KAYNE ANDERSON MDSTM ENERGY shareholder history

Current and past KAYNE ANDERSON MDSTM ENERGY shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
LPL Financial LLC 42420.00%0.00%0.02%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
Advisors Asset Management, Inc. 3290.03%0.23%0.77%Q2 2013Q3 202341
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 23180.00%0.02%0.09%Q2 2013Q3 202341
RAYMOND JAMES & ASSOCIATES 3140.00%0.01%0.02%Q2 2013Q3 202340
GUGGENHEIM CAPITAL LLC 1860.00%0.04%0.10%Q2 2013Q3 202340
FIRST FOUNDATION ADVISORS 3110.01%0.11%0.56%Q3 2013Q3 202337
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Invesco Ltd. 35350.00%0.00%0.01%Q2 2013Q4 202135
Pointe Capital Management LLC 2770.07%0.66%2.99%Q1 2015Q3 202334
BBR PARTNERS, LLC 31310.13%0.80%1.49%Q3 2015Q1 202331
BANK OF MONTREAL /CAN/ 2560.00%0.00%0.00%Q2 2013Q1 202131
ENVESTNET ASSET MANAGEMENT INC 20100.00%0.00%0.03%Q3 2014Q3 202330
Plante Moran Financial Advisors, LLC 1440.00%0.03%0.08%Q3 2014Q3 202329
CITIGROUP INC 1410.00%0.00%0.00%Q3 2013Q3 202128
Cambridge Investment Research Advisors, Inc. 2620.00%0.00%0.02%Q3 2014Q3 202328
Koshinski Asset Management, Inc. 1710.05%0.48%1.21%Q1 2015Q2 202328
SIT INVESTMENT ASSOCIATES INC 27270.00%0.06%0.42%Q1 2017Q3 202327
Steward Partners Investment Advisory, LLC 1820.00%0.00%0.01%Q4 2016Q3 202326
STIFEL FINANCIAL CORP 2240.00%0.00%0.00%Q3 2016Q3 202326
Garner Asset Management Corp 26260.57%2.29%5.03%Q2 2017Q3 202326
Janney Montgomery Scott LLC 1810.00%0.00%0.01%Q3 2013Q3 202326
PNC FINANCIAL SERVICES GROUP, INC. 1710.00%0.00%0.00%Q4 2013Q1 202225
STEPHENS INC /AR/ 2320.00%0.03%0.06%Q2 2013Q3 202325
Raymond James Financial Services Advisors, Inc. 1910.00%0.00%0.01%Q3 2015Q3 202324
USCA RIA LLC 1240.01%0.13%0.48%Q1 2014Q2 202124
LADENBURG THALMANN FINANCIAL SERVICES INC. 23230.00%0.00%0.01%Q2 2014Q4 201923
JPMORGAN CHASE & CO 1010.00%0.00%0.00%Q4 2015Q3 202323
Baird Financial Group, Inc. 2030.00%0.00%0.00%Q4 2016Q3 202323
ZAZOVE ASSOCIATES LLC 1670.01%0.16%0.26%Q4 2017Q3 202323
COMMONWEALTH EQUITY SERVICES, LLC 2110.00%0.00%0.01%Q4 2017Q3 202322
D.A. DAVIDSON & CO. 1130.00%0.01%0.02%Q4 2013Q3 201922
HighTower Advisors, LLC 1310.00%0.01%0.01%Q4 2013Q3 202322
FLAGSHIP HARBOR ADVISORS, LLC 21210.04%0.13%0.26%Q3 2018Q3 202321
Camelot Portfolios, LLC 21210.95%1.70%2.59%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
Geneos Wealth Management Inc. 21210.00%0.00%0.00%Q3 2018Q3 202321
Thomas J. Herzfeld Advisors, Inc. 920.08%0.85%1.83%Q3 2013Q1 202120
Good Life Advisors, LLC 20200.03%0.05%0.07%Q4 2018Q3 202320
Matisse Capital 1910.19%1.28%3.16%Q4 2016Q3 202320
BARD ASSOCIATES INC 1540.02%0.08%0.18%Q3 2014Q3 202019
RIVERNORTH CAPITAL MANAGEMENT, LLC 1530.11%0.42%0.95%Q4 2014Q3 202318
Bison Wealth, LLC 18180.08%0.15%0.22%Q2 2015Q3 201918
OPPENHEIMER & CO INC 1110.01%0.01%0.02%Q4 2014Q3 202317
COHEN & STEERS, INC. 1160.00%0.01%0.02%Q2 2013Q4 201917
Disciplined Investments, LLC 16160.13%0.18%0.41%Q4 2019Q3 202316
