Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 27 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Candriam S.C.A. | 17 | 17 | 0.01% | 0.06% | 0.15% | Q3 2019 | Q3 2023 | 17 |
PALISADE CAPITAL MANAGEMENT, LP | 17 | 17 | 0.04% | 0.13% | 0.26% | Q3 2019 | Q3 2023 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
BANK OF AMERICA CORP /DE/ | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
RWC Asset Management LLP | 17 | 17 | 0.35% | 0.90% | 1.31% | Q3 2019 | Q3 2023 | 17 |
JPMORGAN CHASE & CO | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
ADVENT CAPITAL MANAGEMENT /DE/ | 17 | 17 | 0.61% | 1.90% | 3.14% | Q3 2019 | Q3 2023 | 17 |
Calamos Advisors LLC | 17 | 17 | 0.00% | 0.05% | 0.14% | Q3 2019 | Q3 2023 | 17 |
SEI INVESTMENTS CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17 | 17 | 0.01% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 17 |
WELLINGTON MANAGEMENT GROUP LLP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
SSI INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.07% | 0.58% | 1.20% | Q3 2019 | Q3 2023 | 17 |
CONNING INC. | 17 | 17 | 0.14% | 0.23% | 0.29% | Q3 2019 | Q3 2023 | 17 |
AEGON USA Investment Management, LLC | 17 | 17 | 0.84% | 1.35% | 2.23% | Q3 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.06% | 0.12% | 0.15% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.04% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 17 |
MORGAN STANLEY | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
STATE STREET CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
PIER 88 INVESTMENT PARTNERS LLC | 17 | 17 | 2.12% | 4.21% | 6.15% | Q3 2019 | Q3 2023 | 17 |
OAKTREE CAPITAL MANAGEMENT LP | 17 | 17 | 0.17% | 0.27% | 0.40% | Q3 2019 | Q3 2023 | 17 |
LORD, ABBETT & CO. LLC | 17 | 17 | 0.04% | 0.18% | 0.34% | Q3 2019 | Q3 2023 | 17 |
BlackRock Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Bank of New York Mellon Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
WELLS FARGO & COMPANY/MN | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Invesco Ltd. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
AXA S.A. | 17 | 17 | 0.00% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
BNP Paribas Asset Management Holding S.A. | 16 | 16 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
SHENKMAN CAPITAL MANAGEMENT INC | 16 | 16 | 0.58% | 1.29% | 2.48% | Q3 2019 | Q2 2023 | 16 |
Laffer Tengler Investments, Inc. | 16 | 16 | 0.74% | 1.12% | 1.82% | Q4 2019 | Q3 2023 | 16 |
CREDIT SUISSE AG/ | 11 | 5 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 5 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
FIRST HAWAIIAN BANK | 10 | 5 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 15 |
INCOME RESEARCH & MANAGEMENT | 14 | 1 | 8.29% | 9.89% | 11.41% | Q4 2019 | Q3 2023 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 15 |
MACQUARIE GROUP LTD | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
CQS (US), LLC | 11 | 3 | 0.47% | 1.09% | 2.01% | Q4 2019 | Q2 2023 | 14 |
CAMDEN ASSET MANAGEMENT L P /CA | 13 | 13 | 0.05% | 0.19% | 0.62% | Q3 2019 | Q3 2022 | 13 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Advisory Services Network, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 12 | 12 | 0.82% | 16.35% | 81.26% | Q4 2020 | Q3 2023 | 12 |
TELEMUS CAPITAL, LLC | 12 | 12 | 0.14% | 0.35% | 0.64% | Q2 2020 | Q1 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
JAG CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 12 | 12 | 0.30% | 0.33% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Financial & Tax Architects, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Brandywine Global Investment Management, LLC | 8 | 3 | 0.10% | 0.25% | 0.49% | Q4 2020 | Q3 2023 | 11 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.01% | 0.01% | 0.04% | Q3 2019 | Q3 2022 | 11 |
UBS Group AG | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Nuveen Asset Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Claro Advisors LLC | 9 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
HighTower Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Cheyne Capital Management (UK) LLP | 10 | 10 | 0.60% | 1.60% | 2.26% | Q1 2020 | Q2 2022 | 10 |
HOHIMER WEALTH MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
KEMPER Corp | 10 | 10 | 0.13% | 0.26% | 0.33% | Q3 2019 | Q4 2021 | 10 |
CITIGROUP INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 10 |
Alken Asset Management Ltd | 4 | 1 | 0.28% | 3.99% | 10.67% | Q3 2019 | Q3 2023 | 10 |
D. E. Shaw & Co., Inc. | 9 | 9 | 0.00% | 0.04% | 0.06% | Q1 2020 | Q1 2022 | 9 |
Cambridge Investment Research Advisors, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
DEUTSCHE BANK AG\ | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 9 |
TORONTO DOMINION BANK | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 9 |
AMERIPRISE FINANCIAL INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
SILVERBACK ASSET MANAGEMENT LLC | 8 | 1 | 0.50% | 1.13% | 2.23% | Q1 2021 | Q2 2023 | 9 |
Stonegate Investment Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
ZAZOVE ASSOCIATES LLC | 3 | 1 | 0.04% | 0.54% | 2.17% | Q3 2019 | Q3 2023 | 8 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
TENOR CAPITAL MANAGEMENT Co., L.P. | 8 | 8 | 0.21% | 1.09% | 3.48% | Q4 2021 | Q3 2023 | 8 |
LOOMIS SAYLES & CO L P | 8 | 8 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q2 2021 | 8 |
Liberty Mutual Group Asset Management Inc. | 8 | 8 | 0.03% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Asset Management (Europe) Ltd | 7 | 7 | 0.30% | 0.99% | 1.46% | Q3 2019 | Q1 2021 | 7 |
