| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Janney Montgomery Scott LLC | 4 | 4 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q2 2015 | 8 |
| GLENMEDE TRUST CO NA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 6 |
| Aureus Asset Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q1 2014 | 3 |
| Williams Jones Wealth Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own LOOMIS GLB EQ INCM Y or have owned LOOMIS GLB EQ INCM Y in the past.