HINGHAM INSTN SVGS MASS shareholder history

Current and past HINGHAM INSTN SVGS MASS shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
VANGUARD GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.00%0.00%0.00%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.00%0.00%0.01%Q2 2013Q3 202342
HENNESSY ADVISORS INC 42420.06%0.28%0.51%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.00%0.00%0.00%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 42420.04%0.12%0.17%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
FMR LLC 40400.00%0.00%0.00%Q4 2013Q3 202340
US BANCORP \DE\ 40400.00%0.00%0.00%Q4 2013Q3 202340
DEUTSCHE BANK AG\ 3540.00%0.00%0.00%Q3 2013Q3 202339
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 3450.00%0.00%0.00%Q1 2013Q3 202339
CITIGROUP INC 3450.00%0.00%0.00%Q2 2013Q3 202339
STATE STREET CORP 3440.00%0.00%0.00%Q2 2013Q3 202338
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 25130.01%0.02%0.04%Q1 2014Q3 202338
AMERICAN INTERNATIONAL GROUP, INC. 3440.00%0.00%0.00%Q2 2013Q3 202338
BARCLAYS PLC 2710.00%0.00%0.00%Q2 2013Q3 202337
UBS Group AG 36360.00%0.00%0.00%Q4 2014Q3 202336
BNP PARIBAS FINANCIAL MARKETS 3020.00%0.00%0.00%Q2 2014Q3 202335
Renaissance Technologies 35350.00%0.01%0.01%Q1 2015Q3 202335
NEW YORK STATE COMMON RETIREMENT FUND 34340.00%0.00%0.00%Q2 2015Q3 202334
Tower Research Capital LLC (TRC) 1510.00%0.00%0.01%Q2 2013Q3 202334
Clean Yield Group 33330.28%1.37%2.02%Q3 2015Q3 202333
Invesco Ltd. 17160.00%0.00%0.00%Q2 2015Q3 202333
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
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 31310.00%0.00%0.00%Q1 2016Q3 202331
BlackRock Inc. 31310.00%0.00%0.00%Q1 2016Q3 202331
Legal & General Group Plc 30300.00%0.00%0.00%Q2 2016Q3 202330
ROYAL BANK OF CANADA 2210.00%0.00%0.00%Q3 2013Q3 202330
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
JPMORGAN CHASE & CO 29290.00%0.00%0.00%Q3 2016Q3 202329
WELCH & FORBES LLC 29290.01%0.01%0.01%Q3 2016Q3 202329
METROPOLITAN LIFE INSURANCE CO/NY 28280.00%0.00%0.00%Q4 2016Q3 202328
Ameritas Investment Partners, Inc. 27270.00%0.00%0.00%Q1 2017Q3 202327
Grandeur Peak Global Advisors, LLC 2430.01%0.43%1.01%Q4 2015Q3 202327
Moors & Cabot, Inc. 2610.02%0.04%0.06%Q4 2016Q3 202327
American Research & Management Co. 27270.01%0.31%0.84%Q1 2016Q3 202227
RHUMBLINE ADVISERS 2610.00%0.00%0.00%Q4 2016Q3 202327
ALLIANCEBERNSTEIN L.P. 2610.00%0.00%0.00%Q2 2013Q3 202327
MetLife Investment Management, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Janney Montgomery Scott LLC 24240.00%0.00%0.01%Q4 2017Q3 202324
Port Capital LLC 24241.24%2.21%3.72%Q4 2017Q3 202324
Epoch Investment Partners, Inc. 23230.01%0.06%0.10%Q3 2017Q1 202323
SeaCrest Wealth Management, LLC 23230.03%0.09%0.11%Q4 2017Q2 202323
FIRST TRUST ADVISORS LP 1130.00%0.00%0.00%Q4 2016Q1 202322
MARTINGALE ASSET MANAGEMENT L P 1410.00%0.01%0.02%Q3 2016Q1 202322
PRICE T ROWE ASSOCIATES INC /MD/ 22220.00%0.00%0.00%Q2 2018Q3 202322
BANC FUNDS CO LLC 21210.02%0.27%0.44%Q2 2013Q2 201821
TEACHERS ADVISORS, LLC 1650.00%0.00%0.00%Q2 2013Q1 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1040.00%0.00%0.01%Q2 2013Q4 202121
Modera Wealth Management, LLC 910.01%0.03%0.07%Q4 2016Q1 202320
Aptus Capital Advisors, LLC 20200.03%0.08%0.14%Q4 2018Q3 202320
Copeland Capital Management, LLC 20200.00%0.00%0.00%Q4 2018Q3 202320
TIAA CREF INVESTMENT MANAGEMENT LLC 1640.00%0.00%0.00%Q2 2013Q1 201920
AXA S.A. 19190.00%0.00%0.00%Q2 2013Q4 201719
AMERIPRISE FINANCIAL INC 620.00%0.00%0.00%Q2 2013Q3 202319
Geneos Wealth Management Inc. 1810.00%0.00%0.00%Q3 2017Q1 202319
Clearstead Advisors, LLC 1540.01%0.02%0.04%Q4 2018Q3 202319
Nuveen Asset Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
Nationwide Fund Advisors 18180.00%0.00%0.00%Q2 2013Q3 201718
GOLDMAN SACHS GROUP INC 1010.00%0.00%0.00%Q1 2015Q2 202317
Aristides Capital LLC 16161.46%3.20%5.22%Q4 2019Q3 202316
