UBS AG JERSEY BRH shareholder history

Current and past UBS AG JERSEY BRH shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
FIFTH THIRD BANCORP 30300.02%1.65%2.72%Q2 2013Q3 202030
NBW CAPITAL LLC 30300.06%3.11%6.51%Q2 2013Q3 202030
WELLS FARGO & COMPANY/MN 30300.00%0.15%0.27%Q2 2013Q3 202030
PNC FINANCIAL SERVICES GROUP, INC. 30300.00%0.13%0.22%Q2 2013Q3 202030
JMG Financial Group, Ltd. 30300.01%1.37%2.32%Q2 2013Q3 202030
Homrich & Berg 30300.01%4.72%9.98%Q2 2013Q3 202030
AMERIPRISE FINANCIAL INC 30300.00%0.00%0.01%Q2 2013Q3 202030
ROYAL BANK OF CANADA 30300.00%0.00%0.00%Q2 2013Q3 202030
BANK OF AMERICA CORP /DE/ 30300.00%0.02%0.07%Q2 2013Q3 202030
JPMORGAN CHASE & CO 29290.00%0.00%0.01%Q2 2013Q2 202029
MAI Capital Management 29290.02%0.67%1.87%Q2 2013Q2 202029
MURPHY CAPITAL MANAGEMENT INC 28280.02%0.30%0.74%Q2 2013Q1 202028
Winslow, Evans & Crocker, Inc. 28280.00%0.05%0.15%Q4 2013Q3 202028
Capital Investment Advisors, LLC 28280.03%0.89%1.50%Q4 2013Q3 202028
RAYMOND JAMES & ASSOCIATES 28280.00%0.02%0.12%Q2 2013Q1 202028
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.00%0.01%Q2 2013Q4 201927
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 27270.85%2.62%5.05%Q2 2013Q4 201927
MORGAN STANLEY 27270.00%0.00%0.01%Q1 2014Q3 202027
US BANCORP \DE\ 27270.00%0.00%0.00%Q2 2013Q4 201927
SUSQUEHANNA INTERNATIONAL GROUP, LLP 920.00%0.00%0.01%Q2 2013Q3 202027
BANK OF THE WEST 26260.04%0.15%0.30%Q2 2014Q3 202026
Diversified Trust Co 2210.07%3.53%6.56%Q2 2013Q1 202026
MOTCO 26260.01%0.15%0.42%Q3 2013Q4 201926
ASPIRIANT, LLC 26260.90%8.01%15.02%Q2 2013Q3 201926
Carroll Financial Associates, Inc. 26260.00%0.28%1.21%Q2 2013Q3 201926
Janney Montgomery Scott LLC 25250.00%0.05%0.16%Q3 2013Q3 201925
LPL Financial LLC 13120.00%0.04%0.18%Q2 2013Q3 201925
COBIZ WEALTH, LLC 13100.17%0.72%2.23%Q2 2013Q2 201923
UBS Group AG 2120.00%0.00%0.00%Q4 2014Q3 202023
Creative Planning 870.00%0.00%0.00%Q2 2013Q1 202023
SIGNATUREFD, LLC 2020.00%3.08%5.57%Q4 2013Q3 202022
DEUTSCHE BANK AG\ 1840.00%0.00%0.00%Q3 2014Q1 202022
Transamerica Financial Advisors, Inc. 22220.14%0.38%1.04%Q1 2015Q2 202022
IFP Advisors, Inc 1480.00%0.02%0.06%Q4 2015Q2 202122
QUADRANT CAPITAL GROUP LLC 21210.00%0.37%1.63%Q2 2015Q2 202021
JANE STREET GROUP, LLC 1110.00%0.01%0.06%Q2 2014Q3 202021
Plante Moran Financial Advisors, LLC 1920.01%0.03%0.10%Q2 2013Q4 201821
Salient Capital Advisors, LLC 21210.02%0.03%0.05%Q2 2013Q2 201821
ENVESTNET ASSET MANAGEMENT INC 21210.00%0.07%0.15%Q2 2013Q2 201821
CAPITAL ONE, NATIONAL ASSOCIATION 21210.39%1.17%2.11%Q2 2013Q2 201821
STIFEL FINANCIAL CORP 20200.00%0.00%0.01%Q4 2015Q3 202020
Mosaic Financial Partners, Inc. 20204.65%7.36%8.76%Q2 2013Q1 201820
Virtu Financial LLC 910.02%0.56%2.04%Q4 2013Q3 202020
RiverFront Investment Group, LLC 1370.13%1.48%3.54%Q2 2010Q3 201720
REGIONS FINANCIAL CORP 1270.00%0.01%0.03%Q4 2013Q1 201919
