Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BRYN MAWR TRUST Co | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 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 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.01% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 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 |
MACKAY SHIELDS LLC | 37 | 4 | 0.04% | 0.17% | 0.44% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 41 |
WealthTrust Axiom LLC | 37 | 37 | 0.04% | 0.09% | 0.13% | Q1 2014 | Q1 2023 | 37 |
Kistler-Tiffany Companies, LLC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 37 |
Private Advisor Group, LLC | 22 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 37 |
Bartlett & Co. LLC | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
VALLEY NATIONAL ADVISERS INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 18 | 14 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
Fiera Capital Corp | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Jacobi Capital Management LLC | 30 | 30 | 0.01% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 25 |
Point View Wealth Management, Inc. | 25 | 25 | 0.09% | 0.14% | 0.23% | Q1 2014 | Q1 2020 | 25 |
M&T BANK CORP | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 25 |
Karpus Management, Inc. | 11 | 4 | 0.01% | 0.06% | 0.20% | Q4 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Kavar Capital Partners, LLC | 22 | 1 | 0.06% | 0.21% | 0.34% | Q4 2013 | Q3 2020 | 24 |
PEOPLES FINANCIAL SERVICES CORP. | 24 | 24 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2021 | 24 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2023 | 23 |
ROBINSON CAPITAL MANAGEMENT, LLC | 16 | 6 | 0.31% | 0.94% | 2.44% | Q1 2018 | Q3 2023 | 22 |
SevenBridge Financial Group, LLC | 18 | 1 | 0.02% | 0.12% | 0.17% | Q2 2016 | Q1 2022 | 22 |
Aviance Capital Partners, LLC | 22 | 22 | 0.08% | 0.16% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Riggs Asset Managment Co. Inc. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Hudock, Inc. | 20 | 20 | 0.00% | 0.12% | 0.34% | Q1 2014 | Q4 2018 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11 | 1 | 0.02% | 0.10% | 0.21% | Q3 2014 | Q1 2023 | 20 |
Bank of New York Mellon Corp | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 20 |
STALEY CAPITAL ADVISERS INC | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2022 | 19 |
DOLIVER ADVISORS, LP | 10 | 1 | 0.12% | 0.35% | 1.33% | Q1 2013 | Q2 2018 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.04% | 0.06% | 0.12% | Q2 2018 | Q4 2022 | 19 |
MOTCO | 19 | 19 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2022 | 19 |
Creative Planning | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
WEST CHESTER CAPITAL ADVISORS, INC | 12 | 6 | 0.33% | 0.63% | 1.03% | Q2 2018 | Q3 2023 | 18 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 18 | 18 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q4 2022 | 18 |
Vantage Investment Advisors, LLC | 15 | 3 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2018 | 18 |
AQR Arbitrage LLC | 7 | 5 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 18 |
Cordasco Financial Network | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
BLB&B Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 15 | 2 | 0.05% | 0.30% | 0.80% | Q2 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 17 |
MARINER INVESTMENT GROUP LLC | 12 | 2 | 0.04% | 0.16% | 0.44% | Q2 2013 | Q3 2022 | 17 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 17 |
US BANCORP \DE\ | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 17 |
TOWER BRIDGE ADVISORS | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2021 | 17 |
Matisse Capital | 10 | 1 | 0.11% | 0.38% | 0.93% | Q4 2015 | Q3 2023 | 16 |
HUNTINGTON NATIONAL BANK | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q4 2012 | 16 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 16 |
RMB Capital Management, LLC | 9 | 3 | 0.01% | 0.03% | 0.08% | Q1 2015 | Q4 2020 | 16 |
Brick & Kyle, Associates | 15 | 1 | 0.48% | 0.63% | 0.70% | Q4 2014 | Q4 2018 | 16 |
Saba Capital Management, L.P. | 12 | 4 | 0.16% | 0.76% | 1.38% | Q4 2018 | Q3 2023 | 16 |
Faithward Advisors, LLC | 11 | 5 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 16 |
American Research & Management Co. | 13 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2018 | 16 |
Traynor Capital Management, Inc. | 6 | 1 | 0.02% | 0.06% | 0.12% | Q2 2015 | Q3 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Hotaling Investment Management, LLC | 14 | 14 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q1 2022 | 14 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 14 |
Realta Investment Advisors | 9 | 4 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q2 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.04% | 0.15% | Q1 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2021 | 13 |
TFS CAPITAL LLC | 6 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q2 2017 | 12 |
Capital Analysts, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2021 | 12 |
FIFTH THIRD BANCORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 12 |
