Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 9 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2021 | 31 |
KARPAS STRATEGIES, LLC | 31 | 31 | 0.13% | 0.25% | 0.43% | Q2 2013 | Q4 2020 | 31 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q1 2020 | 28 |
GLENMEDE TRUST CO NA | 28 | 28 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2020 | 28 |
LSV ASSET MANAGEMENT | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
ANDERSON HOAGLAND & CO | 26 | 26 | 0.22% | 0.30% | 0.42% | Q3 2013 | Q4 2019 | 26 |
First Horizon Advisors, Inc. | 21 | 4 | 0.00% | 0.01% | 0.01% | Q1 2012 | Q3 2023 | 25 |
Fisher Asset Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Henry James International Management Inc. | 21 | 21 | 0.05% | 0.14% | 0.24% | Q3 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 18 |
QUADRANT CAPITAL GROUP LLC | 17 | 1 | 0.00% | 0.04% | 0.12% | Q2 2015 | Q4 2019 | 18 |
Hexavest Inc. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 17 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q1 2017 | 16 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Bartlett & Co. LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 15 |
SVB WEALTH LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
REILLY FINANCIAL ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 10 |
M&R CAPITAL MANAGEMENT INC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q4 2015 | 10 |
Elite Wealth Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2012 | Q3 2014 | 9 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 1.88% | 2.06% | 2.21% | Q2 2013 | Q1 2015 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 4 | 0.19% | 0.37% | 0.61% | Q3 2014 | Q4 2017 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
NAVELLIER & ASSOCIATES INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2012 | Q2 2014 | 8 |
Private Capital Group, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
SOMERVILLE KURT F | 5 | 5 | 0.10% | 0.10% | 0.11% | Q4 2012 | Q4 2013 | 5 |
ADVISOR PARTNERS LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
RHUMBLINE ADVISERS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
EASTERN BANK | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Aperio Group, LLC | 4 | 4 | 0.20% | 0.22% | 0.23% | Q2 2013 | Q1 2014 | 4 |
Convergence Investment Partners, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Armbruster Capital Management, Inc. | 3 | 3 | 0.06% | 0.08% | 0.11% | Q4 2015 | Q2 2016 | 3 |
RMB Capital Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 3 |
DREMAN VALUE MANAGEMENT, L L C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 3 | 0.24% | 0.25% | 0.25% | Q4 2013 | Q2 2014 | 3 |
Russell Investments Group, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CIM INVESTMENT MANAGEMENT INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q2 2017 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
WealthStone, Inc. | 2 | 2 | 0.00% | 0.06% | 0.11% | Q1 2019 | Q2 2019 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Weaver Consulting Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
COMERICA BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own National Australia Bank Ltd or have owned National Australia Bank Ltd in the past.