NUSTAR ENERGY LP shareholder history

Current and past NUSTAR ENERGY LP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.02%Q2 2013Q3 2023119
Citadel Advisors 2930.00%0.00%0.00%Q2 2013Q3 202385
Walleye Trading LLC 2410.00%0.00%0.02%Q2 2013Q3 202377
BARCLAYS PLC 42420.00%0.00%0.01%Q2 2013Q3 202352
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.05%Q2 2013Q3 202348
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.07%Q1 2012Q3 202348
UBS Group AG 36360.00%0.02%0.08%Q4 2014Q3 202347
WOLVERINE TRADING, LLC 1110.00%0.00%0.01%Q2 2016Q3 202347
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.01%Q2 2013Q3 202345
CITIGROUP INC 42420.00%0.01%0.12%Q2 2013Q3 202345
Cutler Group LLC / CA 1450.00%0.01%0.07%Q4 2015Q2 202144
PEAK6 Group LLC 21210.00%0.01%0.09%Q2 2013Q2 201844
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202343
MOTCO 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.02%Q2 2013Q3 202342
M&T BANK CORP 42420.00%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.01%0.04%Q2 2013Q3 202342
ClearBridge Investments 42420.00%0.03%0.12%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ALPS ADVISORS INC 42420.97%1.90%2.88%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.04%0.10%Q2 2013Q3 202342
Spot Trading L.L.C 16160.00%0.02%0.08%Q2 2013Q1 201742
US BANCORP \DE\ 42420.00%0.00%0.00%Q2 2013Q3 202342
Texas Yale Capital Corp. 42420.05%0.15%0.41%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.03%0.13%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.00%0.01%0.06%Q2 2013Q3 202342
TORTOISE CAPITAL ADVISORS, L.L.C. 42420.00%0.86%2.56%Q2 2013Q3 202342
STEEL GROVE CAPITAL ADVISORS, LLC 3560.04%0.63%2.38%Q2 2013Q3 202341
Adams Asset Advisors, LLC 3740.68%1.22%1.72%Q2 2013Q3 202341
CULLEN/FROST BANKERS, INC. 21190.00%0.01%0.02%Q2 2013Q3 202340
CREDIT SUISSE AG/ 40400.00%0.02%0.12%Q1 2013Q4 202240
BALDWIN BROTHERS LLC/MA 3230.00%0.02%0.08%Q2 2013Q4 202340
STIFEL FINANCIAL CORP 39390.00%0.00%0.02%Q1 2014Q3 202339
Heronetta Management, L.P. 21180.01%0.24%0.84%Q4 2012Q4 202239
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 1910.24%1.20%3.17%Q2 2013Q3 202339
DEUTSCHE BANK AG\ 38380.00%0.01%0.02%Q3 2013Q4 202239
Moors & Cabot, Inc. 39390.02%0.20%0.62%Q1 2014Q3 202339
JANE STREET GROUP, LLC 1410.00%0.00%0.02%Q1 2014Q3 202339
Arrow Investment Advisors, LLC 2710.10%0.19%0.32%Q2 2013Q1 202338
BNP PARIBAS FINANCIAL MARKETS 1840.00%0.00%0.02%Q3 2013Q3 202337
DIVIDEND ASSETS CAPITAL, LLC 1960.01%0.04%0.26%Q2 2013Q3 202337
PNC FINANCIAL SERVICES GROUP, INC. 37370.00%0.00%0.01%Q2 2013Q2 202237
Regal Investment Advisors LLC 2710.02%0.29%0.68%Q2 2013Q1 202337
CINCINNATI INSURANCE CO 37370.00%0.04%0.08%Q2 2013Q2 202237
HUSSMAN STRATEGIC ADVISORS, INC. 37370.00%0.06%0.26%Q2 2013Q2 202237
NORTHERN TRUST CORP 36360.00%0.00%0.00%Q2 2013Q1 202236
Allworth Financial LP 35350.00%0.00%0.00%Q1 2015Q3 202335
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 35350.01%0.26%0.61%Q3 2013Q1 202235
FIRST TRUST ADVISORS LP 1610.00%0.02%0.21%Q2 2013Q3 202335
HUNTINGTON NATIONAL BANK 2010.00%0.00%0.01%Q1 2009Q2 201934
Focused Wealth Management, Inc 33330.00%0.00%0.01%Q3 2013Q3 202133
Parkside Financial Bank & Trust 33330.01%0.02%0.08%Q3 2015Q3 202333
Oxbow Advisors, LLC 1910.02%0.05%0.09%Q2 2013Q3 202333
Mariner, LLC 18150.00%0.02%0.10%Q1 2015Q3 202333
West Family Investments, Inc. 32320.45%0.78%1.44%Q2 2013Q1 202132
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 32320.00%0.01%0.02%Q2 2013Q1 202132
Raymond James Financial Services Advisors, Inc. 1910.00%0.02%0.07%Q2 2013Q3 202332
Kistler-Tiffany Companies, LLC 32320.00%0.01%0.01%Q2 2013Q1 202132
Advisors Asset Management, Inc. 2570.00%0.04%0.10%Q2 2013Q3 202332
EAGLE GLOBAL ADVISORS LLC 1910.01%0.48%1.40%Q2 2013Q3 202331
IFP Advisors, Inc 17140.00%0.01%0.02%Q4 2015Q3 202331
Creative Planning 2830.00%0.01%0.01%Q2 2013Q3 202131
Venturi Wealth Management, LLC 2830.00%0.24%0.91%Q4 2015Q3 202331
COHEN & STEERS, INC. 1720.00%0.02%0.05%Q2 2013Q3 202330
NOVARE CAPITAL MANAGEMENT LLC 30300.12%0.86%1.87%Q2 2013Q3 202030
CITY HOLDING CO 30300.00%0.02%0.04%Q4 2013Q1 202130
DELTA ASSET MANAGEMENT LLC/TN 30300.00%0.01%0.02%Q2 2013Q3 202030
AMERIPRISE FINANCIAL INC 30300.00%0.00%0.00%Q2 2013Q3 202030
VAN ECK ASSOCIATES CORP 15150.00%0.00%0.01%Q1 2016Q3 202330
Gilman Hill Asset Management, LLC 2360.07%0.93%1.53%Q2 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.00%0.03%0.18%Q4 2013Q4 202029
Sheaff Brock Investment Advisors, LLC 1910.01%0.03%0.06%Q4 2015Q3 202329
KAYNE ANDERSON CAPITAL ADVISORS LP 1180.00%0.23%0.87%Q2 2013Q3 202329
Cambridge Investment Research Advisors, Inc. 1910.00%0.01%0.02%Q2 2013Q3 202329
Parallax Volatility Advisers, L.P. 910.00%0.00%0.02%Q2 2013Q2 202029
INFRASTRUCTURE CAPITAL ADVISORS, LLC 28280.03%3.32%10.66%Q4 2016Q3 202329
Third Security, LLC 29290.18%0.36%1.27%Q2 2013Q2 202029
DUFF & PHELPS INVESTMENT MANAGEMENT CO 2710.00%0.28%0.79%Q3 2014Q1 202228
BESSEMER GROUP INC 1520.00%0.00%0.00%Q2 2013Q3 202328
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 27270.15%0.28%0.39%Q2 2013Q4 201927
North Star Investment Management Corp. 17100.00%0.00%0.01%Q4 2016Q3 202327
Advisory Services Network, LLC 1310.00%0.00%0.01%Q4 2013Q1 202327