Parallax Volatility Advisers, L.P. 19190.00%0.00%0.00%Q4 2014Q2 201919
CHOREO, LLC 19190.05%0.24%0.84%Q1 2014Q3 201819
HBK Sorce Advisory LLC 19190.03%1.58%3.83%Q2 2013Q4 201719
Chicago Partners Investment Group LLC 19190.03%0.15%0.31%Q2 2015Q4 201919
Cetera Advisor Networks LLC 1210.00%0.14%0.26%Q1 2013Q2 202018
Commonwealth Equity Services, Inc 18180.01%0.03%0.04%Q2 2013Q3 201718
ASSETMARK, INC 18180.00%0.03%0.09%Q2 2016Q3 202018
FARMERS & MERCHANTS INVESTMENTS INC 18180.00%0.01%0.02%Q2 2014Q3 201818
M&T BANK CORP 18180.00%0.00%0.01%Q4 2015Q1 202018
Crestone Asset Management LLC 18180.09%1.44%10.34%Q4 2015Q1 202018
Alexandria Capital, LLC 18180.01%0.05%0.09%Q2 2013Q3 201718
Richard C. Young & CO., LTD. 17170.70%1.53%2.17%Q4 2015Q4 201917
WFG Advisors, LP 17170.00%0.00%0.01%Q2 2013Q2 201717
HOWE & RUSLING INC 17170.00%0.01%0.02%Q3 2016Q3 202017
Hillsdale Investment Management Inc. 17170.00%0.09%0.30%Q2 2016Q2 202017
Glassman Wealth Services 16160.01%2.48%15.54%Q4 2014Q3 201816
Vantage Investment Advisors, LLC 15150.01%0.02%0.09%Q4 2014Q2 201815
FineMark National Bank & Trust 15150.01%0.09%0.16%Q2 2013Q4 201615
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
FIRST NATIONAL TRUST CO 15150.03%0.11%0.18%Q3 2014Q1 201815
Permanens Capital L.P. 810.09%2.33%10.28%Q4 2013Q3 201815
GLENMEDE TRUST CO NA 1010.00%0.00%0.00%Q2 2014Q3 201915
RAYMOND JAMES TRUST N.A. 15150.02%0.04%0.06%Q1 2014Q3 201715
MSI Financial Services Inc 14140.01%0.05%0.25%Q3 2013Q4 201614
Koshinski Asset Management, Inc. 910.02%0.10%0.20%Q3 2016Q3 202014
Citadel Advisors 710.00%0.00%0.01%Q1 2015Q3 202013
Smith & Howard Wealth Management, LLC 13130.14%1.13%4.01%Q4 2015Q4 201813
BRIGHTON JONES LLC 13130.03%2.10%3.44%Q3 2017Q3 202013
Ballentine Partners, LLC 1210.03%1.15%2.12%Q2 2016Q4 201913
INTEGRATED WEALTH COUNSEL, LLC 13130.19%10.22%14.57%Q4 2013Q4 201613
Stelac Advisory Services LLC 13130.05%0.10%0.19%Q3 2015Q3 201813
BEACON INVESTMENT ADVISORY SERVICES, INC. 13130.02%0.04%0.08%Q4 2016Q4 201913
Klingman & Associates, LLC 13131.52%4.78%7.38%Q4 2016Q4 201913
Perella Weinberg Partners Capital Management LP 13130.14%0.34%0.71%Q2 2016Q2 201913
WOLVERINE TRADING, LLC 910.00%0.01%0.06%Q4 2016Q3 202012
Tower Research Capital LLC (TRC) 510.00%0.00%0.00%Q1 2014Q3 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
CIBC Private Wealth Group, LLC 1110.00%0.09%0.14%Q4 2015Q1 202012
BANK OF MONTREAL /CAN/ 1010.00%0.00%0.00%Q1 2014Q3 201812
CREDIT SUISSE AG/ 12120.00%0.01%0.01%Q1 2013Q4 201512
NEW ENGLAND ASSET MANAGEMENT INC 12120.02%0.04%0.06%Q4 2017Q3 202012
Clearwater Capital Advisors, LLC 12120.28%0.62%0.86%Q1 2017Q4 201912
HighTower Advisors, LLC 1110.00%0.00%0.01%Q3 2015Q3 201912
Capital Directions Investment Advisors, LLC 630.01%0.02%0.02%Q3 2014Q1 201812
NOVARE CAPITAL MANAGEMENT LLC 11110.06%0.24%0.34%Q2 2013Q4 201511
BENJAMIN F. EDWARDS & COMPANY, INC. 1010.00%0.01%0.01%Q1 2015Q2 201911
