CHESAPEAKE UTILS CORP shareholder history

Current and past CHESAPEAKE UTILS CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.00%0.00%0.01%Q1 2013Q3 202343
CREDIT SUISSE AG/ 43430.00%0.00%0.00%Q1 2013Q3 202343
GUGGENHEIM CAPITAL LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.00%0.00%0.01%Q2 2013Q3 202342
Swiss National Bank 42420.00%0.00%0.00%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.02%0.03%0.04%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.00%0.00%0.01%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
BARCLAYS PLC 42420.00%0.00%0.00%Q2 2013Q3 202342
MARTINGALE ASSET MANAGEMENT L P 42420.01%0.05%0.10%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.03%0.05%0.07%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.00%0.01%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
HENNESSY ADVISORS INC 42420.12%0.21%0.32%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Teton Advisors, Inc. 42420.13%0.21%0.30%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.00%0.01%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.00%0.02%0.04%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.00%0.01%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.02%Q2 2013Q3 202342
Clear Harbor Asset Management, LLC 42420.14%1.02%1.46%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.00%0.01%0.01%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.00%0.00%Q2 2013Q3 202342
GOLDMAN SACHS GROUP INC 2710.00%0.01%0.02%Q1 2012Q3 202342
CITIGROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.02%0.03%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.00%0.00%0.01%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.01%0.01%Q2 2013Q3 202342
Fruth Investment Management 42420.54%0.77%0.99%Q2 2013Q3 202342
Tufton Capital Management 42420.86%1.62%2.22%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 41410.00%0.00%0.01%Q3 2013Q3 202341
AMERIPRISE FINANCIAL INC 3560.00%0.00%0.01%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.00%0.00%Q3 2013Q3 202341
JPMORGAN CHASE & CO 2520.00%0.00%0.00%Q2 2013Q3 202340
UBS ASSET MANAGEMENT AMERICAS INC 39390.00%0.00%0.00%Q1 2014Q3 202339
ProShare Advisors LLC 3310.00%0.04%0.08%Q2 2013Q3 202339
TD ASSET MANAGEMENT INC 39390.00%0.00%0.01%Q1 2014Q3 202339
ALBERT D MASON INC 39390.32%0.89%1.22%Q2 2014Q4 202339
AQR Capital Management 2910.00%0.00%0.00%Q4 2012Q3 202338
STRS OHIO 24140.00%0.01%0.03%Q2 2013Q3 202338
BNP PARIBAS FINANCIAL MARKETS 3040.00%0.00%0.00%Q4 2013Q3 202338
Citadel Advisors 2510.00%0.00%0.00%Q3 2015Q3 202338
Energy Income Partners, LLC 38380.04%0.24%0.76%Q2 2014Q3 202338
FIRST TRUST ADVISORS LP 2620.00%0.03%0.10%Q2 2013Q3 202337
Legal & General Group Plc 37370.00%0.00%0.00%Q3 2014Q3 202337
ENVESTNET ASSET MANAGEMENT INC 2070.00%0.00%0.00%Q2 2013Q3 202337
M&T BANK CORP 36360.00%0.01%0.01%Q3 2014Q2 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.00%0.00%0.01%Q2 2013Q1 202236
GLENMEDE TRUST CO NA 2160.00%0.02%0.10%Q2 2013Q2 202336
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
GREAT WEST LIFE ASSURANCE CO /CAN/ 19160.00%0.00%0.01%Q4 2014Q3 202335
BANK OF MONTREAL /CAN/ 2910.00%0.00%0.00%Q2 2013Q3 202335
STIFEL FINANCIAL CORP 2870.00%0.00%0.00%Q4 2014Q3 202335
NEW YORK STATE COMMON RETIREMENT FUND 35350.00%0.00%0.00%Q1 2015Q3 202335
FIFTH THIRD BANCORP 3130.00%0.00%0.01%Q4 2013Q3 202334
Neuberger Berman Group LLC 2010.00%0.00%0.01%Q2 2013Q3 202334
VICTORY CAPITAL MANAGEMENT INC 34340.00%0.00%0.01%Q2 2015Q3 202334
Raymond James Financial Services Advisors, Inc. 33330.01%0.01%0.02%Q3 2015Q3 202333
Renaissance Technologies 3010.00%0.02%0.03%Q2 2013Q3 202333
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 33330.00%0.00%0.01%Q2 2013Q2 202133
Zurcher Kantonalbank (Zurich Cantonalbank) 33330.00%0.00%0.00%Q3 2015Q3 202333
Tower Research Capital LLC (TRC) 810.00%0.01%0.06%Q2 2013Q3 202332
HUNTINGTON NATIONAL BANK 3010.00%0.00%0.01%Q1 2012Q3 202332
Anchor Investment Management, LLC 32320.00%0.05%0.24%Q1 2016Q4 202332
US BANCORP \DE\ 3110.00%0.00%0.00%Q2 2013Q3 202332
NISA INVESTMENT ADVISORS, LLC 31310.00%0.00%0.00%Q1 2016Q3 202331
SEI INVESTMENTS CO 31310.00%0.00%0.01%Q1 2016Q3 202331
CENTRAL TRUST Co 31310.00%0.00%0.00%Q1 2016Q3 202331
FARMERS & MERCHANTS INVESTMENTS INC 31310.00%0.00%0.00%Q1 2016Q3 202331
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 31310.04%0.07%0.11%Q1 2016Q3 202331
Dana Investment Advisors, Inc. 31310.06%0.09%0.14%Q1 2016Q3 202331
PANAGORA ASSET MANAGEMENT INC 1710.00%0.01%0.05%Q2 2013Q1 202330
SUSQUEHANNA INTERNATIONAL GROUP, LLP 510.00%0.00%0.00%Q4 2014Q3 202330
INTRUST BANK NA 30300.07%0.16%0.27%Q2 2016Q3 202330
Nuveen Asset Management, LLC 2910.00%0.01%0.02%Q2 2013Q3 202330
