OAKTREE CAP GROUP LLC shareholder history

Current and past OAKTREE CAP GROUP LLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 25250.00%0.00%0.00%Q2 2013Q2 201967
CITIGROUP INC 25250.00%0.01%0.10%Q2 2013Q2 201953
PEAK6 Group LLC 1630.00%0.01%0.04%Q2 2013Q2 201844
Citadel Advisors 1610.00%0.00%0.00%Q3 2013Q2 201938
Walleye Trading LLC 14140.00%0.01%0.09%Q1 2016Q2 201936
Cutler Group LLC / CA 860.00%0.00%0.01%Q4 2015Q2 201935
BANK OF AMERICA CORP /DE/ 25250.00%0.01%0.04%Q2 2013Q2 201932
GOLDMAN SACHS GROUP INC 1930.00%0.01%0.05%Q2 2012Q2 201927
GARRISON BRADFORD & ASSOCIATES INC 26260.32%0.51%0.90%Q2 2013Q3 201926
US BANCORP \DE\ 26260.00%0.00%0.00%Q2 2013Q3 201926
ROYAL BANK OF CANADA 25250.00%0.01%0.02%Q2 2013Q2 201926
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 26260.00%0.01%0.01%Q2 2013Q3 201926
NEEDHAM INVESTMENT MANAGEMENT LLC 25250.60%0.84%1.18%Q2 2013Q2 201925
WELLS FARGO & COMPANY/MN 25250.00%0.00%0.01%Q2 2013Q2 201925
Neuberger Berman Group LLC 25250.00%0.02%0.04%Q2 2013Q2 201925
LADENBURG THALMANN FINANCIAL SERVICES INC. 25250.00%0.01%0.01%Q2 2013Q2 201925
ROYCE & ASSOCIATES LP 25250.02%0.09%0.36%Q2 2013Q2 201925
JPMORGAN CHASE & CO 25250.00%0.01%0.04%Q2 2013Q2 201925
FIRST FOUNDATION ADVISORS 25250.04%0.36%1.07%Q2 2013Q2 201925
FMR LLC 25250.02%0.03%0.05%Q2 2013Q2 201925
MORGAN STANLEY 25250.01%0.02%0.04%Q2 2013Q2 201925
BAMCO INC /NY/ 25250.27%0.42%0.55%Q2 2013Q2 201925
Osborn Williams & Donohoe LLC 25250.13%0.21%0.29%Q2 2013Q2 201925
RAYMOND JAMES & ASSOCIATES 25250.01%0.01%0.02%Q2 2013Q2 201925
USCA RIA LLC 25250.11%0.22%0.35%Q2 2013Q2 201925
LPL Financial LLC 25250.00%0.01%0.02%Q2 2013Q2 201925
Financial Architects, Inc 25250.02%0.20%0.69%Q2 2013Q2 201925
ADVISORY RESEARCH INC 24240.01%0.01%0.03%Q2 2013Q1 201924
UBS Group AG 19190.00%0.02%0.07%Q4 2014Q2 201924
OPPENHEIMER & CO INC 14100.01%0.03%0.11%Q2 2013Q2 201924
Global Endowment Management, LP 24240.05%3.16%6.41%Q2 2013Q1 201924
WADDELL & REED FINANCIAL INC 24240.08%0.11%0.16%Q2 2013Q1 201924
Parallax Volatility Advisers, L.P. 650.00%0.00%0.00%Q3 2014Q4 201724
WOLVERINE TRADING, LLC 730.00%0.00%0.01%Q2 2016Q2 201923
DEUTSCHE BANK AG\ 2120.00%0.01%0.03%Q3 2013Q2 201923
BANK OF MONTREAL /CAN/ 23230.00%0.01%0.07%Q4 2013Q2 201923
Horizon Kinetics 23230.31%0.54%1.05%Q2 2013Q4 201823
D.A. DAVIDSON & CO. 23230.00%0.01%0.05%Q4 2013Q2 201923
CHICKASAW CAPITAL MANAGEMENT LLC 23230.01%0.02%0.04%Q4 2013Q2 201923
Moon Capital Management, LLC 2030.90%1.74%2.57%Q3 2013Q2 201923
RBF Capital, LLC 23230.03%0.10%0.15%Q2 2013Q4 201823
MACKENZIE FINANCIAL CORP 23230.03%0.19%0.32%Q4 2013Q2 201923
K.J. Harrison & Partners Inc 23230.13%0.87%1.98%Q2 2013Q4 201823
Laurel Grove Capital, LLC 22220.29%1.02%1.57%Q2 2013Q3 201822
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2110.00%0.01%0.03%Q2 2013Q2 201922
Cambridge Investment Research Advisors, Inc. 22220.00%0.01%0.02%Q1 2014Q2 201922
TORONTO DOMINION BANK 19190.00%0.04%0.09%Q1 2013Q3 201722
HL FINANCIAL SERVICES LLC 22220.00%0.01%0.02%Q2 2013Q3 201822
BROWN ADVISORY INC 22220.00%0.01%0.01%Q1 2014Q2 201922
INTREPID CAPITAL MANAGEMENT INC 21210.71%4.17%5.50%Q1 2014Q1 201921
STIFEL FINANCIAL CORP 1920.01%0.03%0.06%Q1 2014Q2 201921
Old West Investment Management, LLC 21210.50%0.79%1.25%Q2 2013Q2 201821
HighTower Advisors, LLC 2010.01%0.02%0.11%Q2 2013Q2 201921
BARCLAYS PLC 960.00%0.01%0.11%Q2 2014Q3 201921
Capital World Investors 10100.00%0.02%0.04%Q2 2013Q2 201920
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 20200.19%0.36%0.53%Q3 2014Q2 201920
EVERETT HARRIS & CO /CA/ 20200.01%0.04%0.09%Q3 2014Q2 201920
PNC FINANCIAL SERVICES GROUP, INC. 20200.00%0.00%0.00%Q3 2014Q2 201920
Capital Investment Advisors, LLC 20200.02%0.11%0.31%Q4 2014Q3 201920
Highlander Capital Management, LLC 20200.01%0.01%0.02%Q2 2013Q1 201820
THORNBURG INVESTMENT MANAGEMENT INC 20200.07%0.25%0.50%Q3 2014Q2 201920
Creative Planning 20200.00%0.00%0.01%Q3 2014Q2 201920
ArrowMark Colorado Holdings LLC 1730.02%0.14%0.34%Q1 2014Q2 201920
Greenwich Investment Management, Inc. 1220.21%4.97%19.54%Q4 2013Q2 201920
Markel Corporation 20200.05%0.62%0.89%Q3 2014Q2 201920
Invesco Ltd. 1810.00%0.03%0.06%Q3 2013Q1 201919
Texas Yale Capital Corp. 19190.13%0.20%0.33%Q4 2014Q2 201919
Coe Capital Management, LLC 19190.16%0.53%0.78%Q4 2014Q2 201919
Hawkins Capital L.P. 19197.94%14.08%19.22%Q2 2013Q4 201719
CREDIT SUISSE AG/ 1630.00%0.03%0.21%Q1 2013Q2 201919
Janney Montgomery Scott LLC 1630.00%0.02%0.05%Q3 2013Q2 201819
