free Report) by 16.1% in the 4th quarter, according to its most …

marketbeat.com

FAQs about Fund Update: Capital Investment Advisors, LLC Just Disclosed New … Coupon?

Who owns advisors Capital Management?

The merged firm became Advisors Capital Management, and it remains majority-owned by Lieberman. The firm’s senior economic advisor is Dr. Alan Greenspan, who served as the chairman of the U.S. Federal Reserve from 1987 to 2006. Advisors Capital Management provides most of the services that typical financial advisor firms do. ...

Who does advisors Capital Management work with?

Advisors Capital Management, LLC works with more non-high-net-worth individuals than high-net-worth individuals. Additionally, Advisors Capital Management works with pension and profit-sharing plans, businesses and charitable organizations. The account minimum at this Ridgewood-based firm varies depending on the type of account. ...

Who owns pathstone & Federal Street Advisors?

This firm was founded in 2016 through the merger of Pathstone Family Office (founded in 2010) and Federal Street Advisors (founded in 1991). It is principally owned by Pathstone Holdings, LLC and is family- and employee-owned. The firm’s services include: ...