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Crestwood Equity Partners LP

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Blue Trust, Inc.
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$4 ($0)
Filed 2024-01-18
Salomon & Ludwin, LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$176 ($0)
Filed 2024-02-07
Alps Advisors Inc
CLOSED
Shares0 from 15,137,024
Change-15,137,024 (-100%)
Value$0 (-$442.8M)
Filed 2024-02-14
First Reserve GP Xiii Ltd
CLOSED
Shares0 from 11,275,546
Change-11,275,546 (-100%)
Value$0 (-$329.8M)
Filed 2024-02-14
Invesco Ltd.
CLOSED
Shares0 from 5,308,483
Change-5,308,483 (-100%)
Value$0 (-$155.3M)
Filed 2024-02-13
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 4,351,762
Change-4,351,762 (-100%)
Value$0 (-$127.3M)
Filed 2024-01-24
Goldman Sachs Group Inc
CLOSED
Shares0 from 3,624,195
Change-3,624,195 (-100%)
Value$0 (-$106.0M)
Filed 2024-05-14
Tortoise Capital Advisors, L.L.C.
CLOSED
Shares0 from 2,872,403
Change-2,872,403 (-100%)
Value$0 (-$84.0M)
Filed 2024-02-14
Clearbridge Investments, LLC
CLOSED
Shares0 from 2,683,918
Change-2,683,918 (-100%)
Value$0 (-$78.5M)
Filed 2024-02-09
JPMorgan Chase & Co
CLOSED
Shares0 from 1,965,710
Change-1,965,710 (-100%)
Value$0 (-$57.5M)
Filed 2024-12-26
Chickasaw Capital Management LLC
CLOSED
Shares0 from 948,182
Change-948,182 (-100%)
Value$0 (-$27.7K)
Filed 2024-01-12
Brookfield Corp
CLOSED
Shares0 from 854,381
Change-854,381 (-100%)
Value$0 (-$25.0M)
Filed 2024-11-22
Jennison Associates LLC
CLOSED
Shares0 from 765,792
Change-765,792 (-100%)
Value$0 (-$22.4M)
Filed 2024-02-01
Infrastructure Capital Advisors, LLC
CLOSED
Shares0 from 721,229
Change-721,229 (-100%)
Value$0 (-$21.1M)
Filed 2024-02-14
Westwood Holdings Group Inc
CLOSED
Shares0 from 672,678
Change-672,678 (-100%)
Value$0 (-$19.7K)
Filed 2024-02-13
Morgan Stanley
CLOSED
Shares0 from 599,786
Change-599,786 (-100%)
Value$0 (-$17.5M)
Filed 2024-08-16
Stifel Financial Corp
CLOSED
Shares0 from 539,904
Change-539,904 (-100%)
Value$0 (-$15.8M)
Filed 2024-02-12
Moneta Group Investment Advisors LLC
CLOSED
Shares0 from 534,238
Change-534,238 (-100%)
Value$0 (-$15.6M)
Filed 2024-02-15
Longfellow Investment Management Co LLC
CLOSED
Shares0 from 476,660
Change-476,660 (-100%)
Value$0 (-$13.9M)
Filed 2024-02-08
Bank of America Corp
CLOSED
Shares0 from 455,355
Change-455,355 (-100%)
Value$0 (-$13.3M)
Filed 2024-02-14
Barclays PLC
CLOSED
Shares0 from 411,689
Change-411,689 (-100%)
Value$0 (-$12.0M)
Filed 2026-03-24
Miller Howard Investments Inc
CLOSED
Shares0 from 400,764
Change-400,764 (-100%)
Value$0 (-$11.7M)
Filed 2024-01-26
Mariner, LLC
CLOSED
Shares0 from 395,299
Change-395,299 (-100%)
Value$0 (-$11.6M)
Filed 2024-02-14
Blackstone Inc.
CLOSED
Shares0 from 359,142
Change-359,142 (-100%)
Value$0 (-$10.5M)
Filed 2024-02-14
UBS Group AG
CLOSED
Shares0 from 327,233
Change-327,233 (-100%)
Value$0 (-$9.6M)
Filed 2024-02-09
Eagle Global Advisors LLC
CLOSED
Shares0 from 266,640
Change-266,640 (-100%)
Value$0 (-$7.8M)
Filed 2024-02-09
Wells Fargo & Company
CLOSED
Shares0 from 257,403
Change-257,403 (-100%)
Value$0 (-$7.5M)
Filed 2024-02-09
Allianz Asset Management GmbH
CLOSED
Shares0 from 249,400
Change-249,400 (-100%)
Value$0 (-$7.3M)
Filed 2024-02-12
Osaic Holdings, Inc.
