Crosstex Energy L P

Q4 2013 vs Q1 2014

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hilton Capital Management, LLC

UNCHANGED

Shares7,500 from 7,500

Change0 (0%)

Value$228 (+$21)

Filed 2014-05-12

Kayne Anderson Capital Advisors LP

CLOSED

Shares0 from 7,963,188

Change-7,963,188 (-100%)

Value$0 (-$219.8K)

Filed 2014-05-07

Oppenheimer Funds Inc

CLOSED

Shares0 from 7,489,667

Change-7,489,667 (-100%)

Value$0 (-$206.7K)

Filed 2014-04-30

Clearbridge Investments, LLC

CLOSED

Shares0 from 5,800,200

Change-5,800,200 (-100%)

Value$0 (-$160.1K)

Filed 2014-05-15

Tortoise Capital Advisors, L.L.C.

CLOSED

Shares0 from 3,947,499

Change-3,947,499 (-100%)

Value$0 (-$109.0K)

Filed 2014-05-09

Center Coast Capital Advisors, LP

CLOSED

Shares0 from 3,708,227

Change-3,708,227 (-100%)

Value$0 (-$102.3K)

Filed 2014-05-13

Cushing Asset Management, LP dba NXG Investment Management

CLOSED

Shares0 from 2,633,550

Change-2,633,550 (-100%)

Value$0 (-$72.7K)

Filed 2014-05-20

Harvest Fund Advisors LLC

CLOSED

Shares0 from 2,348,064

Change-2,348,064 (-100%)

Value$0 (-$64.8K)

Filed 2014-05-14

JPMorgan Chase & Co

CLOSED

Shares0 from 1,737,455

Change-1,737,455 (-100%)

Value$0 (-$48.0K)

Filed 2014-05-15

Advisory Research Inc

CLOSED

Shares0 from 1,051,140

Change-1,051,140 (-100%)

Value$0 (-$29.0K)

Filed 2014-05-15

RR Advisors, LLC

CLOSED

Shares0 from 971,000

Change-971,000 (-100%)

Value$0 (-$26.8K)

Filed 2014-05-14

Blackstone Inc.

CLOSED

Shares0 from 902,162

Change-902,162 (-100%)

Value$0 (-$24.9K)

Filed 2014-05-15

Credit Suisse AG/

CLOSED

Shares0 from 817,325

Change-817,325 (-100%)

Value$0 (-$22.6K)

Filed 2014-05-15

Chickasaw Capital Management LLC

CLOSED

Shares0 from 806,672

Change-806,672 (-100%)

Value$0 (-$22.3K)

Filed 2014-04-29

Raymond James & Associates

CLOSED

Shares0 from 806,330

Change-806,330 (-100%)

Value$0 (-$22.3K)

Filed 2014-05-13

Nomura Asset Management Co LTD

CLOSED

Shares0 from 736,400

Change-736,400 (-100%)

Value$0 (-$20.3K)

Filed 2014-05-14

Morgan Stanley

CLOSED

Shares0 from 647,415

Change-647,415 (-100%)

Value$0 (-$17.9K)

Filed 2014-05-13

Salient Capital Advisors, LLC

CLOSED

Shares0 from 598,951

Change-598,951 (-100%)

Value$0 (-$16.5K)

Filed 2014-05-13

Driehaus Capital Management LLC

CLOSED

Shares0 from 422,399

Change-422,399 (-100%)

Value$0 (-$11.7K)

Filed 2014-05-15

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

CLOSED

Shares0 from 412,563

Change-412,563 (-100%)

Value$0 (-$11.4K)

Filed 2014-05-08

Invesco Ltd.

CLOSED

Shares0 from 347,229

Change-347,229 (-100%)

Value$0 (-$9.6K)

Filed 2014-05-15

Cohen & Steers, Inc.

CLOSED

Shares0 from 338,989

Change-338,989 (-100%)

Value$0 (-$9.4K)

Filed 2014-05-15

Advisors Asset Management, Inc.