PEAK6 Investments LLC 510.00%0.00%0.04%Q2 2019Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.02%Q2 2013Q4 201927
Invesco Ltd. 2220.00%0.05%0.10%Q2 2013Q3 202327
Advisors Capital Management, LLC 1910.00%0.08%0.16%Q2 2015Q3 202327
BOKF, NA 910.01%0.01%0.01%Q2 2013Q3 202327
Whitnell & Co. 27270.01%0.03%0.06%Q2 2013Q4 201927
Riggs Asset Managment Co. Inc. 2420.00%0.00%0.01%Q3 2014Q1 202126
Geneos Wealth Management Inc. 26260.00%0.00%0.01%Q1 2016Q2 202226
CIBC Private Wealth Group, LLC 16100.00%0.10%0.34%Q4 2015Q3 202326
Harvest Fund Advisors LLC 1790.31%1.69%3.47%Q3 2013Q1 202026
GSA CAPITAL PARTNERS LLP 1210.01%0.07%0.16%Q2 2013Q1 202326
GLENMEDE TRUST CO NA 2020.00%0.00%0.00%Q2 2013Q3 202326
Tortoise Index Solutions, LLC 2420.19%0.31%0.63%Q2 2015Q3 202326
ORRSTOWN FINANCIAL SERVICES INC 26260.01%0.01%0.01%Q2 2013Q3 201926
First Eagle Investment Management, LLC 25250.01%0.03%0.06%Q2 2013Q2 201925
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 25250.00%0.00%0.00%Q3 2017Q3 202325
OppenheimerFunds, Inc. 25250.14%0.36%0.51%Q1 2013Q1 201925
Janney Montgomery Scott LLC 13120.01%0.01%0.08%Q2 2013Q3 201925
SYNOVUS FINANCIAL CORP 15100.00%0.00%0.00%Q3 2013Q2 202025
CAPTRUST FINANCIAL ADVISORS 25250.00%0.01%0.03%Q3 2017Q3 202325
Tower Research Capital LLC (TRC) 1110.00%0.01%0.05%Q4 2013Q3 202325
Barnett & Company, Inc. 24240.03%0.78%1.39%Q2 2013Q1 201924
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1050.00%0.00%0.01%Q2 2013Q4 202124
Front Row Advisors LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
HighTower Advisors, LLC 1410.00%0.01%0.04%Q1 2014Q1 202123
JENNISON ASSOCIATES LLC 1610.00%0.01%0.02%Q1 2014Q1 202223
Catalyst Capital Advisors LLC 2110.02%0.10%0.16%Q2 2013Q3 202323
Carroll Financial Associates, Inc. 23230.00%0.00%0.00%Q2 2016Q4 202123
Rockefeller Capital Management L.P. 23230.00%0.00%0.01%Q1 2018Q3 202323
CASTLEARK MANAGEMENT LLC 1220.01%0.03%0.07%Q4 2014Q3 202323
WealthTrust-Arizona, LLC 23230.03%0.21%0.48%Q2 2013Q4 201823
Brookfield Asset Management 610.00%0.21%0.86%Q2 2013Q3 202323
Smithfield Trust Co 22220.00%0.01%0.02%Q1 2015Q2 202022
Prospera Financial Services Inc 2010.00%0.39%1.04%Q2 2013Q1 202222
GABLES CAPITAL MANAGEMENT INC. 22220.00%0.00%0.01%Q2 2018Q3 202322
Pflug Koory, LLC 22220.02%0.04%0.09%Q4 2016Q1 202222
FIRST MANHATTAN CO. LLC. 22220.00%0.00%0.00%Q2 2013Q3 201822
Old West Investment Management, LLC 22220.34%0.59%0.83%Q2 2013Q3 201822
FIFTH THIRD BANCORP 2110.00%0.00%0.00%Q2 2013Q4 202222
Cohen Capital Management, Inc. 22220.05%0.09%0.22%Q2 2018Q3 202322
SL ADVISORS, LLC 21211.11%1.53%2.06%Q3 2018Q3 202321
First Horizon Advisors, Inc. 1810.00%0.00%0.01%Q4 2015Q3 202321
Global X Management CO LLC 21210.19%0.46%0.82%Q2 2013Q2 201821
SG Americas Securities, LLC 810.00%0.01%0.02%Q2 2014Q3 202321
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21210.00%0.00%0.00%Q2 2013Q2 201821
Mirae Asset Global Investments Co., Ltd. 21210.10%0.19%0.35%Q3 2018Q3 202321
Mercer Capital Advisers, Inc. 21210.01%0.02%0.04%Q4 2014Q4 201921
AQR Arbitrage LLC 21210.00%0.01%0.01%Q1 2015Q1 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.01%Q3 2018Q3 202321
GROUP ONE TRADING, L.P. 710.00%0.01%0.08%Q2 2013Q1 202221
MCF Advisors LLC 21210.01%0.01%0.02%Q4 2011Q4 201621
KEYBANK NATIONAL ASSOCIATION/OH 2010.00%0.00%0.00%Q4 2012Q1 202321
Steward Partners Investment Advisory, LLC 1830.00%0.00%0.00%Q1 2018Q3 202321
REGIONS FINANCIAL CORP 1190.00%0.00%0.01%Q2 2013Q3 201920
CHEMICAL BANK 1910.02%0.05%0.09%Q2 2013Q3 201820
ADVISORY RESEARCH INC 1510.00%0.11%0.30%Q2 2013Q2 201920
BOYS ARNOLD & CO INC 1370.08%0.18%0.35%Q2 2013Q2 201920
BARINGS LLC 1550.01%0.03%0.06%Q3 2013Q3 201820
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Salient Capital Advisors, LLC 1020.00%0.40%1.45%Q1 2015Q3 202220
Virtu Financial LLC 710.02%0.07%0.27%Q3 2015Q3 202220
CWM, LLC 1280.00%0.00%0.00%Q3 2018Q3 202320
CATAWBA CAPITAL MANAGEMENT /VA 1910.05%0.16%0.22%Q2 2013Q2 201820
STATE STREET CORP 19190.00%0.00%0.00%Q2 2013Q4 201719
SIMPLEX TRADING, LLC 610.00%0.01%0.03%Q4 2014Q4 202219
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.03%0.07%Q3 2018Q3 202319
SOUTH TEXAS MONEY MANAGEMENT LTD 19190.01%0.03%0.04%Q2 2013Q4 201719
ENTERPRISE FINANCIAL SERVICES CORP 19190.01%0.02%0.05%Q2 2013Q4 201719
Sabal Trust CO 19190.02%0.05%0.07%Q2 2013Q4 201719
BAHL & GAYNOR INC 19190.00%0.01%0.02%Q2 2013Q4 201719
FRONT BARNETT ASSOCIATES LLC 19190.03%0.07%0.09%Q2 2013Q4 201719
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.00%0.01%0.03%Q4 2015Q1 202018
Lee Financial Co 18180.00%0.01%0.02%Q2 2019Q3 202318
UBS AG 660.00%0.03%0.10%Q2 2013Q3 201418
NEXT Financial Group, Inc 710.00%0.01%0.06%Q3 2014Q4 202118
OPPENHEIMER & CO INC 1440.01%0.02%0.03%Q2 2013Q1 201818
Beech Hill Advisors, Inc. 18180.11%0.23%1.22%Q2 2013Q3 201718
OLD SECOND NATIONAL BANK OF AURORA 18180.01%0.01%0.02%Q2 2013Q3 201718
Cetera Advisor Networks LLC 850.00%0.01%0.02%Q3 2016Q3 202318
Commonwealth Equity Services, Inc 18180.01%0.04%0.09%Q2 2013Q3 201718
Cowen Prime Services LLC 18180.02%0.07%0.15%Q3 2016Q4 202018
Richard C. Young & CO., LTD. 18180.30%0.73%1.15%Q2 2013Q3 201718
Highlander Capital Management, LLC 18180.01%0.02%0.04%Q2 2013Q3 201718
D.A. DAVIDSON & CO. 17170.00%0.00%0.01%Q2 2013Q2 201717
TRAVELERS COMPANIES, INC. 17171.31%1.57%1.85%Q2 2013Q2 201717