GLENMEDE TRUST CO NA 1450.00%0.00%0.01%Q2 2013Q1 201819
Baltimore-Washington Financial Advisors, Inc. 19190.04%1.03%1.66%Q4 2013Q2 201819
SYNOVUS FINANCIAL CORP 1620.00%0.00%0.01%Q2 2013Q3 201818
SCHARF INVESTMENTS, LLC 1080.01%0.01%0.01%Q4 2014Q2 201918
PRINCIPAL FINANCIAL GROUP INC 1710.00%0.02%0.05%Q4 2014Q2 201918
Winslow, Evans & Crocker, Inc. 18180.00%0.07%0.18%Q4 2013Q1 201818
AMERIPRISE FINANCIAL INC 1020.00%0.00%0.02%Q2 2013Q2 201918
Commonwealth Equity Services, Inc 18180.00%0.01%0.03%Q2 2013Q3 201718
SALEM INVESTMENT COUNSELORS INC 18180.01%0.19%0.27%Q4 2014Q1 201918
BECK MACK & OLIVER LLC 18180.01%0.15%0.36%Q1 2015Q2 201918
Carroll Financial Associates, Inc. 810.00%0.14%2.30%Q2 2013Q4 201818
River Road Asset Management, LLC 18180.03%0.15%0.36%Q3 2014Q4 201818
BLAIR WILLIAM & CO/IL 1080.00%0.01%0.02%Q3 2013Q2 201918
WFG Advisors, LP 17170.00%0.01%0.02%Q2 2013Q2 201717
NEVILLE RODIE & SHAW INC 17170.07%0.13%0.20%Q2 2014Q2 201817
AMERICAN FINANCIAL GROUP INC 17170.07%0.16%0.24%Q4 2014Q4 201817
Renaissance Technologies 820.00%0.02%0.04%Q2 2013Q2 201917
CARRET ASSET MANAGEMENT, LLC 17170.04%0.09%0.10%Q4 2014Q4 201817
Sterneck Capital Management, LLC 1250.13%1.49%2.90%Q2 2014Q4 201817
Pekin Hardy Strauss, Inc. 17170.02%2.84%3.77%Q1 2015Q1 201917
BB&T SECURITIES, LLC 1610.00%0.02%0.06%Q2 2013Q3 201817
CIBC Asset Management Inc 1070.00%0.00%0.00%Q1 2015Q2 201917
Bank of New York Mellon Corp 1420.00%0.01%0.02%Q3 2013Q3 201816
GUGGENHEIM CAPITAL LLC 740.00%0.00%0.01%Q2 2013Q1 201816
AGRAN LIBBIE 16160.51%0.77%0.96%Q2 2013Q1 201716
Swift Run Capital 16160.13%1.85%6.81%Q4 2013Q3 201716
Concert Wealth Management Inc. 16160.03%0.09%0.18%Q2 2013Q1 201716
SOL Capital Management CO 16160.14%0.51%0.91%Q3 2015Q2 201916
FRANKLIN RESOURCES INC 16160.00%0.00%0.01%Q1 2015Q4 201816
Advisory Services Network, LLC 1150.00%0.06%0.13%Q3 2015Q3 201916
MSI Financial Services Inc 15150.00%0.00%0.01%Q2 2013Q4 201615
PRICE T ROWE ASSOCIATES INC /MD/ 15150.01%0.01%0.02%Q3 2015Q1 201915
UBS AG 660.00%0.00%0.02%Q2 2013Q3 201415
GOFEN & GLOSSBERG LLC /IL/ 15150.03%0.13%0.24%Q2 2015Q4 201815
LAZARD ASSET MANAGEMENT LLC 15150.00%0.00%0.00%Q4 2014Q2 201815
Alpha Omega Wealth Management LLC 15150.01%0.79%1.85%Q4 2015Q2 201915
Joel Isaacson & Co., LLC 15150.03%0.05%0.10%Q2 2013Q4 201615
ALPINE WOODS CAPITAL INVESTORS, LLC 630.02%0.05%0.06%Q1 2014Q1 201815
Mraz, Amerine & Associates, Inc. 1410.08%0.19%0.23%Q2 2014Q2 201915
Tower Research Capital LLC (TRC) 310.00%0.01%0.03%Q3 2013Q4 201814
Onex Canada Asset Management Inc. 14140.63%2.94%5.03%Q2 2013Q3 201614
INDEPENDENT INVESTORS INC 14140.27%0.34%0.42%Q2 2013Q3 201614
HSBC HOLDINGS PLC 1310.00%0.00%0.03%Q1 2015Q2 201914
Kavar Capital Partners, LLC 14140.22%0.54%0.90%Q1 2016Q2 201914
South Dakota Investment Council 14140.03%0.16%0.40%Q1 2016Q2 201914
Blume Capital Management, Inc. 14140.02%2.85%3.79%Q4 2015Q1 201914
AMG National Trust Bank 14140.05%0.12%0.20%Q4 2015Q1 201914
Proficio Capital Partners LLC 14140.00%0.10%0.40%Q4 2015Q1 201914
Cetera Advisor Networks LLC 820.01%0.08%0.44%Q1 2013Q2 201914
Violich Capital Management, Inc. 1110.07%0.09%0.13%Q2 2015Q2 201914
SIMPLEX TRADING, LLC 810.00%0.01%0.05%Q1 2015Q2 201914
Motley Fool Asset Management LLC 14140.15%1.24%2.21%Q4 2014Q1 201814
Brown Advisory Securities, LLC 14140.07%0.12%0.24%Q2 2013Q3 201614
STERLING INVESTMENT MANAGEMENT, LLC 13130.65%0.96%1.34%Q3 2014Q3 201713
Polar Capital LLP 13130.06%0.08%0.12%Q3 2013Q3 201613
ING GROEP NV 610.01%0.43%2.51%Q1 2013Q2 201913
Baystate Wealth Management LLC 1210.01%0.01%0.03%Q2 2013Q3 201913
Hollow Brook Wealth Management LLC 13130.45%0.88%2.33%Q3 2014Q3 201713
Chicago Partners Investment Group LLC 940.00%0.01%0.02%Q4 2014Q3 201813
Advisor Group, Inc. 13130.00%0.01%0.04%Q2 2016Q2 201913
ENVESTNET ASSET MANAGEMENT INC 760.00%0.00%0.00%Q1 2015Q2 201813
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.01%0.01%Q2 2013Q1 201612
I.G. INVESTMENT MANAGEMENT, LTD. 12120.01%0.02%0.03%Q4 2013Q3 201612
Raymond James Financial Services Advisors, Inc. 520.00%0.00%0.01%Q3 2015Q2 201912
GSA CAPITAL PARTNERS LLP 810.02%0.06%0.19%Q2 2013Q3 201712
Burgundy Asset Management Ltd. 12120.04%0.16%0.28%Q3 2016Q2 201912
WELLINGTON MANAGEMENT GROUP LLP 12120.00%0.02%0.04%Q4 2013Q3 201612
M&R CAPITAL MANAGEMENT INC 12120.01%0.02%0.04%Q2 2016Q1 201912
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1110.00%0.00%0.00%Q4 2013Q2 201912
BARR E S & CO 930.02%0.12%0.21%Q4 2014Q3 201812
