CRESTWOOD EQUITY PARTNERS LP shareholder history

Current and past CRESTWOOD EQUITY PARTNERS LP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 32320.00%0.00%0.01%Q4 2015Q3 202387
Citadel Advisors 2740.00%0.00%0.00%Q4 2015Q3 202372
Cutler Group LLC / CA 18120.00%0.00%0.02%Q4 2015Q3 202369
CITIGROUP INC 32320.00%0.00%0.01%Q4 2015Q3 202364
BARCLAYS PLC 32320.00%0.00%0.01%Q4 2015Q3 202345
WOLVERINE TRADING, LLC 1110.00%0.00%0.00%Q2 2016Q3 202343
PEAK6 Investments LLC 1180.00%0.01%0.03%Q3 2018Q3 202340
Walleye Trading LLC 1410.00%0.00%0.02%Q4 2015Q3 202140
UBS Group AG 32320.00%0.02%0.06%Q4 2015Q3 202336
RAYMOND JAMES & ASSOCIATES 32320.00%0.00%0.00%Q4 2015Q3 202335
BANK OF AMERICA CORP /DE/ 32320.00%0.00%0.02%Q4 2015Q3 202334
WELLS FARGO & COMPANY/MN 32320.00%0.00%0.01%Q4 2015Q3 202333
GOLDMAN SACHS GROUP INC 32320.00%0.02%0.06%Q4 2015Q3 202333
ROYAL BANK OF CANADA 32320.00%0.00%0.00%Q4 2015Q3 202332
JPMORGAN CHASE & CO 32320.00%0.00%0.01%Q4 2015Q3 202332
US BANCORP \DE\ 32320.00%0.00%0.00%Q4 2015Q3 202332
Mariner, LLC 32320.01%0.12%0.32%Q4 2015Q3 202332
Creative Planning 32320.00%0.00%0.01%Q4 2015Q3 202332
MORGAN STANLEY 32320.00%0.01%0.02%Q4 2015Q3 202332
WHITTIER TRUST CO 32320.00%0.00%0.00%Q4 2015Q3 202332
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 21100.08%1.60%4.24%Q4 2015Q3 202331
Catalyst Capital Advisors LLC 30300.02%0.18%0.41%Q1 2016Q2 202330
Financial Management Professionals, Inc. 30300.00%0.00%0.01%Q4 2015Q1 202330
JANE STREET GROUP, LLC 1010.00%0.00%0.00%Q2 2016Q3 202329
DEUTSCHE BANK AG\ 29290.00%0.00%0.01%Q4 2015Q4 202229
INFRASTRUCTURE CAPITAL ADVISORS, LLC 14130.05%1.75%4.35%Q4 2016Q3 202328
Oxbow Advisors, LLC 28280.01%0.05%0.18%Q4 2016Q3 202328
Advisors Asset Management, Inc. 2440.00%0.03%0.05%Q4 2015Q3 202328
NBW CAPITAL LLC 28280.33%1.65%2.56%Q4 2016Q3 202328
VAN ECK ASSOCIATES CORP 15130.00%0.00%0.01%Q1 2016Q3 202328
Sigma Planning Corp 18100.01%0.04%0.06%Q1 2016Q3 202328
Lee Financial Co 28280.00%0.00%0.02%Q4 2016Q3 202328
STIFEL FINANCIAL CORP 28280.00%0.01%0.02%Q4 2016Q3 202328
CREDIT SUISSE AG/ 2070.00%0.00%0.01%Q4 2015Q3 202227
Cannell & Co. 2010.01%0.07%0.34%Q2 2016Q3 202327
BANK OF MONTREAL /CAN/ 2510.00%0.01%0.03%Q4 2015Q3 202227
SL ADVISORS, LLC 2610.28%1.88%3.87%Q3 2016Q3 202327
Geneos Wealth Management Inc. 26260.00%0.00%0.00%Q1 2016Q2 202226
Invesco Ltd. 2230.00%0.01%0.04%Q4 2015Q3 202325
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 1960.01%0.14%0.39%Q4 2015Q1 202225
COHEN & STEERS, INC. 2140.00%0.02%0.04%Q4 2015Q4 202225
Arrow Investment Advisors, LLC 1610.07%0.21%0.46%Q1 2016Q3 202224
PEAK6 Group LLC 11110.00%0.00%0.02%Q4 2015Q2 201824
Penbrook Management LLC 24240.22%0.98%1.72%Q4 2017Q3 202324
Paragon Capital Management Ltd 12120.11%0.26%0.54%Q1 2017Q1 202324
Tortoise Index Solutions, LLC 24240.05%0.25%0.62%Q4 2017Q3 202324
BNP PARIBAS FINANCIAL MARKETS 1850.00%0.00%0.01%Q3 2017Q3 202323
Legacy Financial Strategies, LLC 23230.05%0.22%0.41%Q4 2017Q2 202323
Raymond James Financial Services Advisors, Inc. 1580.00%0.00%0.01%Q4 2017Q3 202323
Bramshill Investments, LLC 1120.11%0.49%1.14%Q2 2017Q2 202323
LPL Financial LLC 1410.00%0.00%0.01%Q4 2016Q3 202323
GLENMEDE TRUST CO NA 1060.00%0.00%0.01%Q4 2015Q3 202323
Allianz Asset Management GmbH 1220.00%0.01%0.04%Q4 2016Q3 202322
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 22220.00%0.00%0.01%Q4 2015Q1 202122