Ancora Advisors LLC 910.00%0.13%0.20%Q2 2013Q4 201611
Selway Asset Management 830.14%0.38%0.86%Q2 2016Q4 201911
Stratos Wealth Partners, LTD. 810.01%0.03%0.12%Q3 2015Q4 201811
Veritable, L.P. 11110.01%0.01%0.01%Q4 2014Q2 201711
Windsor Capital Management, LLC 11110.11%0.22%0.36%Q1 2015Q3 201711
Sandy Spring Bank 650.00%0.00%0.00%Q1 2014Q1 201811
Heritage Wealth Advisors 1010.01%1.55%2.97%Q4 2015Q3 201811
Stockman Wealth Management, Inc. 11110.08%0.18%0.24%Q3 2017Q1 202011
Raymond James Financial Services Advisors, Inc. 1010.00%0.01%0.03%Q2 2013Q2 201811
Virtu KCG Holdings LLC 810.00%0.01%0.03%Q3 2013Q2 201711
HANCOCK WHITNEY CORP 910.02%0.12%0.19%Q3 2014Q3 202010
SEI INVESTMENTS CO 710.00%0.00%0.00%Q3 2015Q2 201810
CITY HOLDING CO 550.00%0.00%0.01%Q2 2015Q3 202010
CITIGROUP INC 410.00%0.00%0.00%Q1 2014Q4 201910
BlackRock Inc. 10100.00%0.00%0.00%Q2 2016Q3 201810
WEALTHCARE CAPITAL MANAGEMENT LLC 10100.00%0.01%0.03%Q4 2017Q1 202010
Hochman Cole Investment Advisors, Inc. 910.12%0.41%0.60%Q4 2015Q1 201910
WESBANCO BANK INC 10100.01%0.01%0.02%Q2 2018Q3 202010
FLAGSHIP HARBOR ADVISORS, LLC 10100.00%0.00%0.00%Q2 2018Q3 202010
Evercore Wealth Management, LLC 620.00%0.01%0.02%Q1 2014Q4 201710
Wealthcare Advisory Partners LLC 10100.00%0.07%0.21%Q4 2017Q1 202010
Invesco Ltd. 730.00%0.00%0.01%Q2 2013Q2 201910
HENGEHOLD CAPITAL MANAGEMENT LLC 910.11%0.59%1.01%Q2 2013Q2 201710
SteelBridge Private Wealth Advisors LLC 990.63%1.37%4.07%Q1 2016Q1 20189
TIEDEMANN ADVISORS, LLC 990.01%0.14%0.44%Q4 2016Q4 20189
Neuberger Berman Group LLC 990.00%0.00%0.00%Q1 2018Q1 20209
Bartlett & Co. LLC 520.00%0.00%0.00%Q2 2013Q2 20169
Private Advisor Group, LLC 410.00%0.05%0.16%Q4 2014Q2 20209
SouthState Corp 990.04%0.05%0.08%Q2 2013Q2 20159
HUNTINGTON NATIONAL BANK 310.00%0.00%0.00%Q1 2013Q1 20189
Cetera Advisors LLC 990.04%0.07%0.10%Q4 2013Q4 20159
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 610.03%0.16%0.27%Q2 2013Q4 20199
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 990.00%0.00%0.00%Q3 2018Q3 20209
CAPTRUST FINANCIAL ADVISORS 520.00%0.00%0.00%Q3 2017Q3 20209
CIBC BANK USA 992.77%3.82%5.17%Q4 2017Q4 20199
FFT WEALTH MANAGEMENT LLC 880.15%0.94%3.01%Q4 2015Q3 20178
OXFORD FINANCIAL GROUP, LTD. LLC 530.44%6.29%13.39%Q4 2016Q3 20198
Gradient Investments LLC 710.00%0.00%0.01%Q4 2014Q4 20168
CHATHAM CAPITAL GROUP, INC. 880.29%0.44%0.54%Q4 2015Q3 20178
UNITED CAPITAL FINANCIAL ADVISORS, LLC 710.00%0.01%0.03%Q2 2014Q3 20208
BB&T SECURITIES, LLC 710.03%0.09%0.14%Q2 2013Q3 20178
NEXT Financial Group, Inc 880.00%0.01%0.01%Q4 2015Q3 20178
Crestwood Advisors Group, LLC 610.01%0.43%0.76%Q3 2015Q1 20198
Hudock, Inc. 710.00%0.01%0.02%Q2 2013Q3 20178
ARS Wealth Advisors, LLC 886.77%9.18%10.67%Q4 2013Q3 20158
TELEMUS CAPITAL, LLC 880.02%0.03%0.04%Q1 2016Q4 20178
American Research & Management Co. 880.00%0.00%0.00%Q2 2013Q1 20158
Jefferies Group LLC 880.00%0.01%0.02%Q4 2013Q3 20158
