Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
JPMORGAN CHASE & CO | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
UBS Group AG | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CIBC Asset Management Inc | 30 | 30 | 0.01% | 0.42% | 0.75% | Q2 2016 | Q3 2023 | 30 |
1832 Asset Management L.P. | 30 | 30 | 0.00% | 0.10% | 0.33% | Q2 2016 | Q3 2023 | 30 |
FIRST MANHATTAN CO. LLC. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
CIBC WORLD MARKET INC. | 26 | 3 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30 | 30 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CITIGROUP INC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 30 | 30 | 0.01% | 0.04% | 0.20% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q3 2023 | 30 |
SCOTIA CAPITAL INC. | 30 | 30 | 0.01% | 0.05% | 0.18% | Q2 2016 | Q3 2023 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
TORONTO DOMINION BANK | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 29 |
Invesco Ltd. | 26 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 28 |
Brookfield Asset Management | 22 | 1 | 0.00% | 3.83% | 8.75% | Q2 2016 | Q3 2023 | 27 |
WHITTIER TRUST CO | 15 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 27 |
TD ASSET MANAGEMENT INC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 11 | 7 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 26 |
Connor, Clark & Lunn Investment Management Ltd. | 14 | 2 | 0.00% | 0.10% | 0.24% | Q2 2016 | Q3 2023 | 26 |
OMERS ADMINISTRATION Corp | 15 | 1 | 0.01% | 4.82% | 13.72% | Q2 2016 | Q3 2023 | 25 |
CI INVESTMENTS INC. | 22 | 3 | 0.01% | 0.23% | 0.38% | Q2 2016 | Q3 2023 | 25 |
PRINCIPAL FINANCIAL GROUP INC | 20 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 25 |
Renaissance Technologies | 14 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 24 |
DEUTSCHE BANK AG\ | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
GUARDIAN CAPITAL ADVISORS LP | 23 | 23 | 0.02% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
MACKENZIE FINANCIAL CORP | 19 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2022 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Community Bank, N.A. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Bartlett & Co. LLC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 21 |
Veritas Investment Management (UK) Ltd | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
Hillsdale Investment Management Inc. | 12 | 8 | 0.00% | 0.72% | 3.01% | Q2 2017 | Q3 2023 | 20 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CREDIT SUISSE AG/ | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 19 |
Partners Group Holding AG | 19 | 19 | 0.21% | 0.78% | 1.18% | Q3 2017 | Q1 2022 | 19 |
Partners Value Investments L.P. | 18 | 1 | 0.00% | 2.54% | 8.82% | Q1 2017 | Q3 2023 | 19 |
NORTHERN TRUST CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 19 |
MONTRUSCO BOLTON INVESTMENTS INC. | 18 | 18 | 0.01% | 0.08% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Fiera Capital Corp | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2020 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q4 2023 | 17 |
AGF INVESTMENTS INC. | 12 | 4 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2021 | 16 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 16 | 16 | 0.47% | 1.23% | 1.82% | Q4 2019 | Q3 2023 | 16 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Russell Investments Group, Ltd. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 9 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 14 |
Burt Wealth Advisors | 8 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 13 |
VERTEX ONE ASSET MANAGEMENT INC. | 13 | 13 | 0.84% | 2.88% | 4.06% | Q3 2016 | Q3 2019 | 13 |
Waratah Capital Advisors Ltd. | 12 | 1 | 0.01% | 0.90% | 2.29% | Q3 2016 | Q4 2022 | 13 |
COMMONWEALTH BANK OF AUSTRALIA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
DORCHESTER WEALTH MANAGEMENT Co | 11 | 11 | 0.65% | 0.97% | 1.25% | Q1 2021 | Q3 2023 | 11 |
GOLDMAN SACHS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 11 |
COLONY GROUP LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 11 |
Wealthspire Advisors, L.P. | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 11 |
Steinberg Global Asset Management | 11 | 11 | 0.04% | 0.07% | 0.10% | Q3 2016 | Q1 2019 | 11 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.05% | 0.13% | Q2 2017 | Q1 2020 | 11 |
Beutel, Goodman & Co Ltd. | 11 | 11 | 0.08% | 0.19% | 0.32% | Q1 2021 | Q3 2023 | 11 |
Stonehage Fleming Financial Services Holdings Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Horizon Kinetics | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2018 | 10 |
PORTLAND INVESTMENT COUNSEL INC. | 8 | 1 | 0.15% | 0.33% | 0.53% | Q3 2016 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
K.J. Harrison & Partners Inc | 10 | 10 | 0.20% | 0.61% | 0.99% | Q3 2017 | Q4 2019 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Parallax Volatility Advisers, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 9 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
FMR LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 9 |
FIFTH THIRD BANCORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 9 |
Onex Canada Asset Management Inc. | 5 | 4 | 0.01% | 0.09% | 0.20% | Q2 2018 | Q4 2021 | 9 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.24% | 0.42% | 1.16% | Q4 2021 | Q3 2023 | 8 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
BANK OF NOVA SCOTIA TRUST CO | 7 | 1 | 0.00% | 0.04% | 0.05% | Q3 2017 | Q4 2019 | 8 |
Sentry Investments Corp. | 8 | 8 | 0.02% | 0.19% | 0.52% | Q2 2016 | Q1 2018 | 8 |
Oakworth Capital, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