CLOSED
Shares0 from 238,474
Change-238,474 (-100%)
Value$0 (-$7.0M)
Filed 2024-02-12
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 234,613
Change-234,613 (-100%)
Value$0 (-$6.9M)
Filed 2024-01-16
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 187,109
Change-187,109 (-100%)
Value$0 (-$5.5M)
Filed 2024-01-24
BNP Paribas Financial Markets
CLOSED
Shares0 from 184,616
Change-184,616 (-100%)
Value$0 (-$5.4M)
Filed 2024-02-14
Advisors Asset Management, Inc.
CLOSED
Shares0 from 166,446
Change-166,446 (-100%)
Value$0 (-$4.9M)
Filed 2026-08-26
Kayne Anderson Capital Advisors LP
CLOSED
Shares0 from 158,490
Change-158,490 (-100%)
Value$0 (-$4.6M)
Filed 2024-02-07
Natixis
CLOSED
Shares0 from 147,600
Change-147,600 (-100%)
Value$0 (-$4.3M)
Filed 2024-02-13
Nomura Holdings Inc
CLOSED
Shares0 from 125,000
Change-125,000 (-100%)
Value$0 (-$3.7M)
Filed 2024-03-27
Cushing Asset Management, LP dba NXG Investment Management
CLOSED
Shares0 from 123,706
Change-123,706 (-100%)
Value$0 (-$3.6M)
Filed 2024-01-18
First Trust Advisors LP
CLOSED
Shares0 from 119,903
Change-119,903 (-100%)
Value$0 (-$3.5M)
Filed 2024-02-13
Fractal Investments LLC
CLOSED
Shares0 from 109,922
Change-109,922 (-100%)
Value$0 (-$3.2M)
Filed 2024-02-02
Tortoise Index Solutions, LLC
CLOSED
Shares0 from 102,321
Change-102,321 (-100%)
Value$0 (-$3.0M)
Filed 2024-02-14
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 102,321
Change-102,321 (-100%)
Value$0 (-$3.0M)
Filed 2024-01-05
Sentinel Trust Co LBA
CLOSED
Shares0 from 100,000
Change-100,000 (-100%)
Value$0 (-$2.9K)
Filed 2024-02-13
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 85,700
Change-85,700 (-100%)
Value$0 (-$2.5M)
Filed 2024-01-30
Jane Street Group, LLC
CLOSED
Shares0 from 78,602
Change-78,602 (-100%)
Value$0 (-$2.3M)
Filed 2024-02-15
HRT Financial LP
CLOSED
Shares0 from 77,627
Change-77,627 (-100%)
Value$0 (-$2.3K)
Filed 2024-02-09
Citigroup Inc
CLOSED
Shares0 from 77,593
Change-77,593 (-100%)
Value$0 (-$2.3M)
Filed 2024-02-09
U.S. Capital Wealth Advisors, LLC
CLOSED
Shares0 from 72,662
Change-72,662 (-100%)
Value$0 (-$2.1M)
Filed 2024-02-06
Maryland State Retirement & Pension System
CLOSED
Shares0 from 72,482
Change-72,482 (-100%)
Value$0 (-$2.1M)
Filed 2024-02-06
Susquehanna International Group, LLP
CLOSED
Shares0 from 68,252
Change-68,252 (-100%)
Value$0 (-$2.0M)
Filed 2024-02-14
Royal Bank of Canada
CLOSED
Shares0 from 67,756
Change-67,756 (-100%)
Value$0 (-$2.0M)
Filed 2024-02-14
Sigma Planning Corp
CLOSED
Shares0 from 52,502
Change-52,502 (-100%)
Value$0 (-$1.5M)
Filed 2024-02-01
GraniteShares Advisors LLC
CLOSED
Shares0 from 52,314
Change-52,314 (-100%)
Value$0 (-$1.5M)
Filed 2024-01-30
Taylor Investment Counselors LLC
CLOSED
Shares0 from 51,477
Change-51,477 (-100%)
Value$0 (-$1.5M)
Filed 2024-01-31
Sowell Financial Services LLC
CLOSED
Shares0 from 46,726
Change-46,726 (-100%)
Value$0 (-$1.4M)
Filed 2024-01-24
LPL Financial LLC
CLOSED
Shares0 from 45,587
Change-45,587 (-100%)
Value$0 (-$1.3M)
Filed 2024-02-14
US Bancorp \de\
CLOSED
Shares0 from 44,214
Change-44,214 (-100%)
Value$0 (-$1.3M)
Filed 2024-02-09
Cannell Peter B & Co Inc
CLOSED
Shares0 from 36,450
Change-36,450 (-100%)
Value$0 (-$1.1M)
Filed 2024-02-05
Captrust Financial Advisors
CLOSED
Shares0 from 35,686
Change-35,686 (-100%)
Value$0 (-$1.0M)
Filed 2024-02-14
Penbrook Management LLC
CLOSED
Shares0 from 34,500
Change-34,500 (-100%)
Value$0 (-$1.0M)
Filed 2024-01-16
HighTower Advisors, LLC
CLOSED
Shares0 from 29,898
Change-29,898 (-100%)
Value$0 (-$874.0K)
Filed 2024-02-12
