Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
GUGGENHEIM CAPITAL LLC | 28 | 28 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2020 | 28 |
Invesco Ltd. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
HighTower Advisors, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER & CO INC | 21 | 4 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2019 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
Thomas J. Herzfeld Advisors, Inc. | 23 | 23 | 0.05% | 1.24% | 2.10% | Q4 2013 | Q2 2019 | 23 |
Advisors Asset Management, Inc. | 22 | 22 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q3 2018 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2019 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2020 | 22 |
Mariner, LLC | 16 | 3 | 0.01% | 0.05% | 0.10% | Q3 2014 | Q3 2019 | 19 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 18 | 18 | 0.01% | 0.05% | 0.14% | Q4 2015 | Q1 2020 | 18 |
CITIGROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 18 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
FIRST TRUST ADVISORS LP | 8 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2020 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2020 | 14 |
AMERIPRISE FINANCIAL INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 13 |
MSI Financial Services Inc | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.09% | 0.16% | Q2 2017 | Q1 2020 | 12 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 12 | 12 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q1 2020 | 12 |
US BANCORP \DE\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2019 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2019 | 10 |
SMITH HAYES Advisers, Inc | 10 | 10 | 0.06% | 0.13% | 0.20% | Q2 2013 | Q3 2015 | 10 |
LPL Financial LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 10 |
SIT INVESTMENT ASSOCIATES INC | 8 | 2 | 0.00% | 0.06% | 0.12% | Q4 2015 | Q3 2018 | 10 |
Janney Montgomery Scott LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2015 | 10 |
FIFTH THIRD BANCORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Freestone Capital Holdings, LLC | 9 | 9 | 0.03% | 0.10% | 0.14% | Q1 2016 | Q1 2018 | 9 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 8 |
STIFEL FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 8 |
USCA RIA LLC | 6 | 2 | 0.06% | 0.08% | 0.16% | Q2 2013 | Q2 2015 | 8 |
Cardan Capital Partners, LLC | 4 | 4 | 0.03% | 0.07% | 0.09% | Q1 2016 | Q3 2018 | 8 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
OneDigital Investment Advisors LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2019 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2016 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
TFS CAPITAL LLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q2 2016 | 7 |
RB Capital Management, LLC | 6 | 6 | 0.00% | 0.16% | 0.25% | Q4 2016 | Q1 2018 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Quantum Capital Management, LLC / NJ | 6 | 6 | 0.23% | 0.28% | 0.33% | Q1 2018 | Q2 2019 | 6 |
Selective Wealth Management, Inc. | 5 | 1 | 0.03% | 1.10% | 5.11% | Q3 2018 | Q1 2020 | 6 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 6 | 6 | 0.13% | 0.20% | 0.32% | Q2 2015 | Q3 2016 | 6 |
People's United Financial, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2019 | 6 |
UBS AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Winslow, Evans & Crocker, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Liberty Capital Management, Inc. | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2017 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q1 2020 | 5 |
RMB Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 4 | 4 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Miller Investment Management, LP | 3 | 1 | 0.08% | 0.11% | 0.12% | Q2 2018 | Q4 2019 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.09% | Q1 2016 | Q4 2016 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 4 |
Cavalier Investments, LLC | 4 | 4 | 0.27% | 0.43% | 0.56% | Q3 2016 | Q2 2017 | 4 |
Raymond James Financial Services Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q4 2016 | 4 |
WFG Advisors, LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
JT Stratford LLC | 4 | 4 | 0.30% | 0.56% | 0.78% | Q4 2016 | Q3 2017 | 4 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q1 2016 | 3 |
Estabrook Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 3 |
Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
CORNERSTONE ADVISORS INC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2018 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CAMDEN NATIONAL BANK | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2016 | Q3 2016 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
DEUTSCHE BANK AG\ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2015 | Q4 2018 | 2 |
Cannell Capital | 2 | 2 | 0.24% | 0.29% | 0.35% | Q4 2015 | Q1 2016 | 2 |
AQR Arbitrage LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Cornerstone Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2016 | Q1 2016 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
AMERICAN INTERNATIONAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BlackRock Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ROBINSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2013 | Q4 2013 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
OSAIC HOLDINGS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
External links
This page lists all the filers that currently own TORTOISE PIPELINE & ENERGY F or have owned TORTOISE PIPELINE & ENERGY F in the past.