| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
| BARD ASSOCIATES INC | 12 | 12 | 1.06% | 1.58% | 2.04% | Q4 2020 | Q3 2023 | 12 |
| Aristides Capital LLC | 12 | 12 | 0.49% | 0.99% | 1.59% | Q4 2020 | Q3 2023 | 12 |
| Cannell Capital | 12 | 12 | 0.13% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 12 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
| WOLVERINE ASSET MANAGEMENT LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 12 |
| IFP Advisors, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
| Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.13% | 0.27% | Q2 2021 | Q3 2023 | 10 |
| Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
| LINCOLN NATIONAL CORP | 10 | 10 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2022 | 10 |
| Selective Wealth Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
| BANK OF AMERICA CORP /DE/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
| Geneos Wealth Management Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
| FNY Investment Advisers, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
| QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
| Saba Capital Management, L.P. | 8 | 8 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
| Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
| RAYMOND JAMES & ASSOCIATES | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
| Almitas Capital LLC | 3 | 2 | 0.00% | 0.29% | 1.10% | Q3 2020 | Q2 2023 | 7 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.03% | 0.13% | 0.18% | Q2 2020 | Q4 2021 | 7 |
| Private Advisor Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
| CSS LLC/IL | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
| D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| OTA Financial Group L.P. | 6 | 6 | 0.22% | 0.34% | 0.43% | Q3 2020 | Q4 2021 | 6 |
| GUGGENHEIM CAPITAL LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
| CITIGROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
| Invesco Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
| AMERIPRISE FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 5 |
| Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
| SIT INVESTMENT ASSOCIATES INC | 2 | 2 | 0.01% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 4 |
| 6 Meridian | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 3 |
| Matisse Capital | 3 | 3 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q2 2021 | 3 |
| Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Zimmer Partners, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
| BESSEMER GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
| RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
| Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
| HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| Quantedge Capital Pte Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
| Tower View Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| Sea Otter Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
| CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
| COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 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.