| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| EVERETT HARRIS & CO /CA/ | 25 | 25 | 0.01% | 0.05% | 0.06% | Q4 2013 | Q4 2019 | 25 |
| SHIKIAR ASSET MANAGEMENT INC | 20 | 3 | 0.23% | 0.51% | 0.79% | Q4 2017 | Q3 2023 | 23 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 21 | 21 | 0.10% | 0.24% | 0.28% | Q1 2014 | Q1 2019 | 21 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 17 |
| Edge Wealth Management LLC | 15 | 1 | 0.01% | 0.20% | 0.33% | Q4 2016 | Q4 2020 | 16 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2018 | 16 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15 | 15 | 0.04% | 0.07% | 0.18% | Q1 2014 | Q3 2017 | 15 |
| Sonora Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
| Strategic Wealth Partners, Ltd. | 15 | 15 | 0.00% | 0.14% | 0.28% | Q4 2017 | Q2 2021 | 15 |
| IAT REINSURANCE CO LTD. | 7 | 1 | 0.02% | 0.18% | 0.40% | Q4 2014 | Q1 2022 | 9 |
| FALCON POINT CAPITAL, LLC | 9 | 9 | 0.12% | 0.38% | 0.55% | Q4 2013 | Q4 2015 | 9 |
| Somerset Group LLC | 6 | 3 | 0.14% | 0.16% | 0.18% | Q2 2019 | Q4 2021 | 9 |
| Operose Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
| WEATHERLY ASSET MANAGEMENT L. P. | 8 | 8 | 0.12% | 0.14% | 0.18% | Q4 2013 | Q3 2015 | 8 |
| AMERIPRISE FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 7 |
| MID CONTINENT CAPITAL LLC/IL | 6 | 6 | 0.02% | 0.06% | 0.17% | Q2 2014 | Q3 2015 | 6 |
| Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
| PNC FINANCIAL SERVICES GROUP, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
| FULTON BREAKEFIELD BROENNIMAN LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q2 2019 | 6 |
| GLENMEDE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
| LUCAS CAPITAL MANAGEMENT | 3 | 2 | 1.82% | 2.06% | 2.36% | Q4 2018 | Q2 2020 | 5 |
| Janney Montgomery Scott LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
| WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
| Intellectus Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2017 | 4 |
| PARK NATIONAL CORP /OH/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
| SOLARIS ASSET MANAGEMENT LLC | 3 | 3 | 0.05% | 0.11% | 0.18% | Q2 2017 | Q4 2017 | 3 |
| MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Cove Street Capital, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
| Connectus Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| Advisors Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
| Smith Affiliated Capital Corp. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
| COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
| REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
| Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
| Advisors Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own CITIGROUP INC PFD SER K 6.875 or have owned CITIGROUP INC PFD SER K 6.875 in the past.