Empfehlung
13,5
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
59.9
15 neu, 49 erhöht, 16,2M $ 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 | NEVILLE RODIE & SHAW INC |
|---|---|
| Ticker | |
| CIK | 0000071210 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:33:21.155095 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Vestwell Advisors, LLC | 1,533,260 | 0 | 1,533,260 | 103,643,702 | Neu | +100,0% | |
| FIRST MERCHANTS CORP | 1,751,906 | 1,843,853 | -91,947 | 62,764,499 | Reduziert | -5,0% | |
| DRW Securities, LLC | 100,038 | 638,228 | -538,190 | 17,346,589 | Reduziert | -84,3% | |
| Boston Common Asset Management, LLC | 509,092 | 554,587 | -45,495 | 9,600,369 | Reduziert | -8,2% | |
| Wealth Group Ltd | 620,022 | 0 | 620,022 | 6,460,629 | Neu | +100,0% | |
| Canopy Partners, LLC | 240,107 | 224,165 | 15,942 | 6,024,306 | Aufgestockt | +7,1% | |
| Fairfield Financial Advisors, LTD | 118,063 | 111,738 | 6,325 | 5,819,475 | Aufgestockt | +5,7% | |
| NORTH STAR ASSET MANAGEMENT INC | 98,045 | 105,578 | -7,533 | 3,622,005 | Reduziert | -7,1% | |
| STALEY CAPITAL ADVISERS INC | 35,759 | 33,477 | 2,282 | 2,650,820 | Aufgestockt | +6,8% | |
| Atlatl Advisers LLC | 76,966 | 75,106 | 1,860 | 1,931,075 | Aufgestockt | +2,5% | |
| Ethos Financial Group, LLC | 47,672 | 54,095 | -6,423 | 1,835,507 | Reduziert | -11,9% | |
| Dempze Nancy E | 34,862 | 60,354 | -25,492 | 1,355,554 | Reduziert | -42,2% | |
| MOODY LYNN & LIEBERSON, LLC | 39,121 | 42,075 | -2,954 | 1,177,746 | Reduziert | -7,0% | |
| CENTRAL BANK & TRUST CO | 42,956 | 42,956 | 0 | 1,043,835 | Unverändert | 0,0% | |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 32,889 | 32,889 | 0 | 966,562 | Unverändert | 0,0% | |
| Grey Fox Wealth Advisors, LLC | 74,640 | 75,398 | -758 | 965,707 | Reduziert | -1,0% | |
| Kohmann Bosshard Financial Services, LLC | 13,606 | 0 | 13,606 | 884,052 | Neu | +100,0% | |
| Brooklyn Investment Group | 32,547 | 0 | 32,547 | 796,880 | Neu | +100,0% | |
| NORTHSTAR ASSET MANAGEMENT Co | 29,301 | 29,514 | -213 | 762,901 | Reduziert | -0,7% | |
| RiverFront Investment Group, LLC | 12,382 | 0 | 12,382 | 756,085 | Neu | +100,0% | |
| Sequent Asset Management, LLC | 20,953 | 20,308 | 645 | 733,000 | Aufgestockt | +3,2% | |
| BIP Wealth, LLC | 23,281 | 11,571 | 11,710 | 579,006 | Aufgestockt | +101,2% | |
| Hurley Capital, LLC | 8,090 | 0 | 8,090 | 576,771 | Neu | +100,0% | |
| CARDEROCK CAPITAL MANAGEMENT INC | 11,195 | 11,195 | 0 | 571,168 | Unverändert | 0,0% | |
| Diversified Trust Co | 7,488 | 3,372 | 4,116 | 555,165 | Aufgestockt | +122,1% | |
| Arvest Bank Trust Division | 3,788 | 3,788 | 0 | 468,226 | Unverändert | 0,0% | |
| ROWLANDMILLER & PARTNERS.ADV | 6,348 | 6,152 | 196 | 385,980 | Aufgestockt | +3,2% | |
| Estabrook Capital Management | 6,804 | 6,221 | 583 | 373,040 | Aufgestockt | +9,4% | |
