| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GREAT LAKES ADVISORS, LLC | 20 | 20 | 0.09% | 0.33% | 0.68% | Q4 2018 | Q3 2023 | 20 |
| Coston, McIsaac & Partners | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 3 |
| Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
| Navigation Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
| Strengthening Families & Communities, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2022 | Q3 2022 | 1 |
| ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
| SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
This page lists all the filers that currently own Parnassus Fund Mid Cap Inst or have owned Parnassus Fund Mid Cap Inst in the past.