Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
KCM INVESTMENT ADVISORS LLC | 21 | 21 | 0.03% | 0.24% | 0.37% | Q4 2013 | Q4 2018 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 17 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q1 2019 | 12 |
GLENMEDE TRUST CO NA | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 9 |
MID CONTINENT CAPITAL LLC/IL | 9 | 9 | 0.09% | 0.22% | 0.34% | Q3 2013 | Q3 2015 | 9 |
AMERIPRISE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 8 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2023 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
SNOW CAPITAL MANAGEMENT LP | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q4 2014 | 6 |
Intellectus Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q3 2017 | 4 |
MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
SUN LIFE FINANCIAL INC | 2 | 1 | 0.00% | 0.06% | 0.10% | Q1 2016 | Q1 2017 | 3 |
SHIKIAR ASSET MANAGEMENT INC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q3 2013 | Q1 2014 | 3 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q1 2014 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own MORGAN STANLEY 7.125% or have owned MORGAN STANLEY 7.125% in the past.