Empfehlung
3,7
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
16.3
3 neu, 0 erhöht, -48208K $ 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 | SMITH SHELLNUT WILSON LLC /ADV |
|---|---|
| Ticker | |
| CIK | 0000944317 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-23 13:16:17.883255 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| EdgeRock Capital LLC | 150,769 | 0 | 150,769 | 37,257,958 | Neu | +100,0% | |
| Ancora Advisors LLC | 94,283 | 101,638 | -7,355 | 20,913,721 | Reduziert | -7,2% | |
| Moloney Securities Asset Management, LLC | 414,073 | 420,823 | -6,750 | 8,859,603 | Reduziert | -1,6% | |
| Stuart Chaussee & Associates, Inc. | 35,690 | 0 | 35,690 | 1,567,148 | Neu | +100,0% | |
| Douglass Winthrop Advisors, LLC | 4,150 | 0 | 4,150 | 1,049,618 | Neu | +100,0% | |
| Zuckerman Investment Group, LLC | 18,905 | 19,157 | -252 | 810,464 | Reduziert | -1,3% | |
| SVB WEALTH LLC | 23,120 | 23,716 | -596 | 596,958 | Reduziert | -2,5% | |
| BRADLEY FOSTER & SARGENT INC/CT | 7,120 | 13,555 | -6,435 | 384,836 | Reduziert | -47,5% | |
| MITCHELL CAPITAL MANAGEMENT CO | 5,500 | 5,500 | 0 | 240,451 | Unverändert | 0,0% | |
| WBI INVESTMENTS, LLC | 5,298 | 0 | 5,298 | 227,125 | Neu | +100,0% | |
| Azimuth Capital Investment Management LLC | 2,176 | 2,176 | 0 | 211,529 | Unverändert | 0,0% | |
| HANTZ FINANCIAL SERVICES, INC. | 515 | 515 | 0 | 24 | 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 (%) |
|---|---|---|---|
| Ancora Advisors LLC | 94,283 | 20,913,721 | 85.59 |
| Douglass Winthrop Advisors, LLC | 4,150 | 1,049,618 | 4.30 |
| Zuckerman Investment Group, LLC | 18,905 | 810,464 | 3.32 |
| SVB WEALTH LLC | 23,120 | 596,958 | 2.44 |
| BRADLEY FOSTER & SARGENT INC/CT | 7,120 | 384,836 | 1.57 |
| MITCHELL CAPITAL MANAGEMENT CO | 5,500 | 240,451 | 0.98 |
| WBI INVESTMENTS, LLC | 5,298 | 227,125 | 0.93 |
| Azimuth Capital Investment Management LLC | 2,176 | 211,529 | 0.87 |
| HANTZ FINANCIAL SERVICES, INC. | 515 | 24 | 0.00 |