CLOSED

Shares0 from 336,714

Change-336,714 (-100%)

Value$0 (-$9.3K)

Filed 2014-05-15

California Public Employees Retirement System

CLOSED

Shares0 from 327,300

Change-327,300 (-100%)

Value$0 (-$8.9K)

Filed 2015-08-17

Mason Street Advisors, LLC

CLOSED

Shares0 from 315,000

Change-315,000 (-100%)

Value$0 (-$8.7K)

Filed 2014-05-15

Pinnacle Holdings, LLC

CLOSED

Shares0 from 278,246

Change-278,246 (-100%)

Value$0 (-$7.7M)

Filed 2014-05-28

Metropolitan Life Insurance Co

CLOSED

Shares0 from 270,000

Change-270,000 (-100%)

Value$0 (-$7.5K)

Filed 2014-05-05

UBS AG

CLOSED

Shares0 from 197,561

Change-197,561 (-100%)

Value$0 (-$5.5K)

Filed 2014-05-16

Selz Capital LLC

CLOSED

Shares0 from 160,000

Change-160,000 (-100%)

Value$0 (-$4.4K)

Filed 2014-04-14

Oppenheimer & Co Inc

CLOSED

Shares0 from 137,635

Change-137,635 (-100%)

Value$0 (-$3.8K)

Filed 2014-05-09

Guggenheim Capital LLC

CLOSED

Shares0 from 136,393

Change-136,393 (-100%)

Value$0 (-$3.8K)

Filed 2014-05-16

Nicholas Company, Inc.

CLOSED

Shares0 from 123,250

Change-123,250 (-100%)

Value$0 (-$3.4K)

Filed 2014-05-12

Wells Fargo & Company

CLOSED

Shares0 from 122,684

Change-122,684 (-100%)

Value$0 (-$3.4K)

Filed 2014-08-12

Silvercrest Asset Management Group LLC

CLOSED

Shares0 from 114,432

Change-114,432 (-100%)

Value$0 (-$3.2K)

Filed 2014-05-15

Deutsche Bank Ag\

CLOSED

Shares0 from 107,500

Change-107,500 (-100%)

Value$0 (-$3.0K)

Filed 2014-05-15

Renaissance Technologies LLC

CLOSED

Shares0 from 105,500

Change-105,500 (-100%)

Value$0 (-$2.9K)

Filed 2014-05-14

Northern Trust Corp

CLOSED

Shares0 from 80,541

Change-80,541 (-100%)

Value$0 (-$2.2K)

Filed 2014-05-14

Index Management Solutions, LLC

CLOSED

Shares0 from 75,383

Change-75,383 (-100%)

Value$0 (-$2.1K)

Filed 2014-05-15

Walnut Private Equity Partners, LLC

CLOSED

Shares0 from 75,000

Change-75,000 (-100%)

Value$0 (-$2.7K)

Filed 2014-05-12

Savitr Capital, LLC

CLOSED

Shares0 from 72,500

Change-72,500 (-100%)

Value$0 (-$2.0K)

Filed 2014-05-15

Global Endowment Management, LP

CLOSED

Shares0 from 62,490

Change-62,490 (-100%)

Value$0 (-$1.7K)

Filed 2014-05-15

Janney Montgomery Scott LLC

CLOSED

Shares0 from 55,230

Change-55,230 (-100%)

Value$0 (-$1.5M)

Filed 2014-05-14

Commonwealth Equity Services, Inc

CLOSED

Shares0 from 51,275

Change-51,275 (-100%)

Value$0 (-$1.4K)

Filed 2014-05-07

Private Advisor Group, LLC

CLOSED

Shares0 from 50,410

Change-50,410 (-100%)

Value$0 (-$1.4K)

Filed 2014-05-15

State Street Corp

CLOSED

Shares0 from 42,210

Change-42,210 (-100%)

Value$0 (-$1.2K)

Filed 2014-05-15

Barclays PLC

CLOSED

Shares0 from 42,171

Change-42,171 (-100%)

Value$0 (-$1.1K)

Filed 2014-05-15

Capital Innovations LLC

CLOSED

Shares0 from 42,116

Change-42,116 (-100%)

Value$0 (-$1.2K)

Filed 2014-05-07

HighTower Advisors, LLC

CLOSED

Shares0 from 39,611

Change-39,611 (-100%)

