Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
S&CO INC | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANC FUNDS CO LLC | 42 | 42 | 0.57% | 0.84% | 1.28% | Q2 2013 | Q3 2023 | 42 |
Page Arthur B | 38 | 38 | 0.31% | 0.65% | 0.86% | Q4 2013 | Q1 2023 | 38 |
Sippican Capital Advisors | 37 | 37 | 1.04% | 1.78% | 3.01% | Q3 2014 | Q3 2023 | 37 |
Polaris Capital Management, LLC | 36 | 36 | 0.08% | 0.29% | 0.59% | Q4 2014 | Q3 2023 | 36 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 1 | 0.02% | 0.12% | 0.22% | Q4 2013 | Q3 2023 | 33 |
FIDUCIARY TRUST CO | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 25 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
CAMBRIDGE TRUST CO | 24 | 24 | 0.30% | 0.59% | 0.94% | Q4 2017 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
US BANCORP \DE\ | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
MORGAN STANLEY | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
NORTHEAST INVESTMENT MANAGEMENT | 24 | 24 | 0.08% | 0.13% | 0.19% | Q4 2017 | Q3 2023 | 24 |
VANGUARD GROUP INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
M&T BANK CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Moors & Cabot, Inc. | 24 | 24 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Tortoise Investment Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
STATE STREET CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 15 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
SOMERVILLE KURT F | 23 | 23 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2022 | 23 |
WELLS FARGO & COMPANY/MN | 20 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BOSTON FAMILY OFFICE LLC | 13 | 1 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 23 |
AMICA MUTUAL INSURANCE CO | 23 | 23 | 0.08% | 0.58% | 0.94% | Q1 2018 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Amica Retiree Medical Trust | 23 | 23 | 0.08% | 0.64% | 1.22% | Q1 2018 | Q3 2023 | 23 |
DIMENSIONAL FUND ADVISORS LP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
GEODE CAPITAL MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
RHUMBLINE ADVISERS | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AMERICAN INTERNATIONAL GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE COMMON RETIREMENT FUND | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ANCHOR CAPITAL ADVISORS LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
GAMCO INVESTORS, INC. ET AL | 20 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Legal & General Group Plc | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Stieven Capital Advisors, L.P. | 21 | 21 | 1.03% | 1.28% | 1.76% | Q4 2017 | Q4 2022 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Renaissance Technologies | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MetLife Investment Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
COLONY GROUP LLC | 11 | 9 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2019 | 20 |
FMR LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 15 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 18 |
Rosenthal {-} Henry Capital Advisors, Inc. | 17 | 1 | 0.19% | 0.34% | 0.41% | Q3 2017 | Q1 2022 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
NISA INVESTMENT ADVISORS, LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Aureus Asset Management, LLC | 18 | 18 | 0.05% | 0.09% | 0.19% | Q2 2019 | Q3 2023 | 18 |
SeaCrest Wealth Management, LLC | 10 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 17 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
ENDEAVOUR CAPITAL ADVISORS INC | 16 | 16 | 0.38% | 2.69% | 5.22% | Q4 2019 | Q3 2023 | 16 |
Russell Investments Group, Ltd. | 11 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
MARTINGALE ASSET MANAGEMENT L P | 9 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2023 | 16 |
Aristides Capital LLC | 16 | 16 | 0.27% | 0.67% | 1.20% | Q4 2019 | Q3 2023 | 16 |
FJ Capital Management LLC | 16 | 16 | 0.63% | 1.70% | 2.61% | Q4 2019 | Q3 2023 | 16 |
PROSPECTOR PARTNERS LLC | 15 | 15 | 0.08% | 0.17% | 0.22% | Q4 2019 | Q2 2023 | 15 |
MALTESE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.51% | 1.18% | 2.14% | Q4 2019 | Q2 2023 | 15 |
Cutler Capital Management, LLC | 14 | 14 | 0.30% | 0.82% | 1.18% | Q2 2020 | Q3 2023 | 14 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Crestwood Advisors Group, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
FORBES J M & CO LLP | 13 | 13 | 0.04% | 0.09% | 0.46% | Q2 2020 | Q2 2023 | 13 |
Monarch Partners Asset Management LLC | 13 | 13 | 0.13% | 0.46% | 0.75% | Q4 2019 | Q4 2022 | 13 |
Carl P. Sherr & Co., LLC | 13 | 13 | 0.40% | 0.64% | 0.79% | Q2 2020 | Q2 2023 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
American Research & Management Co. | 11 | 1 | 0.11% | 0.14% | 0.22% | Q2 2018 | Q3 2022 | 12 |
SENTINEL PENSION ADVISORS INC | 11 | 1 | 0.21% | 0.49% | 0.80% | Q3 2020 | Q3 2023 | 12 |
Boston Trust Walden Corp | 9 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 12 |