MILLENNIUM MANAGEMENT LLC 920.00%0.01%0.02%Q2 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.01%0.02%Q4 2013Q4 202029
IFP Advisors, Inc 1710.00%0.00%0.01%Q4 2015Q3 202329
Aperio Group, LLC 29290.00%0.00%0.01%Q4 2013Q4 202029
QCI ASSET MANAGEMENT INC/NY 28280.00%0.00%0.00%Q2 2013Q1 202028
Cutter & CO Brokerage, Inc. 28280.36%0.99%1.96%Q2 2013Q1 202028
Russell Investments Group, Ltd. 28280.00%0.00%0.01%Q4 2016Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.02%Q2 2013Q4 201927
SG Americas Securities, LLC 2210.00%0.01%0.03%Q3 2016Q3 202327
PRINCIPAL FINANCIAL GROUP INC 2430.00%0.01%0.01%Q3 2015Q3 202327
TEACHER RETIREMENT SYSTEM OF TEXAS 1330.00%0.00%0.01%Q2 2013Q3 202327
Ameritas Investment Partners, Inc. 27270.00%0.01%0.01%Q1 2017Q3 202327
RAYMOND JAMES & ASSOCIATES 14120.00%0.00%0.00%Q4 2016Q3 202326
Creative Planning 1010.00%0.00%0.00%Q2 2013Q3 202326
Tortoise Index Solutions, LLC 2420.30%0.74%1.22%Q2 2015Q3 202326
Baird Financial Group, Inc. 14120.00%0.00%0.00%Q4 2016Q3 202326
NJ State Employees Deferred Compensation Plan 25250.14%0.20%0.25%Q3 2017Q3 202325
Summit Global Investments 2410.06%0.10%0.18%Q4 2016Q3 202325
FEDERATED HERMES, INC. 2110.00%0.00%0.01%Q2 2013Q3 202325
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 2230.00%0.00%0.00%Q1 2015Q3 202325
PITCAIRN CO 2310.02%0.04%0.06%Q3 2017Q3 202324
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1510.00%0.00%0.00%Q1 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Versant Capital Management, Inc 13110.00%0.00%0.00%Q4 2016Q4 202324
LORD, ABBETT & CO. LLC 24240.01%0.01%0.02%Q2 2013Q1 201924
TEACHERS ADVISORS, LLC 24240.00%0.01%0.02%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.01%0.01%0.01%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.00%0.01%Q2 2013Q1 201924
QUADRANT CAPITAL GROUP LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
Northeast Financial Consultants Inc 1940.02%0.04%0.09%Q4 2017Q3 202323
TWO SIGMA INVESTMENTS, LP 710.00%0.00%0.01%Q2 2013Q3 202322
SIGNATUREFD, LLC 1480.00%0.00%0.00%Q1 2018Q3 202322
Tradewinds Capital Management, LLC 22220.01%0.02%0.05%Q2 2018Q3 202322
First Horizon Advisors, Inc. 1610.00%0.00%0.01%Q2 2014Q3 202322
Geneos Wealth Management Inc. 22220.00%0.00%0.00%Q1 2016Q2 202122
ClariVest Asset Management LLC 1210.00%0.02%0.08%Q2 2013Q1 202322
Cambridge Investment Research Advisors, Inc. 21210.00%0.00%0.00%Q3 2018Q3 202321
USCA RIA LLC 2010.02%0.05%0.19%Q3 2013Q2 202121
VIRGINIA RETIREMENT SYSTEMS ET AL 520.01%0.01%0.02%Q2 2013Q3 202321
FMR LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Copeland Capital Management, LLC 20200.00%0.78%1.46%Q4 2018Q3 202320
RMB Capital Management, LLC 20200.02%0.22%0.39%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.01%0.01%Q4 2013Q3 201820
QS Investors, LLC 1730.00%0.02%0.04%Q4 2014Q2 202020
BOENNING & SCATTERGOOD, INC. 19190.12%0.16%0.20%Q2 2018Q4 202219
KENNEDY CAPITAL MANAGEMENT LLC 19190.03%0.16%0.24%Q2 2016Q4 202019
Private Capital Group, LLC 19190.01%0.01%0.04%Q4 2017Q2 202219
Advisory Services Network, LLC 1110.00%0.02%0.04%Q2 2016Q1 202319
THRIVENT FINANCIAL FOR LUTHERANS 1810.00%0.00%0.01%Q1 2016Q3 202319
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1120.00%0.05%0.10%Q4 2015Q2 202119
AMALGAMATED BANK 19190.01%0.01%0.01%Q1 2019Q3 202319
Uniplan Investment Counsel, Inc. 19190.18%0.36%0.58%Q1 2019Q3 202319
AFFINITY WEALTH MANAGEMENT LLC 19190.10%0.44%2.13%Q1 2019Q3 202319
STATE OF WISCONSIN INVESTMENT BOARD 19190.00%0.01%0.02%Q1 2019Q3 202319
CWM, LLC 1080.00%0.00%0.00%Q1 2019Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.01%0.01%Q2 2013Q3 201718
Asset Planning Services, Ltd. 18180.02%0.03%0.04%Q2 2015Q3 201918
TWO SIGMA ADVISERS, LP 510.00%0.00%0.01%Q2 2013Q2 202318
Cortina Asset Management, LLC 18180.03%0.22%0.33%Q3 2014Q4 201818
CAPTRUST FINANCIAL ADVISORS 1410.00%0.00%0.02%Q2 2018Q3 202318
ADAGE CAPITAL PARTNERS GP, L.L.C. 18180.01%0.04%0.07%Q4 2013Q1 201818
State of New Jersey Common Pension Fund D 18180.01%0.01%0.03%Q2 2019Q3 202318
Dynamic Technology Lab Private Ltd 710.03%0.10%0.41%Q4 2014Q2 202318
BAHL & GAYNOR INC 18180.01%0.02%0.04%Q2 2019Q3 202318
Nationwide Fund Advisors 18180.00%0.00%0.01%Q2 2013Q3 201718
NEW AMSTERDAM PARTNERS LLC/NY 750.11%0.64%1.58%Q2 2013Q1 201918
Supplemental Annuity Collective Trust of NJ 18180.11%0.17%0.24%Q2 2019Q3 202318
Boston Partners 17170.00%0.01%0.02%Q2 2013Q2 201717
Phocas Financial Corp. 17170.20%0.65%1.01%Q4 2013Q4 201717
ARGENT CAPITAL MANAGEMENT LLC 1520.01%0.08%0.13%Q2 2014Q3 202017
Bedel Financial Consulting, Inc. 17170.01%0.01%0.01%Q1 2018Q1 202217
D.A. DAVIDSON & CO. 17170.00%0.00%0.00%Q2 2013Q2 201717
TimeScale Financial, Inc. 17170.00%0.00%0.01%Q2 2019Q2 202317