Apollon Wealth Management, LLC
CLOSED
Shares0 from 23,992
Change-23,992 (-100%)
Value$0 (-$701.8K)
Filed 2024-02-06
Brookstone Capital Management
CLOSED
Shares0 from 22,121
Change-22,121 (-100%)
Value$0 (-$649.9K)
Filed 2024-01-11
SL Advisors, LLC
CLOSED
Shares0 from 21,371
Change-21,371 (-100%)
Value$0 (-$625.0K)
Filed 2026-04-15
Advisory Services Network, LLC
CLOSED
Shares0 from 20,600
Change-20,600 (-100%)
Value$0 (-$602.6K)
Filed 2024-02-09
9258 Wealth Management, LLC
CLOSED
Shares0 from 19,815
Change-19,815 (-100%)
Value$0 (-$579.6K)
Filed 2024-02-13
Empirical Asset Management, LLC
CLOSED
Shares0 from 19,608
Change-19,608 (-100%)
Value$0 (-$573.5K)
Filed 2024-01-12
SG Americas Securities, LLC
CLOSED
Shares0 from 19,494
Change-19,494 (-100%)
Value$0 (-$570)
Filed 2024-01-12
Creative Planning
CLOSED
Shares0 from 19,480
Change-19,480 (-100%)
Value$0 (-$569.8K)
Filed 2024-02-14
Institutional & Family Asset Management, LLC
CLOSED
Shares0 from 18,464
Change-18,464 (-100%)
Value$0 (-$540.1K)
Filed 2024-02-06
American Financial Group Inc
CLOSED
Shares0 from 17,000
Change-17,000 (-100%)
Value$0 (-$497)
Filed 2024-02-12
Pacer Advisors, Inc.
CLOSED
Shares0 from 16,940
Change-16,940 (-100%)
Value$0 (-$495.5K)
Filed 2024-01-16
SVB Wealth LLC
CLOSED
Shares0 from 16,746
Change-16,746 (-100%)
Value$0 (-$489.8K)
Filed 2024-01-30
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 16,335
Change-16,335 (-100%)
Value$0 (-$478)
Filed 2024-02-06
Mcdonald Partners LLC
CLOSED
Shares0 from 15,755
Change-15,755 (-100%)
Value$0 (-$460.8K)
Filed 2024-02-12
Raymond James & Associates
CLOSED
Shares0 from 14,956
Change-14,956 (-100%)
Value$0 (-$437.5K)
Filed 2024-01-16
Full Sail Capital, LLC
CLOSED
Shares0 from 14,069
Change-14,069 (-100%)
Value$0 (-$411.5K)
Filed 2024-02-13
Stockman Wealth Management, Inc.
CLOSED
Shares0 from 13,550
Change-13,550 (-100%)
Value$0 (-$396.3K)
Filed 2024-02-01
Oppenheimer Asset Management Inc.
CLOSED
Shares0 from 13,120
Change-13,120 (-100%)
Value$0 (-$383.8K)
Filed 2024-02-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 12,939
Change-12,939 (-100%)
Value$0 (-$255.3K)
Filed 2024-01-25
Guggenheim Capital LLC
CLOSED
Shares0 from 12,447
Change-12,447 (-100%)
Value$0 (-$364.1K)
Filed 2024-02-14
Van Eck Associates Corp
CLOSED
Shares0 from 12,119
Change-12,119 (-100%)
Value$0 (-$354)
Filed 2024-02-05
Spirit of America Management Corp
CLOSED
Shares0 from 12,000
Change-12,000 (-100%)
Value$0 (-$351.0K)
Filed 2024-01-22
Envestnet Asset Management Inc
CLOSED
Shares0 from 11,973
Change-11,973 (-100%)
Value$0 (-$350.2K)
Filed 2024-02-13
Janney Montgomery Scott LLC
CLOSED
Shares0 from 11,937
Change-11,937 (-100%)
Value$0 (-$349)
Filed 2024-02-08
Oxbow Advisors, LLC
CLOSED
Shares0 from 11,850
Change-11,850 (-100%)
Value$0 (-$346.6K)
Filed 2024-02-08
Neuberger Berman Group LLC
CLOSED
Shares0 from 11,610
Change-11,610 (-100%)
Value$0 (-$339.6K)
Filed 2026-10-27
Glenmede Trust Co NA
CLOSED
Shares0 from 11,603
Change-11,603 (-100%)
Value$0 (-$339.4K)
Filed 2024-02-13
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 11,365
Change-11,365 (-100%)
Value$0 (-$332.4K)
Filed 2024-01-17
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 10,954
Change-10,954 (-100%)
Value$0 (-$320)
Filed 2024-02-09
Lindbrook Capital, LLC
CLOSED
Shares0 from 10,953
Change-10,953 (-100%)
Value$0 (-$320.4K)
Filed 2024-02-01
Prevail Innovative Wealth Advisors, LLC
CLOSED
Shares0 from 10,001
Change-10,001 (-100%)
Value$0 (-$292.5K)
Filed 2024-02-13
Stratos Wealth Advisors, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$292.5K)
