Stammdaten
Unternehmen & Branche
| Name | EQUITABLE TRUST CO |
|---|---|
| Ticker | |
| CIK | 0000033250 |
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 |
|---|---|---|---|---|---|---|---|
| Mraz, Amerine & Associates, Inc. | 29,116 | 0 | 29,116 | 55,497,124 | Neu | +100,0% | |
| Hemenway Trust Co LLC | 618,029 | 0 | 618,029 | 33,951,114 | Neu | +100,0% | |
| Cardinal Capital Management, Inc. | 604,121 | 566,826 | 37,295 | 32,882,306 | Aufgestockt | +6,6% | |
| Poehling Capital Management, INC. | 18,649 | 18,249 | 400 | 31,776,363 | Aufgestockt | +2,2% | |
| RHUMBLINE ADVISERS | 532,703 | 0 | 532,703 | 25,148,925 | Neu | +100,0% | |
| PENN DAVIS MCFARLAND INC | 344,620 | 0 | 344,620 | 23,410,037 | Neu | +100,0% | |
| ACADEMY CAPITAL MANAGEMENT | 114,977 | 0 | 114,977 | 17,339,681 | Neu | +100,0% | |
| Douglass Winthrop Advisors, LLC | 268,307 | 0 | 268,307 | 17,305,130 | Neu | +100,0% | |
| Madison Asset Management, LLC | 308,769 | 0 | 308,769 | 15,425,017 | Neu | +100,0% | |
| GLYNN CAPITAL MANAGEMENT LLC | 893,828 | 0 | 893,828 | 14,274,433 | Neu | +100,0% | |
| Boston Common Asset Management, LLC | 380,425 | 0 | 380,425 | 14,177,819 | Neu | +100,0% | |
| Ramirez Asset Management, Inc. | 196,938 | 0 | 196,938 | 13,482,023 | Neu | +100,0% | |
| Broderick Brian C | 239,623 | 0 | 239,623 | 13,163,569 | Neu | +100,0% | |
| FIRST MANHATTAN CO. LLC. | 75,411 | 0 | 75,411 | 11,372,733 | Neu | +100,0% | |
| Altrius Capital Management Inc | 91,841 | 93,878 | -2,037 | 10,699,571 | Reduziert | -2,2% | |
| PUZO MICHAEL J | 173,145 | 0 | 173,145 | 9,511,633 | Neu | +100,0% | |
| SOMERVILLE KURT F | 171,456 | 256,756 | -85,300 | 9,332,350 | Reduziert | -33,2% | |
| FIRST MERCHANTS CORP | 68,422 | 67,568 | 854 | 7,940,099 | Aufgestockt | +1,3% | |
| Kidder Stephen W | 140,951 | 0 | 140,951 | 7,743,071 | Neu | +100,0% | |
| Sustainable Growth Advisers, LP | 300,046 | 0 | 300,046 | 6,900,267 | Neu | +100,0% | |
| Sterling Capital Management LLC | 128,503 | 107,484 | 21,019 | 5,685,328 | Aufgestockt | +19,6% | |
| Notis-McConarty Edward | 84,694 | 82,729 | 1,965 | 5,341,651 | Aufgestockt | +2,4% | |
| Delaney Dennis R | 95,730 | 0 | 95,730 | 5,258,879 | Neu | +100,0% | |
| TORRAY INVESTMENT PARTNERS LLC | 2,136 | 0 | 2,136 | 5,138,291 | Neu | +100,0% | |
| Heritage Wealth Advisors | 2,777 | 0 | 2,777 | 5,110,287 | Neu | +100,0% | |
| Dempze Nancy E | 89,855 | 0 | 89,855 | 4,936,140 | Neu | +100,0% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 65,146 | 58,694 | 6,452 | 4,386,146 | Aufgestockt | +11,0% | |
| Elefante Mark B | 74,502 | 0 | 74,502 | 4,092,731 | Neu | +100,0% | |
| GAMMA Investing LLC | 80,883 | 74,223 | 6,660 | 3,974,715 | Aufgestockt | +9,0% | |
| Henry James International Management Inc. | 38,723 | 108,057 | -69,334 | 3,657,105 | Reduziert | -64,2% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 91,834 | 91,834 | 0 | 3,491,998 | Unverändert | 0,0% | |