Camelot Portfolios, LLC 17170.10%0.18%0.27%Q2 2013Q2 201717
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 1340.01%0.03%0.12%Q4 2014Q3 202217
ALLIANCEBERNSTEIN L.P. 17170.00%0.00%0.00%Q3 2013Q3 201717
CENTRAL TRUST Co 1110.00%0.00%0.01%Q2 2013Q3 202317
People's United Financial, Inc. 17170.00%0.00%0.00%Q2 2013Q2 201717
HAP Trading, LLC 410.00%0.07%0.43%Q4 2013Q2 202117
TRUST CO OF VERMONT 17170.00%0.00%0.00%Q2 2017Q2 202117
WFG Advisors, LP 17170.03%0.05%0.08%Q2 2013Q2 201717
Renaissance Technologies 1510.00%0.02%0.07%Q3 2013Q4 201917
Pacer Advisors, Inc. 16160.00%0.00%0.00%Q4 2019Q3 202316
First City Capital Management, Inc. 16160.13%0.27%0.42%Q2 2013Q1 201716
RMB Capital Management, LLC 1510.01%0.01%0.01%Q1 2018Q3 202316
Bank of New York Mellon Corp 16160.00%0.00%0.00%Q2 2013Q1 201716
Chicago Partners Investment Group LLC 16160.01%0.07%0.18%Q4 2014Q3 201816
Sumitomo Mitsui Trust Holdings, Inc. 1510.00%0.00%0.00%Q2 2017Q3 202116
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
COMMONWEALTH EQUITY SERVICES, LLC 1420.00%0.00%0.00%Q4 2017Q3 202316
KINGS POINT CAPITAL MANAGEMENT 16160.01%0.01%0.02%Q2 2013Q1 201716
Barrett Asset Management, LLC 16160.00%0.00%0.00%Q2 2013Q1 201716
Penn Mutual Asset Management, LLC 16160.07%0.18%0.27%Q4 2019Q3 202316
Valeo Financial Advisors, LLC 15150.00%0.00%0.01%Q3 2017Q1 202115
BLAIR WILLIAM & CO/IL 1140.00%0.00%0.00%Q2 2013Q1 201715
MSI Financial Services Inc 15150.00%0.01%0.04%Q2 2013Q4 201615
Blackstone Inc. 1410.03%0.15%0.58%Q4 2017Q3 202315
Advocacy Wealth Management Services, LLC 1320.00%0.07%0.36%Q2 2013Q4 201815
WHITENER CAPITAL MANAGEMENT, INC. 820.00%0.04%0.09%Q4 2017Q3 202315
COMMERCE BANK 15150.01%0.01%0.02%Q1 2013Q3 201615
ING GROEP NV 720.01%0.18%0.58%Q1 2015Q2 202315
BROWN BROTHERS HARRIMAN & CO 1140.00%0.00%0.00%Q1 2013Q2 202215
NATIXIS 1210.00%0.04%0.08%Q3 2017Q3 202315
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 15150.04%0.06%0.10%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.00%Q1 2020Q3 202315
MILLENNIUM MANAGEMENT LLC 810.00%0.01%0.02%Q3 2013Q2 201815
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
Avior Wealth Management, LLC 720.00%0.01%0.02%Q4 2014Q3 202015
Mosaic Family Wealth, LLC 14140.03%0.15%0.28%Q4 2015Q1 201914
AdvisorNet Financial, Inc 14140.00%0.00%0.00%Q2 2019Q3 202214
B. Riley Wealth Management, Inc. 720.00%0.11%0.34%Q1 2014Q2 202214
Parallel Advisors, LLC 1220.00%0.00%0.00%Q1 2017Q3 202014
BALYASNY ASSET MANAGEMENT L.P. 1010.00%0.54%2.10%Q3 2013Q4 201714
Sovereign Investment Advisors, LLC 13130.45%0.67%0.74%Q3 2020Q3 202313
SPIRIT OF AMERICA MANAGEMENT CORP/NY 13130.26%0.83%1.42%Q3 2014Q3 201713
Municipal Employees' Retirement System of Michigan 1030.11%0.26%0.51%Q1 2016Q2 201913
SOLARIS ASSET MANAGEMENT LLC 850.02%0.14%0.26%Q4 2013Q2 201713
FLPUTNAM INVESTMENT MANAGEMENT CO 13130.02%0.05%0.07%Q2 2013Q2 201613
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 910.00%0.01%0.03%Q1 2014Q1 202313
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 12120.02%0.02%0.03%Q4 2014Q3 201712
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
TPH Asset Management, LLC 910.10%0.92%4.12%Q2 2013Q3 201612
Lehman Financial Resources, Inc. 12120.02%0.23%0.33%Q4 2012Q3 201512
INVESTMENT CENTERS OF AMERICA INC 820.02%0.05%0.08%Q2 2013Q1 201712
UNITED CAPITAL FINANCIAL ADVISORS, LLC 12120.00%0.01%0.01%Q1 2015Q4 201712
WESTPORT RESOURCES MANAGEMENT INC 1110.01%0.02%0.02%Q2 2013Q3 201612
Bedel Financial Consulting, Inc. 840.00%0.01%0.01%Q1 2018Q1 202212
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Alerus Investment Advisors Corp 12120.00%0.01%0.01%Q2 2013Q1 201612
Allianz Asset Management GmbH 12120.00%0.01%0.02%Q1 2019Q4 202112
CoreFirst Bank & Trust 12120.00%0.00%0.00%Q4 2020Q3 202312
HSBC HOLDINGS PLC 420.00%0.01%0.02%Q2 2015Q4 201912
Kercheville Advisors, LLC 12122.67%3.57%5.38%Q4 2020Q3 202312
Ameritas Investment Partners, Inc. 310.00%0.01%0.03%Q4 2015Q3 202111
Virtu KCG Holdings LLC 410.00%0.01%0.04%Q3 2013Q2 201711
INDUS CAPITAL PARTNERS, LLC 770.26%1.56%2.96%Q2 2013Q4 201411
Center Coast Capital Advisors, LP 1011.50%4.14%5.72%Q2 2013Q4 201711
ROOSEVELT INVESTMENT GROUP LLC 740.01%0.02%0.02%Q2 2014Q3 202211
Sandy Spring Bank 830.00%0.04%0.07%Q2 2013Q3 201611
MUFG Americas Holdings Corp 11110.00%0.00%0.00%Q4 2010Q2 201311
Pinnacle Summer Investments, Inc. 11110.01%0.01%0.03%Q2 2013Q4 201511
Concord Wealth Partners 740.00%0.00%0.01%Q4 2020Q3 202311
BlackRock Inc. 650.00%0.00%0.00%Q1 2019Q3 202311
Vident Investment Advisory, LLC 11110.03%0.04%0.05%Q1 2020Q3 202211
ENVESTNET ASSET MANAGEMENT INC 510.00%0.00%0.00%Q4 2014Q3 202311
Zimmer Partners, LP 1010.01%0.14%0.29%Q4 2019Q3 202211
Penserra Capital Management LLC 1010.00%0.02%0.12%Q4 2015Q2 201911
Peak Asset Management, LLC 11110.09%0.14%0.21%Q4 2014Q2 201711
CLINTON GROUP INC 710.01%0.13%0.37%Q2 2013Q4 201711
TWO SIGMA SECURITIES, LLC 310.00%0.00%0.01%Q4 2017Q4 201911
WealthTrust Axiom LLC 10100.08%0.18%0.32%Q2 2013Q3 201510
Plante Moran Financial Advisors, LLC 810.00%0.03%0.06%Q2 2015Q4 202010
Geneva Advisors, LLC 10100.01%0.01%0.01%Q2 2013Q3 201510
Rafferty Asset Management, LLC 310.02%0.06%0.13%Q1 2014Q3 202010
CHILTON CAPITAL MANAGEMENT LLC 10100.20%0.30%0.37%Q2 2013Q3 201510