REGIONS FINANCIAL CORP 1340.00%0.00%0.01%Q1 2016Q1 202217
MOODY ALDRICH PARTNERS LLC 830.76%1.57%2.58%Q1 2016Q2 202317
SCHRODER INVESTMENT MANAGEMENT GROUP 1610.00%0.02%0.03%Q2 2013Q3 202317
JACOBS LEVY EQUITY MANAGEMENT, INC 820.01%0.02%0.05%Q2 2013Q3 202316
LS Investment Advisors, LLC 16160.01%0.01%0.01%Q3 2016Q2 202016
Ativo Capital Management LLC 16160.14%0.19%0.26%Q2 2013Q1 201716
Freedom Investment Management, Inc. 1510.01%0.03%0.05%Q1 2016Q3 202016
ICW Investment Advisors LLC 16160.21%0.34%0.40%Q4 2019Q3 202316
AdvisorNet Financial, Inc 1240.00%0.01%0.02%Q4 2017Q3 202316
Janney Montgomery Scott LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Tributary Capital Management, LLC 16160.87%1.00%1.17%Q4 2019Q3 202316
Boston Trust Walden Corp 16160.18%0.22%0.30%Q4 2018Q3 202216
FIRST NATIONAL BANK OF OMAHA 16160.02%0.04%0.06%Q4 2019Q3 202316
CHICAGO EQUITY PARTNERS LLC 1420.04%0.05%0.07%Q4 2015Q4 201916
Squarepoint Ops LLC 410.00%0.01%0.01%Q2 2016Q3 202316
Cubist Systematic Strategies, LLC 1110.00%0.01%0.04%Q1 2018Q3 202316
ARROW FINANCIAL CORP 16160.00%0.01%0.02%Q3 2014Q2 201816
Cox Capital Mgt LLC 15150.43%0.96%1.80%Q2 2018Q4 202115
MEEDER ASSET MANAGEMENT INC 810.00%0.00%0.02%Q3 2018Q3 202215
Parallel Advisors, LLC 15150.00%0.00%0.00%Q1 2020Q3 202315
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 1320.00%0.00%0.00%Q3 2015Q3 202315
BlackRock Fund Advisors 15150.00%0.01%0.01%Q2 2013Q4 201615
Archford Capital Strategies, LLC 1320.00%0.06%0.08%Q1 2014Q2 201815
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.00%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
BlackRock Group LTD 15150.00%0.00%0.00%Q2 2013Q4 201615
BLACKROCK ADVISORS LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
DALTON GREINER HARTMAN MAHER & CO 1050.06%0.11%0.20%Q2 2013Q1 202115
HANCOCK WHITNEY CORP 15150.04%0.05%0.06%Q2 2013Q4 201615
WEDGE CAPITAL MANAGEMENT L L P/NC 14140.01%0.01%0.02%Q2 2013Q3 201614
ADVISORY RESEARCH INC 14140.06%0.16%0.67%Q2 2020Q3 202314
BRASADA CAPITAL MANAGEMENT, LP 14140.37%0.90%1.28%Q2 2020Q3 202314
Arizona State Retirement System 1220.00%0.01%0.01%Q1 2020Q3 202314
Ellevest, Inc. 14140.00%0.01%0.05%Q2 2020Q3 202314
GSA CAPITAL PARTNERS LLP 510.01%0.05%0.12%Q3 2015Q3 202314
ZACKS INVESTMENT MANAGEMENT 1220.01%0.04%0.13%Q2 2013Q3 202014
WELLINGTON MANAGEMENT GROUP LLP 710.00%0.00%0.01%Q4 2015Q1 202313
Allianz Asset Management GmbH 710.00%0.00%0.00%Q2 2013Q1 202313
Kestra Advisory Services, LLC 13130.03%0.04%0.05%Q3 2020Q3 202313
Grace Capital 13130.16%0.51%0.99%Q2 2014Q2 201713
HighTower Advisors, LLC 920.00%0.00%0.00%Q4 2015Q3 202313
Crow Point Partners, LLC 730.00%0.00%0.00%Q1 2014Q1 201813
TEXAS PERMANENT SCHOOL FUND CORP 13130.01%0.02%0.03%Q3 2020Q3 202313
NAVELLIER & ASSOCIATES INC 13130.04%0.04%0.06%Q4 2016Q4 201913
PUTNAM INVESTMENTS LLC 630.00%0.00%0.01%Q2 2013Q3 202313
WINTON GROUP Ltd 610.01%0.02%0.05%Q1 2018Q1 202313
AMERICAN CENTURY COMPANIES INC 540.00%0.00%0.01%Q2 2013Q3 202313
D. E. Shaw & Co., Inc. 610.00%0.00%0.00%Q2 2013Q2 202013
LPL Financial LLC 1210.00%0.00%0.00%Q1 2018Q3 202313
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 13130.01%0.02%0.02%Q3 2020Q3 202313
ASSETMARK, INC 940.00%0.00%0.00%Q4 2015Q3 202313
State of Alaska, Department of Revenue 13130.00%0.02%0.02%Q3 2020Q3 202313
PUBLIC SECTOR PENSION INVESTMENT BOARD 13130.02%0.03%0.04%Q3 2020Q3 202313
Yorktown Management & Research Co Inc 13130.13%0.34%0.79%Q3 2017Q3 202013
GLOBEFLEX CAPITAL L P 940.00%0.11%0.20%Q2 2013Q2 202013
Krane Funds Advisors LLC 1110.01%0.03%0.05%Q2 2019Q2 202212
Legacy Wealth Asset Management, LLC 12120.18%0.22%0.25%Q4 2020Q3 202312
COMERICA BANK 1110.01%0.02%0.04%Q2 2020Q3 202312
ETRADE Capital Management LLC 12120.03%0.04%0.05%Q1 2016Q4 201812
Ensign Peak Advisors, Inc 12120.00%0.00%0.00%Q4 2020Q3 202312
Clark Capital Management Group, Inc. 910.03%0.09%0.19%Q2 2013Q3 202212
Transamerica Financial Advisors, Inc. 12120.00%0.00%0.00%Q2 2013Q1 201612
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 12120.01%0.01%0.01%Q4 2020Q3 202312
State of Tennessee, Treasury Department 12120.00%0.00%0.01%Q4 2020Q3 202312
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 750.00%0.01%0.01%Q3 2020Q3 202312
Parkside Financial Bank & Trust 12120.00%0.00%0.00%Q4 2020Q3 202312
Louisiana State Employees Retirement System 12120.02%0.03%0.03%Q4 2020Q3 202312
Chevy Chase Trust Holdings, LLC 1110.00%0.00%0.00%Q3 2017Q3 202012
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 12120.02%0.03%0.04%Q4 2013Q3 201612
CORNERCAP INVESTMENT COUNSEL INC 310.06%0.12%0.19%Q2 2013Q1 202312
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
Rockefeller Capital Management L.P. 630.00%0.00%0.00%Q2 2018Q4 202212
ALGERT GLOBAL LLC 750.01%0.18%0.61%Q2 2018Q3 202312
