Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Capital Investment Advisors, LLC | 41 | 41 | 0.02% | 0.02% | 0.05% | Q4 2013 | Q4 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 35 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 17 | 3 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 36 |
Advisors Asset Management, Inc. | 22 | 14 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 36 |
MACKAY SHIELDS LLC | 35 | 35 | 0.02% | 0.05% | 0.16% | Q1 2015 | Q3 2023 | 35 |
SEGALL BRYANT & HAMILL, LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2021 | 35 |
Raymond James Financial Services Advisors, Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Cambridge Investment Research Advisors, Inc. | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
Traynor Capital Management, Inc. | 29 | 29 | 0.10% | 0.26% | 0.58% | Q4 2014 | Q4 2021 | 29 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
ROBINSON CAPITAL MANAGEMENT, LLC | 22 | 1 | 0.20% | 1.29% | 3.89% | Q4 2015 | Q1 2023 | 28 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Parallel Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Janney Montgomery Scott LLC | 23 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 24 |
Wealthcare Advisory Partners LLC | 22 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
Partnervest Advisory Services LLC | 24 | 24 | 0.04% | 0.07% | 0.15% | Q4 2014 | Q3 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
TRUST CO OF VERMONT | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
Oakworth Capital, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 24 |
Invesco Ltd. | 14 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
PITTENGER & ANDERSON INC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Cetera Advisor Networks LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
RWA WEALTH PARTNERS, LLC | 20 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
FIFTH THIRD BANCORP | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 8 | 1 | 0.01% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 21 |
AQR Arbitrage LLC | 6 | 4 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 21 |
SMITH, MOORE & CO. | 21 | 21 | 0.07% | 0.15% | 0.27% | Q1 2017 | Q1 2022 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 21 |
Private Advisor Group, LLC | 18 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2022 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 20 |
REGIONS FINANCIAL CORP | 11 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.02% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 20 |
CITIGROUP INC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 20 |
COHEN & STEERS, INC. | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
BENJAMIN EDWARDS INC | 19 | 19 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 19 |
CENTRAL TRUST Co | 17 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 19 |
Edmonds Duncan Registered Investment Advisors, LLC | 18 | 18 | 0.27% | 0.41% | 0.62% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2020 | 18 |
NATIONAL PLANNING CORP | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
IFP Advisors, Inc | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 17 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.07% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 2 | 0.04% | 0.07% | 0.13% | Q3 2015 | Q2 2021 | 16 |
DOLIVER ADVISORS, LP | 5 | 2 | 0.04% | 0.12% | 0.39% | Q2 2013 | Q2 2018 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 15 |
Commonwealth Equity Services, Inc | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 15 |
Koshinski Asset Management, Inc. | 11 | 3 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q1 2022 | 14 |
1607 Capital Partners, LLC | 14 | 14 | 0.06% | 0.10% | 0.13% | Q4 2018 | Q1 2022 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 13 |
AMARILLO NATIONAL BANK | 13 | 13 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2016 | 13 |
Geneos Wealth Management Inc. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 12 |
JNBA Financial Advisors | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Karpus Management, Inc. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Baird Financial Group, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 11 |
D'Orazio & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 11 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.21% | 0.49% | Q3 2015 | Q3 2023 | 11 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
Beaumont Financial Partners, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 10 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2021 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NAPLES GLOBAL ADVISORS, LLC | 10 | 10 | 0.01% | 0.06% | 0.09% | Q3 2020 | Q4 2022 | 10 |
FineMark National Bank & Trust | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Advisor Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
AdvisorNet Financial, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
GOLDMAN SACHS GROUP INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 9 |
Chicago Partners Investment Group LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FinTrust Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 8 |
OPPENHEIMER & CO INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 8 |
RMB Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2020 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HighTower Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 8 |
WEDBUSH SECURITIES INC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 7 |
6 Meridian | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.14% | 0.18% | 0.26% | Q2 2013 | Q4 2014 | 7 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Ackerman Capital Advisors, LLC | 6 | 1 | 0.03% | 0.12% | 0.23% | Q3 2020 | Q2 2022 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2017 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
COHEN LAWRENCE B | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q3 2021 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 7 |
Logan Stone Capital, LLC | 7 | 7 | 0.20% | 0.41% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
AQR Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Horizon Kinetics | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
Bank of New York Mellon Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.23% | 0.25% | 0.29% | Q4 2016 | Q4 2017 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 5 |
DRIVE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.00% | 0.04% | 0.11% | Q1 2022 | Q1 2023 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2018 | 5 |
RELIANCE TRUST CO OF DELAWARE | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
WESPAC Advisors, LLC | 3 | 2 | 0.06% | 0.06% | 0.07% | Q4 2013 | Q1 2015 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Ironsides Asset Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.52% | 0.54% | 0.57% | Q4 2022 | Q3 2023 | 4 |
CKW FINANCIAL GROUP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
PANAGORA ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.00% | 0.23% | 0.32% | Q3 2018 | Q2 2019 | 4 |
Woodline Partners LP | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 0.15% | 0.21% | 0.25% | Q1 2020 | Q4 2020 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 4 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 4 |
Saba Capital Management, L.P. | 4 | 4 | 0.07% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Roble, Belko & Company, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
NEXT Financial Group, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2016 | 4 |
Liberty Street Advisors, Inc. | 4 | 4 | 1.77% | 2.16% | 2.79% | Q4 2014 | Q3 2015 | 4 |
IFG Advisory, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Allegis Investment Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2016 | Q2 2017 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 3 |
Ameritas Investment Company, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
CORNERSTONE ADVISORS INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Quantedge Capital Pte Ltd | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
FNY Investment Advisers, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.09% | 0.19% | 0.30% | Q1 2021 | Q3 2021 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q1 2016 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 3 |
Matisse Capital | 2 | 1 | 0.04% | 0.28% | 0.42% | Q4 2015 | Q2 2022 | 3 |
Hennion & Walsh Asset Management, Inc. | 2 | 1 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q3 2023 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Citadel Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
M&T BANK CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Bulldog Investors, LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
WFG Advisors, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Almitas Capital LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 2 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q3 2022 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Bristol County Savings Bank | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2017 | Q4 2017 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Gilbert & Cook, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Phoenix Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
ZWJ INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own MFS MUN INCOME TR or have owned MFS MUN INCOME TR in the past.