Private Advisor Group, LLC 1330.00%0.00%0.01%Q3 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Coastal Bridge Advisors, LLC 16160.02%0.04%0.08%Q3 2018Q2 202216
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.02%0.06%Q3 2013Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1010.00%0.00%0.00%Q2 2018Q3 202316
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
WILLIAM HARRIS INVESTORS INC 15150.07%0.13%0.23%Q2 2013Q4 201615
Winslow, Evans & Crocker, Inc. 15150.00%0.01%0.02%Q4 2013Q2 201715
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
Aristides Capital LLC 15150.40%0.68%1.09%Q1 2020Q3 202315
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
American Portfolios Advisors 14140.00%0.00%0.00%Q2 2019Q3 202214
Platform Technology Partners 950.03%0.14%1.19%Q4 2019Q3 202314
Nicholas Hoffman & Company, LLC. 14140.01%0.02%0.03%Q2 2020Q3 202314
MSI Financial Services Inc 14140.00%0.04%0.13%Q3 2013Q4 201614
IFP Advisors, Inc 410.00%0.00%0.01%Q4 2015Q3 202313
6 Meridian 1210.04%0.08%0.13%Q3 2018Q4 202113
US BANCORP \DE\ 910.00%0.00%0.00%Q3 2013Q1 201913
Lokken Investment Group LLC 1210.23%0.31%0.35%Q1 2012Q3 202313
Merriman Wealth Management, LLC 910.03%0.13%0.20%Q4 2017Q4 202213
Cornerstone Advisors, LLC 1010.03%0.24%0.46%Q4 2019Q2 202313
Quantedge Capital Pte Ltd 12120.42%1.27%3.01%Q4 2020Q3 202312
RMB Capital Management, LLC 1020.01%0.05%0.17%Q1 2015Q4 202012
SOA Wealth Advisors, LLC. 12120.00%0.00%0.00%Q4 2020Q3 202312
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
McGowan Group Asset Management, Inc. 12120.04%0.39%0.56%Q4 2020Q3 202312
Eukles Asset Management 12120.00%0.00%0.00%Q4 2018Q3 202112
Sunbelt Securities, Inc. 1020.03%0.14%0.33%Q4 2016Q4 201912
NEXT Financial Group, Inc 660.00%0.00%0.01%Q4 2018Q4 202112
Walleye Capital LLC 1010.01%0.03%0.11%Q3 2018Q1 202211
Moloney Securities Asset Management, LLC 11110.11%0.13%0.16%Q1 2021Q3 202311
FIRST TRUST ADVISORS LP 1010.00%0.00%0.01%Q2 2013Q2 201711
HORIZON KINETICS ASSET MANAGEMENT LLC 11110.00%0.01%0.02%Q1 2019Q3 202111
Crescent Grove Advisors, LLC 11110.08%0.31%0.74%Q2 2017Q4 201911
Rockefeller Capital Management L.P. 920.00%0.00%0.00%Q4 2019Q2 202311
HUNTINGTON NATIONAL BANK 910.00%0.00%0.00%Q1 2021Q3 202310
Sound Income Strategies, LLC 420.00%0.00%0.00%Q3 2018Q3 202310
KAYNE ANDERSON CAPITAL ADVISORS LP 10100.01%0.01%0.02%Q2 2016Q3 201810
Hexagon Capital Partners LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
SUN LIFE FINANCIAL INC 10101.34%1.55%2.03%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.01%Q1 2021Q3 202310
Leisure Capital Management 10100.12%0.15%0.17%Q2 2021Q3 202310
Key FInancial Inc 910.00%0.00%0.00%Q1 2020Q4 202210
IHT Wealth Management, LLC 420.03%0.08%0.14%Q4 2018Q2 20219
Commonwealth Equity Services, Inc 990.00%0.01%0.01%Q2 2013Q2 20159
Cordasco Financial Network 990.02%0.33%0.66%Q4 2013Q4 20159
Eagle Bay Advisors LLC 990.02%0.14%0.28%Q3 2021Q3 20239
Almitas Capital LLC 420.10%0.73%2.42%Q2 2020Q3 20239
CAMDEN NATIONAL BANK 610.02%0.02%0.05%Q4 2019Q4 20229
Evercore Wealth Management, LLC 620.00%0.00%0.00%Q2 2013Q2 20158
Karpus Management, Inc. 620.01%0.37%0.62%Q4 2014Q1 20208
