Empfehlung
10,1
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
45.1
42 neu, 6 erhöht, -8899K $ 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 | RESOURCES MANAGEMENT CORP /CT/ /ADV |
|---|---|
| Ticker | |
| CIK | 0000749044 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:39:53.695317 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Boston Common Asset Management, LLC | 192,589 | 182,435 | 10,154 | 28,991,900 | Aufgestockt | +5,6% | |
| Azimuth Capital Investment Management LLC | 116,470 | 0 | 116,470 | 10,707,087 | Neu | +100,0% | |
| Inspire Investing, LLC | 111,215 | 0 | 111,215 | 8,831,583 | Neu | +100,0% | |
| Bristlecone Advisors, LLC | 74,095 | 0 | 74,095 | 6,229,908 | Neu | +100,0% | |
| OLD MISSION CAPITAL LLC | 59,639 | 6,078 | 53,561 | 4,575,504 | Aufgestockt | +881,2% | |
| GREAT LAKES ADVISORS, LLC | 381,638 | 356,206 | 25,432 | 4,094,976 | Aufgestockt | +7,1% | |
| Atlas Wealth LLC | 165,712 | 185,982 | -20,270 | 3,065,672 | Reduziert | -10,9% | |
| OARSMAN CAPITAL, INC. | 28,644 | 0 | 28,644 | 2,633,263 | Neu | +100,0% | |
| Element Squared LLC | 27,216 | 0 | 27,216 | 2,288,321 | Neu | +100,0% | |
| Advisory Services Network, LLC | 20,517 | 0 | 20,517 | 1,900,377 | Neu | +100,0% | |
| Valeo Financial Advisors, LLC | 19,735 | 0 | 19,735 | 1,817,952 | Neu | +100,0% | |
| CARY STREET PARTNERS FINANCIAL LLC | 16,365 | 0 | 16,365 | 1,504,435 | Neu | +100,0% | |
| Parallel Advisors, LLC | 15,324 | 0 | 15,324 | 1,408,748 | Neu | +100,0% | |
| Icon Wealth Advisors, LLC | 14,094 | 0 | 14,094 | 1,266,071 | Neu | +100,0% | |
| REXFORD CAPITAL INC | 13,451 | 0 | 13,451 | 1,236,550 | Neu | +100,0% | |
| EverSource Wealth Advisors, LLC | 7,954 | 0 | 7,954 | 731,234 | Neu | +100,0% | |
| CHICAGO TRUST Co NA | 62,705 | 64,666 | -1,961 | 679,094 | Reduziert | -3,0% | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13,018 | 13,018 | 0 | 576,066 | Unverändert | 0,0% | |
| HHM Wealth Advisors, LLC | 5,626 | 0 | 5,626 | 473,035 | Neu | +100,0% | |
| TOWER BRIDGE ADVISORS | 25,100 | 26,600 | -1,500 | 464,350 | Reduziert | -5,6% | |
| Adams Wealth Management | 5,356 | 4,549 | 807 | 450,332 | Aufgestockt | +17,7% | |
| CacheTech Inc. | 5,356 | 4,549 | 807 | 450,332 | Aufgestockt | +17,7% | |
| SEVEN MILE ADVISORY | 4,207 | 0 | 4,207 | 386,719 | Neu | +100,0% | |
| Full Sail Capital, LLC | 3,626 | 0 | 3,626 | 383,341 | Neu | +100,0% | |
| Guardian Wealth Management, Inc. | 3,893 | 0 | 3,893 | 357,889 | Neu | +100,0% | |
| Root Financial Partners, LLC | 3,547 | 0 | 3,547 | 326,117 | Neu | +100,0% | |
| RHUMBLINE ADVISERS | 28,059 | 16,279 | 11,780 | 301,061 | Aufgestockt | +72,4% | |
| Rossby Financial, LCC | 3,178 | 0 | 3,178 | 292,154 | Neu | +100,0% | |
| KEYNOTE FINANCIAL SERVICES LLC | 5,561 | 5,561 | 0 | 251,858 | Unverändert | 0,0% | |
| Lynx Investment Advisory | 2,467 | 0 | 2,467 | 226,786 | Neu | +100,0% | |
