HINGHAM INSTN SVGS MASS shareholder history

Current and past HINGHAM INSTN SVGS MASS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
MORGAN STANLEY 45450.00%0.00%0.00%Q2 2013Q2 202445
Bank of New York Mellon Corp 45450.00%0.00%0.00%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.00%Q2 2013Q2 202445
DIMENSIONAL FUND ADVISORS LP 45450.00%0.00%0.01%Q2 2013Q2 202445
Marble Harbor Investment Counsel, LLC 45450.04%0.11%0.17%Q2 2013Q2 202445
VANGUARD GROUP INC 45450.00%0.00%0.01%Q2 2013Q2 202445
WELLS FARGO & COMPANY/MN 45450.00%0.00%0.00%Q2 2013Q2 202445
NORTHERN TRUST CORP 45450.00%0.00%0.00%Q2 2013Q2 202445
GEODE CAPITAL MANAGEMENT, LLC 45450.00%0.00%0.00%Q2 2013Q2 202445
HENNESSY ADVISORS INC 45450.03%0.27%0.51%Q2 2013Q2 202445
US BANCORP \DE\ 43430.00%0.00%0.00%Q4 2013Q2 202443
FMR LLC 43430.00%0.00%0.00%Q4 2013Q2 202443
DEUTSCHE BANK AG\ 3840.00%0.00%0.00%Q3 2013Q2 202442
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3750.00%0.00%0.00%Q1 2013Q2 202442
CITIGROUP INC 3750.00%0.00%0.00%Q2 2013Q2 202442
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 28130.01%0.02%0.04%Q1 2014Q2 202441
STATE STREET CORP 3740.00%0.00%0.00%Q2 2013Q2 202441
BARCLAYS PLC 3010.00%0.00%0.00%Q2 2013Q2 202440
AMERICAN INTERNATIONAL GROUP, INC. 3640.00%0.00%0.00%Q2 2013Q1 202440
UBS Group AG 39390.00%0.00%0.00%Q4 2014Q2 202439
Renaissance Technologies 38380.00%0.01%0.01%Q1 2015Q2 202438
BNP PARIBAS FINANCIAL MARKETS 3320.00%0.00%0.00%Q2 2014Q2 202438
Tower Research Capital LLC (TRC) 1810.00%0.00%0.01%Q2 2013Q2 202437
NEW YORK STATE COMMON RETIREMENT FUND 37370.00%0.00%0.00%Q2 2015Q2 202437
Clean Yield Group 36360.28%1.30%2.02%Q3 2015Q2 202436
Invesco Ltd. 19170.00%0.00%0.00%Q2 2015Q2 202436
BlackRock Finance, Inc. 34340.00%0.00%0.00%Q1 2016Q2 202434
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 34340.00%0.00%0.00%Q1 2016Q2 202434
Legal & General Group Plc 33330.00%0.00%0.00%Q2 2016Q2 202433
ROYAL BANK OF CANADA 2510.00%0.00%0.00%Q3 2013Q2 202433
WELCH & FORBES LLC 32320.00%0.01%0.01%Q3 2016Q2 202432
JPMORGAN CHASE & CO 32320.00%0.00%0.00%Q3 2016Q2 202432
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.00%0.00%Q2 2013Q1 202132
COLONY GROUP LLC 2830.01%0.02%0.09%Q2 2015Q3 202331
ROPES WEALTH ADVISORS LLC 3010.03%0.06%0.09%Q1 2015Q4 202231
ALLIANCEBERNSTEIN L.P. 2910.00%0.00%0.00%Q2 2013Q2 202430
RHUMBLINE ADVISERS 2910.00%0.00%0.00%Q4 2016Q2 202430
Moors & Cabot, Inc. 2910.01%0.04%0.06%Q4 2016Q2 202430
METROPOLITAN LIFE INSURANCE CO/NY 30300.00%0.00%0.00%Q4 2016Q1 202430
Ameritas Investment Partners, Inc. 30300.00%0.00%0.00%Q1 2017Q2 202430
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 30300.02%0.40%0.82%Q4 2013Q1 202130
BANK OF MONTREAL /CAN/ 2310.00%0.00%0.00%Q1 2014Q2 202329
Grandeur Peak Global Advisors, LLC 2430.01%0.43%1.01%Q4 2015Q3 202327
