Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2017 | 17 |
STRS OHIO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
TRUST CO OF VERMONT | 16 | 16 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 16 |
TEACHERS ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Hanson & Doremus Investment Management | 16 | 16 | 0.12% | 0.14% | 0.22% | Q2 2013 | Q1 2017 | 16 |
Nationwide Fund Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
CITIGROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
VANGUARD GROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
NORTHERN TRUST CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Bank of New York Mellon Corp | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
PANAGORA ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
WELLS FARGO & COMPANY/MN | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Renaissance Technologies | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
GEODE CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
LSV ASSET MANAGEMENT | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
AMERICAN INTERNATIONAL GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
STATE STREET CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
CASTINE CAPITAL MANAGEMENT, LLC | 16 | 16 | 1.14% | 2.45% | 6.18% | Q2 2013 | Q1 2017 | 16 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
DIMENSIONAL FUND ADVISORS LP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 15 |
RHUMBLINE ADVISERS | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 15 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2017 | 15 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
PRENTISS SMITH & CO INC | 14 | 14 | 0.47% | 0.59% | 0.71% | Q2 2013 | Q3 2016 | 14 |
Brandywine Global Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
BANK OF AMERICA CORP /DE/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 14 |
Clean Yield Group | 14 | 14 | 0.65% | 0.81% | 1.00% | Q4 2013 | Q1 2017 | 14 |
BARCLAYS PLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 14 |
CRAWFORD INVESTMENT COUNSEL INC | 14 | 14 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q1 2017 | 14 |
EARNEST PARTNERS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q2 2016 | 13 |
PRELUDE CAPITAL MANAGEMENT, LLC | 10 | 2 | 0.00% | 0.02% | 0.13% | Q1 2014 | Q1 2017 | 12 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 11 |
Amica Retiree Medical Trust | 11 | 11 | 0.09% | 0.24% | 0.32% | Q1 2014 | Q3 2016 | 11 |
AMICA MUTUAL INSURANCE CO | 11 | 11 | 0.10% | 0.26% | 0.36% | Q1 2014 | Q3 2016 | 11 |
Invesco Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
JPMORGAN CHASE & CO | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 11 |
Highlander Capital Management, LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q2 2016 | 11 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 11 |
BNP PARIBAS FINANCIAL MARKETS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 11 |
AMICA PENSION FUND BOARD OF TRUSTEES | 11 | 11 | 0.09% | 0.23% | 0.32% | Q1 2014 | Q3 2016 | 11 |
ROYAL BANK OF CANADA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 10 |
BANC FUNDS CO LLC | 8 | 2 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q1 2017 | 10 |
UBS Group AG | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 10 |
ALLIANCEBERNSTEIN L.P. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 10 |
Community Bank, N.A. | 10 | 10 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q1 2017 | 10 |
FMR LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2016 | 9 |
SALZHAUER MICHAEL | 9 | 9 | 0.20% | 0.21% | 0.25% | Q2 2014 | Q2 2016 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 9 |
NEW YORK STATE COMMON RETIREMENT FUND | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 7 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 7 | 7 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q4 2014 | 7 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q1 2017 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
THOMASPARTNERS, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
BlackRock Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Li Winifred I | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
PRUDENTIAL FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 5 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 5 |
Elizabeth Park Capital Advisors, Ltd. | 5 | 5 | 0.94% | 0.98% | 1.09% | Q2 2014 | Q2 2015 | 5 |
RUSSELL FRANK CO/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q2 2012 | 4 |
METROPOLITAN LIFE INSURANCE CO/NY | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 4 |
Estabrook Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
SEIDMAN LAWRENCE B | 4 | 4 | 0.46% | 0.67% | 0.89% | Q4 2013 | Q3 2014 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Legal & General Group Plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
SEI INVESTMENTS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
TDAM USA INC. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q1 2017 | 4 |
ClariVest Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Harvest Capital Strategies LLC | 4 | 4 | 0.05% | 0.12% | 0.18% | Q3 2015 | Q2 2016 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Opus Capital Group, LLC | 3 | 3 | 0.02% | 0.07% | 0.10% | Q2 2014 | Q4 2014 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.07% | 0.10% | 0.12% | Q3 2016 | Q1 2017 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
AXA S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
FEDERATED HERMES, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2016 | 3 |
ARROW FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Monarch Partners Asset Management LLC | 2 | 2 | 0.50% | 0.58% | 0.66% | Q4 2013 | Q1 2014 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q1 2017 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Chicago Capital Management, LLC | 2 | 2 | 5.70% | 6.13% | 6.56% | Q4 2016 | Q1 2017 | 2 |
AQR Arbitrage LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q1 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
FIRST NIAGARA BANK | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2016 | Q2 2016 | 2 |
BHZ CAPITAL MANAGEMENT, LP | 2 | 2 | 5.50% | 5.62% | 5.75% | Q4 2016 | Q1 2017 | 2 |
Yakira Capital Management, Inc. | 2 | 2 | 0.36% | 0.45% | 0.54% | Q4 2016 | Q1 2017 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
BERKLEY W R CORP | 2 | 2 | 0.78% | 0.83% | 0.87% | Q4 2016 | Q1 2017 | 2 |
RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
FIRST TRUST ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CREDIT SUISSE AG/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
FENIMORE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
EJF Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
DELPHI MANAGEMENT INC /MA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
IBM Retirement Fund | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Walleye Trading LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own MERCHANTS BANCSHARES or have owned MERCHANTS BANCSHARES in the past.