INSPIRION WEALTH ADVISORS, LLC 880.18%1.68%3.05%Q3 2015Q2 20178
ProVise Management Group, LLC 880.03%0.08%0.12%Q1 2016Q4 20178
Baird Financial Group, Inc. 420.00%0.01%0.02%Q3 2015Q4 20198
Argent Trust Co 430.02%0.12%0.26%Q2 2015Q1 20207
Edge Advisors, LLC 770.04%0.06%0.08%Q4 2016Q2 20187
ALESCO ADVISORS LLC 770.03%2.62%3.55%Q2 2014Q4 20157
ABERDEEN ASSET MANAGEMENT PLC/UK 770.00%0.01%0.01%Q2 2013Q4 20147
Litman Gregory Wealth Management LLC 430.01%0.05%0.17%Q3 2016Q2 20187
Pictet North America Advisors SA 770.39%0.62%1.05%Q4 2013Q2 20157
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.04%0.08%Q2 2013Q4 20147
Advocacy Wealth Management Services, LLC 770.00%0.01%0.02%Q1 2016Q3 20177
SRS Capital Advisors, Inc. 520.00%0.00%0.00%Q3 2018Q2 20207
TSFG, LLC 770.01%0.01%0.02%Q1 2019Q3 20207
JOHNSON INVESTMENT COUNSEL INC 520.01%0.01%0.02%Q3 2014Q4 20167
Bank of New York Mellon Corp 310.00%0.00%0.00%Q3 2014Q2 20177
Well Done, LLC 410.03%0.35%0.59%Q3 2016Q4 20187
ROCKLAND TRUST CO 320.02%0.03%0.05%Q4 2016Q3 20197
SIGNET FINANCIAL MANAGEMENT, LLC 430.00%0.08%0.22%Q4 2014Q3 20187
Windham Capital Management, LLC 770.16%3.08%4.17%Q1 2016Q3 20177
Smithfield Trust Co 660.01%0.01%0.02%Q2 2013Q3 20146
BROWN BROTHERS HARRIMAN & CO 510.00%0.00%0.00%Q1 2014Q3 20176
ZEKE CAPITAL ADVISORS, LLC 660.58%2.11%3.54%Q1 2016Q2 20176
TWO SIGMA SECURITIES, LLC 210.00%0.03%0.10%Q3 2016Q1 20206
LGL PARTNERS, LLC 660.11%0.13%0.15%Q4 2015Q1 20176
Proficio Capital Partners LLC 420.09%0.45%1.28%Q4 2015Q3 20176
Janney Capital Management LLC 661.67%1.99%2.28%Q2 2013Q3 20146
Rehmann Capital Advisory Group 660.00%0.00%0.00%Q1 2018Q2 20196
EAGLE GLOBAL ADVISORS LLC 660.26%0.31%0.38%Q2 2018Q3 20196
Berman Capital Advisors, LLC 420.00%0.03%0.10%Q3 2018Q1 20206
Cutler Group LLC / CA 410.00%0.00%0.00%Q4 2015Q4 20176
BESSEMER GROUP INC 210.00%0.00%0.00%Q1 2015Q4 20176
McKinley Carter Wealth Services, Inc. 666.97%7.87%8.99%Q2 2013Q3 20146
Advisory Services Network, LLC 510.00%0.01%0.05%Q1 2015Q3 20186
Farmers National Bank 420.06%0.09%0.12%Q3 2017Q2 20196
PINNACLE FINANCIAL PARTNERS INC 660.08%0.11%0.16%Q3 2014Q4 20156
Placemark Investments, Inc. 660.02%0.03%0.05%Q2 2013Q3 20146
American Portfolios Advisors 550.00%0.00%0.00%Q4 2017Q4 20185
Pacific Center for Financial Services 550.01%0.01%0.01%Q4 2016Q4 20175
MILLER HOWARD INVESTMENTS INC /NY 210.01%0.02%0.04%Q4 2015Q1 20205
IHT Wealth Management, LLC 550.00%0.01%0.03%Q1 2017Q1 20185
FDx Advisors, Inc. 550.01%0.01%0.01%Q1 2016Q1 20175
Karp Capital Management Corp 410.01%0.02%0.03%Q4 2014Q4 20185
Horrell Capital Management, Inc. 550.01%0.01%0.01%Q1 2014Q1 20155
Concert Wealth Management Inc. 550.04%0.05%0.06%Q2 2013Q2 20145
Continuum Advisory, LLC 550.20%0.30%0.49%Q1 2017Q1 20185
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q1 2015Q4 20175
SIMPLEX TRADING, LLC 210.00%0.00%0.01%Q3 2015Q4 20185
IBERIABANK CORP 210.02%0.06%0.17%Q3 2013Q3 20195