Ziegler Capital Management, LLC 840.19%0.27%0.35%Q1 2020Q3 202312
PARADIGM ASSET MANAGEMENT CO LLC 620.00%0.01%0.03%Q4 2015Q3 202011
Pflug Koory, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
Roble, Belko & Company, Inc 11110.00%0.00%0.00%Q1 2021Q3 202311
HSBC HOLDINGS PLC 650.00%0.01%0.03%Q4 2018Q1 202311
Vident Investment Advisory, LLC 11110.12%0.14%0.19%Q1 2020Q3 202211
Glassman Wealth Services 11110.00%0.00%0.00%Q1 2021Q3 202311
HRT FINANCIAL LP 810.00%0.04%0.29%Q1 2018Q2 202311
Quantbot Technologies LP 510.00%0.01%0.04%Q2 2019Q3 202311
Engineers Gate Manager LP 610.01%0.03%0.07%Q2 2018Q2 202311
Trexquant Investment LP 310.01%0.03%0.06%Q3 2015Q3 202311
LOS ANGELES CAPITAL MANAGEMENT LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
Strategic Wealth Management Group, LLC 11110.32%1.93%2.80%Q4 2018Q2 202111
PERSONAL CFO SOLUTIONS, LLC 11110.04%0.05%0.06%Q1 2021Q3 202311
YorkBridge Wealth Partners, LLC 11110.01%0.01%0.01%Q4 2016Q2 201911
EXCHANGE TRADED CONCEPTS, LLC 10100.03%0.06%0.15%Q3 2021Q4 202310
MACQUARIE GROUP LTD 10100.00%0.00%0.00%Q2 2020Q3 202210
A.R.T. Advisors, LLC 310.01%0.02%0.03%Q2 2013Q3 201910
SRS Capital Advisors, Inc. 10100.00%0.00%0.00%Q2 2021Q3 202310
Magellan Asset Management Ltd 10100.00%0.01%0.02%Q2 2021Q3 202310
ENTERPRISE FINANCIAL SERVICES CORP 810.00%0.00%0.01%Q2 2013Q2 202110
HARBOUR INVESTMENTS, INC. 640.02%0.04%0.05%Q1 2021Q3 202310
LSV ASSET MANAGEMENT 10100.00%0.01%0.02%Q2 2013Q3 201510
Qube Research & Technologies Ltd 410.00%0.01%0.02%Q4 2019Q3 202310
Wealthspire Advisors, LLC 910.05%0.07%0.10%Q1 2021Q3 202310
Prudent Man Advisors, LLC 730.08%0.09%0.10%Q4 2020Q2 202310
Asset Management One Co., Ltd. 990.00%0.00%0.01%Q4 2014Q4 20169
Allworth Financial LP 990.00%0.00%0.00%Q3 2021Q3 20239
TIEDEMANN ADVISORS, LLC 720.06%0.12%0.18%Q1 2017Q3 20209
ExodusPoint Capital Management, LP 710.00%0.02%0.04%Q4 2019Q3 20239
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q3 2020Q3 20239
CREATIVE FINANCIAL DESIGNS INC /ADV 990.01%0.01%0.01%Q3 2021Q3 20239
Financial Gravity Asset Management, Inc. 630.00%0.15%1.23%Q1 2018Q2 20209
Maryland State Retirement & Pension System 990.02%0.04%0.07%Q3 2021Q3 20239
U.S. Capital Wealth Advisors, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
MML INVESTORS SERVICES, LLC 810.00%0.00%0.00%Q2 2020Q3 20239
JANUS HENDERSON GROUP PLC 990.00%0.00%0.00%Q3 2021Q3 20239
LAZARD ASSET MANAGEMENT LLC 720.00%0.00%0.00%Q1 2021Q2 20239
CIM, LLC 990.05%0.07%0.08%Q4 2020Q4 20229
DELTA ASSET MANAGEMENT LLC/TN 540.00%0.00%0.00%Q4 2020Q3 20239
JFS WEALTH ADVISORS, LLC 810.00%0.00%0.00%Q1 2018Q3 20239
TELEMUS CAPITAL, LLC 610.02%0.02%0.02%Q2 2016Q1 20199
MSI Financial Services Inc 880.00%0.00%0.00%Q1 2015Q4 20168
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.00%0.01%0.02%Q3 2019Q3 20238
Belpointe Asset Management LLC 880.01%0.01%0.01%Q2 2021Q1 20238
American Portfolios Advisors 880.00%0.00%0.00%Q4 2020Q3 20228
Sapphire Star Partners LP 620.31%0.73%1.23%Q4 2016Q4 20188
Cresset Asset Management, LLC 420.00%0.00%0.01%Q4 2018Q3 20238
PEAK6 Investments LLC 330.00%0.00%0.01%Q2 2022Q4 20228
MASSMUTUAL TRUST CO FSB/ADV 710.00%0.00%0.00%Q1 2018Q4 20238
FULLER & THALER ASSET MANAGEMENT, INC. 880.00%0.00%0.00%Q4 2016Q3 20188
Snowden Capital Advisors LLC 610.00%0.01%0.02%Q2 2019Q3 20238
GPS Wealth Strategies Group, LLC 710.00%0.00%0.00%Q1 2021Q1 20238
LIBERTY WEALTH MANAGEMENT LLC 880.00%0.00%0.01%Q4 2019Q3 20218
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
TUDOR INVESTMENT CORP ET AL 510.00%0.03%0.07%Q2 2016Q2 20238
Cladis Investment Advisory, LLC 880.78%1.05%1.21%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
PEAK6 Group LLC 310.00%0.00%0.01%Q4 2015Q2 20178
Sutton Wealth Advisors Inc. 880.01%0.01%0.01%Q1 2021Q4 20228
Covestor Ltd 880.00%0.00%0.00%Q4 2021Q3 20238
J.P. Morgan Private Wealth Advisors LLC 710.00%0.00%0.00%Q1 2017Q1 20198
Allspring Global Investments Holdings, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
CT Financial Advisors LLC 610.10%0.12%0.14%Q1 2014Q1 20167
Graves Light Lenhart Wealth, Inc. 770.01%0.01%0.01%Q4 2020Q2 20227
Cutler Group LLC / CA 320.00%0.00%0.00%Q1 2016Q3 20177
Aquatic Capital Management LLC 770.00%0.02%0.06%Q1 2022Q3 20237
MARK SHEPTOFF FINANCIAL PLANNING, LLC 770.01%0.01%0.02%Q4 2021Q2 20237
PARK NATIONAL CORP /OH/ 510.01%0.02%0.03%Q2 2015Q4 20177
Alberta Investment Management Corp 770.01%0.01%0.01%Q4 2021Q2 20237
Point72 Hong Kong Ltd 210.00%0.01%0.03%Q1 2018Q3 20227
First Personal Financial Services 770.00%0.00%0.00%Q2 2016Q4 20177
Rehmann Capital Advisory Group 770.00%0.00%0.01%Q1 2018Q3 20197
Bruderman Asset Management, LLC 510.01%0.01%0.02%Q1 2015Q1 20187
