ABERDEEN GLOBAL PREMIER PPTY shareholder history

Current and past ABERDEEN GLOBAL PREMIER PPTY shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Coastal Bridge Advisors, LLC 22220.03%0.05%0.06%Q2 2018Q3 202322
MORGAN STANLEY 22220.00%0.00%0.00%Q2 2018Q3 202322
Financial Advocates Investment Management 22220.01%0.04%0.10%Q2 2018Q3 202322
RAYMOND JAMES & ASSOCIATES 22220.00%0.00%0.00%Q2 2018Q3 202322
AMERIPRISE FINANCIAL INC 22220.00%0.00%0.00%Q2 2018Q3 202322
Advisors Asset Management, Inc. 22220.02%0.09%0.28%Q2 2018Q3 202322
B. Riley Wealth Advisors, Inc. 22220.00%0.04%0.46%Q2 2018Q3 202322
STIFEL FINANCIAL CORP 22220.00%0.00%0.00%Q2 2018Q3 202322
LPL Financial LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
BARCLAYS PLC 22220.00%0.00%0.00%Q2 2018Q3 202322
Raymond James Financial Services Advisors, Inc. 22220.00%0.00%0.01%Q2 2018Q3 202322
BANK OF AMERICA CORP /DE/ 22220.00%0.00%0.00%Q2 2018Q3 202322
ROYAL BANK OF CANADA 22220.00%0.00%0.00%Q2 2018Q3 202322
Highlander Capital Management, LLC 22220.04%0.06%0.11%Q2 2018Q3 202322
UBS Group AG 22220.00%0.00%0.00%Q2 2018Q3 202322
OPPENHEIMER & CO INC 22220.01%0.01%0.01%Q2 2018Q3 202322
COMMONWEALTH EQUITY SERVICES, LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
PNC FINANCIAL SERVICES GROUP, INC. 22220.00%0.00%0.00%Q2 2018Q3 202322
Janney Montgomery Scott LLC 22220.00%0.00%0.00%Q2 2018Q3 202322
GUGGENHEIM CAPITAL LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
WELLS FARGO & COMPANY/MN 22220.00%0.00%0.00%Q2 2018Q3 202322
North Star Investment Management Corp. 1740.00%0.00%0.00%Q2 2018Q3 202321
Quad-Cities Investment Group, LLC 11100.09%0.50%0.81%Q2 2018Q3 202321
Founders Capital Management 1380.01%0.02%0.03%Q2 2018Q4 202321
Pinnacle Wealth Planning Services, Inc. 1710.01%0.03%0.09%Q1 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
PARK AVENUE SECURITIES LLC 1910.00%0.01%0.02%Q2 2018Q3 202320
IHT Wealth Management, LLC 19190.01%0.03%0.11%Q1 2019Q3 202319
MGO ONE SEVEN LLC 1630.00%0.02%0.04%Q3 2018Q3 202319
Cambridge Investment Research Advisors, Inc. 1810.00%0.00%0.01%Q2 2018Q3 202319
Sigma Planning Corp 1520.00%0.00%0.01%Q2 2018Q3 202319
SIGNATUREFD, LLC 990.00%0.00%0.00%Q2 2018Q4 202218
American Portfolios Advisors 18180.00%0.00%0.01%Q2 2018Q3 202218
Invesco Ltd. 17170.00%0.00%0.00%Q2 2018Q2 202217
PARAMETRIC PORTFOLIO ASSOCIATES LLC 16160.00%0.01%0.02%Q2 2018Q1 202216
NewEdge Advisors, LLC 1510.00%0.00%0.01%Q3 2018Q3 202316
Geneos Wealth Management Inc. 16160.00%0.00%0.00%Q3 2018Q2 202216
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q2 202315
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 15150.00%0.01%0.02%Q1 2020Q3 202315
Moors & Cabot, Inc. 15150.00%0.01%0.01%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Thomas J. Herzfeld Advisors, Inc. 15150.00%0.49%1.45%Q3 2019Q1 202315
Private Advisor Group, LLC 15150.00%0.01%0.01%Q1 2020Q3 202315
Live Oak Private Wealth LLC 14140.04%0.07%0.10%Q2 2020Q3 202314
CITIGROUP INC 14140.00%0.00%0.00%Q2 2018Q3 202114
