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Segall Bryant & Hamill, LLC

SEGALL BRYANT & HAMILL, LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001006378
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Stammdaten

Unternehmen & Branche

NameSEGALL BRYANT & HAMILL, LLC
Ticker
CIK0001006378

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)DE
Geschäftsadresse10 SOUTH WACKER DRIVE SUITE 3100, 60606 CHICAGO, IL
Telefon1-800-836-4265
EIN (IRS)41-1788385

Listing & Historie

Fiskaljahr-Ende31.12.
Frühere NamenSEGALL BRYANT & HAMILL (bis 2014)

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Creative Planning97.643.87793.741.2793.902.5985.805.039.240Aufgestockt+4,2%
JPMORGAN CHASE & CO32.921.375032.921.3753.292.983.988Neu+100,0%
LPL Financial LLC27.747.18526.674.1511.073.0341.902.246.399Aufgestockt+4,0%
MORGAN STANLEY14.684.30920.361.931-5.677.6221.269.173.955Reduziert-27,9%
ASSETMARK, INC10.599.0369.884.627714.4091.021.203.345Aufgestockt+7,2%
WELLS FARGO & COMPANY/MN8.327.8956.922.6631.405.232755.735.068Aufgestockt+20,3%
UBS Group AG7.895.5714.881.1183.014.453619.507.840Aufgestockt+61,8%
BANK OF AMERICA CORP /DE/7.370.6836.749.992620.691548.026.903Aufgestockt+9,2%
ENVESTNET ASSET MANAGEMENT INC6.865.9754.815.7182.050.257461.179.850Aufgestockt+42,6%
Valmark Advisers, Inc.7.286.1157.111.879174.236431.824.262Aufgestockt+2,4%
CWM, LLC3.972.0665.382.695-1.410.629305.047.501Reduziert-26,2%
Northcape Capital Pty Ltd11.956.81910.654.0581.302.761304.659.748Aufgestockt+12,2%
NORTHERN TRUST CORP2.557.8642.783.630-225.766247.555.821Reduziert-8,1%
AMERIPRISE FINANCIAL INC5.984.9226.094.135-109.213240.798.797Reduziert-1,8%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.318.0632.268.29649.767233.963.393Aufgestockt+2,2%
Focus Partners Wealth2.141.7141.606.266535.448204.555.983Aufgestockt+33,3%
ROYAL BANK OF CANADA2.464.1712.100.651363.520203.940.000Aufgestockt+17,3%
HighTower Advisors, LLC2.815.9513.140.908-324.957193.105.588Reduziert-10,3%
OSAIC HOLDINGS, INC.2.679.2052.760.269-81.064180.912.755Reduziert-2,9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.580.3152.552.96427.351176.612.698Aufgestockt+1,1%
RAYMOND JAMES FINANCIAL INC2.246.9881.674.404572.584173.663.452Aufgestockt+34,2%
Fisher Asset Management, LLC3.030.7003.125.366-94.666171.507.372Reduziert-3,0%
AlTi Global, Inc.2.823.4592.985.544-162.085167.205.246Reduziert-5,4%
Mariner, LLC1.775.286966.422808.864162.804.470Aufgestockt+83,7%
Facet Wealth, Inc.2.618.8772.551.74967.128156.317.964Aufgestockt+2,6%
MASON STREET ADVISORS, LLC1.910.6441.953.945-43.301127.705.519Reduziert-2,2%
STIFEL FINANCIAL CORP1.374.480907.860466.620114.732.637Aufgestockt+51,4%
Financial Engines Advisors L.L.C.1.240.3541.308.190-67.836114.262.977Reduziert-5,2%
Private Advisor Group, LLC1.468.2601.481.646-13.386110.341.163Reduziert-0,9%
First Command Advisory Services, Inc.1.827.7431.590.578237.165108.238.915Aufgestockt+14,9%
AE Wealth Management LLC1.122.7561.071.79950.957107.415.468Aufgestockt+4,8%
Cetera Investment Advisers1.505.8491.257.014248.835104.066.307Aufgestockt+19,8%
UNITED CAPITAL FINANCIAL ADVISORS, LLC1.614.2951.454.387159.908102.339.551Aufgestockt+11,0%
GOLDMAN SACHS GROUP INC1.437.9011.390.05547.846101.430.340Aufgestockt+3,4%
Proficio Capital Partners LLC1.106.089946.499159.590100.126.956Aufgestockt+16,9%
Cannon Financial Strategists, Inc.1.008.0551.001.9466.10995.341.812Aufgestockt+0,6%
Bramshill Investments, LLC911.252926.431-15.17991.644.650Reduziert-1,6%
Atria Investments, Inc916.99075.388841.60289.427.571Aufgestockt+1116,4%
Cornerstone Wealth Management, LLC1.304.6681.306.875-2.20785.032.969Reduziert-0,2%
COMMONWEALTH EQUITY SERVICES, LLC942.8851.012.197-69.31284.014.077Reduziert-6,8%
Hancock Prospecting Pty Ltd1.410.4701.410.470083.528.033Unverändert0,0%
Cerity Partners LLC1.186.915862.279324.63682.387.412Aufgestockt+37,6%
TRUIST FINANCIAL CORP833.469782.91850.55179.206.856Aufgestockt+6,5%
Auto-Owners Insurance Co1.330.0001.330.000078.722.700Unverändert0,0%
RETIREMENT INCOME SOLUTIONS, INC1.064.5941.030.41834.17677.410.494Aufgestockt+3,3%
Hills Bank & Trust Co1.293.6371.278.72514.91276.609.183Aufgestockt+1,2%
Equitable Holdings, Inc.1.119.4291.034.70884.72176.431.050Aufgestockt+8,2%
Waverly Advisors, LLC962.737731.213231.52476.099.179Aufgestockt+31,7%
KEYBANK NATIONAL ASSOCIATION/OH756.471756.02644576.078.306Aufgestockt+0,1%
NorthRock Partners, LLC801.598787.18714.41175.684.901Aufgestockt+1,8%

