| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROOSEVELT INVESTMENT GROUP LLC | 23 | 23 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q4 2018 | 23 |
| NEVILLE RODIE & SHAW INC | 20 | 2 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q2 2019 | 22 |
| DAVIDSON & GARRARD INC | 18 | 18 | 0.49% | 0.81% | 1.05% | Q2 2013 | Q3 2017 | 18 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 18 |
| GLENMEDE TRUST CO NA | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2019 | 17 |
| AMERIPRISE FINANCIAL INC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 14 |
| CIM INVESTMENT MANAGEMENT INC | 14 | 14 | 0.51% | 0.60% | 0.72% | Q1 2015 | Q2 2018 | 14 |
| KCM INVESTMENT ADVISORS LLC | 10 | 2 | 0.01% | 0.05% | 0.32% | Q2 2013 | Q2 2017 | 14 |
| PRENTISS SMITH & CO INC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 12 |
| WESBANCO BANK INC | 9 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2019 | 11 |
| REILLY FINANCIAL ADVISORS, LLC | 8 | 3 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q1 2016 | 11 |
| American Research & Management Co. | 4 | 2 | 0.06% | 0.27% | 0.35% | Q3 2016 | Q2 2019 | 10 |
| CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
| Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
| Sonora Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
| SignalPoint Asset Management, LLC | 6 | 1 | 0.06% | 0.09% | 0.10% | Q1 2015 | Q4 2016 | 7 |
| WESTPORT RESOURCES MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
| Intellectus Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2017 | 4 |
| PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
| NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 0.40% | 0.52% | 0.64% | Q2 2013 | Q4 2013 | 3 |
| Janney Montgomery Scott LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
| MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2016 | 3 |
| CPWM, LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q4 2017 | 3 |
| HUNTINGTON NATIONAL BANK | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
| Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
| PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
| IFP Advisors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2019 | 2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
| Apriem Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
| CAPRIN ASSET MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
| ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
| MID CONTINENT CAPITAL LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
| COBIZ WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
| Ziegler Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
| Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
| VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
| FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own BB&T CORPORATION or have owned BB&T CORPORATION in the past.