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.00%0.01%0.01%Q3 2020Q3 202313
SVB WEALTH LLC 710.00%0.00%0.01%Q4 2019Q3 202313
Tradition Wealth Management, LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
1607 Capital Partners, LLC 12120.06%0.44%0.78%Q2 2018Q1 202112
Sargent Bickham Lagudis LLC 12120.00%0.00%0.00%Q3 2019Q2 202212
COHEN & STEERS, INC. 12120.00%0.01%0.02%Q3 2019Q2 202212
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
Stratos Wealth Partners, LTD. 11110.00%0.01%0.01%Q2 2018Q4 202011
FMR LLC 210.00%0.00%0.00%Q4 2018Q3 202311
DOLIVER ADVISORS, LP 520.03%0.16%0.49%Q2 2018Q3 202111
Patriot Financial Group Insurance Agency, LLC 11110.00%0.00%0.00%Q4 2019Q2 202211
TSFG, LLC 11110.00%0.00%0.00%Q1 2019Q3 202111
NEXT Financial Group, Inc 610.00%0.00%0.00%Q4 2018Q4 202111
RB Capital Management, LLC 11110.03%0.21%0.34%Q2 2018Q4 202011
MERCER GLOBAL ADVISORS INC /ADV 11110.00%0.00%0.00%Q3 2020Q1 202311
WealthPLAN Partners, LLC 920.00%0.01%0.01%Q1 2019Q2 202311
WOLVERINE ASSET MANAGEMENT LLC 510.01%0.02%0.05%Q4 2018Q4 202210
IFP Advisors, Inc 510.00%0.01%0.02%Q1 2016Q1 202310
Baird Financial Group, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
RMR Advisors LLC 10100.40%0.44%0.47%Q2 2018Q3 202010
All Season Financial Advisors, Inc. 10100.28%0.34%0.50%Q2 2021Q3 202310
ALPINE WOODS CAPITAL INVESTORS, LLC 10100.10%0.74%1.42%Q2 2018Q3 202010
AdvisorNet Financial, Inc 10100.00%0.00%0.00%Q4 2019Q1 202210
CSS LLC/IL 10100.01%0.01%0.02%Q2 2018Q3 202010
WEDBUSH SECURITIES INC 990.01%0.02%0.03%Q2 2018Q2 20209
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 990.01%0.01%0.01%Q3 2019Q3 20219
Meristem Family Wealth, LLC 510.02%0.03%0.04%Q3 2019Q1 20229
Steward Partners Investment Advisory, LLC 610.00%0.00%0.00%Q2 2018Q1 20219
Ahrens Investment Partners LLC 810.00%0.28%1.60%Q3 2020Q1 20239
Baystate Wealth Management LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Walleye Capital LLC 610.00%0.03%0.10%Q1 2019Q4 20229
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 410.01%0.02%0.06%Q4 2018Q2 20239
OneAscent Financial Services LLC 990.06%0.13%0.46%Q3 2021Q3 20239
Rockefeller Capital Management L.P. 990.00%0.00%0.00%Q1 2021Q1 20239
Shaker Financial Services, LLC 320.06%0.18%0.33%Q4 2019Q4 20228
HUNTINGTON NATIONAL BANK 880.00%0.00%0.00%Q4 2021Q3 20238
AVANTAX ADVISORY SERVICES, INC. 710.00%0.02%0.03%Q3 2020Q3 20238
Creative Planning 880.00%0.00%0.00%Q2 2018Q1 20208
ROWLAND CARMICHAEL ADVISORS INC /ADV 880.12%0.15%0.17%Q1 2019Q4 20208
TOMPKINS FINANCIAL CORP 880.00%0.00%0.00%Q1 2022Q4 20238
D.A. DAVIDSON & CO. 880.01%0.01%0.01%Q2 2018Q1 20208
Advisory Services Network, LLC 620.00%0.00%0.00%Q3 2018Q1 20238
Ameritas Investment Company, LLC 610.00%0.02%0.02%Q4 2018Q2 20218
Spectrum Management Group, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Walleye Trading LLC 610.00%0.00%0.00%Q1 2019Q4 20207
TWO SIGMA SECURITIES, LLC 310.00%0.00%0.00%Q3 2018Q2 20237
Bramshill Investments, LLC 770.00%0.11%0.22%Q3 2021Q1 20237
