LIBERTY TAX INC shareholder history

Current and past LIBERTY TAX INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17170.00%0.00%0.01%Q3 2014Q3 201817
VANGUARD GROUP INC 16160.00%0.00%0.00%Q3 2014Q2 201816
NORTHERN TRUST CORP 16160.00%0.00%0.00%Q3 2014Q2 201816
BANK OF MONTREAL /CAN/ 16160.00%0.00%0.00%Q3 2014Q2 201816
Bank of New York Mellon Corp 16160.00%0.00%0.00%Q3 2014Q2 201816
DIMENSIONAL FUND ADVISORS LP 16160.00%0.00%0.00%Q3 2014Q2 201816
Tower Research Capital LLC (TRC) 16160.00%0.00%0.01%Q3 2014Q2 201816
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 16160.30%0.51%0.89%Q3 2015Q2 201916
DEUTSCHE BANK AG\ 16160.00%0.00%0.00%Q3 2014Q2 201816
WELLS FARGO & COMPANY/MN 16160.00%0.00%0.01%Q3 2014Q2 201816
CITIGROUP INC 16160.00%0.00%0.00%Q3 2014Q2 201816
ROYCE & ASSOCIATES LP 16160.02%0.08%0.11%Q3 2014Q2 201816
GEODE CAPITAL MANAGEMENT, LLC 16160.00%0.00%0.00%Q3 2014Q2 201816
GSA CAPITAL PARTNERS LLP 16160.01%0.04%0.10%Q3 2014Q2 201816
MORGAN STANLEY 16160.00%0.00%0.00%Q3 2014Q2 201816
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 15150.00%0.00%0.00%Q3 2014Q1 201815
TIAA CREF INVESTMENT MANAGEMENT LLC 15150.00%0.00%0.00%Q3 2014Q1 201815
STATE STREET CORP 15150.00%0.00%0.00%Q3 2014Q1 201815
BANK OF AMERICA CORP /DE/ 960.00%0.00%0.00%Q3 2014Q2 201815
AMERICAN INTERNATIONAL GROUP, INC. 15150.00%0.00%0.00%Q3 2014Q1 201815
CONTINENTAL ADVISORS LLC 1310.16%0.62%0.97%Q3 2014Q2 201814
BARCLAYS PLC 810.00%0.00%0.00%Q3 2014Q2 201814
Renaissance Technologies 950.00%0.00%0.01%Q3 2014Q2 201814
BNP PARIBAS FINANCIAL MARKETS 14140.00%0.00%0.00%Q1 2015Q2 201814
TEACHERS ADVISORS, LLC 14140.00%0.00%0.00%Q3 2014Q4 201714
NEW YORK STATE COMMON RETIREMENT FUND 13130.00%0.00%0.00%Q1 2015Q1 201813
LSV ASSET MANAGEMENT 13130.00%0.00%0.01%Q3 2016Q3 201913
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1120.00%0.00%0.00%Q3 2014Q1 201813
Nationwide Fund Advisors 13130.00%0.00%0.00%Q3 2014Q3 201713
UBS Group AG 610.00%0.00%0.00%Q4 2014Q2 201812
LADENBURG THALMANN FINANCIAL SERVICES INC. 840.00%0.00%0.00%Q3 2014Q2 201812
Highlander Capital Management, LLC 11110.04%0.19%0.50%Q3 2014Q1 201711
TWO SIGMA INVESTMENTS, LP 410.00%0.00%0.00%Q3 2014Q2 201811
Capital Impact Advisors, LLC 11110.00%0.19%0.39%Q3 2014Q1 201711
ROYAL BANK OF CANADA 710.00%0.00%0.00%Q4 2014Q2 201811
BLACKROCK ADVISORS LLC 10100.00%0.00%0.00%Q3 2014Q4 201610
BlackRock Investment Management, LLC 10100.00%0.00%0.00%Q3 2014Q4 201610
BlackRock Institutional Trust Company, N.A. 10100.00%0.00%0.00%Q3 2014Q4 201610
FEDERATED HERMES, INC. 910.00%0.00%0.00%Q3 2014Q2 201810
BlackRock Inc. 10100.00%0.00%0.00%Q1 2016Q2 201810
NISA INVESTMENT ADVISORS, LLC 10100.00%0.00%0.00%Q1 2017Q2 201910
