Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Raymond James Financial Services Advisors, Inc. | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
HighTower Advisors, LLC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
GUGGENHEIM CAPITAL LLC | 25 | 10 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 35 |
HUNTINGTON NATIONAL BANK | 27 | 3 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q3 2023 | 30 |
Invesco Ltd. | 20 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
PATHSTONE FAMILY OFFICE, LLC | 13 | 1 | 0.00% | 0.09% | 0.35% | Q3 2013 | Q4 2022 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
CITIGROUP INC | 22 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 28 |
Ancora Advisors LLC | 28 | 28 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Mutual Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Capital Investment Advisors, LLC | 21 | 21 | 0.05% | 0.18% | 0.32% | Q4 2013 | Q4 2018 | 21 |
FIRST FOUNDATION ADVISORS | 20 | 20 | 0.02% | 0.07% | 0.12% | Q4 2014 | Q3 2019 | 20 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
HBK Sorce Advisory LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2022 | 18 |
Advisors Asset Management, Inc. | 10 | 8 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q1 2019 | 18 |
Steward Partners Investment Advisory, LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
COLDSTREAM CAPITAL MANAGEMENT INC | 16 | 16 | 0.03% | 0.09% | 0.16% | Q3 2013 | Q2 2017 | 16 |
Segment Wealth Management, LLC | 15 | 15 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2019 | 14 |
Karpus Management, Inc. | 8 | 1 | 0.01% | 0.18% | 0.34% | Q3 2013 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q2 2016 | 13 |
NEXT Financial Group, Inc | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2017 | 12 |
1607 Capital Partners, LLC | 7 | 1 | 0.02% | 0.31% | 0.58% | Q4 2018 | Q3 2023 | 12 |
Prospera Financial Services Inc | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Baird Financial Group, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2022 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2016 | 12 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 12 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.03% | 0.15% | 0.46% | Q4 2013 | Q2 2022 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 11 |
Leelyn Smith, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
MSI Financial Services Inc | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 11 |
COHEN & STEERS, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2016 | 11 |
EVOKE WEALTH, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 10 |
Moors & Cabot, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 10 |
FIRST TRUST ADVISORS LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
NewEdge Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 10 |
Mascoma Wealth Management LLC | 9 | 9 | 0.02% | 0.09% | 0.20% | Q2 2017 | Q2 2019 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q2 2019 | 9 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
DOLIVER ADVISORS, LP | 7 | 1 | 0.15% | 0.27% | 0.40% | Q1 2013 | Q4 2018 | 9 |
Jackson, Grant Investment Advisers, Inc. | 9 | 9 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q4 2017 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 8 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.19% | 0.33% | Q1 2014 | Q4 2015 | 8 |
LVW Advisors, LLC | 6 | 1 | 0.07% | 0.14% | 0.19% | Q4 2014 | Q3 2016 | 7 |
Cambridge Investment Research Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 7 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 7 | 7 | 0.35% | 0.53% | 0.60% | Q4 2013 | Q2 2015 | 7 |
WHITEBOX ADVISORS LLC | 7 | 7 | 0.05% | 0.08% | 0.12% | Q3 2013 | Q1 2015 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Keudell/Morrison Wealth Management | 6 | 6 | 0.08% | 0.15% | 0.20% | Q2 2022 | Q3 2023 | 6 |
ACCESS FINANCIAL SERVICES, INC. | 6 | 6 | 0.51% | 0.63% | 0.72% | Q1 2021 | Q2 2022 | 6 |
BANK OF MONTREAL /CAN/ | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 6 |
1776 Wealth LLC | 3 | 1 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q3 2021 | 5 |
American Portfolios Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.11% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Operose Advisors LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.47% | 0.52% | 0.55% | Q3 2015 | Q3 2016 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Dalton Investments LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q4 2013 | Q4 2014 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
AQR Capital Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 5 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q4 2020 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 1.53% | 1.61% | 1.69% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
TFS CAPITAL LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2014 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
US BANCORP \DE\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 4 |
CORNERSTONE ADVISORS INC | 4 | 4 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q1 2014 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 4 |
TCTC Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2018 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
ROBINSON CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.35% | 0.70% | Q2 2016 | Q1 2018 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
JONES FINANCIAL COMPANIES LLLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Citizens National Bank Trust Department | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 3 |
Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 3 |
Pine River Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2018 | 3 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q1 2016 | Q2 2016 | 2 |
Partnervest Advisory Services LLC | 1 | 1 | 0.11% | 0.11% | 0.12% | Q1 2019 | Q3 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.17% | 0.18% | 0.19% | Q2 2020 | Q4 2020 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
PT ASSET MANAGEMENT, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2014 | Q4 2014 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Monument Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Walleye Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
External links
This page lists all the filers that currently own EATON VANCE NATL MUN OPPORT or have owned EATON VANCE NATL MUN OPPORT in the past.