MetLife Investment Management, LLC 27270.00%0.00%0.00%Q4 2017Q2 202427
American Research & Management Co. 27270.01%0.31%0.84%Q1 2016Q3 202227
Port Capital LLC 25250.14%2.13%3.72%Q4 2017Q4 202325
PRICE T ROWE ASSOCIATES INC /MD/ 25250.00%0.00%0.00%Q2 2018Q2 202425
SeaCrest Wealth Management, LLC 2310.02%0.09%0.11%Q4 2017Q4 202324
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
Janney Montgomery Scott LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
FIRST TRUST ADVISORS LP 1110.00%0.00%0.00%Q4 2016Q4 202323
Epoch Investment Partners, Inc. 23230.01%0.06%0.10%Q3 2017Q1 202323
Aptus Capital Advisors, LLC 23230.03%0.08%0.14%Q4 2018Q2 202423
Copeland Capital Management, LLC 22220.00%0.00%0.00%Q4 2018Q1 202422
Kelly Financial Services LLC 22220.00%0.01%0.02%Q1 2019Q2 202422
MARTINGALE ASSET MANAGEMENT L P 1410.00%0.01%0.02%Q3 2016Q1 202322
TEACHERS ADVISORS, LLC 1650.00%0.00%0.00%Q2 2013Q1 201921
Nuveen Asset Management, LLC 21210.00%0.00%0.00%Q2 2019Q2 202421
BANC FUNDS CO LLC 21210.02%0.27%0.44%Q2 2013Q2 201821
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1040.00%0.00%0.01%Q2 2013Q4 202121
AMERIPRISE FINANCIAL INC 630.00%0.00%0.00%Q2 2013Q4 202320
Modera Wealth Management, LLC 910.01%0.03%0.07%Q4 2016Q1 202320
TIAA CREF INVESTMENT MANAGEMENT LLC 1640.00%0.00%0.00%Q2 2013Q1 201920
Geneos Wealth Management Inc. 1810.00%0.00%0.00%Q3 2017Q1 202319
AXA S.A. 19190.00%0.00%0.00%Q2 2013Q4 201719
Aristides Capital LLC 19190.51%2.82%5.22%Q4 2019Q2 202419
GOLDMAN SACHS GROUP INC 1010.00%0.00%0.00%Q1 2015Q2 202419
Clearstead Advisors, LLC 1540.01%0.02%0.04%Q4 2018Q3 202319
AMERICAN CENTURY COMPANIES INC 1710.00%0.00%0.00%Q4 2017Q2 202418
Nationwide Fund Advisors 18180.00%0.00%0.00%Q2 2013Q3 201718
ANCHOR CAPITAL ADVISORS LLC 17170.01%0.02%0.03%Q2 2020Q2 202417
OSAIC HOLDINGS, INC. 17170.00%0.00%0.00%Q1 2020Q1 202417
Winslow, Evans & Crocker, Inc. 1510.00%0.00%0.01%Q4 2013Q4 202016
FEDERATED HERMES, INC. 810.00%0.00%0.00%Q2 2015Q3 202116
CANADA LIFE ASSURANCE Co 730.00%0.00%0.00%Q1 2018Q1 202416
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
Citadel Advisors 620.00%0.00%0.00%Q2 2019Q2 202415
Archon Partners LLC 15150.05%0.15%0.18%Q1 2017Q3 202015
Ativo Capital Management LLC 15150.14%0.25%0.36%Q1 2015Q3 201815
DENALI ADVISORS LLC 520.00%0.03%0.13%Q3 2015Q1 202415
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
SCHWARTZ INVESTMENT COUNSEL INC 15150.06%0.36%0.62%Q4 2020Q2 202415
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
CREDIT SUISSE AG/ 1010.00%0.00%0.00%Q1 2015Q1 202415
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 14140.03%0.07%0.13%Q1 2021Q2 202414
BRIDGEWAY CAPITAL MANAGEMENT, LLC 14140.00%0.01%0.02%Q2 2014Q3 201714
Marquette Asset Management, LLC 13130.01%0.01%0.01%Q1 2019Q1 202213