Baystate Wealth Management LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
DekaBank Deutsche Girozentrale 820.00%0.00%0.00%Q1 2014Q4 201610
TEACHER RETIREMENT SYSTEM OF TEXAS 10100.00%0.01%0.06%Q3 2019Q4 202110
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.01%Q2 2018Q3 202010
McQueen, Ball & Associates Inc. 820.14%0.17%0.19%Q4 2015Q4 201810
BerganKDV Wealth Management, LLC 10100.00%0.00%0.00%Q3 2020Q4 202210
Frontier Wealth Management LLC 10100.03%0.06%0.09%Q2 2015Q3 201710
Douglass Winthrop Advisors, LLC 810.02%0.02%0.03%Q2 2013Q2 201610
QUADRANT CAPITAL GROUP LLC 910.00%0.00%0.01%Q4 2015Q2 202210
Pinnacle Bancorp, Inc. 910.00%0.01%0.02%Q1 2017Q4 202010
Covenant Multifamily Offices, LLC 610.02%0.36%0.85%Q4 2015Q3 202110
TIEDEMANN ADVISORS, LLC 10100.03%1.38%2.36%Q3 2013Q4 201510
MAI Capital Management 10100.03%0.07%0.12%Q2 2013Q3 201510
PRIVATE TRUST CO NA 10100.41%0.48%0.56%Q1 2013Q2 201510
ProVise Management Group, LLC 10100.07%0.17%0.26%Q2 2013Q3 201510
IMA Wealth, Inc. 910.00%0.01%0.10%Q3 2013Q4 202210
MetLife Investment Management, LLC 550.01%0.03%0.06%Q3 2018Q1 202110
CITY NATIONAL BANK 10100.08%0.16%0.30%Q2 2013Q3 201510
NATIONAL PLANNING CORP 10100.02%0.02%0.03%Q2 2013Q3 201510
Russell Investments Group, Ltd. 710.00%0.00%0.00%Q3 2018Q1 20219
JOHNSON INVESTMENT COUNSEL INC 990.01%0.01%0.01%Q3 2015Q3 20179
Avalon Investment & Advisory 990.02%0.03%0.04%Q3 2015Q3 20179
TORONTO DOMINION BANK 990.00%0.00%0.00%Q1 2016Q1 20189
BBVA USA Bancshares, Inc. 990.03%0.04%0.05%Q2 2013Q2 20159
SIGNET FINANCIAL MANAGEMENT, LLC 710.00%0.18%0.34%Q4 2015Q4 20219
CLEAR STREET MARKETS LLC 510.00%0.04%0.25%Q1 2014Q4 20229
Icon Wealth Partners, LLC 810.01%0.08%0.11%Q4 2017Q3 20239
THOMPSON DAVIS & CO., INC. 810.01%0.05%0.27%Q2 2014Q3 20189
GOFEN & GLOSSBERG LLC /IL/ 990.01%0.01%0.02%Q2 2013Q2 20159
ASSETMARK, INC 990.00%0.00%0.00%Q4 2015Q4 20179
Mariner Wealth Advisors-Cincinnati, LLC 990.01%0.03%0.04%Q1 2016Q1 20189
Professional Financial Advisors, LLC 990.00%0.00%0.01%Q3 2020Q3 20229
Estabrook Capital Management 990.00%0.00%0.00%Q4 2013Q4 20159
Brick & Kyle, Associates 990.01%0.01%0.01%Q4 2014Q4 20169
WOLVERINE ASSET MANAGEMENT LLC 550.00%0.00%0.01%Q3 2013Q3 20149
Virtus ETF Advisers LLC 720.09%0.64%1.47%Q1 2016Q4 20189
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 720.00%0.01%0.04%Q4 2018Q2 20219
Avidian Wealth Solutions, LLC 990.03%0.05%0.07%Q1 2021Q1 20239
MARK ASSET MANAGEMENT LP 990.07%0.09%0.10%Q3 2013Q3 20159
TIEDEMANN TRUST CO 990.56%0.70%0.96%Q2 2013Q2 20159
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 620.00%0.09%0.21%Q1 2018Q3 20208
AVANTAX ADVISORY SERVICES, INC. 880.00%0.00%0.01%Q4 2019Q3 20218
FARMERS & MERCHANTS INVESTMENTS INC 710.00%0.00%0.00%Q1 2020Q3 20238
WELLINGTON MANAGEMENT GROUP LLP 620.00%0.00%0.00%Q2 2017Q3 20198
Curbstone Financial Management Corp 880.14%0.26%0.38%Q1 2014Q4 20158
Castleton Investment Management LLC 710.29%0.71%1.23%Q3 2016Q3 20188
Firestone Capital Management 880.01%0.02%0.03%Q4 2019Q3 20218
Timber Hill LLC 610.00%0.01%0.01%Q2 2013Q1 20178
U.S. Capital Wealth Advisors, LLC 880.03%0.05%0.07%Q3 2021Q2 20238
PIN OAK INVESTMENT ADVISORS INC 710.00%0.01%0.02%Q4 2017Q2 20208
WESTWOOD HOLDINGS GROUP INC 440.01%0.03%0.10%Q3 2019Q3 20238
Crumly & Associates Inc. 880.09%0.14%0.20%Q4 2021Q3 20238
Detwiler Fenton Investment Management LLC 880.26%0.40%0.65%Q2 2011Q1 20138
Vestcor Inc 440.00%0.00%0.01%Q4 2019Q3 20228
Kovack Advisors, Inc. 880.05%0.07%0.09%Q4 2017Q3 20198
Sonora Investment Management, LLC 880.00%0.00%0.00%Q2 2019Q1 20218
Edgemoor Investment Advisors, Inc. 620.03%0.10%0.29%Q2 2013Q3 20158
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
FIDUCIARY ASSET MANAGEMENT LLC 880.05%0.05%0.05%Q2 2013Q1 20158
Evercore Wealth Management, LLC 530.00%0.00%0.01%Q4 2014Q1 20178
Fractal Investments LLC 881.10%1.41%2.31%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
WBH ADVISORY INC 710.07%0.09%0.10%Q2 2013Q2 20158
Fortitude Advisory Group L.L.C. 770.13%0.30%0.47%Q4 2021Q2 20238
J.P. Morgan Private Wealth Advisors LLC 410.00%0.00%0.02%Q4 2013Q2 20228
OPTIMUM INVESTMENT ADVISORS 710.01%0.06%0.07%Q3 2013Q2 20188
F&V Capital Management, LLC 880.08%0.09%0.12%Q4 2021Q3 20238
SUNTRUST BANKS INC 620.00%0.00%0.00%Q2 2013Q2 20158
Waverly Advisors, LLC 530.01%0.02%0.05%Q3 2013Q3 20158
AQR Capital Management 710.00%0.00%0.00%Q4 2012Q4 20148
Creegan & Nassoura Financial Group, LLC 881.25%1.48%1.73%Q4 2014Q3 20168
TFO Wealth Partners, LLC 410.00%0.00%0.01%Q4 2019Q4 20217
BROWN ADVISORY INC 610.00%0.00%0.00%Q3 2018Q3 20237
TELEMUS CAPITAL, LLC 770.02%0.03%0.07%Q3 2017Q1 20197
Antonetti Capital Management LLC 410.00%0.03%0.12%Q2 2010Q2 20227
Independent Advisor Alliance 410.01%0.02%0.04%Q3 2018Q3 20207
Index Management Solutions, LLC 770.00%0.23%0.35%Q2 2013Q4 20147
Archer Investment Corp 770.06%0.12%0.18%Q4 2018Q2 20207
Brown Advisory Securities, LLC 770.02%0.06%0.10%Q3 2018Q1 20207
Stonebridge Capital Advisors LLC 520.00%0.00%0.00%Q2 2019Q2 20217
BENJAMIN F. EDWARDS & COMPANY, INC. 770.00%0.01%0.02%Q3 2016Q1 20187
Bleichroeder LP 770.83%1.20%1.78%Q4 2019Q2 20217
Hirtle Callaghan & Co LLC 610.00%0.01%0.02%Q3 2013Q2 20177
HRT FINANCIAL LP 210.00%0.03%0.10%Q2 2018Q3 20237
Integrated Wealth Management 770.00%0.01%0.01%Q1 2015Q3 20167
