CHARTER FINL CORP MD shareholder history

Current and past CHARTER FINL CORP MD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
TIAA CREF INVESTMENT MANAGEMENT LLC 21210.00%0.00%0.00%Q2 2013Q2 201821
Bank of New York Mellon Corp 21210.00%0.00%0.00%Q2 2013Q2 201821
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 21210.00%0.00%0.00%Q2 2013Q2 201821
Minerva Advisors LLC 21210.87%1.17%1.73%Q2 2013Q2 201821
GEODE CAPITAL MANAGEMENT, LLC 21210.00%0.00%0.00%Q2 2013Q2 201821
STATE STREET CORP 21210.00%0.00%0.00%Q2 2013Q2 201821
Renaissance Technologies 21210.01%0.02%0.03%Q2 2013Q2 201821
TWO SIGMA ADVISERS, LP 21210.00%0.01%0.04%Q2 2013Q2 201821
RHUMBLINE ADVISERS 21210.00%0.00%0.00%Q2 2013Q2 201821
JPMORGAN CHASE & CO 21210.00%0.00%0.00%Q2 2013Q2 201821
CITIGROUP INC 21210.00%0.00%0.00%Q2 2013Q2 201821
VANGUARD GROUP INC 21210.00%0.00%0.01%Q2 2013Q2 201821
PANAGORA ASSET MANAGEMENT INC 21210.00%0.00%0.01%Q2 2013Q2 201821
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21210.00%0.00%0.00%Q2 2013Q2 201821
BlackRock Inc. 21210.00%0.00%0.00%Q2 2013Q2 201821
Highlander Capital Management, LLC 21210.04%0.05%0.06%Q2 2013Q2 201821
WELLS FARGO & COMPANY/MN 21210.00%0.00%0.00%Q2 2013Q2 201821
Invesco Ltd. 21210.00%0.00%0.00%Q2 2013Q2 201821
BANC FUNDS CO LLC 21210.13%0.32%0.41%Q2 2013Q2 201821
DIMENSIONAL FUND ADVISORS LP 21210.00%0.00%0.01%Q2 2013Q2 201821
Brandywine Global Investment Management, LLC 21210.00%0.01%0.02%Q2 2013Q2 201821
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 21210.00%0.00%0.00%Q2 2013Q2 201821
ALLIANCEBERNSTEIN L.P. 21210.00%0.00%0.00%Q2 2013Q2 201821
TEACHERS ADVISORS, LLC 21210.00%0.00%0.00%Q2 2013Q2 201821
MORGAN STANLEY 21210.00%0.00%0.00%Q2 2013Q2 201821
AMERICAN INTERNATIONAL GROUP, INC. 21210.00%0.00%0.00%Q2 2013Q2 201821
NORTHERN TRUST CORP 21210.00%0.00%0.00%Q2 2013Q2 201821
BARCLAYS PLC 10100.00%0.00%0.00%Q2 2013Q2 201820
TWO SIGMA INVESTMENTS, LP 1190.00%0.00%0.01%Q2 2013Q2 201820
SEIZERT CAPITAL PARTNERS, LLC 20200.02%0.13%0.18%Q3 2013Q2 201820
DEUTSCHE BANK AG\ 20200.00%0.00%0.00%Q3 2013Q2 201820
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20200.00%0.00%0.00%Q3 2013Q2 201820
BANK OF AMERICA CORP /DE/ 1120.00%0.00%0.00%Q2 2013Q2 201819
CORBYN INVESTMENT MANAGEMENT INC/MD 19190.05%0.07%0.10%Q2 2013Q4 201719
Nationwide Fund Advisors 18180.00%0.00%0.00%Q2 2013Q3 201718
Private Capital Management, LLC 18180.34%1.72%2.99%Q1 2014Q2 201818
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 17170.03%0.07%0.10%Q2 2014Q2 201817
BNP PARIBAS FINANCIAL MARKETS 940.00%0.00%0.00%Q4 2013Q2 201817
FJ Capital Management LLC 1610.32%0.85%1.46%Q4 2013Q1 201817
