Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 79 |
BARCLAYS PLC | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2020 | 65 |
PEAK6 Group LLC | 14 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2017 | 42 |
Cutler Group LLC / CA | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2020 | 39 |
Citadel Advisors | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 38 |
Spot Trading L.L.C | 10 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2016 | 38 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 32 |
CNA FINANCIAL CORP | 30 | 30 | 0.16% | 0.57% | 1.02% | Q2 2013 | Q3 2020 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 30 |
JPMORGAN CHASE & CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 29 |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2020 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
FORBES J M & CO LLP | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2020 | 25 |
GOLDMAN SACHS GROUP INC | 16 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 25 |
CITIGROUP INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 25 |
DEUTSCHE BANK AG\ | 19 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 25 |
IndexIQ Advisors LLC | 25 | 25 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2019 | 25 |
RAYMOND JAMES & ASSOCIATES | 18 | 6 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2020 | 24 |
US BANCORP \DE\ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
WOLVERINE TRADING, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 21 |
MARCO INVESTMENT MANAGEMENT LLC | 15 | 6 | 0.01% | 0.15% | 0.70% | Q2 2013 | Q2 2019 | 21 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2020 | 19 |
America First Investment Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 19 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 18 |
Greenwich Investment Management, Inc. | 18 | 18 | 0.02% | 0.16% | 0.58% | Q2 2016 | Q3 2020 | 18 |
FIRST MANHATTAN CO. LLC. | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 18 |
Arrow Investment Advisors, LLC | 17 | 17 | 0.09% | 0.18% | 0.39% | Q2 2013 | Q2 2017 | 17 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 17 |
North Star Investment Management Corp. | 13 | 4 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2017 | 17 |
Renaissance Technologies | 14 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 17 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 17 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q1 2018 | 16 |
Raging Capital Management, LLC | 16 | 16 | 0.34% | 4.45% | 6.79% | Q4 2016 | Q3 2020 | 16 |
GUGGENHEIM CAPITAL LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
BANK OF MONTREAL /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2020 | 16 |
Private Capital Advisors, Inc. | 16 | 16 | 0.10% | 0.42% | 1.57% | Q2 2013 | Q1 2017 | 16 |
Hudock, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
GLENMEDE TRUST CO NA | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 15 |
Homrich & Berg | 15 | 15 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2016 | 15 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2020 | 14 |
HITE Hedge Asset Management LLC | 12 | 1 | 0.07% | 0.90% | 1.46% | Q1 2015 | Q1 2020 | 14 |
Rodgers Brothers Inc. | 14 | 14 | 0.04% | 0.14% | 0.28% | Q2 2013 | Q3 2016 | 14 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 11 | 11 | 0.00% | 0.06% | 0.12% | Q3 2015 | Q1 2018 | 14 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Winslow, Evans & Crocker, Inc. | 13 | 13 | 0.00% | 0.06% | 0.14% | Q4 2013 | Q4 2016 | 13 |
BARINGS LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2018 | 13 |
Glendon Capital Management LP | 13 | 13 | 0.44% | 1.29% | 2.24% | Q4 2017 | Q4 2020 | 13 |
WEDBUSH SECURITIES INC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2020 | 13 |
Ahrens Investment Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2019 | 13 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 12 |
Bollard Group LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
BlackRock Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 12 |
Credit Capital Investments LLC | 12 | 12 | 0.12% | 2.03% | 5.81% | Q3 2015 | Q2 2018 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Quinn Opportunity Partners LLC | 12 | 12 | 0.04% | 0.07% | 0.15% | Q4 2015 | Q3 2018 | 12 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2019 | 12 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Sawyer & Company, Inc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Global X Management CO LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 11 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 11 | 11 | 1.33% | 1.81% | 2.63% | Q2 2013 | Q4 2015 | 11 |
Hartford Financial Management Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2020 | 11 |
DEERE & CO | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q1 2018 | 10 |
Pekin Hardy Strauss, Inc. | 10 | 10 | 0.01% | 0.09% | 0.46% | Q4 2015 | Q1 2018 | 10 |
GABLES CAPITAL MANAGEMENT INC. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
CHILTON CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.02% | 0.05% | 0.12% | Q2 2016 | Q3 2018 | 10 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2016 | 10 |
Koshinski Asset Management, Inc. | 8 | 1 | 0.02% | 0.07% | 0.14% | Q4 2014 | Q1 2017 | 9 |
Blackstone Inc. | 9 | 9 | 0.09% | 0.30% | 0.64% | Q2 2016 | Q2 2018 | 9 |
Barrett Asset Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2015 | 9 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
Stockman Wealth Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2018 | 9 |
CADINHA & CO LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q3 2017 | 9 |
Highlander Capital Management, LLC | 9 | 9 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2015 | 9 |
AMERIPRISE FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 9 |
First Allied Advisory Services, Inc. | 4 | 2 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2016 | 9 |
MONETARY MANAGEMENT GROUP INC | 5 | 4 | 0.01% | 0.07% | 0.44% | Q3 2013 | Q4 2015 | 9 |
Pinnacle Holdings, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Strategic Income Management, LLC | 9 | 9 | 2.31% | 5.36% | 9.04% | Q4 2014 | Q4 2016 | 9 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 8 |
Steward Partners Investment Advisory, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 8 |
Parallax Volatility Advisers, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 8 |
Wealthspire Advisors, L.P. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 7 |
Elite Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 7 |
VAN DEN BERG MANAGEMENT I, INC | 7 | 7 | 0.06% | 0.09% | 0.11% | Q1 2015 | Q3 2016 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