Value$0 (-$1.1K)

Filed 2014-05-15

Global X Management Co LLC

CLOSED

Shares0 from 34,148

Change-34,148 (-100%)

Value$0 (-$942)

Filed 2014-05-07

Neuberger Berman Group LLC

CLOSED

Shares0 from 28,000

Change-28,000 (-100%)

Value$0 (-$773)

Filed 2014-05-05

Jane Street Holding, LLC

CLOSED

Shares0 from 25,211

Change-25,211 (-100%)

Value$0 (-$696)

Filed 2014-05-30

Cooperman Leon G

CLOSED

Shares0 from 23,100

Change-23,100 (-100%)

Value$0 (-$638)

Filed 2014-05-15

ProVise Management Group, LLC

CLOSED

Shares0 from 22,400

Change-22,400 (-100%)

Value$0 (-$618)

Filed 2014-05-08

AQR Capital Management LLC

CLOSED

Shares0 from 20,970

Change-20,970 (-100%)

Value$0 (-$579)

Filed 2014-05-15

Hollencrest Capital Management

CLOSED

Shares0 from 18,795

Change-18,795 (-100%)

Value$0 (-$519)

Filed 2014-05-01

Blair William & Co

CLOSED

Shares0 from 16,570

Change-16,570 (-100%)

Value$0 (-$457)

Filed 2014-05-06

Citigroup Inc

CLOSED

Shares0 from 15,759

Change-15,759 (-100%)

Value$0 (-$435)

Filed 2014-05-15

Geode Capital Management, LLC

CLOSED

Shares0 from 14,458

Change-14,458 (-100%)

Value$0 (-$399)

Filed 2014-05-14

IMA Advisory Services, Inc.

CLOSED

Shares0 from 14,270

Change-14,270 (-100%)

Value$0 (-$394)

Filed 2014-04-15

Linscomb Wealth, Inc.

CLOSED

Shares0 from 14,038

Change-14,038 (-100%)

Value$0 (-$387)

Filed 2014-05-09

Goldman Sachs Group Inc

CLOSED

Shares0 from 13,673

Change-13,673 (-100%)

Value$0 (-$377)

Filed 2014-05-15

Lourd Capital, LLC

CLOSED

Shares0 from 11,000

Change-11,000 (-100%)

Value$0 (-$304)

Filed 2014-05-13

Tocqueville Asset Management L.P.

CLOSED

Shares0 from 10,000

Change-10,000 (-100%)

Value$0 (-$276)

Filed 2014-04-30

Royal Bank of Canada

CLOSED

Shares0 from 8,415

Change-8,415 (-100%)

Value$0 (-$232)

Filed 2014-05-15

Investors Capital Advisory Services

CLOSED

Shares0 from 7,923

Change-7,923 (-100%)

Value$0 (-$218)

Filed 2014-04-15

Brookfield Corp

CLOSED

Shares0 from 7,800

Change-7,800 (-100%)

Value$0 (-$215)

Filed 2014-05-15

GSA Capital Partners LLP

CLOSED

Shares0 from 7,800

Change-7,800 (-100%)

Value$0 (-$215)

Filed 2014-05-14

Jennison Associates LLC

CLOSED

Shares0 from 7,680

Change-7,680 (-100%)

Value$0 (-$212)

Filed 2014-05-07

Yorkville Capital Management, LLC

CLOSED

Shares0 from 7,598

Change-7,598 (-100%)

Value$0 (-$210)

Filed 2014-05-15

Alliancebernstein L.P.

CLOSED

Shares0 from 5,720

Change-5,720 (-100%)

Value$0 (-$158)

Filed 2014-05-13

Bollard Group LLC

CLOSED

Shares0 from 5,582

Change-5,582 (-100%)

Value$0 (-$154)

Filed 2014-05-14

Solaris Asset Management LLC

CLOSED

Shares0 from 5,200

Change-5,200 (-100%)

Value$0 (-$144)

Filed 2014-04-30

LS Investment Advisors, LLC

CLOSED

Shares0 from 5,000

Change-5,000 (-100%)

Value$0 (-$138)

Filed 2014-05-05

Edge Wealth Management LLC

CLOSED

Shares0 from 4,800

Change-4,800 (-100%)

Value$0 (-$132)

Filed 2014-04-08

Winslow, Evans & Crocker, Inc.