EATON VANCE MANAGEMENT 770.00%0.00%0.00%Q1 2021Q3 20227
PIEDMONT INVESTMENT ADVISORS INC 410.00%0.00%0.00%Q2 2015Q2 20187
ROYCE & ASSOCIATES LP 430.00%0.01%0.01%Q4 2021Q3 20237
ESSEX INVESTMENT MANAGEMENT CO LLC 770.01%0.01%0.02%Q4 2018Q2 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.02%Q2 2013Q4 20147
Crossmark Global Holdings, Inc. 510.01%0.01%0.01%Q1 2021Q1 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.02%0.04%0.06%Q1 2021Q4 20227
AXA S.A. 770.00%0.00%0.01%Q3 2013Q1 20157
REAVES W H & CO INC 770.01%0.02%0.03%Q2 2019Q4 20207
Fieldpoint Private Securities, LLC 770.01%0.01%0.02%Q4 2020Q2 20227
Sterling Capital Management LLC 770.00%0.01%0.01%Q2 2013Q4 20147
Savior LLC 770.00%0.00%0.00%Q4 2019Q2 20217
TFS CAPITAL LLC 410.01%0.05%0.09%Q2 2013Q3 20167
Assenagon Asset Management S.A. 410.01%0.01%0.02%Q3 2018Q3 20237
Ethic Inc. 770.02%0.02%0.03%Q1 2022Q3 20237
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Bell Investment Advisors, Inc 410.00%0.00%0.00%Q3 2021Q3 20237
IHT Wealth Management, LLC 660.01%0.05%0.26%Q4 2016Q1 20186
OXFORD ASSET MANAGEMENT LLP 660.01%0.03%0.08%Q2 2018Q3 20196
Virtu Financial LLC 210.02%0.04%0.09%Q1 2018Q3 20236
PROFUND ADVISORS LLC 660.01%0.01%0.01%Q4 2020Q1 20226
Schubert & Co 660.00%0.00%0.00%Q4 2021Q1 20236
KBC Group NV 660.00%0.00%0.00%Q2 2022Q3 20236
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.08%0.09%0.11%Q2 2013Q3 20146
Tarbox Family Office, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Monarch Partners Asset Management LLC 660.02%0.22%0.57%Q3 2015Q4 20166
MILLER HOWARD INVESTMENTS INC /NY 660.02%0.06%0.07%Q2 2016Q3 20176
BRINKER CAPITAL INC 660.01%0.02%0.02%Q1 2019Q2 20206
Gradient Investments LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Mariner, LLC 510.00%0.00%0.00%Q1 2019Q3 20236
Cornerstone Management, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Zebra Capital Management LLC 660.26%0.32%0.37%Q2 2015Q3 20166
Campbell & CO Investment Adviser LLC 310.13%0.37%1.36%Q3 2015Q3 20206
SJS Investment Consulting Inc. 510.00%0.00%0.00%Q1 2022Q3 20236
Selective Wealth Management, Inc. 660.03%0.03%0.06%Q2 2021Q3 20226
Sowell Financial Services LLC 510.00%0.00%0.00%Q3 2019Q1 20216
TCI Wealth Advisors, Inc. 330.00%0.00%0.00%Q3 2021Q1 20236
Vestcor Inc 660.00%0.00%0.00%Q4 2021Q1 20236
FORVIS Wealth Advisors, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.00%0.00%Q1 2018Q4 20216
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
PDT Partners, LLC 420.01%0.02%0.05%Q3 2014Q1 20166
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.01%0.03%Q4 2015Q1 20196
Paloma Partners Management Co 210.00%0.01%0.01%Q1 2016Q1 20225
Inspire Investing, LLC 550.03%0.04%0.04%Q3 2022Q3 20235
People's United Financial, Inc. 550.00%0.00%0.00%Q2 2016Q2 20175
Orion Portfolio Solutions, LLC 320.00%0.00%0.00%Q4 2019Q2 20235
Man Group plc 320.00%0.00%0.01%Q4 2021Q1 20235
WILMINGTON TRUST CO 550.01%0.01%0.01%Q2 2013Q2 20145
PICTET ASSET MANAGEMENT SA 550.00%0.00%0.00%Q2 2022Q2 20235
MACKAY SHIELDS LLC 550.00%0.00%0.01%Q2 2018Q2 20195
Brinker Capital Investments, LLC 410.01%0.01%0.01%Q3 2020Q4 20225
NewEdge Advisors, LLC 410.00%0.00%0.01%Q2 2017Q3 20235
AVANTAX ADVISORY SERVICES, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
361 CAPITAL LLC 410.35%0.40%0.49%Q2 2018Q2 20205
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Zullo Investment Group, Inc. 550.00%0.00%0.00%Q4 2021Q4 20225
UNITED SERVICES AUTOMOBILE ASSOCIATION 550.00%0.00%0.00%Q2 2018Q2 20195
BB&T INVESTMENT SERVICES, INC. 550.00%0.01%0.01%Q4 2016Q4 20175
MUFG Americas Holdings Corp 310.00%0.01%0.02%Q2 2011Q1 20165
Assured Investment Management LLC 550.00%0.02%0.02%Q1 2018Q1 20195
ADELL HARRIMAN & CARPENTER INC 550.05%0.10%0.13%Q3 2022Q3 20235
Jackson Creek Investment Advisors LLC 320.35%0.43%0.48%Q3 2020Q2 20225
T. Rowe Price Investment Management, Inc. 550.10%0.15%0.18%Q3 2022Q3 20235
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 440.00%0.00%0.00%Q2 2022Q1 20234
Farther Finance Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
OneDigital Investment Advisors LLC 440.00%0.01%0.01%Q2 2017Q1 20184
JOYN Advisors, Inc. 210.06%0.07%0.10%Q3 2018Q1 20204
Walthausen & Co., LLC 440.70%0.84%1.16%Q4 2021Q3 20224
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 210.00%0.00%0.00%Q4 2019Q3 20234
Point72 Middle East FZE 440.00%0.00%0.01%Q4 2022Q3 20234
Quantamental Technologies LLC 440.00%0.02%0.04%Q4 2018Q3 20194
Mount Yale Investment Advisors, LLC 440.04%0.04%0.04%Q1 2018Q4 20184
Crewe Advisors LLC 440.00%0.00%0.00%Q2 2022Q1 20234
PARK AVENUE SECURITIES LLC 440.00%0.00%0.01%Q4 2021Q3 20224
SeaCrest Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Core Wealth Management, Inc. 440.10%0.13%0.14%Q4 2022Q3 20234