BlackRock Fund Advisors 10100.00%0.00%0.00%Q3 2014Q4 201610
ESSEX INVESTMENT MANAGEMENT CO LLC 990.02%0.04%0.06%Q3 2014Q3 20169
TWO SIGMA ADVISERS, LP 990.00%0.00%0.00%Q2 2016Q2 20189
PANAGORA ASSET MANAGEMENT INC 990.00%0.00%0.00%Q2 2017Q2 20199
FORMULA GROWTH LTD 880.12%0.28%0.90%Q4 2015Q3 20178
KENNEDY CAPITAL MANAGEMENT LLC 710.02%0.04%0.06%Q2 2014Q3 20178
FMR LLC 710.00%0.00%0.00%Q3 2014Q4 20168
BRIDGEWAY CAPITAL MANAGEMENT, LLC 880.01%0.01%0.02%Q3 2016Q2 20188
Creative Planning 710.00%0.00%0.00%Q1 2016Q2 20188
Teton Advisors, Inc. 880.08%0.12%0.14%Q3 2014Q2 20168
MEEDER ASSET MANAGEMENT INC 880.00%0.00%0.00%Q4 2016Q3 20188
SEIZERT CAPITAL PARTNERS, LLC 770.02%0.02%0.03%Q4 2016Q2 20187
GOLDMAN SACHS GROUP INC 310.00%0.00%0.00%Q4 2015Q2 20187
Nine Ten Capital Management LLC 771.53%8.09%11.60%Q1 2015Q3 20167
WEDGE CAPITAL MANAGEMENT L L P/NC 770.01%0.01%0.01%Q3 2014Q1 20167
RUTABAGA CAPITAL MANAGEMENT LLC/MA 770.28%1.20%1.88%Q2 2016Q4 20177
ALPINE WOODS CAPITAL INVESTORS, LLC 770.02%0.03%0.05%Q3 2014Q1 20167
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 430.00%0.00%0.01%Q3 2014Q3 20177
JPMORGAN CHASE & CO 310.00%0.00%0.00%Q4 2015Q1 20186
ACADIAN ASSET MANAGEMENT LLC 420.00%0.00%0.00%Q4 2016Q2 20186
Legal & General Group Plc 660.00%0.00%0.00%Q4 2016Q1 20186
PICTON MAHONEY ASSET MANAGEMENT 660.00%0.00%0.01%Q3 2014Q4 20156
Spark Investment Management LLC 510.03%0.04%0.05%Q3 2014Q2 20186
TFS CAPITAL LLC 310.03%0.09%0.17%Q3 2014Q3 20166
Invesco Ltd. 310.00%0.00%0.00%Q3 2014Q2 20186
Cannell Capital 660.63%2.18%3.11%Q1 2017Q2 20186
Pembroke Management, LTD 660.44%0.99%1.20%Q4 2014Q1 20166
Kovack Advisors, Inc. 660.09%0.12%0.16%Q1 2018Q2 20196
MANUFACTURERS LIFE INSURANCE COMPANY, THE 310.00%0.00%0.00%Q3 2014Q4 20176
CORNERCAP INVESTMENT COUNSEL INC 660.05%0.07%0.10%Q4 2015Q1 20176
Tieton Capital Management, LLC 553.04%4.04%4.80%Q4 2016Q4 20175
Nantahala Capital Management 550.02%0.18%0.31%Q2 2017Q2 20185
MILLENNIUM MANAGEMENT LLC 210.00%0.00%0.00%Q4 2015Q2 20185
MACQUARIE GROUP LTD 550.00%0.00%0.00%Q3 2017Q3 20185
ICON ADVISERS INC/CO 550.01%0.02%0.02%Q3 2016Q3 20175
Municipal Employees' Retirement System of Michigan 320.00%0.01%0.02%Q1 2016Q3 20175
PERRITT CAPITAL MANAGEMENT INC 550.69%0.75%0.80%Q1 2015Q1 20165
Ameritas Investment Partners, Inc. 550.00%0.00%0.00%Q1 2017Q1 20185
MARTINGALE ASSET MANAGEMENT L P 410.00%0.01%0.01%Q4 2014Q2 20185
OXFORD ASSET MANAGEMENT LLP 440.00%0.00%0.01%Q3 2017Q2 20184
BB&T SECURITIES, LLC 440.01%0.03%0.04%Q3 2015Q2 20164
River Road Asset Management, LLC 440.10%0.11%0.13%Q2 2015Q1 20164
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 310.00%0.00%0.00%Q3 2016Q4 20174
CREDIT SUISSE AG/ 440.00%0.00%0.00%Q3 2014Q2 20154
Tygh Capital Management, Inc. 440.61%0.75%0.84%Q2 2014Q1 20154
