| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.17% | 0.66% | Q2 2016 | Q4 2022 | 27 |
| FRONTIER INVESTMENT MGMT CO | 18 | 18 | 0.64% | 0.87% | 1.15% | Q3 2015 | Q4 2019 | 18 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 16 |
| Sonora Investment Management, LLC | 15 | 15 | 0.00% | 0.45% | 1.21% | Q3 2017 | Q1 2021 | 15 |
| KCM INVESTMENT ADVISORS LLC | 14 | 14 | 0.10% | 0.12% | 0.15% | Q3 2015 | Q4 2018 | 14 |
| HANCOCK WHITNEY CORP | 13 | 13 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2016 | 13 |
| Strategic Wealth Partners, Ltd. | 10 | 10 | 0.00% | 0.07% | 0.16% | Q4 2017 | Q1 2020 | 10 |
| UMB Bank, n.a. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 9 |
| AMERIPRISE FINANCIAL INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 9 |
| Ranch Capital Advisors Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
| GAMBLE JONES INVESTMENT COUNSEL | 7 | 7 | 0.03% | 0.06% | 0.09% | Q4 2015 | Q2 2017 | 7 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
| Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
| GLENMEDE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
| Private Capital Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 6 |
| MID CONTINENT CAPITAL LLC/IL | 6 | 6 | 0.03% | 0.15% | 0.33% | Q2 2014 | Q3 2015 | 6 |
| LUCAS CAPITAL MANAGEMENT | 3 | 2 | 0.44% | 0.49% | 0.58% | Q4 2018 | Q2 2020 | 5 |
| HYMAN CHARLES D | 5 | 5 | 0.17% | 0.66% | 0.98% | Q1 2018 | Q1 2019 | 5 |
| PNC FINANCIAL SERVICES GROUP, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
| Intellectus Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q3 2017 | 4 |
| Colonial Trust Advisors | 3 | 3 | 0.17% | 0.50% | 0.78% | Q1 2016 | Q3 2016 | 3 |
| Addison Capital Co | 2 | 1 | 0.74% | 0.82% | 0.95% | Q4 2013 | Q1 2016 | 3 |
| Hanson & Doremus Investment Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 3 |
| Janney Montgomery Scott LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
| MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
| Crow Point Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q2 2014 | 2 |
| HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q1 2014 | 2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
| Advisors Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
| FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
| Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
| Connectus Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
| VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
| Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own Goldman Sachs Group Inc or have owned Goldman Sachs Group Inc in the past.