Liberty Capital Management, Inc. 770.05%0.05%0.06%Q1 2022Q3 20237
Joel Isaacson & Co., LLC 770.00%0.01%0.01%Q2 2015Q4 20167
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
MARSHALL WACE, LLP 310.00%0.04%0.09%Q2 2015Q3 20217
Fieldpoint Private Securities, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Gateway Advisory, LLC 610.04%0.07%0.11%Q2 2020Q3 20237
SPOT TRADING L.L.C. 220.00%0.01%0.02%Q2 2017Q3 20176
COMMERZBANK AKTIENGESELLSCHAFT /FI 310.01%0.03%0.07%Q3 2013Q1 20166
Acrospire Investment Management LLC 660.01%0.04%0.06%Q1 2016Q2 20176
HABERER REGISTERED INVESTMENT ADVISOR INC 660.00%0.00%0.00%Q2 2013Q3 20146
Crosspoint Capital Strategies, LLC 420.01%0.09%0.48%Q4 2013Q4 20156
NEW ENGLAND SECURITIES CORP /MA/ 660.01%0.01%0.02%Q3 2013Q4 20146
Destination Wealth Management 660.00%0.00%0.00%Q1 2018Q2 20196
SeaCrest Wealth Management, LLC 660.00%0.00%0.01%Q4 2017Q1 20196
PEAPACK GLADSTONE FINANCIAL CORP 420.01%0.01%0.02%Q3 2014Q4 20196
AE Wealth Management LLC 510.00%0.00%0.01%Q1 2022Q3 20236
B. Riley Wealth Advisors, Inc. 410.00%0.01%0.01%Q2 2014Q2 20236
Energy Income Partners, LLC 660.14%0.49%1.44%Q2 2013Q3 20146
Quad-Cities Investment Group, LLC 660.00%0.00%0.01%Q2 2018Q3 20196
PITTENGER & ANDERSON INC 660.00%0.00%0.00%Q2 2014Q3 20156
Affiance Financial, LLC 510.20%0.91%1.50%Q4 2014Q2 20166
Certified Advisory Corp 660.00%0.00%0.00%Q4 2017Q1 20196
Investors Capital Advisory Services 660.04%0.13%0.28%Q2 2013Q3 20146
SECURIAN ASSET MANAGEMENT, INC 660.02%0.03%0.04%Q1 2021Q2 20226
SignalPoint Asset Management, LLC 420.08%0.10%0.12%Q4 2013Q2 20156
SEI INVESTMENTS CO 420.00%0.00%0.00%Q4 2015Q2 20186
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20236
EXCHANGE TRADED CONCEPTS, LLC 330.00%0.03%0.08%Q2 2022Q4 20236
Edge Advisors, LLC 660.00%0.01%0.02%Q4 2016Q1 20186
CAPITAL ADVISORS INC/OK 660.07%0.09%0.11%Q3 2013Q4 20146
GHP Investment Advisors, Inc. 660.06%0.07%0.08%Q1 2014Q2 20156
FMR LLC 210.00%0.00%0.00%Q4 2018Q1 20236
KEELEY ASSET MANAGEMENT CORP 660.01%0.01%0.02%Q2 2013Q3 20146
Kazazian Asset Management, LLC 660.77%1.23%1.54%Q4 2017Q1 20196
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 660.01%0.03%0.10%Q2 2020Q3 20216
Quent Capital, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
FIRST INTERSTATE BANK 550.00%0.00%0.00%Q3 2015Q3 20165
Terra Nova Asset Management LLC 550.22%0.31%0.43%Q1 2015Q1 20165
NewEdge Advisors, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
SALEM INVESTMENT COUNSELORS INC 210.00%0.02%0.03%Q2 2014Q1 20195
WASHINGTON TRUST Co 410.00%0.00%0.00%Q2 2018Q4 20205
Wealthspire Advisors, L.P. 320.00%0.00%0.00%Q2 2017Q1 20195
Intercontinental Wealth Advisors, LLC 550.01%0.01%0.02%Q4 2018Q4 20195
AMERICAN FINANCIAL GROUP INC 550.05%0.05%0.06%Q3 2022Q3 20235
Clearstead Advisors, LLC 320.00%0.00%0.01%Q2 2022Q3 20235
Wood Investment Counsel LLC 410.04%0.05%0.06%Q2 2013Q3 20145
PSI Advisors, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Baird Financial Group, Inc. 550.00%0.01%0.01%Q4 2015Q4 20165
Sunbelt Securities, Inc. 320.00%0.03%0.08%Q3 2019Q3 20235
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Clearstead Trust, LLC 550.03%0.12%0.18%Q4 2016Q4 20175
WHITTIER TRUST CO 550.00%0.00%0.00%Q2 2022Q2 20235
DRIEHAUS CAPITAL MANAGEMENT LLC 410.03%0.15%0.26%Q1 2014Q1 20165
IFC Holdings Incorporated/FL 550.03%0.04%0.05%Q4 2016Q4 20175
Gupta Wealth Management LLC 550.02%0.03%0.04%Q1 2015Q1 20165
Hilton Capital Management, LLC 550.01%0.01%0.01%Q3 2018Q3 20195
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 551.59%2.00%2.50%Q2 2013Q2 20145
COMMONWEALTH BANK OF AUSTRALIA 410.00%0.00%0.01%Q2 2013Q3 20145
MML INVESTORS SERVICES, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
United Asset Strategies, Inc. 550.09%0.10%0.11%Q2 2014Q2 20155
WASHINGTON TRUST BANK 550.06%0.08%0.12%Q1 2014Q1 20155
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 550.00%0.00%0.01%Q3 2013Q3 20145
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.01%0.01%Q2 2015Q3 20165
METROPOLITAN LIFE INSURANCE CO/NY 550.01%0.02%0.02%Q2 2017Q2 20185
Linscomb & Williams, Inc. 410.02%0.03%0.06%Q4 2014Q3 20235
Bluefin Trading, LLC 220.01%0.17%0.73%Q2 2014Q3 20145
Jump Financial, LLC 310.01%0.03%0.05%Q3 2020Q2 20235
Cypress Capital Management LLC (WY) 550.02%0.02%0.02%Q4 2014Q4 20155
MONROE BANK & TRUST/MI 550.03%0.04%0.05%Q2 2013Q2 20145
Sigma Planning Corp 310.02%0.02%0.03%Q4 2015Q3 20175
Financial Architects, Inc 410.00%0.01%0.01%Q3 2014Q2 20175
Belmont Global Advisors, Inc. 550.32%0.37%0.41%Q4 2013Q4 20145
Liberty Mutual Group Asset Management Inc. 320.05%0.08%0.10%Q2 2013Q2 20165
Weiss Multi-Strategy Advisers LLC 110.03%0.06%0.11%Q3 2013Q4 20174
FIRST FINANCIAL CORP /IN/ 440.01%0.01%0.01%Q2 2013Q1 20144
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q4 2018Q1 20214
Global Endowment Management, LP 210.17%0.33%0.44%Q2 2013Q4 20144
Quantbot Technologies LP 110.00%0.01%0.02%Q4 2013Q3 20164
BIGLARI CAPITAL CORP. 440.11%0.15%0.18%Q1 2018Q4 20184
KANALY TRUST CO 440.00%0.01%0.01%Q4 2013Q3 20144
BP CAPITAL FUND ADVISORS, LLC 440.31%0.68%1.32%Q2 2016Q1 20174
Marshall Wace North America L.P. 210.00%0.01%0.01%Q4 2017Q2 20214
OneDigital Investment Advisors LLC 310.00%0.00%0.00%Q2 2017Q2 20184
PRUDENTIAL PLC 440.01%0.01%0.01%Q1 2017Q4 20174