BECK CAPITAL MANAGEMENT, LLC 550.38%0.48%0.54%Q4 2013Q4 20145
Investors Research Corp 550.00%0.01%0.01%Q1 2019Q1 20205
UBS AG 410.00%0.00%0.00%Q2 2013Q3 20145
FMR LLC 320.00%0.00%0.00%Q3 2018Q1 20205
D.A. DAVIDSON & CO. 310.00%0.00%0.00%Q3 2014Q2 20164
Kernodle & Katon Asset Management Group, LLC 440.01%0.01%0.01%Q4 2015Q3 20164
Edge Capital Group, LLC 440.04%0.05%0.05%Q4 2018Q3 20194
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 110.00%0.00%0.00%Q2 2015Q2 20174
Pinnacle Bancorp, Inc. 440.02%0.02%0.02%Q4 2018Q3 20194
Madden Advisory Services, Inc. 210.00%0.00%0.00%Q4 2014Q1 20174
Clarus Wealth Advisors 440.01%0.01%0.01%Q2 2018Q1 20194
WEST BANCORPORATION INC 440.14%0.18%0.26%Q4 2019Q3 20204
MANUFACTURERS LIFE INSURANCE COMPANY, THE 440.00%0.00%0.00%Q3 2017Q2 20184
BB&T INVESTMENT SERVICES, INC. 440.01%0.02%0.03%Q4 2016Q3 20174
WHITTIER TRUST CO OF NEVADA INC 310.00%0.02%0.04%Q4 2014Q4 20184
Parallel Advisors, LLC 440.00%0.00%0.01%Q2 2018Q1 20194
FIRST MIDWEST BANK TRUST DIVISION 220.03%0.05%0.10%Q1 2016Q4 20194
Wealthspire Advisors, L.P. 440.00%0.01%0.02%Q4 2019Q3 20204
Global Retirement Partners, LLC 440.00%0.00%0.01%Q4 2016Q3 20174
TimeScale Financial, Inc. 440.00%0.01%0.02%Q2 2019Q1 20204
GOLDMAN SACHS GROUP INC 210.00%0.00%0.00%Q2 2013Q4 20164
Haverford Trust Co 440.01%0.01%0.01%Q3 2014Q2 20154
RETIREMENT INCOME SOLUTIONS, INC 440.12%0.13%0.15%Q4 2017Q3 20184
Barnett & Company, Inc. 440.00%0.00%0.00%Q2 2016Q1 20174
BOSTON PRIVATE BANK & TRUST CO 440.00%0.00%0.00%Q2 2014Q1 20154
BLAIR WILLIAM & CO/IL 440.00%0.00%0.00%Q2 2018Q1 20194
PRELUDE CAPITAL MANAGEMENT, LLC 210.01%0.06%0.12%Q1 2015Q4 20174
SUNTRUST BANKS INC 210.00%0.00%0.01%Q2 2014Q3 20174
Patriot Financial Group Insurance Agency, LLC 440.01%0.01%0.02%Q4 2016Q3 20174
US FINANCIAL ADVISORS, LLC 440.02%0.03%0.09%Q4 2014Q3 20154
Realta Investment Advisors 440.00%0.00%0.00%Q1 2019Q4 20194
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q3 2019Q1 20203
J.P. Morgan Private Wealth Advisors LLC 110.00%0.01%0.01%Q3 2014Q1 20193
TORTOISE CAPITAL ADVISORS, L.L.C. 110.00%0.00%0.00%Q4 2015Q4 20193
AdvicePeriod, LLC 210.02%0.03%0.03%Q2 2018Q1 20193
WESTWOOD HOLDINGS GROUP INC 330.01%0.01%0.01%Q2 2017Q4 20173
SILVERCREST ASSET MANAGEMENT GROUP LLC 330.01%0.01%0.01%Q1 2015Q3 20153
Integrated Wealth Management 330.01%0.01%0.02%Q1 2015Q3 20153
Brightworth 330.55%0.60%0.66%Q4 2016Q2 20173
Catamount Wealth Management 330.03%0.03%0.03%Q3 2016Q1 20173
WealthTrust-Arizona, LLC 330.02%0.02%0.02%Q3 2013Q1 20143
MUFG Americas Holdings Corp 210.00%0.00%0.00%Q3 2017Q2 20193
DUBUQUE BANK & TRUST CO 331.92%2.01%2.07%Q2 2013Q4 20133
Sigma Planning Corp 330.04%0.04%0.05%Q4 2014Q2 20153
HRT FINANCIAL LP 330.01%0.01%0.02%Q3 2019Q1 20203
PATHSTONE FAMILY OFFICE, LLC 330.21%0.25%0.28%Q2 2019Q4 20193
Anchor Investment Management, LLC 330.01%0.01%0.01%Q1 2017Q3 20173
Valeo Financial Advisors, LLC 110.00%0.00%0.01%Q3 2017Q1 20193