CapWealth Advisors, LLC 12120.08%0.30%0.43%Q2 2016Q1 201912
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1020.01%0.03%0.07%Q2 2013Q2 201612
WEBSTER BANK, N. A. 11110.00%0.00%0.01%Q4 2016Q2 201911
Moors & Cabot, Inc. 610.03%0.03%0.04%Q1 2016Q2 201911
CT Financial Advisors LLC 1010.00%0.00%0.00%Q1 2014Q1 201711
Teton Advisors, Inc. 11110.04%0.08%0.12%Q4 2016Q2 201911
Catalyst Capital Advisors LLC 11110.01%0.03%0.05%Q4 2016Q2 201911
North Star Investment Management Corp. 11110.01%0.02%0.03%Q4 2016Q2 201911
MARK ASSET MANAGEMENT LP 920.02%0.08%0.12%Q3 2013Q2 201611
IFP Advisors, Inc 1010.00%0.00%0.01%Q1 2016Q1 201911
FRIESS ASSOCIATES LLC 11110.01%0.01%0.01%Q2 2013Q4 201511
SeaBridge Investment Advisors LLC 11110.39%0.45%0.56%Q3 2013Q1 201611
CLIFFORD SWAN INVESTMENT COUNSEL LLC 710.02%0.02%0.03%Q3 2016Q3 201911
NewEdge Advisors, LLC 11110.07%0.21%0.40%Q2 2016Q4 201811
United Asset Strategies, Inc. 11110.08%0.72%1.69%Q3 2014Q1 201711
GAMBLE JONES INVESTMENT COUNSEL 11110.04%0.08%0.12%Q3 2014Q1 201711
MILLER VALUE PARTNERS, LLC 11110.02%0.03%0.05%Q2 2013Q4 201511
Endurance Wealth Management, Inc. 11110.00%0.00%0.00%Q1 2017Q3 201911
MUFG Americas Holdings Corp 640.00%0.00%0.00%Q4 2015Q2 201910
J.P. Morgan Private Wealth Advisors LLC 730.00%0.01%0.04%Q3 2014Q4 201810
Veritable, L.P. 610.00%0.01%0.01%Q1 2015Q2 201810
WADE G W & INC 730.05%0.06%0.09%Q1 2015Q3 201710
FIRST MANHATTAN CO. LLC. 710.00%0.00%0.00%Q1 2014Q2 201910
GUYASUTA INVESTMENT ADVISORS INC 10100.07%0.16%0.21%Q3 2016Q4 201810
Elgethun Capital Management 10100.35%1.08%1.42%Q4 2016Q1 201910
Barrett Asset Management, LLC 910.00%0.00%0.00%Q1 2016Q1 201910
Westside Investment Management, Inc. 910.00%0.35%0.58%Q4 2016Q2 201910
ICONIQ Capital, LLC 10100.09%0.13%0.17%Q1 2016Q2 201810
CIBC WORLD MARKET INC. 10100.00%0.00%0.01%Q1 2017Q2 201910
Ranger International Management, LP 10103.50%4.53%5.47%Q3 2013Q4 201510
Wunderlich Capital Managemnt 10100.30%0.80%1.24%Q4 2015Q1 201810
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 10100.23%0.50%0.58%Q3 2016Q4 201810
EDGE ASSET MANAGEMENT, INC 10100.20%0.25%0.35%Q4 2014Q1 201710
Allianz Asset Management GmbH 730.00%0.01%0.01%Q2 2013Q2 201810
NAPLES GLOBAL ADVISORS, LLC 10100.10%0.25%0.51%Q4 2013Q1 201610
Quinn Opportunity Partners LLC 10100.08%0.85%1.39%Q3 2016Q4 201810
PINNACLE ASSOCIATES LTD 10100.00%0.01%0.01%Q2 2015Q3 201710
WESTPAC BANKING CORP 990.09%0.11%0.13%Q2 2017Q2 20199
Ardevora Asset Management LLP 990.99%1.05%1.10%Q2 2017Q2 20199
Oxbow Advisors, LLC 990.03%0.04%0.06%Q4 2013Q4 20159
GoodHaven Capital Management 991.34%2.45%2.94%Q3 2017Q3 20199
Boston Partners 990.00%0.00%0.01%Q4 2016Q4 20189
1834 INVESTMENT ADVISORS CO 990.06%0.07%0.08%Q2 2013Q2 20159
FIFTH THIRD BANCORP 510.00%0.00%0.00%Q2 2013Q2 20179
Independent Portfolio Consultants, Inc. 720.01%0.02%0.03%Q2 2014Q4 20169
KORNITZER CAPITAL MANAGEMENT INC /KS 990.03%0.05%0.10%Q1 2017Q1 20199
Findlay Park Partners LLP 990.61%0.78%0.85%Q2 2013Q2 20159
PRUDENTIAL FINANCIAL INC 990.00%0.00%0.00%Q1 2014Q1 20169
NORTHERN TRUST CORP 310.00%0.00%0.00%Q4 2013Q2 20199
Adalta Capital Management LLC 990.18%0.22%0.30%Q1 2017Q1 20199
Red Rocks Capital LLC 990.00%3.16%6.68%Q2 2013Q2 20159
VNBTrust, National Association 540.19%1.33%3.97%Q2 2013Q3 20159
CI INVESTMENTS INC. 880.20%0.40%0.54%Q1 2014Q4 20158
Barnett & Company, Inc. 880.10%0.13%0.14%Q3 2015Q2 20178
ALPS ADVISORS INC 410.00%0.02%0.07%Q4 2015Q3 20198
BREWIN DOLPHIN LTD 880.00%0.00%0.00%Q3 2017Q2 20198
1832 Asset Management L.P. 620.01%0.03%0.05%Q2 2014Q3 20188
Frontier Wealth Management LLC 880.04%0.08%0.12%Q4 2014Q3 20168
Calamos Advisors LLC 880.00%0.01%0.02%Q4 2013Q3 20158
PEAK6 Investments LLC 440.00%0.00%0.00%Q3 2018Q2 20198
Shelter Ins Retirement Plan 881.26%1.42%1.62%Q3 2017Q2 20198
Covington Capital Management 880.00%0.00%0.00%Q3 2017Q2 20198
Epoch Investment Partners, Inc. 530.00%0.30%0.62%Q2 2013Q3 20158
Pinnacle Holdings, LLC 880.02%0.05%0.07%Q3 2017Q2 20198
Mariner, LLC 880.08%0.17%0.24%Q1 2017Q4 20188
Stelac Advisory Services LLC 620.03%0.08%0.15%Q3 2017Q3 20198
Penserra Capital Management LLC 880.00%0.01%0.05%Q4 2015Q3 20178
Spot Trading L.L.C 210.00%0.01%0.02%Q1 2014Q1 20178
NATIONAL INVESTMENT SERVICES INC /WI 881.59%2.29%2.83%Q1 2017Q4 20188
TIAA CREF INVESTMENT MANAGEMENT LLC 530.00%0.01%0.01%Q2 2013Q3 20168
CLINTON GROUP INC 310.08%0.18%0.34%Q1 2014Q1 20188
WESTPORT RESOURCES MANAGEMENT INC 880.00%0.04%0.08%Q1 2014Q4 20158
