| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Janney Montgomery Scott LLC | 7 | 7 | 0.07% | 0.12% | 0.15% | Q4 2013 | Q2 2015 | 7 |
| ADIRONDACK TRUST CO | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
| REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q2 2015 | Q1 2016 | 4 |
| Community Bank, N.A. | 3 | 3 | 1.56% | 1.76% | 1.87% | Q2 2017 | Q4 2017 | 3 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.29% | 0.39% | 0.48% | Q4 2015 | Q2 2016 | 2 |
| Register Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
| Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| Essex Savings Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
| First City Capital Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2013 | Q3 2013 | 1 |
| DUBUQUE BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
| Patten Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
This page lists all the filers that currently own LOOMIS BOND I or have owned LOOMIS BOND I in the past.