Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PARK AVENUE SECURITIES LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Advisors Asset Management, Inc. | 22 | 22 | 0.03% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Thomas J. Herzfeld Advisors, Inc. | 22 | 22 | 0.00% | 0.43% | 1.39% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Relative Value Partners Group, LLC | 21 | 21 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Shaker Financial Services, LLC | 13 | 8 | 0.11% | 1.05% | 2.36% | Q2 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
CSS LLC/IL | 13 | 5 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 18 |
CITIGROUP INC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Invesco Ltd. | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 15 | 15 | 0.07% | 0.12% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
1607 Capital Partners, LLC | 15 | 15 | 0.02% | 0.07% | 0.09% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 14 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10 | 4 | 0.00% | 0.05% | 0.31% | Q2 2018 | Q1 2023 | 14 |
AJ WEALTH STRATEGIES, LLC | 14 | 14 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q2 2023 | 14 |
1776 Wealth LLC | 10 | 3 | 0.03% | 0.26% | 0.48% | Q4 2019 | Q2 2023 | 13 |
Walleye Trading LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
IHT Wealth Management, LLC | 12 | 12 | 0.03% | 0.06% | 0.12% | Q2 2019 | Q1 2022 | 12 |
AQR Arbitrage LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 12 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.06% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Walleye Capital LLC | 10 | 10 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q2 2022 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
IFP Advisors, Inc | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
RMB Capital Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2020 | 9 |
SIT INVESTMENT ASSOCIATES INC | 5 | 4 | 0.03% | 0.12% | 0.27% | Q2 2018 | Q1 2021 | 9 |
BlackRock Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
NewEdge Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quantedge Capital Pte Ltd | 6 | 2 | 0.03% | 0.09% | 0.21% | Q4 2020 | Q3 2023 | 8 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 8 |
Prospera Financial Services Inc | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 7 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 6 |
Karpus Management, Inc. | 3 | 3 | 0.03% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Cornerstone Advisors, LLC | 2 | 1 | 0.02% | 0.06% | 0.20% | Q4 2019 | Q3 2023 | 5 |
GEODE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.00% | 0.07% | 0.09% | Q2 2018 | Q3 2019 | 5 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Yakira Capital Management, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Squar Milner Financial Services LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
CORNERSTONE ADVISORS INC | 4 | 4 | 0.04% | 0.08% | 0.14% | Q2 2018 | Q1 2019 | 4 |
BKS ADVISORS, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 4 |
AMERIPRISE FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 4 |
Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Saba Capital Management, L.P. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Bulldog Investors, LLP | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Logan Stone Capital, LLC | 3 | 3 | 0.16% | 0.21% | 0.25% | Q1 2023 | Q3 2023 | 3 |
GUGGENHEIM CAPITAL LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GOLDMAN SACHS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Anfield Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WNY Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STIFEL FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Heron Bay Capital Management | 2 | 2 | 0.75% | 0.81% | 0.86% | Q1 2023 | Q2 2023 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Weiss Asset Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
DOLIVER ADVISORS, LP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
US BANCORP \DE\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CX Institutional | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
6 Meridian | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Woodline Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own ABERDEEN GLOBAL DYNAMIC DIVI or have owned ABERDEEN GLOBAL DYNAMIC DIVI in the past.