WHITTIER TRUST CO 440.01%0.01%0.01%Q4 2013Q4 20158
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. 770.24%1.85%2.62%Q4 2016Q2 20188
Guild Investment Management, Inc. 881.74%2.53%4.06%Q2 2013Q1 20158
FIRST NATIONAL BANK SIOUX FALLS 880.35%0.45%0.50%Q4 2014Q3 20168
JANE STREET GROUP, LLC 410.00%0.00%0.00%Q1 2015Q2 20198
WEALTHSOURCE PARTNERS, LLC 530.07%0.13%0.18%Q1 2016Q1 20188
Shelter Mutual Insurance Co 881.47%1.88%2.24%Q3 2017Q2 20198
Red Cedar Capital, LLC 880.04%0.08%0.13%Q4 2017Q3 20198
KING INVESTMENT ADVISORS INC/TX 770.11%0.13%0.15%Q3 2013Q1 20157
Capital Advisory Group Advisory Services, LLC 770.00%0.00%0.00%Q1 2018Q3 20197
Glacier Peak Capital LLC 771.84%2.33%2.73%Q2 2014Q4 20157
Pinnacle Summer Investments, Inc. 520.00%0.11%0.18%Q1 2014Q4 20157
PUTNAM INVESTMENTS LLC 410.00%0.00%0.00%Q3 2014Q3 20187
Evercore Wealth Management, LLC 770.00%0.00%0.01%Q2 2016Q4 20177
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
TELEMUS CAPITAL, LLC 770.03%0.04%0.06%Q1 2016Q3 20177
COMMONWEALTH EQUITY SERVICES, LLC 770.00%0.00%0.00%Q4 2017Q2 20197
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.00%0.00%0.00%Q3 2018Q1 20207
Global Retirement Partners, LLC 770.00%0.00%0.01%Q4 2017Q2 20197
WHITENER CAPITAL MANAGEMENT, INC. 770.22%0.28%0.34%Q4 2017Q2 20197
MCKINLEY CAPITAL MANAGEMENT LLC 610.04%0.09%0.14%Q2 2013Q2 20197
PIN OAK INVESTMENT ADVISORS INC 770.01%1.27%2.38%Q4 2017Q2 20197
Private Advisor Group, LLC 610.01%0.02%0.03%Q4 2016Q2 20197
Virtu KCG Holdings LLC 310.00%0.02%0.05%Q3 2013Q2 20177
Steinberg Global Asset Management 770.06%0.49%0.62%Q3 2017Q1 20197
GREAT WEST LIFE ASSURANCE CO /CAN/ 770.00%0.00%0.01%Q4 2013Q2 20157
BlueSpruce Investments, LP 778.18%11.06%16.40%Q4 2014Q2 20167
JACKSON PARK CAPITAL, LLC 773.72%4.03%4.84%Q4 2014Q2 20167
HoyleCohen, LLC 770.19%0.21%0.27%Q4 2017Q2 20197
D.B. Root & Company, LLC 770.20%0.25%0.46%Q4 2017Q2 20197
American Portfolios Advisors 770.00%0.00%0.00%Q4 2017Q2 20197
Archon Partners LLC 770.20%2.30%2.78%Q2 2013Q4 20147
Locust Wood Capital Advisers 770.07%1.18%3.02%Q2 2013Q4 20147
DAVIS SELECTED ADVISERS 430.16%0.18%0.22%Q2 2013Q4 20187
BRADLEY FOSTER & SARGENT INC/CT 430.01%0.05%0.09%Q1 2017Q4 20187
Robeco Institutional Asset Management B.V. 770.01%0.01%0.02%Q3 2014Q1 20167
SMH CAPITAL ADVISORS INC 770.53%1.39%1.98%Q4 2017Q2 20197
SEI INVESTMENTS CO 610.00%0.00%0.00%Q1 2017Q1 20197
KAYNE ANDERSON CAPITAL ADVISORS LP 520.00%0.02%0.08%Q2 2013Q2 20187
BESSEMER GROUP INC 610.00%0.00%0.00%Q4 2014Q1 20187
Westbourne Investment Advisors, Inc. 770.21%0.56%0.96%Q2 2015Q4 20167
SG Americas Securities, LLC 310.00%0.02%0.10%Q2 2013Q2 20196
ClearBridge Investments 660.00%0.00%0.00%Q1 2018Q2 20196
KEELEY ASSET MANAGEMENT CORP 660.10%0.15%0.18%Q2 2013Q3 20146
NATIONAL PLANNING CORP 660.00%0.08%0.18%Q3 2013Q4 20146
KARPAS STRATEGIES, LLC 660.52%0.62%0.75%Q1 2018Q2 20196
FRONTIER INVESTMENT MGMT CO 660.21%0.87%1.73%Q1 2015Q2 20166
WASHINGTON CAPITAL MANAGEMENT, INC 660.41%0.55%0.67%Q1 2018Q2 20196
Allen Investment Management, LLC 660.02%0.04%0.04%Q1 2018Q2 20196
DDD Partners, LLC 660.49%0.62%0.74%Q4 2017Q1 20196
MAD RIVER INVESTORS 660.88%1.68%3.19%Q2 2013Q3 20146
ALLIANCEBERNSTEIN L.P. 660.01%0.01%0.01%Q1 2017Q2 20186
Redmond Asset Management, LLC 660.40%0.48%0.68%Q4 2014Q1 20166
BNP PARIBAS FINANCIAL MARKETS 660.00%0.00%0.00%Q2 2015Q3 20166
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660.00%0.00%0.01%Q2 2013Q3 20146
Sandy Spring Bank 660.00%0.00%0.00%Q3 2014Q4 20156
MOGY JOEL R INVESTMENT COUNSEL INC 660.09%0.96%1.27%Q2 2013Q3 20146
Rehmann Capital Advisory Group 660.00%0.00%0.00%Q1 2018Q2 20196
Steward Partners Investment Advisory, LLC 660.02%0.02%0.03%Q1 2018Q2 20196
BENJAMIN F. EDWARDS & COMPANY, INC. 510.00%0.00%0.01%Q3 2015Q2 20196
NEXT Financial Group, Inc 310.00%0.00%0.01%Q3 2015Q2 20196
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
FARALLON CAPITAL MANAGEMENT LLC 660.61%0.96%1.38%Q2 2013Q3 20146
Ariel Investments 660.12%0.70%1.12%Q1 2018Q2 20196
FIRST INTERSTATE BANK 660.00%0.01%0.01%Q3 2015Q4 20166
KINGDON CAPITAL MANAGEMENT, L.L.C. 420.14%0.26%0.32%Q2 2013Q3 20156
Serengeti Asset Management LP 311.19%1.64%2.31%Q2 2013Q3 20146
Artisan Partners Limited Partnership 660.09%0.11%0.13%Q1 2018Q2 20196
Princeton Portfolio Strategies Group LLC 550.06%0.12%0.15%Q3 2016Q3 20175
Wealthspire Advisors, L.P. 550.00%0.01%0.01%Q2 2017Q2 20185
ENDEAVOUR CAPITAL ADVISORS INC 310.44%1.18%2.18%Q2 2013Q4 20165
