Stammdaten
Unternehmen & Branche
| Name | Pettee Investors, Inc. |
|---|---|
| Ticker | |
| CIK | 0001596901 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Pettee Investors, Inc. | 156.776 | 154.750 | 2.026 | 7.416.921 | Aufgestockt | +1,3% | |
| Hoya Capital Real Estate, LLC | 47.043 | 48.297 | -1.254 | 1.985.134 | Reduziert | -2,6% | |
| GOLDMAN SACHS GROUP INC | 14.458 | 14.423 | 35 | 610.109 | Aufgestockt | +0,2% | |
| Cetera Investment Advisers | 7.148 | 6.603 | 545 | 301.636 | Aufgestockt | +8,3% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.697 | 0 | 6.697 | 282.605 | Neu | +100,0% | |
| Concurrent Investment Advisors, LLC | 6.337 | 12.675 | -6.338 | 267.413 | Reduziert | -50,0% | |
| Zhang Financial LLC | 5.701 | 5.666 | 35 | 240.573 | Aufgestockt | +0,6% | |
| Concorde Asset Management, LLC | 5.200 | 0 | 5.200 | 235.881 | Neu | +100,0% | |
| US BANCORP \DE\ | 4.300 | 4.300 | 0 | 181.454 | Unverändert | 0,0% | |
| Global Assets Advisory, LLC | 3.432 | 0 | 3.432 | 54.329 | Neu | +100,0% | |
| UBS Group AG | 1.262 | 332 | 930 | 53.255 | Aufgestockt | +280,1% | |
| MORGAN STANLEY | 1.219 | 1 | 1.218 | 51.464 | Aufgestockt | +121800,0% | |
| Jackson, Grant Investment Advisers, Inc. | 1.022 | 1.022 | 0 | 43.127 | Unverändert | 0,0% | |
| St. Johns Investment Management Company, LLC | 135 | 135 | 0 | 5.697 | Unverändert | 0,0% | |
| SIGNATUREFD, LLC | 134 | 133 | 1 | 5.657 | Aufgestockt | +0,8% | |
| Aptus Capital Advisors, LLC | 89 | 89 | 0 | 3.756 | Unverändert | 0,0% | |
| Farther Finance Advisors, LLC | 5 | 5 | 0 | 211 | Unverändert | 0,0% | |
| WELLS FARGO & COMPANY/MN | 0 | 1 | -1 | 5 | Reduziert | -100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Pettee Investors, Inc. | 156.776 | 154.750 | +1,3% | 7.416.921 | 64,48 | 17 Q |
| Hoya Capital Real Estate, LLC | 47.043 | 48.297 | -2,6% | 1.985.134 | 17,26 | 17 Q |
| GOLDMAN SACHS GROUP INC | 14.458 | 14.423 | +0,2% | 610.109 | 5,30 | 17 Q |
| Cetera Investment Advisers | 7.148 | 6.603 | +8,3% | 301.636 | 2,62 | 12 Q |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.697 | 0 | +100,0% | 282.605 | 2,46 | 7 Q |
| Concurrent Investment Advisors, LLC | 6.337 | 12.675 | -50,0% | 267.413 | 2,32 | 4 Q |
| Zhang Financial LLC | 5.701 | 5.666 | +0,6% | 240.573 | 2,09 | 10 Q |
| US BANCORP \DE\ | 4.300 | 4.300 | 0,0% | 181.454 | 1,58 | 7 Q |
| Global Assets Advisory, LLC | 3.432 | 0 | +100,0% | 54.329 | 0,47 | 1 Q |
| UBS Group AG | 1.262 | 332 | +280,1% | 53.255 | 0,46 | 14 Q |
| MORGAN STANLEY | 1.219 | 1 | +121800,0% | 51.464 | 0,45 | 11 Q |
| Jackson, Grant Investment Advisers, Inc. | 1.022 | 1.022 | 0,0% | 43.127 | 0,37 | 6 Q |
| St. Johns Investment Management Company, LLC | 135 | 135 | 0,0% | 5.697 | 0,05 | 17 Q |
| SIGNATUREFD, LLC | 134 | 133 | +0,8% | 5.657 | 0,05 | 13 Q |
| Aptus Capital Advisors, LLC | 89 | 89 | 0,0% | 3.756 | 0,03 | 17 Q |
| Farther Finance Advisors, LLC | 5 | 5 | 0,0% | 211 | 0,00 | 5 Q |
| WELLS FARGO & COMPANY/MN | 0 | 1 | -100,0% | 5 | 0,00 | 16 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 16 | 0,3 | 12 |
| 31.12.2025 | ✓ | 16 | 0,3 | 12 |
| 30.09.2025 | ✓ | 17 | 0,3 | 14 |
| 30.06.2025 | ✓ | 13 | 0,3 | 11 |
| 31.03.2025 | ✓ | 20 | 0,3 | 14 |
| 31.12.2024 | ✓ | 18 | 0,5 | 22 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 1 | 40 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Pettee Investors, Inc. | 154.750 | 933 | +0.6 % | 7.207.068 |
| Hoya Capital Real Estate, LLC | 48.297 | 407 | +0.8 % | 2.190.827 |
| UBS Group AG | 332 | 327 | +6540.0 % | 15.060 |
| Zhang Financial LLC | 5.666 | 43 | +0.8 % | 257.005 |
| SIGNATUREFD, LLC | 133 | 10 | +8.1 % | 6.044 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 12.675 | -3.168 | -20.0 % | 574.960 |
| Concorde Asset Management, LLC | 5.200 | -2.000 | -27.8 % | 235.881 |