| NBC SECURITIES, INC. | 10,477 | 8,618 | 1,859 | 223,075 | Aufgestockt | +21,6% | |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,348 | 0 | 2,348 | 215,852 | Neu | +100,0% | |
| Ethos Financial Group, LLC | 3,531 | 3,525 | 6 | 210,617 | Aufgestockt | +0,2% | |
| WESBANCO BANK INC | 11,225 | 11,560 | -335 | 207,664 | Reduziert | -2,9% | |
| McMill Wealth Management | 3,844 | 0 | 3,844 | 205,116 | Neu | +100,0% | |
| GAMMA Investing LLC | 18,891 | 25,364 | -6,473 | 202,700 | Reduziert | -25,5% | |
| Westside Investment Management, Inc. | 4,522 | 4,522 | 0 | 201,279 | Unverändert | 0,0% | |
| YOUSIF CAPITAL MANAGEMENT, LLC | 13,094 | 13,094 | 0 | 125,156 | Unverändert | 0,0% | |
| Anchor Investment Management, LLC | 1,203 | 0 | 1,203 | 110,592 | Neu | +100,0% | |
| VALLEY WEALTH MANAGERS, INC. | 820 | 0 | 820 | 75,383 | Neu | +100,0% | |
| REDMONT WEALTH ADVISORS LLC | 698 | 0 | 698 | 64,167 | Neu | +100,0% | |
| Hurley Capital, LLC | 1,471 | 0 | 1,471 | 63,623 | Neu | +100,0% | |
| Transce3nd, LLC | 1,329 | 1,326 | 3 | 60,646 | Aufgestockt | +0,2% | |
| Elyxium Wealth, LLC | 583 | 0 | 583 | 53,572 | Neu | +100,0% | |
| Triumph Capital Management | 430 | 0 | 430 | 39,543 | Neu | +100,0% | |
| Mascoma Wealth Management LLC | 264 | 0 | 264 | 24,270 | Neu | +100,0% | |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 1,000 | 1,000 | 0 | 23,580 | Unverändert | 0,0% | |
| Fairscale Capital, LLC | 212 | 0 | 212 | 19,489 | Neu | +100,0% | |
| Hughes Financial Services, LLC | 191 | 0 | 191 | 17,559 | Neu | +100,0% | |
| Generali Investments CEE, investicni spolecnost, a.s. | 375 | 375 | 0 | 16,441 | 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 (%) |
|---|---|---|---|
| Azimuth Capital Investment Management LLC | 116,470 | 10,707,087 | 23.68 |
| Inspire Investing, LLC | 111,215 | 8,831,583 | 19.53 |
| GREAT LAKES ADVISORS, LLC | 381,638 | 4,094,976 | 9.06 |
| Atlas Wealth LLC | 165,712 | 3,065,672 | 6.78 |
| OARSMAN CAPITAL, INC. | 28,644 | 2,633,263 | 5.82 |
| Advisory Services Network, LLC | 20,517 | 1,900,377 | 4.20 |
| Valeo Financial Advisors, LLC | 19,735 | 1,817,952 | 4.02 |
| CARY STREET PARTNERS FINANCIAL LLC | 16,365 | 1,504,435 | 3.33 |
| Parallel Advisors, LLC | 15,324 | 1,408,748 | 3.12 |
| Icon Wealth Advisors, LLC | 14,094 | 1,266,071 | 2.80 |
| REXFORD CAPITAL INC | 13,451 | 1,236,550 | 2.73 |
| EverSource Wealth Advisors, LLC | 7,954 | 731,234 | 1.62 |
| CHICAGO TRUST Co NA | 62,705 | 679,094 | 1.50 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13,018 | 576,066 | 1.27 |
| TOWER BRIDGE ADVISORS | 25,100 | 464,350 | 1.03 |
| SEVEN MILE ADVISORY | 4,207 | 386,719 | 0.86 |
| Guardian Wealth Management, Inc. | 3,893 | 357,889 | 0.79 |
| Root Financial Partners, LLC | 3,547 | 326,117 | 0.72 |
| RHUMBLINE ADVISERS | 28,059 | 301,061 | 0.67 |
| Rossby Financial, LCC | 3,178 | 292,154 | 0.65 |