BNP Paribas Asset Management Holding S.A. 550.03%0.07%0.09%Q2 2018Q2 20195
Natixis Investment Managers International 320.01%0.02%0.02%Q2 2017Q3 20185
IHT Wealth Management, LLC 550.00%0.15%0.25%Q4 2016Q4 20175
JOYN Advisors, Inc. 550.04%0.06%0.07%Q2 2018Q2 20195
Chevy Chase Trust Holdings, LLC 550.00%0.03%0.06%Q3 2013Q3 20145
Bramshill Investments, LLC 320.25%0.47%0.71%Q2 2017Q4 20185
LOEB PARTNERS CORP 550.07%0.14%0.20%Q2 2013Q2 20145
Oak Grove Capital LLC 550.22%2.24%3.65%Q4 2017Q4 20185
Jefferies Group LLC 210.00%0.02%0.04%Q3 2016Q2 20195
CAPTRUST FINANCIAL ADVISORS 550.00%0.00%0.00%Q1 2018Q1 20195
CALDWELL & ORKIN INC 320.69%1.47%2.66%Q1 2016Q3 20175
Stockman Wealth Management, Inc. 550.14%0.17%0.28%Q3 2016Q3 20175
FLAGSHIP HARBOR ADVISORS, LLC 550.00%0.00%0.00%Q2 2018Q2 20195
FNY Investment Advisers, LLC 330.00%0.00%0.00%Q1 2019Q3 20195
INSIGHT 2811, INC. 550.11%0.14%0.18%Q3 2015Q3 20165
Algebris Investments (UK) LLP 210.40%0.67%1.00%Q2 2013Q4 20165
EXANE DERIVATIVES 550.11%0.13%0.15%Q2 2018Q2 20195
Muzinich & Co., Inc. 550.56%0.78%0.94%Q4 2014Q4 20155
Northeast Financial Consultants Inc 410.20%0.39%0.62%Q4 2013Q4 20185
Advocacy Wealth Management Services, LLC 220.00%0.13%0.28%Q2 2013Q1 20164
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 440.03%0.06%0.08%Q2 2018Q1 20194
Hilltop Park Associates LLC 440.21%0.92%1.60%Q3 2013Q2 20144
Mosaic Family Wealth, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
Marshall Wace North America L.P. 310.00%0.01%0.02%Q2 2017Q2 20194
PenderFund Capital Management Ltd. 440.08%0.15%0.23%Q4 2017Q3 20184
PANAGORA ASSET MANAGEMENT INC 440.03%0.03%0.03%Q2 2013Q1 20144
TWO SIGMA SECURITIES, LLC 110.00%0.02%0.04%Q1 2017Q1 20194
HOLLENCREST CAPITAL MANAGEMENT 440.03%0.04%0.05%Q4 2013Q3 20144
METROPOLITAN CAPITAL ADVISORS INC 440.79%1.76%2.16%Q4 2014Q3 20154
Arete Wealth Advisors, LLC 210.08%0.18%0.23%Q1 2015Q1 20224
Radnor Capital Management, LLC 440.18%0.19%0.20%Q1 2018Q4 20184
DREMAN VALUE MANAGEMENT, L L C 440.01%0.02%0.02%Q2 2017Q1 20184
First Horizon Advisors, Inc. 440.00%0.00%0.01%Q2 2018Q1 20194
DAVENPORT & Co LLC 210.00%0.01%0.01%Q1 2014Q3 20164
EnTrust Global Partners Offshore LP 440.74%0.87%0.95%Q4 2017Q3 20184
West Oak Capital, LLC 440.02%0.02%0.02%Q4 2013Q3 20144
WealthPLAN Partners, LLC 210.00%0.03%0.08%Q1 2015Q1 20174
Adirondack Research & Management Inc. 440.41%1.49%2.19%Q3 2018Q2 20194
MAZAMA CAPITAL MANAGEMENT INC 220.01%0.07%0.14%Q3 2013Q1 20154
Brookfield Asset Management 440.03%0.05%0.05%Q2 2018Q1 20194
TD ASSET MANAGEMENT INC 440.02%0.07%0.09%Q2 2013Q1 20144
Quantbot Technologies LP 110.01%0.01%0.02%Q2 2014Q3 20164
SPOT TRADING L.L.C. 220.00%0.02%0.04%Q2 2017Q3 20174
DIMENSION CAPITAL MANAGEMENT LLC 440.07%0.09%0.13%Q1 2017Q4 20174
SVA Wealth Management, LLC 440.28%0.31%0.33%Q4 2014Q3 20154
Hilton Capital Management, LLC 441.22%1.73%2.33%Q4 2013Q3 20144
OPTIMUM INVESTMENT ADVISORS 440.01%0.01%0.01%Q2 2018Q1 20194
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.01%0.02%0.02%Q4 2017Q3 20184
YorkBridge Wealth Partners, LLC 440.03%0.09%0.16%Q4 2016Q3 20174
TEACHERS ADVISORS, LLC 310.01%0.01%0.01%Q2 2013Q3 20164
Baskin Financial Services Inc. 442.97%3.55%3.98%Q3 2012Q2 20134
Stonehage Fleming Financial Services Holdings Ltd 440.10%0.11%0.11%Q4 2014Q3 20154
Crosspoint Capital Strategies, LLC 440.18%0.24%0.37%Q4 2013Q3 20144
Sterling Investment Advisors, Ltd. 440.06%0.06%0.06%Q4 2016Q3 20174
Motley Fool Wealth Management, LLC 440.21%0.36%0.42%Q1 2015Q4 20154
GRIFFIN ASSET MANAGEMENT, INC. 440.12%0.17%0.21%Q3 2018Q2 20194
B. Riley Wealth Advisors, Inc. 210.00%0.03%0.06%Q2 2014Q3 20154
THOMPSON DAVIS & CO., INC. 310.00%0.20%0.77%Q1 2014Q1 20164
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Shamrock Asset Management LLC 440.00%0.03%0.06%Q3 2015Q2 20164
Bay Harbor Wealth Management, LLC 440.00%0.00%0.00%Q4 2018Q3 20194
NEW AMSTERDAM PARTNERS LLC/NY 440.89%1.19%1.37%Q1 2017Q4 20174
Squar Milner Financial Services LLC 440.09%0.09%0.10%Q2 2018Q1 20194
AMUNDI ASSET MANAGEMENT US, INC. 440.04%0.04%0.05%Q3 2015Q2 20164
SANDERS MORRIS HARRIS LLC 440.00%0.40%0.84%Q1 2016Q4 20164
MACROVIEW INVESTMENT MANAGEMENT LLC 440.01%0.02%0.02%Q3 2013Q2 20144
Westchester Capital Management, LLC 332.19%4.15%6.20%Q1 2019Q3 20193
Jane Street Holding, LLC 330.00%0.02%0.04%Q2 2013Q4 20133
OneDigital Investment Advisors LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Manchester Capital Management LLC 330.00%0.00%0.00%Q2 2014Q4 20143
