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Segall Bryant & Hamill, LLC

SEGALL BRYANT & HAMILL, LLC
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001006378
Keine Kursdaten verfügbar.

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) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
Creative Planning97.643.877097.643.8775.805.039.240Neu+100,0%
JPMORGAN CHASE & CO33.611.006033.611.0063.358.672.668Neu+100,0%
LPL Financial LLC27.747.185027.747.1851.902.246.399Neu+100,0%
MORGAN STANLEY14.684.309014.684.3091.269.173.955Neu+100,0%
Betterment LLC20.222.203020.222.2031.197.812.000Neu+100,0%
ASSETMARK, INC11.353.48310.599.036754.4471.104.628.768Aufgestockt+7,1%
WELLS FARGO & COMPANY/MN8.327.89508.327.895755.735.068Neu+100,0%
UBS Group AG7.895.57107.895.571619.507.840Neu+100,0%
BANK OF AMERICA CORP /DE/7.370.68307.370.683548.026.903Neu+100,0%
ENVESTNET ASSET MANAGEMENT INC6.865.97506.865.975461.179.850Neu+100,0%
Valmark Advisers, Inc.7.286.11507.286.115431.824.262Neu+100,0%
CWM, LLC3.972.06603.972.066305.047.501Neu+100,0%
Northcape Capital Pty Ltd11.956.819011.956.819304.659.748Neu+100,0%
NORTHERN TRUST CORP2.557.86402.557.864247.555.821Neu+100,0%
AMERIPRISE FINANCIAL INC5.984.92205.984.922240.798.797Neu+100,0%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2.318.06302.318.063233.963.393Neu+100,0%
Focus Partners Wealth2.141.71402.141.714204.555.983Neu+100,0%
ROYAL BANK OF CANADA2.464.17102.464.171203.940.000Neu+100,0%
HighTower Advisors, LLC2.815.95102.815.951193.105.588Neu+100,0%
OSAIC HOLDINGS, INC.2.679.20502.679.205180.912.755Neu+100,0%
Facet Wealth, Inc.2.646.4972.618.87727.620179.219.205Aufgestockt+1,1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.580.31502.580.315176.612.698Neu+100,0%
RAYMOND JAMES FINANCIAL INC2.246.98802.246.988173.663.452Neu+100,0%
Fisher Asset Management, LLC3.030.70003.030.700171.507.372Neu+100,0%
AlTi Global, Inc.2.823.45902.823.459167.205.246Neu+100,0%
Mariner, LLC1.775.28601.775.286162.804.470Neu+100,0%
Cambridge Investment Research Advisors, Inc.1.765.6261.346.535419.091148.214.000Aufgestockt+31,1%
Private Advisor Group, LLC1.640.5301.468.260172.270140.128.311Aufgestockt+11,7%
MASON STREET ADVISORS, LLC1.910.64401.910.644127.705.519Neu+100,0%
STIFEL FINANCIAL CORP1.374.48001.374.480114.732.637Neu+100,0%
Financial Engines Advisors L.L.C.1.240.35401.240.354114.262.977Neu+100,0%
First Command Advisory Services, Inc.1.827.74301.827.743108.238.915Neu+100,0%
AE Wealth Management LLC1.122.75601.122.756107.415.468Neu+100,0%
Cetera Investment Advisers1.505.84901.505.849104.066.307Neu+100,0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC1.614.29501.614.295102.339.551Neu+100,0%
GOLDMAN SACHS GROUP INC1.437.90101.437.901101.430.340Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC1.092.698942.885149.813100.693.047Aufgestockt+15,9%
Proficio Capital Partners LLC1.106.08901.106.089100.126.956Neu+100,0%
Cornerstone Wealth Management, LLC1.312.2241.304.6687.55695.490.717Aufgestockt+0,6%
Cannon Financial Strategists, Inc.1.008.05501.008.05595.341.812Neu+100,0%
Bramshill Investments, LLC911.2520911.25291.644.650Neu+100,0%
Wealthcare Advisory Partners LLC1.276.4121.228.38948.02386.051.986Aufgestockt+3,9%
Krilogy Financial LLC836.168603.416232.75284.120.032Aufgestockt+38,6%
Hancock Prospecting Pty Ltd1.410.47001.410.47083.528.033Neu+100,0%
Cerity Partners LLC1.186.91501.186.91582.387.412Neu+100,0%
TRUIST FINANCIAL CORP824.229833.469-9.24082.223.832Reduziert-1,1%
KEYBANK NATIONAL ASSOCIATION/OH800.438756.47143.96780.692.179Aufgestockt+5,8%
RETIREMENT INCOME SOLUTIONS, INC1.064.59401.064.59477.410.494Neu+100,0%
Hills Bank & Trust Co1.293.63701.293.63776.609.183Neu+100,0%
Equitable Holdings, Inc.1.119.42901.119.42976.431.050Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
ASSETMARK, INC11.353.48310.599.036+7,1%1.104.628.76818,22100 %17 Q
Facet Wealth, Inc.2.646.4972.618.877+1,1%179.219.2052,960 %17 Q
Cambridge Investment Research Advisors, Inc.1.765.6261.346.535+31,1%148.214.0002,44–17 Q
Private Advisor Group, LLC1.640.5301.468.260+11,7%140.128.3112,310 %17 Q
COMMONWEALTH EQUITY SERVICES, LLC1.092.698942.885+15,9%100.693.0471,66–17 Q
Cornerstone Wealth Management, LLC1.312.2241.304.668+0,6%95.490.7171,5710 %16 Q
Wealthcare Advisory Partners LLC1.276.4121.228.389+3,9%86.051.9861,420 %17 Q
Krilogy Financial LLC836.168603.416+38,6%84.120.0321,390 %17 Q
TRUIST FINANCIAL CORP824.229833.469-1,1%82.223.8321,364 %17 Q
KEYBANK NATIONAL ASSOCIATION/OH800.438756.471+5,8%80.692.1791,3399 %17 Q
Farther Finance Advisors, LLC1.008.516897.989+12,3%72.290.9411,190 %15 Q
Auto-Owners Insurance Co1.040.0001.330.000-21,8%70.241.6001,1672 %15 Q
GREENLEAF TRUST984.218901.608+9,2%66.493.7681,10100 %17 Q
Envestnet Portfolio Solutions, Inc.1.173.6591.077.327+8,9%65.255.1571,08100 %12 Q
Composition Wealth, LLC921.007755.868+21,8%62.732.4431,03100 %17 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC910.925895.244+1,8%62.653.2721,033 %17 Q
JNBA Financial Advisors824.861861.082-4,2%56.074.3820,920 %17 Q
Atria Investments, Inc553.963916.990-39,6%53.435.4920,880 %17 Q
AlphaStar Capital Management, LLC755.256819.036-7,8%51.579.3830,850 %17 Q
FIRST NATIONAL TRUST CO608.585615.998-1,2%49.867.0960,82100 %17 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.87573,46.059
31.03.2026✓1.689439,231.153
31.12.2025✓1.660426,329.558
30.09.2025✓1.573438,831.311
30.06.2025✓1.527391,326.108
31.03.2025✓1.494374,024.757