Filed 2024-01-24
Pettinga Financial Advisors LLC
CLOSED
Shares0 from 9,850
Change-9,850 (-100%)
Value$0 (-$288.1K)
Filed 2024-01-18
Gabelli Funds LLC
CLOSED
Shares0 from 9,000
Change-9,000 (-100%)
Value$0 (-$263.3K)
Filed 2024-02-13
Fort Washington Investment Advisors Inc
CLOSED
Shares0 from 8,450
Change-8,450 (-100%)
Value$0 (-$247.2K)
Filed 2024-01-17
One Way Holdings LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$234.0K)
Filed 2024-02-07
ProShare Advisors LLC
CLOSED
Shares0 from 7,967
Change-7,967 (-100%)
Value$0 (-$233.0K)
Filed 2024-02-14
Groesbeck Investment Management Corp
CLOSED
Shares0 from 7,839
Change-7,839 (-100%)
Value$0 (-$229)
Filed 2024-01-31
Security National Bank of Sioux City Iowa
CLOSED
Shares0 from 7,500
Change-7,500 (-100%)
Value$0 (-$219.4K)
Filed 2024-02-16
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 7,258
Change-7,258 (-100%)
Value$0 (-$203.0K)
Filed 2024-02-23
KPP Advisory Services LLC
CLOSED
Shares0 from 7,228
Change-7,228 (-100%)
Value$0 (-$211.4K)
Filed 2024-02-14
Mcintyre Freedman & Flynn Investment Advisers Inc
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$204.8K)
Filed 2024-02-14
Cutler Group LP
CLOSED
Shares0 from 6,774
Change-6,774 (-100%)
Value$0 (-$198)
Filed 2024-01-18
Chilton Capital Management LLC
CLOSED
Shares0 from 5,655
Change-5,655 (-100%)
Value$0 (-$165.4K)
Filed 2024-01-18
Nemes Rush Group LLC
CLOSED
Shares0 from 3,734
Change-3,734 (-100%)
Value$0 (-$109.2K)
Filed 2024-02-09
Lee Financial Co
CLOSED
Shares0 from 2,848
Change-2,848 (-100%)
Value$0 (-$83.3K)
Filed 2024-02-08
Comerica Bank
CLOSED
Shares0 from 2,652
Change-2,652 (-100%)
Value$0 (-$77.6K)
Filed 2024-02-14
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 2,091
Change-2,091 (-100%)
Value$0 (-$61.2K)
Filed 2024-02-13
GPS Wealth Strategies Group, LLC
CLOSED
Shares0 from 2,041
Change-2,041 (-100%)
Value$0 (-$59.7K)
Filed 2024-01-12
Harbour Investments, Inc.
CLOSED
Shares0 from 1,644
Change-1,644 (-100%)
Value$0 (-$48.1K)
Filed 2024-02-16
Albion Financial Group
CLOSED
Shares0 from 1,478
Change-1,478 (-100%)
Value$0 (-$43.2K)
Filed 2024-01-26
FTB Advisors, Inc.
CLOSED
Shares0 from 1,390
Change-1,390 (-100%)
Value$0 (-$40.7K)
Filed 2024-02-06
NewEdge Advisors, LLC
CLOSED
Shares0 from 1,143
Change-1,143 (-100%)
Value$0 (-$33.4K)
Filed 2024-02-13
Parkside Financial Bank & Trust
CLOSED
Shares0 from 1,141
Change-1,141 (-100%)
Value$0 (-$33.4K)
Filed 2024-02-01
Global Retirement Partners, LLC
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$31.1K)
Filed 2024-01-18
Sound Income Strategies, LLC
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$29.3K)
Filed 2024-01-10
Spire Wealth Management
CLOSED
Shares0 from 913
Change-913 (-100%)
Value$0 (-$26.7K)
Filed 2024-02-06
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 835
Change-835 (-100%)
Value$0 (-$24.4K)
Filed 2024-02-12
Central Trust Co
CLOSED
Shares0 from 830
Change-830 (-100%)
Value$0 (-$24.3K)
Filed 2024-01-24
Bokf, NA
CLOSED
Shares0 from 793
Change-793 (-100%)
Value$0 (-$21.6K)
Filed 2024-02-14
Allworth Financial LP
CLOSED
Shares0 from 741
Change-741 (-100%)
Value$0 (-$21.7K)
Filed 2024-01-24
Toth Financial Advisory Corp
CLOSED
Shares0 from 610
Change-610 (-100%)
Value$0 (-$17.8K)
Filed 2024-01-26
Quadrant Capital Group LLC
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$17.7K)
Filed 2024-02-08
Tompkins Financial Corp
CLOSED
Shares0 from 510
Change-510 (-100%)
Value$0 (-$14.9K)
Filed 2024-01-08
North Star Investment Management Corp.
