Stammdaten
Unternehmen & Branche
| Name | NORTH STAR ASSET MANAGEMENT INC |
|---|---|
| Ticker | |
| CIK | 0001056559 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 3,907,732 | 0 | 3,907,732 | 51,864,247 | Neu | +100,0% | |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 74,962 | 74,633 | 329 | 3,011,957 | Aufgestockt | +0,4% | |
| FULTON BANK, N.A. | 51,908 | 42,955 | 8,953 | 2,134,333 | Aufgestockt | +20,8% | |
| Kohmann Bosshard Financial Services, LLC | 33,109 | 0 | 33,109 | 1,785,588 | Neu | +100,0% | |
| Williams Jones Wealth Management, LLC. | 151,567 | 156,295 | -4,728 | 1,242,726 | Reduziert | -3,0% | |
| Diversified Trust Co | 15,186 | 15,649 | -463 | 886,864 | Reduziert | -3,0% | |
| Dempze Nancy E | 19,500 | 0 | 19,500 | 854,685 | Neu | +100,0% | |
| Mengis Capital Management, Inc. | 11,312 | 0 | 11,312 | 815,953 | Neu | +100,0% | |
| Westside Investment Management, Inc. | 9,496 | 0 | 9,496 | 697,007 | Neu | +100,0% | |
| NAVELLIER & ASSOCIATES INC | 9,674 | 9,674 | 0 | 677,931 | Unverändert | 0,0% | |
| Financial Gravity Asset Management, Inc. | 3,126 | 3,126 | 0 | 589,343 | Unverändert | 0,0% | |
| Ethos Financial Group, LLC | 25,600 | 4,166 | 21,434 | 530,670 | Aufgestockt | +514,5% | |
| SVB WEALTH LLC | 6,142 | 0 | 6,142 | 513,287 | Neu | +100,0% | |
| NORTHSTAR ASSET MANAGEMENT Co | 5,822 | 5,822 | 0 | 389,655 | Unverändert | 0,0% | |
| GREAT LAKES ADVISORS, LLC | 6,297 | 0 | 6,297 | 379,996 | Neu | +100,0% | |
| Sequent Asset Management, LLC | 1,610 | 0 | 1,610 | 339,000 | Neu | +100,0% | |
| Oakworth Capital, Inc. | 5,249 | 16,543 | -11,294 | 322,847 | Reduziert | -68,3% | |
| Fortune Financial Group, Inc. | 5,524 | 5,524 | 0 | 221,950 | Unverändert | 0,0% | |
| CENTRAL BANK & TRUST CO | 5,168 | 5,168 | 0 | 218,233 | Unverändert | 0,0% | |
| Emprise Bank | 3,409 | 3,409 | 0 | 202,695 | Unverändert | 0,0% | |
| Coastwise Capital Group, LLC | 7,055 | 0 | 7,055 | 202,622 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 2,856 | 2,856 | 0 | 168,571 | Unverändert | 0,0% | |
| Estabrook Capital Management | 3,500 | 0 | 3,500 | 122,614 | Neu | +100,0% | |
| Ancora Advisors LLC | 1,063 | 0 | 1,063 | 82,403 | Neu | +100,0% | |
| Financially Speaking Inc | 218 | 0 | 218 | 6,271 | Neu | +100,0% | |
| CSM Advisors, LLC | 14,734 | 0 | 14,734 | 889 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 12,890 | 12,743 | 147 | 838 | Aufgestockt | +1,2% | |
| Motiv8 Investments LLC | 3,426 | 0 | 3,426 | 229 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 74,962 | 3,011,957 | 27.11 |
| FULTON BANK, N.A. | 51,908 | 2,134,333 | 19.21 |
| Williams Jones Wealth Management, LLC. | 151,567 | 1,242,726 | 11.18 |
| Diversified Trust Co | 15,186 | 886,864 | 7.98 |
| NAVELLIER & ASSOCIATES INC | 9,674 | 677,931 | 6.10 |
| Financial Gravity Asset Management, Inc. | 3,126 | 589,343 | 5.30 |
| Ethos Financial Group, LLC | 25,600 | 530,670 | 4.78 |
| SVB WEALTH LLC | 6,142 | 513,287 | 4.62 |
| NORTHSTAR ASSET MANAGEMENT Co | 5,822 | 389,655 | 3.51 |
| Oakworth Capital, Inc. | 5,249 | 322,847 | 2.91 |
| Fortune Financial Group, Inc. | 5,524 | 221,950 | 2.00 |
| CENTRAL BANK & TRUST CO | 5,168 | 218,233 | 1.96 |
| Emprise Bank | 3,409 | 202,695 | 1.82 |
| Game Plan Financial Advisors, LLC | 2,856 | 168,571 | 1.52 |
| Coston, McIsaac & Partners | 12,890 | 838 | 0.01 |