| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROTHSCHILD INVESTMENT LLC /IL | 19 | 19 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2020 | 19 |
| Hemenway Trust Co LLC | 18 | 18 | 0.03% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
| Williams Jones Wealth Management, LLC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
| GOFEN & GLOSSBERG LLC /IL/ | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 14 |
| CATAWBA CAPITAL MANAGEMENT /VA | 10 | 10 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q1 2017 | 10 |
| QCI ASSET MANAGEMENT INC/NY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Almanack Investment Partners, LLC. | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2019 | Q3 2019 | 2 |
| HAYS ADVISORY LLC | 1 | 1 | 0.13% | 0.16% | 0.19% | Q1 2018 | Q3 2018 | 2 |
| CCM INVESTMENT ADVISERS LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q3 2018 | 2 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
| FULTON BANK, N.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
| ADVISOR PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
| Summit Global Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
| Advocacy Wealth Management Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
This page lists all the filers that currently own ROWE T PRICE DIVID GRW COM or have owned ROWE T PRICE DIVID GRW COM in the past.