Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Fisher Asset Management, LLC | 42 | 42 | 0.40% | 0.89% | 1.78% | Q2 2013 | Q3 2023 | 42 |
THOMAS WHITE INTERNATIONAL LTD | 41 | 41 | 0.41% | 0.89% | 1.12% | Q2 2013 | Q2 2023 | 41 |
First Horizon Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 38 |
TODD ASSET MANAGEMENT LLC | 35 | 2 | 0.23% | 0.52% | 0.82% | Q2 2013 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 29 | 2 | 0.08% | 0.15% | 0.20% | Q2 2013 | Q1 2023 | 33 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.57% | 0.68% | 0.82% | Q2 2013 | Q1 2021 | 32 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 9 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2021 | 31 |
CYPRESS ASSET MANAGEMENT INC/TX | 30 | 30 | 0.14% | 0.26% | 0.45% | Q3 2013 | Q4 2020 | 30 |
GLENMEDE TRUST CO NA | 28 | 28 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
PRIVATE TRUST CO NA | 21 | 7 | 0.01% | 0.05% | 0.11% | Q1 2013 | Q1 2022 | 28 |
Morse Asset Management, Inc | 27 | 27 | 0.08% | 0.70% | 1.32% | Q1 2017 | Q3 2023 | 27 |
Lenox Wealth Advisors, LLC | 19 | 6 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2022 | 25 |
Aristotle Capital Management, LLC | 24 | 24 | 0.06% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
Lester Murray Antman dba SimplyRich | 22 | 22 | 0.51% | 0.77% | 1.07% | Q1 2018 | Q2 2023 | 22 |
West Oak Capital, LLC | 21 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 22 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.27% | 0.54% | 0.74% | Q2 2018 | Q3 2023 | 22 |
HARTWELL J M LIMITED PARTNERSHIP | 19 | 19 | 0.10% | 0.13% | 0.18% | Q1 2015 | Q3 2019 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.03% | 0.06% | 0.14% | Q4 2017 | Q2 2022 | 19 |
QUADRANT CAPITAL GROUP LLC | 19 | 19 | 0.04% | 0.09% | 0.19% | Q2 2015 | Q4 2019 | 19 |
MAI Capital Management | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
PARK NATIONAL CORP /OH/ | 15 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2022 | 18 |
Dorsey Wright & Associates | 17 | 17 | 0.08% | 1.24% | 1.78% | Q2 2018 | Q2 2022 | 17 |
APPLETON PARTNERS INC/MA | 16 | 16 | 0.08% | 0.33% | 0.53% | Q1 2020 | Q4 2023 | 16 |
AdvisorShares Investments LLC | 16 | 16 | 0.02% | 0.12% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Front Row Advisors LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
CHARTWELL INVESTMENT PARTNERS, LLC | 13 | 2 | 0.03% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 15 |
Copeland Capital Management, LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
ENTERPRISE FINANCIAL SERVICES CORP | 11 | 4 | 0.00% | 0.04% | 0.17% | Q1 2019 | Q3 2023 | 15 |
Gleason Group, Inc. | 15 | 15 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Pacer Advisors, Inc. | 6 | 1 | 0.01% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.02% | 0.14% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NORTHROAD CAPITAL MANAGEMENT LLC | 14 | 14 | 1.37% | 1.95% | 2.64% | Q2 2013 | Q3 2016 | 14 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 13 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2022 | 13 |
Vigilant Capital Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.89% | 1.19% | 1.57% | Q2 2017 | Q2 2020 | 13 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.11% | 0.25% | Q4 2020 | Q3 2023 | 12 |
CENTRAL TRUST Co | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 11 |
NVWM, LLC | 6 | 1 | 0.00% | 0.27% | 0.42% | Q2 2018 | Q3 2023 | 11 |
Sandy Spring Bank | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
MOTCO | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 10 |
WCM INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.73% | 0.94% | 1.20% | Q1 2013 | Q1 2017 | 10 |
SVB WEALTH LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Sandhill Capital Partners LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Financial Gravity Asset Management, Inc. | 9 | 9 | 0.00% | 0.12% | 0.33% | Q3 2021 | Q3 2023 | 9 |
SHIKIAR ASSET MANAGEMENT INC | 6 | 3 | 1.85% | 2.20% | 2.51% | Q2 2021 | Q3 2023 | 9 |
FAIRFIELD, BUSH & CO. | 7 | 2 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q3 2015 | 9 |
Tower View Wealth Management LLC | 9 | 9 | 1.77% | 1.96% | 2.30% | Q2 2019 | Q2 2021 | 9 |
TRUST CO OF VERMONT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
McGinn Penninger Investment Management, Inc. | 9 | 9 | 0.24% | 1.62% | 2.49% | Q3 2021 | Q3 2023 | 9 |
INVERNESS COUNSEL LLC /NY/ | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2022 | 8 |
SENTINEL TRUST CO LBA | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
OLD NATIONAL BANCORP /IN/ | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2023 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
THORNBURG INVESTMENT MANAGEMENT INC | 8 | 8 | 0.12% | 0.53% | 0.80% | Q2 2013 | Q1 2015 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.09% | 0.15% | Q1 2021 | Q4 2022 | 8 |