Arcus Capital Partners, LLC 880.13%0.19%0.26%Q4 2015Q3 20178
TRUIST FINANCIAL CORP 880.00%0.00%0.00%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.02%Q2 2013Q1 20158
Walleye Trading LLC 710.00%0.00%0.00%Q3 2018Q4 20218
BENJAMIN F. EDWARDS & COMPANY, INC. 880.00%0.00%0.00%Q4 2015Q3 20178
Quad-Cities Investment Group, LLC 880.02%0.11%0.16%Q2 2018Q1 20208
Corundum Group, Inc. 440.08%0.11%0.14%Q4 2018Q4 20208
CREDIT SUISSE AG/ 610.00%0.00%0.00%Q1 2013Q4 20158
PATTEN & PATTEN INC/TN 880.34%0.46%0.55%Q2 2013Q1 20158
Bank of New York Mellon Corp 880.00%0.00%0.00%Q3 2017Q2 20198
PARAMETRIC PORTFOLIO ASSOCIATES LLC 880.00%0.00%0.01%Q2 2020Q1 20228
FourThought Financial, LLC 880.15%0.25%0.30%Q4 2020Q3 20228
BESSEMER GROUP INC 880.00%0.00%0.00%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.00%0.00%0.01%Q4 2019Q3 20218
Tower Research Capital LLC (TRC) 310.00%0.00%0.01%Q2 2013Q4 20217
Advisory Services Network, LLC 210.00%0.00%0.00%Q2 2018Q1 20237
Saba Capital Management, L.P. 770.03%0.46%0.85%Q1 2022Q3 20237
WFG Advisors, LP 770.02%0.03%0.03%Q2 2013Q4 20147
Logan Stone Capital, LLC 770.07%0.56%1.16%Q4 2021Q2 20237
TFS CAPITAL LLC 320.02%0.05%0.10%Q2 2013Q1 20167
Csenge Advisory Group 510.01%0.01%0.02%Q3 2021Q3 20237
ACCURATE INVESTMENT SOLUTIONS, INC. 770.00%0.00%0.00%Q3 2018Q1 20207
FMR LLC 310.00%0.00%0.00%Q3 2018Q2 20237
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.02%0.03%0.04%Q1 2022Q3 20237
Friedberg Investment Management 771.15%1.27%1.40%Q2 2013Q4 20147
CWM, LLC 510.00%0.00%0.00%Q4 2013Q2 20236
UBS AG 660.01%0.01%0.01%Q2 2013Q3 20146
HITE Hedge Asset Management LLC 660.25%1.47%2.55%Q3 2018Q4 20196
Arete Wealth Advisors, LLC 310.07%0.09%0.16%Q4 2021Q3 20236
Pinkerton Retirement Specialists, LLC 660.01%0.01%0.01%Q2 2017Q3 20186
Rise Advisors, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
SRS Capital Advisors, Inc. 660.01%0.01%0.01%Q2 2022Q3 20236
B. Riley Wealth Management, Inc. 660.01%0.01%0.02%Q1 2014Q2 20156
U.S. Capital Wealth Advisors, LLC 660.01%0.01%0.01%Q3 2021Q4 20226
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q3 2017Q2 20236
NORTHERN TRUST CORP 420.00%0.00%0.00%Q2 2013Q1 20156
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.01%0.11%0.21%Q4 2019Q4 20216
Hirtle Callaghan & Co LLC 550.01%0.01%0.02%Q4 2016Q4 20175
EverSource Wealth Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
JSF Financial, LLC 550.14%0.25%0.35%Q4 2018Q4 20195
Horizon Kinetics 550.02%0.02%0.03%Q4 2017Q4 20185
True North Advisors, LLC 320.13%0.18%0.25%Q1 2021Q2 20225
Steward Financial Group LLC 320.01%0.01%0.02%Q4 2021Q3 20235
CLOUGH CAPITAL PARTNERS L P 320.05%0.07%0.17%Q2 2021Q3 20235
AllSquare Wealth Management LLC 550.01%0.01%0.03%Q4 2014Q4 20155
J.P. Morgan Private Wealth Advisors LLC 410.00%0.00%0.00%Q4 2015Q2 20195
Realta Investment Advisors 440.01%0.03%0.05%Q1 2019Q4 20194
Woodline Partners LP 440.05%0.05%0.06%Q4 2022Q3 20234
SUSQUEHANNA INTERNATIONAL GROUP, LLP 220.00%0.00%0.00%Q3 2018Q1 20234
Next Capital Management LLC 440.03%0.04%0.04%Q4 2018Q3 20194