CAPE COD FIVE CENTS SAVINGS BANK 910.02%0.03%0.04%Q4 2016Q4 202113
NISA INVESTMENT ADVISORS, LLC 13130.00%0.00%0.00%Q4 2020Q4 202313
CI Global Investments Inc. 1210.03%0.16%0.28%Q2 2013Q1 201713
TWO SIGMA INVESTMENTS, LP 710.00%0.00%0.00%Q4 2016Q2 202413
Fiduciary Trust Co International of Pennsylvania 12120.13%0.21%0.26%Q2 2017Q1 202012
BlackRock Institutional Trust Company, N.A. 750.00%0.00%0.00%Q2 2013Q4 201612
FIRST QUADRANT LLC/CA 750.00%0.00%0.00%Q2 2014Q3 201712
MML INVESTORS SERVICES, LLC 1110.00%0.00%0.00%Q4 2020Q4 202312
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.00%0.01%Q4 2017Q3 202012
Capital Analysts, LLC 11110.03%0.03%0.03%Q2 2017Q4 201911
Parallel Advisors, LLC 910.00%0.00%0.00%Q4 2020Q2 202411
BESSEMER GROUP INC 11110.00%0.00%0.00%Q3 2016Q1 201911
OPPENHEIMER & CO INC 11110.00%0.01%0.01%Q4 2020Q2 202311
BLACKROCK ADVISORS LLC 740.00%0.00%0.00%Q2 2013Q4 201611
SG Americas Securities, LLC 410.00%0.00%0.00%Q1 2017Q4 202311
PANAGORA ASSET MANAGEMENT INC 710.00%0.00%0.00%Q1 2015Q2 202211
STATE OF WISCONSIN INVESTMENT BOARD 10100.00%0.00%0.00%Q3 2021Q4 202310
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.02%Q2 2018Q3 202010
Swiss National Bank 10100.00%0.00%0.00%Q4 2021Q1 202410
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.00%Q3 2019Q2 202410
AMALGAMATED BANK 10100.00%0.00%0.00%Q1 2022Q2 202410
DELTA ASSET MANAGEMENT LLC/TN 10100.00%0.00%0.01%Q3 2016Q4 201810
Commonwealth Equity Services, Inc 990.00%0.00%0.01%Q3 2015Q3 20179
Russell Investments Group, Ltd. 540.00%0.00%0.01%Q4 2017Q2 20249
Liontrust Investment Partners LLP 810.02%0.05%0.06%Q4 2020Q2 20239
SIGNATUREFD, LLC 510.00%0.00%0.00%Q3 2021Q2 20249
Risk Paradigm Group, LLC 630.01%0.01%0.02%Q1 2015Q1 20189
EATON VANCE MANAGEMENT 990.01%0.01%0.01%Q3 2020Q3 20229
Paragon Advisors, LLC 990.22%0.96%1.86%Q4 2021Q4 20239
MALTESE CAPITAL MANAGEMENT LLC 880.20%0.30%0.38%Q2 2013Q1 20158
UNITED CAPITAL FINANCIAL ADVISORS, LLC 880.00%0.00%0.00%Q4 2016Q3 20188
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 880.00%0.00%0.00%Q2 2022Q1 20248
SEI INVESTMENTS CO 420.00%0.00%0.00%Q3 2017Q3 20208
Patriot Financial Group Insurance Agency, LLC 880.11%0.14%0.17%Q1 2019Q4 20208
Community Capital Management, LLC 880.55%0.72%1.03%Q2 2021Q1 20238
BALDWIN WEALTH PARTNERS LLC/MA 770.09%0.14%0.22%Q4 2022Q2 20247
PDT Partners, LLC 430.01%0.02%0.05%Q2 2017Q3 20237
QUADRANT CAPITAL GROUP LLC 770.00%0.00%0.01%Q4 2022Q2 20247
OXFORD ASSET MANAGEMENT LLP 310.00%0.01%0.02%Q3 2017Q4 20197
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2016Q1 20247
Opus Capital Group, LLC 770.24%0.42%0.56%Q3 2017Q1 20197
Lindbrook Capital, LLC 510.00%0.00%0.00%Q4 2022Q2 20246
Creative Planning 220.00%0.00%0.00%Q1 2016Q2 20246