MSI Financial Services Inc 440.00%0.00%0.01%Q1 2016Q4 20164
Sterling Capital Management LLC 440.00%0.01%0.01%Q3 2015Q2 20164
AMERIPRISE FINANCIAL INC 440.00%0.00%0.00%Q2 2015Q1 20164
BESSEMER GROUP INC 330.00%0.00%0.00%Q4 2017Q2 20183
A.R.T. Advisors, LLC 330.01%0.01%0.01%Q1 2015Q3 20153
AQR Capital Management 330.00%0.00%0.00%Q4 2014Q2 20153
Skylands Capital, LLC 330.17%0.21%0.23%Q3 2015Q1 20163
SeaCrest Wealth Management, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Glassman Wealth Services 330.00%0.00%0.00%Q1 2018Q3 20183
KINGS POINT CAPITAL MANAGEMENT 330.09%0.10%0.11%Q1 2015Q3 20153
CONNORS INVESTOR SERVICES INC 210.03%0.04%0.04%Q2 2015Q1 20163
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q4 2016Q2 20173
STONERIDGE INVESTMENT PARTNERS LLC 330.02%0.03%0.03%Q4 2014Q2 20153
Brandywine Global Investment Management, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
STRS OHIO 330.00%0.00%0.00%Q3 2017Q1 20183
Parallax Volatility Advisers, L.P. 330.00%0.00%0.00%Q4 2017Q2 20183
Opus Capital Group, LLC 330.13%0.19%0.28%Q3 2015Q1 20163
Ativo Capital Management LLC 330.17%0.20%0.22%Q3 2014Q1 20153
Manatuck Hill Partners, LLC 330.37%0.89%1.17%Q3 2014Q1 20153
NORTHPOINTE CAPITAL LLC 330.13%0.20%0.24%Q3 2014Q1 20153
CADENCE CAPITAL MANAGEMENT LLC 210.02%0.04%0.06%Q1 2015Q2 20163
KEANE CAPITAL MANAGEMENT INC 220.97%1.00%1.03%Q3 2014Q4 20142
ALGERT GLOBAL LLC 220.06%0.10%0.14%Q2 2017Q3 20172
Allianz Asset Management GmbH 220.00%0.00%0.00%Q3 2014Q4 20142
GREAT WEST LIFE ASSURANCE CO /CAN/ 220.00%0.00%0.00%Q1 2018Q2 20182
Poehling Capital Management, INC. 220.42%0.52%0.63%Q1 2018Q2 20182
Acrospire Investment Management LLC 110.01%0.03%0.05%Q3 2016Q1 20172
COLUMBIA WANGER ASSET MANAGEMENT LLC 220.06%0.07%0.08%Q3 2014Q4 20142
Aviance Capital Partners, LLC 220.03%0.03%0.04%Q1 2018Q2 20182
PNC FINANCIAL SERVICES GROUP, INC. 110.00%0.00%0.00%Q4 2017Q2 20182
SHAPIRO ROBERT N 220.00%0.00%0.00%Q3 2014Q4 20142
Dean Capital Management 220.62%0.63%0.64%Q2 2014Q3 20142
Dynamic Technology Lab Private Ltd 110.03%0.04%0.05%Q1 2017Q3 20172
BEACON INVESTMENT ADVISORY SERVICES, INC. 220.01%0.01%0.01%Q1 2018Q2 20182
ZESIGER CAPITAL GROUP LLC 224.20%5.39%6.58%Q3 2014Q4 20142
Lafitte Capital Management LP 221.74%1.90%2.05%Q3 2015Q4 20152
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q4 2016Q1 20172
ACK Asset Management 222.64%2.80%2.96%Q3 2014Q4 20142
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q4 2017Q3 20182
DEAN INVESTMENT ASSOCIATES, LLC 220.20%0.21%0.21%Q2 2014Q3 20142
AMERICAN CENTURY COMPANIES INC 220.00%0.00%0.00%Q4 2014Q1 20152
WHITEBOX ADVISORS LLC 220.03%0.03%0.04%Q2 2015Q3 20152
Rotella Capital Management, Inc. 220.24%0.28%0.32%Q1 2015Q2 20152
