| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| NORTH STAR ASSET MANAGEMENT INC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q1 2017 | 12 |
| REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q3 2014 | 2 |
| GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
| AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2013 | Q3 2013 | 2 |
| Janney Montgomery Scott LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 2 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
| Cascade Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
| ORG Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
| Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
| Pinnacle West Asset Management, Inc. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2023 | Q2 2023 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own THORNBURG INV INC A or have owned THORNBURG INV INC A in the past.