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 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 27 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 24 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 12 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 37 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 37 | 37 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
ROYAL BANK OF CANADA | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
GENDELL JEFFREY L | 31 | 31 | 0.15% | 0.56% | 1.20% | Q1 2016 | Q3 2023 | 31 |
UBS Group AG | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 30 |
Pinnacle Holdings, LLC | 29 | 29 | 0.04% | 0.47% | 0.65% | Q3 2016 | Q3 2023 | 29 |
Renaissance Technologies | 19 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
BANK OF AMERICA CORP /DE/ | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
DEUTSCHE BANK AG\ | 17 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2021 | 25 |
M3F, Inc. | 25 | 25 | 0.17% | 4.56% | 15.84% | Q4 2015 | Q4 2021 | 25 |
LSV ASSET MANAGEMENT | 14 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
GOLDMAN SACHS GROUP INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
GLENMEDE TRUST CO NA | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
BARCLAYS PLC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FIRST UNITED BANK & TRUST | 18 | 1 | 0.13% | 2.12% | 3.06% | Q2 2013 | Q4 2022 | 19 |
SECOND CURVE CAPITAL LLC | 19 | 19 | 0.34% | 0.91% | 1.61% | Q2 2013 | Q4 2017 | 19 |
EJF Capital LLC | 10 | 1 | 0.02% | 0.76% | 1.81% | Q1 2018 | Q3 2023 | 18 |
CITY HOLDING CO | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 17 |
STATE STREET CORP | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 10 | 1 | 0.00% | 0.18% | 0.36% | Q4 2017 | Q3 2023 | 15 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 15 |
CITIGROUP INC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2021 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 14 |
FEDERATED HERMES, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
FMR LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
HoldCo Asset Management, LP | 12 | 12 | 0.19% | 0.48% | 1.43% | Q4 2020 | Q3 2023 | 12 |
Russell Investments Group, Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 11 |
BlackRock Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Janney Montgomery Scott LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
SeaCrest Wealth Management, LLC | 9 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2022 | 10 |
AMERICAN CENTURY COMPANIES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 9 |
Legal & General Group Plc | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 8 |
Western Standard LLC | 8 | 8 | 0.26% | 0.35% | 0.41% | Q2 2017 | Q1 2019 | 8 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 8 |
SCHNEIDER CAPITAL MANAGEMENT CORP | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q3 2015 | 8 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 8 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 8 |
FIRST TRUST ADVISORS LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 8 |
STRS OHIO | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 7 |
OSAIC HOLDINGS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
rhino investment partners, Inc | 7 | 7 | 0.19% | 0.35% | 0.50% | Q1 2022 | Q3 2023 | 7 |
KENNEDY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
MALTESE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.12% | 0.18% | 0.24% | Q1 2019 | Q2 2020 | 6 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 6 |
WINTON GROUP Ltd | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Huber Capital Management LLC | 6 | 6 | 0.08% | 0.29% | 0.48% | Q2 2022 | Q3 2023 | 6 |
WESBANCO BANK INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
PANAGORA ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 5 |
UBS AG | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 5 |
State of Wyoming | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
SEIDMAN LAWRENCE B | 5 | 5 | 0.64% | 0.73% | 0.91% | Q4 2019 | Q4 2020 | 5 |
Nuveen Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BHZ CAPITAL MANAGEMENT, LP | 3 | 1 | 0.10% | 0.12% | 0.15% | Q3 2021 | Q4 2022 | 4 |
HOVDE CAPITAL ADVISORS LLC | 3 | 3 | 0.30% | 0.44% | 0.51% | Q2 2013 | Q4 2013 | 3 |
Marshall Wace North America L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
ZPR Investment Management | 2 | 1 | 0.45% | 0.46% | 0.47% | Q4 2016 | Q4 2017 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Ergoteles LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
ENVESTNET ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Creative Planning | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
ROYCE & ASSOCIATES LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fourthstone LLC | 1 | 1 | 0.35% | 0.95% | 1.56% | Q4 2019 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.14% | 0.30% | 0.46% | Q3 2019 | Q4 2019 | 2 |
One68 Global Capital, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Southside Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2019 | Q3 2019 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Clover Partners, L.P. | 1 | 1 | 4.09% | 4.09% | 4.09% | Q3 2019 | Q3 2019 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CASTINE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own FIRST UTD CORP or have owned FIRST UTD CORP in the past.