First seen by DFX
Sep 12, 2026
date not stated
MAI Capital Management named as in-care-of on Michael Ann & Saquon Barkley Hope Foundation ($352,851 in assets)
First seen by DFX
Sep 12, 2026
date not stated
MAI Capital Management: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 109807, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
MAI Capital Management reported $17,718,684,392 across 5019 13(f) positions for the quarter ended 2026-03-31
MAI Capital Management reduced Innovator Etfs Trust 167,230 -> 89,870 shares ($9,685,952 -> $5,065,522)
MAI Capital Management reduced Sprott Asset Management LP 95,676 -> 15,872 shares ($2,262,738 -> $387,119)
MAI Capital Management reduced Innovator Etfs Trust 165,010 -> 85,585 shares ($7,247,230 -> $3,689,549)
MAI Capital Management reduced Cbre Group Inc 102,361 -> 67,226 shares ($16,458,682 -> $9,106,482)
MAI Capital Management reduced First Tr Exchng Traded Fd VI 109,143 -> 79,528 shares ($4,284,955 -> $3,078,331)
MAI Capital Management exited Olympic Steel Inc (was $5,384,749, 125,856 shares)
MAI Capital Management opened a $2,536,296 position in Astrazeneca Plc (12,860 shares)
MAI Capital Management increased Prudential Finl Inc 13,230 -> 20,683 shares ($1,493,363 -> $2,020,489)
MAI Capital Management reduced Adobe Inc 62,211 -> 41,218 shares ($21,773,182 -> $10,019,358)
MAI Capital Management reduced Alphabet Inc 9,700 -> 6,500 shares ($3,043,860 -> $1,864,590)
MAI Capital Management reduced Elevance Health Inc Formerly 44,512 -> 9,021 shares ($15,603,675 -> $2,640,865)
MAI Capital Management reduced ETF Ser Solutions 616,761 -> 379,953 shares ($26,952,472 -> $15,942,815)
MAI Capital Management increased First Tr Exchng Traded Fd VI 19,925 -> 79,328 shares ($827,486 -> $3,259,588)
MAI Capital Management reduced Ishares Tr 193,401 -> 124,653 shares ($16,017,438 -> $10,292,616)
MAI Capital Management opened a $3,593,076 position in Unum Group (49,200 shares)
MAI Capital Management increased United Parcel Svcs Inc 157,640 -> 253,498 shares ($15,636,277 -> $24,939,087)
MAI Capital Management increased Vanguard Whitehall Fds 66,087 -> 84,336 shares ($5,947,808 -> $7,947,844)
MAI Capital Management increased Innovator Etfs Trust 4,159 -> 160,075 shares ($122,747 -> $4,703,004)
MAI Capital Management increased Innovator Etfs Trust 48,891 -> 125,427 shares ($2,685,094 -> $6,694,039)
MAI Capital Management increased Blackrock Etf Trust II 3,594 -> 1,344,398 shares ($189,634 -> $69,814,585)
MAI Capital Management increased Putnam Etf Trust 232,230 -> 375,022 shares ($10,582,722 -> $17,401,043)
MAI Capital Management increased Vistra Corp 1,507 -> 15,633 shares ($243,162 -> $2,350,170)
MAI Capital Management increased Berkshire Hathaway Inc Del 263,356 -> 371,776 shares ($132,376,037 -> $178,154,859)
MAI Capital Management increased Innovator Etfs Trust 39,280 -> 59,166 shares ($1,599,419 -> $2,372,537)
MAI Capital Management increased Innovator Etfs Trust 62,722 -> 140,634 shares ($2,949,189 -> $6,487,447)
MAI Capital Management increased Western Digital Corp 5,008 -> 8,067 shares ($862,805 -> $2,182,011)
MAI Capital Management increased Williams Cos Inc 57,889 -> 230,632 shares ($3,479,683 -> $16,785,428)
MAI Capital Management reduced Unitedhealth Group Inc 194,829 -> 61,301 shares ($64,314,937 -> $16,587,361)
MAI Capital Management reduced First Tr Exchng Traded Fd VI 455,359 -> 295,751 shares ($17,640,608 -> $11,271,071)
MAI Capital Management increased Boston Scientific Corp 161,439 -> 330,209 shares ($15,393,178 -> $20,720,643)
MAI Capital Management increased Kimberly-Clark Corp 144,822 -> 219,595 shares ($14,611,094 -> $21,184,299)
MAI Capital Management increased Tidal Trust II 161,909 -> 257,757 shares ($3,377,427 -> $5,350,139)
MAI Capital Management increased Trane Technologies Plc 7,851 -> 12,884 shares ($3,055,654 -> $5,369,178)
MAI Capital Management increased Capital Group Growth Etf 145,141 -> 185,969 shares ($6,454,412 -> $7,474,109)
MAI Capital Management increased General Mills Inc 39,501 -> 58,786 shares ($1,836,803 -> $2,188,028)
MAI Capital Management reduced Ishares Tr 49,093 -> 6,370 shares ($2,653,477 -> $298,371)
MAI Capital Management increased Huntington Bancshares Inc 80,870 -> 171,808 shares ($1,403,095 -> $2,688,802)