Alpine Global Management, LLC 210.04%1.37%2.22%Q3 2018Q2 20193
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q3 2013Q3 20153
MGO ONE SEVEN LLC 330.06%0.07%0.07%Q4 2018Q2 20193
NATIXIS 210.03%0.09%0.14%Q1 2018Q2 20193
Cannell Capital 330.20%0.23%0.25%Q3 2013Q1 20143
Mount Yale Investment Advisors, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.03%0.03%0.03%Q4 2017Q3 20183
SOLARIS ASSET MANAGEMENT LLC 330.05%0.05%0.06%Q2 2015Q4 20153
Airain ltd 110.01%0.03%0.04%Q2 2013Q1 20153
Mint Tower Capital Management B.V. 330.00%0.02%0.04%Q1 2019Q3 20193
CYPRESS ASSET MANAGEMENT INC/TX 330.10%0.16%0.20%Q2 2017Q4 20173
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 330.35%0.49%0.57%Q3 2015Q1 20163
M&T BANK CORP 210.00%0.00%0.00%Q3 2016Q2 20173
Apriem Advisors 110.00%0.00%0.00%Q2 2015Q4 20163
Venturi Wealth Management, LLC 330.40%0.45%0.48%Q4 2015Q2 20163
GAM SYSTEMATIC LLP 210.01%0.08%0.15%Q3 2015Q3 20173
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.03%0.07%Q2 2013Q4 20173
L & S Advisors Inc 210.10%0.34%0.81%Q3 2013Q2 20143
BOSTON PROVIDENT, L.P. 330.81%1.18%1.66%Q2 2013Q4 20133
Sargent Investment Group, LLC 330.13%0.15%0.18%Q4 2018Q2 20193
CIBC Private Wealth Group, LLC 330.00%0.00%0.00%Q4 2017Q2 20183
PARAMETRIC PORTFOLIO ASSOCIATES LLC 330.00%0.00%0.00%Q2 2013Q4 20133
NWAM LLC 330.36%0.37%0.39%Q2 2012Q4 20123
HighVista Strategies LLC 330.92%0.95%0.98%Q1 2016Q3 20163
Avalon Investment & Advisory 330.01%0.01%0.01%Q4 2016Q2 20173
AGF Investments LLC 330.00%0.01%0.02%Q4 2017Q2 20183
Fairholme Capital Management 210.02%0.50%0.99%Q2 2014Q2 20183
First Allied Advisory Services, Inc. 210.01%0.01%0.02%Q2 2014Q3 20183
EVERGREEN CAPITAL MANAGEMENT LLC 330.55%0.58%0.63%Q3 2014Q1 20153
EdgePoint Investment Group Inc. 330.00%0.57%0.90%Q2 2018Q4 20183
Stratos Wealth Partners, LTD. 210.00%0.00%0.00%Q4 2017Q3 20183
American Money Management, LLC 330.16%0.22%0.25%Q4 2013Q2 20143
Artemis Investment Management LLP 330.04%0.06%0.08%Q2 2017Q4 20173
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Institute for Wealth Management, LLC. 210.05%0.06%0.08%Q2 2017Q2 20193
COMMUNITY TRUST & INVESTMENT CO 330.06%0.36%0.87%Q2 2013Q4 20133
SPIRIT OF AMERICA MANAGEMENT CORP/NY 210.04%0.12%0.18%Q2 2013Q1 20143
GREYSTONE INVESTMENT MANAGEMENT LLC 330.17%0.23%0.32%Q4 2014Q2 20153
INVESTMENT MANAGEMENT OF VIRGINIA LLC 330.05%0.05%0.06%Q1 2019Q3 20193
MARSHALL WACE, LLP 210.00%0.01%0.01%Q3 2016Q2 20193
Klingman & Associates, LLC 220.00%0.00%0.00%Q4 2014Q1 20152
Kellner Capital, LLC 224.98%6.09%7.20%Q1 2019Q2 20192
Horizon Investments, LLC 220.04%0.04%0.05%Q1 2014Q2 20142
DekaBank Deutsche Girozentrale 220.00%0.00%0.00%Q2 2013Q3 20132
Tradewinds Capital Management, LLC 220.00%0.00%0.00%Q1 2017Q2 20172
FIRST MERCANTILE TRUST CO 220.00%0.00%0.01%Q2 2013Q3 20132
WATER ISLAND CAPITAL LLC 221.71%2.37%3.02%Q1 2019Q2 20192
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
Telemetry Investments, L.L.C. 220.28%0.74%1.21%Q1 2019Q2 20192
Vivaldi Capital Management LP 220.06%0.06%0.06%Q1 2019Q2 20192
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.06%0.07%0.08%Q4 2016Q1 20172
Cordasco Financial Network 220.03%0.03%0.04%Q1 2019Q2 20192
Boyle Capital Management, L.L.C. 220.76%0.81%0.86%Q1 2015Q2 20152
Evanson Asset Management, LLC 220.08%0.09%0.09%Q2 2015Q3 20152
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q3 20182
Trust Asset Management LLC 225.62%5.62%5.62%Q2 2014Q3 20142
JBF Capital, Inc. 220.05%0.48%0.91%Q2 2013Q3 20132
STATE OF WISCONSIN INVESTMENT BOARD 220.01%0.01%0.01%Q1 2019Q2 20192
EnTrustPermal Management LLC 221.12%1.14%1.15%Q2 2017Q3 20172
HORIZON KINETICS ASSET MANAGEMENT LLC 220.31%0.38%0.44%Q1 2019Q2 20192
Candriam S.C.A. 220.04%0.07%0.11%Q1 2019Q2 20192
BlackRock Investment Management, LLC 220.00%0.00%0.00%Q3 2013Q4 20132
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 220.03%0.03%0.03%Q1 2019Q2 20192
Lombard Odier Asset Management (USA) Corp 220.56%0.58%0.61%Q1 2019Q2 20192
Belmont Global Advisors, Inc. 220.24%0.24%0.24%Q4 2013Q1 20142
Ancora Advisors LLC 110.01%0.06%0.12%Q4 2016Q2 20192
BIRINYI ASSOCIATES INC 220.23%0.25%0.27%Q3 2017Q4 20172
American Financial Network Advisory Services LLC 220.01%0.03%0.05%Q3 2017Q4 20172
Pacer Advisors, Inc. 220.02%0.02%0.02%Q4 2015Q1 20162
SCOTIA CAPITAL INC. 220.01%0.01%0.01%Q3 2017Q4 20172
Partners Group Holding AG 220.24%0.34%0.45%Q2 2013Q3 20132
THRIVENT FINANCIAL FOR LUTHERANS 220.00%0.00%0.00%Q2 2017Q3 20172
SEEYOND 220.01%0.02%0.03%Q4 2018Q1 20192
