Empfehlung
9,8
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
43.4
14 neu, 27 erhöht, -1812K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | NORTH STAR ASSET MANAGEMENT INC |
|---|---|
| Ticker | |
| CIK | 0001056559 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:20:52.32696 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 3,907,732 | 3,887,254 | 20,478 | 51,864,247 | Aufgestockt | +0,5% | |
| RiverFront Investment Group, LLC | 36,777 | 0 | 36,777 | 2,691,190 | Neu | +100,0% | |
| Kohmann Bosshard Financial Services, LLC | 33,109 | 3,918 | 29,191 | 1,785,588 | Aufgestockt | +745,0% | |
| Brooklyn Investment Group | 25,710 | 0 | 25,710 | 1,601,535 | Neu | +100,0% | |
| Diversified Trust Co | 15,649 | 16,326 | -677 | 941,457 | Reduziert | -4,1% | |
| Dempze Nancy E | 19,500 | 14,500 | 5,000 | 854,685 | Aufgestockt | +34,5% | |
| Mengis Capital Management, Inc. | 11,312 | 10,996 | 316 | 815,953 | Aufgestockt | +2,9% | |
| Westside Investment Management, Inc. | 9,496 | 9,186 | 310 | 697,007 | Aufgestockt | +3,4% | |
| NORTHSTAR ASSET MANAGEMENT Co | 5,822 | 5,443 | 379 | 411,137 | Aufgestockt | +7,0% | |
| GREAT LAKES ADVISORS, LLC | 6,297 | 6,297 | 0 | 379,996 | Unverändert | 0,0% | |
| Sequent Asset Management, LLC | 1,610 | 1,610 | 0 | 339,000 | Unverändert | 0,0% | |
| Ethos Financial Group, LLC | 4,166 | 3,964 | 202 | 271,366 | Aufgestockt | +5,1% | |
| CENTRAL BANK & TRUST CO | 5,168 | 5,168 | 0 | 218,130 | Unverändert | 0,0% | |
| Emprise Bank | 3,409 | 3,409 | 0 | 213,603 | Unverändert | 0,0% | |
| Coastwise Capital Group, LLC | 7,055 | 0 | 7,055 | 202,622 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 2,856 | 2,852 | 4 | 177,332 | Aufgestockt | +0,1% | |
| Estabrook Capital Management | 3,500 | 3,388 | 112 | 122,614 | Aufgestockt | +3,3% | |
| Ancora Advisors LLC | 1,063 | 756 | 307 | 82,403 | Aufgestockt | +40,6% | |
| Hurley Capital, LLC | 222 | 0 | 222 | 76,260 | Neu | +100,0% | |
| Luminist Capital LLC | 358 | 807 | -449 | 22,301 | Reduziert | -55,6% | |
| Financially Speaking Inc | 218 | 211 | 7 | 6,271 | Aufgestockt | +3,3% | |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 74,633 | 75,004 | -371 | 2,972 | Reduziert | -0,5% | |
| CSM Advisors, LLC | 14,734 | 14,734 | 0 | 889 | Unverändert | 0,0% | |
| Coston, McIsaac & Partners | 12,743 | 12,150 | 593 | 852 | Aufgestockt | +4,9% | |
| Motiv8 Investments LLC | 3,426 | 0 | 3,426 | 229 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| NORTH STAR ASSET MANAGEMENT INC | 3,907,732 | 51,864,247 | 87.33 |
| Kohmann Bosshard Financial Services, LLC | 33,109 | 1,785,588 | 3.01 |
| Diversified Trust Co | 15,649 | 941,457 | 1.59 |
| Dempze Nancy E | 19,500 | 854,685 | 1.44 |
| Mengis Capital Management, Inc. | 11,312 | 815,953 | 1.37 |
| Westside Investment Management, Inc. | 9,496 | 697,007 | 1.17 |
| NORTHSTAR ASSET MANAGEMENT Co | 5,822 | 411,137 | 0.69 |
| GREAT LAKES ADVISORS, LLC | 6,297 | 379,996 | 0.64 |
| Sequent Asset Management, LLC | 1,610 | 339,000 | 0.57 |
| Ethos Financial Group, LLC | 4,166 | 271,366 | 0.46 |
| CENTRAL BANK & TRUST CO | 5,168 | 218,130 | 0.37 |
| Emprise Bank | 3,409 | 213,603 | 0.36 |
| Coastwise Capital Group, LLC | 7,055 | 202,622 | 0.34 |
| Game Plan Financial Advisors, LLC | 2,856 | 177,332 | 0.30 |
| Estabrook Capital Management | 3,500 | 122,614 | 0.21 |
| Ancora Advisors LLC | 1,063 | 82,403 | 0.14 |
| Financially Speaking Inc | 218 | 6,271 | 0.01 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 74,633 | 2,972 | 0.01 |
| CSM Advisors, LLC | 14,734 | 889 | 0.00 |
| Coston, McIsaac & Partners | 12,743 | 852 | 0.00 |