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$14.6K)
Filed 2024-01-10
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 435
Change-435 (-100%)
Value$0 (-$12.7K)
Filed 2024-01-23
Sunbelt Securities, Inc.
CLOSED
Shares0 from 344
Change-344 (-100%)
Value$0 (-$10.1K)
Filed 2024-02-15
AllSquare Wealth Management LLC
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$8.8K)
Filed 2024-02-14
Whittier Trust Co
CLOSED
Shares0 from 232
Change-232 (-100%)
Value$0 (-$6.8K)
Filed 2024-01-11
Cullen T Bankers, Inc.
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$5.1K)
Filed 2024-02-06
First Manhattan Co. Llc.
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$4.6K)
Filed 2024-02-13
Proequities, Inc.
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$4.4K)
Filed 2024-02-07
Dividend Assets Capital, LLC
CLOSED
Shares0 from 119
Change-119 (-100%)
Value$0 (-$3)
Filed 2024-02-14
PSI Advisors, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.9K)
Filed 2024-02-01
Ritter Daniher Financial Advisory LLC / de
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.9K)
Filed 2024-02-09
Global Wealth Strategies & Associates
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.9K)
Filed 2024-01-02
Parallel Advisors, LLC
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$1.8K)
Filed 2024-02-12
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$1.3K)
Filed 2024-02-09
CWM, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1)
Filed 2024-02-01
Tsfg, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1)
Filed 2024-01-24
JJJ Advisors Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$293)
Filed 2024-01-29
Eukles Asset Management
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$59)
Filed 2024-01-31
FMR LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$29)
Filed 2026-11-05
Claybrook Capital, LLC
N/A
Shares— from 11,637
Change-11,637 (-100%)
Value—
First Republic Investment Management, Inc.
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Status
Blue Trust, Inc.
UNCHANGED14614600%$4$4$02024-01-18
Salomon & Ludwin, LLC
UNCHANGED6600%$176$176$02024-02-07
Alps Advisors Inc
CLOSED015,137,024-15,137,024-100%$442.8M$0-$442.8M2024-02-14
First Reserve GP Xiii Ltd
CLOSED011,275,546-11,275,546-100%$329.8M$0-$329.8M2024-02-14
Invesco Ltd.
CLOSED05,308,483-5,308,483-100%$155.3M$0-$155.3M2024-02-13
Mirae Asset Global Investments Co., Ltd.
CLOSED04,351,762-4,351,762-100%$127.3M$0-$127.3M2024-01-24
Goldman Sachs Group Inc
CLOSED03,624,195-3,624,195-100%$106.0M$0-$106.0M2024-05-14
Tortoise Capital Advisors, L.L.C.
CLOSED02,872,403-2,872,403-100%$84.0M$0-$84.0M2024-02-14
Clearbridge Investments, LLC
CLOSED02,683,918-2,683,918-100%$78.5M$0-$78.5M2024-02-09
JPMorgan Chase & Co
CLOSED01,965,710-1,965,710-100%$57.5M$0-$57.5M2024-12-26
Chickasaw Capital Management LLC
CLOSED0948,182-948,182-100%$27.7K$0-$27.7K2024-01-12
Brookfield Corp
CLOSED0854,381-854,381-100%$25.0M$0-$25.0M2024-11-22
Jennison Associates LLC
CLOSED0765,792-765,792-100%$22.4M$0-$22.4M2024-02-01
Infrastructure Capital Advisors, LLC
CLOSED0721,229-721,229-100%$21.1M$0-$21.1M2024-02-14
Westwood Holdings Group Inc
CLOSED0672,678-672,678-100%$19.7K$0-$19.7K2024-02-13
Morgan Stanley
CLOSED0599,786-599,786-100%$17.5M$0-$17.5M2024-08-16
Stifel Financial Corp
CLOSED0539,904-539,904-100%$15.8M$0-$15.8M2024-02-12
Moneta Group Investment Advisors LLC
CLOSED0534,238-534,238-100%$15.6M$0-$15.6M2024-02-15
Longfellow Investment Management Co LLC
CLOSED0476,660-476,660-100%$13.9M$0-$13.9M2024-02-08
Bank of America Corp
CLOSED0455,355-455,355-100%$13.3M$0-$13.3M2024-02-14
Barclays PLC
CLOSED0411,689-411,689-100%$12.0M$0-$12.0M2026-03-24
Miller Howard Investments Inc
CLOSED0400,764-400,764-100%$11.7M$0-$11.7M2024-01-26
Mariner, LLC
CLOSED0395,299-395,299-100%$11.6M$0-$11.6M2024-02-14
Blackstone Inc.