LAZARD ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q1 2020Q3 20216
Permanens Capital L.P. 660.05%0.10%0.18%Q4 2019Q1 20216
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 660.01%0.01%0.01%Q2 2019Q3 20206
McNamara Financial Services, Inc. 510.06%0.07%0.08%Q2 2021Q4 20226
Acrospire Investment Management LLC 410.01%0.03%0.08%Q1 2016Q2 20175
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 550.01%0.01%0.01%Q4 2017Q4 20185
FourThought Financial, LLC 550.00%0.00%0.00%Q3 2021Q3 20225
Spark Investment Management LLC 550.01%0.02%0.02%Q4 2016Q4 20175
ROYCE & ASSOCIATES LP 550.11%0.20%0.23%Q2 2023Q2 20245
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.01%0.04%0.06%Q4 2016Q4 20175
Ancora Advisors LLC 550.01%0.03%0.04%Q2 2023Q2 20245
Investment Advisory Group, LLC 550.13%0.17%0.22%Q4 2021Q4 20225
EPACRIA CAPITAL PARTNERS, LLC 550.43%0.51%0.58%Q4 2022Q4 20235
Laurus Investment Counsel Inc. 550.70%0.78%0.85%Q4 2021Q4 20225
Annandale Capital, LLC 440.16%0.41%0.74%Q4 2022Q3 20234
VOYA INVESTMENT MANAGEMENT LLC 310.00%0.00%0.00%Q1 2021Q1 20224
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.00%0.01%Q4 2013Q2 20194
Bison Wealth, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
ROCKLAND TRUST CO 310.01%0.02%0.03%Q1 2020Q1 20224
ENVESTNET ASSET MANAGEMENT INC 440.00%0.00%0.00%Q3 2023Q2 20244
MARSHALL WACE, LLP 310.00%0.00%0.00%Q2 2019Q3 20234
TWO SIGMA ADVISERS, LP 440.00%0.00%0.00%Q3 2023Q2 20244
VELA Investment Management, LLC 440.16%0.20%0.27%Q3 2022Q2 20234
IndexIQ Advisors LLC 440.01%0.02%0.02%Q1 2021Q4 20214
Dorsey Wright & Associates 220.01%0.01%0.01%Q1 2022Q1 20234
Quantbot Technologies LP 310.00%0.00%0.01%Q2 2023Q2 20244
RAMSEY QUANTITATIVE SYSTEMS 440.03%0.09%0.16%Q1 2018Q4 20184
Squarepoint Ops LLC 440.00%0.00%0.00%Q2 2023Q1 20244
Summit Global Investments 440.02%0.03%0.04%Q4 2021Q3 20224
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2019Q2 20244
Fieldpoint Private Securities, LLC 210.00%0.01%0.01%Q3 2017Q3 20193
NewEdge Advisors, LLC 330.00%0.01%0.01%Q3 2022Q1 20233
Maren Capital LLC 332.49%2.76%3.08%Q4 2023Q2 20243
Financial Management Professionals, Inc. 330.01%0.01%0.01%Q2 2023Q4 20233
Sachetta, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
DRIEHAUS CAPITAL MANAGEMENT LLC 330.02%0.02%0.03%Q2 2019Q4 20193
MANGROVE PARTNERS IM, LLC 330.12%0.13%0.14%Q4 2023Q2 20243
Corient Private Wealth LLC 330.00%0.00%0.00%Q2 2023Q4 20233
Crawford Fund Management, LLC 330.24%0.29%0.36%Q4 2023Q2 20243
RUSSELL FRANK CO/ 210.00%0.00%0.00%Q2 2013Q4 20153
WADE G W & INC 330.06%0.06%0.07%Q2 2023Q4 20233
Quadrature Capital Ltd 210.01%0.02%0.02%Q1 2023Q4 20233
PNC FINANCIAL SERVICES GROUP, INC. 330.00%0.00%0.00%Q4 2015Q2 20163
Colony Group, LLC 330.00%0.01%0.02%Q4 2023Q2 20243
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
