CREDIT SUISSE NASSAU BRH shareholder history

Current and past CREDIT SUISSE NASSAU BRH shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF MONTREAL /CAN/ 14140.01%0.03%0.04%Q2 2013Q3 201614
LPL Financial LLC 14140.03%0.14%0.32%Q2 2013Q3 201614
AMERIPRISE FINANCIAL INC 14140.00%0.00%0.01%Q2 2013Q3 201614
ROYAL BANK OF CANADA 14140.00%0.00%0.00%Q2 2013Q3 201614
LADENBURG THALMANN FINANCIAL SERVICES INC. 14140.00%0.00%0.01%Q2 2013Q3 201614
MSI Financial Services Inc 14140.00%0.01%0.02%Q2 2013Q3 201614
LEAVELL INVESTMENT MANAGEMENT, INC. 14140.03%0.14%0.27%Q2 2013Q3 201614
WELLS FARGO & COMPANY/MN 14140.00%0.01%0.01%Q2 2013Q3 201614
MOTCO 14140.22%0.35%0.45%Q2 2013Q3 201614
JOHNSON INVESTMENT COUNSEL INC 14140.52%1.02%1.71%Q2 2013Q3 201614
ENVESTNET ASSET MANAGEMENT INC 14140.00%0.05%0.10%Q2 2013Q3 201614
DAVIDSON & GARRARD INC 14140.29%0.54%0.72%Q2 2013Q3 201614
FIFTH THIRD BANCORP 14140.00%0.00%0.00%Q2 2013Q3 201614
Salient Capital Advisors, LLC 14140.02%0.04%0.09%Q2 2013Q3 201614
COMMERCE BANK 13130.17%0.49%0.89%Q3 2013Q3 201613
Gilman Hill Asset Management, LLC 1210.59%0.93%1.32%Q2 2013Q3 201613
REGIONS FINANCIAL CORP 13130.02%0.24%0.58%Q3 2013Q3 201613
BRIGHTON JONES LLC 13131.22%6.44%9.60%Q3 2013Q3 201613
SUNTRUST BANKS INC 13130.04%0.18%0.34%Q3 2013Q3 201613
TIEDEMANN TRUST CO 13130.51%2.10%3.73%Q2 2013Q2 201613
BLAIR WILLIAM & CO/IL 13130.00%0.01%0.02%Q2 2013Q2 201613
BRINKER CAPITAL INC 660.08%0.92%3.09%Q2 2013Q3 201612
Winslow, Evans & Crocker, Inc. 12120.01%0.28%0.48%Q4 2013Q3 201612
D.A. DAVIDSON & CO. 12120.00%0.01%0.04%Q4 2013Q3 201612
MCF Advisors LLC 12120.00%0.00%0.00%Q4 2013Q3 201612
BANK OF AMERICA CORP /DE/ 750.00%0.00%0.00%Q3 2013Q3 201612
Commonwealth Equity Services, Inc 11110.00%0.01%0.01%Q1 2014Q3 201611
Creative Planning 740.00%0.00%0.00%Q2 2013Q3 201611
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q2 2013Q2 201611
CIBC Private Wealth Group, LLC 11110.01%0.03%0.06%Q1 2014Q3 201611
AMERICAN INTERNATIONAL GROUP, INC. 1010.00%0.00%0.00%Q2 2013Q1 201611
CREDIT SUISSE AG/ 11110.00%0.03%0.04%Q1 2014Q3 201611
Kistler-Tiffany Companies, LLC 11110.01%0.03%0.06%Q1 2014Q3 201611
JPMORGAN CHASE & CO 640.00%0.00%0.00%Q1 2014Q3 201610
EAGLE GLOBAL ADVISORS LLC 10100.15%0.35%0.51%Q2 2013Q3 201510
Johnson Financial Group, Inc. 10100.00%0.01%0.05%Q2 2014Q3 201610
Virtu Financial LLC 520.04%0.17%0.42%Q2 2013Q2 201610
RiverFront Investment Group, LLC 10100.80%1.08%1.57%Q3 2012Q4 201410
Parallax Volatility Advisers, L.P. 990.00%0.00%0.00%Q3 2014Q3 201610
OLD SECOND NATIONAL BANK OF AURORA 10100.11%0.53%1.14%Q2 2013Q3 201510
Ancora Advisors LLC 910.03%0.12%0.19%Q2 2013Q4 201510
Horan Capital Advisors, LLC. 720.20%5.00%9.03%Q2 2013Q3 20159
IFP Advisors, Inc 610.00%0.01%0.02%Q4 2015Q2 20219