BLAIR WILLIAM & CO/IL 310.00%0.00%0.00%Q2 2013Q2 20224
SIT INVESTMENT ASSOCIATES INC 440.01%0.02%0.03%Q4 2022Q3 20234
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 310.02%0.03%0.04%Q2 2013Q2 20144
TORONTO DOMINION BANK 220.00%0.00%0.00%Q2 2020Q1 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
Jump Financial, LLC 310.02%0.03%0.05%Q2 2022Q3 20234
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Curi Wealth Management, LLC 310.00%0.00%0.01%Q4 2020Q2 20224
ELLINGTON MANAGEMENT GROUP LLC 210.03%0.11%0.28%Q2 2016Q1 20184
RFP Financial Group LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Numeric Investors LLC 440.02%0.03%0.04%Q2 2013Q1 20144
Centerpoint Advisors, LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Capital Investment Advisory Services, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
Connor, Clark & Lunn Investment Management Ltd. 220.00%0.00%0.01%Q2 2018Q2 20224
Virtu KCG Holdings LLC 210.00%0.01%0.01%Q3 2013Q1 20174
Harvest Fund Management Co., Ltd 310.00%0.00%0.01%Q4 2018Q3 20224
SECOR Capital Advisors, LP 310.02%0.13%0.36%Q2 2015Q1 20184
Stratos Wealth Partners, LTD. 310.00%0.02%0.03%Q4 2015Q3 20184
FORSTA AP-FONDEN 440.02%0.02%0.02%Q4 2018Q3 20194
FIRST HORIZON CORP 440.00%0.00%0.00%Q3 2020Q2 20214
Lindbrook Capital, LLC 210.00%0.00%0.00%Q1 2021Q3 20233
IndexIQ Advisors LLC 330.02%0.04%0.06%Q2 2017Q4 20173
Foundry Partners, LLC 330.15%0.16%0.17%Q4 2013Q2 20143
Financial Gravity Companies, Inc. 210.00%0.00%0.01%Q4 2017Q4 20183
Point72 Asset Management, L.P. 330.00%0.00%0.00%Q1 2023Q3 20233
DEERE & CO 330.02%0.02%0.02%Q1 2016Q3 20163
MANAGED ACCOUNT ADVISORS LLC 330.00%0.00%0.00%Q4 2013Q2 20143
AE Wealth Management LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Kerntke Otto McGlone Wealth Management Group 330.36%0.41%0.47%Q1 2023Q3 20233
DekaBank Deutsche Girozentrale 210.00%0.00%0.01%Q2 2013Q4 20143
SIGNET FINANCIAL MANAGEMENT, LLC 210.00%0.00%0.01%Q2 2018Q4 20213
Hillsdale Investment Management Inc. 110.05%0.06%0.06%Q2 2014Q3 20223
Hightower 6M Holding, LLC 330.03%0.03%0.03%Q1 2022Q3 20223
Cetera Advisor Networks LLC 210.00%0.00%0.00%Q2 2020Q1 20233
COHEN & STEERS, INC. 330.00%0.00%0.00%Q4 2019Q2 20203
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Jackson Wealth Management, LLC 330.13%0.15%0.17%Q3 2019Q1 20203
Riverview Trust Co 330.01%0.01%0.02%Q1 2022Q3 20223
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 330.00%0.00%0.01%Q1 2023Q3 20233
MARSHALL WACE, LLP 210.00%0.00%0.01%Q4 2021Q3 20223
CIBC WORLD MARKET INC. 330.00%0.00%0.00%Q1 2016Q3 20163
AJO, LP 210.00%0.00%0.01%Q2 2013Q3 20203
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Bartlett & Co. LLC 210.00%0.00%0.00%Q2 2022Q1 20233
Y-Intercept (Hong Kong) Ltd 330.03%0.07%0.13%Q1 2023Q3 20233
MIRABELLA FINANCIAL SERVICES LLP 110.02%0.04%0.06%Q1 2021Q2 20233
Colonial Trust Co / SC 330.00%0.00%0.00%Q1 2023Q3 20233
Nine Chapters Capital Management LLC 110.03%0.04%0.05%Q3 2013Q3 20153
Johnson Financial Group, Inc. 330.00%0.00%0.00%Q2 2021Q4 20213
Capital Advisors, Ltd. LLC 330.00%0.00%0.00%Q4 2022Q2 20233
BRIDGEWAY CAPITAL MANAGEMENT, LLC 330.04%0.04%0.04%Q4 2014Q2 20153
Parallax Volatility Advisers, L.P. 210.00%0.00%0.00%Q4 2017Q1 20193
Valeo Financial Advisors, LLC 210.00%0.00%0.00%Q1 2020Q1 20213
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.01%Q3 2013Q4 20163
Ergoteles LLC 210.01%0.02%0.05%Q2 2021Q1 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
FOSTER DYKEMA CABOT & CO INC/MA 330.00%0.00%0.00%Q1 2023Q3 20233
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 210.00%0.00%0.01%Q4 2015Q4 20173
MENTA CAPITAL LLC 330.08%0.09%0.10%Q2 2018Q4 20183
Nalls Sherbakoff Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
J.W. COLE ADVISORS, INC. 330.02%0.02%0.02%Q4 2021Q2 20223
OPPENHEIMER ASSET MANAGEMENT INC. 330.00%0.00%0.00%Q2 2019Q4 20193
Diversified Trust Co 330.01%0.01%0.02%Q2 2020Q4 20203
BlueCrest Capital Management Ltd 110.01%0.02%0.04%Q2 2016Q1 20193
Manchester Capital Management LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Blueshift Asset Management, LLC 220.04%0.07%0.10%Q2 2020Q3 20202
Edgestream Partners, L.P. 220.13%0.15%0.16%Q2 2023Q3 20232
Sound Income Strategies, LLC 220.01%0.01%0.02%Q2 2023Q3 20232
25 LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Harel Insurance Investments & Financial Services Ltd. 110.00%0.00%0.00%Q1 2020Q2 20212
MISSOURI VALLEY PARTNERS, INC. 220.20%0.20%0.20%Q2 2013Q3 20132
Berman Capital Advisors, LLC 220.00%0.00%0.00%Q2 2020Q3 20202
Antonetti Capital Management LLC 220.02%0.02%0.03%Q1 2014Q2 20142
Washington Trust Advisors, Inc. 220.01%0.01%0.01%Q4 2021Q1 20222
Steward Financial Group LLC 110.00%0.00%0.00%Q2 2022Q3 20232