CLOSED

Shares0 from 4,584

Change-4,584 (-100%)

Value$0 (-$127)

Filed 2014-04-11

Lubar & Co., Inc

CLOSED

Shares0 from 4,316

Change-4,316 (-100%)

Value$0 (-$119)

Filed 2014-05-13

US Bancorp \de\

CLOSED

Shares0 from 3,198

Change-3,198 (-100%)

Value$0 (-$88)

Filed 2014-05-14

Fifth Third Bancorp

CLOSED

Shares0 from 3,000

Change-3,000 (-100%)

Value$0 (-$83)

Filed 2014-05-15

D.A. Davidson & Co.

CLOSED

Shares0 from 2,682

Change-2,682 (-100%)

Value$0 (-$74)

Filed 2014-05-05

Bessemer Group Inc

CLOSED

Shares0 from 2,650

Change-2,650 (-100%)

Value$0 (-$73)

Filed 2014-05-14

Manufacturers Life Insurance Company, the

CLOSED

Shares0 from 2,613

Change-2,613 (-100%)

Value$0 (-$72)

Filed 2014-05-15

PNC Financial Services Group, Inc.

CLOSED

Shares0 from 2,600

Change-2,600 (-100%)

Value$0 (-$72)

Filed 2014-05-09

Rockefeller Financial Services Inc

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$69)

Filed 2014-05-05

Creative Planning

CLOSED

Shares0 from 2,096

Change-2,096 (-100%)

Value$0 (-$58)

Filed 2014-04-11

Central Trust Co

CLOSED

Shares0 from 1,320

Change-1,320 (-100%)

Value$0 (-$37)

Filed 2014-05-07

Partnervest Advisory Services LLC

CLOSED

Shares0 from 1,310

Change-1,310 (-100%)

Value$0 (-$36)

Filed 2014-05-12

American International Group, Inc.

CLOSED

Shares0 from 1,301

Change-1,301 (-100%)

Value$0 (-$35.9K)

Filed 2014-05-12

Regal Investment Advisors LLC

CLOSED

Shares0 from 1,060

Change-1,060 (-100%)

Value$0 (-$29)

Filed 2015-02-17

TCI Wealth Advisors, Inc.

CLOSED

Shares0 from 1,000

Change-1,000 (-100%)

Value$0 (-$28)

Filed 2014-05-15

Shapiro Robert N

CLOSED

Shares0 from 940

Change-940 (-100%)

Value$0 (-$26)

Filed 2014-06-18

WFG Advisors, LP

CLOSED

Shares0 from 800

Change-800 (-100%)

Value$0 (-$22)

Filed 2014-04-24

Thompson Siegel & Walmsley LLC

CLOSED

Shares0 from 750

Change-750 (-100%)

Value$0 (-$21)

Filed 2014-05-08

Parallax Volatility Advisers, L.P.

CLOSED

Shares0 from 431

Change-431 (-100%)

Value$0 (-$12)

Filed 2014-05-15

Ladenburg Thalmann Financial Services Inc

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$11)

Filed 2014-05-15

Quantbot Technologies LP

CLOSED

Shares0 from 400

Change-400 (-100%)

Value$0 (-$11)

Filed 2014-05-21

Spot Trading L.l.c

CLOSED

Shares0 from 296

Change-296 (-100%)

Value$0 (-$8)

Filed 2014-05-13

Jnba Financial Advisors

CLOSED

Shares0 from 290

Change-290 (-100%)

Value$0 (-$8)

Filed 2014-05-05

FTB Advisors, Inc.

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$7)

Filed 2014-05-02

Chilton Capital Management LLC

CLOSED

Shares0 from 250

Change-250 (-100%)

Value$0 (-$6.9K)

Filed 2014-05-19

Ameriprise Financial Inc

CLOSED

Shares0 from 205

Change-205 (-100%)

Value$0 (-$6)

Filed 2014-05-14

Tower Research Capital LLC (TRC)

CLOSED

Shares0 from 150

Change-150 (-100%)

Value$0 (-$4)

Filed 2014-05-02

Liberty Street Advisors, Inc.

