ROWLANDMILLER & PARTNERS.ADV

Empfehlung

10,5
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
46.6
7 neu, 9 erhöht, 305K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)

Score-Verlauf (90 Tage)

Stammdaten

Unternehmen

NameROWLANDMILLER & PARTNERS.ADV
Ticker
CIK0000225816

Branche

SIC-Code
Beschreibung

Wertpapier

CUSIP
ISIN
Typ
Titel

Status

Zuletzt geprüft2026-03-20 22:34:36.928863

Fondsaktivität (letzte 3 Quartale)

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Boston Common Asset Management, LLC42,06343,831-1,7682,429,155Reduziert-4,0%
ROWLANDMILLER & PARTNERS.ADV47,78344,3403,4431,289,030Aufgestockt+7,8%
FIRST MERCHANTS CORP7,1087,333-2251,127,421Reduziert-3,1%
CONFLUENCE INVESTMENT MANAGEMENT LLC19,52019,3921281,123,962Aufgestockt+0,7%
YOUSIF CAPITAL MANAGEMENT, LLC5,7905,7900371,544Unverändert0,0%
NORTH STAR ASSET MANAGEMENT INC2,2882,2880362,937Unverändert0,0%
Kohmann Bosshard Financial Services, LLC2,65502,655362,605Neu+100,0%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,2782,2753361,336Aufgestockt+0,1%
RHUMBLINE ADVISERS5,3883,9411,447310,228Aufgestockt+36,7%
Ethos Financial Group, LLC2,9473,739-792254,151Reduziert-21,2%
RFP Financial Group LLC2,33102,331201,024Neu+100,0%
Brooklyn Investment Group1,34601,34698,377Neu+100,0%
GAMMA Investing LLC1,5851,41517091,264Aufgestockt+12,0%
Copeland Capital Management, LLC75965310643,703Aufgestockt+16,2%
Salomon & Ludwin, LLC15996639,491Aufgestockt+65,6%
NBC SECURITIES, INC.696903,984Unverändert0,0%
IMA Advisory Services, Inc.15015863Neu+100,0%
THOMPSON INVESTMENT MANAGEMENT, INC.10100638Unverändert0,0%
PROFESSIONAL ADVISORY SERVICES INC1,97901,979289Neu+100,0%
Coston, McIsaac & Partners1,21557663957Aufgestockt+110,9%

Insider-Transaktionen (12 Monate)

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Top-Fondshalter (aktuelles Quartal)

FondsAnteileWert (USD)Anteil (%)
Boston Common Asset Management, LLC42,0632,429,15529.12
ROWLANDMILLER & PARTNERS.ADV47,7831,289,03015.45
FIRST MERCHANTS CORP7,1081,127,42113.51
CONFLUENCE INVESTMENT MANAGEMENT LLC19,5201,123,96213.47
YOUSIF CAPITAL MANAGEMENT, LLC5,790371,5444.45
NORTH STAR ASSET MANAGEMENT INC2,288362,9374.35
Kohmann Bosshard Financial Services, LLC2,655362,6054.35
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,278361,3364.33
RHUMBLINE ADVISERS5,388310,2283.72
Ethos Financial Group, LLC2,947254,1513.05
RFP Financial Group LLC2,331201,0242.41
GAMMA Investing LLC1,58591,2641.09
Copeland Capital Management, LLC75943,7030.52
Salomon & Ludwin, LLC1599,4910.11
NBC SECURITIES, INC.693,9840.05
IMA Advisory Services, Inc.158630.01
Coston, McIsaac & Partners1,215570.00