Top-Fondshalter (Stand: 31.03.2026) ⓘ

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)Verlauf
Creative Planning97.643.87793.741.279+4,2%5.805.039.24019,6417 Q
JPMORGAN CHASE & CO33.611.00632.921.375+2,1%3.358.672.66811,3716 Q
LPL Financial LLC27.747.18526.674.151+4,0%1.902.246.3996,4417 Q
MORGAN STANLEY14.684.30920.361.931-27,9%1.269.173.9554,2917 Q
ASSETMARK, INC10.599.0369.884.627+7,2%1.021.203.3453,4617 Q
WELLS FARGO & COMPANY/MN8.327.8956.922.663+20,3%755.735.0682,5617 Q
UBS Group AG7.895.5714.881.118+61,8%619.507.8402,1017 Q
BANK OF AMERICA CORP /DE/7.370.6836.749.992+9,2%548.026.9031,8514 Q
ENVESTNET ASSET MANAGEMENT INC6.865.9754.815.718+42,6%461.179.8501,5617 Q
Valmark Advisers, Inc.7.286.1157.111.879+2,4%431.824.2621,4617 Q
CWM, LLC3.972.0665.382.695-26,2%305.047.5011,0317 Q
Northcape Capital Pty Ltd11.956.81910.654.058+12,2%304.659.7481,0316 Q
NORTHERN TRUST CORP2.557.8642.783.630-8,1%247.555.8210,8417 Q
AMERIPRISE FINANCIAL INC5.984.9226.094.135-1,8%240.798.7970,8117 Q
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.318.0632.268.296+2,2%233.963.3930,7910 Q
Focus Partners Wealth2.141.7141.606.266+33,3%204.555.9830,6910 Q
ROYAL BANK OF CANADA2.464.1712.100.651+17,3%203.940.0000,6917 Q
HighTower Advisors, LLC2.815.9513.140.908-10,3%193.105.5880,6517 Q
OSAIC HOLDINGS, INC.2.679.2052.760.269-2,9%180.912.7550,6117 Q
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.580.3152.552.964+1,1%176.612.6980,6017 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
31.03.2026✓1.667440,329.673
31.12.2025✓1.643527,429.670
30.09.2025✓1.565464,731.368
30.06.2025✓1.523413,724.765
31.03.2025✓1.491390,323.926
31.12.2024✓1.509410,023.920

Top 10 Neueinsteiger

FondsAnteileWert (USD) ⓘ
New Harbor Financial Group, LLC534.50727.441.589
PRUDENTIAL PLC341.20017.517.208
Williams Financial, LLC158.12515.866.263
Cartenna Capital, LP300.00015.402.000
St. Clair Advisors, LLC129.25712.696.933
Ackerman Capital Advisors, LLC182.2749.357.947
Koenig Investment Advisory, LLC92.0729.268.932
First Trust Bank, Ltd.176.9509.084.613
Pinnacle Financial Partners, Inc.109.2117.669.877
HighPoint Advisor Group LLC109.8947.306.222

Top 10 Aufstocker

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
Auto-Owners Insurance Co77.033.60075.993.600+7307.1 %77.033.600
MORGAN STANLEY20.361.9316.679.968+48.8 %1.586.164.890
Creative Planning93.741.2794.658.651+5.2 %5.451.965.853
Northcape Capital Pty Ltd10.654.0581.707.112+19.1 %220.219.379
NATIONAL BANK OF CANADA /FI/1.495.4601.177.422+370.2 %100.287.528
Betterment LLC21.175.1381.025.363+5.1 %1.226.544
CITIGROUP INC1.114.022927.987+498.8 %109.601.096
JPMORGAN CHASE & CO32.921.375803.038+2.5 %3.292.983.988
GREENLEAF TRUST801.325743.806+1293.1 %46.404.731
THRIVENT FINANCIAL FOR LUTHERANS792.869674.761+571.3 %51.456

Top 10 Verkäufer

FondsAnteileΔ Anteile ⓘΔ % ⓘWert (USD) ⓘ
EXCHANGE TRADED CONCEPTS, LLC15-1.881.228-100.0 %1.365
HighTower Advisors, LLC3.140.908-1.215.219-27.9 %217.912.638
CWM, LLC5.382.695-1.134.045-17.4 %386.498
BANK OF AMERICA CORP /DE/6.749.992-889.288-11.6 %495.406.057
OSAIC HOLDINGS, INC.2.760.269-697.433-20.2 %178.998.481
WALLER FINANCIAL PLANNING GROUP, INC226.898-513.670-69.4 %14.077.735
Facet Wealth, Inc.2.551.749-408.699-13.8 %156.741.578
Municipal Employees' Retirement System of Michigan2.658.856-401.083-13.1 %136.506
Leelyn Smith, LLC4.723-370.763-98.7 %473.933
HOLLENCREST CAPITAL MANAGEMENT5.341-330.198-98.4 %409.112

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