Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NBW CAPITAL LLC | 15 | 15 | 1.01% | 1.58% | 2.73% | Q1 2020 | Q3 2023 | 15 |
Diversified Trust Co | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CIBC Private Wealth Group, LLC | 15 | 15 | 0.08% | 0.13% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Selway Asset Management | 15 | 15 | 0.17% | 0.22% | 0.26% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 15 | 15 | 0.00% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Neuberger Berman Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
MAI Capital Management | 14 | 14 | 0.03% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 14 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
IMC-Chicago, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
LPL Financial LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
UBS Group AG | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.06% | 0.09% | 0.13% | Q2 2020 | Q1 2023 | 12 |
MORGAN STANLEY | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Cranbrook Wealth Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
IFP Advisors, Inc | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 10 |
MBL Wealth, LLC | 7 | 1 | 0.08% | 0.29% | 0.52% | Q1 2021 | Q3 2023 | 9 |
Marion Wealth Management | 8 | 8 | 3.42% | 3.89% | 4.24% | Q4 2021 | Q3 2023 | 8 |
First Horizon Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OSAIC HOLDINGS, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 6 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.02% | 0.61% | 0.80% | Q2 2020 | Q2 2021 | 5 |
HAP Trading, LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2021 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q1 2021 | 5 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Covington Capital Management | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2020 | Q3 2020 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own UBS AG LONDON BRANCH or have owned UBS AG LONDON BRANCH in the past.