Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PNC FINANCIAL SERVICES GROUP, INC. | 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 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 39 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
WMS Partners, LLC | 34 | 7 | 0.26% | 0.79% | 1.74% | Q2 2013 | Q3 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 36 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Maryland Capital Management | 38 | 38 | 0.05% | 0.16% | 1.28% | Q2 2013 | Q3 2022 | 38 |
SCOTIA CAPITAL INC. | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Beacon Capital Management, Inc. | 27 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Ipswich Investment Management Co., Inc. | 21 | 5 | 0.10% | 0.23% | 0.32% | Q2 2014 | Q3 2023 | 35 |
EVERMAY WEALTH MANAGEMENT LLC | 34 | 34 | 0.32% | 0.57% | 1.30% | Q4 2013 | Q1 2022 | 34 |
GABELLI FUNDS LLC | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Lowe Wealth Advisors, LLC | 33 | 33 | 0.14% | 0.23% | 0.31% | Q4 2014 | Q4 2022 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
LINCOLN NATIONAL CORP | 32 | 32 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Gradient Investments LLC | 30 | 30 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Pinnacle Advisory Group, Inc. | 28 | 28 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q1 2021 | 28 |
BROWN ADVISORY INC | 20 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
WBH ADVISORY INC | 16 | 1 | 0.08% | 0.32% | 0.54% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Tufton Capital Management | 19 | 5 | 0.02% | 5.65% | 12.75% | Q3 2014 | Q3 2020 | 24 |
FINANCIAL CONSULATE, INC | 21 | 1 | 0.11% | 0.19% | 0.41% | Q2 2016 | Q1 2023 | 23 |
TOWER BRIDGE ADVISORS | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
COLONY GROUP LLC | 12 | 10 | 0.17% | 0.36% | 0.62% | Q1 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Brown Advisory Securities, LLC | 22 | 22 | 0.26% | 0.36% | 0.46% | Q2 2013 | Q3 2018 | 22 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Chevy Chase Trust Holdings, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 6 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 10 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
EATON VANCE MANAGEMENT | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Wealthspire Advisors, L.P. | 13 | 13 | 0.09% | 0.15% | 0.34% | Q3 2017 | Q3 2020 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Bridgewater Wealth & Financial Management, LLC | 11 | 11 | 2.99% | 3.28% | 3.55% | Q4 2014 | Q2 2017 | 11 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 11 | 11 | 0.09% | 0.09% | 0.11% | Q1 2016 | Q3 2018 | 11 |
Wealthspire Advisors, LLC | 6 | 1 | 0.01% | 0.07% | 0.38% | Q1 2020 | Q3 2023 | 10 |
Geneos Wealth Management Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
WHITTIER TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Brookstone Capital Management | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BlackRock Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 9 |
BB&T SECURITIES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 9 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Royal Fund Management, LLC | 3 | 2 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q1 2022 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
A. D. Beadell Investment Counsel, Inc. | 4 | 1 | 0.15% | 0.19% | 0.22% | Q4 2015 | Q1 2021 | 8 |
V Wealth Advisors LLC | 6 | 1 | 0.08% | 0.10% | 0.12% | Q2 2017 | Q4 2019 | 7 |
Invesco Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Franklin, Parlapiano, Turner & Welch, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
First Trust Direct Indexing L.P. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Cresset Asset Management, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Financial Advantage, Inc. | 6 | 6 | 0.00% | 0.15% | 0.32% | Q2 2013 | Q3 2014 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Freestone Capital Holdings, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
BlackRock Institutional Trust Company, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 5 |
CIBC WORLD MARKETS CORP | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Verdence Capital Advisors LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
DEARBORN PARTNERS LLC | 4 | 4 | 1.50% | 1.64% | 1.69% | Q4 2022 | Q3 2023 | 4 |
Willingdon Wealth Management | 4 | 4 | 0.06% | 0.08% | 0.12% | Q3 2017 | Q2 2018 | 4 |
Willis Johnson & Associates, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Loudon Investment Management, LLC | 4 | 4 | 0.30% | 0.32% | 0.34% | Q3 2021 | Q2 2022 | 4 |
PITTENGER & ANDERSON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital Management LLC (WY) | 4 | 4 | 0.15% | 0.18% | 0.20% | Q4 2018 | Q3 2019 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LMR Partners LLP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
AMERIPRISE FINANCIAL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.25% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.07% | Q1 2015 | Q3 2015 | 3 |
Kinneret Advisory, LLC | 2 | 1 | 0.06% | 0.26% | 0.63% | Q3 2021 | Q4 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Bridge Creek Capital Management LLC | 2 | 2 | 1.45% | 1.53% | 1.61% | Q4 2015 | Q1 2016 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SC&H Financial Advisors, Inc. | 2 | 2 | 0.28% | 0.30% | 0.32% | Q4 2021 | Q1 2022 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
SOMERVILLE KURT F | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 2.84% | 2.84% | 2.84% | Q2 2014 | Q2 2014 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2016 | Q1 2016 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2018 | Q4 2018 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sapphire Star Partners LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2017 | Q1 2017 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Islet Management, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2020 | Q1 2020 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Perpetual Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
ROYAL LONDON ASSET MANAGEMENT LTD | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own MCCORMICK & CO INC or have owned MCCORMICK & CO INC in the past.