Stammdaten
Unternehmen & Branche
| Name | CCM INVESTMENT ADVISERS LLC |
|---|---|
| Ticker | |
| CIK | 0000931097 |
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 |
|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 49.030.841 | 49.935.279 | -904.438 | 49.031.000 | Reduziert | -1,8% | |
| Redwood Wealth Management Group, LLC | 37.967.289 | 34.745.606 | 3.221.683 | 38.450.815 | Aufgestockt | +9,3% | |
| Game Plan Financial Advisors, LLC | 12.303.991 | 10.708.437 | 1.595.554 | 12.303.991 | Aufgestockt | +14,9% | |
| Kohmann Bosshard Financial Services, LLC | 9.099.744 | 0 | 9.099.744 | 9.087.780 | Neu | +100,0% | |
| Financial Gravity Asset Management, Inc. | 7.525.635 | 1.633.525 | 5.892.110 | 7.584.615 | Aufgestockt | +360,7% | |
| Coastwise Capital Group, LLC | 7.500.620 | 6.760.368 | 740.252 | 7.500.620 | Aufgestockt | +10,9% | |
| Trivant Custom Portfolio Group, LLC | 5.299.002 | 0 | 5.299.002 | 5.299.002 | Neu | +100,0% | |
| LIBERTY WEALTH MANAGEMENT LLC | 470.399 | 0 | 470.399 | 5.070.898 | Neu | +100,0% | |
| Fortune Financial Group, Inc. | 3.310.880 | 2.285.497 | 1.025.383 | 3.310.880 | Aufgestockt | +44,9% | |
| Westside Investment Management, Inc. | 1.097.157 | 4.105.989 | -3.008.832 | 1.097.157 | Reduziert | -73,3% | |
| EVERETT HARRIS & CO /CA/ | 82.252 | 82.252 | 0 | 886.678 | Unverändert | 0,0% | |
| Dale Q Rice Investment Management Ltd | 823.787 | 816.834 | 6.953 | 823.787 | Aufgestockt | +0,9% | |
| Keystone Financial Group | 665.159 | 0 | 665.159 | 665.159 | Neu | +100,0% | |
| CONNORS INVESTOR SERVICES INC | 51.386 | 0 | 51.386 | 553.936 | Neu | +100,0% | |
| ITHAKA GROUP LLC | 520.852 | 516.424 | 4.428 | 520.852 | Aufgestockt | +0,9% | |
| Fairfield Financial Advisors, LTD | 448.383 | 446.093 | 2.290 | 448.383 | Aufgestockt | +0,5% | |
| PSI Advisors, LLC | 292.233 | 0 | 292.233 | 442.184 | Neu | +100,0% | |
| Oakworth Capital, Inc. | 37.212 | 37.084 | 128 | 398.426 | Aufgestockt | +0,3% | |
| Financially Speaking Inc | 220.398 | 0 | 220.398 | 220.398 | Neu | +100,0% | |
| FIRST MERCHANTS CORP | 14.698 | 14.698 | 0 | 158.447 | Unverändert | 0,0% | |
| CCM INVESTMENT ADVISERS LLC | 130.769 | 182.753 | -51.984 | 130.769 | Reduziert | -28,4% | |
| RFP Financial Group LLC | 67.640 | 114.307 | -46.667 | 67.640 | Reduziert | -40,8% | |
| Private Capital Advisors, Inc. | 28.471 | 28.140 | 331 | 28.471 | Aufgestockt | +1,2% | |
| Estabrook Capital Management | 1.805 | 0 | 1.805 | 19.458 | Neu | +100,0% | |
| RICHARDSON FINANCIAL SERVICES INC. | 11.890 | 0 | 11.890 | 11.890 | Neu | +100,0% | |
| Main Management LLC | 2.018.052 | 2.258.835 | -240.783 | 2.018 | Reduziert | -10,7% | |
| Lester Murray Antman dba SimplyRich | 683.773 | 0 | 683.773 | 683 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 425.743 | 421.255 | 4.488 | 435 | Aufgestockt | +1,1% | |
| Motiv8 Investments LLC | 6.895 | 0 | 6.895 | 76 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Verlauf |
|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 49.030.841 | 49.935.279 | -1,8% | 49.031.000 | 36,37 | 12 Q |
| Redwood Wealth Management Group, LLC | 37.967.289 | 34.745.606 | +9,3% | 38.450.815 | 28,52 | 7 Q |
| Game Plan Financial Advisors, LLC | 12.303.991 | 10.708.437 | +14,9% | 12.303.991 | 9,13 | 10 Q |