ADVISOR PARTNERS LLC | 8 | 8 | 0.05% | 0.09% | 0.10% | Q4 2017 | Q3 2019 | 8 |
GRATRY & Co LLC | 5 | 1 | 1.89% | 2.05% | 2.25% | Q2 2013 | Q1 2018 | 8 |
CAPITAL ONE, NATIONAL ASSOCIATION | 8 | 8 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q1 2015 | 8 |
FDx Advisors, Inc. | 6 | 2 | 0.02% | 0.33% | 0.66% | Q2 2013 | Q2 2015 | 8 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.12% | 0.28% | Q1 2016 | Q3 2019 | 8 |
SCOUT INVESTMENTS, INC. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Hansberger Growth Investors, LP | 8 | 8 | 0.94% | 1.06% | 1.22% | Q4 2014 | Q3 2016 | 8 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Kingfisher Capital LLC | 7 | 7 | 0.52% | 0.60% | 0.67% | Q2 2013 | Q4 2014 | 7 |
ETRADE Capital Management LLC | 7 | 7 | 0.08% | 0.11% | 0.12% | Q2 2013 | Q4 2014 | 7 |
AFT, FORSYTH & COMPANY, INC. | 7 | 7 | 0.23% | 0.44% | 0.52% | Q4 2017 | Q2 2019 | 7 |
Geneva Advisors, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2017 | 7 |
DENVER INVESTMENT ADVISORS LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2014 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 7 | 7 | 0.48% | 1.03% | 1.30% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 6 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 6 |
Ativo Capital Management LLC | 6 | 6 | 0.81% | 1.59% | 2.02% | Q2 2022 | Q3 2023 | 6 |
GENESEE VALLEY TRUST CO | 6 | 6 | 0.15% | 0.17% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
STUDIO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Madison Asset Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CAPITAL INSIGHT PARTNERS, LLC | 5 | 5 | 0.74% | 0.82% | 0.93% | Q3 2018 | Q3 2019 | 5 |
Granahan Investment Management | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 1 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BOK Financial Private Wealth, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
DF DENT & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NorthCrest Asset Manangement, LLC | 5 | 5 | 0.57% | 0.66% | 0.77% | Q4 2021 | Q4 2022 | 5 |
Haverford Trust Co | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 5 |
RHUMBLINE ADVISERS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Sterling Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Stuart Chaussee & Associates, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 5 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Blueprint Investment Partners LLC | 2 | 1 | 0.03% | 0.06% | 0.12% | Q4 2021 | Q1 2023 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q2 2022 | 4 |
Apriem Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2016 | 4 |
Karp Capital Management Corp | 3 | 1 | 0.00% | 0.06% | 0.08% | Q1 2015 | Q3 2022 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q1 2018 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.12% | 0.17% | 0.22% | Q2 2013 | Q1 2014 | 4 |
Aperio Group, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2013 | Q4 2013 | 4 |
MEYER HANDELMAN CO | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.16% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Gardner Russo & Gardner | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 4 |
TEXAS CAPITAL BANCSHARES INC/TX | 3 | 3 | 0.16% | 0.23% | 0.28% | Q2 2013 | Q4 2013 | 3 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2020 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Henry James International Management Inc. | 3 | 3 | 0.23% | 0.33% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Atlas Wealth LLC | 3 | 3 | 0.05% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
KEMPNER CAPITAL MANAGEMENT INC. | 3 | 3 | 0.57% | 0.62% | 0.68% | Q2 2022 | Q4 2022 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Vantage Investment Partners, LLC | 3 | 3 | 0.79% | 0.84% | 0.90% | Q1 2017 | Q3 2017 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2019 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 2 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 2 | 2 | 0.56% | 0.57% | 0.58% | Q1 2022 | Q2 2022 | 2 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Roundview Capital LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2015 | Q4 2015 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
Regent Investment Management LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
FISHMAN JAY A LTD/MI | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
L & S Advisors Inc | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SCHOLTZ & COMPANY, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2014 | Q2 2014 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CG Asset Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
GRIFFIN ASSET MANAGEMENT, 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 LVMH Moet Hennessy Louis Vuitt or have owned LVMH Moet Hennessy Louis Vuitt in the past.