Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 61 |
CITIGROUP INC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 28 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2019 | 28 |
Walleye Trading LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2019 | 27 |
ROYAL BANK OF CANADA | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Citadel Advisors | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 27 |
Creative Planning | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 27 | 27 | 0.13% | 3.29% | 8.56% | Q4 2013 | Q2 2020 | 27 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2019 | 27 |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
WELLS FARGO & COMPANY/MN | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
UBS Group AG | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 23 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2018 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 21 |
Arrow Investment Advisors, LLC | 20 | 20 | 0.08% | 0.19% | 0.34% | Q2 2013 | Q1 2018 | 20 |
Cordasco Financial Network | 20 | 20 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2018 | 20 |
Fernwood Investment Management, LLC | 20 | 20 | 0.03% | 1.62% | 2.62% | Q4 2013 | Q3 2018 | 20 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2021 | 20 |
Cetera Advisor Networks LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2018 | 19 |
PNC FINANCIAL SERVICES GROUP, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
SOLARIS ASSET MANAGEMENT LLC | 18 | 18 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2017 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
BEACH INVESTMENT COUNSEL INC/PA | 18 | 18 | 0.04% | 0.07% | 0.12% | Q1 2013 | Q2 2017 | 18 |
RAYMOND JAMES TRUST N.A. | 18 | 18 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Janney Montgomery Scott LLC | 12 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 18 |
WOLVERINE TRADING, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 18 |
Brandywine Global Investment Management, LLC | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 17 |
DEUTSCHE BANK AG\ | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 16 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 16 | 16 | 0.06% | 3.66% | 5.12% | Q2 2013 | Q1 2017 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 16 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Barnett & Company, Inc. | 14 | 1 | 0.02% | 0.38% | 0.65% | Q2 2013 | Q3 2017 | 15 |
SECURITY NATIONAL TRUST CO | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Advisors Capital Management, LLC | 14 | 14 | 0.38% | 0.47% | 0.60% | Q2 2013 | Q3 2016 | 14 |
Highlander Capital Management, LLC | 13 | 1 | 0.00% | 0.08% | 0.14% | Q3 2013 | Q3 2017 | 14 |
AMERIPRISE FINANCIAL INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 14 |
Regent Investment Management LLC | 14 | 14 | 0.06% | 0.44% | 0.77% | Q3 2014 | Q4 2017 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2017 | 14 |
SIMPLEX TRADING, LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2019 | 14 |
JNBA Financial Advisors | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2018 | 14 |
Focused Wealth Management, Inc | 13 | 13 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Winslow, Evans & Crocker, Inc. | 13 | 13 | 0.00% | 0.10% | 0.13% | Q4 2013 | Q4 2016 | 13 |
GOLDMAN SACHS GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 13 |
GROUP ONE TRADING, L.P. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 13 |
OPPENHEIMER & CO INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 13 |
Legacy Advisors, LLC | 12 | 12 | 0.04% | 0.25% | 0.62% | Q4 2016 | Q3 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Renaissance Technologies | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 12 |
First Allied Advisory Services, Inc. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
HHG & Company, LLC | 12 | 12 | 0.35% | 0.55% | 0.74% | Q2 2013 | Q1 2016 | 12 |
OAKTREE CAPITAL MANAGEMENT LP | 12 | 12 | 0.10% | 0.24% | 0.43% | Q4 2016 | Q3 2019 | 12 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2013 | 11 |
AXAR CAPITAL MANAGEMENT L.P. | 11 | 11 | 3.25% | 12.28% | 46.90% | Q2 2017 | Q4 2019 | 11 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 11 | 11 | 2.08% | 2.59% | 3.23% | Q2 2013 | Q4 2015 | 11 |
Vantage Investment Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
Crescent Grove Advisors, LLC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q4 2019 | 11 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2016 | 11 |
Patten Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2017 | 10 |
BARCLAYS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 10 |
VSR Financial Services, Inc. | 9 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2016 | 10 |
Parallax Volatility Advisers, L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 10 |
Elite Wealth Management, Inc. | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2012 | Q3 2014 | 9 |
NEXT Financial Group, Inc | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 9 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 9 |
D.A. DAVIDSON & CO. | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2016 | 9 |
WealthPLAN Partners, LLC | 8 | 1 | 0.00% | 0.08% | 0.22% | Q2 2016 | Q4 2019 | 9 |
Global X Management CO LLC | 9 | 9 | 0.27% | 0.34% | 0.47% | Q3 2014 | Q3 2016 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q3 2016 | 9 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 8 |
Sigma Planning Corp | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2016 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
AllSquare Wealth Management LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 8 |
Texas Yale Capital Corp. | 8 | 8 | 0.02% | 0.10% | 0.12% | Q4 2014 | Q3 2016 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
Cetera Advisors LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q4 2015 | 8 |
SIGNATUREFD, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 8 |