CAZ INVESTMENTS LP 330.13%0.18%0.21%Q4 2014Q2 20153
OSAIC HOLDINGS, INC. 330.00%0.00%0.00%Q1 2020Q3 20203
Wela Strategies, Inc. 211.68%2.00%2.27%Q1 2017Q4 20173
GREENLEAF TRUST 330.01%0.01%0.01%Q2 2017Q4 20173
DELTA ASSET MANAGEMENT LLC/TN 330.00%0.00%0.00%Q2 2016Q4 20163
Grove Bank & Trust 330.02%0.02%0.02%Q4 2015Q2 20163
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Taylor Wealth Management Partners 330.01%0.01%0.01%Q1 2015Q3 20153
AMERICAN NATIONAL BANK 330.01%0.01%0.01%Q3 2014Q1 20153
Perigon Wealth Management, LLC 330.01%0.01%0.01%Q2 2016Q4 20163
Telos Capital Management, Inc. 330.16%0.19%0.23%Q2 2013Q4 20133
Prospera Financial Services Inc 330.06%0.07%0.07%Q2 2014Q4 20143
Enterprise Trust & Investment Co 330.00%0.00%0.00%Q1 2020Q3 20203
BlackRock Investment Management, LLC 210.00%0.00%0.00%Q2 2015Q3 20163
Capital Bank & Trust Co 110.00%0.00%0.01%Q3 2018Q2 20192
Cascade Investment Advisors, Inc. 110.00%0.00%0.00%Q2 2017Q4 20172
Johnson Financial Group, Inc. 220.02%0.02%0.03%Q2 2013Q3 20132
MANAGED ACCOUNT ADVISORS LLC 220.00%0.00%0.01%Q3 2014Q4 20142
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
OptiFour Integrated Wealth Management, LLC 221.76%1.85%1.95%Q4 2017Q1 20182
EPG Wealth Management LLC 220.00%0.01%0.02%Q4 2019Q1 20202
JOYN Advisors, Inc. 220.00%0.01%0.02%Q1 2018Q2 20182
CITY NATIONAL BANK 220.00%0.00%0.00%Q1 2015Q2 20152
Mariner Wealth Advisors-Cincinnati, LLC 110.02%0.02%0.02%Q3 2016Q1 20172
Capital Analysts, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
JONES FINANCIAL COMPANIES LLLP 220.00%0.00%0.00%Q2 2014Q3 20142
Spruce Investment Advisors LLC 220.75%2.22%3.68%Q1 2015Q2 20152
Orion Portfolio Solutions, LLC 110.00%0.00%0.01%Q4 2019Q2 20202
WEALTHSOURCE PARTNERS, LLC 110.06%0.10%0.13%Q1 2017Q1 20182
MERITAGE PORTFOLIO MANAGEMENT 110.16%0.31%0.45%Q2 2017Q4 20172
INVESTMENT CENTERS OF AMERICA INC 220.05%0.05%0.06%Q1 2017Q2 20172
Wealthspire Advisors, LLC 110.00%0.01%0.01%Q1 2020Q3 20202
1919 Investment Counsel, LLC 220.00%0.00%0.00%Q2 2014Q3 20142
BAIRD ROBERT W & CO INC /WI/ 220.00%0.00%0.00%Q3 2014Q4 20142
CAPITAL GUARDIAN TRUST CO 220.00%0.00%0.00%Q3 2018Q4 20182
COMMONWEALTH EQUITY SERVICES, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Lenox Wealth Management, Inc. 220.00%0.00%0.00%Q2 2017Q3 20172
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 220.00%0.00%0.00%Q1 2014Q2 20142
Citizens National Bank Trust Department 220.06%0.07%0.08%Q2 2020Q3 20202
Camarda Financial Advisors, LLC 220.01%0.09%0.17%Q4 2015Q1 20162
ATWOOD & PALMER INC 110.00%0.00%0.01%Q2 2017Q1 20182
FIFTH THIRD SECURITIES, INC. 220.69%0.72%0.74%Q1 2016Q2 20162
HAP Trading, LLC 220.02%0.07%0.12%Q4 2019Q1 20202
Fort Point Capital Partners LLC 110.06%0.07%0.08%Q1 2018Q3 20182
Yellowstone Partners, LLC 220.09%0.25%0.40%Q2 2016Q3 20162
FIRST CITIZENS BANK & TRUST CO 220.04%0.04%0.04%Q1 2018Q2 20182
Kalos Management, Inc. 220.24%0.25%0.26%Q4 2015Q1 20162
