Stammdaten
Unternehmen & Branche
| Name | MERITAGE PORTFOLIO MANAGEMENT |
|---|---|
| Ticker | |
| CIK | 0000881432 |
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 |
|---|---|---|---|---|---|---|---|
| MERITAGE PORTFOLIO MANAGEMENT | 675.774 | 0 | 675.774 | 9.159.666 | Neu | +100,0% | |
| Ramirez Asset Management, Inc. | 77.376 | 73.906 | 3.470 | 2.989.306 | Aufgestockt | +4,7% | |
| RHUMBLINE ADVISERS | 77.766 | 72.259 | 5.507 | 2.934.178 | Aufgestockt | +7,6% | |
| MITCHELL CAPITAL MANAGEMENT CO | 44.357 | 43.004 | 1.353 | 2.535.446 | Aufgestockt | +3,1% | |
| Ativo Capital Management LLC | 38.759 | 38.765 | -6 | 1.794.538 | Reduziert | 0,0% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 52.942 | 52.942 | 0 | 1.689.823 | Unverändert | 0,0% | |
| GAMMA Investing LLC | 34.006 | 31.343 | 2.663 | 918.252 | Aufgestockt | +8,5% | |
| Sterling Capital Management LLC | 7.364 | 7.783 | -419 | 418.386 | Reduziert | -5,4% | |
| RMG Wealth Management LLC | 26.380 | 0 | 26.380 | 132.443 | Neu | +100,0% | |
| Salomon & Ludwin, LLC | 2.543 | 1.111 | 1.432 | 85.418 | Aufgestockt | +128,9% | |
| PARADIGM ASSET MANAGEMENT CO LLC | 1.326 | 2.826 | -1.500 | 75.794 | Reduziert | -53,1% | |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.224 | 1.523 | -299 | 50.650 | Reduziert | -19,6% | |
| Westside Investment Management, Inc. | 1.965 | 1.965 | 0 | 48.708 | Unverändert | 0,0% | |
| Signature Equity Partners, LLC | 302 | 0 | 302 | 14.542 | Neu | +100,0% | |
| Hurley Capital, LLC | 2.293 | 0 | 2.293 | 11.494 | Neu | +100,0% | |
| Ancora Advisors LLC | 233 | 244 | -11 | 9.678 | Reduziert | -4,5% | |
| Strategic Investment Solutions, Inc. /IL | 350 | 0 | 350 | 5.488 | Neu | +100,0% | |
| Ascentis Independent Advisors | 309 | 0 | 309 | 4.548 | Neu | +100,0% | |
| First Command Advisory Services, Inc. | 76 | 0 | 76 | 4.344 | Neu | +100,0% | |
| IMA Advisory Services, Inc. | 51 | 53 | -2 | 2.915 | Reduziert | -3,8% | |
| ORG Partners LLC | 142 | 0 | 142 | 2.226 | Neu | +100,0% | |
| Sterling Investment Advisors, Ltd. | 65.000 | 0 | 65.000 | 0 | Neu | +100,0% | |
| HANTZ FINANCIAL SERVICES, INC. | 4 | 0 | 4 | 0 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Ramirez Asset Management, Inc. | 77.376 | 73.906 | +4,7% | 2.989.306 | 21,81 | 11 Q |
| RHUMBLINE ADVISERS | 77.766 | 72.259 | +7,6% | 2.934.178 | 21,41 | 12 Q |
| MITCHELL CAPITAL MANAGEMENT CO | 44.357 | 43.004 | +3,1% | 2.535.446 | 18,50 | 17 Q |
| Ativo Capital Management LLC | 38.759 | 38.765 | 0,0% | 1.794.538 | 13,09 | 4 Q |
| YOUSIF CAPITAL MANAGEMENT, LLC | 52.942 | 52.942 | 0,0% | 1.689.823 | 12,33 | 17 Q |
| GAMMA Investing LLC | 34.006 | 31.343 | +8,5% | 918.252 | 6,70 | 10 Q |
| Sterling Capital Management LLC | 7.364 | 7.783 | -5,4% | 418.386 | 3,05 | 7 Q |
| RMG Wealth Management LLC | 26.380 | 0 | +100,0% | 132.443 | 0,97 | 1 Q |
| Salomon & Ludwin, LLC | 2.543 | 1.111 | +128,9% | 85.418 | 0,62 | 4 Q |
| PARADIGM ASSET MANAGEMENT CO LLC | 1.326 | 2.826 | -53,1% | 75.794 | 0,55 | 17 Q |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.224 | 1.523 | -19,6% | 50.650 | 0,37 | 17 Q |
| Westside Investment Management, Inc. | 1.965 | 1.965 | 0,0% | 48.708 | 0,36 | 4 Q |
| Hurley Capital, LLC | 2.293 | 0 | +100,0% | 11.494 | 0,08 | 1 Q |
| Ancora Advisors LLC | 233 | 244 | -4,5% | 9.678 | 0,07 | 2 Q |
| Ascentis Independent Advisors | 309 | 0 | +100,0% | 4.548 | 0,03 | 1 Q |
| First Command Advisory Services, Inc. | 76 | 0 | +100,0% | 4.344 | 0,03 | 1 Q |
| IMA Advisory Services, Inc. | 51 | 53 | -3,8% | 2.915 | 0,02 | 2 Q |
| HANTZ FINANCIAL SERVICES, INC. | 4 | 0 | +100,0% | 0 | 0,00 | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 18 | 0,4 | 14 |
| 31.12.2025 | ✓ | 18 | 1,1 | 22 |
| 30.09.2025 | ✓ | 15 | 1,0 | 18 |
| 30.06.2025 | ✓ | 15 | 1,1 | 18 |
| 31.03.2025 | ✓ | 12 | 1,7 | 16 |
| 31.12.2024 | ✓ | 11 | 1,2 | 14 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Ativo Capital Management LLC | 38.765 | 1.409.465 |
| Signature Equity Partners, LLC | 302 | 14.542 |
| Ancora Advisors LLC | 244 | 10.059 |
| Strategic Investment Solutions, Inc. /IL | 350 | 5.488 |
| IMA Advisory Services, Inc. | 53 | 2.885 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| MERITAGE PORTFOLIO MANAGEMENT | 675.774 | 37.162 | +5.8 % | 9.159.666 |
| RHUMBLINE ADVISERS | 72.259 | 25.614 | +54.9 % | 2.684.011 |
| YOUSIF CAPITAL MANAGEMENT, LLC | 52.942 | 5.593 | +11.8 % | 1.735.483 |
| GAMMA Investing LLC | 31.343 | 2.352 | +8.1 % | 838.714 |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.523 | 69 | +4.7 % | 68.868 |
| ORG Partners LLC | 142 | 15 | +11.8 % | 2.226 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| MITCHELL CAPITAL MANAGEMENT CO | 43.004 | -455 | -1.0 % | 2.341.138 |
| Salomon & Ludwin, LLC | 1.111 | -42 | -3.6 % | 36.523 |
| Sterling Capital Management LLC | 7.783 | -16 | -0.2 % | 424.374 |