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
Ativo Capital Management LLC 15150.14%0.25%0.36%Q1 2015Q3 201815
BlackRock Fund Advisors 15150.00%0.00%0.00%Q2 2013Q4 201615
Archon Partners LLC 15150.05%0.15%0.18%Q1 2017Q3 202015
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.00%Q2 2016Q4 201915
AMERICAN CENTURY COMPANIES INC 1410.00%0.00%0.00%Q4 2017Q3 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
GREAT WEST LIFE ASSURANCE CO /CAN/ 630.00%0.00%0.00%Q1 2018Q3 202314
ANCHOR CAPITAL ADVISORS LLC 14140.01%0.02%0.02%Q2 2020Q3 202314
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
CI Global Investments Inc. 1210.03%0.16%0.28%Q2 2013Q1 201713
DENALI ADVISORS LLC 520.00%0.03%0.13%Q3 2015Q3 202313
CREDIT SUISSE AG/ 810.00%0.00%0.00%Q1 2015Q3 202313
NISA INVESTMENT ADVISORS, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
SCHWARTZ INVESTMENT COUNSEL INC 12120.06%0.31%0.56%Q4 2020Q3 202312
COMMONWEALTH EQUITY SERVICES, LLC 12120.00%0.00%0.01%Q4 2017Q3 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
Fiduciary Trust Co International of Pennsylvania 12120.13%0.21%0.26%Q2 2017Q1 202012
Citadel Advisors 420.00%0.00%0.00%Q2 2019Q3 202312
BLACKROCK ADVISORS LLC 740.00%0.00%0.00%Q2 2013Q4 201611
Capital Analysts, LLC 11110.03%0.03%0.03%Q2 2017Q4 201911
OPPENHEIMER & CO INC 11110.00%0.01%0.01%Q4 2020Q2 202311
PANAGORA ASSET MANAGEMENT INC 710.00%0.00%0.00%Q1 2015Q2 202211
BESSEMER GROUP INC 11110.00%0.00%0.00%Q3 2016Q1 201911
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11110.04%0.08%0.13%Q1 2021Q3 202311
MML INVESTORS SERVICES, LLC 11110.00%0.00%0.00%Q4 2020Q2 202311
DELTA ASSET MANAGEMENT LLC/TN 10100.00%0.00%0.01%Q3 2016Q4 201810
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.02%0.02%Q2 2018Q3 202010
Parallel Advisors, LLC 910.00%0.00%0.00%Q4 2020Q3 202310
TWO SIGMA INVESTMENTS, LP 410.00%0.00%0.00%Q4 2016Q3 202310
SG Americas Securities, LLC 410.00%0.00%0.00%Q1 2017Q3 202310
MILLENNIUM MANAGEMENT LLC 610.00%0.00%0.00%Q3 2019Q3 20239
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
Commonwealth Equity Services, Inc 990.00%0.00%0.01%Q3 2015Q3 20179
Liontrust Investment Partners LLP 810.02%0.05%0.06%Q4 2020Q2 20239
STATE OF WISCONSIN INVESTMENT BOARD 990.00%0.00%0.00%Q3 2021Q3 20239
Community Capital Management, LLC 880.55%0.72%1.03%Q2 2021Q1 20238
Patriot Financial Group Insurance Agency, LLC 880.11%0.14%0.17%Q1 2019Q4 20208
SEI INVESTMENTS CO 420.00%0.00%0.00%Q3 2017Q3 20208
Paragon Advisors, LLC 880.22%0.98%1.86%Q4 2021Q3 20238
Swiss National Bank 880.00%0.00%0.00%Q4 2021Q3 20238
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
OXFORD ASSET MANAGEMENT LLP 310.00%0.01%0.02%Q3 2017Q4 20197
AMALGAMATED BANK 770.00%0.00%0.00%Q1 2022Q3 20237
Opus Capital Group, LLC 770.24%0.42%0.56%Q3 2017Q1 20197
PDT Partners, LLC 430.01%0.02%0.05%Q2 2017Q3 20237
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
LAZARD ASSET MANAGEMENT LLC 510.00%0.00%0.00%Q1 2020Q3 20216
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2016Q2 20226
UBS ASSET MANAGEMENT AMERICAS INC 660.00%0.00%0.00%Q2 2022Q3 20236
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 660.01%0.01%0.01%Q2 2019Q3 20206
Permanens Capital L.P. 660.05%0.10%0.18%Q4 2019Q1 20216
SIGNATUREFD, LLC 310.00%0.00%0.00%Q3 2021Q3 20236
Russell Investments Group, Ltd. 510.00%0.00%0.00%Q4 2017Q3 20236
McNamara Financial Services, Inc. 510.06%0.07%0.08%Q2 2021Q4 20226
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.01%0.04%0.06%Q4 2016Q4 20175
Investment Advisory Group, LLC 550.13%0.17%0.22%Q4 2021Q4 20225
BALDWIN BROTHERS LLC/MA 550.11%0.16%0.22%Q4 2022Q4 20235
Laurus Investment Counsel Inc. 550.70%0.78%0.85%Q4 2021Q4 20225
Spark Investment Management LLC 550.01%0.02%0.02%Q4 2016Q4 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
Acrospire Investment Management LLC 410.01%0.03%0.08%Q1 2016Q2 20175
