| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GOFEN & GLOSSBERG LLC /IL/ | 33 | 33 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2022 | 33 |
| ZEVIN ASSET MANAGEMENT LLC | 10 | 2 | 0.05% | 0.07% | 0.10% | Q1 2015 | Q1 2018 | 12 |
| Janney Montgomery Scott LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q4 2020 | 9 |
| Garde Capital, Inc. | 8 | 8 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q2 2022 | 8 |
| Almanack Investment Partners, LLC. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 7 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
| Coston, McIsaac & Partners | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
| Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
| Advocacy Wealth Management Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
| HEADINVEST, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q3 2019 | Q4 2019 | 2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 2 |
| ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2016 | 2 |
| TOWER BRIDGE ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 2 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
| Alan B Lancz & Associates, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2022 | Q4 2022 | 1 |
| ORG Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
| WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
| Weaver Consulting Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
| SkyView Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
| Wealth Quarterback LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
| Hayden Royal, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
This page lists all the filers that currently own Parnassus Equity Income Fd or have owned Parnassus Equity Income Fd in the past.