| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Highlander Capital Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
| KCM INVESTMENT ADVISORS LLC | 20 | 20 | 0.14% | 0.32% | 0.59% | Q2 2013 | Q1 2018 | 20 |
| ROOSEVELT INVESTMENT GROUP LLC | 20 | 20 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q1 2018 | 20 |
| American Research & Management Co. | 15 | 4 | 0.01% | 0.08% | 0.25% | Q2 2013 | Q1 2018 | 19 |
| TRUST CO OF VERMONT | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 17 |
| AMERIPRISE FINANCIAL INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
| GLENMEDE TRUST CO NA | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 14 |
| PNC FINANCIAL SERVICES GROUP, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 12 |
| CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
| PRENTISS SMITH & CO INC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 9 |
| Sargent Bickham Lagudis LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 5 |
| PRIVATE TRUST CO NA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
| REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
| BECK CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.10% | 0.57% | 1.00% | Q4 2015 | Q3 2017 | 4 |
| Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 3 |
| HUNTINGTON NATIONAL BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
| North Star Investment Management Corp. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q4 2013 | 3 |
| Aperio Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
| Wellington Shields Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q2 2014 | 2 |
| Paragon Capital Management LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2015 | Q3 2015 | 2 |
| BRYN MAWR TRUST Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
| MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
| CAPITAL INSIGHT PARTNERS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
| VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
| IAT REINSURANCE CO LTD. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2014 | Q4 2014 | 1 |
| Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own HSBC HLDGS PLC PERP PREF SHS or have owned HSBC HLDGS PLC PERP PREF SHS in the past.