VELA Investment Management, LLC 440.16%0.20%0.27%Q3 2022Q2 20234
RAMSEY QUANTITATIVE SYSTEMS 440.03%0.09%0.16%Q1 2018Q4 20184
QUADRANT CAPITAL GROUP LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Summit Global Investments 440.02%0.03%0.04%Q4 2021Q3 20224
Bison Wealth, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
IndexIQ Advisors LLC 440.01%0.02%0.02%Q1 2021Q4 20214
ROCKLAND TRUST CO 310.01%0.02%0.03%Q1 2020Q1 20224
VOYA INVESTMENT MANAGEMENT LLC 310.00%0.00%0.00%Q1 2021Q1 20224
Annandale Capital, LLC 440.16%0.41%0.74%Q4 2022Q3 20234
MARSHALL WACE, LLP 310.00%0.00%0.00%Q2 2019Q3 20234
EPACRIA CAPITAL PARTNERS, LLC 440.43%0.53%0.58%Q4 2022Q3 20234
PRELUDE CAPITAL MANAGEMENT, LLC 310.00%0.00%0.01%Q4 2013Q2 20194
Creative Planning 220.00%0.00%0.00%Q1 2016Q3 20234
Dorsey Wright & Associates 220.01%0.01%0.01%Q1 2022Q1 20234
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q3 2021Q1 20223
RUSSELL FRANK CO/ 210.00%0.00%0.00%Q2 2013Q4 20153
PNC FINANCIAL SERVICES GROUP, INC. 330.00%0.00%0.00%Q4 2015Q2 20163
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2019Q1 20223
Lindbrook Capital, LLC 210.00%0.00%0.00%Q4 2022Q3 20233
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
DRIEHAUS CAPITAL MANAGEMENT LLC 330.02%0.02%0.03%Q2 2019Q4 20193
EMERALD MUTUAL FUND ADVISERS TRUST 330.02%0.03%0.04%Q2 2013Q4 20133
TUDOR INVESTMENT CORP ET AL 220.01%0.01%0.01%Q1 2023Q2 20232
Squarepoint Ops LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Financial Management Professionals, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
ROYCE & ASSOCIATES LP 220.11%0.15%0.20%Q2 2023Q3 20232
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q2 2021Q3 20212
IFP Advisors, Inc 220.00%0.00%0.00%Q1 2021Q2 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
Corient Private Wealth LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Ground Swell Capital, LLC 220.01%0.04%0.07%Q2 2014Q3 20142
Ancora Advisors LLC 220.01%0.02%0.03%Q2 2023Q3 20232
Kestra Advisory Services, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
PRIO WEALTH LIMITED PARTNERSHIP 220.01%0.01%0.01%Q3 2022Q4 20222
WADE G W & INC 220.06%0.06%0.07%Q2 2023Q3 20232
WFG Advisors, LP 220.01%0.01%0.01%Q1 2017Q2 20172
Quadrature Capital Ltd 110.01%0.02%0.02%Q1 2023Q3 20232
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2021Q1 20222
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 220.00%0.00%0.00%Q1 2014Q2 20142
Amalgamated Financial Corp. 110.00%0.00%0.00%Q1 2022Q1 20221
Raymond James Financial Services Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
LMR Partners LLP 110.02%0.02%0.02%Q2 2014Q2 20141
Allspring Global Investments Holdings, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 110.00%0.00%0.00%Q2 2014Q2 20141
M&T BANK CORP 110.00%0.00%0.00%Q1 2019Q1 20191
Lumbard & Kellner, LLC 110.08%0.08%0.08%Q4 2021Q4 20211
Aperio Group, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
M Holdings Securities, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q3 2023Q3 20231
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q3 2017Q3 20171
Heritage Financial Services, LLC 110.05%0.05%0.05%Q2 2022Q2 20221
WINTON GROUP Ltd 110.00%0.00%0.00%Q3 2019Q3 20191
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Marshall Wace North America L.P. 110.00%0.00%0.00%Q1 2019Q1 20191
Paloma Partners Management Co 110.02%0.02%0.02%Q2 2014Q2 20141
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q4 2018Q4 20181
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Parallax Volatility Advisers, L.P. 110.00%0.00%0.00%Q4 2017Q4 20171
Virtu Financial LLC 110.02%0.02%0.02%Q1 2021Q1 20211
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
Quantbot Technologies LP 110.00%0.00%0.00%Q2 2023Q2 20231
Verdad Advisers, LP 111.53%1.53%1.53%Q1 2023Q1 20231
TRUST CO OF VERMONT 110.00%0.00%0.00%Q2 2023Q2 20231
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.