SWEDISH EXPT CR CORP shareholder history

Current and past SWEDISH EXPT CR CORP shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CPWM, LLC 44440.02%0.06%0.18%Q4 2011Q3 202244
FIRST NATIONAL TRUST CO 38380.02%0.04%0.07%Q2 2013Q3 202238
Marble Harbor Investment Counsel, LLC 38380.08%0.13%0.19%Q2 2013Q3 202238
WELLS FARGO & COMPANY/MN 38380.00%0.03%0.16%Q2 2013Q3 202238
ROYAL BANK OF CANADA 38380.00%0.00%0.00%Q2 2013Q3 202238
Ancora Advisors LLC 38380.00%0.34%1.06%Q2 2013Q3 202238
MORGAN STANLEY 3210.00%0.00%0.00%Q2 2013Q3 202236
Transamerica Financial Advisors, Inc. 3320.00%0.45%1.03%Q2 2013Q3 202235
SUSQUEHANNA INTERNATIONAL GROUP, LLP 34340.00%0.00%0.01%Q2 2014Q3 202234
Highlander Capital Management, LLC 33330.00%0.00%0.00%Q3 2014Q3 202233
D.A. DAVIDSON & CO. 33330.00%0.17%0.45%Q3 2014Q3 202233
KWMG, LLC 32320.63%1.23%1.94%Q4 2014Q3 202232
UBS Group AG 32320.00%0.00%0.00%Q4 2014Q3 202232
ENVESTNET ASSET MANAGEMENT INC 17140.00%0.01%0.02%Q2 2013Q3 202231
ROBERTS GLORE & CO INC /IL/ 18120.02%1.21%4.42%Q2 2013Q4 202030
JNBA Financial Advisors 1330.00%0.66%3.18%Q2 2013Q3 202230
BANK OF AMERICA CORP /DE/ 30300.00%0.02%0.06%Q2 2013Q3 202030
HighTower Advisors, LLC 1730.00%0.01%0.04%Q2 2013Q3 202229
JANE STREET GROUP, LLC 1410.00%0.00%0.03%Q1 2014Q3 202228
BRR OpCo, LLC 28281.73%3.81%5.66%Q4 2015Q3 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.01%0.04%Q2 2013Q4 201927
Sutton Wealth Advisors Inc. 27270.25%1.23%2.98%Q1 2016Q3 202227
OLD MISSION CAPITAL LLC 1120.00%0.06%0.74%Q4 2014Q2 202226
Cambridge Investment Research Advisors, Inc. 25250.00%0.00%0.01%Q2 2013Q2 201925
TWO SIGMA SECURITIES, LLC 910.00%0.05%0.38%Q2 2015Q3 202220
Wealthspire Advisors, L.P. 20200.03%0.18%0.31%Q4 2015Q3 202020
IFP Advisors, Inc 1110.00%0.00%0.00%Q4 2015Q2 202120
US BANCORP \DE\ 19190.00%0.00%0.00%Q2 2013Q4 201719
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
Freedom Investment Management, Inc. 1630.01%0.03%0.10%Q1 2014Q2 201919
EATON VANCE MANAGEMENT 920.00%0.00%0.00%Q2 2013Q1 202118
Raymond James Financial Services Advisors, Inc. 1350.00%0.00%0.00%Q1 2016Q3 202218
BANK OF MONTREAL /CAN/ 1110.00%0.00%0.00%Q2 2013Q4 201918
BENNICAS & ASSOCIATES, INC. 18180.06%0.17%0.34%Q2 2013Q3 201718
Relative Value Partners Group, LLC 1160.01%0.02%0.05%Q4 2015Q3 202017
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 17170.00%0.00%0.00%Q3 2018Q3 202217
First PREMIER Bank 17170.10%0.29%0.70%Q4 2015Q4 201917
Commonwealth Equity Services, Inc 16160.00%0.01%0.05%Q2 2013Q1 201716
FINANCIAL LIFE ADVISORS 920.06%0.26%0.93%Q4 2017Q3 202216
Sepio Capital, LP 16160.02%0.03%0.04%Q4 2018Q3 202216
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
HSBC HOLDINGS PLC 1230.00%0.02%0.03%Q1 2012Q2 201615
BRADLEY FOSTER & SARGENT INC/CT 15150.01%0.01%0.01%Q2 2013Q4 201615
RAYMOND JAMES & ASSOCIATES 1210.00%0.00%0.01%Q2 2013Q3 201815
Tower Research Capital LLC (TRC) 15150.00%0.00%0.00%Q1 2019Q3 202215
CWM, LLC 1050.00%0.02%0.27%Q2 2016Q2 202115
SMITH, MOORE & CO. 13130.06%0.08%0.10%Q1 2016Q1 201913
AMERIPRISE FINANCIAL INC 610.00%0.00%0.00%Q2 2013Q4 201813
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
