VALEO SPONSORED ADR shareholder history

Current and past VALEO SPONSORED ADR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
First Horizon Advisors, Inc. 2110.00%0.00%0.01%Q1 2012Q1 202334
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2290.01%0.02%0.04%Q2 2013Q1 202131
CENTRAL TRUST Co 23230.00%0.01%0.01%Q2 2013Q4 201823
RENAISSANCE GROUP LLC 22220.42%0.58%0.74%Q2 2013Q3 201822
Bartlett & Co. LLC 1810.00%0.00%0.01%Q3 2013Q2 202122
FULTON BANK, N.A. 20200.02%0.03%0.06%Q4 2013Q3 201820
Private Capital Group, LLC 19190.00%0.00%0.01%Q4 2017Q2 202219
QUADRANT CAPITAL GROUP LLC 19190.00%0.02%0.04%Q2 2015Q4 201919
GLENMEDE TRUST CO NA 1260.00%0.00%0.01%Q2 2015Q1 202018
BANCORPSOUTH INC 17170.02%0.03%0.04%Q3 2013Q3 201717
THOMAS WHITE INTERNATIONAL LTD 16160.05%0.10%0.16%Q2 2015Q1 201916
AMERIPRISE FINANCIAL INC 15150.00%0.00%0.00%Q2 2013Q4 201615
PNC FINANCIAL SERVICES GROUP, INC. 1320.00%0.00%0.00%Q1 2015Q1 201915
Boston Common Asset Management, LLC 12120.01%0.14%0.20%Q3 2020Q2 202312
IFP Advisors, Inc 810.00%0.00%0.00%Q1 2016Q1 202212
MOTCO 990.00%0.00%0.00%Q2 2013Q2 20159
WESTPORT RESOURCES MANAGEMENT INC 770.00%0.00%0.00%Q1 2015Q3 20167
Gemmer Asset Management LLC 610.00%0.00%0.00%Q1 2018Q4 20197
Calvert Investment Management, Inc. 770.02%0.03%0.04%Q3 2013Q1 20157
Lenox Wealth Management, Inc. 770.00%0.01%0.08%Q2 2018Q4 20197
Sonora Investment Management, LLC 770.00%0.00%0.00%Q3 2017Q1 20197
CAPTRUST FINANCIAL ADVISORS 660.00%0.00%0.00%Q1 2021Q2 20226
Freedman Financial Associates, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
PARADIGM ASSET MANAGEMENT CO LLC 550.00%0.01%0.01%Q3 2022Q3 20235
SMITH ASSET MANAGEMENT GROUP LP 550.01%0.01%0.01%Q2 2014Q2 20155
MERITAGE PORTFOLIO MANAGEMENT 550.50%0.74%0.95%Q2 2013Q2 20145
ADVISOR PARTNERS LLC 220.02%0.05%0.07%Q3 2016Q1 20194
Aperio Group, LLC 440.04%0.05%0.06%Q2 2013Q1 20144
SVB WEALTH LLC 440.02%0.02%0.02%Q4 2015Q3 20164
Renaissance Investment Group LLC 330.24%0.46%0.62%Q1 2018Q3 20183
TRUST DEPARTMENT MB FINANCIAL BANK N A 330.00%0.00%0.00%Q2 2015Q4 20153
Cadence Bank 330.02%0.03%0.03%Q4 2017Q2 20183
PRIVATE TRUST CO NA 330.00%0.00%0.00%Q1 2014Q3 20143
SIT INVESTMENT ASSOCIATES INC 330.00%0.00%0.00%Q2 2017Q4 20173
RHUMBLINE ADVISERS 220.00%0.00%0.00%Q2 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
FineMark National Bank & Trust 220.00%0.00%0.00%Q3 2013Q4 20132
Lenox Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2018Q1 20192
TRUST CO OF VERMONT 110.00%0.00%0.00%Q4 2016Q3 20182
INTRUST BANK NA 110.18%0.18%0.18%Q2 2013Q2 20131
NAVELLIER & ASSOCIATES INC 110.00%0.00%0.00%Q1 2016Q1 20161
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
Burt Wealth Advisors 110.00%0.00%0.00%Q1 2016Q1 20161
Financial Gravity Asset Management, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
MEEDER ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2022Q2 20221
RPg Family Wealth Advisory, LLC 113.49%3.49%3.49%Q1 2017Q1 20171
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
MYCIO WEALTH PARTNERS, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
TOCQUEVILLE ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q2 2014Q2 20141
Elite Wealth Management, Inc. 110.01%0.01%0.01%Q4 2013Q4 20131
Steward Partners Investment Advisory, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Weaver Consulting Group 110.00%0.00%0.00%Q1 2019Q1 20191
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
COLONY GROUP LLC 110.00%0.00%0.00%Q3 2015Q3 20151
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2016Q4 20161
CADENCE BANK NA 110.11%0.11%0.11%Q4 2013Q4 20131
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
External links

This page lists all the filers that currently own VALEO SPONSORED ADR or have owned VALEO SPONSORED ADR in the past.