Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
BANK OF MONTREAL /CAN/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2016 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
GUGGENHEIM CAPITAL LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Oxbow Advisors, LLC | 12 | 12 | 0.08% | 0.92% | 1.60% | Q2 2013 | Q1 2016 | 12 |
FARMERS & MERCHANTS INVESTMENTS INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CONNING INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
KING LUTHER CAPITAL MANAGEMENT CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
FIFTH THIRD BANCORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
LPL Financial LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Creative Planning | 12 | 12 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Cutter & CO Brokerage, Inc. | 12 | 12 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q1 2016 | 12 |
AMERIPRISE FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
RAYMOND JAMES & ASSOCIATES | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
GOODWIN DANIEL L | 12 | 12 | 0.26% | 0.30% | 0.39% | Q2 2013 | Q1 2016 | 12 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Commonwealth Equity Services, Inc | 12 | 12 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q1 2016 | 12 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 12 | 12 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2016 | 12 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
JAMES INVESTMENT RESEARCH INC | 12 | 12 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q1 2016 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
US BANCORP \DE\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 12 | 12 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q1 2016 | 12 |
WESBANCO BANK INC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Plante Moran Financial Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.16% | Q2 2013 | Q1 2016 | 12 |
D.A. DAVIDSON & CO. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Bank of New York Mellon Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
LAZARD ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2016 | 12 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Bartlett & Co. LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
FIRST TRUST ADVISORS LP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
MARINER INVESTMENT GROUP LLC | 11 | 11 | 0.27% | 0.70% | 1.04% | Q3 2013 | Q1 2016 | 11 |
RAYMOND JAMES TRUST N.A. | 8 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 10 |
PINNACLE ASSOCIATES LTD | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2016 | 10 |
Vantage Investment Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q1 2016 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.32% | 0.37% | 0.41% | Q4 2013 | Q1 2016 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
Capital Investment Advisors, LLC | 10 | 10 | 0.20% | 0.24% | 0.27% | Q4 2013 | Q1 2016 | 10 |
SignalPoint Asset Management, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q1 2016 | 10 |
MONETARY MANAGEMENT GROUP INC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q1 2016 | 10 |
HL FINANCIAL SERVICES LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Raymond James Financial Services Advisors, Inc. | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 10 |
HOLLENCREST CAPITAL MANAGEMENT | 10 | 10 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q1 2016 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q4 2015 | 10 |
Richard C. Young & CO., LTD. | 10 | 10 | 0.32% | 0.61% | 0.73% | Q3 2013 | Q4 2015 | 10 |
GM Advisory Group, LLC | 10 | 10 | 0.14% | 0.26% | 0.57% | Q4 2013 | Q1 2016 | 10 |
Silver Lake Advisory, LLC | 8 | 1 | 0.76% | 1.23% | 1.91% | Q4 2013 | Q1 2016 | 9 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 9 | 0.07% | 0.09% | 0.10% | Q1 2014 | Q1 2016 | 9 |
Sequoia Financial Advisors, LLC | 9 | 9 | 0.38% | 0.61% | 0.76% | Q4 2013 | Q4 2015 | 9 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2016 | 9 |
NORTHERN TRUST CORP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.09% | 0.42% | 0.75% | Q2 2013 | Q2 2015 | 9 |
SIT INVESTMENT ASSOCIATES INC | 9 | 9 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q2 2015 | 9 |
CIBC Private Wealth Group, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
WASHINGTON TRUST BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
Edge Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2016 | 8 |
DEUTSCHE BANK AG\ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Veritable, L.P. | 8 | 8 | 0.03% | 0.25% | 0.59% | Q4 2012 | Q3 2014 | 8 |
Karpus Management, Inc. | 6 | 2 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2015 | 8 |
MUFG Americas Holdings Corp | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q1 2015 | 8 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2016 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 8 |
First City Capital Management, Inc. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 8 |
Mariner, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
GREATMARK INVESTMENT PARTNERS, INC. | 7 | 7 | 0.06% | 0.07% | 0.07% | Q3 2014 | Q1 2016 | 7 |
KEMPNER CAPITAL MANAGEMENT INC. | 7 | 7 | 0.11% | 0.14% | 0.19% | Q1 2014 | Q3 2015 | 7 |