AQR Capital Management 330.00%0.00%0.00%Q4 2023Q2 20243
EntryPoint Capital, LLC 330.00%0.01%0.02%Q4 2023Q2 20243
EMERALD MUTUAL FUND ADVISERS TRUST 330.02%0.03%0.04%Q2 2013Q4 20133
FIRST NATIONAL BANK SIOUX FALLS 220.11%0.12%0.12%Q1 2024Q2 20242
De Lisle Partners LLP 220.44%0.45%0.46%Q1 2024Q2 20242
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2021Q1 20222
PRIO WEALTH LIMITED PARTNERSHIP 220.01%0.01%0.01%Q3 2022Q4 20222
GSA CAPITAL PARTNERS LLP 220.03%0.03%0.03%Q1 2024Q2 20242
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
TUDOR INVESTMENT CORP ET AL 220.01%0.01%0.01%Q1 2023Q2 20232
KENNEDY CAPITAL MANAGEMENT LLC 220.01%0.03%0.04%Q4 2023Q1 20242
WFG Advisors, LP 220.01%0.01%0.01%Q1 2017Q2 20172
Doma Perpetual Capital Management LLC 224.84%5.97%7.10%Q1 2024Q2 20242
IFP Advisors, Inc 220.00%0.00%0.00%Q1 2021Q2 20212
HRT FINANCIAL LP 220.00%0.00%0.00%Q1 2024Q2 20242
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 220.00%0.00%0.00%Q1 2014Q2 20142
Ground Swell Capital, LLC 220.01%0.04%0.07%Q2 2014Q3 20142
Farther Finance Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Integrated Wealth Concepts LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Covestor Ltd 110.00%0.00%0.00%Q1 2022Q1 20232
GAMMA Investing LLC 220.00%0.00%0.00%Q1 2024Q2 20242
WINTON GROUP Ltd 110.00%0.00%0.00%Q3 2019Q3 20191
Marshall Wace North America L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Paloma Partners Management Co 110.02%0.02%0.02%Q2 2014Q2 20141
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Virtu Financial LLC 110.02%0.02%0.02%Q1 2021Q1 20211
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.00%0.00%0.00%Q2 2014Q2 20141
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 110.00%0.00%0.00%Q2 2024Q2 20241
Lumbard & Kellner, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2017Q3 20171
M&T BANK CORP 110.00%0.00%0.00%Q1 2019Q1 20191
Heritage Financial Services, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
SRS Capital Advisors, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2023Q2 20231
Old Port Advisors 110.07%0.07%0.07%Q4 2021Q4 20211
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q4 2022Q4 20221
Corebridge Financial, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Focused Wealth Management, Inc 110.00%0.00%0.00%Q4 2023Q4 20231
LMR Partners LLP 110.02%0.02%0.02%Q2 2014Q2 20141
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2018Q4 20181
M Holdings Securities, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
Verdad Advisers, LP 111.53%1.53%1.53%Q1 2023Q1 20231
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
CWM, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Aperio Group, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
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.