WEDBUSH SECURITIES INC | 5 | 3 | 0.01% | 0.03% | 0.09% | Q1 2016 | Q2 2019 | 8 |
FIRST MANHATTAN CO. LLC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 8 |
InterOcean Capital, LLC | 7 | 7 | 0.11% | 0.21% | 0.28% | Q2 2014 | Q4 2015 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
SEI INVESTMENTS CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 7 |
Bruderman Asset Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
GLENMEDE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 7 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.26% | 0.32% | 0.44% | Q1 2015 | Q3 2016 | 7 |
Conservest Capital Advisors, Inc. | 7 | 7 | 0.01% | 0.15% | 0.27% | Q1 2017 | Q3 2018 | 7 |
Pinnacle Summer Investments, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
HighTower Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Quinn Opportunity Partners LLC | 6 | 6 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q2 2018 | 6 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2016 | 6 |
MILLER VALUE PARTNERS, LLC | 6 | 6 | 0.04% | 0.06% | 0.06% | Q3 2014 | Q4 2015 | 6 |
MCKINLEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2016 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 6 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Chessman Wealth Strategies RIA | 5 | 5 | 0.04% | 0.09% | 0.14% | Q4 2017 | Q4 2018 | 5 |
Benchmark Capital Advisors | 5 | 5 | 0.09% | 0.13% | 0.19% | Q4 2017 | Q4 2018 | 5 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 2 | 0.04% | 0.06% | 0.12% | Q3 2017 | Q1 2019 | 5 |
NICHOLAS COMPANY, INC. | 5 | 5 | 0.03% | 0.11% | 0.18% | Q3 2015 | Q3 2016 | 5 |
Verition Fund Management LLC | 3 | 2 | 0.06% | 0.13% | 0.24% | Q1 2018 | Q2 2019 | 5 |
CREDIT SUISSE AG/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2015 | 4 |
DF DENT & CO INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Financial Management Professionals, Inc. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2016 | 4 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2017 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q4 2015 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
KEELEY ASSET MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2015 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2017 | 4 |
WELCH & FORBES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
APPLETON PARTNERS INC/MA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 4 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.46% | 0.61% | 0.81% | Q1 2016 | Q3 2016 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 3 |
Drexel Morgan & Co. | 3 | 3 | 0.24% | 0.25% | 0.25% | Q4 2015 | Q2 2016 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
J.P. Morgan Private Wealth Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 3 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 3 |
Coe Capital Management, LLC | 3 | 3 | 0.19% | 0.26% | 0.31% | Q4 2014 | Q2 2015 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
First Western Capital Management Co | 3 | 3 | 0.20% | 0.27% | 0.32% | Q4 2013 | Q2 2014 | 3 |
STALEY CAPITAL ADVISERS INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Csenge Advisory Group | 3 | 3 | 0.07% | 0.08% | 0.10% | Q3 2017 | Q1 2018 | 3 |
SMITH, MOORE & CO. | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2016 | Q3 2016 | 3 |
BerganKDV Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.18% | 0.24% | 0.29% | Q4 2014 | Q2 2015 | 3 |
Salient Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2017 | 3 |
Virtu Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 3 |
FIRST NATIONAL BANK SIOUX FALLS | 3 | 3 | 0.17% | 0.17% | 0.18% | Q2 2013 | Q4 2013 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2015 | 3 |
SEARLE & CO. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.10% | 0.13% | 0.19% | Q1 2016 | Q3 2016 | 3 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2015 | Q4 2015 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.45% | 0.52% | 0.59% | Q2 2013 | Q3 2013 | 2 |
Jefferies Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
SOUTH GEORGIA CAPITAL, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Fondren Management LP | 1 | 1 | 0.60% | 1.55% | 2.50% | Q4 2016 | Q2 2018 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
PRIVATE TRUST CO NA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2013 | Q2 2013 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Tiller Private Wealth, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Saba Capital Management, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Cloud Gate Capital, LLC | 2 | 2 | 1.26% | 1.41% | 1.57% | Q1 2015 | Q2 2015 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.08% | 0.27% | 0.46% | Q2 2016 | Q1 2017 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Hilton Capital Management, LLC | 2 | 2 | 2.10% | 2.18% | 2.26% | Q3 2015 | Q4 2015 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
Thrax Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q4 2019 | Q4 2019 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Parkwood LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q2 2017 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
GLG LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2017 | Q2 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Grace Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2017 | Q2 2017 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Financial Architects, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Cloverdale Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2016 | Q4 2016 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ENVESTNET ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Centaur Capital | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2016 | Q3 2016 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Alden Global Capital LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2017 | Q1 2017 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own STONEMOR PARTNERS L P or have owned STONEMOR PARTNERS L P in the past.