Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 75 |
Citadel Advisors | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 46 |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
ArchPoint Investors | 45 | 45 | 0.60% | 2.63% | 7.73% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
Creative Planning | 45 | 45 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2024 | 45 |
Sandy Spring Bank | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
MCDANIEL TERRY & CO | 45 | 45 | 0.07% | 0.20% | 0.38% | Q2 2013 | Q2 2024 | 45 |
Adams Asset Advisors, LLC | 45 | 45 | 0.41% | 1.80% | 2.91% | Q2 2013 | Q2 2024 | 45 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 45 |
FIRST MANHATTAN CO. LLC. | 39 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 44 |
JPMORGAN CHASE & CO | 40 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 44 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 43 | 43 | 0.10% | 0.18% | 0.30% | Q4 2013 | Q2 2024 | 43 |
EVERETT HARRIS & CO /CA/ | 43 | 43 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2024 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 43 |
US BANCORP \DE\ | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 41 |
GEODE CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2024 | 40 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2024 | 40 |
Northside Capital Management, LLC | 39 | 39 | 0.08% | 0.17% | 0.44% | Q4 2014 | Q2 2024 | 39 |
ROYCE & ASSOCIATES LP | 38 | 38 | 0.00% | 0.10% | 0.20% | Q1 2015 | Q2 2024 | 38 |
OPPENHEIMER & CO INC | 28 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2024 | 35 |
Hamlin Capital Management, LLC | 35 | 35 | 0.02% | 0.21% | 0.44% | Q2 2013 | Q4 2021 | 35 |
STIFEL FINANCIAL CORP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2024 | 35 |
PENN DAVIS MCFARLAND INC | 35 | 35 | 0.08% | 0.21% | 0.48% | Q4 2015 | Q2 2024 | 35 |
FIDUCIARY TRUST CO | 34 | 34 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2024 | 34 |
Geneos Wealth Management Inc. | 34 | 34 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q2 2024 | 34 |
GOLDMAN SACHS GROUP INC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q2 2024 | 34 |
WELCH & FORBES LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Mraz, Amerine & Associates, Inc. | 33 | 33 | 0.08% | 0.29% | 0.41% | Q2 2016 | Q2 2024 | 33 |
DEUTSCHE BANK AG\ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 32 |
LUCAS CAPITAL MANAGEMENT | 32 | 32 | 0.33% | 2.49% | 4.60% | Q1 2013 | Q4 2020 | 32 |
Renaissance Technologies | 26 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 32 |
FIRST TRUST ADVISORS LP | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 32 |
Lee Financial Co | 31 | 31 | 0.04% | 0.16% | 0.51% | Q4 2016 | Q2 2024 | 31 |
CITIGROUP INC | 18 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2024 | 29 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 28 |
BARD ASSOCIATES INC | 28 | 28 | 0.08% | 0.54% | 1.17% | Q2 2013 | Q1 2020 | 28 |
GSA CAPITAL PARTNERS LLP | 11 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q2 2024 | 27 |
Independent Advisor Alliance | 27 | 27 | 0.00% | 0.10% | 0.22% | Q4 2017 | Q2 2024 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
COMMONWEALTH EQUITY SERVICES, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2024 | 27 |
Towerpoint Wealth, LLC | 27 | 27 | 0.12% | 0.30% | 0.52% | Q4 2017 | Q2 2024 | 27 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2024 | 26 |
NORTHERN TRUST CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
Crosspoint Capital Strategies, LLC | 13 | 3 | 1.89% | 13.01% | 76.30% | Q4 2013 | Q4 2022 | 24 |
RAYMOND JAMES & ASSOCIATES | 21 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2024 | 23 |
ALBERT D MASON INC | 23 | 23 | 0.33% | 0.59% | 0.91% | Q4 2018 | Q2 2024 | 23 |
HOWARD FINANCIAL SERVICES, LTD. | 23 | 23 | 0.10% | 0.20% | 0.28% | Q4 2018 | Q2 2024 | 23 |
Delta Investment Management, LLC | 21 | 1 | 1.39% | 2.78% | 5.14% | Q4 2018 | Q2 2024 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2024 | 22 |
Segment Wealth Management, LLC | 22 | 22 | 0.04% | 0.14% | 0.29% | Q2 2013 | Q3 2018 | 22 |
Jefferies Group LLC | 21 | 21 | 0.01% | 0.05% | 0.11% | Q2 2016 | Q2 2021 | 21 |
CWM, LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2024 | 21 |
Gruss & Co., LLC | 11 | 10 | 0.11% | 1.07% | 4.34% | Q1 2014 | Q4 2020 | 21 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 21 | 21 | 0.27% | 0.45% | 0.64% | Q2 2019 | Q2 2024 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
