| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Janney Montgomery Scott LLC | 9 | 9 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q2 2015 | 9 |
| TELEMUS CAPITAL, LLC | 3 | 3 | 4.43% | 5.20% | 5.66% | Q2 2015 | Q4 2015 | 3 |
| CSM Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
| HARBOR ADVISORY CORP /MA/ | 2 | 2 | 0.63% | 0.85% | 1.07% | Q4 2020 | Q1 2021 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2015 | Q2 2016 | 2 |
| FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
| NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
This page lists all the filers that currently own OAKMARK GLB SEL I or have owned OAKMARK GLB SEL I in the past.