FIDUCIARY TRUST INTERNATIONAL LLC 430.03%0.05%0.06%Q2 2018Q1 20207
L.M. KOHN & COMPANY 770.04%0.06%0.09%Q1 2022Q3 20237
Advisor Group, Inc. 770.01%0.01%0.01%Q2 2018Q4 20197
STEPHENS INC /AR/ 770.00%0.00%0.00%Q3 2019Q1 20217
Sowell Financial Services LLC 770.00%0.00%0.00%Q3 2019Q1 20217
Lido Advisors, LLC 410.00%0.00%0.01%Q3 2018Q1 20227
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 770.01%0.01%0.02%Q1 2022Q3 20237
SCOTIA CAPITAL INC. 770.00%0.00%0.00%Q1 2022Q3 20237
ROBINSON CAPITAL MANAGEMENT, LLC 770.00%0.01%0.02%Q2 2018Q4 20197
Shamrock Asset Management LLC 770.02%0.02%0.03%Q1 2018Q3 20197
LADENBURG THALMANN FINANCIAL SERVICES INC. 660.00%0.00%0.00%Q3 2018Q4 20196
Belpointe Asset Management LLC 420.00%0.04%0.16%Q4 2020Q1 20236
FNY Investment Advisers, LLC 410.01%0.03%0.05%Q4 2019Q3 20226
U.S. Capital Wealth Advisors, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Kestra Advisory Services, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
SFI Advisors, LLC 660.16%0.40%0.58%Q2 2022Q3 20236
StrategIQ Financial Group, LLC 660.02%0.02%0.03%Q2 2018Q3 20196
DEUTSCHE BANK AG\ 550.00%0.00%0.00%Q2 2019Q2 20205
Cornerstone Advisors, LLC 550.01%0.19%0.40%Q4 2019Q4 20205
RMB Capital Management, LLC 320.02%0.04%0.06%Q4 2018Q3 20205
Allworth Financial LP 320.00%0.00%0.00%Q2 2022Q3 20235
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.00%Q3 2020Q3 20235
US BANCORP \DE\ 410.00%0.00%0.00%Q1 2019Q3 20205
CERTUITY, LLC 550.03%0.04%0.04%Q1 2021Q1 20225
AE Wealth Management LLC 550.00%0.00%0.01%Q2 2019Q2 20205
WHITENER CAPITAL MANAGEMENT, INC. 550.00%0.01%0.01%Q3 2018Q3 20195
Modera Wealth Management, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
OTA Financial Group L.P. 410.16%0.42%0.68%Q3 2019Q1 20225
HC Advisors, LLC 550.04%0.10%0.15%Q3 2020Q3 20215
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
Proficio Capital Partners LLC 320.02%0.39%1.04%Q1 2018Q3 20205
HighTower Advisors, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
Cetera Advisor Networks LLC 410.00%0.00%0.00%Q2 2020Q3 20235
ATLAS CAPITAL ADVISORS LLC 320.00%0.00%0.00%Q1 2021Q2 20225
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q2 2018Q2 20215
FIFTH THIRD BANCORP 550.00%0.00%0.00%Q1 2019Q1 20205
Mariner, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
CHANNEL WEALTH LLC 440.03%0.03%0.04%Q1 2023Q4 20234
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 310.00%0.00%0.00%Q2 2018Q1 20204
USCA RIA LLC 220.01%0.02%0.02%Q2 2018Q4 20194
Cresset Asset Management, LLC 310.00%0.00%0.00%Q2 2022Q3 20234
Samalin Investment Counsel, LLC 440.03%0.12%0.23%Q4 2022Q3 20234
Certified Advisory Corp 440.00%0.00%0.00%Q2 2018Q1 20194
Stolper Co 440.06%0.11%0.25%Q1 2020Q4 20204
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Tower Research Capital LLC (TRC) 210.00%0.00%0.00%Q3 2018Q4 20204
SeaCrest Wealth Management, LLC 310.00%0.02%0.03%Q2 2022Q3 20234
NewEdge Wealth, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