PRINCIPAL FINANCIAL GROUP INC 12120.00%0.00%0.00%Q4 2018Q3 202112
Virtu KCG Holdings LLC 710.00%0.01%0.04%Q3 2013Q2 201712
OSAIC HOLDINGS, INC. 11110.00%0.00%0.00%Q1 2020Q3 202211
Citadel Advisors 310.00%0.00%0.00%Q3 2014Q3 202111
HOWE & RUSLING INC 10100.00%0.00%0.00%Q1 2014Q2 201610
FIRST QUADRANT LLC/CA 10100.16%0.93%7.59%Q4 2019Q1 202210
Advisor Group, Inc. 10100.00%0.00%0.00%Q3 2017Q4 201910
PENINSULA ASSET MANAGEMENT INC 10100.82%1.88%2.90%Q2 2013Q3 201510
TD Capital Management LLC 990.00%0.00%0.00%Q3 2017Q3 20199
RENAISSANCE GROUP LLC 990.02%0.02%0.02%Q3 2016Q3 20189
PNC FINANCIAL SERVICES GROUP, INC. 510.00%0.00%0.00%Q2 2013Q2 20219
Janney Montgomery Scott LLC 720.00%0.01%0.02%Q3 2013Q4 20159
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 990.02%0.03%0.05%Q2 2013Q2 20159
Wealthspire Advisors, LLC 810.02%0.03%0.05%Q1 2020Q3 20229
Veritable, L.P. 880.00%0.00%0.00%Q4 2013Q3 20158
CIBC Private Wealth Group, LLC 880.00%0.00%0.00%Q1 2018Q4 20198
DAVIDSON TRUST CO 880.16%0.17%0.18%Q4 2019Q3 20218
Lehman Financial Resources, Inc. 880.00%0.00%0.00%Q4 2012Q3 20148
UNITED CAPITAL FINANCIAL ADVISORS, LLC 710.00%0.01%0.01%Q1 2014Q3 20188
Mosaic Financial Partners, Inc. 881.80%3.24%5.36%Q3 2013Q2 20158
Syntal Capital Partners, LLC 880.03%0.13%0.24%Q2 2014Q1 20168
MANAGED ACCOUNT ADVISORS LLC 770.00%0.02%0.04%Q4 2013Q2 20157
Stratos Wealth Partners, LTD. 410.00%0.00%0.00%Q4 2017Q3 20227
Baystate Wealth Management LLC 610.00%0.01%0.03%Q2 2013Q3 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.06%0.07%0.09%Q2 2013Q4 20147
BADGLEY PHELPS & BELL INC 771.03%2.05%2.55%Q2 2013Q4 20147
Centric Wealth Management 610.24%0.36%0.62%Q4 2018Q3 20207
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 770.87%1.11%1.26%Q4 2015Q2 20177
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q2 2016Q3 20187
Addison Advisors LLC 610.13%0.18%0.21%Q4 2020Q3 20227
BAROMETER CAPITAL MANAGEMENT INC. 660.09%0.20%0.29%Q1 2021Q2 20226
WASHINGTON TRUST BANK 410.00%0.01%0.02%Q1 2014Q4 20166
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
BLACKROCK ADVISORS LLC 210.00%0.00%0.00%Q2 2013Q4 20166
Alexandria Capital, LLC 660.01%0.02%0.03%Q2 2014Q3 20156
Vestmark Advisory Solutions, Inc. 660.01%0.01%0.01%Q2 2021Q3 20226
Baird Financial Group, Inc. 660.01%0.01%0.01%Q2 2015Q3 20166
M&T BANK CORP 510.00%0.00%0.00%Q3 2013Q3 20156
Carroll Financial Associates, Inc. 660.01%0.01%0.01%Q2 2013Q3 20146
AE Wealth Management LLC 660.00%0.00%0.01%Q1 2021Q2 20226
Anchor Investment Management, LLC 660.00%0.00%0.00%Q3 2017Q4 20186
Teamwork Financial Advisors, LLC 660.09%0.12%0.18%Q1 2021Q2 20226
FIFTH THIRD BANCORP 550.00%0.00%0.00%Q2 2014Q2 20155
BlackRock Inc. 410.00%0.00%0.00%Q1 2017Q1 20195
LPL Financial LLC 320.00%0.00%0.00%Q4 2015Q2 20195
Parallel Advisors, LLC 410.00%0.00%0.00%Q4 2016Q3 20225
Kore Private Wealth LLC 320.00%0.00%0.00%Q4 2018Q2 20205
Continuum Advisory, LLC 550.27%0.34%0.48%Q1 2017Q1 20185
Gemmer Asset Management LLC 550.00%0.00%0.00%Q4 2020Q4 20215
CoreCommodity Management, LLC 550.04%0.05%0.07%Q4 2013Q4 20145
TRUE Private Wealth Advisors 310.00%0.00%0.00%Q3 2018Q2 20205