N/A

Shares— from 8,838

Change-8,838 (-100%)

Value—

Diversified Trust Co

N/A

Shares— from 8,805

Change-8,805 (-100%)

Value—

	Status
Hilton Capital Management, LLC	UNCHANGED	7,500	7,500	0	0%	$207	$228	+$21	2014-05-12
Kayne Anderson Capital Advisors LP	CLOSED	0	7,963,188	-7,963,188	-100%	$219.8K	$0	-$219.8K	2014-05-07
Oppenheimer Funds Inc	CLOSED	0	7,489,667	-7,489,667	-100%	$206.7K	$0	-$206.7K	2014-04-30
Clearbridge Investments, LLC	CLOSED	0	5,800,200	-5,800,200	-100%	$160.1K	$0	-$160.1K	2014-05-15
Tortoise Capital Advisors, L.L.C.	CLOSED	0	3,947,499	-3,947,499	-100%	$109.0K	$0	-$109.0K	2014-05-09
Center Coast Capital Advisors, LP	CLOSED	0	3,708,227	-3,708,227	-100%	$102.3K	$0	-$102.3K	2014-05-13
Cushing Asset Management, LP dba NXG Investment Management	CLOSED	0	2,633,550	-2,633,550	-100%	$72.7K	$0	-$72.7K	2014-05-20
Harvest Fund Advisors LLC	CLOSED	0	2,348,064	-2,348,064	-100%	$64.8K	$0	-$64.8K	2014-05-14
JPMorgan Chase & Co	CLOSED	0	1,737,455	-1,737,455	-100%	$48.0K	$0	-$48.0K	2014-05-15
Advisory Research Inc	CLOSED	0	1,051,140	-1,051,140	-100%	$29.0K	$0	-$29.0K	2014-05-15
RR Advisors, LLC	CLOSED	0	971,000	-971,000	-100%	$26.8K	$0	-$26.8K	2014-05-14
Blackstone Inc.	CLOSED	0	902,162	-902,162	-100%	$24.9K	$0	-$24.9K	2014-05-15
Credit Suisse AG/	CLOSED	0	817,325	-817,325	-100%	$22.6K	$0	-$22.6K	2014-05-15
Chickasaw Capital Management LLC	CLOSED	0	806,672	-806,672	-100%	$22.3K	$0	-$22.3K	2014-04-29
Raymond James & Associates	CLOSED	0	806,330	-806,330	-100%	$22.3K	$0	-$22.3K	2014-05-13
Nomura Asset Management Co LTD	CLOSED	0	736,400	-736,400	-100%	$20.3K	$0	-$20.3K	2014-05-14
Morgan Stanley	CLOSED	0	647,415	-647,415	-100%	$17.9K	$0	-$17.9K	2014-05-13
Salient Capital Advisors, LLC	CLOSED	0	598,951	-598,951	-100%	$16.5K	$0	-$16.5K	2014-05-13
Driehaus Capital Management LLC	CLOSED	0	422,399	-422,399	-100%	$11.7K	$0	-$11.7K	2014-05-15
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	CLOSED	0	412,563	-412,563	-100%	$11.4K	$0	-$11.4K	2014-05-08
Invesco Ltd.	CLOSED	0	347,229	-347,229	-100%	$9.6K	$0	-$9.6K	2014-05-15
Cohen & Steers, Inc.	CLOSED	0	338,989	-338,989	-100%	$9.4K	$0	-$9.4K	2014-05-15
Advisors Asset Management, Inc.	CLOSED	0	336,714	-336,714	-100%	$9.3K	$0	-$9.3K	2014-05-15
California Public Employees Retirement System	CLOSED	0	327,300	-327,300	-100%	$8.9K	$0	-$8.9K	2015-08-17
Mason Street Advisors, LLC	CLOSED	0	315,000	-315,000	-100%	$8.7K	$0	-$8.7K	2014-05-15
Pinnacle Holdings, LLC	CLOSED	0	278,246	-278,246	-100%	$7.7M	$0	-$7.7M	2014-05-28