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1230.01%0.02%0.05%Q4 2015Q3 202222
ALPS ADVISORS INC 22220.42%1.89%3.67%Q2 2018Q3 202322
GUGGENHEIM CAPITAL LLC 1570.00%0.01%0.02%Q4 2015Q3 202322
NEXT Financial Group, Inc 860.00%0.00%0.01%Q4 2015Q4 202121
Neuberger Berman Group LLC 1120.00%0.01%0.13%Q4 2015Q3 202321
FIRST MANHATTAN CO. LLC. 1920.00%0.00%0.01%Q4 2015Q3 202321
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.00%Q1 2018Q3 202321
First Reserve GP XI, Inc. 212159.69%93.96%100.00%Q4 2015Q4 202021
CIBC Private Wealth Group, LLC 1740.00%0.13%0.31%Q4 2015Q3 202221
KAYNE ANDERSON CAPITAL ADVISORS LP 1620.07%0.53%1.32%Q1 2016Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Mirae Asset Global Investments Co., Ltd. 21210.05%0.16%0.30%Q3 2018Q3 202321
Advisory Services Network, LLC 1820.00%0.01%0.02%Q2 2017Q3 202320
American Portfolios Advisors 20200.00%0.00%0.00%Q4 2017Q3 202220
Sound Income Strategies, LLC 19190.00%0.00%0.02%Q1 2019Q3 202319
TORTOISE CAPITAL ADVISORS, L.L.C. 19190.00%0.70%1.28%Q1 2019Q3 202319
FMR LLC 1110.00%0.00%0.00%Q4 2015Q3 202319
Community Bank, N.A. 19190.00%0.00%0.00%Q4 2015Q2 202019
Tower Research Capital LLC (TRC) 1110.00%0.01%0.07%Q2 2016Q3 202319
Parkside Financial Bank & Trust 1170.00%0.01%0.01%Q4 2015Q3 202318
FIRST TRUST ADVISORS LP 920.00%0.01%0.02%Q3 2017Q3 202318
SPIRIT OF AMERICA MANAGEMENT CORP/NY 1080.04%0.69%2.37%Q4 2017Q3 202318
AQR Arbitrage LLC 18180.00%0.01%0.02%Q4 2015Q1 202018
COMMERCE BANK 18180.01%0.05%0.07%Q4 2015Q1 202018
Salient Capital Advisors, LLC 810.01%0.69%2.35%Q4 2015Q3 202218
Community Capital Management, LLC 10100.01%1.80%3.82%Q4 2018Q1 202117
NATIXIS 1160.00%0.04%0.05%Q4 2018Q3 202317
JENNISON ASSOCIATES LLC 1070.00%0.01%0.02%Q3 2018Q3 202317
FIRST INTERSTATE BANK 17170.00%0.00%0.00%Q4 2015Q4 201917
LADENBURG THALMANN FINANCIAL SERVICES INC. 17170.00%0.00%0.01%Q4 2015Q4 201917
CAPTRUST FINANCIAL ADVISORS 1430.00%0.01%0.02%Q1 2019Q3 202317
BESSEMER GROUP INC 1430.00%0.00%0.00%Q4 2015Q3 202017
First Horizon Advisors, Inc. 17170.00%0.00%0.00%Q3 2019Q3 202317
Brookfield Asset Management 810.00%0.09%0.16%Q4 2015Q3 202316
IFP Advisors, Inc 810.00%0.00%0.00%Q4 2015Q2 202316
Foresight Wealth Management, LLC 16160.00%0.14%0.38%Q4 2018Q3 202216
Sumitomo Mitsui Trust Holdings, Inc. 1010.00%0.00%0.00%Q2 2016Q2 202116
Winslow, Evans & Crocker, Inc. 16160.00%0.01%0.01%Q1 2017Q4 202016
State of New Jersey Common Pension Fund D 16160.00%0.02%0.02%Q1 2018Q4 202116
HIGHLAND CAPITAL MANAGEMENT LP 15150.02%0.07%0.14%Q4 2015Q2 201915
ADVISORY RESEARCH INC 15150.33%0.64%1.23%Q4 2015Q2 201915
PNC FINANCIAL SERVICES GROUP, INC. 1210.00%0.00%0.00%Q4 2015Q2 202215
OSAIC HOLDINGS, INC. 15150.00%0.01%0.01%Q1 2020Q3 202315
Pacer Advisors, Inc. 1410.00%0.00%0.00%Q4 2019Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
GSA CAPITAL PARTNERS LLP 1010.02%0.06%0.15%Q2 2016Q4 202115
Center for Financial Planning, Inc. 14140.00%0.00%0.00%Q4 2019Q1 202314
TSFG, LLC 1220.00%0.00%0.01%Q1 2020Q3 202314
Chicago Partners Investment Group LLC 1210.01%0.03%0.05%Q4 2015Q3 202314
Blackstone Inc. 14140.02%0.04%0.14%Q2 2020Q3 202314
PIN OAK INVESTMENT ADVISORS INC 1310.00%0.01%0.02%Q2 2018Q2 202314
Prime Capital Investment Advisors, LLC 1040.07%0.19%0.38%Q2 2019Q3 202314
Frontier Wealth Management LLC 1310.00%0.03%0.05%Q1 2018Q1 202214
HighTower Advisors, LLC 1220.00%0.00%0.00%Q3 2019Q3 202314
OppenheimerFunds, Inc. 14140.02%0.13%0.18%Q4 2015Q1 201914