STATE OF WISCONSIN INVESTMENT BOARD | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DEPRINCE RACE & ZOLLO INC | 11 | 11 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q2 2023 | 11 |
BANK OF MONTREAL /CAN/ | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 11 |
Invesco Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 11 |
Citadel Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 10 |
CASTINE CAPITAL MANAGEMENT, LLC | 10 | 10 | 1.21% | 3.09% | 3.96% | Q4 2017 | Q1 2020 | 10 |
People's United Financial, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
TWO SIGMA INVESTMENTS, LP | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Ledyard National Bank | 6 | 1 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2021 | 9 |
VOYA INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
O'Brien Wealth Partners LLC | 6 | 1 | 0.07% | 0.17% | 0.19% | Q4 2017 | Q4 2021 | 9 |
Seascape Capital Management | 8 | 8 | 0.12% | 0.39% | 0.64% | Q4 2019 | Q3 2021 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Keeley-Teton Advisors, LLC | 8 | 8 | 0.24% | 0.52% | 0.74% | Q3 2021 | Q2 2023 | 8 |
Boit C F David | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 8 |
TWO SIGMA ADVISERS, LP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 8 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
PFS Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Walthausen & Co., LLC | 7 | 7 | 0.48% | 0.53% | 0.60% | Q4 2020 | Q2 2022 | 7 |
Port Capital LLC | 7 | 7 | 0.05% | 0.13% | 0.19% | Q2 2018 | Q4 2019 | 7 |
BOSTON FINANCIAL MANGEMENT LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 7 |
Dentgroup LLC | 6 | 1 | 0.16% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 7 |
PANAGORA ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CREDIT SUISSE AG/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AMERICAN CENTURY COMPANIES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ClariVest Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FENIMORE ASSET MANAGEMENT INC | 5 | 1 | 0.04% | 0.18% | 0.23% | Q2 2013 | Q4 2021 | 6 |
STRS OHIO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
QUADRANT CAPITAL GROUP LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 6 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q4 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HOWLAND CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 5 |
RAMSEY QUANTITATIVE SYSTEMS | 5 | 5 | 0.01% | 0.07% | 0.10% | Q4 2017 | Q4 2018 | 5 |
WASHINGTON TRUST BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Vigilant Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q4 2022 | 5 |
CONDOR CAPITAL MANAGEMENT | 4 | 4 | 0.12% | 0.13% | 0.15% | Q3 2018 | Q2 2019 | 4 |
First Horizon Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
AMICA PENSION FUND BOARD OF TRUSTEES | 4 | 4 | 0.08% | 0.27% | 0.46% | Q1 2018 | Q4 2018 | 4 |
Winslow, Evans & Crocker, Inc. | 3 | 1 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q4 2020 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 4 |
Williams Jones Wealth Management, LLC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Swiss National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.38% | 0.56% | 0.78% | Q4 2017 | Q2 2018 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 3 |
JANUS HENDERSON GROUP PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Relaxing Retirement Coach | 3 | 3 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q2 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q2 2020 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
AQR Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 2 |
OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Atom Investors LP | 2 | 2 | 0.09% | 0.13% | 0.16% | Q1 2023 | Q2 2023 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
WOODSTOCK CORP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2021 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Zweig-DiMenna Associates LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q4 2019 | Q1 2020 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
ProShare Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DENALI ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Penobscot Investment Management Company, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q2 2023 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 2 |
Bangor Savings Bank | 2 | 2 | 0.11% | 0.19% | 0.28% | Q2 2019 | Q3 2019 | 2 |
Plante Moran Financial Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PRICE T ROWE ASSOCIATES INC /MD/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sagefield Capital LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Verdad Advisers, LP | 1 | 1 | 2.44% | 2.44% | 2.44% | Q2 2023 | Q2 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WILKINS INVESTMENT COUNSEL INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Enterprise Bank & Trust Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Versor Investments LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Azora Capital LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own CAMBRIDGE BANCORP or have owned CAMBRIDGE BANCORP in the past.