| Uniplan Investment Counsel, Inc. | 18,433 | 0 | 18,433 | 2,779,882 | Neu | +100,0% | |
| O'Brien Greene & Co. Inc | 946 | 0 | 946 | 2,270,157 | Neu | +100,0% | |
| Trivant Custom Portfolio Group, LLC | 25,865 | 0 | 25,865 | 2,078,108 | Neu | +100,0% | |
| Runnymede Capital Advisors, Inc. | 25,865 | 0 | 25,865 | 2,078,108 | Neu | +100,0% | |
| DF DENT & CO INC | 13,340 | 0 | 13,340 | 2,011,805 | Neu | +100,0% | |
| EVERETT HARRIS & CO /CA/ | 52,430 | 0 | 52,430 | 1,931,970 | Neu | +100,0% | |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 10,080 | 0 | 10,080 | 1,811,450 | Neu | +100,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 44,705 | 44,196 | 509 | 1,743,996 | Aufgestockt | +1,2% | |
| KAHN BROTHERS GROUP INC | 1,018 | 1,018 | 0 | 1,729,242 | Unverändert | 0,0% | |
| MITCHELL CAPITAL MANAGEMENT CO | 10,365 | 0 | 10,365 | 1,563,146 | Neu | +100,0% | |
| Ativo Capital Management LLC | 45,750 | 0 | 45,750 | 1,452,562 | Neu | +100,0% | |
| Diversified Trust Co | 16,884 | 12,648 | 4,236 | 1,405,738 | Aufgestockt | +33,5% | |
| NORTH STAR ASSET MANAGEMENT INC | 17,390 | 0 | 17,390 | 1,342,337 | Neu | +100,0% | |
| Williams Jones Wealth Management, LLC. | 11,888 | 4,472 | 7,416 | 1,310,328 | Aufgestockt | +165,8% | |
| HANCOCK WHITNEY CORP | 13,973 | 0 | 13,973 | 1,216,351 | Neu | +100,0% | |
| RNC CAPITAL MANAGEMENT LLC | 22,061 | 0 | 22,061 | 1,211,200 | Neu | +100,0% | |
| LOUNTZIS ASSET MANAGEMENT, LLC | 529 | 0 | 529 | 1,150,953 | Neu | +100,0% | |
| Ancora Advisors LLC | 4,058 | 0 | 4,058 | 1,114,783 | Neu | +100,0% | |
| WEIK CAPITAL MANAGEMENT | 7,340 | 0 | 7,340 | 1,106,945 | 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 (%) |
|---|---|---|---|
| Cardinal Capital Management, Inc. | 604,121 | 32,882,306 | 24.79 |
| Poehling Capital Management, INC. | 18,649 | 31,776,363 | 23.96 |
| Altrius Capital Management Inc | 91,841 | 10,699,571 | 8.07 |
| SOMERVILLE KURT F | 171,456 | 9,332,350 | 7.04 |
| FIRST MERCHANTS CORP | 68,422 | 7,940,099 | 5.99 |
| Sterling Capital Management LLC | 128,503 | 5,685,328 | 4.29 |
| Notis-McConarty Edward | 84,694 | 5,341,651 | 4.03 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 65,146 | 4,386,146 | 3.31 |
| GAMMA Investing LLC | 80,883 | 3,974,715 | 3.00 |
| Henry James International Management Inc. | 38,723 | 3,657,105 | 2.76 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 91,834 | 3,491,998 | 2.63 |
| PNC FINANCIAL SERVICES GROUP, INC. | 44,705 | 1,743,996 | 1.31 |
| KAHN BROTHERS GROUP INC | 1,018 | 1,729,242 | 1.30 |
| Diversified Trust Co | 16,884 | 1,405,738 | 1.06 |
| Williams Jones Wealth Management, LLC. | 11,888 | 1,310,328 | 0.99 |
| AlpenGlobal Capital LLC | 9,044 | 965,149 | 0.73 |
| Collaborative Fund Advisors, LLC | 7,699 | 896,934 | 0.68 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,747 | 726,453 | 0.55 |
| Transce3nd, LLC | 684,621 | 689,010 | 0.52 |
| Minot DeBlois Advisors LLC | 5,821 | 635,886 | 0.48 |