Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
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% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HENNESSY ADVISORS INC | 42 | 42 | 0.06% | 0.28% | 0.51% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 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 |
Marble Harbor Investment Counsel, LLC | 42 | 42 | 0.04% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
DEUTSCHE BANK AG\ | 35 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 39 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 34 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 39 |
CITIGROUP INC | 34 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
STATE STREET CORP | 34 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 25 | 13 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 38 |
AMERICAN INTERNATIONAL GROUP, INC. | 34 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
BARCLAYS PLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 35 |
Renaissance Technologies | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 35 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Clean Yield Group | 33 | 33 | 0.28% | 1.37% | 2.02% | Q3 2015 | Q3 2023 | 33 |
Invesco Ltd. | 17 | 16 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
COLONY GROUP LLC | 28 | 3 | 0.01% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 31 |
ROPES WEALTH ADVISORS LLC | 30 | 1 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q4 2022 | 31 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 30 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 30 | 30 | 0.02% | 0.40% | 0.82% | Q4 2013 | Q1 2021 | 30 |
BANK OF MONTREAL /CAN/ | 23 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 29 |
JPMORGAN CHASE & CO | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
WELCH & FORBES LLC | 29 | 29 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
METROPOLITAN LIFE INSURANCE CO/NY | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Grandeur Peak Global Advisors, LLC | 24 | 3 | 0.01% | 0.43% | 1.01% | Q4 2015 | Q3 2023 | 27 |
Moors & Cabot, Inc. | 26 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 27 |
American Research & Management Co. | 27 | 27 | 0.01% | 0.31% | 0.84% | Q1 2016 | Q3 2022 | 27 |
RHUMBLINE ADVISERS | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
ALLIANCEBERNSTEIN L.P. | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Janney Montgomery Scott LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Port Capital LLC | 24 | 24 | 1.24% | 2.21% | 3.72% | Q4 2017 | Q3 2023 | 24 |
Epoch Investment Partners, Inc. | 23 | 23 | 0.01% | 0.06% | 0.10% | Q3 2017 | Q1 2023 | 23 |
SeaCrest Wealth Management, LLC | 23 | 23 | 0.03% | 0.09% | 0.11% | Q4 2017 | Q2 2023 | 23 |
FIRST TRUST ADVISORS LP | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 22 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 22 |
PRICE T ROWE ASSOCIATES INC /MD/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
BANC FUNDS CO LLC | 21 | 21 | 0.02% | 0.27% | 0.44% | Q2 2013 | Q2 2018 | 21 |
TEACHERS ADVISORS, LLC | 16 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 21 |
Modera Wealth Management, LLC | 9 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q1 2023 | 20 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.03% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Copeland Capital Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 20 |
AXA S.A. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
AMERIPRISE FINANCIAL INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 19 |
Geneos Wealth Management Inc. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 19 |
Clearstead Advisors, LLC | 15 | 4 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
GOLDMAN SACHS GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 17 |
Aristides Capital LLC | 16 | 16 | 1.46% | 3.20% | 5.22% | Q4 2019 | Q3 2023 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 16 |
FEDERATED HERMES, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 16 |
Ativo Capital Management LLC | 15 | 15 | 0.14% | 0.25% | 0.36% | Q1 2015 | Q3 2018 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Archon Partners LLC | 15 | 15 | 0.05% | 0.15% | 0.18% | Q1 2017 | Q3 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
AMERICAN CENTURY COMPANIES INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 14 |
ANCHOR CAPITAL ADVISORS LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2017 | 14 |
Marquette Asset Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
CAPE COD FIVE CENTS SAVINGS BANK | 9 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q4 2021 | 13 |
CI Global Investments Inc. | 12 | 1 | 0.03% | 0.16% | 0.28% | Q2 2013 | Q1 2017 | 13 |
DENALI ADVISORS LLC | 5 | 2 | 0.00% | 0.03% | 0.13% | Q3 2015 | Q3 2023 | 13 |
CREDIT SUISSE AG/ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 13 |
NISA INVESTMENT ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SCHWARTZ INVESTMENT COUNSEL INC | 12 | 12 | 0.06% | 0.31% | 0.56% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 12 |
BlackRock Institutional Trust Company, N.A. | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 12 |
FIRST QUADRANT LLC/CA | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 12 |
Fiduciary Trust Co International of Pennsylvania | 12 | 12 | 0.13% | 0.21% | 0.26% | Q2 2017 | Q1 2020 | 12 |
Citadel Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
BLACKROCK ADVISORS LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q4 2019 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
PANAGORA ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Parallel Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 10 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 10 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Risk Paradigm Group, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 9 |
EATON VANCE MANAGEMENT | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Commonwealth Equity Services, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 9 |
Liontrust Investment Partners LLP | 8 | 1 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 9 |
STATE OF WISCONSIN INVESTMENT BOARD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Community Capital Management, LLC | 8 | 8 | 0.55% | 0.72% | 1.03% | Q2 2021 | Q1 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.11% | 0.14% | 0.17% | Q1 2019 | Q4 2020 | 8 |
SEI INVESTMENTS CO | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 8 |
Paragon Advisors, LLC | 8 | 8 | 0.22% | 0.98% | 1.86% | Q4 2021 | Q3 2023 | 8 |
Swiss National Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MALTESE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.20% | 0.30% | 0.38% | Q2 2013 | Q1 2015 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Opus Capital Group, LLC | 7 | 7 | 0.24% | 0.42% | 0.56% | Q3 2017 | Q1 2019 | 7 |
PDT Partners, LLC | 4 | 3 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Permanens Capital L.P. | 6 | 6 | 0.05% | 0.10% | 0.18% | Q4 2019 | Q1 2021 | 6 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Russell Investments Group, Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 6 |
McNamara Financial Services, Inc. | 5 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2022 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q4 2017 | 5 |
Investment Advisory Group, LLC | 5 | 5 | 0.13% | 0.17% | 0.22% | Q4 2021 | Q4 2022 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.11% | 0.16% | 0.22% | Q4 2022 | Q4 2023 | 5 |
Laurus Investment Counsel Inc. | 5 | 5 | 0.70% | 0.78% | 0.85% | Q4 2021 | Q4 2022 | 5 |
Spark Investment Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Acrospire Investment Management LLC | 4 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q2 2017 | 5 |
VELA Investment Management, LLC | 4 | 4 | 0.16% | 0.20% | 0.27% | Q3 2022 | Q2 2023 | 4 |
RAMSEY QUANTITATIVE SYSTEMS | 4 | 4 | 0.03% | 0.09% | 0.16% | Q1 2018 | Q4 2018 | 4 |
QUADRANT CAPITAL GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Summit Global Investments | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
ROCKLAND TRUST CO | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Annandale Capital, LLC | 4 | 4 | 0.16% | 0.41% | 0.74% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 0.43% | 0.53% | 0.58% | Q4 2022 | Q3 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2019 | 4 |
Creative Planning | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 4 |
Dorsey Wright & Associates | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
RUSSELL FRANK CO/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 3 |
Lindbrook Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Fieldpoint Private Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 3 |
NewEdge Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ROYCE & ASSOCIATES LP | 2 | 2 | 0.11% | 0.15% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2014 | Q3 2014 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
WADE G W & INC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
WFG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LMR Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lumbard & Kellner, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Old Port Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Verdad Advisers, LP | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2023 | Q1 2023 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own HINGHAM INSTN SVGS MASS or have owned HINGHAM INSTN SVGS MASS in the past.