Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 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 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
FMR LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Foundry Partners, LLC | 40 | 40 | 0.06% | 0.11% | 0.18% | Q4 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
SHUFRO ROSE & CO LLC | 39 | 1 | 0.02% | 0.08% | 0.62% | Q3 2012 | Q4 2022 | 40 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 34 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 39 |
Clean Yield Group | 38 | 38 | 0.02% | 0.90% | 2.00% | Q2 2014 | Q3 2023 | 38 |
NAPLES GLOBAL ADVISORS, LLC | 38 | 38 | 0.11% | 0.18% | 0.24% | Q2 2014 | Q3 2023 | 38 |
EARNEST PARTNERS LLC | 24 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
BAR HARBOR TRUST SERVICES | 37 | 37 | 0.00% | 4.84% | 8.26% | Q2 2013 | Q2 2022 | 37 |
HM PAYSON & CO | 19 | 17 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 36 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 34 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BARCLAYS PLC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 35 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
STRS OHIO | 21 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
RHUMBLINE ADVISERS | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 31 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 15 | 1 | 0.01% | 0.25% | 0.42% | Q2 2013 | Q1 2021 | 30 |
ALLIANCEBERNSTEIN L.P. | 26 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
CREDIT SUISSE AG/ | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 28 |
RBF Capital, LLC | 27 | 27 | 0.16% | 0.34% | 0.62% | Q1 2017 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 27 | 27 | 0.45% | 0.75% | 1.22% | Q1 2017 | Q3 2023 | 27 |
North Star Investment Management Corp. | 27 | 27 | 0.00% | 0.16% | 0.37% | Q1 2017 | Q3 2023 | 27 |
BAR HARBOR WEALTH MANAGEMENT | 27 | 27 | 0.22% | 0.51% | 1.20% | Q1 2017 | Q3 2023 | 27 |
BANC FUNDS CO LLC | 27 | 27 | 0.05% | 0.18% | 0.51% | Q2 2013 | Q4 2019 | 27 |
Swiss National Bank | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
EATON VANCE MANAGEMENT | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 26 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 18 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
Sky Investment Group LLC | 25 | 25 | 0.05% | 0.12% | 0.22% | Q1 2017 | Q1 2023 | 25 |
TRUST CO OF VERMONT | 18 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 7 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
Hanson & Doremus Investment Management | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.06% | 0.08% | 0.13% | Q2 2013 | Q1 2019 | 24 |
Polaris Capital Management, LLC | 23 | 23 | 0.04% | 0.07% | 0.58% | Q1 2018 | Q3 2023 | 23 |
People's United Financial, Inc. | 21 | 21 | 0.03% | 0.07% | 0.16% | Q1 2017 | Q1 2022 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.01% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FIRST TRUST ADVISORS LP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
Sawyer & Company, Inc | 13 | 7 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q4 2022 | 20 |
Invesco Ltd. | 11 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.14% | 0.45% | 1.01% | Q4 2018 | Q3 2023 | 20 |
Moors & Cabot, Inc. | 12 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q4 2022 | 20 |
Enterprise Bank & Trust Co | 19 | 19 | 0.34% | 0.54% | 1.05% | Q1 2019 | Q3 2023 | 19 |
BANK OF MONTREAL /CAN/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 19 |
COLONY GROUP LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
TEACHERS ADVISORS, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 18 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
GOLDMAN SACHS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 17 |
FIDUCIARY TRUST CO | 12 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2019 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 16 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Carl P. Sherr & Co., LLC | 8 | 7 | 0.33% | 0.44% | 0.64% | Q4 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Brendel Financial Advisors LLC | 11 | 1 | 0.28% | 0.42% | 0.67% | Q4 2018 | Q1 2023 | 15 |
CITIZENS FINANCIAL GROUP INC/RI | 14 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Patten Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q4 2018 | 15 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
KENNEDY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2016 | 14 |
STIFEL FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 14 |
AMERIPRISE FINANCIAL INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 14 |
CAMDEN NATIONAL BANK | 12 | 1 | 0.04% | 0.06% | 0.12% | Q2 2019 | Q4 2022 | 13 |
Vigilant Capital Management, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Eidelman Virant Capital | 8 | 5 | 0.17% | 0.25% | 0.35% | Q2 2013 | Q3 2016 | 13 |
FEDERATED HERMES, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 13 |
Truehand, Inc | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.05% | 0.10% | 0.16% | Q2 2016 | Q2 2019 | 13 |
NISA INVESTMENT ADVISORS, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Boston Partners | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 12 |
Private Ocean, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2021 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2021 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 11 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 11 |
Vantage Investment Advisors, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q2 2016 | 11 |
Russell Investments Group, Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 11 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
Bangor Savings Bank | 6 | 4 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2019 | 10 |
ROYCE & ASSOCIATES LP | 10 | 10 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q2 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Ledyard National Bank | 9 | 9 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q1 2019 | 9 |
AXA S.A. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 9 |
Norway Savings Bank | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 9 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 9 |
CAPITAL GUARDIAN TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 9 |
DENALI ADVISORS LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 9 |
TWO SIGMA ADVISERS, LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
STRATTON MANAGEMENT CO | 5 | 4 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2015 | 9 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
WASHINGTON TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Wellington Shields Capital Management, LLC | 8 | 8 | 0.05% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Raffles Associates | 7 | 7 | 0.29% | 0.43% | 0.57% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Bigelow Investment Advisors, LLC | 7 | 7 | 0.15% | 0.34% | 0.51% | Q1 2018 | Q3 2019 | 7 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2020 | 7 |
CAMPBELL CAPITAL MANAGEMENT INC | 7 | 7 | 0.27% | 0.44% | 0.74% | Q4 2018 | Q2 2020 | 7 |
MSI Financial Services Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 7 |
OSAIC HOLDINGS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 7 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Hennion & Walsh Asset Management, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
CORNERCAP INVESTMENT COUNSEL INC | 6 | 6 | 0.06% | 0.10% | 0.14% | Q2 2021 | Q3 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Opus Capital Group, LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q3 2017 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.45% | 0.61% | 0.85% | Q2 2022 | Q3 2023 | 6 |
New England Private Wealth Advisors LLC | 6 | 6 | 0.06% | 0.09% | 0.10% | Q1 2017 | Q2 2018 | 6 |
HighTower Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
Belpointe Asset Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 5 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2018 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 5 |
AMERICAN CENTURY COMPANIES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Barrett Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Bell Rock Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
First Bancorp, Inc /ME/ | 3 | 1 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q4 2022 | 5 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
SOLARIS ASSET MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
Krane Funds Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 4 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q2 2021 | Q1 2022 | 4 |
Fieldpoint Private Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 4 |
ProShare Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 4 |
IFP Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
SlateStone Wealth, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 3 |
PANAGORA ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2021 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q3 2016 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q3 2016 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
EAM Investors, LLC | 2 | 2 | 0.08% | 0.16% | 0.23% | Q4 2016 | Q1 2017 | 2 |
Semper Trust Co. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q3 2014 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2013 | 2 |
BOKF, NA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2010 | Q4 2010 | 1 |
Monarch Partners Asset Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
LMR Partners LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
MALTESE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
NORTHEAST INVESTMENT MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own BAR HBR BANKSHARES or have owned BAR HBR BANKSHARES in the past.