Carmel Capital Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Allianz Asset Management GmbH | 6 | 1 | 0.03% | 0.11% | 0.16% | Q3 2019 | Q2 2021 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Partners, Inc. | 4 | 3 | 0.09% | 0.18% | 0.26% | Q3 2019 | Q1 2022 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 7 |
Jefferies Group LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 7 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 6 |
AGF INVESTMENTS INC. | 4 | 2 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2021 | 6 |
Cutler Capital Management, LLC | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
LPL Financial LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BLAIR WILLIAM & CO/IL | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
BARCLAYS PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
Orion Portfolio Solutions, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Financial Sense Advisors, Inc. | 4 | 1 | 4.96% | 5.86% | 6.46% | Q2 2022 | Q3 2023 | 5 |
Monashee Investment Management LLC | 5 | 5 | 0.74% | 1.00% | 1.24% | Q3 2022 | Q3 2023 | 5 |
Sigma Planning Corp | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 5 | 5 | 0.84% | 17.04% | 45.92% | Q3 2019 | Q3 2020 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Certified Advisory Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Russell Investments Group, Ltd. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LYELL WEALTH MANAGEMENT, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Traynor Capital Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AQR Arbitrage LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q1 2021 | 5 |
FMR LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q4 2022 | 5 |
Northside Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Daiwa Securities Group Inc. | 4 | 4 | 0.02% | 0.05% | 0.09% | Q3 2021 | Q2 2022 | 4 |
Point72 Asset Management, L.P. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Wellesley Asset Management | 4 | 4 | 0.16% | 0.17% | 0.18% | Q2 2022 | Q1 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
L & S Advisors Inc | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Man Group plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 4 |
Central Asset Investments & Management Holdings (HK) Ltd | 4 | 4 | 15.66% | 21.61% | 27.79% | Q3 2019 | Q2 2020 | 4 |
Ascent Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Oaktree Fund Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 4 |
DFPG INVESTMENTS, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fosun International Ltd | 3 | 3 | 0.50% | 0.90% | 1.31% | Q3 2021 | Q1 2022 | 3 |
Beck Bode, LLC | 3 | 3 | 0.04% | 0.10% | 0.14% | Q2 2022 | Q4 2022 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisor Networks LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
RATIONAL ADVISORS LLC | 3 | 3 | 0.25% | 0.36% | 0.43% | Q1 2023 | Q3 2023 | 3 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
PIPER SANDLER & CO. | 3 | 3 | 5.94% | 10.05% | 12.74% | Q1 2023 | Q3 2023 | 3 |
Quaero Capital S.A. | 3 | 3 | 0.69% | 0.70% | 0.71% | Q1 2021 | Q3 2021 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.00% | 0.05% | 0.09% | Q3 2021 | Q4 2022 | 3 |
Fiduciary Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.31% | 0.92% | Q2 2020 | Q4 2020 | 3 |
Ameritas Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Parallel Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
JUPITER ASSET MANAGEMENT LTD | 3 | 3 | 0.26% | 0.31% | 0.38% | Q3 2019 | Q1 2020 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Opti Capital Management, LP | 2 | 1 | 0.23% | 1.33% | 3.50% | Q1 2022 | Q3 2023 | 3 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.88% | 1.18% | 1.48% | Q4 2021 | Q1 2022 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2020 | 2 |
LINDEN ADVISORS LP | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
OSTRUM ASSET MANAGEMENT | 2 | 2 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q4 2019 | 2 |
BEACON INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.13% | 0.40% | 0.66% | Q3 2020 | Q4 2020 | 2 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q1 2020 | 2 |
KBC Group NV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Fort Baker Capital Management LP | 2 | 2 | 2.77% | 3.04% | 3.30% | Q2 2023 | Q3 2023 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 2 |
GLAZER CAPITAL, LLC | 2 | 2 | 0.77% | 1.00% | 1.24% | Q2 2023 | Q3 2023 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Independent Wealth Network Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AAFMAA Wealth Management & Trust LLC | 2 | 2 | 0.64% | 0.67% | 0.70% | Q2 2022 | Q3 2022 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FLOSSBACH VON STORCH AG | 2 | 2 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q4 2019 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Sightline Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Radcliffe Capital Management, L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.26% | 0.47% | 0.67% | Q4 2019 | Q1 2020 | 2 |
Elwood & Goetz Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
55I, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
CQS Cayman LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2019 | Q3 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Maven Securities LTD | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Octavia Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 1 |
PFG Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
F/M Investments LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2020 | Q4 2020 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Columbia Asset Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
This page lists all the filers that currently own WESTERN DIGITAL CORP. or have owned WESTERN DIGITAL CORP. in the past.