JANE STREET GROUP, LLC 620.00%0.01%0.02%Q2 2014Q2 20168
UBS Group AG 880.01%0.02%0.03%Q4 2014Q3 20168
ADVANTAGE INVESTMENT MANAGEMENT, LLC 880.00%0.04%0.15%Q4 2014Q3 20168
SALEM INVESTMENT COUNSELORS INC 880.07%0.09%0.11%Q2 2013Q1 20158
MORGAN STANLEY 710.00%0.00%0.00%Q3 2014Q3 20168
DEUTSCHE BANK AG\ 880.00%0.00%0.00%Q3 2013Q2 20158
PNC FINANCIAL SERVICES GROUP, INC. 880.00%0.00%0.00%Q3 2014Q2 20168
BESSEMER GROUP INC 880.00%0.00%0.00%Q4 2013Q3 20158
Raymond James Financial Services Advisors, Inc. 710.06%0.83%1.13%Q3 2013Q3 20158
Klingman & Associates, LLC 883.20%5.30%7.38%Q4 2014Q3 20168
INSPIRION WEALTH ADVISORS, LLC 880.66%1.62%3.04%Q4 2014Q3 20168
BB&T SECURITIES, LLC 770.03%0.04%0.05%Q2 2013Q4 20147
GOLDMAN SACHS GROUP INC 520.00%0.00%0.00%Q3 2013Q4 20157
Cambridge Investment Research Advisors, Inc. 770.01%0.02%0.03%Q4 2013Q2 20157
Placemark Investments, Inc. 770.01%0.01%0.02%Q2 2013Q4 20147
CITIGROUP INC 310.00%0.00%0.00%Q3 2014Q3 20167
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.07%0.09%Q2 2013Q4 20147
PRIVATE TRUST CO NA 770.08%0.09%0.11%Q1 2013Q3 20147
Virtu KCG Holdings LLC 310.00%0.01%0.02%Q1 2014Q3 20167
RAYMOND JAMES & ASSOCIATES 770.00%0.01%0.02%Q2 2013Q4 20147
Yellowstone Partners, LLC 770.13%0.17%0.20%Q4 2013Q2 20157
Ironsides Asset Advisors, LLC 660.17%0.20%0.23%Q2 2014Q3 20156
Hudock, Inc. 330.00%0.01%0.01%Q2 2013Q4 20146
Private Advisor Group, LLC 420.01%0.06%0.14%Q4 2013Q2 20156
Koshinski Asset Management, Inc. 420.16%0.27%0.34%Q4 2014Q3 20166
UBS AG 660.02%0.02%0.03%Q2 2013Q3 20146
Cetera Advisors LLC 660.03%0.05%0.05%Q3 2013Q4 20146
Mosaic Financial Partners, Inc. 551.13%5.04%6.56%Q3 2015Q3 20165
Kalos Management, Inc. 440.00%0.53%0.82%Q4 2015Q3 20165
CIBC BANK USA 550.06%0.08%0.09%Q1 2014Q1 20155
Horrell Capital Management, Inc. 550.02%0.03%0.03%Q1 2014Q1 20155
Simplicity Solutions, LLC 440.40%0.99%1.32%Q4 2015Q3 20164
J.P. Morgan Private Wealth Advisors LLC 440.01%0.02%0.03%Q4 2015Q3 20164
NEXT Financial Group, Inc 440.00%0.00%0.00%Q4 2015Q3 20164
TIEDEMANN ADVISORS, LLC 210.33%0.50%0.68%Q4 2014Q3 20164
HENGEHOLD CAPITAL MANAGEMENT LLC 440.08%0.10%0.11%Q4 2015Q3 20164
Kernodle & Katon Asset Management Group, LLC 440.01%0.02%0.02%Q4 2015Q3 20164
VSR Financial Services, Inc. 440.06%0.08%0.14%Q3 2015Q2 20164
Richard C. Young & CO., LTD. 440.24%0.43%0.89%Q4 2015Q3 20164
Trust Co 440.01%0.02%0.03%Q1 2015Q4 20154
Compagnie Lombard Odier SCmA 210.00%0.00%0.00%Q4 2013Q3 20143
Dana Investment Advisors, Inc. 330.02%0.02%0.02%Q1 2016Q3 20163
Moors & Cabot, Inc. 330.07%0.12%0.16%Q1 2016Q3 20163
CAZ INVESTMENTS LP 330.14%0.20%0.24%Q4 2014Q2 20153
US BANCORP \DE\ 330.00%0.00%0.00%Q3 2015Q1 20163
North Star Investment Management Corp. 330.01%0.01%0.01%Q2 2014Q4 20143
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 210.02%0.07%0.15%Q4 2014Q4 20153
