MACQUARIE GLBL INFRA TOTL RE shareholder history

Current and past MACQUARIE GLBL INFRA TOTL RE shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GUGGENHEIM CAPITAL LLC 39390.00%0.02%0.03%Q2 2013Q4 202239
MORGAN STANLEY 39390.00%0.00%0.01%Q2 2013Q4 202239
WELLS FARGO & COMPANY/MN 39390.00%0.00%0.01%Q2 2013Q4 202239
1607 Capital Partners, LLC 39390.13%0.51%0.92%Q2 2013Q4 202239
BANK OF AMERICA CORP /DE/ 39390.00%0.00%0.00%Q2 2013Q4 202239
FIRST TRUST ADVISORS LP 39390.00%0.00%0.01%Q2 2013Q4 202239
RAYMOND JAMES & ASSOCIATES 39390.00%0.00%0.01%Q2 2013Q4 202239
Advisors Asset Management, Inc. 39390.07%0.23%0.44%Q2 2013Q4 202239
ROYAL BANK OF CANADA 39390.00%0.00%0.00%Q2 2013Q4 202239
LAZARD ASSET MANAGEMENT LLC 39390.00%0.01%0.01%Q2 2013Q4 202239
PNC FINANCIAL SERVICES GROUP, INC. 38380.00%0.00%0.00%Q3 2013Q4 202238
FIFTH THIRD BANCORP 38380.00%0.00%0.00%Q2 2013Q3 202238
CSS LLC/IL 37370.05%0.13%0.20%Q4 2013Q4 202237
NAPLES GLOBAL ADVISORS, LLC 37370.05%0.22%0.46%Q4 2013Q4 202237
STIFEL FINANCIAL CORP 36360.00%0.00%0.01%Q1 2014Q4 202236
Janney Montgomery Scott LLC 2410.00%0.04%0.13%Q3 2013Q4 202236
First City Capital Management, Inc. 2810.12%0.29%0.62%Q2 2013Q4 202234
UBS Group AG 33330.00%0.00%0.00%Q4 2014Q4 202233
WOLVERINE ASSET MANAGEMENT LLC 1040.00%0.02%0.09%Q3 2013Q4 202231
Carroll Financial Associates, Inc. 30300.00%0.00%0.01%Q3 2014Q4 202130
BANK OF MONTREAL /CAN/ 2410.00%0.00%0.00%Q4 2014Q4 202127
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
Thomas J. Herzfeld Advisors, Inc. 27270.04%0.19%0.36%Q2 2013Q4 201927
AMERIPRISE FINANCIAL INC 2420.00%0.00%0.00%Q2 2013Q4 202226
HUNTINGTON NATIONAL BANK 2120.00%0.00%0.00%Q2 2013Q2 202425
Raymond James Financial Services Advisors, Inc. 1710.00%0.00%0.01%Q2 2013Q4 202225
Parallel Advisors, LLC 25250.00%0.00%0.00%Q4 2016Q4 202225
BENJAMIN F. EDWARDS & COMPANY, INC. 25250.00%0.06%0.11%Q4 2016Q4 202225
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.00%0.00%0.00%Q3 2018Q2 202424
CITIGROUP INC 1210.00%0.00%0.00%Q2 2013Q3 202124
Keeley-Teton Advisors, LLC 24240.03%0.05%0.07%Q1 2017Q4 202224
Geneos Wealth Management Inc. 24240.00%0.00%0.00%Q1 2016Q4 202124
Institute for Wealth Management, LLC. 23230.04%0.07%0.11%Q2 2017Q4 202223
Relative Value Partners Group, LLC 21210.02%0.11%0.30%Q4 2017Q4 202221
DOLIVER ADVISORS, LP 710.09%0.41%1.28%Q1 2013Q3 202020
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20200.00%0.00%0.01%Q2 2017Q1 202220
Invesco Ltd. 1460.00%0.00%0.00%Q2 2013Q3 202020
LPL Financial LLC 1620.00%0.00%0.00%Q2 2013Q2 202018
Karpus Management, Inc. 830.01%0.09%0.20%Q2 2013Q4 202218
ENVESTNET ASSET MANAGEMENT INC 920.00%0.00%0.00%Q3 2014Q2 202218
SIT INVESTMENT ASSOCIATES INC 1250.03%0.31%0.64%Q1 2016Q4 202217
Steward Partners Investment Advisory, LLC 1520.00%0.00%0.01%Q2 2018Q4 202217
CORNERSTONE ADVISORS INC 1610.00%0.52%1.11%Q2 2015Q4 202117
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 1070.01%0.07%0.15%Q2 2015Q2 202217
