REDWOOD TR INC shareholder history

Current and past REDWOOD TR INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Weitz Investment Management 24240.04%0.47%0.63%Q3 2017Q2 202324
JPMORGAN CHASE & CO 24240.00%0.00%0.00%Q3 2017Q2 202324
WELLS FARGO & COMPANY/MN 23230.00%0.00%0.00%Q4 2017Q2 202323
LAZARD ASSET MANAGEMENT LLC 23230.01%0.03%0.06%Q3 2017Q1 202323
GOLDMAN SACHS GROUP INC 2210.00%0.00%0.00%Q3 2017Q2 202323
ADVENT CAPITAL MANAGEMENT /DE/ 22220.00%0.28%0.51%Q3 2017Q4 202222
MACKAY SHIELDS LLC 22220.00%0.00%0.01%Q3 2017Q4 202222
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 21210.24%0.65%0.82%Q2 2018Q2 202321
WELLINGTON MANAGEMENT GROUP LLP 21210.00%0.00%0.00%Q2 2018Q2 202321
MORGAN STANLEY 1530.00%0.00%0.00%Q4 2017Q2 202321
PRIVATE MANAGEMENT GROUP INC 21210.02%0.37%0.62%Q2 2018Q2 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 20200.00%0.00%0.00%Q3 2018Q2 202320
BARCLAYS PLC 940.00%0.00%0.00%Q3 2017Q2 202320
SSI INVESTMENT MANAGEMENT LLC 1040.06%0.19%0.32%Q3 2017Q2 202318
BNP PARIBAS FINANCIAL MARKETS 1240.00%0.01%0.02%Q2 2018Q1 202317
DEUTSCHE BANK AG\ 17170.00%0.00%0.01%Q3 2017Q3 202117
BANK OF AMERICA CORP /DE/ 1340.00%0.00%0.00%Q3 2017Q2 202317
Bank of New York Mellon Corp 17170.00%0.00%0.00%Q3 2017Q3 202117
FMR LLC 1430.00%0.00%0.00%Q1 2018Q2 202217
LINDEN ADVISORS LP 16160.01%0.67%1.39%Q3 2017Q2 202116
Wellesley Asset Management 1410.00%1.93%3.52%Q3 2017Q3 202215
NEW YORK STATE COMMON RETIREMENT FUND 15150.00%0.00%0.01%Q2 2019Q4 202215
OSAIC HOLDINGS, INC. 14140.00%0.00%0.00%Q1 2020Q2 202314
COMMONWEALTH EQUITY SERVICES, LLC 14140.00%0.00%0.00%Q1 2020Q2 202314
CAPSTONE INVESTMENT ADVISORS, LLC 14140.01%0.22%0.70%Q3 2017Q4 202014
North Star Investment Management Corp. 13130.00%0.00%0.00%Q2 2020Q2 202313
Seelaus Asset Management LLC 13130.12%1.77%2.57%Q2 2020Q2 202313
RAYMOND JAMES & ASSOCIATES 13130.00%0.00%0.01%Q2 2020Q2 202313
GREAT VALLEY ADVISOR GROUP, INC. 13130.00%0.00%0.00%Q2 2020Q2 202313
ROYAL BANK OF CANADA 810.00%0.00%0.00%Q1 2019Q2 202312
Raymond James Financial Services Advisors, Inc. 12120.00%0.00%0.00%Q3 2020Q2 202312
AQR Arbitrage LLC 11110.16%0.22%0.26%Q3 2017Q1 202011
D.A. DAVIDSON & CO. 11110.00%0.02%0.20%Q3 2017Q1 202011
PALISADE CAPITAL MANAGEMENT, LP 11110.04%0.06%0.07%Q3 2017Q1 202011
IRON Financial LLC 11110.04%0.23%0.45%Q2 2018Q4 202011
PNC FINANCIAL SERVICES GROUP, INC. 11110.00%0.00%0.00%Q2 2020Q4 202211
Waterfront Wealth Inc. 11110.06%0.70%6.90%Q4 2020Q2 202311
Calamos Advisors LLC 11110.02%0.03%0.04%Q3 2017Q1 202011
CNO Financial Group, Inc. 11113.99%7.33%17.33%Q4 2020Q2 202311
STIFEL FINANCIAL CORP 610.00%0.00%0.00%Q4 2018Q2 202311
Spire Wealth Management 10100.00%0.00%0.00%Q1 2021Q2 202310
Advisory Services Network, LLC 10100.00%0.00%0.00%Q4 2020Q1 202310
CITIGROUP INC 510.00%0.00%0.00%Q3 2017Q2 202010
CLOUGH CAPITAL PARTNERS L P 10100.09%0.16%0.24%Q1 2021Q2 202310
Lebenthal Global Advisors, LLC 990.01%0.01%0.02%Q2 2021Q2 20239
NOMURA HOLDINGS INC 990.00%0.00%0.00%Q1 2018Q1 20209
Empyrean Capital Partners, LP 990.30%0.73%1.04%Q3 2017Q3 20199
Aequim Alternative Investments LP 990.08%0.12%0.21%Q1 2021Q1 20239
MML INVESTORS SERVICES, LLC 990.00%0.00%0.00%Q3 2020Q3 20229
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 880.00%0.00%0.00%Q3 2021Q2 20238
AVIVA PLC 880.03%0.04%0.05%Q3 2021Q2 20238
HBK INVESTMENTS L P 620.02%0.09%0.26%Q3 2019Q2 20228
Advisor Group, Inc. 880.00%0.00%0.00%Q4 2017Q3 20198
CREDIT SUISSE AG/ 410.00%0.00%0.01%Q3 2017Q2 20218
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 880.00%0.01%0.01%Q3 2017Q2 20198