RONALD BLUE & CO LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2015 | 6 |
Founders Capital Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2019 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Virtu Financial LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2020 | 6 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2020 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
Vantage Investment Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 6 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.14% | 0.25% | 0.40% | Q2 2013 | Q3 2014 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.09% | 0.15% | 0.21% | Q2 2013 | Q3 2014 | 6 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q3 2014 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
ALPS ADVISORS INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 6 |
Invesco Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2018 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 5 |
OPPENHEIMER & CO INC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
ING GROEP NV | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 5 |
Capital Innovations LLC | 3 | 2 | 0.19% | 0.25% | 0.34% | Q4 2013 | Q2 2015 | 5 |
SYNOVUS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 5 |
TFS CAPITAL LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2013 | Q3 2014 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Barnett & Company, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 |
Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
ASHFORD CAPITAL MANAGEMENT INC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Russell Investments Group, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2020 | 4 |
SMITH, MOORE & CO. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q1 2017 | 4 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2015 | 4 |
American Beacon Advisors, Inc. | 4 | 4 | 9.97% | 11.81% | 13.17% | Q4 2013 | Q3 2014 | 4 |
Leelyn Smith, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.14% | 0.16% | 0.21% | Q1 2015 | Q3 2015 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 3 |
NEW ENGLAND SECURITIES CORP /MA/ | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Moors & Cabot, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 3 |
Apriem Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Walthausen & Co., LLC | 3 | 3 | 0.12% | 0.30% | 0.45% | Q4 2016 | Q2 2017 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q1 2019 | 3 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.28% | 0.31% | 0.36% | Q4 2013 | Q2 2014 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
OSAIC HOLDINGS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 3 |
Bank of New York Mellon Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2015 | Q3 2015 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
CLINTON GROUP INC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q4 2015 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Detwiler Fenton Investment Management LLC | 2 | 1 | 0.26% | 0.29% | 0.33% | Q3 2011 | Q4 2012 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Advocacy Wealth Management Services, LLC | 2 | 1 | 0.00% | 0.28% | 0.63% | Q2 2013 | Q4 2015 | 3 |
Trishield Capital Management LLC | 2 | 1 | 0.89% | 2.26% | 4.81% | Q1 2015 | Q4 2015 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Boston Partners | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
CROFT-LEOMINSTER INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 3 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q1 2014 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2018 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Brookfield Asset Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Trellus Management Company, LLC | 2 | 2 | 0.50% | 0.62% | 0.74% | Q3 2013 | Q4 2013 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.12% | 0.19% | Q4 2013 | Q2 2015 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Winchester Group Inc. | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2013 | Q3 2013 | 2 |
NBW CAPITAL LLC | 2 | 2 | 0.42% | 0.57% | 0.72% | Q2 2013 | Q3 2013 | 2 |
Aspen Investment Management Inc | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Rafferty Asset Management, LLC | 2 | 2 | 0.02% | 0.15% | 0.28% | Q1 2015 | Q2 2015 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 0.05% | 0.08% | 0.12% | Q1 2015 | Q3 2015 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 2 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 2 | 2 | 0.46% | 0.56% | 0.66% | Q2 2016 | Q3 2016 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
CoreCommodity Management, LLC | 1 | 1 | 0.07% | 0.12% | 0.17% | Q1 2015 | Q3 2015 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Liberty Street Advisors, Inc. | 2 | 2 | 2.68% | 4.16% | 5.64% | Q3 2013 | Q4 2013 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q1 2014 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.38% | 0.53% | 0.68% | Q2 2013 | Q3 2013 | 2 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
COWEN INC. | 2 | 2 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q3 2018 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Hodges Capital Management Inc. | 2 | 2 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2013 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
GILDER GAGNON HOWE & CO LLC | 2 | 2 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Leucadia National | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
Financial Architects, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2014 | Q3 2014 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Family Management Corp | 2 | 2 | 0.56% | 0.77% | 0.99% | Q2 2013 | Q3 2013 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 2 |
VIEX Capital Advisors, LLC | 2 | 2 | 0.52% | 1.14% | 1.76% | Q1 2017 | Q2 2017 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Price Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Anchor Bolt Capital, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Sigma Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Maple Rock Capital Partners | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2015 | Q4 2015 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Harvey Partners, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2017 | Q1 2017 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
InterOcean Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2013 | Q4 2013 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
External links
This page lists all the filers that currently own CVR PARTNERS LP or have owned CVR PARTNERS LP in the past.