Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17 | 17 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q2 2017 | 17 |
BANK OF AMERICA CORP /DE/ | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
ROYAL BANK OF CANADA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
CITIGROUP INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
WELCH & FORBES LLC | 17 | 17 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q2 2017 | 17 |
Invesco Ltd. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
WELLS FARGO & COMPANY/MN | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
PRINCIPAL FINANCIAL GROUP INC | 17 | 17 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Spectrum Asset Management, Inc. | 17 | 17 | 2.80% | 10.03% | 20.86% | Q2 2013 | Q2 2017 | 17 |
Janney Montgomery Scott LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 16 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 16 |
DEUTSCHE BANK AG\ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 16 |
Oakworth Capital, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 16 |
JPMORGAN CHASE & CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 14 |
D.A. DAVIDSON & CO. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 14 |
Commonwealth Equity Services, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 14 |
IPG Investment Advisors LLC | 8 | 6 | 0.08% | 0.45% | 0.88% | Q4 2013 | Q2 2017 | 14 |
Nuveen Asset Management, LLC | 13 | 13 | 0.00% | 0.34% | 2.16% | Q3 2012 | Q3 2015 | 13 |
WFG Advisors, LP | 10 | 2 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2016 | 12 |
Edge Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2017 | 12 |
EATON VANCE MANAGEMENT | 12 | 12 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q1 2017 | 12 |
AB CarVal Investors, LP | 11 | 11 | 1.67% | 14.63% | 75.17% | Q3 2013 | Q1 2016 | 11 |
Mercer Capital Advisers, Inc. | 11 | 11 | 0.15% | 0.17% | 0.18% | Q4 2014 | Q2 2017 | 11 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
SEI INVESTMENTS CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
BARCLAYS PLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 11 |
CREDIT SUISSE AG/ | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2017 | 10 |
NEXT Financial Group, Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 10 |
Summit Financial Wealth Advisors, LLC | 9 | 9 | 0.16% | 0.21% | 0.29% | Q2 2015 | Q2 2017 | 9 |
Evercore Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
CI Global Investments Inc. | 9 | 9 | 0.14% | 0.24% | 0.29% | Q2 2013 | Q2 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
JAMES INVESTMENT RESEARCH INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
BRAVE ASSET MANAGEMENT INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 8 |
GUGGENHEIM CAPITAL LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
LPL Financial LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Neuberger Berman Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 8 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
MORGAN STANLEY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
GOLDMAN SACHS GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2017 | 7 |
VALLEY NATIONAL ADVISERS INC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 7 |
Elite Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Creative Planning | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 6 |
Varde Management, L.P. | 6 | 6 | 11.61% | 32.91% | 56.84% | Q2 2014 | Q3 2015 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
BANK OF MONTREAL /CAN/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 6 |
IFP Advisors, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Stanford Investment Group, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 5 |
HIGH POINT BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 5 |
Clear Harbor Asset Management, LLC | 5 | 5 | 0.19% | 0.20% | 0.21% | Q4 2014 | Q4 2015 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
FIRST TRUST ADVISORS LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
P SCHOENFELD ASSET MANAGEMENT LP | 4 | 4 | 0.57% | 0.82% | 1.12% | Q3 2013 | Q2 2014 | 4 |
RAYMOND JAMES & ASSOCIATES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
LASRY MARC | 4 | 4 | 0.05% | 0.17% | 0.23% | Q3 2013 | Q2 2014 | 4 |
Senvest Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Corient Capital Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q1 2017 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 3 |
MID CONTINENT CAPITAL LLC/IL | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 3 |
Intellectus Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q2 2017 | 3 |
MILLENNIUM MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 3 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 3 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 2 |
PIPER SANDLER & CO. | 1 | 1 | 0.06% | 0.19% | 0.32% | Q1 2015 | Q3 2015 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2016 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q2 2017 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.30% | 0.31% | 0.33% | Q1 2011 | Q2 2011 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.16% | 0.20% | 0.24% | Q1 2017 | Q2 2017 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Field & Main Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
683 Capital Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2014 | Q2 2014 | 1 |
MCIA Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Tredje AP-fonden | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own ROYAL BK SCOTLAND GROUP PLC or have owned ROYAL BK SCOTLAND GROUP PLC in the past.