SG Americas Securities, LLC 610.00%0.00%0.01%Q4 2015Q3 202313
SevenBridge Financial Group, LLC 13130.00%0.00%0.00%Q2 2016Q2 201913
Renaissance Technologies 1010.00%0.00%0.01%Q4 2015Q4 201913
CASTLEARK MANAGEMENT LLC 13130.01%0.04%0.07%Q1 2017Q1 202013
BENJAMIN F. EDWARDS & COMPANY, INC. 13130.00%0.00%0.01%Q3 2016Q3 201913
GROUP ONE TRADING, L.P. 310.00%0.00%0.00%Q2 2016Q2 202313
AMERICAN FINANCIAL GROUP INC 850.08%0.34%1.09%Q1 2020Q3 202313
Rafferty Asset Management, LLC 1010.02%0.05%0.09%Q1 2016Q3 202013
DUFF & PHELPS INVESTMENT MANAGEMENT CO 13130.05%0.08%0.11%Q4 2015Q4 201813
J.P. Morgan Private Wealth Advisors LLC 910.00%0.00%0.00%Q2 2018Q3 202313
MONETA GROUP INVESTMENT ADVISORS LLC 13130.14%0.51%0.77%Q3 2020Q3 202313
Carmichael Hill & Associates, Inc. 12120.00%0.01%0.02%Q4 2019Q3 202212
DIVIDEND ASSETS CAPITAL, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Brookstone Capital Management 1010.01%0.01%0.02%Q2 2020Q3 202312
QUADRANT CAPITAL GROUP LLC 1110.00%0.00%0.00%Q4 2019Q3 202312
ClearBridge Investments 1010.00%0.04%0.08%Q4 2015Q3 202312
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.98%2.34%3.69%Q4 2020Q3 202312
TRUSTCORE FINANCIAL SERVICES, LLC 840.00%0.00%0.00%Q4 2017Q4 202012
Trust Asset Management LLC 12120.02%0.04%0.12%Q4 2015Q3 201812
Intrinsic Edge Capital Management LLC 810.10%0.53%1.09%Q1 2017Q3 202011
Penserra Capital Management LLC 1010.00%0.01%0.09%Q4 2015Q4 201811
MCDONALD PARTNERS LLC 740.06%0.11%0.18%Q4 2020Q3 202311
SIMPLEX TRADING, LLC 310.00%0.00%0.01%Q4 2015Q1 202311
Pettinga Financial Advisors LLC 11110.06%0.08%0.10%Q1 2021Q3 202311
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 410.14%0.19%0.25%Q3 2018Q3 202311
CHICKASAW CAPITAL MANAGEMENT LLC 11110.95%1.62%2.97%Q1 2021Q3 202311
HAP Trading, LLC 520.00%0.00%0.02%Q1 2020Q4 202211
BDO Wealth Advisors, LLC 11110.00%0.00%0.01%Q4 2020Q2 202311
Janney Montgomery Scott LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
MANUFACTURERS LIFE INSURANCE COMPANY, THE 11110.00%0.00%0.00%Q4 2015Q2 201811
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 11110.02%0.04%0.09%Q1 2021Q3 202311
Mosaic Family Wealth, LLC 11110.01%0.02%0.02%Q4 2015Q2 201811
Virtu Financial LLC 410.02%0.04%0.08%Q1 2018Q4 202211
ING GROEP NV 510.02%0.15%0.53%Q4 2015Q1 202011
Vident Investment Advisory, LLC 11110.01%0.04%0.07%Q1 2020Q3 202211
Clear Harbor Asset Management, LLC 910.01%0.47%1.27%Q2 2016Q2 202011
ALBION FINANCIAL GROUP /UT 1010.00%0.00%0.00%Q4 2020Q3 202311
ENVESTNET ASSET MANAGEMENT INC 510.00%0.00%0.00%Q2 2016Q3 202311
Harvest Fund Advisors LLC 910.13%0.82%1.34%Q4 2015Q1 202010
Fortitude Advisory Group L.L.C. 770.09%0.27%0.49%Q4 2021Q2 202310
Spire Wealth Management 640.00%0.00%0.00%Q1 2021Q3 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
MILLER HOWARD INVESTMENTS INC /NY 10100.25%0.40%0.59%Q2 2021Q3 202310
Jacobi Capital Management LLC 820.00%0.00%0.00%Q2 2016Q1 202010
Virtus ETF Advisers LLC 820.34%1.14%1.74%Q4 2015Q4 201810
OPPENHEIMER ASSET MANAGEMENT INC. 910.00%0.01%0.01%Q4 2019Q3 202310
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q4 2015Q2 202010
EAGLE GLOBAL ADVISORS LLC 710.02%0.62%1.16%Q4 2015Q3 202310
SEI INVESTMENTS CO 10100.00%0.00%0.00%Q1 2016Q2 201810
MARINER INDEPENDENT ADVISOR NETWORK, LLC 10100.20%0.24%0.32%Q2 2020Q3 202210
Sandy Spring Bank 820.00%0.00%0.00%Q4 2017Q1 202310
