Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 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 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.21% | 0.47% | 0.76% | Q4 2013 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 22 | 17 | 0.02% | 0.09% | 0.24% | Q4 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Advisors Asset Management, Inc. | 17 | 8 | 0.00% | 0.04% | 0.10% | Q4 2014 | Q3 2023 | 34 |
Invesco Ltd. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
LPL Financial LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
WHITTIER TRUST CO | 19 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 32 |
Focused Wealth Management, Inc | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2023 | 31 |
REILLY FINANCIAL ADVISORS, LLC | 30 | 30 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 30 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Cetera Investment Advisers | 22 | 5 | 0.00% | 0.05% | 0.20% | Q2 2016 | Q3 2023 | 27 |
Cetera Advisors LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 26 |
Vivaldi Capital Management LP | 21 | 3 | 0.08% | 0.30% | 1.66% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 11 | 10 | 0.11% | 0.54% | 0.90% | Q2 2018 | Q3 2023 | 21 |
Fiera Capital Corp | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2022 | 21 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 21 | 21 | 0.02% | 0.16% | 0.59% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
1607 Capital Partners, LLC | 21 | 21 | 0.01% | 0.35% | 0.57% | Q3 2018 | Q3 2023 | 21 |
Saba Capital Management, L.P. | 20 | 20 | 0.03% | 0.40% | 1.30% | Q4 2018 | Q3 2023 | 20 |
D.A. DAVIDSON & CO. | 16 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 19 |
FIRST FOUNDATION ADVISORS | 17 | 2 | 0.01% | 0.08% | 0.18% | Q1 2018 | Q1 2023 | 19 |
Blume Capital Management, Inc. | 11 | 1 | 0.00% | 0.12% | 0.64% | Q4 2013 | Q4 2019 | 19 |
Dakota Wealth Management | 19 | 19 | 0.03% | 0.18% | 0.32% | Q3 2018 | Q1 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Karpus Management, Inc. | 19 | 19 | 0.17% | 1.08% | 2.18% | Q3 2018 | Q1 2023 | 19 |
Glovista Investments LLC | 18 | 18 | 0.04% | 0.11% | 0.26% | Q4 2015 | Q1 2020 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2018 | 18 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 18 |
Commonwealth Equity Services, Inc | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 17 |
WOLVERINE ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2022 | 17 |
CIBC Private Wealth Group, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2017 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 9 | 1 | 0.01% | 0.07% | 0.16% | Q3 2014 | Q4 2022 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Aviance Capital Partners, LLC | 15 | 15 | 0.08% | 0.11% | 0.15% | Q3 2019 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SIT INVESTMENT ASSOCIATES INC | 13 | 2 | 0.13% | 0.26% | 0.51% | Q4 2018 | Q3 2023 | 15 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
AQR Arbitrage LLC | 7 | 3 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q2 2023 | 14 |
Diligent Investors, LLC | 14 | 14 | 0.05% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
VISTA INVESTMENT MANAGEMENT | 7 | 6 | 0.08% | 0.14% | 0.28% | Q2 2018 | Q4 2021 | 13 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 13 |
Thomas J. Herzfeld Advisors, Inc. | 13 | 13 | 0.03% | 0.23% | 0.46% | Q4 2018 | Q4 2021 | 13 |
Geneos Wealth Management Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
Oder Investment Management, LLC | 12 | 12 | 1.36% | 1.98% | 2.83% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Wealth Management, LLC | 9 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2020 | 12 |
ROBINSON CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.28% | 0.81% | 1.55% | Q3 2019 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
RMB Capital Management, LLC | 5 | 3 | 0.01% | 0.06% | 0.14% | Q4 2016 | Q4 2020 | 11 |
Global Retirement Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.01% | 0.08% | Q1 2019 | Q3 2023 | 11 |
Almitas Capital LLC | 6 | 2 | 0.17% | 2.39% | 5.60% | Q4 2018 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.03% | 0.14% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Tortoise Investment Management, LLC | 11 | 11 | 0.02% | 0.07% | 0.10% | Q3 2020 | Q1 2023 | 11 |
STIFEL FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
DOLIVER ADVISORS, LP | 7 | 1 | 0.11% | 0.36% | 0.61% | Q4 2013 | Q2 2018 | 10 |