MARTINGALE ASSET MANAGEMENT L P 17170.01%0.01%0.03%Q2 2014Q2 201817
Tower Research Capital LLC (TRC) 1010.00%0.00%0.01%Q2 2013Q2 201817
DEPRINCE RACE & ZOLLO INC 1340.02%0.07%0.14%Q3 2013Q2 201817
Legal & General Group Plc 16160.00%0.00%0.00%Q3 2014Q2 201816
BRIDGEWAY CAPITAL MANAGEMENT, LLC 16160.01%0.02%0.03%Q3 2014Q2 201816
METROPOLITAN LIFE INSURANCE CO/NY 730.00%0.00%0.00%Q2 2013Q2 201816
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
UBS Group AG 15150.00%0.00%0.00%Q4 2014Q2 201815
SEI INVESTMENTS CO 15150.00%0.00%0.00%Q4 2014Q2 201815
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
CARDINAL CAPITAL MANAGEMENT LLC /CT 14140.02%0.13%0.20%Q3 2014Q4 201714
KENNEDY CAPITAL MANAGEMENT LLC 730.01%0.05%0.11%Q2 2013Q2 201814
ANALYTIC INVESTORS, LLC 14140.00%0.01%0.02%Q2 2013Q3 201614
ACADIAN ASSET MANAGEMENT LLC 14140.01%0.03%0.04%Q4 2014Q1 201814
BRANDES INVESTMENT PARTNERS, LP 14140.01%0.03%0.05%Q3 2013Q4 201614
MENTA CAPITAL LLC 13130.04%0.07%0.10%Q1 2015Q1 201813
STRS OHIO 1120.00%0.00%0.00%Q2 2013Q2 201813
PDT Partners, LLC 13130.01%0.03%0.11%Q2 2013Q2 201613
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 940.00%0.00%0.00%Q2 2013Q2 201813
NEW YORK STATE COMMON RETIREMENT FUND 13130.00%0.00%0.00%Q2 2015Q2 201813
BANK OF MONTREAL /CAN/ 1110.00%0.00%0.00%Q2 2014Q2 201812
DALTON GREINER HARTMAN MAHER & CO 12120.06%0.11%0.14%Q1 2014Q4 201612
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 810.00%0.00%0.01%Q3 2013Q4 201712
WELLINGTON MANAGEMENT GROUP LLP 660.00%0.00%0.01%Q2 2013Q2 201812
Allianz Asset Management GmbH 12120.00%0.00%0.00%Q1 2015Q4 201712
LOS ANGELES CAPITAL MANAGEMENT LLC 11110.00%0.00%0.01%Q4 2015Q2 201811
Arbiter Partners Capital Management LLC 11110.15%0.20%0.39%Q2 2013Q4 201511
PNC FINANCIAL SERVICES GROUP, INC. 11110.00%0.00%0.00%Q2 2014Q4 201611
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11110.00%0.02%0.05%Q3 2015Q1 201811
FIRST TRUST ADVISORS LP 740.00%0.00%0.00%Q1 2014Q2 201811
BHZ CAPITAL MANAGEMENT, LP 11110.68%1.01%1.24%Q4 2015Q2 201811
PRUDENTIAL FINANCIAL INC 10100.00%0.00%0.00%Q2 2013Q3 201510
GOLDMAN SACHS GROUP INC 10100.00%0.00%0.00%Q1 2016Q2 201810
MILLENNIUM MANAGEMENT LLC 640.00%0.00%0.00%Q4 2015Q2 201810
Oppenheimer & Close, LLC 915.48%6.18%7.14%Q3 2012Q3 201510
ZACKS INVESTMENT MANAGEMENT 10100.04%0.06%0.08%Q4 2015Q1 201810
WEDGE CAPITAL MANAGEMENT L L P/NC 10100.00%0.00%0.00%Q1 2016Q2 201810
Advisor Group, Inc. 990.00%0.00%0.00%Q2 2016Q2 20189
RUSSELL FRANK CO/ 720.00%0.00%0.01%Q2 2013Q1 20169
GLOBEFLEX CAPITAL L P 990.12%0.22%0.33%Q1 2016Q1 20189
Raymond James Financial Services Advisors, Inc. 990.00%0.00%0.00%Q2 2016Q2 20189
Gruss Capital Management LP 990.05%0.18%0.32%Q2 2013Q2 20159
