Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 37 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 27 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
TRUIST FINANCIAL CORP | 19 | 16 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
Oxbow Advisors, LLC | 14 | 14 | 0.02% | 0.03% | 0.07% | Q3 2013 | Q3 2021 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.02% | 0.11% | 0.29% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Advisory, LLC | 26 | 26 | 0.03% | 0.16% | 0.35% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 21 |
WELCH & FORBES LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 21 |
STIFEL FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 20 |
Janney Montgomery Scott LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 19 |
LPL Financial LLC | 16 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 19 |
Sandy Spring Bank | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 18 | 18 | 0.06% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
THOMPSON DAVIS & CO., INC. | 18 | 18 | 0.00% | 0.10% | 0.21% | Q4 2013 | Q1 2018 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
AQR Arbitrage LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 15 | 1 | 0.02% | 0.16% | 0.78% | Q4 2018 | Q3 2023 | 16 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12 | 1 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 15 |
Fiera Capital Corp | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 14 | 0.02% | 0.04% | 0.13% | Q4 2016 | Q1 2020 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 14 |
XML Financial, LLC | 13 | 13 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q4 2022 | 13 |
DOLIVER ADVISORS, LP | 7 | 1 | 0.08% | 0.22% | 0.65% | Q1 2013 | Q2 2018 | 13 |
Wealthcare Advisory Partners LLC | 10 | 3 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q3 2021 | 13 |
Sound Income Strategies, LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 12 |
BURKE & HERBERT BANK & TRUST CO | 12 | 12 | 0.14% | 0.20% | 0.23% | Q2 2013 | Q1 2016 | 12 |
Graves Light Lenhart Wealth, Inc. | 7 | 5 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q2 2022 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q3 2020 | 12 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2021 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
First Horizon Advisors, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2016 | 11 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 11 |
Harbour Capital Advisors, LLC | 4 | 3 | 0.08% | 0.33% | 1.02% | Q1 2013 | Q3 2017 | 10 |
TCI Wealth Advisors, Inc. | 8 | 2 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q1 2020 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 10 |
US BANCORP \DE\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
CITIGROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
FIFTH THIRD BANCORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.14% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
1607 Capital Partners, LLC | 6 | 6 | 0.03% | 0.08% | 0.12% | Q3 2018 | Q4 2019 | 6 |
Tower Research Capital LLC (TRC) | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 6 |
RMB Capital Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
HARBOUR INVESTMENTS, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.23% | 0.29% | 0.42% | Q4 2018 | Q3 2023 | 5 |
AQR Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Wealthspire Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
AMG National Trust Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
FMR LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 4 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 4 | 4 | 0.15% | 0.18% | 0.21% | Q2 2013 | Q1 2014 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SUNTRUST BANKS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2019 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 4 |
Chesapeake Wealth Management | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
Clean Yield Group | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Saba Capital Management, L.P. | 3 | 3 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q2 2019 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q4 2014 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q2 2019 | 3 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Matisse Capital | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2017 | Q1 2018 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Suncoast Equity Management | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RPO LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
External links
This page lists all the filers that currently own NUVEEN VIRGINIA QLTY MUNCPL or have owned NUVEEN VIRGINIA QLTY MUNCPL in the past.