CLOSED0359,142-359,142-100%$10.5M$0-$10.5M2024-02-14
UBS Group AG
CLOSED0327,233-327,233-100%$9.6M$0-$9.6M2024-02-09
Eagle Global Advisors LLC
CLOSED0266,640-266,640-100%$7.8M$0-$7.8M2024-02-09
Wells Fargo & Company
CLOSED0257,403-257,403-100%$7.5M$0-$7.5M2024-02-09
Allianz Asset Management GmbH
CLOSED0249,400-249,400-100%$7.3M$0-$7.3M2024-02-12
Osaic Holdings, Inc.
CLOSED0238,474-238,474-100%$7.0M$0-$7.0M2024-02-12
Raymond James Financial Services Advisors, Inc.
CLOSED0234,613-234,613-100%$6.9M$0-$6.9M2024-01-16
Prime Capital Investment Advisors, LLC
CLOSED0187,109-187,109-100%$5.5M$0-$5.5M2024-01-24
BNP Paribas Financial Markets
CLOSED0184,616-184,616-100%$5.4M$0-$5.4M2024-02-14
Advisors Asset Management, Inc.
CLOSED0166,446-166,446-100%$4.9M$0-$4.9M2026-08-26
Kayne Anderson Capital Advisors LP
CLOSED0158,490-158,490-100%$4.6M$0-$4.6M2024-02-07
Natixis
CLOSED0147,600-147,600-100%$4.3M$0-$4.3M2024-02-13
Nomura Holdings Inc
CLOSED0125,000-125,000-100%$3.7M$0-$3.7M2024-03-27
Cushing Asset Management, LP dba NXG Investment Management
CLOSED0123,706-123,706-100%$3.6M$0-$3.6M2024-01-18
First Trust Advisors LP
CLOSED0119,903-119,903-100%$3.5M$0-$3.5M2024-02-13
Fractal Investments LLC
CLOSED0109,922-109,922-100%$3.2M$0-$3.2M2024-02-02
Tortoise Index Solutions, LLC
CLOSED0102,321-102,321-100%$3.0M$0-$3.0M2024-02-14
Exchange Traded Concepts, LLC
CLOSED0102,321-102,321-100%$3.0M$0-$3.0M2024-01-05
Sentinel Trust Co LBA
CLOSED0100,000-100,000-100%$2.9K$0-$2.9K2024-02-13
Crescent Grove Advisors, LLC
CLOSED085,700-85,700-100%$2.5M$0-$2.5M2024-01-30
Jane Street Group, LLC
CLOSED078,602-78,602-100%$2.3M$0-$2.3M2024-02-15
HRT Financial LP
CLOSED077,627-77,627-100%$2.3K$0-$2.3K2024-02-09
Citigroup Inc
CLOSED077,593-77,593-100%$2.3M$0-$2.3M2024-02-09
U.S. Capital Wealth Advisors, LLC
CLOSED072,662-72,662-100%$2.1M$0-$2.1M2024-02-06
Maryland State Retirement & Pension System
CLOSED072,482-72,482-100%$2.1M$0-$2.1M2024-02-06
Susquehanna International Group, LLP
CLOSED068,252-68,252-100%$2.0M$0-$2.0M2024-02-14
Royal Bank of Canada
CLOSED067,756-67,756-100%$2.0M$0-$2.0M2024-02-14
Sigma Planning Corp
CLOSED052,502-52,502-100%$1.5M$0-$1.5M2024-02-01
GraniteShares Advisors LLC
CLOSED052,314-52,314-100%$1.5M$0-$1.5M2024-01-30
Taylor Investment Counselors LLC
CLOSED051,477-51,477-100%$1.5M$0-$1.5M2024-01-31
Sowell Financial Services LLC
CLOSED046,726-46,726-100%$1.4M$0-$1.4M2024-01-24
LPL Financial LLC
CLOSED045,587-45,587-100%$1.3M$0-$1.3M2024-02-14
US Bancorp \de\
CLOSED044,214-44,214-100%$1.3M$0-$1.3M2024-02-09
Cannell Peter B & Co Inc
CLOSED036,450-36,450-100%$1.1M$0-$1.1M2024-02-05
Captrust Financial Advisors
CLOSED035,686-35,686-100%$1.0M$0-$1.0M2024-02-14
Penbrook Management LLC
CLOSED034,500-34,500-100%$1.0M$0-$1.0M2024-01-16
HighTower Advisors, LLC
CLOSED029,898-29,898-100%$874.0K$0-$874.0K2024-02-12
Apollon Wealth Management, LLC
CLOSED023,992-23,992-100%$701.8K$0-$701.8K2024-02-06
Brookstone Capital Management
CLOSED022,121-22,121-100%$649.9K$0-$649.9K2024-01-11
SL Advisors, LLC
CLOSED021,371-21,371-100%$625.0K$0-$625.0K2026-04-15
Advisory Services Network, LLC
CLOSED020,600-20,600-100%$602.6K$0-$602.6K2024-02-09
9258 Wealth Management, LLC
CLOSED019,815-19,815-100%$579.6K$0-$579.6K2024-02-13
Empirical Asset Management, LLC
CLOSED019,608-19,608-100%$573.5K$0-$573.5K2024-01-12
SG Americas Securities, LLC
CLOSED019,494-19,494-100%$570$0-$5702024-01-12
Creative Planning
CLOSED019,480-19,480-100%$569.8K$0-$569.8K2024-02-14
Institutional & Family Asset Management, LLC
CLOSED018,464-18,464-100%$540.1K$0-$540.1K2024-02-06
American Financial Group Inc
CLOSED017,000-17,000-100%$497$0-$4972024-02-12
Pacer Advisors, Inc.