PALLADIUM PARTNERS LLC 220.01%0.01%0.01%Q4 2016Q1 20172
DRILL CRAIG A 223.65%4.12%4.60%Q3 2014Q4 20142
QS Investors, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Trexquant Investment LP 110.02%0.02%0.02%Q4 2017Q4 20171
Zurcher Kantonalbank (Zurich Cantonalbank) 110.00%0.00%0.00%Q1 2017Q1 20171
MACKAY SHIELDS LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MCF Advisors LLC 110.01%0.01%0.01%Q4 2014Q4 20141
BAILARD, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
BlueCrest Capital Management Ltd 110.00%0.00%0.00%Q2 2018Q2 20181
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2016Q3 20161
Paloma Partners Management Co 110.01%0.01%0.01%Q2 2018Q2 20181
RICE HALL JAMES & ASSOCIATES, LLC 110.07%0.07%0.07%Q1 2015Q1 20151
UBS AG 110.00%0.00%0.00%Q3 2014Q3 20141
Nine Ten Partners LP 117.92%7.92%7.92%Q4 2014Q4 20141
Advisor Group, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Burgundy Asset Management Ltd. 110.01%0.01%0.01%Q4 2014Q4 20141
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q1 2015Q1 20151
TUDOR INVESTMENT CORP ET AL 110.03%0.03%0.03%Q3 2018Q3 20181
ELEMENT CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Osmium Partners, LLC 110.22%0.22%0.22%Q4 2017Q4 20171
B. Riley Financial, Inc. 110.30%0.30%0.30%Q2 2018Q2 20181
Jefferies Group LLC 110.00%0.00%0.00%Q2 2015Q2 20151
DRIEHAUS CAPITAL MANAGEMENT LLC 110.06%0.06%0.06%Q4 2014Q4 20141
High Falls Advisors, Inc 110.06%0.06%0.06%Q3 2017Q3 20171
HARTFORD INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q2 2018Q2 20181
BAMCO INC /NY/ 110.00%0.00%0.00%Q4 2014Q4 20141
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q3 2016Q3 20161
NS Advisors, LLC 114.37%4.37%4.37%Q4 2016Q4 20161
Delpha Capital Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 110.00%0.00%0.00%Q3 2018Q3 20181
ANALYTIC INVESTORS, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
QUADRANT CAPITAL GROUP LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Coe Capital Management, LLC 110.14%0.14%0.14%Q1 2016Q1 20161
Citadel Advisors 110.00%0.00%0.00%Q2 2016Q2 20161
CLEAR STREET MARKETS LLC 110.28%0.28%0.28%Q2 2016Q2 20161
Walleye Trading LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Ground Swell Capital, LLC 110.04%0.04%0.04%Q3 2014Q3 20141
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
LMR Partners LLP 110.01%0.01%0.01%Q2 2018Q2 20181
Simplicity Solutions, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
FIRST QUADRANT LLC/CA 110.00%0.00%0.00%Q3 2016Q3 20161
DENALI ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
WCM INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
External links

This page lists all the filers that currently own LIBERTY TAX INC or have owned LIBERTY TAX INC in the past.