Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | 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/ | 38 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ProVise Management Group, LLC | 39 | 39 | 0.06% | 0.16% | 0.26% | Q1 2014 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 24 | 12 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 36 |
GUGGENHEIM CAPITAL LLC | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
ROBINSON CAPITAL MANAGEMENT, LLC | 17 | 2 | 0.36% | 0.97% | 1.91% | Q1 2016 | Q3 2023 | 26 |
Schneider Downs Wealth Management Advisors, LP | 24 | 24 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
KEYBANK NATIONAL ASSOCIATION/OH | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2018 | 24 |
RAYMOND JAMES & ASSOCIATES | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SIT INVESTMENT ASSOCIATES INC | 24 | 24 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 24 |
ALLIANCEBERNSTEIN L.P. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 20 |
Invesco Ltd. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 20 |
Capital Investment Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2023 | 20 |
1607 Capital Partners, LLC | 12 | 7 | 0.01% | 0.16% | 0.24% | Q3 2018 | Q3 2023 | 19 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 19 |
BAR HARBOR WEALTH MANAGEMENT | 19 | 19 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 18 |
AQR Arbitrage LLC | 12 | 6 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 18 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 15 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Advisors Asset Management, Inc. | 9 | 8 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2021 | 17 |
Wakefield Asset Management LLLP | 17 | 17 | 0.29% | 0.62% | 0.94% | Q3 2018 | Q3 2022 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.41% | 0.80% | 1.29% | Q4 2018 | Q4 2023 | 17 |
US BANCORP \DE\ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
FEDERATED HERMES, INC. | 12 | 4 | 0.00% | 0.07% | 1.04% | Q3 2017 | Q3 2021 | 16 |
IFP Advisors, Inc | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q2 2021 | 14 |
SMITH, MOORE & CO. | 13 | 13 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q2 2020 | 13 |
FNY Investment Advisers, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 12 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q4 2022 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q3 2020 | 11 |
Ackerman Capital Advisors, LLC | 8 | 3 | 0.00% | 0.25% | 0.46% | Q2 2019 | Q3 2023 | 11 |
Karpus Management, Inc. | 10 | 1 | 0.02% | 0.14% | 0.29% | Q3 2015 | Q1 2020 | 11 |
Cedar Brook Financial Partners, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
CITIGROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.26% | 0.34% | 0.51% | Q4 2021 | Q4 2023 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2020 | 9 |
Realta Investment Advisors | 8 | 8 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q4 2020 | 8 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 8 |
XML Financial, LLC | 5 | 3 | 0.04% | 0.14% | 0.23% | Q3 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.07% | 0.15% | 0.30% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 7 |
MARINER INVESTMENT GROUP LLC | 5 | 1 | 0.03% | 0.55% | 1.11% | Q4 2013 | Q4 2019 | 7 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.04% | 0.16% | 0.22% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BESSEMER GROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2015 | 6 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Horizon Kinetics | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
6 Meridian | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Logan Stone Capital, LLC | 5 | 5 | 0.15% | 0.42% | 0.57% | Q3 2022 | Q3 2023 | 5 |
Matisse Capital | 5 | 5 | 0.29% | 0.38% | 0.58% | Q3 2022 | Q3 2023 | 5 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.08% | 0.17% | Q1 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 5 |
Vista Private Wealth Partners. LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.05% | 0.15% | 0.26% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
RIVERBRIDGE PARTNERS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Proficio Capital Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Dakota Wealth Management | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q4 2013 | Q2 2014 | 3 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Liberty Street Advisors, Inc. | 2 | 2 | 0.76% | 0.81% | 0.87% | Q1 2015 | Q2 2015 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.08% | 0.22% | 0.37% | Q4 2017 | Q1 2018 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q1 2015 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 2 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Almitas Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own FEDERATED PREM MUN INC FD or have owned FEDERATED PREM MUN INC FD in the past.