CLOSED016,940-16,940-100%$495.5K$0-$495.5K2024-01-16
SVB Wealth LLC
CLOSED016,746-16,746-100%$489.8K$0-$489.8K2024-01-30
Commonwealth Equity Services, LLC
CLOSED016,335-16,335-100%$478$0-$4782024-02-06
Mcdonald Partners LLC
CLOSED015,755-15,755-100%$460.8K$0-$460.8K2024-02-12
Raymond James & Associates
CLOSED014,956-14,956-100%$437.5K$0-$437.5K2024-01-16
Full Sail Capital, LLC
CLOSED014,069-14,069-100%$411.5K$0-$411.5K2024-02-13
Stockman Wealth Management, Inc.
CLOSED013,550-13,550-100%$396.3K$0-$396.3K2024-02-01
Oppenheimer Asset Management Inc.
CLOSED013,120-13,120-100%$383.8K$0-$383.8K2024-02-13
International Assets Investment Management, LLC
CLOSED012,939-12,939-100%$255.3K$0-$255.3K2024-01-25
Guggenheim Capital LLC
CLOSED012,447-12,447-100%$364.1K$0-$364.1K2024-02-14
Van Eck Associates Corp
CLOSED012,119-12,119-100%$354$0-$3542024-02-05
Spirit of America Management Corp
CLOSED012,000-12,000-100%$351.0K$0-$351.0K2024-01-22
Envestnet Asset Management Inc
CLOSED011,973-11,973-100%$350.2K$0-$350.2K2024-02-13
Janney Montgomery Scott LLC
CLOSED011,937-11,937-100%$349$0-$3492024-02-08
Oxbow Advisors, LLC
CLOSED011,850-11,850-100%$346.6K$0-$346.6K2024-02-08
Neuberger Berman Group LLC
CLOSED011,610-11,610-100%$339.6K$0-$339.6K2026-10-27
Glenmede Trust Co NA
CLOSED011,603-11,603-100%$339.4K$0-$339.4K2024-02-13
Rockwood Wealth Management, LLC
CLOSED011,365-11,365-100%$332.4K$0-$332.4K2024-01-17
Cambridge Investment Research Advisors, Inc.
CLOSED010,954-10,954-100%$320$0-$3202024-02-09
Lindbrook Capital, LLC
CLOSED010,953-10,953-100%$320.4K$0-$320.4K2024-02-01
Prevail Innovative Wealth Advisors, LLC
CLOSED010,001-10,001-100%$292.5K$0-$292.5K2024-02-13
Stratos Wealth Advisors, LLC
CLOSED010,000-10,000-100%$292.5K$0-$292.5K2024-01-24
Pettinga Financial Advisors LLC
CLOSED09,850-9,850-100%$288.1K$0-$288.1K2024-01-18
Gabelli Funds LLC
CLOSED09,000-9,000-100%$263.3K$0-$263.3K2024-02-13
Fort Washington Investment Advisors Inc
CLOSED08,450-8,450-100%$247.2K$0-$247.2K2024-01-17
One Way Holdings LLC
CLOSED08,000-8,000-100%$234.0K$0-$234.0K2024-02-07
ProShare Advisors LLC
CLOSED07,967-7,967-100%$233.0K$0-$233.0K2024-02-14
Groesbeck Investment Management Corp
CLOSED07,839-7,839-100%$229$0-$2292024-01-31
Security National Bank of Sioux City Iowa
CLOSED07,500-7,500-100%$219.4K$0-$219.4K2024-02-16
Chicago Partners Investment Group LLC
CLOSED07,258-7,258-100%$203.0K$0-$203.0K2024-02-23
KPP Advisory Services LLC
CLOSED07,228-7,228-100%$211.4K$0-$211.4K2024-02-14
Mcintyre Freedman & Flynn Investment Advisers Inc
CLOSED07,000-7,000-100%$204.8K$0-$204.8K2024-02-14
Cutler Group LP
CLOSED06,774-6,774-100%$198$0-$1982024-01-18
Chilton Capital Management LLC
CLOSED05,655-5,655-100%$165.4K$0-$165.4K2024-01-18
Nemes Rush Group LLC
CLOSED03,734-3,734-100%$109.2K$0-$109.2K2024-02-09
Lee Financial Co
CLOSED02,848-2,848-100%$83.3K$0-$83.3K2024-02-08
Comerica Bank
CLOSED02,652-2,652-100%$77.6K$0-$77.6K2024-02-14
Tower Research Capital LLC (TRC)
CLOSED02,091-2,091-100%$61.2K$0-$61.2K2024-02-13
GPS Wealth Strategies Group, LLC
CLOSED02,041-2,041-100%$59.7K$0-$59.7K2024-01-12
Harbour Investments, Inc.
