Empfehlung
6,6
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
29.3
2 neu, 4 erhöht, -1579K $ 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 | TOWER BRIDGE ADVISORS |
|---|---|
| Ticker | |
| CIK | 0001278249 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:26:40.961425 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Atlas Wealth LLC | 593,130 | 581,212 | 11,918 | 10,949,180 | Aufgestockt | +2,1% | |
| TOWER BRIDGE ADVISORS | 221,546 | 234,141 | -12,595 | 2,613,353 | Reduziert | -5,4% | |
| Sequent Asset Management, LLC | 4,586 | 4,586 | 0 | 203,000 | Unverändert | 0,0% | |
| Financially Speaking Inc | 1,824 | 1,824 | 0 | 80,872 | Unverändert | 0,0% | |
| Brooklyn Investment Group | 930 | 0 | 930 | 41,362 | Neu | +100,0% | |
| RICHARDSON FINANCIAL SERVICES INC. | 824 | 814 | 10 | 15,738 | Aufgestockt | +1,2% | |
| Transce3nd, LLC | 801 | 3,747 | -2,946 | 9,165 | Reduziert | -78,6% | |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 96,418 | 90,018 | 6,400 | 1,780 | Aufgestockt | +7,1% | |
| ORG Partners LLC | 3,000 | 0 | 3,000 | 1,265 | Neu | +100,0% | |
| Coston, McIsaac & Partners | 5,290 | 4,875 | 415 | 234 | Aufgestockt | +8,5% | |
| Motiv8 Investments LLC | 292 | 0 | 292 | 1 | Neu | +100,0% | |
| PLIMOTH TRUST CO LLC | 10,000 | 10,000 | 0 | 0 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Atlas Wealth LLC | 593,130 | 10,949,180 | 78.92 |
| TOWER BRIDGE ADVISORS | 221,546 | 2,613,353 | 18.84 |
| Sequent Asset Management, LLC | 4,586 | 203,000 | 1.46 |
| Financially Speaking Inc | 1,824 | 80,872 | 0.58 |
| RICHARDSON FINANCIAL SERVICES INC. | 824 | 15,738 | 0.11 |
| Transce3nd, LLC | 801 | 9,165 | 0.07 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 96,418 | 1,780 | 0.01 |
| ORG Partners LLC | 3,000 | 1,265 | 0.01 |
| Coston, McIsaac & Partners | 5,290 | 234 | 0.00 |
| Motiv8 Investments LLC | 292 | 1 | 0.00 |
| PLIMOTH TRUST CO LLC | 10,000 | 0 | 0.00 |