Stammdaten
Unternehmen & Branche
| Name | CCM INVESTMENT ADVISERS LLC |
|---|---|
| Ticker | – |
| CIK | 0000931097 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Sitz & Kontakt
| Sitz (Inkorporation) | SC |
|---|---|
| Geschäftsadresse | 1201 MAIN STREET SUITE 1910, 29201 COLUMBIA, SC |
| Telefon | 8032549500 |
| EIN (IRS) | 00-0000000 |
Listing & Historie
| Fiskaljahr-Ende | 31.12. |
|---|---|
| Frühere Namen | CCM ADVISERS LLC (bis 2003) COMPANION CAPITAL MANAGEMENT INC/SC/ (bis 2001) |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten. | ||||||||
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 49.030.841 | 0 | 49.030.841 | 49.031.000 | Neu | +100,0% | |
| Redwood Wealth Management Group, LLC | 37.967.289 | 0 | 37.967.289 | 38.450.815 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 12.303.991 | 0 | 12.303.991 | 12.303.991 | Neu | +100,0% | |
| Financial Gravity Asset Management, Inc. | 7.525.635 | 0 | 7.525.635 | 7.584.615 | Neu | +100,0% | |
| Coastwise Capital Group, LLC | 7.500.620 | 0 | 7.500.620 | 7.500.620 | Neu | +100,0% | |
| 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% | |
| Vermillion Wealth Management, Inc. | 2.579.003 | 0 | 2.579.003 | 2.579.003 | Neu | +100,0% | |
| NBT BANK, N.A. | 1.972.897 | 0 | 1.972.897 | 1.972.897 | Neu | +100,0% | |
| Fortune Financial Group, Inc. | 1.956.136 | 3.310.880 | -1.354.744 | 1.956.136 | Reduziert | -40,9% | |
| Westside Investment Management, Inc. | 1.368.161 | 1.097.157 | 271.004 | 1.368.161 | Aufgestockt | +24,7% | |
| EVERETT HARRIS & CO /CA/ | 82.252 | 0 | 82.252 | 886.678 | Neu | +100,0% | |
| Dale Q Rice Investment Management Ltd | 823.787 | 0 | 823.787 | 823.787 | Neu | +100,0% | |
| Lester Murray Antman dba SimplyRich | 683.773 | 0 | 683.773 | 683.000 | Neu | +100,0% | |
| Keystone Financial Group | 639.270 | 665.159 | -25.889 | 639.270 | Reduziert | -3,9% | |
| CONNORS INVESTOR SERVICES INC | 51.386 | 0 | 51.386 | 553.936 | Neu | +100,0% | |
| ITHAKA GROUP LLC | 520.852 | 0 | 520.852 | 520.852 | Neu | +100,0% | |
| Fairfield Financial Advisors, LTD | 448.383 | 0 | 448.383 | 448.383 | Neu | +100,0% | |
| PSI Advisors, LLC | 292.233 | 0 | 292.233 | 442.184 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 425.743 | 0 | 425.743 | 435.000 | Neu | +100,0% | |
| Grey Ledge Advisors, LLC | 24.536 | 0 | 24.536 | 266.456 | Neu | +100,0% | |
| FIRST MERCHANTS CORP | 14.698 | 14.698 | 0 | 159.623 | Unverändert | 0,0% | |
| CCM INVESTMENT ADVISERS LLC | 130.769 | 0 | 130.769 | 130.769 | Neu | +100,0% | |
| RFP Financial Group LLC | 67.640 | 0 | 67.640 | 67.640 | Neu | +100,0% | |
| Private Capital Advisors, Inc. | 28.641 | 28.471 | 170 | 28.641 | Aufgestockt | +0,6% | |
| Oakworth Capital, Inc. | 2.484 | 37.212 | -34.728 | 24.116 | Reduziert | -93,3% | |
| 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% | |
| Aurora Investment Managers, LLC. | 11.000 | 0 | 11.000 | 11.000 | Neu | +100,0% | |