UNITED CAPITAL FINANCIAL ADVISORS, LLC 440.01%0.03%0.05%Q3 2014Q2 20154
Winch Advisory Services, LLC 440.00%0.00%0.01%Q3 2016Q2 20174
Clearview Wealth Advisors LLC 440.00%0.00%0.00%Q4 2020Q3 20214
Tanglewood Legacy Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
FOSTER DYKEMA CABOT & CO INC/MA 440.03%0.03%0.04%Q3 2016Q2 20174
BB&T SECURITIES, LLC 440.00%0.00%0.01%Q2 2018Q1 20194
CORNERSTONE ADVISORS INC 110.00%0.15%0.29%Q3 2017Q4 20214
RETIREMENT GUYS FORMULA LLC 440.39%0.49%0.57%Q4 2021Q3 20224
FNY Investment Advisers, LLC 310.01%0.02%0.04%Q4 2019Q3 20214
AMERIPRISE FINANCIAL INC 310.00%0.00%0.00%Q3 2013Q3 20174
HBK INVESTMENTS L P 440.01%0.02%0.02%Q4 2018Q3 20194
BNP PARIBAS FINANCIAL MARKETS 440.00%0.00%0.00%Q1 2014Q4 20144
COMMERCE BANK 440.00%0.00%0.00%Q3 2014Q2 20154
Cetera Investment Advisers 440.00%0.00%0.00%Q4 2022Q3 20234
SIMON QUICK ADVISORS, LLC 440.00%0.03%0.06%Q1 2019Q4 20194
Northeast Financial Consultants Inc 440.16%0.24%0.31%Q3 2014Q2 20154
Mirae Asset Global Investments Co., Ltd. 440.01%0.03%0.06%Q2 2013Q1 20144
Weiss Asset Management LP 110.02%0.06%0.15%Q4 2015Q4 20184
FourThought Financial Partners, LLC 440.27%0.29%0.31%Q4 2022Q3 20234
KMS FINANCIAL SERVICES, INC 440.04%0.04%0.04%Q4 2013Q3 20144
SIGNATUREFD, LLC 440.00%0.00%0.01%Q4 2014Q3 20154
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WEDBUSH SECURITIES INC 310.02%0.02%0.04%Q1 2017Q2 20194
Ionic Capital Management LLC 330.08%0.08%0.08%Q1 2022Q3 20223
Cowen Investment Management LLC 330.29%2.36%4.60%Q1 2023Q3 20233
Virtu Financial LLC 210.01%0.01%0.01%Q1 2021Q3 20223
Hightower 6M Holding, LLC 330.02%0.03%0.04%Q1 2022Q3 20223
Salient Capital Advisors, LLC 110.03%0.04%0.05%Q4 2013Q4 20183
Beck Bode, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
REGIONS FINANCIAL CORP 330.00%0.00%0.00%Q3 2018Q1 20193
Gladstone Institutional Advisory LLC 330.01%0.01%0.01%Q4 2020Q2 20213
Arlington Partners LLC 330.00%0.00%0.00%Q2 2019Q4 20193
Citadel Advisors 110.00%0.00%0.00%Q4 2017Q1 20213
Regal Investment Advisors LLC 330.00%0.00%0.00%Q1 2015Q3 20153
Sea Otter Advisors LLC 330.20%0.63%1.43%Q1 2023Q3 20233
Wealthspire Advisors, L.P. 330.00%0.00%0.00%Q3 2018Q1 20193
Mosaic Family Wealth, LLC 330.01%0.01%0.01%Q3 2018Q1 20193
Glassman Wealth Services 330.00%0.00%0.00%Q4 2019Q2 20203
UBS ASSET MANAGEMENT AMERICAS INC 330.00%0.00%0.00%Q1 2018Q3 20183
WHITTIER TRUST CO OF NEVADA INC 330.01%0.01%0.02%Q1 2015Q3 20153
FineMark National Bank & Trust 330.00%0.00%0.00%Q1 2016Q3 20163
NINE MASTS CAPITAL Ltd 330.01%0.10%0.25%Q1 2018Q3 20183
Quarry LP 330.02%0.04%0.08%Q1 2023Q3 20233
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Atlas Wealth LLC 210.04%0.07%0.09%Q4 2022Q3 20233
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q4 2014Q4 20203
MACROVIEW INVESTMENT MANAGEMENT LLC 330.05%0.06%0.07%Q1 2019Q3 20193
TOWNSQUARE CAPITAL LLC 210.00%0.01%0.02%Q4 2018Q2 20203
Joel Isaacson & Co., LLC 330.00%0.00%0.00%Q1 2015Q3 20153
Adams Wealth Management 220.08%0.14%0.20%Q2 2020Q3 20202
Advisory Alpha, LLC 220.07%0.07%0.07%Q4 2016Q1 20172
