Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HSBC HOLDINGS PLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2017 | 19 |
BANK OF MONTREAL /CAN/ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
FIRST MANHATTAN CO. LLC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
ROYAL BANK OF CANADA | 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 |
WELLS FARGO & COMPANY/MN | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
WELCH & FORBES LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
BANK OF AMERICA CORP /DE/ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Selway Asset Management | 17 | 17 | 0.54% | 0.62% | 0.76% | Q2 2013 | Q2 2017 | 17 |
HUNTINGTON NATIONAL BANK | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q4 2012 | 16 |
UNITED FIRE GROUP INC | 9 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 16 |
CITIGROUP INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
COHEN & STEERS, INC. | 15 | 15 | 0.00% | 0.01% | 0.18% | Q3 2013 | Q1 2017 | 15 |
Edge Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 14 |
EASTERN BANK | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
People's United Financial, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 13 |
GAM Holding AG | 13 | 13 | 0.00% | 0.06% | 0.08% | Q2 2014 | Q2 2017 | 13 |
Spectrum Asset Management, Inc. | 13 | 13 | 0.09% | 0.47% | 1.12% | Q1 2014 | Q1 2017 | 13 |
DEUTSCHE BANK AG\ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 13 |
QUALCOMM INC/DE | 11 | 11 | 0.27% | 0.59% | 0.93% | Q1 2014 | Q3 2016 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
Renaissance Technologies | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Janney Montgomery Scott LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 11 |
Mercer Capital Advisers, Inc. | 11 | 11 | 0.09% | 0.09% | 0.10% | Q4 2014 | Q2 2017 | 11 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q3 2015 | 10 |
Summit Financial Wealth Advisors, LLC | 9 | 9 | 0.51% | 0.69% | 0.98% | Q2 2015 | Q2 2017 | 9 |
Parkside Financial Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
MORGAN STANLEY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
IFP Advisors, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
EFG Asset Management (Americas) Corp. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q1 2015 | 6 |
Bank of New York Mellon Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Glovista Investments LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
KMS FINANCIAL SERVICES, INC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2013 | Q3 2014 | 4 |
BHF Kleinwort Benson Group S.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 4 |
Corient Capital Partners, LLC | 4 | 4 | 0.16% | 0.17% | 0.19% | Q3 2016 | Q2 2017 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.29% | 0.35% | 0.40% | Q3 2016 | Q2 2017 | 4 |
Bell Rock Capital LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q2 2017 | 3 |
JPMORGAN CHASE & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 3 |
PNC FINANCIAL SERVICES GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Sanders Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2011 | Q2 2012 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
FLAHERTY & CRUMRINE INC | 2 | 2 | 3.41% | 3.68% | 3.94% | Q1 2014 | Q2 2014 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
AMERICAN ASSET MANAGEMENT INC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q3 2015 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.68% | 0.76% | 0.84% | Q4 2016 | Q1 2017 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q2 2013 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2017 | 2 |
Catamount Wealth Management | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
LPL Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 2 |
BlackRock Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 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.