| Main Management LLC | 2.018.052 | 0 | 2.018.052 | 2.018 | Neu | +100,0% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 3597 von typischerweise 8414 Fonds (43 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Vermillion Wealth Management, Inc. | 2.579.003 | 0 | +100,0% | 2.579.003 | 28,64 | 0 % | 3 Q |
| NBT BANK, N.A. | 1.972.897 | 0 | +100,0% | 1.972.897 | 21,91 | 0 % | 1 Q |
| Fortune Financial Group, Inc. | 1.956.136 | 3.310.880 | -40,9% | 1.956.136 | 21,72 | 100 % | 3 Q |
| Westside Investment Management, Inc. | 1.368.161 | 1.097.157 | +24,7% | 1.368.161 | 15,19 | 0 % | 12 Q |
| Keystone Financial Group | 639.270 | 665.159 | -3,9% | 639.270 | 7,10 | 0 % | 2 Q |
| Grey Ledge Advisors, LLC | 24.536 | 0 | +100,0% | 266.456 | 2,96 | 0 % | 1 Q |
| FIRST MERCHANTS CORP | 14.698 | 14.698 | 0,0% | 159.623 | 1,77 | 100 % | 9 Q |
| Private Capital Advisors, Inc. | 28.641 | 28.471 | +0,6% | 28.641 | 0,32 | 100 % | 7 Q |
| Oakworth Capital, Inc. | 2.484 | 37.212 | -93,3% | 24.116 | 0,27 | 100 % | 4 Q |
| Aurora Investment Managers, LLC. | 11.000 | 0 | +100,0% | 11.000 | 0,12 | 0 % | 1 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 10 | 8,6 | 9 |
| 31.03.2026 | ✓ | 26 | 130,8 | 136 |
| 31.12.2025 | ✓ | 21 | 124,4 | 127 |
| 30.09.2025 | ✓ | 25 | 135,0 | 136 |
| 30.06.2025 | ✓ | 23 | 132,0 | 134 |
| 31.03.2025 | ✓ | 18 | 131,7 | 135 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Trivant Custom Portfolio Group, LLC | 5.299.002 | 5.299.002 |
| LIBERTY WEALTH MANAGEMENT LLC | 470.399 | 5.070.898 |
| Lester Murray Antman dba SimplyRich | 683.773 | 683.000 |
| Keystone Financial Group | 665.159 | 665.159 |
| CONNORS INVESTOR SERVICES INC | 51.386 | 553.936 |
| PSI Advisors, LLC | 292.233 | 442.184 |
| Estabrook Capital Management | 1.805 | 19.458 |
| RICHARDSON FINANCIAL SERVICES INC. | 11.890 | 11.890 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | 7.525.635 | 5.892.110 | +360.7 % | 7.584.615 |
| Redwood Wealth Management Group, LLC | 37.967.289 | 3.221.683 | +9.3 % | 38.450.815 |
| Game Plan Financial Advisors, LLC | 12.303.991 | 1.595.554 | +14.9 % | 12.303.991 |
| Fortune Financial Group, Inc. | 3.310.880 | 1.025.383 | +44.9 % | 3.310.880 |
| Coastwise Capital Group, LLC | 7.500.620 | 740.252 | +10.9 % | 7.500.620 |
| Dale Q Rice Investment Management Ltd | 823.787 | 6.953 | +0.9 % | 823.787 |
| Coston, McIsaac & Partners | 425.743 | 4.488 | +1.1 % | 435.000 |
| ITHAKA GROUP LLC | 520.852 | 4.428 | +0.9 % | 520.852 |
| Fairfield Financial Advisors, LTD | 448.383 | 2.290 | +0.5 % | 448.383 |
| Private Capital Advisors, Inc. | 28.471 | 331 | +1.2 % | 28.471 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| Westside Investment Management, Inc. | 1.097.157 | -3.008.832 | -73.3 % | 1.097.157 |
| Jackson Wealth Management, LLC | 49.030.841 | -904.438 | -1.8 % | 49.031.000 |
| Main Management LLC | 2.018.052 | -240.783 | -10.7 % | 2.018 |
| CCM INVESTMENT ADVISERS LLC | 130.769 | -51.984 | -28.4 % | 130.769 |
| RFP Financial Group LLC | 67.640 | -46.667 | -40.8 % | 67.640 |