Evercore Wealth Management, LLC 990.00%0.00%0.00%Q4 2015Q4 20179
O'Dell Group, LLC 990.14%0.18%0.22%Q2 2020Q2 20229
SVB WEALTH LLC 540.00%0.01%0.01%Q4 2020Q3 20239
CINCINNATI INSURANCE CO 990.01%0.02%0.03%Q2 2020Q2 20229
JANICZEK WEALTH MANAGEMENT, LLC 810.00%0.00%0.00%Q2 2018Q3 20239
TEACHER RETIREMENT SYSTEM OF TEXAS 540.00%0.02%0.14%Q3 2019Q4 20219
PSI Advisors, LLC 990.00%0.00%0.01%Q3 2021Q3 20239
Jump Financial, LLC 410.01%0.06%0.25%Q3 2020Q2 20239
Truvestments Capital LLC 510.00%0.00%0.01%Q3 2018Q1 20219
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 610.00%0.04%0.07%Q3 2018Q3 20239
Russell Investments Group, Ltd. 710.00%0.00%0.00%Q3 2018Q1 20229
BROWN BROTHERS HARRIMAN & CO 880.00%0.00%0.00%Q4 2021Q3 20238
CLEAR STREET MARKETS LLC 310.00%0.01%0.02%Q3 2021Q2 20238
McGowan Group Asset Management, Inc. 880.05%0.08%0.13%Q1 2017Q4 20188
Spot Trading L.L.C 220.00%0.01%0.01%Q1 2016Q1 20178
North Star Investment Management Corp. 880.00%0.00%0.00%Q4 2021Q3 20238
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 210.00%0.01%0.01%Q2 2017Q1 20228
Empirical Asset Management, LLC 880.44%0.50%0.60%Q4 2021Q3 20238
Vestcor Inc 440.00%0.00%0.01%Q4 2019Q3 20228
Global Retirement Partners, LLC 710.00%0.00%0.00%Q1 2019Q3 20238
GraniteShares Advisors LLC 880.35%0.80%1.43%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.00%0.00%0.00%Q4 2019Q3 20218
TORONTO DOMINION BANK 880.00%0.00%0.00%Q1 2016Q4 20178
TOCQUEVILLE ASSET MANAGEMENT L.P. 880.01%0.02%0.03%Q2 2016Q1 20188
Rockwood Wealth Management, LLC 880.05%0.10%0.16%Q4 2021Q3 20238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 410.00%0.00%0.00%Q1 2016Q3 20208
Fractal Investments LLC 880.41%0.56%0.67%Q4 2021Q3 20238
NEXPOINT ASSET MANAGEMENT, L.P. 880.05%0.22%0.36%Q3 2019Q2 20218
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
RBF Capital, LLC 880.02%0.03%0.04%Q1 2016Q4 20178
CADENCE CAPITAL MANAGEMENT LLC 880.14%0.68%1.28%Q4 2018Q3 20208
Global X Management CO LLC 710.00%0.01%0.02%Q4 2015Q2 20188
WESTWOOD HOLDINGS GROUP INC 430.01%0.13%0.29%Q2 2017Q3 20237
Sowell Financial Services LLC 610.00%0.08%0.13%Q1 2021Q3 20237
9258 Wealth Management, LLC 770.10%0.12%0.14%Q1 2022Q3 20237
COMMONWEALTH EQUITY SERVICES, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Stockman Wealth Management, Inc. 770.07%0.08%0.10%Q1 2022Q3 20237
Eukles Asset Management 770.00%0.00%0.00%Q1 2022Q3 20237
Bruderman Asset Management, LLC 510.00%0.00%0.01%Q4 2015Q1 20187
CHILTON CAPITAL MANAGEMENT LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Fieldpoint Private Securities, LLC 610.00%0.00%0.00%Q4 2019Q2 20227
Caption Management, LLC 520.00%0.05%0.14%Q3 2019Q3 20217
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.00%Q1 2022Q3 20237
Allworth Financial LP 770.00%0.00%0.00%Q1 2022Q3 20237
Marshall Wace North America L.P. 310.00%0.00%0.01%Q2 2017Q3 20217
GRIFFIN ASSET MANAGEMENT, INC. 770.04%0.05%0.05%Q4 2021Q2 20237
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 770.32%0.37%0.44%Q1 2022Q3 20237
TOMPKINS FINANCIAL CORP 770.00%0.00%0.00%Q1 2022Q3 20237
HSBC HOLDINGS PLC 410.00%0.00%0.01%Q2 2017Q3 20197
LUZICH PARTNERS LLC 7711.09%13.35%17.94%Q4 2016Q2 20187
BRASADA CAPITAL MANAGEMENT, LP 770.06%0.10%0.20%Q2 2018Q4 20197
SENTINEL TRUST CO LBA 770.35%0.39%0.46%Q1 2022Q3 20237
U.S. Capital Wealth Advisors, LLC 770.06%0.07%0.10%Q1 2022Q3 20237
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