| Private Capital Advisors, Inc. | 5,029 | 4,715 | 314 | 355,091 | Aufgestockt | +6,7% | |
| RFP Financial Group LLC | 2,860 | 0 | 2,860 | 353,473 | Neu | +100,0% | |
| TOWER BRIDGE ADVISORS | 8,997 | 8,413 | 584 | 337,304 | Aufgestockt | +6,9% | |
| Redwood Wealth Management Group, LLC | 10,677 | 9,515 | 1,162 | 300,889 | Aufgestockt | +12,2% | |
| GREAT LAKES ADVISORS, LLC | 11,274 | 11,274 | 0 | 273,953 | Unverändert | 0,0% | |
| Transce3nd, LLC | 23,414 | 30,621 | -7,207 | 245,845 | Reduziert | -23,5% | |
| NBC SECURITIES, INC. | 9,588 | 9,385 | 203 | 244,786 | Aufgestockt | +2,2% | |
| Westside Investment Management, Inc. | 3,174 | 3,007 | 167 | 226,474 | Aufgestockt | +5,6% | |
| Notis-McConarty Edward | 6,902 | 6,902 | 0 | 221,776 | Unverändert | 0,0% | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1,259 | 1,252 | 7 | 216,553 | Aufgestockt | +0,6% | |
| PUZO MICHAEL J | 1,700 | 1,700 | 0 | 210,086 | Unverändert | 0,0% | |
| BURKETT FINANCIAL SERVICES, LLC | 8,190 | 0 | 8,190 | 110,495 | Neu | +100,0% | |
| Luminist Capital LLC | 2,212 | 3,761 | -1,549 | 66,626 | Reduziert | -41,2% | |
| Game Plan Financial Advisors, LLC | 302 | 293 | 9 | 41,520 | Aufgestockt | +3,1% | |
| NEVILLE RODIE & SHAW INC | 1,160,917 | 1,137,280 | 23,637 | 32,504 | Aufgestockt | +2,1% | |
| Front Street Capital Management, Inc. | 39,832 | 0 | 39,832 | 2,545 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 17,038 | 29,989 | -12,951 | 1,038 | Reduziert | -43,2% | |
| Lester Murray Antman dba SimplyRich | 3,078 | 0 | 3,078 | 600 | Neu | +100,0% | |
| Motiv8 Investments LLC | 11,722 | 0 | 11,722 | 193 | Neu | +100,0% | |
| GRACE & WHITE INC /NY | 37,500 | 42,638 | -5,138 | 0 | Reduziert | -12,1% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Vestwell Advisors, LLC | 1,533,260 | 103,643,702 | 49.12 |
| FIRST MERCHANTS CORP | 1,751,906 | 62,764,499 | 29.75 |
| DRW Securities, LLC | 100,038 | 17,346,589 | 8.22 |
| Fairfield Financial Advisors, LTD | 118,063 | 5,819,475 | 2.76 |
| NORTH STAR ASSET MANAGEMENT INC | 98,045 | 3,622,005 | 1.72 |
| STALEY CAPITAL ADVISERS INC | 35,759 | 2,650,820 | 1.26 |
| Ethos Financial Group, LLC | 47,672 | 1,835,507 | 0.87 |
| Dempze Nancy E | 34,862 | 1,355,554 | 0.64 |
| MOODY LYNN & LIEBERSON, LLC | 39,121 | 1,177,746 | 0.56 |
| CENTRAL BANK & TRUST CO | 42,956 | 1,043,835 | 0.49 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 32,889 | 966,562 | 0.46 |
| Grey Fox Wealth Advisors, LLC | 74,640 | 965,707 | 0.46 |
| Kohmann Bosshard Financial Services, LLC | 13,606 | 884,052 | 0.42 |
| NORTHSTAR ASSET MANAGEMENT Co | 29,301 | 762,901 | 0.36 |
| Sequent Asset Management, LLC | 20,953 | 733,000 | 0.35 |
| BIP Wealth, LLC | 23,281 | 579,006 | 0.27 |
| Diversified Trust Co | 7,488 | 555,165 | 0.26 |
| Arvest Bank Trust Division | 3,788 | 468,226 | 0.22 |
| ROWLANDMILLER & PARTNERS.ADV | 6,348 | 385,980 | 0.18 |
| Estabrook Capital Management | 6,804 | 373,040 | 0.18 |