VOYA INVESTMENT MANAGEMENT LLC 990.00%0.00%0.00%Q2 2016Q2 20189
BESSEMER GROUP INC 880.00%0.00%0.00%Q3 2016Q2 20188
Hillsdale Investment Management Inc. 320.00%0.11%0.20%Q1 2014Q3 20178
IMPAX ASSET MANAGEMENT LLC 880.19%0.38%0.47%Q2 2016Q1 20188
PRELUDE CAPITAL MANAGEMENT, LLC 610.00%0.04%0.26%Q4 2015Q2 20188
ROYAL BANK OF CANADA 310.00%0.00%0.00%Q3 2013Q2 20188
Russell Investments Group, Ltd. 770.00%0.00%0.01%Q4 2016Q2 20187
Spark Investment Management LLC 770.01%0.02%0.03%Q4 2016Q2 20187
ZEKE CAPITAL ADVISORS, LLC 770.09%0.09%0.10%Q3 2013Q1 20157
Baird Financial Group, Inc. 770.01%0.01%0.01%Q2 2015Q4 20167
Raffles Associates 770.61%2.18%3.07%Q2 2013Q4 20147
LADENBURG THALMANN FINANCIAL SERVICES INC. 770.00%0.00%0.00%Q4 2016Q2 20187
Centaur Capital 610.45%1.65%2.38%Q2 2014Q2 20167
Founders Capital Management 660.02%0.02%0.02%Q1 2017Q2 20186
Creative Planning 510.00%0.00%0.00%Q2 2016Q2 20186
Ameritas Investment Partners, Inc. 660.00%0.00%0.00%Q1 2017Q2 20186
NAVELLIER & ASSOCIATES INC 660.03%0.04%0.04%Q1 2017Q2 20186
PRICE T ROWE ASSOCIATES INC /MD/ 660.00%0.00%0.00%Q1 2017Q2 20186
BAIRD ROBERT W & CO INC /WI/ 660.01%0.01%0.01%Q4 2013Q1 20156
MEEDER ASSET MANAGEMENT INC 660.00%0.00%0.02%Q1 2017Q2 20186
CREDIT SUISSE AG/ 510.00%0.00%0.00%Q3 2013Q2 20166
PL Capital Advisors, LLC 551.02%1.80%2.27%Q2 2013Q2 20145
LUCUS ADVISORS LLC 550.97%1.61%2.00%Q4 2014Q4 20155
UBS AG 550.00%0.00%0.00%Q3 2013Q3 20145
FIRST QUADRANT LLC/CA 550.00%0.00%0.01%Q4 2016Q4 20175
AMERIPRISE FINANCIAL INC 410.00%0.00%0.00%Q2 2013Q2 20175
FEDERATED HERMES, INC. 550.00%0.01%0.01%Q1 2017Q1 20185
MACKENZIE FINANCIAL CORP 550.00%0.00%0.00%Q2 2017Q2 20185
ClariVest Asset Management LLC 550.01%0.01%0.01%Q1 2017Q1 20185
TFS CAPITAL LLC 210.01%0.05%0.08%Q2 2013Q2 20165
Parkwood LLC 310.02%0.02%0.03%Q4 2013Q4 20144
Citadel Advisors 310.00%0.00%0.00%Q2 2013Q4 20144
SEIDMAN LAWRENCE B 440.55%1.75%2.88%Q4 2013Q3 20144
Nine Chapters Capital Management LLC 210.01%0.16%0.57%Q2 2014Q1 20174
CHICAGO EQUITY PARTNERS LLC 220.01%0.02%0.02%Q1 2016Q2 20174
Cove Street Capital, LLC 440.07%0.08%0.08%Q4 2014Q3 20154
CLARK ESTATES INC/NY 440.07%0.08%0.08%Q2 2013Q1 20144
MALTESE CAPITAL MANAGEMENT LLC 440.58%0.69%0.79%Q2 2013Q1 20144
Sapphire Star Partners LP 310.35%0.60%0.80%Q1 2017Q2 20184
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 440.00%0.00%0.00%Q1 2017Q4 20174
PRICE MICHAEL F 440.06%0.06%0.07%Q2 2013Q1 20144
USA MUTUALS ADVISORS, INC. 440.00%0.00%0.00%Q3 2015Q2 20164
EJF Capital LLC 440.70%0.77%0.87%Q2 2013Q1 20144
Yorktown Management & Research Co Inc 440.09%0.11%0.15%Q3 2017Q2 20184
OXFORD ASSET MANAGEMENT LLP 330.01%0.01%0.01%Q1 2017Q3 20173