Versant Capital Management, Inc 660.02%0.02%0.02%Q1 2022Q2 20236
CITY HOLDING CO 510.00%0.00%0.01%Q1 2017Q1 20226
Acrospire Investment Management LLC 660.02%0.04%0.06%Q1 2016Q2 20176
Parisi Gray Wealth Management 660.00%0.00%0.00%Q4 2017Q1 20196
Perella Weinberg Partners Capital Management LP 660.56%1.02%1.63%Q1 2018Q2 20196
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 660.04%0.05%0.08%Q4 2019Q1 20216
Lindbrook Capital, LLC 660.02%0.04%0.06%Q2 2022Q3 20236
SOLARIS ASSET MANAGEMENT LLC 660.03%0.04%0.04%Q3 2016Q4 20176
Cambridge Investment Research Advisors, Inc. 210.00%0.00%0.00%Q2 2020Q3 20236
UNITED CAPITAL FINANCIAL ADVISORS, LLC 420.00%0.00%0.01%Q2 2016Q4 20176
Atlas Private Wealth Advisors 660.01%0.01%0.02%Q2 2020Q3 20216
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Avion Wealth 660.04%0.05%0.05%Q1 2022Q2 20236
BlackRock Inc. 660.00%0.00%0.00%Q1 2017Q2 20186
Claybrook Capital, LLC 660.16%0.18%0.20%Q2 2022Q3 20236
UMB Bank, n.a. 660.00%0.00%0.00%Q4 2021Q1 20236
HITE Hedge Asset Management LLC 510.19%2.24%3.54%Q3 2017Q4 20196
Cresset Asset Management, LLC 410.00%0.00%0.01%Q1 2019Q2 20225
GPS Wealth Strategies Group, LLC 320.01%0.01%0.01%Q2 2022Q3 20235
NewEdge Advisors, LLC 410.00%0.00%0.00%Q2 2017Q3 20235
F&V Capital Management, LLC 550.09%0.10%0.11%Q4 2021Q4 20225
Weiss Multi-Strategy Advisers LLC 210.01%0.04%0.07%Q1 2018Q4 20195
CREATIVE FINANCIAL DESIGNS INC /ADV 550.00%0.00%0.00%Q4 2016Q4 20175
SIGNATUREFD, LLC 410.00%0.00%0.00%Q1 2021Q3 20225
Asio Capital, LLC 410.10%0.12%0.14%Q4 2019Q1 20215
CLINTON GROUP INC 550.01%0.03%0.04%Q1 2016Q1 20175
Avior Wealth Management, LLC 320.00%0.00%0.01%Q4 2015Q3 20205
CENTRAL TRUST Co 550.00%0.00%0.00%Q3 2022Q3 20235
Rockefeller Capital Management L.P. 550.00%0.00%0.00%Q4 2021Q4 20225
First Reserve GP XIII Ltd 55100.00%100.00%100.00%Q3 2022Q3 20235
Center Coast Capital Advisors, LP 550.80%1.19%1.59%Q4 2016Q4 20175
TOTH FINANCIAL ADVISORY CORP 550.00%0.00%0.00%Q3 2022Q3 20235
Portfolio Strategies Inc 550.00%0.00%0.00%Q4 2016Q4 20175
Sculptor Capital LP 550.04%0.08%0.12%Q4 2015Q4 20165
Horan Securities, Inc. 550.00%0.00%0.00%Q2 2022Q2 20235
HARBOUR INVESTMENTS, INC. 320.00%0.00%0.00%Q1 2021Q3 20235
Carroll Financial Associates, Inc. 320.00%0.00%0.00%Q2 2017Q3 20215
Laird Norton Wetherby Wealth Management, LLC 410.02%0.02%0.03%Q4 2020Q1 20225
STEEL GROVE CAPITAL ADVISORS, LLC 210.03%0.04%0.04%Q1 2016Q4 20175
Apollon Wealth Management, LLC 550.02%0.02%0.04%Q3 2022Q3 20235
Private Advisor Group, LLC 410.00%0.00%0.01%Q2 2020Q4 20225
&PARTNERS 550.34%0.56%0.69%Q4 2018Q4 20195
Parallax Volatility Advisers, L.P. 410.00%0.00%0.00%Q4 2017Q1 20205
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.07%0.13%Q2 2020Q4 20215
Capital Advisors, Ltd. LLC 550.00%0.00%0.00%Q3 2017Q3 20185
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
Sunbelt Securities, Inc. 310.00%0.00%0.00%Q4 2016Q3 20234
DRIEHAUS CAPITAL MANAGEMENT LLC 210.02%0.04%0.09%Q1 2018Q3 20194
NORTHERN TRUST CORP 210.00%0.00%0.00%Q4 2015Q2 20234
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q4 2015Q4 20164
Wealthspire Advisors, L.P. 440.00%0.00%0.00%Q4 2015Q3 20164
MARSHALL WACE, LLP 310.00%0.01%0.02%Q2 2019Q3 20214
AlphaStar Capital Management, LLC 440.04%0.05%0.05%Q1 2022Q4 20224
EATON VANCE MANAGEMENT 440.00%0.00%0.00%Q1 2021Q4 20214
HRT FINANCIAL LP 110.02%0.09%0.26%Q1 2018Q3 20234
Inspire Investing, LLC 210.04%0.05%0.06%Q4 2017Q2 20214
