Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GREAT LAKES ADVISORS, LLC | 20 | 20 | 0.23% | 0.80% | 1.42% | Q4 2018 | Q3 2023 | 20 |
MOTCO | 17 | 2 | 0.00% | 1.19% | 1.57% | Q2 2014 | Q3 2023 | 19 |
CAPE ANN SAVINGS BANK | 6 | 1 | 4.44% | 5.15% | 5.44% | Q1 2017 | Q3 2019 | 9 |
Eagle Bay Advisors LLC | 6 | 6 | 1.43% | 1.74% | 2.38% | Q2 2022 | Q3 2023 | 6 |
GLENMEDE TRUST CO NA | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2020 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.68% | 1.07% | 1.36% | Q1 2017 | Q3 2017 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Register Financial Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q4 2015 | Q4 2015 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
This page lists all the filers that currently own Lazard Global Infra Inst or have owned Lazard Global Infra Inst in the past.