Perella Weinberg Partners Capital Management LP 220.06%0.06%0.07%Q1 2019Q2 20192
Lebenthal Holdings,LLC 220.04%0.05%0.06%Q1 2016Q2 20162
First Personal Financial Services 220.00%0.00%0.00%Q1 2017Q2 20172
BRASADA CAPITAL MANAGEMENT, LP 110.00%0.00%0.00%Q4 2017Q2 20182
Mirae Asset Global Investments Co., Ltd. 220.00%0.00%0.00%Q3 2018Q4 20182
PRELUDE CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 110.00%0.01%0.01%Q4 2017Q2 20192
Cetera Advisors LLC 220.02%0.02%0.02%Q1 2016Q2 20162
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q4 2018Q1 20192
DLD Asset Management, LP 220.37%0.40%0.42%Q1 2019Q2 20192
COWEN INC. 220.19%0.30%0.40%Q1 2019Q2 20192
ROTHSCHILD INVESTMENT LLC /IL 220.04%0.04%0.04%Q1 2017Q2 20172
HOWARD HUGHES MEDICAL INSTITUTE 220.02%0.02%0.03%Q2 2013Q3 20132
LAKE STREET ADVISORS GROUP, LLC 110.03%0.06%0.09%Q4 2017Q2 20182
OMERS ADMINISTRATION Corp 220.10%0.14%0.18%Q1 2019Q2 20192
Polar Asset Management Partners Inc. 220.03%0.03%0.03%Q1 2019Q2 20192
Baird Financial Group, Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
GAMCO INVESTORS, INC. ET AL 220.00%0.01%0.01%Q1 2019Q2 20192
STIFEL NICOLAUS & CO INC \MO\ 220.09%0.09%0.09%Q2 2013Q3 20132
Sowell Financial Services LLC 220.05%0.05%0.05%Q4 2018Q1 20192
Donald L. Hagan, LLC 110.00%0.00%0.01%Q3 2015Q1 20162
BOOTHBAY FUND MANAGEMENT, LLC 220.08%0.08%0.08%Q1 2017Q2 20172
DUPONT CAPITAL MANAGEMENT CORP 220.17%0.17%0.17%Q1 2019Q2 20192
GABELLI FUNDS LLC 220.06%0.09%0.11%Q1 2019Q2 20192
Plante Moran Financial Advisors, LLC 220.01%0.02%0.02%Q3 2016Q4 20162
Family Management Corp 220.61%0.68%0.75%Q1 2014Q2 20142
TFS CAPITAL LLC 220.01%0.03%0.05%Q2 2013Q3 20132
Brinker Capital Investments, LLC 220.00%0.00%0.00%Q1 2019Q2 20192
GABELLI & Co INVESTMENT ADVISERS, INC. 221.02%1.42%1.83%Q1 2019Q2 20192
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q4 2017Q3 20182
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.00%Q2 2017Q4 20172
First Trust Capital Management L.P. 221.42%1.78%2.14%Q1 2019Q2 20192
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q4 2015Q1 20162
Acrospire Investment Management LLC 110.01%0.01%0.02%Q2 2016Q4 20162
VERTEX ONE ASSET MANAGEMENT INC. 221.02%1.51%2.01%Q1 2019Q2 20192
Alberta Investment Management Corp 220.10%0.15%0.19%Q1 2019Q2 20192
PITTENGER & ANDERSON INC 220.00%0.00%0.00%Q4 2014Q1 20152
HIGHLAND CAPITAL MANAGEMENT LP 220.10%0.15%0.20%Q1 2019Q2 20192
TRUSTCORE FINANCIAL SERVICES, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
CI Global Investments Inc. 220.02%0.03%0.05%Q4 2013Q1 20142
PineBridge Investments, L.P. 220.06%0.07%0.08%Q3 2018Q4 20182
Richmond Hill Investments, LLC 227.36%9.39%11.41%Q2 2013Q3 20132
Fort Sheridan Advisors LLC 220.12%0.13%0.14%Q1 2019Q2 20192
Russell Investments Group, Ltd. 110.00%0.00%0.00%Q1 2017Q3 20192
Gator Capital Management, LLC 110.40%0.40%0.40%Q4 2017Q4 20171
AdvisorNet Financial, Inc 110.01%0.01%0.01%Q4 2017Q4 20171
Fort Baker Capital Management LP 115.14%5.14%5.14%Q1 2019Q1 20191
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q3 20181
WISCONSIN CAPITAL MANAGEMENT LLC 110.27%0.27%0.27%Q4 2014Q4 20141
Tuttle Capital Management, LLC 110.24%0.24%0.24%Q1 2019Q1 20191
Skandinaviska Enskilda Banken AB (publ) 110.01%0.01%0.01%Q3 2019Q3 20191
Price Wealth, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
Gerber Kawasaki Wealth & Investment Management 110.17%0.17%0.17%Q1 2016Q1 20161
H2O AM LLP 110.10%0.10%0.10%Q4 2018Q4 20181
Ground Swell Capital, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Nine Chapters Capital Management LLC 110.04%0.04%0.04%Q2 2014Q2 20141
Ballew Advisors, Inc 110.00%0.00%0.00%Q3 2018Q3 20181
MILLENNIUM MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Ausdal Financial Partners, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.00%Q3 2017Q3 20171
CWM, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Belpointe Asset Management LLC 110.08%0.08%0.08%Q3 2017Q3 20171
BlackRock Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q2 2017Q2 20171
Magnetar Financial LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Bridgeworth, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Lebenthal Asset Management, LLC 110.04%0.04%0.04%Q2 2016Q2 20161
ALBERT D MASON INC 110.19%0.19%0.19%Q1 2018Q1 20181
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 110.17%0.17%0.17%Q2 2019Q2 20191
IndexIQ Advisors LLC 110.51%0.51%0.51%Q2 2019Q2 20191
Glovista Investments LLC 110.60%0.60%0.60%Q4 2018Q4 20181