PIN OAK INVESTMENT ADVISORS INC | 21 | 21 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2024 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
First PREMIER Bank | 20 | 20 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2024 | 20 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 20 |
NICHOLAS COMPANY, INC. | 20 | 20 | 0.08% | 0.17% | 0.30% | Q2 2013 | Q1 2018 | 20 |
Moors & Cabot, Inc. | 19 | 19 | 0.03% | 0.11% | 0.18% | Q4 2019 | Q2 2024 | 19 |
IFP Advisors, Inc | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2024 | 18 |
Choate Investment Advisors | 10 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2024 | 18 |
CENTRAL TRUST Co | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 18 |
Cutler Group LLC / CA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 18 |
BESSEMER GROUP INC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
Bridgecreek Investment Management, LLC | 11 | 6 | 0.04% | 0.06% | 0.10% | Q3 2013 | Q3 2019 | 17 |
BANK OF MONTREAL /CAN/ | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 17 |
Inscription Capital, LLC | 9 | 2 | 0.14% | 0.57% | 2.66% | Q2 2019 | Q2 2024 | 17 |
Community Bank, N.A. | 17 | 17 | 0.09% | 0.16% | 0.22% | Q2 2020 | Q2 2024 | 17 |
TRUST CO OF VERMONT | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2024 | 16 |
GROUP ONE TRADING LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 16 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2024 | 15 |
PEAPACK GLADSTONE FINANCIAL CORP | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2024 | 15 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 15 | 15 | 0.03% | 0.22% | 0.35% | Q2 2013 | Q4 2016 | 15 |
Smithfield Trust Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2024 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
First Eagle Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
WFG Advisors, LP | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 15 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 15 |
THOMPSON SIEGEL & WALMSLEY LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2016 | 14 |
Newbridge Financial Services Group, Inc. | 13 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2024 | 14 |
Essex Financial Services, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2024 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 13 |
Virtus ETF Advisers LLC | 7 | 6 | 0.08% | 0.35% | 0.61% | Q2 2019 | Q2 2024 | 13 |
CULLEN/FROST BANKERS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 13 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 13 |
BOKF, NA | 13 | 13 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q1 2018 | 13 |
Kingsview Wealth Management, LLC | 12 | 12 | 0.20% | 0.41% | 0.55% | Q3 2021 | Q2 2024 | 12 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2024 | 12 |
Global X Management CO LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2024 | 12 |
HOWLAND CAPITAL MANAGEMENT LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2024 | 12 |
Russell Investments Group, Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 12 | 12 | 0.08% | 0.19% | 0.25% | Q2 2013 | Q1 2016 | 12 |
Greenwich Investment Management, Inc. | 11 | 11 | 2.10% | 10.78% | 16.44% | Q4 2021 | Q2 2024 | 11 |
TEALWOOD ASSET MANAGEMENT INC | 11 | 11 | 0.40% | 2.07% | 3.01% | Q1 2013 | Q3 2015 | 11 |
Lehman Financial Resources, Inc. | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2015 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2013 | 11 |
Raymond James Financial Services Advisors, Inc. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 11 |
Meixler Investment Management, Ltd. | 11 | 11 | 10.03% | 12.13% | 13.88% | Q4 2021 | Q2 2024 | 11 |
Concorde Financial Corp | 11 | 11 | 0.65% | 1.73% | 3.88% | Q4 2021 | Q2 2024 | 11 |
Robotti & Company | 10 | 1 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q2 2024 | 11 |
ClearBridge Investments | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
FMR LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2024 | 10 |
Texas Yale Capital Corp. | 10 | 10 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q2 2024 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 10 |
S&T BANK/PA | 7 | 1 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q2 2024 | 10 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 10 |
Aviance Capital Partners, LLC | 10 | 10 | 0.13% | 0.28% | 0.39% | Q2 2013 | Q3 2015 | 10 |
Private Wealth Partners, LLC | 7 | 3 | 0.01% | 0.29% | 0.78% | Q2 2013 | Q3 2020 | 10 |
BBR PARTNERS, LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q2 2024 | 10 |