ENDEAVOUR CAPITAL ADVISORS INC 330.39%0.47%0.52%Q3 2013Q1 20143
Acrospire Investment Management LLC 110.02%0.03%0.06%Q1 2016Q2 20173
AMERICAN CENTURY COMPANIES INC 330.00%0.00%0.00%Q3 2017Q1 20183
ENVESTNET ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2017Q3 20173
ProShare Advisors LLC 210.00%0.00%0.00%Q3 2013Q2 20143
North Star Investment Management Corp. 330.00%0.00%0.00%Q1 2017Q3 20173
Geduld E E 330.16%0.19%0.21%Q2 2013Q4 20133
Tappan Street Partners LLC 330.47%0.48%0.50%Q4 2015Q2 20163
Clover Partners, L.P. 330.00%0.14%0.23%Q3 2013Q1 20143
Matarin Capital Management, LLC 210.02%0.02%0.02%Q2 2017Q2 20183
RAMSEY QUANTITATIVE SYSTEMS 330.09%0.12%0.15%Q4 2017Q2 20183
CIGNA INVESTMENTS INC /NEW 330.01%0.01%0.01%Q2 2017Q4 20173
Stieven Capital Advisors, L.P. 330.64%1.38%1.77%Q2 2013Q4 20133
TUDOR INVESTMENT CORP ET AL 210.01%0.20%0.60%Q4 2013Q2 20183
QUANTUM CAPITAL MANAGEMENT 330.28%0.39%0.59%Q3 2017Q1 20183
Numeric Investors LLC 330.02%0.02%0.02%Q1 2016Q3 20163
HARBERT MANAGEMENT CORP 330.15%1.78%3.10%Q3 2013Q1 20143
Municipal Employees' Retirement System of Michigan 330.01%0.02%0.02%Q1 2016Q3 20163
Horizon Investment Services, LLC 330.37%0.61%0.72%Q1 2017Q3 20173
MENDON CAPITAL ADVISORS CORP 220.31%0.65%0.99%Q1 2014Q2 20142
GREAT WEST LIFE ASSURANCE CO /CAN/ 220.00%0.00%0.00%Q1 2018Q2 20182
Financial Gravity Asset Management, Inc. 220.00%0.00%0.00%Q1 2018Q2 20182
WHV Investments, Inc. 220.00%0.00%0.00%Q2 2013Q3 20132
MYCIO WEALTH PARTNERS, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
HARBERT FUND ADVISORS, INC. 223.49%3.50%3.52%Q2 2014Q3 20142
Gemmer Asset Management LLC 220.01%0.01%0.01%Q1 2014Q2 20142
EAGLE GLOBAL ADVISORS LLC 220.01%0.01%0.01%Q1 2017Q2 20172
Gupta Wealth Management LLC 220.00%0.00%0.01%Q4 2015Q1 20162
HUSSMAN STRATEGIC ADVISORS, INC. 220.02%0.02%0.02%Q1 2018Q2 20182
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q1 2015Q2 20152
MetLife Investment Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
BLACKTHORN INVESTMENT GROUP LLC 110.04%0.21%0.38%Q2 2013Q4 20142
AXA S.A. 220.00%0.00%0.00%Q4 2017Q1 20182
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q4 2016Q2 20172
JANUS HENDERSON GROUP PLC 220.00%0.00%0.00%Q2 2017Q3 20172
JACOBS ASSET MANAGEMENT, LLC 110.06%0.25%0.45%Q4 2016Q3 20172
Financial Gravity Companies, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
Walleye Trading LLC 110.00%0.00%0.00%Q4 2015Q2 20162
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.00%0.00%Q1 2018Q2 20182
SG Americas Securities, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Hoxton Financial, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
Harvest Capital Strategies LLC 110.11%0.11%0.11%Q2 2013Q2 20131
