Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SIT INVESTMENT ASSOCIATES INC | 35 | 35 | 0.01% | 0.10% | 0.16% | Q2 2013 | Q4 2021 | 35 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
Cambridge Investment Research Advisors, Inc. | 35 | 35 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2021 | 35 |
US BANCORP \DE\ | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
MORGAN STANLEY | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
ROYAL BANK OF CANADA | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
LPL Financial LLC | 17 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 33 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 29 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 24 |
Raymond James Financial Services Advisors, Inc. | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 24 |
MACKAY SHIELDS LLC | 24 | 24 | 0.04% | 0.15% | 0.46% | Q1 2016 | Q4 2021 | 24 |
AMERIPRISE FINANCIAL INC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 22 |
WOLVERINE ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 20 |
Thomas J. Herzfeld Advisors, Inc. | 17 | 1 | 0.00% | 0.05% | 0.10% | Q1 2014 | Q4 2021 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2017 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 13 | 4 | 0.02% | 0.09% | 0.35% | Q2 2013 | Q3 2017 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 16 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 9 | 1 | 0.01% | 0.06% | 0.14% | Q4 2014 | Q4 2019 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 14 |
ACCESS FINANCIAL SERVICES, INC. | 8 | 1 | 0.12% | 0.33% | 0.58% | Q4 2016 | Q4 2021 | 14 |
MARINER INVESTMENT GROUP LLC | 13 | 13 | 0.36% | 1.51% | 2.46% | Q4 2017 | Q4 2020 | 13 |
Saba Capital Management, L.P. | 13 | 13 | 0.08% | 0.29% | 0.56% | Q4 2018 | Q4 2021 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2021 | 13 |
Commonwealth Equity Services, Inc | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 12 |
Realta Investment Advisors | 12 | 12 | 0.05% | 0.12% | 0.18% | Q1 2019 | Q4 2021 | 12 |
AQR Arbitrage LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 12 |
RMB Capital Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2020 | 11 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2021 | 11 |
CITIGROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 10 |
DOLIVER ADVISORS, LP | 7 | 3 | 0.07% | 0.25% | 0.64% | Q2 2013 | Q2 2018 | 10 |
Marks Group Wealth Management, Inc | 9 | 9 | 0.15% | 0.18% | 0.24% | Q4 2019 | Q4 2021 | 9 |
Matisse Capital | 6 | 1 | 0.10% | 0.26% | 0.68% | Q4 2018 | Q4 2021 | 9 |
Advisor Group, Inc. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 9 |
Wakefield Asset Management LLLP | 9 | 9 | 0.33% | 0.37% | 0.48% | Q4 2019 | Q4 2021 | 9 |
OSAIC HOLDINGS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 7 |
NEXT Financial Group, Inc | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2021 | 7 |
Gs Investments, Inc. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 7 |
HighTower Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
First Washington CORP | 5 | 5 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q2 2014 | 5 |
Berger Financial Group, Inc | 5 | 5 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Sightline Wealth Advisors, LLC | 5 | 5 | 0.40% | 0.53% | 0.68% | Q4 2020 | Q4 2021 | 5 |
Bulldog Investors, LLP | 4 | 1 | 0.89% | 2.03% | 3.18% | Q4 2019 | Q4 2021 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.08% | 0.11% | Q1 2020 | Q4 2021 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 4 |
Paradigm, Strategies in Wealth Management, LLC | 4 | 4 | 0.22% | 0.23% | 0.25% | Q1 2021 | Q4 2021 | 4 |
HighMark Wealth Management LLC | 4 | 4 | 0.11% | 0.13% | 0.13% | Q1 2021 | Q4 2021 | 4 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.09% | 0.17% | Q1 2021 | Q4 2021 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2018 | 2 |
Almitas Capital LLC | 2 | 2 | 0.22% | 0.60% | 0.98% | Q2 2019 | Q3 2019 | 2 |
Twele Capital Management, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q4 2014 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
TIAA Kaspick, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Carlson Capital Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTHERN TRUST CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2020 | Q3 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own DELAWARE INV MN MUN INC FD I or have owned DELAWARE INV MN MUN INC FD I in the past.