Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
WELLS FARGO & COMPANY/MN | 25 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
UBS Group AG | 24 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 32 |
BANK OF AMERICA CORP /DE/ | 17 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 32 |
Edgemoor Investment Advisors, Inc. | 25 | 7 | 0.24% | 0.42% | 0.63% | Q3 2014 | Q3 2023 | 32 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26 | 6 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q1 2023 | 32 |
ROYAL BANK OF CANADA | 25 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 31 |
D.A. DAVIDSON & CO. | 23 | 8 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 31 |
ADVISORY RESEARCH INC | 26 | 5 | 0.01% | 0.02% | 0.06% | Q3 2014 | Q4 2022 | 31 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 24 | 7 | 0.05% | 0.16% | 0.24% | Q4 2014 | Q3 2023 | 31 |
MORGAN STANLEY | 20 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
Nuveen Asset Management, LLC | 21 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 28 |
Brookfield Asset Management | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 27 |
Aurora Investment Counsel | 24 | 24 | 0.43% | 0.57% | 0.72% | Q4 2017 | Q3 2023 | 24 |
North Star Investment Management Corp. | 19 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2019 | 21 |
BAR HARBOR TRUST SERVICES | 18 | 2 | 0.00% | 1.16% | 2.16% | Q3 2016 | Q2 2022 | 20 |
LPL Financial LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2019 | 20 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 19 | 19 | 0.02% | 0.02% | 0.04% | Q3 2014 | Q1 2019 | 19 |
Daiwa Securities Group Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2018 | 17 |
COHEN & STEERS, INC. | 17 | 17 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q3 2018 | 17 |
FMR LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
BlackRock Inc. | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
ICON ADVISERS INC/CO | 7 | 2 | 0.04% | 0.67% | 1.71% | Q4 2017 | Q2 2023 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 13 |
EII CAPITAL MANAGEMENT, INC. | 13 | 13 | 0.08% | 0.15% | 0.18% | Q3 2018 | Q3 2021 | 13 |
JPMORGAN CHASE & CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Hochman Cole Investment Advisors, Inc. | 11 | 11 | 0.40% | 0.68% | 0.87% | Q4 2015 | Q2 2018 | 11 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 8 | 3 | 0.12% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
FRANKLIN RESOURCES INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Citadel Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IFP Advisors, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
First City Capital Management, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q1 2016 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
Kozak & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 6 | 0.08% | 0.26% | 0.42% | Q2 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
REDMONT WEALTH ADVISORS LLC | 3 | 3 | 0.23% | 0.54% | 0.91% | Q4 2021 | Q3 2023 | 6 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 4 | 1 | 0.12% | 0.73% | 1.43% | Q3 2020 | Q4 2022 | 5 |
Uniplan Investment Counsel, Inc. | 5 | 5 | 0.15% | 0.20% | 0.26% | Q3 2022 | Q3 2023 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
FIFTH THIRD BANCORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q2 2016 | Q1 2017 | 4 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Western Standard LLC | 3 | 3 | 0.15% | 0.18% | 0.22% | Q2 2018 | Q4 2018 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Glassy Mountain Advisors, Inc. | 3 | 3 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q2 2022 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
LDR Capital Management LLC | 2 | 2 | 0.41% | 0.63% | 0.84% | Q2 2019 | Q3 2019 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
ARBOR TRUST WEALTH ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own EQUITY COMWLTH or have owned EQUITY COMWLTH in the past.