Brookfield Public Securities Group LLC 330.00%0.26%0.59%Q3 2019Q1 20204
ADVANTAGE INVESTMENT MANAGEMENT, LLC 440.01%0.01%0.01%Q2 2016Q1 20174
Advisors Capital Management, LLC 440.04%0.04%0.05%Q3 2022Q2 20234
CAROLINAS WEALTH CONSULTING LLC 440.01%0.01%0.01%Q2 2020Q1 20214
Maryland State Retirement & Pension System 440.01%0.04%0.05%Q4 2022Q3 20234
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.02%0.04%Q4 2020Q3 20234
Global Wealth Strategies & Associates 440.00%0.00%0.00%Q4 2022Q3 20234
ALLIANCEBERNSTEIN L.P. 440.00%0.00%0.00%Q4 2016Q3 20174
Integrated Wealth Management 440.00%0.01%0.01%Q4 2015Q3 20164
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 440.26%0.37%0.42%Q2 2020Q1 20214
Parallel Advisors, LLC 310.00%0.00%0.00%Q1 2020Q3 20234
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.00%0.00%0.00%Q4 2017Q3 20184
Stratos Wealth Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
SPOT TRADING L.L.C. 220.00%0.01%0.01%Q2 2017Q3 20174
ATWOOD & PALMER INC 440.01%0.01%0.02%Q1 2016Q4 20164
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q1 2021Q1 20224
SYNOVUS FINANCIAL CORP 310.00%0.00%0.00%Q4 2015Q1 20174
SANDERS MORRIS HARRIS LLC 220.06%0.08%0.10%Q2 2022Q2 20234
RiverPark Advisors, LLC 330.00%0.03%0.04%Q2 2021Q4 20213
Full Sail Capital, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
Cohanzick Management, LLC 330.00%0.06%0.11%Q2 2021Q4 20213
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Ameritas Investment Partners, Inc. 330.01%0.01%0.02%Q1 2019Q3 20193
SG3 Management, LLC 330.00%0.01%0.01%Q3 2020Q1 20213
AE Wealth Management LLC 210.00%0.00%0.01%Q2 2022Q2 20233
Berman Capital Advisors, LLC 330.00%0.00%0.00%Q1 2019Q3 20193
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.00%0.00%Q2 2018Q2 20203
Magnetar Financial LLC 330.05%0.06%0.08%Q4 2015Q2 20163
Private Advisory Group LLC 210.15%0.31%0.50%Q4 2016Q3 20183
First PREMIER Bank 330.00%0.00%0.00%Q4 2015Q2 20163
SALEM INVESTMENT COUNSELORS INC 330.01%0.01%0.02%Q2 2021Q4 20213
Virtu KCG Holdings LLC 210.01%0.01%0.02%Q4 2015Q3 20163
State of Wyoming 330.01%0.02%0.03%Q4 2021Q2 20223
Joel Isaacson & Co., LLC 330.00%0.00%0.00%Q4 2015Q2 20163
LANDAAS & CO /WI /ADV 210.00%0.00%0.00%Q3 2017Q2 20183
OneDigital Investment Advisors LLC 330.00%0.01%0.01%Q1 2018Q3 20183
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bridgecreek Investment Management, LLC 330.04%0.04%0.04%Q1 2019Q3 20193
Municipal Employees' Retirement System of Michigan 330.28%0.45%0.55%Q4 2018Q2 20193
Selective Wealth Management, Inc. 330.01%0.01%0.02%Q1 2022Q3 20223
MEEDER ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2022Q3 20223
Icon Wealth Partners, LLC 110.01%0.01%0.01%Q4 2017Q1 20193
BOKF, NA 330.00%0.00%0.00%Q1 2023Q3 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
AllSquare Wealth Management LLC 330.01%0.01%0.01%Q1 2023Q3 20233
FEDERATED HERMES, INC. 330.01%0.01%0.01%Q4 2015Q2 20163
Confluence Wealth Services, Inc. 330.18%0.20%0.22%Q4 2021Q2 20223
Donoghue Forlines LLC 330.09%0.11%0.13%Q1 2022Q3 20223
Springhouse Capital Management, LP 330.20%0.80%1.59%Q4 2015Q2 20163
Professional Financial Advisors, LLC 330.05%0.05%0.06%Q1 2022Q3 20223
CULLEN/FROST BANKERS, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Heritage Trust Co 220.00%0.00%0.00%Q1 2017Q2 20172
Tranquility Partners, LLC 220.11%0.12%0.13%Q3 2022Q4 20222
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Pointe Capital Management LLC 110.01%0.08%0.16%Q4 2015Q1 20232