Concert Wealth Management Inc. 16160.03%0.04%0.08%Q2 2013Q1 201716
IFP Advisors, Inc 710.00%0.00%0.01%Q4 2015Q1 202316
WEBSTER BANK, N. A. 16160.00%0.00%0.00%Q4 2016Q3 202016
Bulldog Investors, LLP 1320.28%1.06%2.58%Q2 2010Q3 202215
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
Kingfisher Capital LLC 15150.18%0.83%0.97%Q2 2013Q4 201615
AQR Arbitrage LLC 730.00%0.01%0.03%Q2 2015Q2 202115
Mosaic Family Wealth, LLC 14140.00%0.04%0.06%Q4 2015Q1 201914
Rockefeller Capital Management L.P. 13130.00%0.00%0.00%Q4 2019Q4 202213
Curi RMB Capital, LLC 520.01%0.03%0.06%Q3 2015Q4 202013
Gramercy Funds Management LLC 13130.06%0.39%0.62%Q3 2013Q3 201613
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 13130.01%0.03%0.08%Q4 2013Q4 201613
Private Advisor Group, LLC 1110.00%0.01%0.06%Q2 2019Q4 202212
6 Meridian 610.03%0.05%0.07%Q1 2018Q4 202112
US BANCORP \DE\ 750.00%0.00%0.00%Q1 2014Q1 202012
OSAIC HOLDINGS, INC. 12120.00%0.00%0.00%Q1 2020Q4 202212
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
SevenBridge Financial Group, LLC 710.00%0.00%0.00%Q2 2016Q2 201911
BESSEMER GROUP INC 830.00%0.00%0.00%Q2 2013Q2 202211
RIVERNORTH CAPITAL MANAGEMENT, LLC 740.04%0.17%0.37%Q2 2013Q4 202111
Avior Wealth Management, LLC 11110.00%0.00%0.00%Q2 2020Q4 202211
Cornerstone Advisors, LLC 910.07%0.27%0.48%Q4 2019Q4 202211
Matisse Capital 650.16%0.92%1.59%Q4 2015Q1 202211
CWM, LLC 1010.00%0.00%0.00%Q1 2019Q4 202111
COHEN & STEERS, INC. 830.00%0.00%0.01%Q2 2013Q3 202211
Cardan Capital Partners, LLC 640.04%0.06%0.07%Q1 2017Q1 202010
TFS CAPITAL LLC 520.02%0.05%0.12%Q2 2013Q4 201610
NEXT Financial Group, Inc 640.00%0.00%0.00%Q2 2019Q4 202110
North Star Investment Management Corp. 10100.00%0.00%0.00%Q3 2020Q4 202210
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 990.00%0.00%0.00%Q1 2018Q1 20209
Quantedge Capital Pte Ltd 990.22%0.65%1.54%Q4 2020Q4 20229
Johnson Midwest Financial, LLC 990.04%0.07%0.16%Q4 2020Q4 20229
USCA RIA LLC 710.06%0.09%0.10%Q1 2015Q3 20188
Spire Wealth Management 880.00%0.00%0.00%Q1 2021Q4 20228
KING INVESTMENT ADVISORS INC/TX 880.09%0.11%0.12%Q2 2013Q1 20158
Kelman-Lazarov, Inc. 880.62%0.76%0.94%Q1 2016Q4 20178
Madden Advisory Services, Inc. 510.00%0.00%0.00%Q4 2013Q1 20178
FourThought Financial, LLC 880.00%0.01%0.01%Q4 2020Q3 20228
Tower Research Capital LLC (TRC) 410.00%0.00%0.00%Q2 2015Q3 20228
Cetera Advisor Networks LLC 710.00%0.05%0.12%Q1 2013Q2 20208
Winslow, Evans & Crocker, Inc. 770.00%0.00%0.00%Q2 2019Q4 20207
SCOTIA CAPITAL INC. 320.00%0.01%0.01%Q1 2014Q4 20187
Wealthspire Advisors, L.P. 520.01%0.01%0.02%Q2 2017Q1 20197
Global Endowment Management, LP 770.08%0.09%0.11%Q4 2015Q2 20177
SEI INVESTMENTS CO 330.00%0.00%0.00%Q1 2016Q3 20176
Quad-Cities Investment Group, LLC 660.08%0.09%0.10%Q2 2018Q3 20196
Advisory Services Network, LLC 210.00%0.00%0.00%Q4 2019Q4 20226
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.04%0.08%0.14%Q4 2015Q1 20216