CLOSED01,644-1,644-100%$48.1K$0-$48.1K2024-02-16
Albion Financial Group
CLOSED01,478-1,478-100%$43.2K$0-$43.2K2024-01-26
FTB Advisors, Inc.
CLOSED01,390-1,390-100%$40.7K$0-$40.7K2024-02-06
NewEdge Advisors, LLC
CLOSED01,143-1,143-100%$33.4K$0-$33.4K2024-02-13
Parkside Financial Bank & Trust
CLOSED01,141-1,141-100%$33.4K$0-$33.4K2024-02-01
Global Retirement Partners, LLC
CLOSED01,110-1,110-100%$31.1K$0-$31.1K2024-01-18
Sound Income Strategies, LLC
CLOSED01,000-1,000-100%$29.3K$0-$29.3K2024-01-10
Spire Wealth Management
CLOSED0913-913-100%$26.7K$0-$26.7K2024-02-06
Steward Partners Investment Advisory, LLC
CLOSED0835-835-100%$24.4K$0-$24.4K2024-02-12
Central Trust Co
CLOSED0830-830-100%$24.3K$0-$24.3K2024-01-24
Bokf, NA
CLOSED0793-793-100%$21.6K$0-$21.6K2024-02-14
Allworth Financial LP
CLOSED0741-741-100%$21.7K$0-$21.7K2024-01-24
Toth Financial Advisory Corp
CLOSED0610-610-100%$17.8K$0-$17.8K2024-01-26
Quadrant Capital Group LLC
CLOSED0604-604-100%$17.7K$0-$17.7K2024-02-08
Tompkins Financial Corp
CLOSED0510-510-100%$14.9K$0-$14.9K2024-01-08
North Star Investment Management Corp.
CLOSED0500-500-100%$14.6K$0-$14.6K2024-01-10
Farmers & Merchants Investments Inc
CLOSED0435-435-100%$12.7K$0-$12.7K2024-01-23
Sunbelt Securities, Inc.
CLOSED0344-344-100%$10.1K$0-$10.1K2024-02-15
AllSquare Wealth Management LLC
CLOSED0300-300-100%$8.8K$0-$8.8K2024-02-14
Whittier Trust Co
CLOSED0232-232-100%$6.8K$0-$6.8K2024-01-11
Cullen T Bankers, Inc.
CLOSED0175-175-100%$5.1K$0-$5.1K2024-02-06
First Manhattan Co. Llc.
CLOSED0157-157-100%$4.6K$0-$4.6K2024-02-13
Proequities, Inc.
CLOSED0150-150-100%$4.4K$0-$4.4K2024-02-07
Dividend Assets Capital, LLC
CLOSED0119-119-100%$3$0-$32024-02-14
PSI Advisors, LLC
CLOSED0100-100-100%$2.9K$0-$2.9K2024-02-01
Ritter Daniher Financial Advisory LLC / de
CLOSED0100-100-100%$2.9K$0-$2.9K2024-02-09
Global Wealth Strategies & Associates
CLOSED0100-100-100%$2.9K$0-$2.9K2024-01-02
Parallel Advisors, LLC
CLOSED062-62-100%$1.8K$0-$1.8K2024-02-12
EverSource Wealth Advisors, LLC
CLOSED046-46-100%$1.3K$0-$1.3K2024-02-09
CWM, LLC
CLOSED025-25-100%$1$0-$12024-02-01
Tsfg, LLC
CLOSED010-10-100%$1$0-$12024-01-24
JJJ Advisors Inc.
CLOSED010-10-100%$293$0-$2932024-01-29
Eukles Asset Management
CLOSED02-2-100%$59$0-$592024-01-31
FMR LLC
CLOSED01-1-100%$29$0-$292026-11-05
Claybrook Capital, LLC
N/A—11,637-11,637-100%$340.4K———
First Republic Investment Management, Inc.
N/A—8,415-8,415-100%$246.1K———
Showing 145 of 145 institutions