EQUITY COMWLTH shareholder history

Current and past EQUITY COMWLTH shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
PNC FINANCIAL SERVICES GROUP, INC. 2580.00%0.00%0.00%Q3 2014Q3 202333
WELLS FARGO & COMPANY/MN 2580.00%0.00%0.00%Q3 2014Q3 202333
UBS Group AG 2480.00%0.00%0.00%Q4 2014Q3 202332
BANK OF AMERICA CORP /DE/ 1770.00%0.00%0.00%Q3 2014Q3 202332
Edgemoor Investment Advisors, Inc. 2570.24%0.42%0.63%Q3 2014Q3 202332
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2660.00%0.03%0.06%Q3 2014Q1 202332
ROYAL BANK OF CANADA 2560.00%0.00%0.00%Q3 2014Q3 202331
D.A. DAVIDSON & CO. 2380.00%0.01%0.03%Q3 2014Q3 202331
ADVISORY RESEARCH INC 2650.01%0.02%0.06%Q3 2014Q4 202231
SCHNIEDERS CAPITAL MANAGEMENT LLC 2470.05%0.16%0.24%Q4 2014Q3 202331
MORGAN STANLEY 2080.00%0.00%0.00%Q4 2015Q3 202328
Nuveen Asset Management, LLC 2130.00%0.00%0.00%Q3 2015Q3 202328
Brookfield Asset Management 1110.00%0.01%0.01%Q4 2014Q3 202327
Aurora Investment Counsel 24240.43%0.57%0.72%Q4 2017Q3 202324
North Star Investment Management Corp. 1920.02%0.02%0.02%Q3 2014Q4 201921
BAR HARBOR TRUST SERVICES 1820.00%1.16%2.16%Q3 2016Q2 202220
LPL Financial LLC 20200.00%0.00%0.01%Q3 2014Q2 201920
SPIRIT OF AMERICA MANAGEMENT CORP/NY 19190.02%0.02%0.04%Q3 2014Q1 201919
Daiwa Securities Group Inc. 17170.00%0.01%0.02%Q3 2014Q3 201817
COHEN & STEERS, INC. 17170.02%0.04%0.05%Q3 2014Q3 201817
FMR LLC 17170.00%0.00%0.00%Q1 2015Q1 201917
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 980.00%0.00%0.00%Q3 2018Q3 202317
BlackRock Inc. 870.00%0.00%0.00%Q1 2019Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
ICON ADVISERS INC/CO 720.04%0.67%1.71%Q4 2017Q2 202314
WOLVERINE ASSET MANAGEMENT LLC 710.00%0.00%0.01%Q3 2014Q3 202313
EII CAPITAL MANAGEMENT, INC. 13130.08%0.15%0.18%Q3 2018Q3 202113
JPMORGAN CHASE & CO 810.00%0.00%0.00%Q3 2019Q3 202312
Patriot Financial Group Insurance Agency, LLC 12120.00%0.01%0.01%Q4 2016Q3 201912
Hochman Cole Investment Advisors, Inc. 11110.40%0.68%0.87%Q4 2015Q2 201811
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 830.12%0.14%0.18%Q1 2020Q3 202311
OSAIC HOLDINGS, INC. 830.00%0.00%0.00%Q1 2020Q3 202311
LADENBURG THALMANN FINANCIAL SERVICES INC. 11110.00%0.00%0.00%Q2 2017Q4 201911
Jacobi Capital Management LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
FRANKLIN RESOURCES INC 720.00%0.00%0.00%Q2 2020Q3 20239
EVERMAY WEALTH MANAGEMENT LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Citadel Advisors 880.00%0.00%0.00%Q3 2018Q2 20208
MANUFACTURERS LIFE INSURANCE COMPANY, THE 880.00%0.00%0.00%Q4 2021Q3 20238
IFP Advisors, Inc 770.00%0.00%0.00%Q4 2019Q2 20217
First City Capital Management, Inc. 770.02%0.02%0.02%Q3 2014Q1 20167
Capital Analysts, LLC 770.00%0.00%0.00%Q4 2021Q2 20237
AMERICAN INTERNATIONAL GROUP, INC. 770.00%0.00%0.00%Q3 2014Q1 20167
Kozak & Associates, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Sowell Financial Services LLC 660.00%0.00%0.00%Q3 2019Q4 20206
BAR HARBOR WEALTH MANAGEMENT 660.08%0.26%0.42%Q2 2022Q3 20236
DEUTSCHE BANK AG\ 660.00%0.00%0.00%Q3 2014Q4 20156
REDMONT WEALTH ADVISORS LLC 330.23%0.54%0.91%Q4 2021Q3 20236
INFRASTRUCTURE CAPITAL ADVISORS, LLC 410.12%0.73%1.43%Q3 2020Q4 20225
Uniplan Investment Counsel, Inc. 550.15%0.20%0.26%Q3 2022Q3 20235