Claybrook Capital, LLC 220.25%0.26%0.27%Q2 2023Q3 20232
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q2 2022Q3 20222
Lavaca Capital LLC 220.00%0.00%0.00%Q4 2018Q1 20192
TRUE Private Wealth Advisors 110.00%0.00%0.01%Q2 2019Q1 20202
Stratos Wealth Partners, LTD. 220.00%0.00%0.00%Q4 2017Q1 20182
MARINER INVESTMENT GROUP LLC 220.16%0.19%0.21%Q1 2021Q2 20212
Yakira Capital Management, Inc. 220.17%0.25%0.33%Q2 2023Q3 20232
Financial Enhancement Group LLC 220.00%0.00%0.00%Q4 2020Q1 20212
WESTPORT RESOURCES MANAGEMENT INC 220.02%0.02%0.02%Q4 2013Q1 20142
BLUEFIN CAPITAL MANAGEMENT, LLC 220.03%0.05%0.07%Q2 2023Q3 20232
OTA Financial Group L.P. 110.12%0.63%1.15%Q2 2022Q4 20222
Wealth Quarterback LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Lee Financial Co 220.00%0.00%0.00%Q3 2018Q4 20182
ICON ADVISERS INC/CO 220.62%0.77%0.92%Q2 2023Q3 20232
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
CORBYN INVESTMENT MANAGEMENT INC/MD 220.16%0.24%0.31%Q3 2019Q4 20192
KESTRA PRIVATE WEALTH SERVICES, LLC 220.02%0.02%0.02%Q3 2020Q4 20202
CENTRAL TRUST Co 110.00%0.00%0.01%Q4 2013Q3 20212
SeaCrest Wealth Management, LLC 110.00%0.00%0.00%Q4 2017Q1 20192
TDAM USA INC. 220.01%0.01%0.01%Q2 2014Q3 20142
BLAIR WILLIAM & CO/IL 220.00%0.00%0.00%Q2 2018Q3 20182
GOLDMAN SACHS GROUP INC 220.00%0.00%0.00%Q1 2020Q2 20202
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2020Q1 20212
Virtu KCG Holdings LLC 110.00%0.00%0.01%Q3 2013Q4 20152
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q4 2018Q3 20202
Dorsey & Whitney Trust CO LLC 220.07%0.07%0.07%Q2 2013Q3 20132
Westside Investment Management, Inc. 220.01%0.01%0.02%Q1 2017Q2 20172
Financial Gravity Asset Management, Inc. 220.00%0.00%0.00%Q2 2018Q3 20182
Lindbrook Capital, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
FARMERS & MERCHANTS INVESTMENTS INC 220.00%0.00%0.00%Q2 2017Q3 20172
Ameritas Advisory Services, LLC 110.00%0.00%0.01%Q1 2023Q3 20232
EULAV Asset Management 220.01%0.01%0.01%Q3 2018Q4 20182
GLENMEDE TRUST CO NA 220.00%0.00%0.00%Q2 2014Q3 20142
Lebenthal Holdings,LLC 110.04%0.05%0.05%Q2 2015Q2 20162
LINCOLN NATIONAL CORP 110.03%0.03%0.03%Q4 2018Q4 20181
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
FIFTH THIRD BANCORP 110.00%0.00%0.00%Q2 2015Q2 20151
Dakota Wealth Management 110.01%0.01%0.01%Q1 2020Q1 20201
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Ground Swell Capital, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Oakworth Capital, Inc. 110.00%0.00%0.00%Q3 2018Q3 20181
Hoxton Financial, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Confluence Wealth Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
People's United Financial, Inc. 110.02%0.02%0.02%Q2 2019Q2 20191
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Elequin Capital, LP 110.01%0.01%0.01%Q4 2022Q4 20221
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
FIRST FINANCIAL CORP /IN/ 110.00%0.00%0.00%Q1 2023Q1 20231
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST FINANCIAL EQUITY CORPORATION 110.06%0.06%0.06%Q1 2017Q1 20171