CAPTRUST FINANCIAL ADVISORS 310.00%0.00%0.00%Q3 2022Q3 20234
Centurion Wealth Management LLC 440.12%0.13%0.14%Q4 2022Q3 20234
Essex Financial Services, Inc. 440.02%0.02%0.03%Q3 2018Q2 20194
JANE STREET GROUP, LLC 210.00%0.00%0.00%Q1 2020Q4 20224
Global Retirement Partners, LLC 440.04%0.04%0.05%Q4 2020Q3 20214
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
WMS Partners, LLC 440.01%0.02%0.02%Q3 2021Q2 20224
AQR Arbitrage LLC 310.00%0.00%0.01%Q3 2019Q3 20204
Weaver Consulting Group 330.00%0.00%0.00%Q1 2020Q3 20203
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q3 2018Q1 20193
Claraphi Advisory Network, LLC 210.00%0.05%0.08%Q2 2018Q3 20193
MUFG Americas Holdings Corp 330.00%0.00%0.00%Q1 2021Q3 20213
Citadel Advisors 110.00%0.00%0.00%Q4 2018Q3 20233
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q3 2018Q1 20223
Redhawk Wealth Advisors, Inc. 210.04%0.08%0.14%Q3 2018Q1 20223
Measured Wealth Private Client Group, LLC 210.00%0.07%0.10%Q3 2018Q3 20193
Virtu Financial LLC 110.00%0.01%0.01%Q1 2021Q3 20223
CORNERSTONE ADVISORS INC 210.04%0.16%0.24%Q2 2018Q1 20193
Ameritas Advisory Services, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Quantedge Capital Pte Ltd 330.05%0.49%1.13%Q4 2020Q2 20213
Advisor Resource Council 330.02%0.13%0.21%Q2 2021Q4 20213
AXXCESS WEALTH MANAGEMENT, LLC 210.00%0.01%0.01%Q4 2022Q3 20233
Financial Architects, Inc 330.00%0.00%0.00%Q3 2018Q1 20193
D'Orazio & Associates, Inc. 330.01%0.01%0.01%Q1 2021Q3 20213
Weiss Asset Management LP 110.01%0.02%0.04%Q4 2018Q2 20203
Freestone Capital Holdings, LLC 210.00%0.00%0.01%Q2 2021Q1 20233
Avior Wealth Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
MML INVESTORS SERVICES, LLC 330.00%0.01%0.01%Q2 2018Q4 20183
Physician Wealth Advisors, Inc. 330.02%0.03%0.03%Q3 2019Q1 20203
Atria Wealth Solutions, Inc. 210.00%0.00%0.00%Q1 2022Q4 20223
UNITED CAPITAL FINANCIAL ADVISORS, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Elequin Capital, LP 110.06%0.06%0.07%Q4 2022Q2 20232
RESOURCE CONSULTING GROUP INC 220.34%0.35%0.36%Q4 2021Q1 20222
Edge Advisors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.00%0.00%Q2 2018Q3 20182
Walker Asset Management, LLC 220.03%0.03%0.03%Q3 2023Q4 20232
ENVESTNET ASSET MANAGEMENT INC 220.00%0.00%0.00%Q4 2019Q1 20202
HBK INVESTMENTS L P 220.01%0.01%0.02%Q4 2018Q1 20192
Sage Capital Advisors,llc 220.03%0.03%0.03%Q1 2022Q2 20222
Birch Capital Management, LLC 220.04%0.04%0.04%Q2 2020Q3 20202
TCI Wealth Advisors, Inc. 220.03%0.03%0.03%Q2 2018Q3 20182
IEQ CAPITAL, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CASTLE WEALTH MANAGEMENT LLC 220.01%0.01%0.01%Q2 2022Q3 20222
Sunbelt Securities, Inc. 220.02%0.02%0.02%Q3 2019Q4 20192
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 220.29%0.30%0.31%Q2 2020Q3 20202
MAI Capital Management 220.00%0.00%0.00%Q2 2023Q3 20232
KEYBANK NATIONAL ASSOCIATION/OH 220.00%0.00%0.00%Q1 2023Q2 20232
Gradient Investments LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Bank of New York Mellon Corp 220.00%0.00%0.00%Q2 2020Q3 20202
