Empfehlung
7,4
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
32.8
4 neu, 11 erhöht, -9985K $ 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 | CCM INVESTMENT ADVISERS LLC |
|---|---|
| Ticker | |
| CIK | 0000931097 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:33:45.407867 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 49,935,279 | 51,905,024 | -1,969,745 | 49,935,000 | Reduziert | -3,8% | |
| Redwood Wealth Management Group, LLC | 34,696,186 | 36,460,279 | -1,764,093 | 34,696,186 | Reduziert | -4,8% | |
| CCM INVESTMENT ADVISERS LLC | 293,034 | 400,077 | -107,043 | 28,753,923 | Reduziert | -26,8% | |
| Game Plan Financial Advisors, LLC | 10,708,437 | 6,021,934 | 4,686,503 | 10,708,437 | Aufgestockt | +77,8% | |
| Kohmann Bosshard Financial Services, LLC | 9,099,744 | 9,331,458 | -231,714 | 9,087,780 | Reduziert | -2,5% | |
| Coastwise Capital Group, LLC | 6,760,368 | 0 | 6,760,368 | 6,760,368 | Neu | +100,0% | |
| Trivant Custom Portfolio Group, LLC | 4,757,164 | 4,269,078 | 488,086 | 4,757,164 | Aufgestockt | +11,4% | |
| Westside Investment Management, Inc. | 4,105,989 | 4,430,346 | -324,357 | 4,105,989 | Reduziert | -7,3% | |
| Luminist Capital LLC | 1,507,657 | 0 | 1,507,657 | 1,507,657 | Neu | +100,0% | |
| Hurley Capital, LLC | 1,433,672 | 0 | 1,433,672 | 1,433,672 | Neu | +100,0% | |
| Dale Q Rice Investment Management Ltd | 816,834 | 840,771 | -23,937 | 816,834 | Reduziert | -2,8% | |
| PSI Advisors, LLC | 688,185 | 675,193 | 12,992 | 688,185 | Aufgestockt | +1,9% | |
| Fairfield Financial Advisors, LTD | 446,093 | 8,611,877 | -8,165,784 | 446,093 | Reduziert | -94,8% | |
| eCIO, Inc. | 363,291 | 0 | 363,291 | 363,291 | Neu | +100,0% | |
| Brooklyn Investment Group | 290,273 | 0 | 290,273 | 290,273 | Neu | +100,0% | |
| Financially Speaking Inc | 220,398 | 218,272 | 2,126 | 220,398 | Aufgestockt | +1,0% | |
| RFP Financial Group LLC | 114,307 | 135,712 | -21,405 | 114,307 | Reduziert | -15,8% | |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 3,000 | 3,000 | 0 | 79,020 | Unverändert | 0,0% | |
| Private Capital Advisors, Inc. | 28,140 | 27,862 | 278 | 28,140 | Aufgestockt | +1,0% | |
| Main Management LLC | 2,258,835 | 1,866,000 | 392,835 | 2,259 | Aufgestockt | +21,1% | |
| SHIKIAR ASSET MANAGEMENT INC | 70,500 | 69,100 | 1,400 | 1,857 | Aufgestockt | +2,0% | |
| Copeland Capital Management, LLC | 898 | 251,332 | -250,434 | 898 | Reduziert | -99,6% | |
| Lester Murray Antman dba SimplyRich | 627,986 | 0 | 627,986 | 627 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 421,255 | 50,369 | 370,886 | 431 | Aufgestockt | +736,3% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Jackson Wealth Management, LLC | 49,935,279 | 49,935,000 | 34.26 |
| Redwood Wealth Management Group, LLC | 34,696,186 | 34,696,186 | 23.80 |
| CCM INVESTMENT ADVISERS LLC | 293,034 | 28,753,923 | 19.73 |
| Game Plan Financial Advisors, LLC | 10,708,437 | 10,708,437 | 7.35 |
| Kohmann Bosshard Financial Services, LLC | 9,099,744 | 9,087,780 | 6.23 |
| Coastwise Capital Group, LLC | 6,760,368 | 6,760,368 | 4.64 |
| Westside Investment Management, Inc. | 4,105,989 | 4,105,989 | 2.82 |
| Dale Q Rice Investment Management Ltd | 816,834 | 816,834 | 0.56 |
| Fairfield Financial Advisors, LTD | 446,093 | 446,093 | 0.31 |
| Financially Speaking Inc | 220,398 | 220,398 | 0.15 |
| RFP Financial Group LLC | 114,307 | 114,307 | 0.08 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 3,000 | 79,020 | 0.05 |
| Private Capital Advisors, Inc. | 28,140 | 28,140 | 0.02 |
| Main Management LLC | 2,258,835 | 2,259 | 0.00 |
| SHIKIAR ASSET MANAGEMENT INC | 70,500 | 1,857 | 0.00 |
| Coston, McIsaac & Partners | 421,255 | 431 | 0.00 |