MARINER INVESTMENT GROUP LLC | 8 | 2 | 0.53% | 0.98% | 1.41% | Q1 2018 | Q3 2022 | 10 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 10 |
Matisse Capital | 10 | 10 | 0.06% | 0.34% | 0.82% | Q1 2020 | Q2 2022 | 10 |
Wellspring Financial Advisors, LLC | 6 | 3 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2022 | 9 |
AJ WEALTH STRATEGIES, LLC | 5 | 1 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q1 2022 | 9 |
Joseph P. Lucia & Associates, LLC | 5 | 4 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2021 | 9 |
Snowden Capital Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 9 |
BANK OF MONTREAL /CAN/ | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
SANDERS MORRIS HARRIS LLC | 4 | 2 | 0.07% | 0.09% | 0.11% | Q2 2019 | Q2 2022 | 9 |
Perigon Wealth Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q1 2018 | 9 |
MKT Advisors LLC | 8 | 8 | 0.11% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.21% | 0.72% | 1.34% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Management | 6 | 2 | 0.08% | 0.09% | 0.10% | Q1 2015 | Q1 2017 | 8 |
CERTUITY, LLC | 8 | 8 | 0.18% | 0.39% | 0.63% | Q4 2019 | Q3 2021 | 8 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 7 |
Rockefeller Capital Management L.P. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2011 | Q2 2016 | 7 |
Bulldog Investors, LLP | 7 | 7 | 0.88% | 1.24% | 1.73% | Q1 2022 | Q3 2023 | 7 |
Apriem Advisors | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2017 | 7 |
Allspring Global Investments Holdings, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
GOLDMAN SACHS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 6 |
Cetera Advisor Networks LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Quantedge Capital Pte Ltd | 4 | 2 | 0.04% | 0.17% | 0.36% | Q4 2020 | Q4 2022 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 6 |
PANAGORA ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Walleye Capital LLC | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q3 2020 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 6 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 5 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Sowell Financial Services LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Ackerman Capital Advisors, LLC | 4 | 1 | 0.00% | 0.09% | 0.22% | Q1 2019 | Q3 2020 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MACKAY SHIELDS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Bank of New York Mellon Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Logan Stone Capital, LLC | 4 | 4 | 0.25% | 0.47% | 1.03% | Q1 2022 | Q4 2022 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.84% | 1.00% | 1.15% | Q4 2022 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Biltmore Capital Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2019 | Q2 2020 | 4 |
JPMORGAN CHASE & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Core Wealth Partners LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2017 | Q3 2017 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
HighTower Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 3 |
NORTHERN TRUST CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.09% | 0.12% | 0.15% | Q1 2020 | Q3 2020 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.32% | 0.34% | 0.38% | Q2 2013 | Q4 2013 | 3 |
Chemistry Wealth Management LLC | 3 | 3 | 0.11% | 0.15% | 0.17% | Q1 2022 | Q3 2022 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.07% | 0.13% | Q4 2013 | Q4 2022 | 3 |
Woodline Partners LP | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Beach Point Capital Management LP | 2 | 2 | 2.10% | 2.11% | 2.12% | Q4 2018 | Q1 2019 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
L & S Advisors Inc | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 2 |
TIEMANN INVESTMENT ADVISORS, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2016 | Q3 2016 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q2 2018 | 2 |
Caprock Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q1 2017 | 2 |
MONOGRAPH WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Quarry LP | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 2 |
Next Level Private LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Intersect Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2022 | Q1 2022 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2014 | Q4 2014 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own BLACKROCK CALIF MUN INCOME T or have owned BLACKROCK CALIF MUN INCOME T in the past.