Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
First Horizon Advisors, Inc. | 36 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 40 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 30 |
FORBES J M & CO LLP | 26 | 26 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q3 2019 | 26 |
Front Row Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
Mercer Capital Advisers, Inc. | 19 | 19 | 0.17% | 0.23% | 0.36% | Q4 2014 | Q2 2019 | 19 |
QUADRANT CAPITAL GROUP LLC | 16 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q4 2019 | 17 |
GLENMEDE TRUST CO NA | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
American Research & Management Co. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
PARADIGM ASSET MANAGEMENT CO LLC | 10 | 10 | 0.01% | 0.10% | 0.24% | Q1 2021 | Q2 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 9 |
AMERIPRISE FINANCIAL INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 8 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.05% | 0.11% | Q1 2019 | Q2 2020 | 6 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 6 |
MOTCO | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 6 |
Aperio Group, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q1 2019 | Q4 2019 | 4 |
King Wealth Management Group | 3 | 3 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
PAYDEN & RYGEL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Ativo Capital Management LLC | 2 | 2 | 0.36% | 0.40% | 0.45% | Q4 2018 | Q1 2019 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2009 | Q4 2020 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
EVERETT HARRIS & CO /CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own JARDINE MATHESON HLDGS LTD UNSPONSORD ADR or have owned JARDINE MATHESON HLDGS LTD UNSPONSORD ADR in the past.