WADDELL & REED FINANCIAL INC 440.01%0.03%0.03%Q2 2015Q1 20164
CAMG Solamere Management, LLC 440.12%0.17%0.21%Q4 2016Q3 20174
AGF Investments LLC 440.01%0.02%0.03%Q4 2016Q3 20174
Corient Private Wealth LLC 440.00%0.00%0.00%Q4 2022Q3 20234
GraniteShares Advisors LLC 440.36%0.49%0.60%Q4 2021Q3 20224
RFP Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
Gary Goldberg Planning Services Inc 440.20%0.25%0.36%Q2 2013Q1 20144
Capital Investment Advisory Services, LLC 440.00%0.00%0.01%Q4 2018Q3 20194
Patriot Financial Group Insurance Agency, LLC 440.01%0.02%0.03%Q2 2017Q1 20184
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 440.00%0.00%0.00%Q4 2022Q3 20234
Nine Chapters Capital Management LLC 440.05%0.16%0.38%Q4 2013Q3 20144
BEACH INVESTMENT COUNSEL INC/PA 440.03%0.05%0.10%Q1 2013Q4 20134
ASSOCIATED BANC-CORP 440.00%0.00%0.00%Q1 2020Q4 20204
LEVEL FOUR ADVISORY SERVICES, LLC 310.01%0.02%0.04%Q4 2016Q4 20194
Nuveen Fund Advisors, LLC 440.03%0.06%0.10%Q2 2016Q1 20174
Maryland State Retirement & Pension System 440.01%0.03%0.04%Q4 2022Q3 20234
BASSO CAPITAL MANAGEMENT, L.P. 440.18%0.22%0.24%Q4 2022Q3 20234
Probity Advisors, Inc. 440.08%0.10%0.11%Q2 2016Q1 20174
Private Ocean, LLC 440.05%0.06%0.07%Q4 2013Q3 20144
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 441.83%2.19%2.76%Q2 2013Q1 20144
DONALDSON CAPITAL MANAGEMENT, LLC 440.09%0.10%0.11%Q2 2011Q1 20124
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Jefferies Group LLC 220.00%0.01%0.01%Q2 2015Q3 20153
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.01%Q1 2023Q3 20233
SpiderRock Advisors, LLC 110.00%0.06%0.16%Q2 2017Q2 20173
AlphaMark Advisors, LLC 330.10%0.12%0.13%Q1 2017Q3 20173
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
COWA, LLC 210.01%0.01%0.01%Q4 2020Q3 20223
Windsor Capital Management, LLC 210.00%0.01%0.02%Q3 2013Q3 20153
GRIMES & COMPANY, INC. 330.04%0.06%0.09%Q1 2015Q3 20153
Ballentine Partners, LLC 330.02%0.03%0.04%Q2 2017Q4 20173
Brookfield Public Securities Group LLC 330.22%0.67%0.97%Q3 2019Q1 20203
Inscription Capital, LLC 330.16%0.20%0.25%Q4 2018Q2 20193
Advisory Alpha, LLC 210.00%0.00%0.00%Q4 2019Q3 20203
MONETARY MANAGEMENT GROUP INC 330.02%0.05%0.08%Q1 2014Q3 20143
Divergent Wealth Advisors 330.01%0.01%0.01%Q1 2018Q3 20183
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q4 2015Q1 20233
Sowell Financial Services LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Summit Trail Advisors, LLC 210.01%0.06%0.15%Q4 2017Q3 20183
Signator Financial Services, Inc. 330.03%0.05%0.07%Q1 2013Q3 20133
WESTPAC BANKING CORP 110.01%0.01%0.01%Q3 2018Q3 20193
HIGHLAND CAPITAL MANAGEMENT LP 330.03%0.03%0.03%Q1 2015Q3 20153
SABBY MANAGEMENT, LLC 110.07%0.19%0.41%Q2 2013Q2 20133
MARK SHEPTOFF FINANCIAL PLANNING, LLC 330.01%0.01%0.01%Q1 2014Q3 20143
NOMURA HOLDINGS INC 210.00%0.01%0.02%Q3 2014Q3 20233
MANCHESTER FINANCIAL INC 330.00%0.00%0.00%Q3 2020Q1 20213
Airain ltd 330.01%0.02%0.02%Q1 2015Q3 20153
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.02%0.03%0.03%Q2 2022Q4 20223
Squar Milner Financial Services LLC 330.00%0.01%0.02%Q4 2018Q2 20193
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
Lowe Wealth Advisors, LLC 330.04%0.04%0.04%Q4 2014Q2 20153
Pathway Financial Advisors LLC 330.01%0.01%0.01%Q4 2017Q2 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.04%Q4 2017Q3 20183
MASSMUTUAL TRUST CO FSB/ADV 210.00%0.01%0.01%Q4 2013Q1 20153
Perella Weinberg Partners Capital Management LP 330.25%0.29%0.34%Q4 2018Q2 20193
Seven Post Investment Office LP 330.14%0.15%0.16%Q1 2019Q3 20193
MURPHY CAPITAL MANAGEMENT INC 330.04%0.04%0.05%Q2 2014Q4 20143
W.G. Shaheen & Associates DBA Whitney & Co 330.00%0.00%0.01%Q1 2018Q3 20183
Aris Wealth Services, Inc. 330.01%0.02%0.02%Q1 2015Q3 20153
Salomon & Ludwin, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.01%Q2 2015Q3 20152
Steigerwald, Gordon & Koch Inc. 220.11%0.11%0.11%Q2 2014Q3 20142
STANCORP INVESTMENT ADVISERS INC 220.04%0.06%0.08%Q4 2014Q1 20152
Aveo Capital Partners, LLC 220.06%0.07%0.08%Q4 2016Q1 20172
ADVANTAGE INVESTMENT MANAGEMENT, LLC 220.01%0.01%0.01%Q3 2016Q4 20162
Bellwether Investment Group, LLC 110.07%0.08%0.08%Q2 2016Q4 20162
Avantax Planning Partners, Inc. 110.01%0.01%0.01%Q1 2018Q3 20182
ALTERNA WEALTH MANAGEMENT, INC 220.25%0.26%0.26%Q3 2019Q4 20192
ArchPoint Investors 220.04%0.04%0.04%Q2 2017Q3 20172
IHT Wealth Management, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
Endurance Wealth Management, Inc. 220.01%0.01%0.01%Q2 2015Q3 20152
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
VICTORY CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2022Q4 20222
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Quadrature Capital Ltd 110.11%0.30%0.50%Q3 2015Q1 20162
HOLLENCREST CAPITAL MANAGEMENT 110.14%0.16%0.17%Q2 2016Q1 20172
Meridian Wealth Partners, LLC 110.00%0.01%0.01%Q4 2019Q1 20212
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.73%1.59%2.45%Q3 2014Q4 20142
FOX RUN MANAGEMENT, L.L.C. 110.17%0.30%0.43%Q4 2015Q2 20162
Harfst & Associates, Inc. 220.01%0.01%0.01%Q2 2015Q3 20152
Summit Financial, LLC 220.02%0.06%0.09%Q4 2019Q1 20202
CENTAURUS FINANCIAL, INC. 220.00%0.01%0.02%Q2 2018Q3 20182
DUBUQUE BANK & TRUST CO 220.00%0.00%0.00%Q4 2018Q1 20192
WHITTIER TRUST CO OF NEVADA INC 220.00%0.00%0.00%Q2 2013Q3 20132