Markel Corporation | 8 | 8 | 0.05% | 0.06% | 0.07% | Q2 2016 | Q1 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
INTACT INVESTMENT MANAGEMENT INC. | 5 | 1 | 0.01% | 0.21% | 0.59% | Q2 2018 | Q1 2022 | 8 |
Neuburgh Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Flinton Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
DAVIS SELECTED ADVISERS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 8 |
GLENMEDE TRUST CO NA | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 8 |
BlackRock Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 8 |
WEST PACES ADVISORS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Evercore Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
PCJ Investment Counsel Ltd. | 2 | 1 | 0.04% | 1.04% | 2.78% | Q2 2018 | Q3 2021 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
CREDIT AGRICOLE S A | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Highstreet Asset Management Inc. | 5 | 1 | 0.03% | 0.07% | 0.10% | Q2 2016 | Q4 2019 | 6 |
IFP Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Smithfield Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Holloway Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 6 |
NICOLA WEALTH MANAGEMENT LTD. | 6 | 6 | 0.30% | 0.39% | 0.52% | Q1 2020 | Q2 2021 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
FIL Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Fusion Family Wealth LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 5 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Investment Research & Advisory Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 5 |
KARPAS STRATEGIES, LLC | 3 | 1 | 0.07% | 0.08% | 0.10% | Q3 2018 | Q4 2021 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Hudson Value Partners, LLC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q4 2021 | 5 |
Signition LP | 5 | 5 | 0.14% | 0.44% | 1.17% | Q3 2018 | Q3 2019 | 5 |
Glassman Wealth Services | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 5 |
Creative Planning | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Winfield Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Burgundy Asset Management Ltd. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
K2 PRINCIPAL FUND, L.P. | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 4 |
PineBridge Investments, L.P. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Forge First Asset Management Inc. | 4 | 4 | 2.95% | 4.26% | 5.19% | Q4 2022 | Q3 2023 | 4 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 4 |
Fosun International Ltd | 4 | 4 | 0.20% | 0.32% | 0.57% | Q1 2019 | Q4 2019 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Caldwell Investment Management Ltd. | 3 | 3 | 1.10% | 1.32% | 1.63% | Q4 2021 | Q2 2022 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Zions Bancorporation | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.14% | 0.25% | Q2 2016 | Q4 2016 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Ursa Fund Management, LLC | 1 | 1 | 0.08% | 0.56% | 0.82% | Q1 2022 | Q1 2022 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
PenderFund Capital Management Ltd. | 3 | 3 | 0.25% | 0.53% | 1.06% | Q4 2019 | Q2 2020 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Soros Fund Management | 3 | 3 | 0.16% | 0.16% | 0.17% | Q4 2017 | Q2 2018 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Apriem Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 3 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
ArrowMark Colorado Holdings LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
BECK MACK & OLIVER LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Vestcor Inc | 2 | 2 | 0.25% | 0.51% | 0.78% | Q4 2019 | Q1 2020 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
MADISON WEALTH MANAGEMENT | 2 | 2 | 0.30% | 0.32% | 0.33% | Q4 2019 | Q1 2020 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
SHELL ASSET MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
JARISLOWSKY, FRASER Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 2 |
ROCKY MOUNTAIN ADVISERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
APG Asset Management N.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q1 2022 | 2 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SQ Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2016 | Q2 2016 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
St. James Investment Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
NewGen Asset Management Ltd | 1 | 1 | 6.45% | 6.45% | 6.45% | Q2 2021 | Q2 2021 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Scheer, Rowlett & Associates Investment Management Ltd. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AVIVA PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
NEW SOUTH CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
NORGES BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Broad Run Investment Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
LINCLUDEN MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Mitsubishi UFJ Trust & Banking Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Baskin Financial Services Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Overbrook Management Corp | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2018 | Q1 2018 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Red Cedar Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Brave Warrior Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
JCIC Asset Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
MARATHON ASSET MANAGEMENT LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
External links
This page lists all the filers that currently own BROOKFIELD BUSINESS PARTNERS or have owned BROOKFIELD BUSINESS PARTNERS in the past.