CITIGROUP INC 110.00%0.00%0.00%Q2 2013Q4 20165
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q1 2012Q3 20155
Pinnacle Summer Investments, Inc. 550.00%0.00%0.00%Q2 2013Q2 20145
Creative Planning 210.00%0.00%0.00%Q4 2014Q4 20165
Gupta Wealth Management LLC 550.00%0.00%0.00%Q1 2015Q1 20165
One Wealth Advisors, LLC 410.02%0.04%0.04%Q4 2017Q1 20195
FLOW TRADERS U.S. LLC 320.01%0.01%0.01%Q2 2021Q3 20225
FARMERS & MERCHANTS INVESTMENTS INC 410.00%0.00%0.00%Q2 2018Q2 20225
Evanson Asset Management, LLC 440.05%0.05%0.06%Q4 2013Q3 20144
Valeo Financial Advisors, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Virtu Financial LLC 310.01%0.01%0.02%Q1 2018Q2 20194
SEI INVESTMENTS CO 310.00%0.00%0.00%Q4 2015Q2 20184
CAPTRUST FINANCIAL ADVISORS 440.00%0.00%0.00%Q3 2021Q2 20224
Kernodle & Katon Asset Management Group, LLC 440.00%0.00%0.00%Q4 2015Q3 20164
Beirne Wealth Consulting Services, LLC 440.12%0.12%0.13%Q4 2018Q3 20194
PDS Planning, Inc 440.10%0.11%0.12%Q1 2019Q4 20194
YARGER WEALTH STRATEGIES, LLC 440.25%0.34%0.39%Q4 2021Q3 20224
HOWLAND CAPITAL MANAGEMENT LLC 440.02%0.02%0.02%Q3 2013Q2 20144
HEADINVEST, LLC 440.04%0.04%0.05%Q3 2014Q2 20154
Evercore Wealth Management, LLC 220.00%0.00%0.00%Q4 2013Q3 20154
Horrell Capital Management, Inc. 440.00%0.00%0.00%Q2 2014Q1 20154
BLB&B Advisors, LLC 330.02%0.02%0.02%Q4 2015Q2 20163
American Financial Advisors, LLC 330.04%0.15%0.23%Q4 2018Q2 20193
NORTHERN TRUST CORP 330.00%0.00%0.00%Q1 2015Q3 20153
IHT Wealth Management, LLC 330.00%0.00%0.00%Q1 2017Q3 20173
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Hemenway Trust Co LLC 331.45%1.59%1.72%Q1 2013Q3 20133
Laurel Wealth Advisors LLC 210.00%0.00%0.00%Q4 2019Q2 20223
WFG Advisors, LP 330.00%0.00%0.00%Q2 2013Q4 20133
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q2 2016Q4 20163
DUBUQUE BANK & TRUST CO 330.00%0.00%0.00%Q3 2018Q1 20193
Sigma Planning Corp 210.00%0.00%0.01%Q1 2021Q1 20223
Kestra Advisory Services, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Brinker Capital Investments, LLC 210.00%0.00%0.00%Q4 2015Q2 20193
Plante Moran Financial Advisors, LLC 110.00%0.02%0.04%Q4 2013Q2 20193
MONEY CONCEPTS CAPITAL CORP 330.00%0.00%0.00%Q1 2022Q3 20223
CHILTON CAPITAL MANAGEMENT LLC 330.00%0.00%0.00%Q2 2013Q4 20133
Chicago Partners Investment Group LLC 220.00%0.00%0.00%Q2 2018Q3 20182
Compagnie Lombard Odier SCmA 220.00%0.00%0.00%Q2 2018Q3 20182
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2015Q4 20162
Clearstead Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q3 2013Q1 20142
Centre Asset Management, LLC 220.38%0.39%0.40%Q3 2013Q4 20132
DOWLING & YAHNKE LLC 220.02%0.02%0.02%Q1 2014Q2 20142
PRIVATE TRUST CO NA 220.00%0.00%0.00%Q2 2014Q3 20142
OPTIMUM INVESTMENT ADVISORS 220.01%0.03%0.05%Q2 2018Q3 20182
Bell Bank 220.06%0.06%0.06%Q2 2014Q3 20142
Jane Street Holding, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
COMMONWEALTH EQUITY SERVICES, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Geneos Wealth Management Inc. 220.00%0.00%0.00%Q1 2016Q2 20162
WEST BANCORPORATION INC 220.02%0.02%0.02%Q2 2022Q3 20222
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q3 2014Q1 20212
