Stammdaten
Unternehmen & Branche
| Name | NEVILLE RODIE & SHAW INC |
|---|---|
| Ticker | |
| CIK | 0000071210 |
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 |
|---|---|---|---|---|---|---|---|
| Vestwell Advisors, LLC | 1,533,260 | 0 | 1,533,260 | 103,643,702 | Neu | +100,0% | |
| FIRST MERCHANTS CORP | 1,762,896 | 1,751,906 | 10,990 | 60,069,570 | Aufgestockt | +0,6% | |
| FULTON BANK, N.A. | 548,009 | 604,649 | -56,640 | 42,661,403 | Reduziert | -9,4% | |
| DRW Securities, LLC | 100,038 | 0 | 100,038 | 17,346,589 | Neu | +100,0% | |
| Fairfield Financial Advisors, LTD | 116,224 | 118,063 | -1,839 | 5,518,945 | Reduziert | -1,6% | |
| Williams Jones Wealth Management, LLC. | 117,263 | 128,544 | -11,281 | 3,966,611 | Reduziert | -8,8% | |
| NORTH STAR ASSET MANAGEMENT INC | 98,045 | 0 | 98,045 | 3,622,005 | Neu | +100,0% | |
| STALEY CAPITAL ADVISERS INC | 35,759 | 35,759 | 0 | 2,606,479 | Unverändert | 0,0% | |
| Ethos Financial Group, LLC | 42,725 | 47,672 | -4,947 | 1,589,434 | Reduziert | -10,4% | |
| MOODY LYNN LIEBERSON & WALKER, LLC | 50,155 | 39,121 | 11,034 | 1,377,963 | Aufgestockt | +28,2% | |
| Dempze Nancy E | 34,862 | 0 | 34,862 | 1,355,554 | Neu | +100,0% | |
| GRACE & WHITE INC /NY | 37,500 | 37,500 | 0 | 1,101,476 | Unverändert | 0,0% | |
| CENTRAL BANK & TRUST CO | 42,956 | 42,956 | 0 | 986,274 | Unverändert | 0,0% | |
| Grey Fox Wealth Advisors, LLC | 78,755 | 74,640 | 4,115 | 972,592 | Aufgestockt | +5,5% | |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 32,889 | 32,889 | 0 | 924,061 | Unverändert | 0,0% | |
| Kohmann Bosshard Financial Services, LLC | 13,606 | 0 | 13,606 | 884,052 | Neu | +100,0% | |
| Sequent Asset Management, LLC | 20,953 | 0 | 20,953 | 733,000 | Neu | +100,0% | |
| NORTHSTAR ASSET MANAGEMENT Co | 29,309 | 29,301 | 8 | 731,144 | Aufgestockt | 0,0% | |
| BIP Wealth, LLC | 23,281 | 0 | 23,281 | 579,006 | Neu | +100,0% | |
| Diversified Trust Co | 7,488 | 7,488 | 0 | 545,879 | Unverändert | 0,0% | |
| Financial Gravity Asset Management, Inc. | 11,227 | 11,184 | 43 | 506,198 | Aufgestockt | +0,4% | |
| Arvest Bank Trust Division | 3,788 | 0 | 3,788 | 468,226 | Neu | +100,0% | |
| ROWLANDMILLER & PARTNERS.ADV | 6,348 | 6,348 | 0 | 389,662 | Unverändert | 0,0% | |
| Estabrook Capital Management | 6,804 | 0 | 6,804 | 373,040 | Neu | +100,0% | |
| Private Capital Advisors, Inc. | 5,029 | 0 | 5,029 | 355,091 | Neu | +100,0% | |
| RFP Financial Group LLC | 2,860 | 0 | 2,860 | 353,473 | Neu | +100,0% | |
| TOWER BRIDGE ADVISORS | 8,997 | 0 | 8,997 | 337,304 | Neu | +100,0% | |
| Redwood Wealth Management Group, LLC | 10,677 | 10,677 | 0 | 311,246 | Unverändert | 0,0% | |
| GREAT LAKES ADVISORS, LLC | 11,274 | 0 | 11,274 | 273,953 | Neu | +100,0% | |
| NBC SECURITIES, INC. | 9,588 | 0 | 9,588 | 244,786 | Neu | +100,0% | |
| Transce3nd, LLC | 22,376 | 23,414 | -1,038 | 234,743 | Reduziert | -4,4% | |
| Notis-McConarty Edward | 6,902 | 6,902 | 0 | 234,339 | Unverändert | 0,0% | |
| Westside Investment Management, Inc. | 3,174 | 0 | 3,174 | 226,474 | Neu | +100,0% | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1,259 | 0 | 1,259 | 216,553 | Neu | +100,0% | |
| PUZO MICHAEL J | 1,700 | 0 | 1,700 | 210,086 | Neu | +100,0% | |
| Oakworth Capital, Inc. | 3,398 | 3,397 | 1 | 59,708 | Aufgestockt | 0,0% | |
| Game Plan Financial Advisors, LLC | 302 | 302 | 0 | 40,291 | Unverändert | 0,0% | |
| NEVILLE RODIE & SHAW INC | 1,128,666 | 1,160,917 | -32,251 | 30,657 | Reduziert | -2,8% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 800 | 1,625 | -825 | 20,456 | Reduziert | -50,8% | |
| Coston, McIsaac & Partners | 23,165 | 17,038 | 6,127 | 1,290 | Aufgestockt | +36,0% | |
| Motiv8 Investments LLC | 11,722 | 0 | 11,722 | 193 | 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 (%) |
|---|---|---|---|
| FIRST MERCHANTS CORP | 1,762,896 | 60,069,570 | 48.10 |
| FULTON BANK, N.A. | 548,009 | 42,661,403 | 34.16 |
| Fairfield Financial Advisors, LTD | 116,224 | 5,518,945 | 4.42 |
| Williams Jones Wealth Management, LLC. | 117,263 | 3,966,611 | 3.18 |
| STALEY CAPITAL ADVISERS INC | 35,759 | 2,606,479 | 2.09 |
| Ethos Financial Group, LLC | 42,725 | 1,589,434 | 1.27 |
| MOODY LYNN LIEBERSON & WALKER, LLC | 50,155 | 1,377,963 | 1.10 |
| GRACE & WHITE INC /NY | 37,500 | 1,101,476 | 0.88 |
| CENTRAL BANK & TRUST CO | 42,956 | 986,274 | 0.79 |
| Grey Fox Wealth Advisors, LLC | 78,755 | 972,592 | 0.78 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 32,889 | 924,061 | 0.74 |
| NORTHSTAR ASSET MANAGEMENT Co | 29,309 | 731,144 | 0.59 |
| Diversified Trust Co | 7,488 | 545,879 | 0.44 |
| Financial Gravity Asset Management, Inc. | 11,227 | 506,198 | 0.41 |
| ROWLANDMILLER & PARTNERS.ADV | 6,348 | 389,662 | 0.31 |
| Redwood Wealth Management Group, LLC | 10,677 | 311,246 | 0.25 |
| Transce3nd, LLC | 22,376 | 234,743 | 0.19 |
| Notis-McConarty Edward | 6,902 | 234,339 | 0.19 |
| Oakworth Capital, Inc. | 3,398 | 59,708 | 0.05 |
| Game Plan Financial Advisors, LLC | 302 | 40,291 | 0.03 |