INGALLS & SNYDER LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2024 | 10 |
PEAK6 Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 10 |
Penbrook Management LLC | 9 | 9 | 0.26% | 0.30% | 0.36% | Q2 2022 | Q2 2024 | 9 |
STEPHENS INC /AR/ | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 9 |
Sound Income Strategies, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 9 |
GLENMEDE TRUST CO NA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 9 |
E&G Advisors, LP | 4 | 2 | 0.03% | 0.13% | 0.31% | Q4 2017 | Q1 2022 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q1 2016 | 9 |
Joseph P. Lucia & Associates, LLC | 6 | 3 | 0.00% | 0.03% | 0.11% | Q1 2019 | Q2 2021 | 9 |
NATIONAL BANK OF CANADA /FI/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
Hillsdale Investment Management Inc. | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q1 2023 | 9 |
St. James Investment Company, LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2016 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.05% | 0.13% | Q3 2022 | Q2 2024 | 8 |
SUMMITRY LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 8 |
U S GLOBAL INVESTORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Freestone Capital Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.09% | Q3 2022 | Q2 2024 | 8 |
NATIXIS | 8 | 8 | 0.01% | 0.03% | 0.07% | Q3 2022 | Q2 2024 | 8 |
TIEMANN INVESTMENT ADVISORS, LLC | 8 | 8 | 0.24% | 0.40% | 0.51% | Q4 2013 | Q3 2015 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2024 | 8 |
ALPS ADVISORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2024 | 8 |
Cannell Capital | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 8 |
Sumitomo Mitsui Trust Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
WEXFORD CAPITAL LP | 7 | 1 | 0.01% | 0.19% | 0.42% | Q1 2018 | Q2 2022 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
State of Wyoming | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
DEERE & CO | 8 | 8 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
NewEdge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Templeton & Phillips Capital Management, LLC | 7 | 7 | 0.34% | 0.39% | 0.40% | Q4 2022 | Q2 2024 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 7 | 7 | 0.32% | 0.39% | 0.50% | Q1 2018 | Q3 2019 | 7 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2024 | 7 |
OneDigital Investment Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2024 | 7 |
TOTH FINANCIAL ADVISORY CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2024 | 7 |
Edge Capital Group, LLC | 7 | 7 | 0.10% | 0.18% | 0.41% | Q4 2022 | Q2 2024 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.10% | 0.17% | 0.30% | Q4 2013 | Q2 2015 | 7 |
O'Brien Greene & Co. Inc | 7 | 7 | 0.22% | 0.47% | 0.54% | Q4 2022 | Q2 2024 | 7 |
Sunbelt Securities, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q2 2017 | 6 |
Autumn Glory Partners, LLC | 6 | 6 | 0.36% | 0.59% | 0.77% | Q1 2023 | Q2 2024 | 6 |
Clarity Financial LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2024 | 6 |
Arrow Investment Advisors, LLC | 3 | 3 | 0.14% | 0.17% | 0.24% | Q3 2020 | Q4 2022 | 6 |
Ashfield Capital Partners, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
CHILTON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2024 | 6 |
Whetstone Capital Advisors, LLC | 6 | 6 | 0.34% | 1.05% | 1.74% | Q2 2014 | Q3 2015 | 6 |
GraniteShares Advisors LLC | 6 | 6 | 0.62% | 1.13% | 1.33% | Q1 2023 | Q2 2024 | 6 |
Cambridge Investment Research Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2024 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
TCG Advisory Services, LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q1 2024 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Hawkins Capital L.P. | 5 | 5 | 0.00% | 0.23% | 0.31% | Q3 2016 | Q3 2017 | 6 |
STATE STREET CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
HighTower Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
AMERIPRISE FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2024 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q4 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
AMP Capital Investors Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2020 | 5 |
Sterling Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Pathway Financial Advisers, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2024 | 5 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 5 |
Steward Partners Investment Advisory, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2024 | 5 |
TFS CAPITAL LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