Haverford Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BANK OF MONTREAL /CAN/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Financial Architects, Inc | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 12 |
DEUTSCHE BANK AG\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Almanack Investment Partners, LLC. | 7 | 4 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 11 |
HBK Sorce Advisory LLC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2022 | 10 |
Cedar Brook Financial Partners, LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Smithfield Trust Co | 9 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2017 | 10 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 10 |
HighVista Strategies LLC | 9 | 9 | 0.13% | 0.16% | 0.20% | Q1 2014 | Q1 2016 | 9 |
Domani Wealth, LLC | 9 | 9 | 0.07% | 0.07% | 0.09% | Q3 2016 | Q3 2018 | 9 |
Equitable Holdings, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2022 | 9 |
Veritable, L.P. | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2023 | 9 |
GREAT VALLEY ADVISOR GROUP, INC. | 9 | 9 | 0.01% | 0.09% | 0.32% | Q1 2020 | Q1 2022 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2014 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
McGowan Group Asset Management, Inc. | 5 | 1 | 0.29% | 0.47% | 0.61% | Q4 2014 | Q2 2019 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GUYASUTA INVESTMENT ADVISORS INC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2017 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2019 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
Benchmark Capital Advisors | 7 | 7 | 0.16% | 0.17% | 0.20% | Q2 2017 | Q4 2018 | 7 |
JAMES INVESTMENT RESEARCH INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Lehman Financial Resources, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 7 |
AQR Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.09% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Edge Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2022 | 6 |
PANAGORA ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 6 |
XML Financial, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q3 2021 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
GEODE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
JFS WEALTH ADVISORS, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Logan Stone Capital, LLC | 6 | 6 | 0.37% | 1.05% | 1.56% | Q2 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 5 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 5 | 5 | 0.12% | 0.15% | 0.16% | Q1 2014 | Q1 2015 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
P.R. Herzig & Co. Inc. | 5 | 5 | 0.19% | 0.22% | 0.26% | Q1 2014 | Q1 2015 | 5 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 5 |
SMH CAPITAL ADVISORS INC | 5 | 5 | 0.19% | 0.34% | 0.81% | Q2 2022 | Q2 2023 | 5 |
JPMORGAN CHASE & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
PenderFund Capital Management Ltd. | 5 | 5 | 0.24% | 0.59% | 0.89% | Q3 2018 | Q3 2019 | 5 |
HOWLAND CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2016 | 4 |
FOREFRONT WEALTH MANAGEMENT INC. | 4 | 4 | 0.74% | 0.82% | 0.95% | Q4 2021 | Q3 2022 | 4 |
HighTower Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Narwhal Capital Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Wellspring Financial Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Almitas Capital LLC | 4 | 4 | 0.21% | 0.74% | 1.68% | Q4 2022 | Q3 2023 | 4 |
Tortoise Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quantedge Capital Pte Ltd | 3 | 1 | 0.04% | 0.05% | 0.09% | Q4 2020 | Q4 2022 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 4 |
BARCLAYS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q1 2021 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 4 |
Ancora Advisors LLC | 4 | 4 | 0.12% | 0.43% | 0.63% | Q2 2018 | Q1 2019 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 3 |
Merriman Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.19% | 0.25% | 0.36% | Q3 2022 | Q3 2023 | 3 |
ASSETMARK, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Woodline Partners LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
RKL Wealth Management LLC | 2 | 1 | 0.10% | 0.13% | 0.15% | Q2 2016 | Q1 2017 | 3 |
Ionic Capital Management LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
GUGGENHEIM CAPITAL LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
Fort Point Capital Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Quadrant Private Wealth Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2019 | Q4 2019 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2018 | 2 |
GOLDMAN SACHS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q3 2013 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 2 |
HORAN CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 2 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Squarepoint Ops LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2015 | Q3 2015 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own NUVEEN PENNSYLVANIA QLT MUN or have owned NUVEEN PENNSYLVANIA QLT MUN in the past.