Stammdaten
Unternehmen & Branche
| Name | ROWLANDMILLER & PARTNERS.ADV |
|---|---|
| Ticker | |
| CIK | 0000225816 |
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 |
|---|---|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 1.318.068 | 0 | 1.318.068 | 86.024.474 | Neu | +100,0% | |
| Boston Common Asset Management, LLC | 41.693 | 42.063 | -370 | 2.773.418 | Reduziert | -0,9% | |
| FULTON BANK, N.A. | 13.933 | 14.820 | -887 | 2.175.381 | Reduziert | -6,0% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 21.543 | 19.520 | 2.023 | 1.433.040 | Aufgestockt | +10,4% | |
| ROWLANDMILLER & PARTNERS.ADV | 47.786 | 47.783 | 3 | 1.324.470 | Aufgestockt | 0,0% | |
| FIRST MERCHANTS CORP | 7.925 | 7.108 | 817 | 1.237.088 | Aufgestockt | +11,5% | |
| Fortune Financial Group, Inc. | 3.453 | 3.442 | 11 | 539.181 | Aufgestockt | +0,3% | |
| Sterling Capital Management LLC | 7.512 | 8.343 | -831 | 489.130 | Reduziert | -10,0% | |
| Violich Capital Management, Inc. | 3.095 | 0 | 3.095 | 483.214 | Neu | +100,0% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 5.790 | 5.790 | 0 | 377.005 | Unverändert | 0,0% | |
| FCA CORP /TX | 5.500 | 5.500 | 0 | 365.860 | Unverändert | 0,0% | |
| Kohmann Bosshard Financial Services, LLC | 2.655 | 0 | 2.655 | 362.605 | Neu | +100,0% | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2.278 | 0 | 2.278 | 361.336 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 5.381 | 5.388 | -7 | 357.933 | Reduziert | -0,1% | |
| NORTH STAR ASSET MANAGEMENT INC | 2.188 | 2.288 | -100 | 341.626 | Reduziert | -4,4% | |
| Williams Jones Wealth Management, LLC. | 3.413 | 3.283 | 130 | 274.002 | Aufgestockt | +4,0% | |
| Ethos Financial Group, LLC | 3.045 | 2.947 | 98 | 244.519 | Aufgestockt | +3,3% | |
| RFP Financial Group LLC | 2.331 | 0 | 2.331 | 201.024 | Neu | +100,0% | |
| McMillan Office, Inc. | 4.907 | 0 | 4.907 | 170.113 | Neu | +100,0% | |
| GAMMA Investing LLC | 2.434 | 1.585 | 849 | 161.910 | Aufgestockt | +53,6% | |
| Financial Gravity Asset Management, Inc. | 811 | 811 | 0 | 126.650 | Unverändert | 0,0% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.403 | 1.384 | 19 | 93.328 | Aufgestockt | +1,4% | |
| Copeland Capital Management, LLC | 717 | 759 | -42 | 46.686 | Reduziert | -5,5% | |
| Salomon & Ludwin, LLC | 277 | 159 | 118 | 18.731 | Aufgestockt | +74,2% | |
| First Command Advisory Services, Inc. | 144 | 0 | 144 | 9.579 | Neu | +100,0% | |
| NBC SECURITIES, INC. | 69 | 69 | 0 | 4.492 | Unverändert | 0,0% | |
| Benson Wealth Management INC | 39 | 39 | 0 | 2.594 | Unverändert | 0,0% | |
| HANTZ FINANCIAL SERVICES, INC. | 29.727 | 0 | 29.727 | 1.977 | Neu | +100,0% | |
| Signature Equity Partners, LLC | 25 | 0 | 25 | 1.440 | Neu | +100,0% | |
| IMA Advisory Services, Inc. | 15 | 15 | 0 | 997 | Unverändert | 0,0% | |
| Archer Investment Corp | 10 | 10 | 0 | 665 | Unverändert | 0,0% | |
| Coston, McIsaac & Partners | 1.876 | 1.215 | 661 | 282 | Aufgestockt | +54,4% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Aristotle Capital Management, LLC | 1.318.068 | 0 | +100,0% | 86.024.474 | 86,82 | 1 Q |
| Boston Common Asset Management, LLC | 41.693 | 42.063 | -0,9% | 2.773.418 | 2,80 | 4 Q |