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 220.14%0.15%0.15%Q2 2023Q3 20232
Tidal Investments LLC 220.10%0.11%0.12%Q2 2019Q3 20192
EXCHANGE TRADED CONCEPTS, LLC 220.05%0.07%0.08%Q2 2023Q3 20232
GDS Wealth Management 220.03%0.04%0.04%Q2 2023Q3 20232
VERUS CAPITAL PARTNERS, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
VICTORY CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2022Q4 20222
Nemes Rush Group LLC 220.02%0.02%0.02%Q2 2023Q3 20232
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q3 2022Q4 20222
EverSource Wealth Advisors, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Kore Private Wealth LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Airain ltd 220.02%0.04%0.06%Q2 2016Q3 20162
Yaupon Capital Management LP 223.32%4.03%4.75%Q1 2021Q2 20212
Linscomb & Williams, Inc. 110.01%0.01%0.01%Q1 2022Q4 20222
Certified Advisory Corp 220.00%0.00%0.00%Q4 2017Q1 20182
PUTNAM INVESTMENTS LLC 110.00%0.00%0.00%Q4 2015Q2 20182
Arete Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2021Q1 20222
Transamerica Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2015Q1 20162
Gradient Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
DEERE & CO 110.03%0.03%0.04%Q4 2015Q3 20162
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
CATAWBA CAPITAL MANAGEMENT /VA 220.10%0.11%0.12%Q1 2018Q2 20182
GABLES CAPITAL MANAGEMENT INC. 220.00%0.00%0.01%Q2 2018Q3 20182
Newbridge Financial Services Group, Inc. 110.00%0.01%0.02%Q2 2021Q1 20222
Camarda Financial Advisors, LLC 220.00%0.00%0.00%Q1 2016Q2 20162
Leap Investments LP 220.17%0.20%0.23%Q4 2019Q1 20202
Recurrent Investment Advisors LLC 220.69%1.44%2.18%Q4 2019Q1 20202
Estabrook Capital Management 220.00%0.00%0.00%Q4 2015Q1 20162
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 221.81%2.05%2.29%Q3 2018Q4 20182
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Patriot Financial Group Insurance Agency, LLC 220.00%0.03%0.06%Q4 2019Q1 20202
STATE STREET CORP 220.00%0.00%0.00%Q4 2015Q1 20162
Old North State Trust, LLC 110.01%0.01%0.01%Q1 2019Q4 20222
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Rosenberg Matthew Hamilton 220.00%0.00%0.00%Q3 2022Q4 20222
Derbend Asset Management 110.14%0.15%0.17%Q3 2022Q2 20232
Prosperity Planning, Inc. 220.18%0.18%0.19%Q4 2020Q1 20212
HM PAYSON & CO 220.00%0.00%0.00%Q1 2022Q2 20222
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
Western Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q3 20222
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2017Q3 20192
Financial Architects, Inc 220.00%0.00%0.00%Q3 2019Q4 20192
TFS CAPITAL LLC 220.06%0.06%0.06%Q1 2016Q2 20162
Hudock, Inc. 220.00%0.00%0.00%Q2 2017Q3 20172
Financial Advocates Investment Management 220.03%0.04%0.05%Q3 2022Q4 20222
Inscription Capital, LLC 220.07%0.08%0.08%Q4 2018Q1 20192
Gupta Wealth Management LLC 220.03%0.04%0.05%Q4 2015Q1 20162
AGF INVESTMENTS INC. 220.00%0.00%0.00%Q4 2015Q1 20162
AMERICAN INTERNATIONAL GROUP, INC. 220.00%0.00%0.00%Q4 2015Q1 20162
EPG Wealth Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Trafelet Capital Management, L.P. 110.09%0.09%0.09%Q2 2016Q2 20161
Alpha DNA Investment Management LLC 110.00%0.00%0.00%Q1 2021Q1 20211
O'Neil Global Advisors, Inc. 112.00%2.00%2.00%Q3 2022Q3 20221
Pinnacle Bancorp, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q4 2016Q4 20161
