Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
WealthTrust Axiom LLC | 36 | 36 | 0.05% | 0.23% | 0.49% | Q2 2013 | Q1 2022 | 36 |
TERRIL BROTHERS, INC. | 27 | 27 | 0.07% | 0.56% | 1.15% | Q3 2014 | Q1 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
SHUFRO ROSE & CO LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
JAMES INVESTMENT RESEARCH INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Private Harbour Investment Management & Counsel, LLC | 22 | 22 | 0.24% | 0.80% | 1.75% | Q2 2013 | Q3 2018 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Shaker Financial Services, LLC | 5 | 2 | 0.05% | 0.62% | 1.34% | Q2 2013 | Q2 2020 | 19 |
US BANCORP \DE\ | 15 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 19 |
Baird Financial Group, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
1832 Asset Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 17 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 17 |
Cambridge Investment Research Advisors, Inc. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
SeaCrest Wealth Management, LLC | 14 | 14 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q1 2021 | 14 |
Oxbow Advisors, LLC | 9 | 4 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q1 2019 | 13 |
Rathbones Group PLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2016 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
LPL Financial LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2021 | 12 |
HUNTINGTON NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Steward Partners Investment Advisory, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 10 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 10 |
Geneos Wealth Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Bell Rock Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
CITIGROUP INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
D.A. DAVIDSON & CO. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 9 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Tower Research Capital LLC (TRC) | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q2 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.06% | 0.16% | 0.30% | Q2 2013 | Q2 2018 | 5 |
Southeast Asset Advisors Inc. | 5 | 5 | 0.08% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 5 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.15% | 0.24% | Q2 2013 | Q4 2015 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Integrated Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Invesco Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
ASHFORD CAPITAL MANAGEMENT INC | 4 | 4 | 0.15% | 0.53% | 0.75% | Q1 2014 | Q4 2014 | 4 |
JD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q1 2016 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 4 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Smithfield Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
RMB Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2020 | 4 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 4 |
HBC Financial Services, PLLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
AQR Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2018 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Cetera Advisor Networks LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
CORNERSTONE ADVISORS INC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2013 | Q1 2014 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 3 |
Saba Capital Management, L.P. | 2 | 1 | 0.05% | 0.11% | 0.17% | Q3 2013 | Q2 2014 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
DEUTSCHE BANK AG\ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 3 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2015 | Q2 2015 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Karpus Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kamunting Street Capital Management, L.P. | 2 | 2 | 0.31% | 0.34% | 0.38% | Q2 2014 | Q3 2014 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Edgemoor Investment Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SFI Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SWS Partners | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Jacobus Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Matisse Capital | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own ABERDEEN GLOBAL INCOME FD IN or have owned ABERDEEN GLOBAL INCOME FD IN in the past.