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Woodline Partners LP638.73836.146.183
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC342.90034.485.453
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC568.74531.851.744
CIBC Bancorp USA Inc.410.84527.729.956
IBEX WEALTH ADVISORS255.08325.653.692
SUN LIFE FINANCIAL INC398.41023.582.000
Moment Partners, LLC217.83021.907.170
Bank Julius Baer & Co. Ltd, Zurich370.22120.950.826
Brick & Kyle, Associates167.92216.887.888
Piedmont Capital Management, LLC132.18313.567.882

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
Creative Planning97.643.8773.902.598+4.2 %5.805.039.240
UBS Group AG7.895.5713.014.453+61.8 %619.507.840
ENVESTNET ASSET MANAGEMENT INC6.865.9752.050.257+42.6 %461.179.850
WELLS FARGO & COMPANY/MN8.327.8951.405.232+20.3 %755.735.068
Northcape Capital Pty Ltd11.956.8191.302.761+12.2 %304.659.748
LPL Financial LLC27.747.1851.073.034+4.0 %1.902.246.399
Atria Investments, Inc916.990841.602+1116.4 %89.427.571
Mariner, LLC1.775.286808.864+83.7 %162.804.470
ASSETMARK, INC10.599.036714.409+7.2 %1.021.203.345
JPMORGAN CHASE & CO33.611.006689.631+2.1 %3.358.672.668

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
MORGAN STANLEY14.684.309-5.677.622-27.9 %1.269.173.955
TEXAS PERMANENT SCHOOL FUND CORP521.398-2.472.885-82.6 %30.877.190
CWM, LLC3.972.066-1.410.629-26.2 %305.047.501
Johnson Financial Group, LLC91.096-1.107.975-92.4 %9.161.552
Betterment LLC20.222.203-952.935-4.5 %1.197.812.000
Municipal Employees' Retirement System of Michigan1.767.862-890.994-33.5 %100.043
CITIGROUP INC244.701-869.321-78.0 %24.460.604
Corient Private Wealth LLC608.412-690.173-53.1 %38.163.299
NATIONAL BANK OF CANADA /FI/901.094-594.366-39.7 %67.014.408
TIAA TRUST, NATIONAL ASSOCIATION19.100-505.465-96.4 %1.275.439

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