Empfehlung
9,0
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
40.1
2 neu, 6 erhöht, 601K $ 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 | KELLY LAWRENCE W & ASSOCIATES INC/CA |
|---|---|
| Ticker | |
| CIK | 0000920441 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:33:43.89019 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Arvest Bank Trust Division | 617,533 | 630,706 | -13,173 | 25,059,495 | Reduziert | -2,1% | |
| Redwood Wealth Management Group, LLC | 775,327 | 778,807 | -3,480 | 5,702,569 | Reduziert | -0,4% | |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 155,385 | 147,932 | 7,453 | 5,208,107 | Aufgestockt | +5,0% | |
| Ramirez Asset Management, Inc. | 377,986 | 362,196 | 15,790 | 4,879,615 | Aufgestockt | +4,4% | |
| REIK & CO., LLC | 4,203 | 4,663 | -460 | 1,927,748 | Reduziert | -9,9% | |
| Diversified Trust Co | 30,182 | 30,983 | -801 | 1,370,305 | Reduziert | -2,6% | |
| RHUMBLINE ADVISERS | 52,920 | 38,074 | 14,846 | 684,769 | Aufgestockt | +39,0% | |
| EVERETT HARRIS & CO /CA/ | 1,316 | 1,392 | -76 | 603,590 | Reduziert | -5,5% | |
| Fairfield Financial Advisors, LTD | 2,625 | 2,406 | 219 | 411,286 | Aufgestockt | +9,1% | |
| Ethos Financial Group, LLC | 1,517 | 1,502 | 15 | 237,650 | Aufgestockt | +1,0% | |
| Kohmann Bosshard Financial Services, LLC | 5,126 | 0 | 5,126 | 214,916 | Neu | +100,0% | |
| Westside Investment Management, Inc. | 4,124 | 4,124 | 0 | 187,643 | Unverändert | 0,0% | |
| Bard Financial Services, Inc. | 12,500 | 0 | 12,500 | 133,750 | Neu | +100,0% | |
| GAMMA Investing LLC | 7,262 | 7,357 | -95 | 93,970 | Reduziert | -1,3% | |
| Strengthening Families & Communities, LLC | 3,013 | 0 | 3,013 | 32,847 | Neu | +100,0% | |
| Murphy & Mullick Capital Management Corp | 2,486 | 2,486 | 0 | 32,169 | Unverändert | 0,0% | |
| Salomon & Ludwin, LLC | 798 | 798 | 0 | 10,645 | Unverändert | 0,0% | |
| Ancora Advisors LLC | 13 | 13 | 0 | 5,963 | Unverändert | 0,0% | |
| Brooklyn Investment Group | 61 | 0 | 61 | 657 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 2,768 | 2,761 | 7 | 125 | Aufgestockt | +0,3% | |
| Motiv8 Investments LLC | 977 | 0 | 977 | 44 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Arvest Bank Trust Division | 617,533 | 25,059,495 | 53.74 |
| Redwood Wealth Management Group, LLC | 775,327 | 5,702,569 | 12.23 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 155,385 | 5,208,107 | 11.17 |
| Ramirez Asset Management, Inc. | 377,986 | 4,879,615 | 10.46 |
| REIK & CO., LLC | 4,203 | 1,927,748 | 4.13 |
| Diversified Trust Co | 30,182 | 1,370,305 | 2.94 |
| RHUMBLINE ADVISERS | 52,920 | 684,769 | 1.47 |
| EVERETT HARRIS & CO /CA/ | 1,316 | 603,590 | 1.29 |
| Fairfield Financial Advisors, LTD | 2,625 | 411,286 | 0.88 |
| Ethos Financial Group, LLC | 1,517 | 237,650 | 0.51 |
| Kohmann Bosshard Financial Services, LLC | 5,126 | 214,916 | 0.46 |
| Westside Investment Management, Inc. | 4,124 | 187,643 | 0.40 |
| GAMMA Investing LLC | 7,262 | 93,970 | 0.20 |
| Murphy & Mullick Capital Management Corp | 2,486 | 32,169 | 0.07 |
| Salomon & Ludwin, LLC | 798 | 10,645 | 0.02 |
| Ancora Advisors LLC | 13 | 5,963 | 0.01 |
| Coston, McIsaac & Partners | 2,768 | 125 | 0.00 |
| Motiv8 Investments LLC | 977 | 44 | 0.00 |