NORTHERN TRUST CORP 110.00%0.00%0.00%Q2 2013Q3 20182
Prime Capital Investment Advisors, LLC 220.00%0.01%0.01%Q1 2018Q2 20182
BANQUE PICTET & CIE SA 220.01%0.02%0.03%Q2 2015Q3 20152
Trexquant Investment LP 220.01%0.01%0.01%Q1 2020Q2 20202
Claraphi Advisory Network, LLC 220.02%0.05%0.09%Q1 2020Q2 20202
TRUIST FINANCIAL CORP 110.00%0.00%0.01%Q2 2015Q1 20202
CORBETT ROAD CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q2 2020Q3 20202
CWM, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Renaissance Technologies 220.00%0.00%0.00%Q1 2018Q2 20182
JNBA Financial Advisors 113.53%3.53%3.53%Q3 2016Q3 20161
Legacy Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Crosspoint Capital Strategies, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Jane Street Holding, LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Relative Value Partners Group, LLC 110.03%0.03%0.03%Q3 2019Q3 20191
Formidable Asset Management, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
FLOW TRADERS U.S. LLC 110.03%0.03%0.03%Q3 2019Q3 20191
CONGRESS ASSET MANAGEMENT CO /MA 110.04%0.04%0.04%Q1 2014Q1 20141
First Allied Advisory Services, Inc. 110.03%0.03%0.03%Q2 2013Q2 20131
CNB Bank 110.00%0.00%0.00%Q4 2017Q4 20171
Osborn Williams & Donohoe LLC 110.00%0.00%0.00%Q1 2019Q1 20191
PARAMETRIC PORTFOLIO ASSOCIATES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Cresset Asset Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
V Wealth Advisors LLC 110.00%0.00%0.00%Q2 2017Q2 20171
CENTRAL BANK & TRUST CO 110.00%0.00%0.00%Q3 2016Q3 20161
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
BBR PARTNERS, LLC 110.04%0.04%0.04%Q2 2018Q2 20181
MARSHALL WACE, LLP 110.00%0.00%0.00%Q1 2020Q1 20201
Samalin Investment Counsel, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
MML INVESTORS SERVICES, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
USCA RIA LLC 110.06%0.06%0.06%Q1 2016Q1 20161
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.04%0.04%0.04%Q2 2018Q2 20181
Crow Point Partners, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Ausdal Financial Partners, Inc. 110.08%0.08%0.08%Q4 2015Q4 20151
MCF Advisors LLC 110.00%0.00%0.00%Q3 2017Q3 20171
IMC-Chicago, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CMT TRADING LLC 110.36%0.36%0.36%Q3 2016Q3 20161
AMERICAN CENTURY COMPANIES INC 110.00%0.00%0.00%Q3 2019Q3 20191
Pinnacle Holdings, LLC 110.01%0.01%0.01%Q2 2016Q2 20161
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q4 2016Q4 20161
FIRST MANHATTAN CO. LLC. 110.00%0.00%0.00%Q3 2017Q3 20171
Harbour Capital Advisors, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
WealthPLAN Partners, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
BOKF, NA 110.00%0.00%0.00%Q3 2017Q3 20171
AllSquare Wealth Management LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Claybrook Capital, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Paulson Wealth Management Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
