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 | 1,751,906 | 0 | 1,751,906 | 62,764,499 | Neu | +100,0% | |
| FULTON BANK, N.A. | 604,649 | 0 | 604,649 | 45,640,408 | Neu | +100,0% | |
| DRW Securities, LLC | 100,038 | 0 | 100,038 | 17,346,589 | Neu | +100,0% | |
| Fairfield Financial Advisors, LTD | 118,063 | 0 | 118,063 | 5,819,475 | Neu | +100,0% | |
| NORTH STAR ASSET MANAGEMENT INC | 98,045 | 0 | 98,045 | 3,622,005 | Neu | +100,0% | |
| STALEY CAPITAL ADVISERS INC | 35,759 | 0 | 35,759 | 2,650,820 | Neu | +100,0% | |
| Ethos Financial Group, LLC | 47,672 | 0 | 47,672 | 1,835,507 | Neu | +100,0% | |
| Dempze Nancy E | 34,862 | 0 | 34,862 | 1,355,554 | Neu | +100,0% | |
| MOODY LYNN & LIEBERSON, LLC | 39,121 | 0 | 39,121 | 1,177,746 | Neu | +100,0% | |
| CENTRAL BANK & TRUST CO | 42,956 | 0 | 42,956 | 1,043,835 | Neu | +100,0% | |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 32,889 | 0 | 32,889 | 966,562 | Neu | +100,0% | |
| Grey Fox Wealth Advisors, LLC | 74,640 | 0 | 74,640 | 965,707 | Neu | +100,0% | |
| Kohmann Bosshard Financial Services, LLC | 13,606 | 0 | 13,606 | 884,052 | Neu | +100,0% | |
| NORTHSTAR ASSET MANAGEMENT Co | 29,301 | 0 | 29,301 | 762,901 | Neu | +100,0% | |
| Sequent Asset Management, LLC | 20,953 | 0 | 20,953 | 733,000 | Neu | +100,0% | |
| BIP Wealth, LLC | 23,281 | 0 | 23,281 | 579,006 | Neu | +100,0% | |
| Diversified Trust Co | 7,488 | 0 | 7,488 | 555,165 | Neu | +100,0% | |
| Arvest Bank Trust Division | 3,788 | 0 | 3,788 | 468,226 | Neu | +100,0% | |
| ROWLANDMILLER & PARTNERS.ADV | 6,348 | 0 | 6,348 | 385,980 | Neu | +100,0% | |
| 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 | 0 | 10,677 | 300,889 | Neu | +100,0% | |
| GREAT LAKES ADVISORS, LLC | 11,274 | 0 | 11,274 | 273,953 | Neu | +100,0% | |
| Transce3nd, LLC | 23,414 | 0 | 23,414 | 245,845 | Neu | +100,0% | |
| NBC SECURITIES, INC. | 9,588 | 0 | 9,588 | 244,786 | Neu | +100,0% | |
| Westside Investment Management, Inc. | 3,174 | 0 | 3,174 | 226,474 | Neu | +100,0% | |
| Notis-McConarty Edward | 6,902 | 0 | 6,902 | 221,776 | 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% | |
| Game Plan Financial Advisors, LLC | 302 | 0 | 302 | 41,520 | Neu | +100,0% | |
| NEVILLE RODIE & SHAW INC | 1,160,917 | 0 | 1,160,917 | 32,504 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 17,038 | 0 | 17,038 | 1,038 | Neu | +100,0% | |
| Motiv8 Investments LLC | 11,722 | 0 | 11,722 | 193 | Neu | +100,0% | |
| GRACE & WHITE INC /NY | 37,500 | 0 | 37,500 | 0 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2025. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Vestwell Advisors, LLC | 1,533,260 | 103,643,702 | 40.39 |
| FIRST MERCHANTS CORP | 1,751,906 | 62,764,499 | 24.46 |
| FULTON BANK, N.A. | 604,649 | 45,640,408 | 17.78 |
| DRW Securities, LLC | 100,038 | 17,346,589 | 6.76 |
| Fairfield Financial Advisors, LTD | 118,063 | 5,819,475 | 2.27 |
| NORTH STAR ASSET MANAGEMENT INC | 98,045 | 3,622,005 | 1.41 |
| STALEY CAPITAL ADVISERS INC | 35,759 | 2,650,820 | 1.03 |
| Ethos Financial Group, LLC | 47,672 | 1,835,507 | 0.72 |
| Dempze Nancy E | 34,862 | 1,355,554 | 0.53 |
| MOODY LYNN & LIEBERSON, LLC | 39,121 | 1,177,746 | 0.46 |
| CENTRAL BANK & TRUST CO | 42,956 | 1,043,835 | 0.41 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 32,889 | 966,562 | 0.38 |
| Grey Fox Wealth Advisors, LLC | 74,640 | 965,707 | 0.38 |
| Kohmann Bosshard Financial Services, LLC | 13,606 | 884,052 | 0.34 |
| NORTHSTAR ASSET MANAGEMENT Co | 29,301 | 762,901 | 0.30 |
| Sequent Asset Management, LLC | 20,953 | 733,000 | 0.29 |
| BIP Wealth, LLC | 23,281 | 579,006 | 0.23 |
| Diversified Trust Co | 7,488 | 555,165 | 0.22 |
| Arvest Bank Trust Division | 3,788 | 468,226 | 0.18 |
| ROWLANDMILLER & PARTNERS.ADV | 6,348 | 385,980 | 0.15 |