Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 25 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 36 |
Allworth Financial LP | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 26 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 31 |
UBS Group AG | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 31 | 31 | 0.01% | 0.38% | 0.86% | Q2 2013 | Q4 2020 | 31 |
NORTHERN TRUST CORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
BANK OF AMERICA CORP /DE/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
ADVISORY RESEARCH INC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
WELLINGTON MANAGEMENT GROUP LLP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 16 |
Archer Investment Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Secure Asset Management, LLC | 10 | 1 | 0.06% | 0.34% | 0.96% | Q4 2019 | Q3 2023 | 14 |
MUFG Americas Holdings Corp | 10 | 3 | 0.00% | 0.01% | 0.01% | Q4 2010 | Q1 2015 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.02% | 0.02% | Q4 2015 | Q4 2022 | 13 |
BlackRock Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Sage Investment Advisers LLC | 8 | 8 | 0.38% | 0.45% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Certified Advisory Corp | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 8 |
JAMES INVESTMENT RESEARCH INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
PANAGORA ASSET MANAGEMENT INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 7 |
Nationwide Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
USA MUTUALS ADVISORS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Bank of New York Mellon Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Focused Wealth Management, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 4 |
Creative Planning | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
GLOBEFLEX CAPITAL L P | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Cannell Capital | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
UBS AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Fieldpoint Private Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2014 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own ESPEY MFG & ELECTRS CORP or have owned ESPEY MFG & ELECTRS CORP in the past.