| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 19 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 19 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14 | 2 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q3 2017 | 16 |
| AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 14 |
| Sonora Investment Management, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 11 |
| MASSMUTUAL TRUST CO FSB/ADV | 10 | 10 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2016 | 10 |
| PLIMOTH TRUST CO LLC | 8 | 8 | 0.07% | 0.33% | 0.53% | Q4 2017 | Q3 2019 | 8 |
| PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2014 | 7 |
| WESTPORT RESOURCES MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2016 | 6 |
| Intellectus Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q3 2017 | 4 |
| Patten Group, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 3 |
| MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
| PAYDEN & RYGEL | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
| IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 2 |
| VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| Ziegler Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
| ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
| Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
External links
This page lists all the filers that currently own BANK NEW Y or have owned BANK NEW Y in the past.