SeaCrest Wealth Management, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
UBS AG 660.00%0.00%0.00%Q2 2013Q3 20146
Shaker Financial Services, LLC 310.13%0.17%0.25%Q4 2017Q2 20215
OPPENHEIMER & CO INC 410.01%0.01%0.02%Q4 2016Q1 20195
Creative Planning 410.00%0.00%0.00%Q2 2013Q2 20175
Allspring Global Investments Holdings, LLC 550.01%0.01%0.01%Q4 2021Q4 20225
Chicago Partners Investment Group LLC 550.01%0.02%0.02%Q3 2017Q3 20185
TILIA FIDUCIARY PARTNERS, INC. 550.04%0.04%0.04%Q4 2021Q4 20225
Coe Capital Management, LLC 440.07%0.07%0.08%Q4 2015Q3 20164
GOLDMAN SACHS GROUP INC 220.00%0.00%0.01%Q3 2012Q2 20204
FMR LLC 210.00%0.00%0.00%Q4 2018Q2 20204
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
WealthShield Partners, LLC 440.08%0.09%0.10%Q1 2022Q4 20224
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
KEELEY ASSET MANAGEMENT CORP 440.02%0.02%0.02%Q1 2016Q4 20164
Advisor Group, Inc. 310.00%0.00%0.00%Q1 2018Q4 20194
FSA Wealth Management LLC 310.01%0.01%0.01%Q4 2019Q4 20204
Lindbrook Capital, LLC 440.01%0.01%0.01%Q1 2019Q4 20194
Relative Value Partners, LLC 440.16%0.18%0.20%Q2 2013Q1 20144
1776 Wealth LLC 330.04%0.17%0.30%Q4 2019Q2 20203
BARCLAYS PLC 330.00%0.00%0.00%Q2 2013Q4 20133
NATIONAL BANK OF CANADA /FI/ 330.00%0.00%0.00%Q4 2021Q2 20223
SG Americas Securities, LLC 210.00%0.00%0.00%Q4 2013Q1 20163
Harborview Advisors, LLC 330.13%0.15%0.16%Q1 2021Q3 20213
FNY Investment Advisers, LLC 330.00%0.02%0.04%Q4 2020Q2 20213
Ancora Advisors LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Kestra Advisory Services, LLC 210.00%0.00%0.01%Q3 2020Q4 20213
Sowell Financial Services LLC 330.00%0.00%0.00%Q1 2020Q3 20203
BANK OF NOVA SCOTIA 110.00%0.00%0.00%Q4 2016Q2 20183
Logan Stone Capital, LLC 330.16%0.50%1.08%Q1 2022Q3 20223
Diversified Trust Co 330.03%0.04%0.04%Q2 2013Q4 20133
CIBC Private Wealth Group LLC 330.00%0.00%0.00%Q4 2017Q2 20183
Oak Grove Capital LLC 330.01%0.01%0.01%Q1 2018Q3 20183
NINE MASTS CAPITAL Ltd 220.01%0.02%0.04%Q1 2018Q2 20182
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q1 20202
Weiss Asset Management LP 110.02%0.04%0.06%Q4 2015Q4 20182
AQR Capital Management 220.00%0.00%0.00%Q4 2013Q1 20142
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2017Q4 20182
BOOTHBAY FUND MANAGEMENT, LLC 220.15%0.16%0.17%Q3 2015Q4 20152
Hightower 6M Holding, LLC 220.02%0.03%0.03%Q1 2022Q2 20222
Employees Retirement System of Texas 220.02%0.02%0.02%Q4 2014Q1 20152
Pine River Capital Management L.P. 220.00%0.00%0.00%Q2 2013Q3 20132
Laird Norton Wetherby Wealth Management, LLC 220.01%0.02%0.02%Q2 2022Q3 20222
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q1 2018Q4 20202
CLOUGH CAPITAL PARTNERS L P 110.02%0.02%0.02%Q1 2020Q3 20212
NWAM LLC 220.16%0.16%0.17%Q2 2012Q3 20122
B. Riley Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2014Q4 20142
BROWN ADVISORY INC 220.00%0.00%0.00%Q3 2017Q4 20172
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2018Q4 20222