JMG Financial Group, Ltd. 330.07%0.07%0.07%Q2 2013Q4 20133
Invesco Ltd. 330.00%0.00%0.00%Q2 2013Q4 20133
Jacobus Wealth Management, Inc. 330.03%0.04%0.04%Q1 2014Q3 20143
Integrated Wealth Management 330.00%0.01%0.01%Q1 2015Q3 20153
KMS FINANCIAL SERVICES, INC 330.04%0.05%0.05%Q1 2014Q3 20143
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q3 2014Q3 20153
LINCOLN NATIONAL CORP 330.02%0.07%0.09%Q2 2014Q4 20143
Citadel Advisors 210.00%0.00%0.00%Q4 2014Q3 20153
Advisor Group, Inc. 220.00%0.00%0.00%Q2 2016Q3 20162
COMERICA BANK 220.00%0.00%0.00%Q2 2013Q3 20132
Krilogy Financial LLC 220.00%0.00%0.01%Q2 2016Q3 20162
JNBA Financial Advisors 220.01%0.01%0.01%Q2 2015Q3 20152
Belmont Global Advisors, Inc. 220.54%1.07%1.60%Q1 2015Q2 20152
BOK Financial Private Wealth, Inc. 220.08%0.08%0.08%Q2 2016Q3 20162
WHITTIER TRUST CO 220.00%0.00%0.00%Q4 2013Q1 20142
Waverly Advisors, LLC 220.00%0.00%0.00%Q3 2014Q4 20142
Perella Weinberg Partners Capital Management LP 220.11%0.12%0.14%Q2 2016Q3 20162
Texas Yale Capital Corp. 110.02%0.03%0.04%Q4 2014Q2 20152
Brookstone Capital Management 220.00%0.01%0.01%Q2 2015Q3 20152
Stratos Wealth Partners, LTD. 110.08%0.08%0.08%Q2 2015Q2 20151
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2014Q3 20141
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
SEI INVESTMENTS CO 110.00%0.00%0.00%Q2 2016Q2 20161
Jefferies Group LLC 110.00%0.00%0.00%Q2 2014Q2 20141
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q1 2014Q1 20141
SIGNATUREFD, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q2 2016Q2 20161
Veritable, L.P. 110.01%0.01%0.01%Q2 2015Q2 20151
CWM, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2015Q2 20151
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Sonora Investment Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
ATWOOD & PALMER INC 110.00%0.00%0.00%Q3 2016Q3 20161
TRUST CO OF VERMONT 110.00%0.00%0.00%Q3 2016Q3 20161
Parkwood LLC 110.42%0.42%0.42%Q3 2014Q3 20141
RFG Advisory, LLC 110.14%0.14%0.14%Q2 2015Q2 20151
Atria Investments, Inc 110.03%0.03%0.03%Q2 2013Q2 20131
M&T BANK CORP 110.00%0.00%0.00%Q3 2015Q3 20151
RUSHMORE INVESTMENT ADVISORS, INC. 111.21%1.21%1.21%Q2 2013Q2 20131
Janney Montgomery Scott LLC 110.01%0.01%0.01%Q3 2016Q3 20161
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Horan Securities, Inc. 110.04%0.04%0.04%Q3 2016Q3 20161
LBA Wealth Management, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q2 20141
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20151
SouthState Corp 110.04%0.04%0.04%Q1 2016Q1 20161
Bartlett & Co. LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
External links

This page lists all the filers that currently own CREDIT SUISSE NASSAU BRH or have owned CREDIT SUISSE NASSAU BRH in the past.