Marshall Wace North America L.P. 110.00%0.00%0.00%Q1 2018Q1 20192
TOCQUEVILLE ASSET MANAGEMENT L.P. 220.00%0.00%0.00%Q4 2013Q1 20142
MUFG Securities EMEA plc 220.02%0.02%0.02%Q4 2018Q1 20192
Cordasco Financial Network 220.01%0.01%0.01%Q4 2013Q1 20142
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
Aris Wealth Services, Inc. 220.04%0.04%0.04%Q1 2015Q2 20152
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q2 2013Q1 20182
Hoxton Financial, Inc. 220.00%0.00%0.00%Q2 2013Q3 20132
Verition Fund Management LLC 220.01%0.01%0.01%Q2 2021Q3 20212
HANSEATIC MANAGEMENT SERVICES INC 110.00%0.00%0.01%Q3 2013Q1 20162
BRYN MAWR TRUST Co 220.01%0.01%0.01%Q4 2021Q1 20222
Mitsubishi UFJ Trust & Banking Corp 220.00%0.00%0.00%Q4 2020Q1 20212
Destiny Wealth Partners, LLC 220.00%0.00%0.00%Q3 2022Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.12%0.13%0.15%Q4 2021Q1 20222
Arabesque Asset Management Ltd 220.10%0.11%0.12%Q2 2019Q3 20192
Fortis Group Advisors, LLC 110.00%0.01%0.02%Q3 2020Q3 20232
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Gotham Asset Management, LLC 110.01%0.01%0.01%Q4 2021Q1 20232
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q1 2020Q1 20212
GoalVest Advisory LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Emerald Acquisition Ltd. 220.01%0.01%0.01%Q2 2016Q3 20162
Brandywine Global Investment Management, LLC 220.04%0.04%0.05%Q2 2023Q3 20232
ASSOCIATED BANC-CORP 220.00%0.00%0.00%Q1 2020Q2 20202
U S GLOBAL INVESTORS INC 220.13%0.24%0.34%Q4 2015Q1 20162
Cornerstone Advisors, Inc. 220.00%0.00%0.00%Q1 2014Q2 20142
Better Money Decisions, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Acorn Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Schonfeld Strategic Advisors LLC 110.00%0.01%0.03%Q1 2018Q4 20212
TWIN FOCUS CAPITAL PARTNERS, LLC 220.04%0.04%0.04%Q4 2021Q1 20222
Gary Goldberg Planning Services Inc 220.01%0.01%0.01%Q3 2014Q4 20142
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Covington Capital Management 110.00%0.00%0.00%Q1 2022Q3 20222
Centiva Capital, LP 110.01%0.11%0.22%Q1 2018Q1 20232
CAPITAL FUND MANAGEMENT S.A. 220.00%0.00%0.00%Q4 2018Q1 20192
Blackstart Capital LP 221.06%1.07%1.08%Q3 2017Q4 20172
ADVISOR PARTNERS II, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
CX Institutional 220.00%0.00%0.00%Q2 2021Q3 20212
NEXT Financial Group, Inc 220.00%0.00%0.00%Q3 2021Q4 20212
NORGES BANK 220.00%0.00%0.00%Q3 2022Q4 20222
6 Meridian 220.03%0.03%0.04%Q3 2021Q4 20212
SYMPHONY ASSET MANAGEMENT LLC 220.06%0.08%0.09%Q2 2013Q3 20132
OCCUDO QUANTITATIVE STRATEGIES LP 220.05%0.07%0.09%Q2 2023Q3 20232
NumerixS Investment Technologies Inc 220.00%0.00%0.01%Q3 2019Q4 20192
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Forward Management, LLC 220.01%0.05%0.10%Q4 2013Q1 20142
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
GRAY FINANCIAL GROUP /GA /ADV /ADV 220.11%0.11%0.12%Q2 2016Q3 20162
DENVER INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q4 2014Q1 20152
COLONY GROUP LLC 110.00%0.01%0.02%Q4 2019Q2 20222
MASON STREET ADVISORS, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Wealthspire Advisors, L.P. 110.01%0.01%0.01%Q2 2018Q2 20181
HARBOR CAPITAL ADVISORS, INC. 110.00%0.00%0.00%Q2 2023Q2 20231
Airain ltd 110.02%0.02%0.02%Q3 2015Q3 20151
GIRARD PARTNERS LTD. 110.02%0.02%0.02%Q3 2018Q3 20181
Pictet Asset Management Holding SA 110.00%0.00%0.00%Q3 2023Q3 20231
West Tower Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
RATIONAL ADVISORS LLC 110.31%0.31%0.31%Q1 2016Q1 20161
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Walleye Trading LLC 110.00%0.00%0.00%Q3 2015Q3 20151
MQS Management LLC 110.21%0.21%0.21%Q1 2022Q1 20221
Malaga Cove Capital, LLC 110.33%0.33%0.33%Q3 2015Q3 20151
Lido Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
O'Shares Investment Advisers, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
F3Logic, LLC 110.93%0.93%0.93%Q3 2020Q3 20201
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
BlackRock Japan Co. Ltd 110.00%0.00%0.00%Q4 2016Q4 20161
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 110.00%0.00%0.00%Q1 2021Q1 20211
Sandy Spring Bank 110.00%0.00%0.00%Q3 2020Q3 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2016Q3 20161
SYMONS CAPITAL MANAGEMENT INC 110.06%0.06%0.06%Q3 2017Q3 20171
Financial Architects, Inc 110.00%0.00%0.00%Q3 2013Q3 20131
Regal Wealth Group, Inc. 110.01%0.01%0.01%Q1 2021Q1 20211
WELD CAPITAL MANAGEMENT LLC 110.10%0.10%0.10%Q2 2019Q2 20191
Cordant, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
Delpha Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Founders Financial Alliance, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
USA FINANCIAL FORMULAS 110.09%0.09%0.09%Q1 2016Q1 20161