Charles Schwab Trust Co 220.08%0.09%0.10%Q3 2019Q4 20192
Laurel Wealth Advisors, Inc. 220.23%0.23%0.24%Q4 2015Q1 20162
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Paragon Capital Management LLC 220.00%0.00%0.00%Q1 2019Q2 20192
PUTNAM INVESTMENTS LLC 220.00%0.00%0.00%Q4 2014Q1 20152
COMERICA BANK 220.00%0.00%0.00%Q2 2013Q3 20132
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Well Done, LLC 110.00%0.00%0.00%Q1 2018Q4 20182
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 220.00%0.00%0.00%Q4 2022Q1 20232
WEST CHESTER CAPITAL ADVISORS, INC 220.23%0.31%0.39%Q2 2014Q3 20142
Akre Capital Management 221.74%1.96%2.17%Q2 2013Q3 20132
Intersect Capital LLC 220.02%0.02%0.02%Q4 2014Q1 20152
CFS, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
Gradient Investments LLC 110.00%0.00%0.00%Q2 2013Q4 20162
Magnetar Financial LLC 220.30%0.33%0.36%Q2 2013Q3 20132
FINANCIAL COUNSELORS INC 220.02%0.02%0.02%Q2 2013Q3 20132
HITE Hedge Asset Management LLC 220.20%0.28%0.37%Q4 2017Q1 20182
Carnegie Capital Asset Management, LLC 220.08%0.09%0.10%Q2 2013Q3 20132
ICON ADVISERS INC/CO 220.30%0.49%0.68%Q2 2023Q3 20232
Sendero Wealth Management, LLC 220.25%0.25%0.25%Q2 2023Q3 20232
Sterneck Capital Management, LLC 220.45%0.47%0.49%Q2 2013Q3 20132
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
KMS FINANCIAL SERVICES, INC 220.03%0.03%0.03%Q2 2014Q3 20142
Leap Investments LP 220.31%0.52%0.72%Q4 2019Q1 20202
MCKINLEY CAPITAL MANAGEMENT LLC 220.03%0.03%0.03%Q2 2017Q3 20172
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 221.92%2.08%2.25%Q3 2018Q4 20182
FineMark National Bank & Trust 110.00%0.00%0.01%Q2 2013Q4 20162
FinTrust Capital Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Cavalier Investments, LLC 220.16%0.19%0.21%Q4 2022Q1 20232
Belpointe Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Accel Wealth Management 220.00%0.00%0.00%Q4 2022Q1 20232
TRUIST FINANCIAL CORP 220.01%0.02%0.02%Q2 2013Q3 20132
Ferris Capital, LLC 110.02%0.04%0.07%Q2 2017Q1 20182
Impact Partnership Wealth, LLC 220.00%0.02%0.03%Q2 2023Q3 20232
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2013Q3 20132
PRELUDE CAPITAL MANAGEMENT, LLC 110.00%0.02%0.03%Q1 2014Q3 20152
MOODY LYNN & LIEBERSON, LLC 220.06%0.09%0.13%Q2 2013Q3 20132
Savitr Capital, LLC 220.41%0.74%1.06%Q1 2014Q2 20142
OMERS ADMINISTRATION Corp 220.04%0.04%0.04%Q1 2018Q2 20182
ADIRONDACK TRUST CO 220.01%0.01%0.02%Q4 2015Q1 20162
Balentine LLC 220.00%0.00%0.01%Q2 2017Q3 20172
RQSI Ltd 220.24%0.32%0.40%Q4 2014Q1 20152
Green Owl Capital Management, LLC 110.01%0.95%1.90%Q4 2014Q4 20142
Diversified Trust Co 220.02%0.02%0.03%Q2 2017Q3 20172
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
ROCKEFELLER FINANCIAL SERVICES INC 220.01%0.01%0.02%Q3 2017Q4 20172
1834 INVESTMENT ADVISORS CO 220.00%0.00%0.00%Q4 2017Q1 20182
ACADIAN ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2019Q4 20202
GREEN ARROW CAPITAL MANAGEMENT LLC 220.29%0.45%0.62%Q1 2015Q2 20152
Donald L. Hagan, LLC 110.02%0.02%0.02%Q3 2015Q1 20162
SOUTH GEORGIA CAPITAL, LLC 220.06%0.07%0.08%Q4 2013Q1 20142
Koshinski Asset Management, Inc. 220.00%0.00%0.00%Q3 2021Q4 20212
Lenox Wealth Advisors, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Hudock, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.00%Q4 2014Q1 20152
TVR Capital Management LP 223.91%4.45%4.98%Q2 2018Q3 20182
Jane Street Holding, LLC 220.01%0.01%0.01%Q3 2013Q4 20132
Crossvault Capital Management LLC 220.21%0.23%0.24%Q2 2015Q3 20152
MATRIX PRIVATE CAPITAL GROUP LLC 110.25%0.25%0.25%Q4 2019Q4 20191
Qube Research & Technologies Ltd 110.01%0.01%0.01%Q4 2020Q4 20201
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Santori & Peters, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
MAPLE SECURITIES USA INC 110.02%0.02%0.02%Q2 2013Q2 20131
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Capital Asset Advisory Services LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
State of Wyoming 110.05%0.05%0.05%Q3 2023Q3 20231
B. Riley Securities, Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q3 2023Q3 20231
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
DOHENY ASSET MANAGEMENT /CA 110.52%0.52%0.52%Q2 2013Q2 20131
COHEN & STEERS CAPITAL MANAGEMENT INC 110.04%0.04%0.04%Q1 2015Q1 20151
Retirement Planning Co of New England, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
FORA Capital, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Olympiad Research LP 110.05%0.05%0.05%Q1 2022Q1 20221
Omnia Family Wealth, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Spectrum Management Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
INTEGRATED WEALTH COUNSEL, LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Jenkins Wealth 110.14%0.14%0.14%Q4 2022Q4 20221
EXENCIAL WEALTH ADVISORS, LLC 110.06%0.06%0.06%Q1 2013Q1 20131
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Level Financial Advisors 110.00%0.00%0.00%Q4 2021Q4 20211
ELEMENT CAPITAL MANAGEMENT LLC 110.02%0.02%0.02%Q2 2018Q2 20181
GALAXY CAPITAL TRADING LTD 110.02%0.02%0.02%Q4 2013Q4 20131
TradeLink Capital LLC 112.52%2.52%2.52%Q2 2017Q2 20171
ICA Group Wealth Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
CastleArk Alternatives, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
FLOW TRADERS U.S. LLC 110.00%0.00%0.00%Q3 2013Q3 20131