DRW Securities, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q2 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q2 2015 | 7 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.11% | 0.53% | 2.14% | Q1 2013 | Q1 2016 | 7 |
BRYN MAWR TRUST Co | 5 | 2 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q1 2016 | 7 |
Community Financial Services Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 7 |
UBS Group AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
AQR Capital Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 6 | 6 | 0.29% | 0.32% | 0.35% | Q4 2014 | Q1 2016 | 6 |
Compagnie Lombard Odier SCmA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Sigma Planning Corp | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q1 2016 | 6 |
Allen Investment Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q1 2016 | 6 |
Horizon Kinetics | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 6 |
OARSMAN CAPITAL, INC. | 4 | 2 | 0.10% | 0.11% | 0.13% | Q2 2014 | Q1 2016 | 6 |
Brick & Kyle, Associates | 6 | 6 | 0.52% | 0.60% | 0.71% | Q4 2014 | Q1 2016 | 6 |
Invesco Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Beacon Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Koshinski Asset Management, Inc. | 6 | 6 | 0.56% | 0.61% | 0.72% | Q4 2014 | Q1 2016 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Stratos Wealth Partners, LTD. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2016 | 6 |
Riggs Asset Managment Co. Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 6 |
Integrated Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
BARCLAYS PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Pointe Capital Management LLC | 5 | 5 | 0.50% | 0.57% | 0.61% | Q1 2015 | Q1 2016 | 5 |
Glenview Trust Co | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2008 | Q4 2012 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.03% | 0.10% | 0.19% | Q2 2014 | Q1 2016 | 5 |
Klingman & Associates, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 2 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q1 2016 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Private Advisor Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 5 |
Sterling Investment Advisors, Ltd. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.10% | 0.12% | 0.12% | Q2 2013 | Q2 2014 | 5 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Relative Value Partners Group, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q2 2015 | Q1 2016 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 4 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2015 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.08% | 0.10% | 0.10% | Q2 2015 | Q1 2016 | 4 |
TFS CAPITAL LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q1 2016 | 4 |
CapWealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
MACKAY SHIELDS LLC | 2 | 2 | 0.17% | 0.19% | 0.25% | Q4 2013 | Q4 2014 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q1 2016 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2015 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 2.74% | 3.06% | 3.50% | Q3 2015 | Q1 2016 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 3 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 1 | 1.08% | 1.32% | 1.62% | Q1 2015 | Q1 2016 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Liberty Street Advisors, Inc. | 3 | 3 | 2.08% | 2.35% | 2.83% | Q1 2015 | Q3 2015 | 3 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 3 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Texan Capital Management | 2 | 2 | 0.76% | 1.03% | 1.29% | Q2 2013 | Q3 2013 | 2 |
OTA Financial Group L.P. | 1 | 1 | 0.28% | 0.44% | 0.61% | Q3 2013 | Q1 2016 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
Field & Main Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q3 2012 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Community Bank & Trust, Waco, Texas | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q1 2016 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q2 2015 | 2 |
Marathon Partners Equity Management, LLC | 2 | 2 | 0.33% | 0.42% | 0.50% | Q4 2013 | Q1 2014 | 2 |
Claren Road Asset Management, LLC | 2 | 2 | 0.99% | 1.38% | 1.78% | Q2 2013 | Q3 2013 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ROBINSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.92% | 2.42% | 2.91% | Q4 2015 | Q1 2016 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Summit Financial Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q3 2015 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Global Endowment Management, LP | 2 | 2 | 0.31% | 0.35% | 0.38% | Q4 2013 | Q1 2014 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Westchester Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2013 | Q3 2013 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2016 | Q1 2016 | 1 |
IFP Advisors, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
WFG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Atria Investments, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
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This page lists all the filers that currently own NUVEEN MUN OPPORTUNITY FD IN or have owned NUVEEN MUN OPPORTUNITY FD IN in the past.