LEVEL FOUR ADVISORY SERVICES, LLC 770.00%0.00%0.01%Q4 2021Q2 20237
OAKTREE CAPITAL MANAGEMENT LP 610.04%0.08%0.11%Q3 2017Q3 20227
BLAIR WILLIAM & CO/IL 770.00%0.00%0.00%Q4 2019Q2 20217
UMB Bank, n.a. 770.00%0.00%0.00%Q4 2021Q2 20237
Optas, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
Rockefeller Capital Management L.P. 660.00%0.00%0.00%Q1 2022Q2 20236
MACQUARIE GROUP LTD 510.00%0.00%0.00%Q3 2017Q4 20196
Russell Investments Group, Ltd. 660.00%0.00%0.00%Q2 2021Q3 20226
Magnetar Financial LLC 420.01%0.05%0.10%Q3 2017Q3 20196
THRIVENT FINANCIAL FOR LUTHERANS 550.02%0.02%0.03%Q1 2019Q1 20205
BASSO CAPITAL MANAGEMENT, L.P. 550.06%1.06%1.62%Q3 2017Q3 20185
Artemis Wealth Advisors, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
HM PAYSON & CO 550.00%0.00%0.00%Q2 2022Q2 20235
Certified Advisory Corp 550.01%0.01%0.01%Q4 2017Q4 20185
Bell & Brown Wealth Advisors, LLC 310.01%0.01%0.01%Q3 2021Q3 20224
PIPER SANDLER & CO. 440.08%2.64%7.04%Q3 2022Q2 20234
LEVEL FOUR FINANCIAL, LLC 440.02%0.02%0.02%Q4 2020Q3 20214
AMERICAN FINANCIAL GROUP INC 440.62%0.89%1.01%Q1 2020Q4 20204
FIRST HAWAIIAN BANK 330.00%0.00%0.01%Q2 2020Q4 20203
CERTUITY, LLC 210.01%0.01%0.01%Q4 2019Q3 20223
BlueCrest Capital Management Ltd 330.08%0.10%0.12%Q3 2017Q1 20183
BEACON INVESTMENT ADVISORS LLC 330.39%0.41%0.45%Q4 2022Q2 20233
LADENBURG THALMANN FINANCIAL SERVICES INC. 330.00%0.00%0.00%Q2 2019Q4 20193
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 330.00%0.00%0.00%Q3 2019Q1 20203
Jefferies Group LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q3 2021Q2 20223
ENVESTNET ASSET MANAGEMENT INC 110.00%0.00%0.00%Q4 2018Q3 20192
Institute for Wealth Management, LLC. 220.00%0.00%0.01%Q1 2022Q2 20222
EQUITEC SPECIALISTS, LLC 220.21%0.23%0.26%Q3 2018Q4 20182
Allianz Asset Management GmbH 220.00%0.00%0.00%Q3 2017Q4 20172
JOYN Advisors, Inc. 220.01%0.01%0.01%Q4 2017Q1 20182
BlackRock Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Cheyne Capital Management (UK) LLP 221.44%1.58%1.73%Q2 2018Q3 20182
Baker Ellis Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Apexium Financial, LP 220.01%0.01%0.01%Q4 2019Q1 20202
Maven Securities LTD 110.16%0.16%0.16%Q2 2021Q2 20211
B. Riley Financial, Inc. 110.02%0.02%0.02%Q1 2019Q1 20191
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q4 2020Q4 20201
Neuberger Berman Group LLC 110.07%0.07%0.07%Q2 2019Q2 20191
Verition Fund Management LLC 110.36%0.36%0.36%Q3 2017Q3 20171
CSS LLC/IL 110.20%0.20%0.20%Q3 2017Q3 20171
Independent Wealth Network Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
Shaolin Capital Management LLC 110.75%0.75%0.75%Q1 2020Q1 20201
HighTower Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
LPL Financial LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BESSEMER GROUP INC 110.02%0.02%0.02%Q4 2017Q4 20171
Wealthcare Advisory Partners LLC 110.00%0.00%0.00%Q1 2021Q1 20211
STANSBERRY ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SHENKMAN CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2020Q1 20201
Gladstone Institutional Advisory LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Weiss Asset Management LP 110.17%0.17%0.17%Q3 2017Q3 20171
K2 PRINCIPAL FUND, L.P. 111.14%1.14%1.14%Q2 2023Q2 20231
Sculptor Capital LP 110.03%0.03%0.03%Q3 2017Q3 20171
Beach Point Capital Management LP 110.65%0.65%0.65%Q2 2020Q2 20201
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Ameritas Investment Company, LLC 110.01%0.01%0.01%Q4 2018Q4 20181

This page lists all the filers that currently own REDWOOD TR INC or have owned REDWOOD TR INC in the past.