ENVESTNET ASSET MANAGEMENT INC 550.00%0.00%0.00%Q3 2022Q3 20235
MSI Financial Services Inc 550.00%0.00%0.00%Q4 2015Q4 20165
FIFTH THIRD BANCORP 550.00%0.00%0.00%Q3 2022Q3 20235
Lebenthal Asset Management, LLC 440.08%0.10%0.13%Q2 2016Q1 20174
CITIGROUP INC 310.00%0.00%0.00%Q3 2014Q1 20164
Homrich & Berg 440.01%0.01%0.01%Q4 2019Q3 20204
HB Wealth Management, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Spire Wealth Management 440.00%0.00%0.00%Q4 2022Q3 20234
CALDWELL SUTTER CAPITAL, INC. 440.06%0.07%0.09%Q4 2022Q3 20234
Western Standard LLC 330.15%0.18%0.22%Q2 2018Q4 20183
Parallel Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Glassy Mountain Advisors, Inc. 330.13%0.14%0.14%Q4 2021Q2 20223
HighTower Advisors, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
BLAIR WILLIAM & CO/IL 330.00%0.00%0.00%Q4 2021Q2 20223
ROOSEVELT INVESTMENT GROUP LLC 330.01%0.01%0.02%Q4 2021Q2 20223
Sageworth Trust Co 330.00%0.00%0.00%Q3 2022Q1 20233
Brookfield Public Securities Group LLC 330.01%0.02%0.03%Q3 2019Q1 20203
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
Russell Investments Group, Ltd. 220.00%0.00%0.00%Q4 2016Q1 20172
LDR Capital Management LLC 220.41%0.63%0.84%Q2 2019Q3 20192
SYNOVUS FINANCIAL CORP 220.00%0.00%0.00%Q1 2015Q2 20152
CWM, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Linscomb & Williams, Inc. 220.05%0.06%0.07%Q4 2019Q1 20202
Baystate Wealth Management LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Semmax Financial Advisors Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
Phocas Financial Corp. 110.00%0.00%0.01%Q2 2019Q4 20222
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
CSS LLC/IL 110.02%0.02%0.02%Q3 2014Q3 20141
Focused Wealth Management, Inc 110.05%0.05%0.05%Q3 2020Q3 20201
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2020Q1 20201
Lebenthal Holdings,LLC 110.08%0.08%0.08%Q2 2016Q2 20161
Kore Private Wealth LLC 110.02%0.02%0.02%Q2 2020Q2 20201
Emerald Acquisition Ltd. 110.00%0.00%0.00%Q3 2016Q3 20161
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
COHEN & STEERS CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2015Q1 20151
Clearstead Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Johnson Financial Group, Inc. 110.00%0.00%0.00%Q4 2014Q4 20141
SHELTON CAPITAL MANAGEMENT 110.11%0.11%0.11%Q3 2020Q3 20201
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
BlackRock Fund Advisors 110.00%0.00%0.00%Q4 2014Q4 20141
US BANCORP \DE\ 110.00%0.00%0.00%Q3 2023Q3 20231
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
RUSSELL FRANK CO/ 110.00%0.00%0.00%Q2 2015Q2 20151
AMERIPRISE FINANCIAL INC 110.00%0.00%0.00%Q3 2014Q3 20141
ARBOR TRUST WEALTH ADVISORS, LLC 110.18%0.18%0.18%Q4 2022Q4 20221
Relative Value Partners Group, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
HUNTINGTON NATIONAL BANK 110.00%0.00%0.00%Q1 2023Q1 20231
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BARCLAYS PLC 110.00%0.00%0.00%Q4 2014Q4 20141
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2017Q3 20171
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q4 2022Q4 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
NewEdge Advisors, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
External links

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