Montecito Bank & Trust 110.00%0.00%0.00%Q4 2016Q4 20161
STEEL GROVE CAPITAL ADVISORS, LLC 110.65%0.65%0.65%Q4 2015Q4 20151
ALTERNA WEALTH MANAGEMENT, INC 110.49%0.49%0.49%Q4 2018Q4 20181
SECURITY NATIONAL TRUST CO 110.00%0.00%0.00%Q2 2013Q2 20131
JFS WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2014Q3 20141
WASHINGTON TRUST BANK 110.00%0.00%0.00%Q3 2017Q3 20171
Ameritas Investment Company, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Laurel Wealth Advisors LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Regal Investment Advisors LLC 110.00%0.00%0.00%Q3 2015Q3 20151
PagnatoKarp Partners LLC 110.12%0.12%0.12%Q3 2017Q3 20171
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
GFS Advisors, LLC 110.10%0.10%0.10%Q1 2016Q1 20161
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
MATHER GROUP, LLC. 110.08%0.08%0.08%Q4 2014Q4 20141
ROOSEVELT INVESTMENT GROUP LLC 110.82%0.82%0.82%Q3 2014Q3 20141
Bank of Kentucky, Inc. 110.05%0.05%0.05%Q1 2015Q1 20151
Horan Capital Advisors, LLC. 110.03%0.03%0.03%Q3 2017Q3 20171
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q3 2013Q3 20131
Joel Isaacson & Co., LLC 110.00%0.00%0.00%Q3 2014Q3 20141
CREATIVE FINANCIAL DESIGNS INC /ADV 110.00%0.00%0.00%Q2 2017Q2 20171
ELEMENT POINTE ADVISORS, LLC 110.26%0.26%0.26%Q4 2018Q4 20181
Sharkey, Howes & Javer 110.02%0.02%0.02%Q4 2016Q4 20161
Voya Financial Advisors, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
BRINKER CAPITAL INC 110.01%0.01%0.01%Q4 2016Q4 20161
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
STABLEFORD CAPITAL II LLC 110.17%0.17%0.17%Q2 2017Q2 20171
Arete Wealth Advisors, LLC 110.04%0.04%0.04%Q3 2019Q3 20191
Cornerstone Wealth Management, LLC 110.07%0.07%0.07%Q3 2018Q3 20181
Endurance Wealth Management, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Certified Advisory Corp 110.00%0.00%0.00%Q4 2017Q4 20171
Balentine LLC 110.00%0.00%0.00%Q2 2016Q2 20161
Platte River Wealth Advisors, LLC 110.11%0.11%0.11%Q4 2019Q4 20191
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 110.08%0.08%0.08%Q3 2018Q3 20181
Liberty Capital Management, Inc. 110.01%0.01%0.01%Q3 2017Q3 20171
Mariner, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Coe Capital Management, LLC 110.31%0.31%0.31%Q3 2019Q3 20191
RFG Advisory, LLC 110.45%0.45%0.45%Q2 2015Q2 20151
CENTAURUS FINANCIAL, INC. 110.01%0.01%0.01%Q2 2018Q2 20181
Walleye Trading LLC 110.00%0.00%0.00%Q4 2017Q4 20171
CENTRAL TRUST Co 110.00%0.00%0.00%Q1 2020Q1 20201
Bank OZK 110.08%0.08%0.08%Q3 2014Q3 20141
1834 INVESTMENT ADVISORS CO 110.00%0.00%0.00%Q4 2017Q4 20171
FIRST HORIZON CORP 110.00%0.00%0.00%Q3 2020Q3 20201
Destination Wealth Management 110.00%0.00%0.00%Q3 2018Q3 20181
External links

This page lists all the filers that currently own UBS AG JERSEY BRH or have owned UBS AG JERSEY BRH in the past.