AE Wealth Management LLC 110.12%0.12%0.12%Q2 2019Q2 20191
HUNTINGTON NATIONAL BANK 110.01%0.01%0.01%Q3 2014Q3 20141
FineMark National Bank & Trust 110.00%0.00%0.00%Q1 2016Q1 20161
CLEAR STREET MARKETS LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Dunvegan Associates, Inc. 110.01%0.01%0.01%Q3 2014Q3 20141
KCM INVESTMENT ADVISORS LLC 110.04%0.04%0.04%Q2 2019Q2 20191
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 110.01%0.01%0.01%Q2 2013Q2 20131
CHILTON INVESTMENT CO INC. 110.11%0.11%0.11%Q2 2016Q2 20161
Bluefin Trading, LLC 110.04%0.04%0.04%Q2 2019Q2 20191
SCP Investment, LP 112.26%2.26%2.26%Q1 2018Q1 20181
Kovitz Investment Group Partners, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
LEVIN CAPITAL STRATEGIES, L.P. 110.01%0.01%0.01%Q4 2016Q4 20161
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Bienville Capital Management, LLC 111.52%1.52%1.52%Q4 2014Q4 20141
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Patten Group, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Cerebellum GP, LLC 110.27%0.27%0.27%Q2 2019Q2 20191
Smithwood Advisers, L.P. 111.06%1.06%1.06%Q2 2013Q2 20131
SUNTRUST BANKS INC 110.00%0.00%0.00%Q3 2017Q3 20171
K2 PRINCIPAL FUND, L.P. 110.22%0.22%0.22%Q1 2019Q1 20191
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q3 2017Q3 20171
Yakira Capital Management, Inc. 110.38%0.38%0.38%Q2 2019Q2 20191
PICTON MAHONEY ASSET MANAGEMENT 110.01%0.01%0.01%Q3 2015Q3 20151
Burt Wealth Advisors 110.01%0.01%0.01%Q1 2016Q1 20161
OTA Financial Group L.P. 111.16%1.16%1.16%Q2 2019Q2 20191
Bell Bank 110.06%0.06%0.06%Q2 2019Q2 20191
Beach Point Capital Management LP 110.53%0.53%0.53%Q1 2019Q1 20191
TIEDEMANN TRUST CO 110.07%0.07%0.07%Q2 2013Q2 20131
S. R. Schill & Associates 110.13%0.13%0.13%Q1 2015Q1 20151
Virtu Financial LLC 110.01%0.01%0.01%Q4 2017Q4 20171
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Snowden Capital Advisors LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Chicago Capital Management, LLC 116.58%6.58%6.58%Q1 2019Q1 20191
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.34%0.34%0.34%Q2 2018Q2 20181
SPRING CREEK CAPITAL LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Gradient Investments LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Gupta Wealth Management LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Larson Financial Group LLC 110.00%0.00%0.00%Q4 2018Q4 20181
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q1 20181
JNBA Financial Advisors 110.01%0.01%0.01%Q3 2018Q3 20181
PINNACLE FINANCIAL PARTNERS INC 110.00%0.00%0.00%Q1 2019Q1 20191
Kaizen Advisory, LLC 110.56%0.56%0.56%Q4 2017Q4 20171
Greenlight Capital 111.46%1.46%1.46%Q2 2013Q2 20131
Lido Advisors, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
SWS Partners 110.03%0.03%0.03%Q4 2017Q4 20171
Tibra Equities Europe Ltd 112.08%2.08%2.08%Q2 2019Q2 20191
Hirtle Callaghan & Co LLC 110.00%0.00%0.00%Q1 2014Q1 20141
Clear Harbor Asset Management, LLC 110.77%0.77%0.77%Q2 2014Q2 20141
Index Management Solutions, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Convector Capital Management, LP 110.57%0.57%0.57%Q4 2015Q4 20151
Athos Capital Ltd 110.89%0.89%0.89%Q2 2019Q2 20191
CAPITAL GUARDIAN TRUST CO 110.00%0.00%0.00%Q1 2016Q1 20161
Mount Lucas Management LP 110.60%0.60%0.60%Q4 2015Q4 20151
Invictus RG 110.00%0.00%0.00%Q2 2017Q2 20171
Partnervest Advisory Services LLC 110.00%0.00%0.00%Q2 2014Q2 20141
MARK MORRIS ET AL 110.03%0.03%0.03%Q2 2013Q2 20131
Invictus RG Pte. Ltd. 110.01%0.01%0.01%Q2 2014Q2 20141
Kohlberg Kravis Roberts & Co. L.P. 110.02%0.02%0.02%Q2 2014Q2 20141
BERKLEY W R CORP 110.52%0.52%0.52%Q1 2019Q1 20191
Cumberland Partners Ltd 110.00%0.00%0.00%Q2 2019Q2 20191
TCW GROUP INC 110.02%0.02%0.02%Q3 2014Q3 20141
St. Johns Investment Management Company, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
One Capital Management, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
Cresset Asset Management, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
WEALTHFRONT Corp 110.00%0.00%0.00%Q2 2014Q2 20141
Mandatum Life Insurance Co Ltd 110.00%0.00%0.00%Q4 2015Q4 20151
Espalier Global Management LLC 110.14%0.14%0.14%Q2 2015Q2 20151
RAIFF PARTNERS INC 113.04%3.04%3.04%Q2 2013Q2 20131
180 WEALTH ADVISORS, LLC 110.10%0.10%0.10%Q4 2017Q4 20171
GFS Advisors, LLC 110.26%0.26%0.26%Q1 2016Q1 20161
External links

This page lists all the filers that currently own OAKTREE CAP GROUP LLC or have owned OAKTREE CAP GROUP LLC in the past.