Saba Capital Management, L.P. 220.01%0.06%0.11%Q3 2022Q4 20222
Edge Wealth Management LLC 110.01%0.01%0.01%Q2 2013Q2 20131
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
GFS Advisors, LLC 110.02%0.02%0.02%Q1 2016Q1 20161
BREMER TRUST NATIONAL ASSOCIATION 110.00%0.00%0.00%Q4 2018Q4 20181
Camarda Financial Advisors, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Gemmer Asset Management LLC 110.01%0.01%0.01%Q4 2017Q4 20171
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Cambridge Investment Research Advisors, Inc. 110.00%0.00%0.00%Q2 2017Q2 20171
COUNTRY TRUST BANK 110.00%0.00%0.00%Q3 2022Q3 20221
Equitable Holdings, Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
Belpointe Asset Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Fortitude Advisory Group L.L.C. 110.01%0.01%0.01%Q4 2021Q4 20211
Round Table Services, LLC 110.12%0.12%0.12%Q3 2016Q3 20161
D.A. DAVIDSON & CO. 110.00%0.00%0.00%Q3 2013Q3 20131
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
FIRST HAWAIIAN BANK 110.00%0.00%0.00%Q2 2013Q2 20131
Sonora Investment Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Cornerstone Wealth Management, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
NewEdge Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TD Capital Management LLC 110.00%0.00%0.00%Q2 2016Q2 20161
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
American Portfolios Advisors 110.00%0.00%0.00%Q1 2022Q1 20221
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Litespeed Management, L.L.C. 114.43%4.43%4.43%Q3 2013Q3 20131
Elequin Capital, LP 110.02%0.02%0.02%Q4 2022Q4 20221
Federation des caisses Desjardins du Quebec 110.00%0.00%0.00%Q1 2022Q1 20221
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q3 2022Q3 20221
STIFEL NICOLAUS & CO INC \MO\ 110.01%0.01%0.01%Q3 2013Q3 20131
Cutter & CO Brokerage, Inc. 110.07%0.07%0.07%Q3 2018Q3 20181
Ellis Investment Partners, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Legacy Advisors, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q3 2013Q3 20131
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20141
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
HOLLENCREST CAPITAL MANAGEMENT 110.00%0.00%0.00%Q4 2022Q4 20221
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2020Q1 20201
Baystate Wealth Management LLC 110.00%0.00%0.00%Q2 2020Q2 20201
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
Squarepoint Ops LLC 110.03%0.03%0.03%Q4 2015Q4 20151
UMB Bank, n.a. 110.00%0.00%0.00%Q3 2022Q3 20221
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2017Q2 20171
Stratos Wealth Partners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
Laurion Capital Management LP 110.00%0.00%0.00%Q1 2017Q1 20171
ADE, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
External links

This page lists all the filers that currently own MACQUARIE GLBL INFRA TOTL RE or have owned MACQUARIE GLBL INFRA TOTL RE in the past.