STANSBERRY ASSET MANAGEMENT, LLC 220.14%0.16%0.18%Q2 2018Q3 20182
Future Financial Wealth Managment LLC 220.03%0.03%0.03%Q4 2021Q1 20222
RAYMOND JAMES TRUST N.A. 110.00%0.00%0.01%Q2 2018Q1 20222
Sandy Spring Bank 110.00%0.00%0.00%Q2 2023Q2 20231
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Mutual Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Astoria Portfolio Advisors LLC. 110.07%0.07%0.07%Q4 2021Q4 20211
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
RBA Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
AJ WEALTH STRATEGIES, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
GOLDMAN SACHS GROUP INC 110.00%0.00%0.00%Q1 2020Q1 20201
Destiny Wealth Partners, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2018Q2 20181
Sabal Trust CO 110.01%0.01%0.01%Q4 2018Q4 20181
Asset Dedication, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
NINE MASTS CAPITAL Ltd 110.05%0.05%0.05%Q3 2018Q3 20181
BUCKINGHAM STRATEGIC WEALTH, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Matisse Capital 110.04%0.04%0.04%Q2 2020Q2 20201
COLDSTREAM CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2023Q2 20231
AllSquare Wealth Management LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Segantii Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
InterOcean Capital, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
C2C Wealth Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Oxbow Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Newbridge Financial Services Group, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
WOLFF WIESE MAGANA LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2018Q2 20181
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q1 20231
XTX Topco Ltd 110.01%0.01%0.01%Q2 2023Q2 20231
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2018Q2 20181
WATERS PARKERSON & CO., LLC 110.00%0.00%0.00%Q3 2023Q3 20231
StoneX Group Inc. 110.12%0.12%0.12%Q3 2022Q3 20221
XML Financial, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
AlphaMark Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
J.P. Morgan Private Wealth Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GODSEY & GIBB, INC 110.08%0.08%0.08%Q3 2022Q3 20221
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
WNY Asset Management, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Kerntke Otto McGlone Wealth Management Group 110.50%0.50%0.50%Q4 2019Q4 20191
FORVIS Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Independent Advisor Alliance 110.01%0.01%0.01%Q4 2019Q4 20191
BESSEMER GROUP INC 110.00%0.00%0.00%Q3 2019Q3 20191
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Alpine Global Management, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
Cottage Street Advisors LLC 110.08%0.08%0.08%Q2 2018Q2 20181
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
External links

This page lists all the filers that currently own ABERDEEN GLOBAL PREMIER PPTY or have owned ABERDEEN GLOBAL PREMIER PPTY in the past.