OneDigital Investment Advisors LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Wealth Enhancement & Preservation of GA, LLC 221.62%2.23%2.83%Q1 2022Q2 20222
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
BENJAMIN F. EDWARDS & COMPANY, INC. 220.00%0.00%0.00%Q4 2016Q1 20172
SMITH HAYES Advisers, Inc 220.06%0.07%0.07%Q2 2013Q3 20132
BAIRD ROBERT W & CO INC /WI/ 220.01%0.01%0.01%Q4 2014Q1 20152
Cutler Group LLC / CA 220.00%0.00%0.00%Q1 2022Q2 20222
Bank of New York Mellon Corp 110.00%0.00%0.00%Q2 2014Q1 20212
VALENTINE VENTURES LLC 111.24%1.82%2.40%Q4 2015Q4 20182
TIAA CREF TRUST CO FSB/MO 110.01%0.01%0.01%Q2 2013Q2 20131
COMERICA BANK 110.00%0.00%0.00%Q2 2013Q2 20131
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
HARBOR INVESTMENT ADVISORY, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Bellwether Investment Group, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
MUFG Americas Holdings Corp 110.00%0.00%0.00%Q1 2013Q1 20131
Advisory Alpha, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BOKF, NA 110.00%0.00%0.00%Q3 2018Q3 20181
Bison Wealth, LLC 110.08%0.08%0.08%Q4 2014Q4 20141
STIFEL FINANCIAL CORP 110.00%0.00%0.00%Q4 2019Q4 20191
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
Ahrens Investment Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
STEPHENS INC /AR/ 110.01%0.01%0.01%Q3 2018Q3 20181
People's United Financial, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
AMERICAN NATIONAL BANK 110.05%0.05%0.05%Q1 2014Q1 20141
BESSEMER GROUP INC 110.00%0.00%0.00%Q1 2015Q1 20151
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2018Q1 20181
KNIGHT CAPITAL GROUP LLC 110.00%0.00%0.00%Q2 2013Q2 20131
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 110.14%0.14%0.14%Q1 2014Q1 20141
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Haverford Trust Co 110.01%0.01%0.01%Q3 2014Q3 20141
RWA WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
ALLIANCEBERNSTEIN L.P. 110.00%0.00%0.00%Q2 2015Q2 20151
SIMPLEX TRADING, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
MILLENNIUM MANAGEMENT LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q4 2019Q4 20191
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q2 2014Q2 20141
Evolution Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
COMMERZBANK AKTIENGESELLSCHAFT /FI 110.00%0.00%0.00%Q2 2014Q2 20141
TWO SIGMA ADVISERS, LP 110.00%0.00%0.00%Q2 2013Q2 20131
MGO ONE SEVEN LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Barrett Asset Management, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
Sunbelt Securities, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Madden Advisory Services, Inc. 110.00%0.00%0.00%Q2 2013Q2 20131
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 110.00%0.00%0.00%Q1 2014Q1 20141
HM PAYSON & CO 110.01%0.01%0.01%Q1 2015Q1 20151
HRT FINANCIAL LP 110.24%0.24%0.24%Q1 2015Q1 20151
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2013Q4 20131
OLD MISSION CAPITAL, LLC 110.12%0.12%0.12%Q4 2016Q4 20161
External links

This page lists all the filers that currently own SWEDISH EXPT CR CORP or have owned SWEDISH EXPT CR CORP in the past.