Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
DUNCKER STREETT & CO INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2017 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 12 |
Capital Investment Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q2 2017 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2017 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 12 |
UNITED FIRE GROUP INC | 12 | 12 | 0.05% | 0.07% | 0.10% | Q3 2014 | Q2 2017 | 12 |
Cordasco Financial Network | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 12 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 12 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.11% | 0.28% | 0.54% | Q3 2014 | Q2 2017 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 12 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 12 | 12 | 0.53% | 0.79% | 1.39% | Q3 2014 | Q2 2017 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2017 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2017 | 12 |
WFG Advisors, LP | 12 | 12 | 0.00% | 0.19% | 0.58% | Q3 2014 | Q2 2017 | 12 |
BANK OF MONTREAL /CAN/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 11 |
RAYMOND JAMES & ASSOCIATES | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2017 | 11 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2017 | 11 |
Camelot Portfolios, LLC | 10 | 1 | 2.69% | 3.57% | 4.35% | Q3 2014 | Q2 2017 | 11 |
Windsor Capital Management, LLC | 11 | 11 | 0.33% | 0.68% | 1.17% | Q4 2014 | Q2 2017 | 11 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
FIRST FOUNDATION ADVISORS | 11 | 11 | 0.02% | 0.22% | 0.35% | Q4 2014 | Q2 2017 | 11 |
BB&T SECURITIES, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2017 | 10 |
Chicago Partners Investment Group LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2017 | 10 |
Sterneck Capital Management, LLC | 10 | 10 | 0.82% | 2.33% | 3.34% | Q1 2015 | Q2 2017 | 10 |
DUBUQUE BANK & TRUST CO | 10 | 10 | 0.18% | 0.61% | 1.00% | Q1 2015 | Q2 2017 | 10 |
CSS LLC/IL | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2017 | 10 |
MSI Financial Services Inc | 10 | 10 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q4 2016 | 10 |
US BANCORP \DE\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
NEXT Financial Group, Inc | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2016 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 9 |
DOLIVER ADVISORS, LP | 7 | 2 | 0.68% | 1.35% | 1.87% | Q3 2014 | Q2 2017 | 9 |
NWAM LLC | 3 | 3 | 0.32% | 0.68% | 0.99% | Q3 2014 | Q2 2017 | 9 |
Relative Value Partners Group, LLC | 9 | 9 | 1.89% | 2.24% | 3.02% | Q2 2015 | Q2 2017 | 9 |
SIGNATUREFD, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 9 |
LPL Financial LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
Cambridge Investment Research Advisors, Inc. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 9 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 5 | 4 | 0.06% | 0.14% | 0.64% | Q1 2015 | Q2 2017 | 9 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.03% | 0.18% | 0.37% | Q4 2014 | Q4 2016 | 8 |
ICON ADVISERS INC/CO | 8 | 8 | 0.11% | 0.39% | 0.85% | Q3 2014 | Q2 2016 | 8 |
ROBINSON CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.47% | 0.62% | 1.15% | Q4 2015 | Q2 2017 | 7 |
Yorktown Management & Research Co Inc | 7 | 7 | 0.30% | 0.47% | 0.64% | Q1 2015 | Q3 2016 | 7 |
Roumell Asset Management, LLC | 7 | 7 | 1.64% | 3.19% | 6.98% | Q3 2014 | Q1 2016 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.49% | 0.89% | Q3 2014 | Q4 2015 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q4 2015 | 6 |
Invesco Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
Baird Financial Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
IFP Advisors, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 6 |
Bulldog Investors, LLP | 6 | 6 | 1.04% | 5.22% | 7.16% | Q3 2014 | Q4 2015 | 6 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 5 | 1 | 0.04% | 0.06% | 0.08% | Q3 2014 | Q1 2016 | 6 |
Atria Investments, Inc | 4 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q4 2015 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Independence Trust CO | 5 | 5 | 0.68% | 0.84% | 0.97% | Q3 2014 | Q3 2015 | 5 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Advisory Services Network, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 5 |
SIT INVESTMENT ASSOCIATES INC | 5 | 5 | 0.21% | 0.63% | 1.13% | Q3 2014 | Q3 2015 | 5 |
Waverly Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2015 | 5 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 5 | 0.05% | 0.15% | 0.24% | Q2 2016 | Q2 2017 | 5 |
Harfst & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 4 |
TFS CAPITAL LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q4 2016 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Matisse Capital | 4 | 4 | 0.80% | 1.53% | 1.84% | Q1 2016 | Q4 2016 | 4 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 1.14% | 1.48% | 2.29% | Q3 2014 | Q2 2015 | 4 |
Stockman Wealth Management, Inc. | 4 | 4 | 0.11% | 0.15% | 0.22% | Q3 2016 | Q2 2017 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
CLOUGH CAPITAL PARTNERS L P | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 4 |
First PREMIER Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Coe Capital Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2016 | Q3 2016 | 3 |
Relative Value Partners, LLC | 3 | 3 | 3.33% | 3.65% | 4.07% | Q3 2014 | Q1 2015 | 3 |
NATIONAL PLANNING CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
SEI INVESTMENTS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Advisors Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2015 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.09% | 0.12% | 0.14% | Q4 2016 | Q2 2017 | 3 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.26% | 0.94% | 1.61% | Q1 2016 | Q2 2016 | 2 |
Tower Research Capital LLC (TRC) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 2 |
MCIA Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
GARRISON BRADFORD & ASSOCIATES INC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2014 | Q4 2014 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own DIVERSIFIED REAL ASSET INC F or have owned DIVERSIFIED REAL ASSET INC F in the past.