| Financial Gravity Asset Management, Inc. | 7.525.635 | 1.633.525 | +360,7% | 7.584.615 | 5,63 | 14 Q |
| Coastwise Capital Group, LLC | 7.500.620 | 6.760.368 | +10,9% | 7.500.620 | 5,56 | 2 Q |
| Trivant Custom Portfolio Group, LLC | 5.299.002 | 0 | +100,0% | 5.299.002 | 3,93 | 3 Q |
| LIBERTY WEALTH MANAGEMENT LLC | 470.399 | 0 | +100,0% | 5.070.898 | 3,76 | 1 Q |
| Fortune Financial Group, Inc. | 3.310.880 | 2.285.497 | +44,9% | 3.310.880 | 2,46 | 2 Q |
| Westside Investment Management, Inc. | 1.097.157 | 4.105.989 | -73,3% | 1.097.157 | 0,81 | 12 Q |
| EVERETT HARRIS & CO /CA/ | 82.252 | 82.252 | 0,0% | 886.678 | 0,66 | 5 Q |
| Dale Q Rice Investment Management Ltd | 823.787 | 816.834 | +0,9% | 823.787 | 0,61 | 6 Q |
| Keystone Financial Group | 665.159 | 0 | +100,0% | 665.159 | 0,49 | 1 Q |
| CONNORS INVESTOR SERVICES INC | 51.386 | 0 | +100,0% | 553.936 | 0,41 | 3 Q |
| ITHAKA GROUP LLC | 520.852 | 516.424 | +0,9% | 520.852 | 0,39 | 10 Q |
| Fairfield Financial Advisors, LTD | 448.383 | 446.093 | +0,5% | 448.383 | 0,33 | 16 Q |
| PSI Advisors, LLC | 292.233 | 0 | +100,0% | 442.184 | 0,33 | 7 Q |
| Oakworth Capital, Inc. | 37.212 | 37.084 | +0,3% | 398.426 | 0,30 | 3 Q |
| FIRST MERCHANTS CORP | 14.698 | 14.698 | 0,0% | 158.447 | 0,12 | 8 Q |
| CCM INVESTMENT ADVISERS LLC | 130.769 | 182.753 | -28,4% | 130.769 | 0,10 | 15 Q |
| RFP Financial Group LLC | 67.640 | 114.307 | -40,8% | 67.640 | 0,05 | 4 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 27 | 138,8 | 143 |
| 31.12.2025 | ✓ | 21 | 124,4 | 121 |
| 30.09.2025 | ✓ | 25 | 135,0 | 136 |
| 30.06.2025 | ✓ | 23 | 132,0 | 133 |
| 31.03.2025 | ✓ | 18 | 131,7 | 134 |
| 31.12.2024 | ✓ | 20 | 101,7 | 104 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Coastwise Capital Group, LLC | 6.760.368 | 6.760.368 |
| Fortune Financial Group, Inc. | 2.285.497 | 2.511 |
| Motiv8 Investments LLC | 6.895 | 76 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Game Plan Financial Advisors, LLC | 10.708.437 | 4.686.503 | +77.8 % | 10.708.437 |
| Main Management LLC | 2.258.835 | 392.835 | +21.1 % | 2.259 |
| Coston, McIsaac & Partners | 421.255 | 370.886 | +736.3 % | 431 |
| Financial Gravity Asset Management, Inc. | 1.633.525 | 87.049 | +5.6 % | 1.654.090 |
| Oakworth Capital, Inc. | 37.084 | 34.279 | +1222.1 % | 404.383 |
| ITHAKA GROUP LLC | 516.424 | 4.981 | +1.0 % | 516.424 |
| Financially Speaking Inc | 220.398 | 2.126 | +1.0 % | 220.398 |
| Private Capital Advisors, Inc. | 28.140 | 278 | +1.0 % | 28.140 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 446.093 | -8.165.784 | -94.8 % | 446.093 |
| Jackson Wealth Management, LLC | 49.935.279 | -1.969.745 | -3.8 % | 49.935.000 |
| Redwood Wealth Management Group, LLC | 34.745.606 | -1.768.530 | -4.8 % | 35.239.312 |
| Westside Investment Management, Inc. | 4.105.989 | -324.357 | -7.3 % | 4.105.989 |
| Kohmann Bosshard Financial Services, LLC | 9.099.744 | -231.714 | -2.5 % | 9.072.830 |
| CCM INVESTMENT ADVISERS LLC | 182.753 | -66.560 | -26.7 % | 375.873 |
| Dale Q Rice Investment Management Ltd | 816.834 | -23.937 | -2.8 % | 816.834 |
| RFP Financial Group LLC | 114.307 | -21.405 | -15.8 % | 114.307 |