CAMBRIDGE TRUST CO 110.00%0.00%0.00%Q4 2021Q4 20211
DUPONT CAPITAL MANAGEMENT CORP 110.03%0.03%0.03%Q4 2015Q4 20151
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Graham Capital Management, L.P. 110.02%0.02%0.02%Q1 2023Q1 20231
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q1 2023Q1 20231
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Braun-Bostich & Associates Inc. 110.27%0.27%0.27%Q4 2021Q4 20211
TRUIST FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
SPIRIT OF AMERICA MANAGEMENT CORP/NY 110.01%0.01%0.01%Q3 2023Q3 20231
Patriot Financial Group Insurance Agency, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
MOODY NATIONAL BANK TRUST DIVISION 110.00%0.00%0.00%Q4 2018Q4 20181
Mitsubishi UFJ Asset Management Co., Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
BOK Financial Private Wealth, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
WBI INVESTMENTS, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
Monashee Investment Management LLC 110.34%0.34%0.34%Q3 2016Q3 20161
tru Independence LLC 110.00%0.00%0.00%Q4 2020Q4 20201
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
COMMONWEALTH BANK OF AUSTRALIA 110.00%0.00%0.00%Q2 2013Q2 20131
Lee Financial Co 110.01%0.01%0.01%Q2 2017Q2 20171
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 110.02%0.02%0.02%Q4 2022Q4 20221
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
CIBC Asset Management Inc 110.00%0.00%0.00%Q4 2021Q4 20211
EAM Investors, LLC 110.13%0.13%0.13%Q1 2016Q1 20161
ALPS ADVISORS INC 110.00%0.00%0.00%Q3 2023Q3 20231
Castleview Partners, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
One Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
GAM Holding AG 110.01%0.01%0.01%Q4 2015Q4 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Key FInancial Inc 110.00%0.00%0.00%Q2 2023Q2 20231
Pinz Capital Management, LP 110.06%0.06%0.06%Q3 2020Q3 20201
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Column Capital Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
MACKENZIE FINANCIAL CORP 110.00%0.00%0.00%Q1 2023Q1 20231
SAWGRASS ASSET MANAGEMENT LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Vantage Consulting Group Inc 110.01%0.01%0.01%Q4 2020Q4 20201
Larson Financial Group LLC 110.01%0.01%0.01%Q3 2023Q3 20231
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Karp Capital Management Corp 110.00%0.00%0.00%Q1 2017Q1 20171
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
Acrospire Investment Management LLC 110.02%0.02%0.02%Q2 2017Q2 20171
Kistler-Tiffany Companies, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Jefferies Group LLC 110.00%0.00%0.00%Q3 2019Q3 20191
DENALI ADVISORS LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Magnetar Financial LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Illinois Municipal Retirement Fund 110.02%0.02%0.02%Q3 2023Q3 20231
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q1 2023Q1 20231
CTC Capital Management, LLC 110.66%0.66%0.66%Q4 2022Q4 20221
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Twin Tree Management, LP 110.00%0.00%0.00%Q4 2018Q4 20181
Nebula Research & Development LLC 110.29%0.29%0.29%Q3 2023Q3 20231
Matarin Capital Management, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
VIRGINIA RETIREMENT SYSTEM 110.01%0.01%0.01%Q1 2016Q1 20161
Legacy Financial Advisors, Inc. 110.01%0.01%0.01%Q1 2019Q1 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
HIGHBRIDGE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
New Jersey Better Educational Savings Trust 110.42%0.42%0.42%Q4 2018Q4 20181
PATHSTONE FAMILY OFFICE, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
HOWE & RUSLING INC 110.02%0.02%0.02%Q4 2018Q4 20181
Holocene Advisors, LP 110.00%0.00%0.00%Q4 2018Q4 20181
Stonebridge Capital Advisors LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Virtus Fund Advisers, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Quantinno Capital Management LP 110.15%0.15%0.15%Q2 2019Q2 20191
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2019Q3 20191
Ground Swell Capital, LLC 110.03%0.03%0.03%Q3 2014Q3 20141
TWO SIGMA SECURITIES, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Summit Trail Advisors, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Kingsview Wealth Management, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Dunvegan Associates, Inc. 110.03%0.03%0.03%Q1 2014Q1 20141
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q2 2014Q2 20141
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 110.18%0.18%0.18%Q4 2015Q4 20151
Rossmore Private Capital 110.02%0.02%0.02%Q4 2017Q4 20171
External links

This page lists all the filers that currently own CHESAPEAKE UTILS CORP or have owned CHESAPEAKE UTILS CORP in the past.