| FULTON BANK, N.A. | 13.933 | 14.820 | -6,0% | 2.175.381 | 2,20 | 11 Q |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 21.543 | 19.520 | +10,4% | 1.433.040 | 1,45 | 8 Q |
| ROWLANDMILLER & PARTNERS.ADV | 47.786 | 47.783 | 0,0% | 1.324.470 | 1,34 | 17 Q |
| FIRST MERCHANTS CORP | 7.925 | 7.108 | +11,5% | 1.237.088 | 1,25 | 8 Q |
| Fortune Financial Group, Inc. | 3.453 | 3.442 | +0,3% | 539.181 | 0,54 | 2 Q |
| Sterling Capital Management LLC | 7.512 | 8.343 | -10,0% | 489.130 | 0,49 | 6 Q |
| Violich Capital Management, Inc. | 3.095 | 0 | +100,0% | 483.214 | 0,49 | 2 Q |
| YOUSIF CAPITAL MANAGEMENT, LLC | 5.790 | 5.790 | 0,0% | 377.005 | 0,38 | 17 Q |
| FCA CORP /TX | 5.500 | 5.500 | 0,0% | 365.860 | 0,37 | 14 Q |
| RHUMBLINE ADVISERS | 5.381 | 5.388 | -0,1% | 357.933 | 0,36 | 12 Q |
| NORTH STAR ASSET MANAGEMENT INC | 2.188 | 2.288 | -4,4% | 341.626 | 0,34 | 17 Q |
| Williams Jones Wealth Management, LLC. | 3.413 | 3.283 | +4,0% | 274.002 | 0,28 | 14 Q |
| Ethos Financial Group, LLC | 3.045 | 2.947 | +3,3% | 244.519 | 0,25 | 11 Q |
| McMillan Office, Inc. | 4.907 | 0 | +100,0% | 170.113 | 0,17 | 1 Q |
| GAMMA Investing LLC | 2.434 | 1.585 | +53,6% | 161.910 | 0,16 | 10 Q |
| Financial Gravity Asset Management, Inc. | 811 | 811 | 0,0% | 126.650 | 0,13 | 3 Q |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.403 | 1.384 | +1,4% | 93.328 | 0,09 | 17 Q |
| Copeland Capital Management, LLC | 717 | 759 | -5,5% | 46.686 | 0,05 | 12 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 29 | 1,5 | 99 |
| 31.12.2025 | ✓ | 27 | 0,2 | 14 |
| 30.09.2025 | ✓ | 22 | 0,2 | 11 |
| 30.06.2025 | ✓ | 23 | 0,2 | 12 |
| 31.03.2025 | ✓ | 23 | 0,2 | 8 |
| 31.12.2024 | ✓ | 21 | 0,1 | 8 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 2.655 | 362.605 |
| RFP Financial Group LLC | 2.331 | 201.024 |
| NBC SECURITIES, INC. | 69 | 3.984 |
| Benson Wealth Management INC | 39 | 2.246 |
| Signature Equity Partners, LLC | 25 | 1.440 |
| IMA Advisory Services, Inc. | 15 | 863 |
| Fortune Financial Group, Inc. | 3.442 | 613 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| ROWLANDMILLER & PARTNERS.ADV | 47.783 | 3.443 | +7.8 % | 1.289.030 |
| FULTON BANK, N.A. | 14.820 | 2.579 | +21.1 % | 2.172.822 |
| Sterling Capital Management LLC | 8.343 | 2.557 | +44.2 % | 481.812 |
| RHUMBLINE ADVISERS | 5.388 | 1.447 | +36.7 % | 310.228 |
| Coston, McIsaac & Partners | 1.215 | 639 | +110.9 % | 57 |
| GAMMA Investing LLC | 1.585 | 170 | +12.0 % | 91.264 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 19.520 | 128 | +0.7 % | 1.123.962 |
| Copeland Capital Management, LLC | 759 | 106 | +16.2 % | 43.703 |
| Salomon & Ludwin, LLC | 159 | 63 | +65.6 % | 9.491 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2.278 | 3 | +0.1 % | 361.336 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Boston Common Asset Management, LLC | 42.063 | -1.768 | -4.0 % | 2.429.155 |
| Williams Jones Wealth Management, LLC. | 3.283 | -1.275 | -28.0 % | 283.161 |
| Ethos Financial Group, LLC | 2.947 | -792 | -21.2 % | 254.151 |
| FIRST MERCHANTS CORP | 7.108 | -225 | -3.1 % | 1.127.421 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.384 | -11 | -0.8 % | 79.691 |