Empfehlung
7,6
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
33.8
4 neu, 9 erhöht, -3511K $ 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 | DEAN INVESTMENT ASSOCIATES, LLC |
|---|---|
| Ticker | |
| CIK | 0000846797 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-22 10:40:09.343373 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Curbstone Financial Management Corp | 1,257,076 | 1,201,976 | 55,100 | 38,629,945 | Aufgestockt | +4,6% | |
| DF DENT & CO INC | 539,236 | 550,635 | -11,399 | 17,606,055 | Reduziert | -2,1% | |
| DEAN INVESTMENT ASSOCIATES, LLC | 382,990 | 443,875 | -60,885 | 15,781,889 | Reduziert | -13,7% | |
| Ancora Advisors LLC | 131,544 | 120,856 | 10,688 | 8,565,826 | Aufgestockt | +8,8% | |
| Azimuth Capital Investment Management LLC | 42,797 | 56,349 | -13,552 | 7,943,551 | Reduziert | -24,1% | |
| Pinnacle Wealth Management Advisory Group, LLC | 31,723 | 26,846 | 4,877 | 5,105,839 | Aufgestockt | +18,2% | |
| SEGALL BRYANT & HAMILL, LLC | 120,629 | 121,898 | -1,269 | 4,506,699 | Reduziert | -1,0% | |
| FOUNDATION RESOURCE MANAGEMENT INC | 94,221 | 91,523 | 2,698 | 3,692,521 | Aufgestockt | +2,9% | |
| Dean Capital Management | 25,938 | 76,110 | -50,172 | 2,560,860 | Reduziert | -65,9% | |
| Aurora Investment Counsel | 14,301 | 0 | 14,301 | 2,000,138 | Neu | +100,0% | |
| EADS & HEALD WEALTH MANAGEMENT | 10,006 | 10,732 | -726 | 1,516,407 | Reduziert | -6,8% | |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 32,985 | 32,985 | 0 | 1,292,682 | Unverändert | 0,0% | |
| Corient IA LLC | 6,500 | 6,500 | 0 | 1,158,065 | Unverändert | 0,0% | |
| MERITAGE PORTFOLIO MANAGEMENT | 19,950 | 21,745 | -1,795 | 1,150,916 | Reduziert | -8,3% | |
| Moloney Securities Asset Management, LLC | 4,443 | 4,866 | -423 | 791,485 | Reduziert | -8,7% | |
| BAHL & GAYNOR INC | 8,774 | 8,774 | 0 | 677,792 | Unverändert | 0,0% | |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 3,150 | 3,150 | 0 | 440,559 | Unverändert | 0,0% | |
| JOHN G ULLMAN & ASSOCIATES INC | 2,295 | 2,295 | 0 | 398,205 | Unverändert | 0,0% | |
| SVB WEALTH LLC | 1,862 | 2,114 | -252 | 345,689 | Reduziert | -11,9% | |
| Sageworth Trust Co | 1,775 | 10,062 | -8,287 | 329,458 | Reduziert | -82,4% | |
| HANTZ FINANCIAL SERVICES, INC. | 10,782 | 8,501 | 2,281 | 1,642 | Aufgestockt | +26,8% | |
| ABNER HERRMAN & BROCK LLC | 2,700 | 0 | 2,700 | 386 | Neu | +100,0% | |
| Bollard Group LLC | 3,339 | 0 | 3,339 | 283 | Neu | +100,0% | |
| WINSLOW ASSET MANAGEMENT INC | 7,035 | 0 | 7,035 | 276 | 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 (%) |
|---|---|---|---|
| Curbstone Financial Management Corp | 1,257,076 | 38,629,945 | 33.97 |
| DF DENT & CO INC | 539,236 | 17,606,055 | 15.48 |
| DEAN INVESTMENT ASSOCIATES, LLC | 382,990 | 15,781,889 | 13.88 |
| Ancora Advisors LLC | 131,544 | 8,565,826 | 7.53 |
| Azimuth Capital Investment Management LLC | 42,797 | 7,943,551 | 6.99 |
| Pinnacle Wealth Management Advisory Group, LLC | 31,723 | 5,105,839 | 4.49 |
| SEGALL BRYANT & HAMILL, LLC | 120,629 | 4,506,699 | 3.96 |
| FOUNDATION RESOURCE MANAGEMENT INC | 94,221 | 3,692,521 | 3.25 |
| Dean Capital Management | 25,938 | 2,560,860 | 2.25 |
| Aurora Investment Counsel | 14,301 | 2,000,138 | 1.76 |
| EADS & HEALD WEALTH MANAGEMENT | 10,006 | 1,516,407 | 1.33 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 32,985 | 1,292,682 | 1.14 |
| Corient IA LLC | 6,500 | 1,158,065 | 1.02 |
| MERITAGE PORTFOLIO MANAGEMENT | 19,950 | 1,150,916 | 1.01 |
| BAHL & GAYNOR INC | 8,774 | 677,792 | 0.60 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 3,150 | 440,559 | 0.39 |
| JOHN G ULLMAN & ASSOCIATES INC | 2,295 | 398,205 | 0.35 |
| SVB WEALTH LLC | 1,862 | 345,689 | 0.30 |
| Sageworth Trust Co | 1,775 | 329,458 | 0.29 |
| HANTZ FINANCIAL SERVICES, INC. | 10,782 | 1,642 | 0.00 |