Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 22 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2022 | 45 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
FIFTH THIRD BANCORP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
Bartlett & Co. LLC | 26 | 13 | 0.00% | 0.07% | 0.11% | Q2 2013 | Q1 2023 | 39 |
WESBANCO BANK INC | 30 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 39 |
JAMES INVESTMENT RESEARCH INC | 28 | 8 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q1 2023 | 36 |
Karpus Management, Inc. | 33 | 2 | 0.02% | 0.40% | 1.05% | Q4 2013 | Q1 2023 | 35 |
Ancora Advisors LLC | 15 | 5 | 0.00% | 0.07% | 0.60% | Q2 2013 | Q1 2023 | 34 |
US BANCORP \DE\ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 34 |
UBS Group AG | 34 | 34 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 34 |
LPL Financial LLC | 16 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 31 |
KEYBANK NATIONAL ASSOCIATION/OH | 31 | 31 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2020 | 31 |
Raymond James Financial Services Advisors, Inc. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2022 | 28 |
Winfield Associates, Inc. | 17 | 11 | 0.01% | 0.06% | 0.16% | Q4 2013 | Q1 2022 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Fiera Capital Corp | 14 | 11 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2022 | 25 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 25 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 25 | 25 | 0.12% | 0.15% | 0.18% | Q4 2014 | Q4 2020 | 25 |
MGO ONE SEVEN LLC | 19 | 2 | 0.02% | 0.11% | 0.24% | Q4 2017 | Q1 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 21 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2023 | 21 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 12 | 2 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q3 2022 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2019 | 20 |
Aviance Capital Partners, LLC | 20 | 20 | 0.11% | 0.16% | 0.27% | Q2 2018 | Q1 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
Saba Capital Management, L.P. | 18 | 18 | 0.01% | 0.50% | 1.26% | Q4 2018 | Q1 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
SIT INVESTMENT ASSOCIATES INC | 13 | 2 | 0.01% | 0.18% | 0.45% | Q2 2013 | Q1 2023 | 17 |
ROYAL BANK OF CANADA | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 17 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2019 | 17 |
AQR Arbitrage LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 17 |
IFP Advisors, Inc | 9 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q2 2023 | 16 |
Baird Financial Group, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2019 | 16 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 15 |
ROBINSON CAPITAL MANAGEMENT, LLC | 12 | 2 | 0.19% | 1.90% | 3.85% | Q1 2018 | Q3 2022 | 14 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.01% | 0.01% | 0.04% | Q2 2017 | Q1 2023 | 14 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 9 | 5 | 0.06% | 0.24% | 0.45% | Q1 2019 | Q1 2023 | 14 |
Krilogy Financial LLC | 12 | 2 | 0.02% | 0.06% | 0.13% | Q3 2019 | Q1 2023 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Formidable Asset Management, LLC | 11 | 1 | 0.07% | 0.08% | 0.10% | Q3 2013 | Q3 2017 | 13 |
Matisse Capital | 13 | 13 | 0.09% | 0.69% | 1.68% | Q1 2020 | Q1 2023 | 13 |
Wellspring Financial Advisors, LLC | 13 | 13 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q1 2023 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
MARINER INVESTMENT GROUP LLC | 4 | 1 | 0.03% | 0.65% | 1.49% | Q4 2013 | Q3 2022 | 11 |
Venture Visionary Partners LLC | 10 | 10 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q1 2023 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 10 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2017 | 10 |
Wealth Dimensions Group, Ltd. | 10 | 10 | 0.09% | 0.17% | 0.28% | Q4 2020 | Q1 2023 | 10 |
RMB Capital Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q4 2020 | 9 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 9 |
Rockefeller Capital Management L.P. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 9 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 9 |
DOLIVER ADVISORS, LP | 4 | 2 | 0.07% | 0.19% | 0.46% | Q1 2013 | Q2 2018 | 9 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 8 | 8 | 0.05% | 0.12% | 0.16% | Q1 2020 | Q4 2021 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 8 |
Janney Montgomery Scott LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 8 |
Van Cleef Asset Management,Inc | 7 | 1 | 0.08% | 0.16% | 0.20% | Q2 2013 | Q3 2016 | 8 |
Clearstead Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 8 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2018 | 7 |
CITIGROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 7 |
Prospera Financial Services Inc | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q1 2023 | 7 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 1 | 0.00% | 0.02% | 0.02% | Q1 2015 | Q1 2018 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
AHL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.49% | 0.65% | 0.76% | Q4 2021 | Q1 2023 | 6 |
AlphaMark Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 5 | 5 | 0.10% | 0.13% | 0.17% | Q1 2020 | Q1 2021 | 5 |
Wealthquest Corp | 3 | 2 | 0.06% | 0.12% | 0.24% | Q4 2014 | Q2 2019 | 5 |
Logan Stone Capital, LLC | 5 | 5 | 0.29% | 0.66% | 0.88% | Q1 2022 | Q1 2023 | 5 |
BANK OF MONTREAL /CAN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Tyler-Stone Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2015 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
TFS CAPITAL LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
Bulldog Investors, LLP | 4 | 4 | 0.80% | 1.26% | 1.62% | Q1 2019 | Q4 2019 | 4 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q1 2023 | 3 |
Almitas Capital LLC | 3 | 3 | 0.15% | 0.40% | 0.57% | Q2 2022 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Ionic Capital Management LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 3 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 3 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q1 2019 | Q2 2019 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 2 |
RENAISSANCE GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.06% | 0.10% | 0.14% | Q1 2016 | Q3 2022 | 2 |
Atlas Wealth LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Quantedge Capital Pte Ltd | 2 | 2 | 0.04% | 0.08% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Clear Harbor Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Dakota Wealth Management | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2020 | 2 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GOLDMAN SACHS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Loeb Offshore Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Realta Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2015 | Q3 2015 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Apex Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sigma Planning Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own NUVEEN OHIO QLTY MUN INCOME or have owned NUVEEN OHIO QLTY MUN INCOME in the past.