Gradient Investments LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Alpine Global Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
MOTCO 110.00%0.00%0.00%Q4 2020Q4 20201
WHITTIER TRUST CO 110.00%0.00%0.00%Q4 2018Q4 20181
CFM WEALTH PARTNERS LLC 110.02%0.02%0.02%Q2 2021Q2 20211
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
Sandy Spring Bank 110.00%0.00%0.00%Q2 2023Q2 20231
GFS Advisors, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Capital Investment Advisors, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
MANUFACTURERS LIFE INSURANCE COMPANY, THE 110.00%0.00%0.00%Q1 2017Q1 20171
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2021Q4 20211
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q2 2021Q2 20211
Concord Wealth Partners 110.00%0.00%0.00%Q4 2021Q4 20211
NATIONAL PLANNING CORP 110.00%0.00%0.00%Q4 2014Q4 20141
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q4 2017Q4 20171
RR Advisors, LLC 110.12%0.12%0.12%Q4 2014Q4 20141
ROMANO BROTHERS AND COMPANY 110.00%0.00%0.00%Q4 2022Q4 20221
Starfire Investment Advisers, Inc. 110.93%0.93%0.93%Q4 2017Q4 20171
Genesis Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2014Q4 20141
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
LEVEL FOUR ADVISORY SERVICES, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Spire Wealth Management 110.00%0.00%0.00%Q1 2021Q1 20211
Covington Capital Management 110.02%0.02%0.02%Q2 2015Q2 20151
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2020Q2 20201
BEL AIR INVESTMENT ADVISORS LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Sowell Financial Services LLC 110.00%0.00%0.00%Q1 2021Q1 20211
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
NEWGATE CAPITAL MANAGEMENT LLC 110.33%0.33%0.33%Q3 2013Q3 20131
ADVISOR PARTNERS II, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Sagefield Capital LP 110.10%0.10%0.10%Q3 2023Q3 20231
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
YORKVILLE CAPITAL MANAGEMENT, LLC 110.28%0.28%0.28%Q4 2017Q4 20171
LUMINUS MANAGEMENT LLC 110.11%0.11%0.11%Q3 2020Q3 20201
Argentus Capital Management, LLC 110.05%0.05%0.05%Q1 2016Q1 20161
MAGNOLIA CAPITAL ADVISORS LLC 110.06%0.06%0.06%Q1 2022Q1 20221
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2021Q1 20211
CX Institutional 110.00%0.00%0.00%Q3 2020Q3 20201
Brinker Capital Investments, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
First Allied Advisory Services, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
ROBINSON CAPITAL MANAGEMENT, LLC 110.32%0.32%0.32%Q4 2013Q4 20131
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Carnick & Kubik, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Gupta Wealth Management LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Lebenthal Asset Management, LLC 110.05%0.05%0.05%Q2 2016Q2 20161
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q4 2016Q4 20161
External links

This page lists all the filers that currently own KAYNE ANDERSON MDSTM ENERGY or have owned KAYNE ANDERSON MDSTM ENERGY in the past.