Integrated Advisors Network LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
BARINGS LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Cerity Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2023Q2 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Quantbot Technologies LP 110.02%0.02%0.02%Q2 2016Q2 20161
Mascoma Wealth Management LLC 110.03%0.03%0.03%Q2 2019Q2 20191
GABELLI FUNDS LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Great Diamond Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Platform Technology Partners 110.77%0.77%0.77%Q4 2019Q4 20191
Kavar Capital Partners, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
WFG Advisors, LP 110.00%0.00%0.00%Q4 2015Q4 20151
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.09%0.09%0.09%Q2 2016Q2 20161
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Koshinski Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
WADDELL & REED FINANCIAL INC 110.01%0.01%0.01%Q4 2015Q4 20151
Walleye Capital LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q3 2019Q3 20191
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
SECURITY NATIONAL BANK OF SO DAK 110.17%0.17%0.17%Q2 2021Q2 20211
HOWE & RUSLING INC 110.00%0.00%0.00%Q3 2022Q3 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TimeScale Financial, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
MOTCO 110.00%0.00%0.00%Q1 2022Q1 20221
FOX RUN MANAGEMENT, L.L.C. 110.29%0.29%0.29%Q2 2016Q2 20161
CX Institutional 110.00%0.00%0.00%Q2 2022Q2 20221
Schonfeld Strategic Advisors LLC 110.01%0.01%0.01%Q1 2021Q1 20211
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
ProShare Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SPRING CREEK CAPITAL LLC 110.06%0.06%0.06%Q2 2018Q2 20181
NOMURA HOLDINGS INC 110.01%0.01%0.01%Q3 2023Q3 20231
Crescent Grove Advisors, LLC 110.31%0.31%0.31%Q3 2023Q3 20231
MinichMacGregor Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.20%0.20%0.20%Q4 2015Q4 20151
CERTUITY, LLC 110.07%0.07%0.07%Q1 2022Q1 20221
KPP Advisory Services LLC 110.07%0.07%0.07%Q3 2023Q3 20231
LUCUS ADVISORS LLC 110.20%0.20%0.20%Q3 2016Q3 20161
ADE, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Tibra Equities Europe Ltd 110.05%0.05%0.05%Q4 2018Q4 20181
ARES MANAGEMENT LLC 110.02%0.02%0.02%Q4 2019Q4 20191
HOLLENCREST CAPITAL MANAGEMENT 110.14%0.14%0.14%Q1 2017Q1 20171
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
DUNCKER STREETT & CO INC 110.00%0.00%0.00%Q4 2015Q4 20151
Taylor Hoffman Wealth Management 110.01%0.01%0.01%Q4 2017Q4 20171
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Waldron Private Wealth LLC 110.10%0.10%0.10%Q1 2017Q1 20171
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 110.17%0.17%0.17%Q3 2023Q3 20231
Squar Milner Financial Services LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q4 2015Q4 20151
Nuveen Asset Management, LLC 110.13%0.13%0.13%Q4 2016Q4 20161
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Acorn Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Proficio Capital Partners LLC 110.08%0.08%0.08%Q4 2016Q4 20161
Kalos Management, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
FineMark National Bank & Trust 110.01%0.01%0.01%Q4 2016Q4 20161
FORA Capital, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
External links

This page lists all the filers that currently own CRESTWOOD EQUITY PARTNERS LP or have owned CRESTWOOD EQUITY PARTNERS LP in the past.