N.E.W. Advisory Services LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q2 2024 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
ING GROEP NV | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q2 2024 | 5 |
Avidian Wealth Enterprises, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Belmont Global Advisors, Inc. | 4 | 4 | 0.32% | 0.33% | 0.34% | Q4 2013 | Q3 2014 | 4 |
SG3 Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2021 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
Lafitte Capital Management LP | 3 | 1 | 1.54% | 3.51% | 5.10% | Q1 2014 | Q2 2018 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2015 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
CAPTRUST FINANCIAL ADVISORS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Nine Chapters Capital Management LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q2 2014 | 4 |
Eidelman Virant Capital | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 4 |
SCW Capital Management, LP | 4 | 4 | 5.02% | 7.29% | 9.19% | Q4 2018 | Q3 2019 | 4 |
Glassman Wealth Services | 4 | 4 | 0.06% | 0.11% | 0.17% | Q4 2014 | Q3 2015 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2015 | 4 |
Jump Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q1 2024 | 4 |
WESTPAC BANKING CORP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q2 2024 | 4 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 4 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q4 2023 | 3 |
Requisite Capital Management, LLC | 3 | 3 | 0.22% | 0.23% | 0.23% | Q4 2023 | Q2 2024 | 3 |
Fort Sheridan Advisors LLC | 3 | 3 | 0.08% | 0.08% | 0.10% | Q4 2023 | Q2 2024 | 3 |
CYPRESS ASSET MANAGEMENT INC/TX | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2024 | 3 |
EIGHT 31 FINANCIAL, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2023 | Q2 2024 | 3 |
Arlington Trust Co LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2023 | Q2 2024 | 3 |
Mirae Asset Global Investments Co., Ltd. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2024 | 3 |
ROTHSCHILD INVESTMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 0.09% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Pathstone Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Horizon Kinetics | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Triumph Capital Management | 3 | 3 | 0.17% | 0.20% | 0.23% | Q2 2021 | Q4 2021 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.03% | 0.07% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Americana Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2024 | Q2 2024 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q1 2023 | 2 |
BECK MACK & OLIVER LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Intersect Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Hollow Brook Wealth Management LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q4 2014 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Samalin Investment Counsel, LLC | 2 | 2 | 0.13% | 0.17% | 0.20% | Q3 2023 | Q4 2023 | 2 |
State of Tennessee, Department of Treasury | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Friedberg Investment Management | 2 | 2 | 0.10% | 0.19% | 0.27% | Q2 2014 | Q3 2014 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Vestcor Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.52% | 0.69% | 0.85% | Q2 2013 | Q3 2013 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Fortress Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2024 | Q2 2024 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2024 | 2 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
JVL Advisors, L.L.C. | 2 | 2 | 0.09% | 0.62% | 1.16% | Q4 2019 | Q1 2020 | 2 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2024 | 2 |
Anfield Capital Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2024 | Q2 2024 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q1 2024 | 2 |
HWG Holdings LP | 1 | 1 | 0.01% | 0.08% | 0.14% | Q4 2023 | Q2 2024 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Garner Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BlackRock Finance, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CUSTOM INDEX SYSTEMS, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2023 | Q4 2023 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MAGNOLIA CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2024 | Q1 2024 | 1 |
SFMG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SUMMIT SECURITIES GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own DORCHESTER MINERALS LP or have owned DORCHESTER MINERALS LP in the past.