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q1 2022Q1 20221
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
First Allied Advisory Services, Inc. 110.03%0.03%0.03%Q1 2015Q1 20151
Avestar Capital, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
NAVELLIER & ASSOCIATES INC 110.07%0.07%0.07%Q3 2018Q3 20181
LEAVELL INVESTMENT MANAGEMENT, INC. 110.05%0.05%0.05%Q2 2013Q2 20131
B. Riley Financial, Inc. 110.05%0.05%0.05%Q4 2022Q4 20221
WEDBUSH SECURITIES INC 110.07%0.07%0.07%Q3 2013Q3 20131
FIRST FINANCIAL EQUITY CORPORATION 110.27%0.27%0.27%Q1 2017Q1 20171
SIGNATUREFD, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
CenterStar Fund, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Capital Bank & Trust Co 110.00%0.00%0.00%Q3 2018Q3 20181
ARGENTIERE CAPITAL AG 110.30%0.30%0.30%Q2 2014Q2 20141
KELLEHER FINANCIAL ADVISORS 110.01%0.01%0.01%Q1 2016Q1 20161
CAPITAL CITY TRUST CO/FL 110.01%0.01%0.01%Q2 2013Q2 20131
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.02%0.02%Q4 2017Q4 20171
Cornerstone Wealth Management, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
JS Capital Management LLC 110.05%0.05%0.05%Q3 2019Q3 20191
FIRST NEW YORK SECURITIES LLC /NY 110.02%0.02%0.02%Q3 2014Q3 20141
Lindbrook Capital, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
HOWE & RUSLING INC 110.00%0.00%0.00%Q2 2016Q2 20161
Royal Fund Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Csenge Advisory Group 110.00%0.00%0.00%Q3 2018Q3 20181
Golden State Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Caption Management, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Ancora Advisors LLC 110.00%0.00%0.00%Q4 2016Q4 20161
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Global Retirement Partners, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Counterpoint Mutual Funds LLC 110.10%0.10%0.10%Q1 2023Q1 20231
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
HALL LAURIE J TRUSTEE 110.01%0.01%0.01%Q3 2018Q3 20181
Elliott Investment Management L.P. 110.00%0.00%0.00%Q2 2023Q2 20231
ASSET MANAGEMENT CORP /IL/ /ADV 110.19%0.19%0.19%Q4 2019Q4 20191
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Manchester Capital Management LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Jackson, Grant Investment Advisers, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
BRR OpCo, LLC 110.06%0.06%0.06%Q3 2022Q3 20221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.02%0.02%0.02%Q2 2018Q2 20181
Bristol Advisors, LLC 111.40%1.40%1.40%Q3 2018Q3 20181
Timber Creek Capital Management LLC 110.01%0.01%0.01%Q3 2013Q3 20131
Country Club Trust Company, n.a. 110.18%0.18%0.18%Q2 2013Q2 20131
Catamount Wealth Management 110.01%0.01%0.01%Q1 2017Q1 20171
Alpha Cubed Investments, LLC 110.05%0.05%0.05%Q3 2021Q3 20211
CADENCE CAPITAL MANAGEMENT LLC 110.11%0.11%0.11%Q3 2017Q3 20171
Capital Investment Advisors, LLC 110.02%0.02%0.02%Q3 2014Q3 20141
Permanens Capital L.P. 110.06%0.06%0.06%Q4 2014Q4 20141
ProShare Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
BlueCrest Capital Management Ltd 110.02%0.02%0.02%Q3 2014Q3 20141
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
Legacy Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
MinichMacGregor Wealth Management, LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Intrinsic Edge Capital Management LLC 110.82%0.82%0.82%Q4 2019Q4 20191
Americana Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Claraphi Advisory Network, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Ghisallo Capital Management LLC 110.54%0.54%0.54%Q3 2023Q3 20231
MILLER HOWARD INVESTMENTS INC /NY 110.25%0.25%0.25%Q3 2023Q3 20231
McAdams Wright Ragen, Inc. 110.12%0.12%0.12%Q2 2013Q2 20131
BDO Wealth Advisors, LLC 110.03%0.03%0.03%Q2 2017Q2 20171
Claybrook Capital, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Community Bank, N.A. 110.00%0.00%0.00%Q4 2018Q4 20181
RUSHMORE INVESTMENT ADVISORS, INC. 110.06%0.06%0.06%Q2 2013Q2 20131
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
VALLEY NATIONAL ADVISERS INC 110.02%0.02%0.02%Q4 2014Q4 20141
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 110.03%0.03%0.03%Q2 2014Q2 20141
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
TradeLink Global Equity LLC 110.04%0.04%0.04%Q3 2014Q3 20141
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Houlihan Financial Resource Group, Ltd. 110.08%0.08%0.08%Q2 2023Q2 20231
HighTower Trust Company, N.A. 110.02%0.02%0.02%Q4 2016Q4 20161
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Private Advisor Group, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Allegis Investment Advisors, LLC 110.03%0.03%0.03%Q4 2015Q4 20151
SUMIT CAPITAL, LLC 111.28%1.28%1.28%Q2 2015Q2 20151
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
HoyleCohen, LLC 110.06%0.06%0.06%Q1 2018Q1 20181
Old North State Trust, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
Thomasville National Bank 110.02%0.02%0.02%Q1 2015Q1 20151
BRADLEY FOSTER & SARGENT INC/CT 110.01%0.01%0.01%Q3 2014Q3 20141
Price Capital Management, Inc. 110.32%0.32%0.32%Q2 2018Q2 20181
MARK MORRIS ET AL 110.10%0.10%0.10%Q2 2013Q2 20131
External links

This page lists all the filers that currently own NUSTAR ENERGY LP or have owned NUSTAR ENERGY LP in the past.