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Ancora Advisors LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Alpine Global Management, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Engineers Gate Manager LP 110.02%0.02%0.02%Q2 2018Q2 20181
MACKAY SHIELDS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
STILWELL JOSEPH 110.79%0.79%0.79%Q2 2013Q2 20131
CAPSTONE INVESTMENT ADVISORS, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
STEVENS CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q2 2018Q2 20181
Trexquant Investment LP 110.05%0.05%0.05%Q2 2017Q2 20171
PRINCIPAL FINANCIAL GROUP INC 110.00%0.00%0.00%Q2 2013Q2 20131
DUPONT CAPITAL MANAGEMENT CORP 110.05%0.05%0.05%Q2 2018Q2 20181
ASSETMARK, INC 110.00%0.00%0.00%Q4 2017Q4 20171
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
CREDIT AGRICOLE S A 110.00%0.00%0.00%Q2 2013Q2 20131
LYNCH & ASSOCIATES/IN 110.23%0.23%0.23%Q2 2013Q2 20131
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q2 2018Q2 20181
First Personal Financial Services 110.00%0.00%0.00%Q4 2016Q4 20161
Connor, Clark & Lunn Investment Management Ltd. 110.00%0.00%0.00%Q4 2015Q4 20151
THOMPSON SIEGEL & WALMSLEY LLC 110.00%0.00%0.00%Q2 2018Q2 20181
JACOBS LEVY EQUITY MANAGEMENT, INC 110.01%0.01%0.01%Q2 2017Q2 20171
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
C M BIDWELL & ASSOCIATES LTD 110.01%0.01%0.01%Q2 2018Q2 20181
LSV ASSET MANAGEMENT 110.00%0.00%0.00%Q4 2016Q4 20161
RMB Capital Management, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
CORNERCAP INVESTMENT COUNSEL INC 110.10%0.10%0.10%Q1 2017Q1 20171
AJO, LP 110.00%0.00%0.00%Q1 2017Q1 20171
Squarepoint Ops LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Chicago Capital Management, LLC 116.48%6.48%6.48%Q2 2018Q2 20181
Jane Street Holding, LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Forest Hill Capital, LLC 110.38%0.38%0.38%Q2 2013Q2 20131
OMERS ADMINISTRATION Corp 110.01%0.01%0.01%Q2 2018Q2 20181
BERKLEY W R CORP 111.03%1.03%1.03%Q2 2018Q2 20181
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q2 20181
Jefferies Group LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q2 2018Q2 20181
BASSO CAPITAL MANAGEMENT, L.P. 110.00%0.00%0.00%Q3 2013Q3 20131
Virtu Financial LLC 110.02%0.02%0.02%Q2 2018Q2 20181
First Trust Capital Management L.P. 110.76%0.76%0.76%Q2 2018Q2 20181
Oppenheimer & Close, Inc. 115.01%5.01%5.01%Q2 2013Q2 20131
EQUITABLE TRUST CO 110.06%0.06%0.06%Q2 2018Q2 20181
Perkins Investment Management, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
External links

This page lists all the filers that currently own CHARTER FINL CORP MD or have owned CHARTER FINL CORP MD in the past.