Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITY HOLDING CO | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
BANK OF AMERICA CORP /DE/ | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 29 |
Invesco Ltd. | 13 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Cetera Advisors LLC | 14 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 18 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2019 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 21 |
LPL Financial LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 17 |
MONROE BANK & TRUST/MI | 6 | 2 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2018 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
PSI Advisors, LLC | 9 | 6 | 0.00% | 0.11% | 0.36% | Q4 2019 | Q3 2023 | 15 |
ROYAL BANK OF CANADA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FNY Investment Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 14 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.74% | 1.14% | 1.45% | Q4 2020 | Q3 2023 | 12 |
Selective Wealth Management, Inc. | 11 | 1 | 0.00% | 0.01% | 0.13% | Q3 2018 | Q3 2022 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Advisors Asset Management, Inc. | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2017 | 11 |
Transamerica Financial Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Carroll Financial Associates, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 9 |
DFPG INVESTMENTS, LLC | 9 | 9 | 0.06% | 0.19% | 0.33% | Q4 2018 | Q4 2020 | 9 |
STIFEL FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Summer Investments, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 8 |
Tower Research Capital LLC (TRC) | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 8 |
Shaker Financial Services, LLC | 3 | 2 | 0.07% | 0.24% | 0.50% | Q4 2013 | Q4 2022 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 4 | 3 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 7 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
WFG Advisors, LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2022 | 5 |
1607 Capital Partners, LLC | 5 | 5 | 0.08% | 0.18% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Winfield Associates, Inc. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q2 2020 | 4 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.07% | 0.14% | 0.19% | Q4 2014 | Q1 2018 | 4 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Ellis Investment Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 4 |
Arbor Wealth Management, LLC | 3 | 1 | 0.18% | 0.21% | 0.24% | Q4 2015 | Q4 2016 | 4 |
J.W. COLE ADVISORS, INC. | 4 | 4 | 0.01% | 0.08% | 0.21% | Q4 2019 | Q3 2020 | 4 |
Lee Financial Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Woodline Partners LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Addison Advisors LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ROBINSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
GUGGENHEIM CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
ACG Wealth | 1 | 1 | 0.00% | 0.06% | 0.11% | Q2 2017 | Q2 2022 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
WealthShield Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMERIPRISE FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
External links
This page lists all the filers that currently own WELLS FARGO UTILITIES AND HI or have owned WELLS FARGO UTILITIES AND HI in the past.