Metropolitan Life Insurance Co	CLOSED	0	270,000	-270,000	-100%	$7.5K	$0	-$7.5K	2014-05-05
UBS AG	CLOSED	0	197,561	-197,561	-100%	$5.5K	$0	-$5.5K	2014-05-16
Selz Capital LLC	CLOSED	0	160,000	-160,000	-100%	$4.4K	$0	-$4.4K	2014-04-14
Oppenheimer & Co Inc	CLOSED	0	137,635	-137,635	-100%	$3.8K	$0	-$3.8K	2014-05-09
Guggenheim Capital LLC	CLOSED	0	136,393	-136,393	-100%	$3.8K	$0	-$3.8K	2014-05-16
Nicholas Company, Inc.	CLOSED	0	123,250	-123,250	-100%	$3.4K	$0	-$3.4K	2014-05-12
Wells Fargo & Company	CLOSED	0	122,684	-122,684	-100%	$3.4K	$0	-$3.4K	2014-08-12
Silvercrest Asset Management Group LLC	CLOSED	0	114,432	-114,432	-100%	$3.2K	$0	-$3.2K	2014-05-15
Deutsche Bank Ag\	CLOSED	0	107,500	-107,500	-100%	$3.0K	$0	-$3.0K	2014-05-15
Renaissance Technologies LLC	CLOSED	0	105,500	-105,500	-100%	$2.9K	$0	-$2.9K	2014-05-14
Northern Trust Corp	CLOSED	0	80,541	-80,541	-100%	$2.2K	$0	-$2.2K	2014-05-14
Index Management Solutions, LLC	CLOSED	0	75,383	-75,383	-100%	$2.1K	$0	-$2.1K	2014-05-15
Walnut Private Equity Partners, LLC	CLOSED	0	75,000	-75,000	-100%	$2.7K	$0	-$2.7K	2014-05-12
Savitr Capital, LLC	CLOSED	0	72,500	-72,500	-100%	$2.0K	$0	-$2.0K	2014-05-15
Global Endowment Management, LP	CLOSED	0	62,490	-62,490	-100%	$1.7K	$0	-$1.7K	2014-05-15
Janney Montgomery Scott LLC	CLOSED	0	55,230	-55,230	-100%	$1.5M	$0	-$1.5M	2014-05-14
Commonwealth Equity Services, Inc	CLOSED	0	51,275	-51,275	-100%	$1.4K	$0	-$1.4K	2014-05-07
Private Advisor Group, LLC	CLOSED	0	50,410	-50,410	-100%	$1.4K	$0	-$1.4K	2014-05-15
State Street Corp	CLOSED	0	42,210	-42,210	-100%	$1.2K	$0	-$1.2K	2014-05-15
Barclays PLC	CLOSED	0	42,171	-42,171	-100%	$1.1K	$0	-$1.1K	2014-05-15
Capital Innovations LLC	CLOSED	0	42,116	-42,116	-100%	$1.2K	$0	-$1.2K	2014-05-07
HighTower Advisors, LLC	CLOSED	0	39,611	-39,611	-100%	$1.1K	$0	-$1.1K	2014-05-15
Global X Management Co LLC	CLOSED	0	34,148	-34,148	-100%	$942	$0	-$942	2014-05-07
Neuberger Berman Group LLC	CLOSED	0	28,000	-28,000	-100%	$773	$0	-$773	2014-05-05
Jane Street Holding, LLC	CLOSED	0	25,211	-25,211	-100%	$696	$0	-$696	2014-05-30
Cooperman Leon G	CLOSED	0	23,100	-23,100	-100%	$638	$0	-$638	2014-05-15
ProVise Management Group, LLC	CLOSED	0	22,400	-22,400	-100%	$618	$0	-$618	2014-05-08
AQR Capital Management LLC	CLOSED	0	20,970	-20,970	-100%	$579	$0	-$579	2014-05-15
Hollencrest Capital Management	CLOSED	0	18,795	-18,795	-100%	$519	$0	-$519	2014-05-01
Blair William & Co	CLOSED	0	16,570	-16,570	-100%	$457	$0	-$457	2014-05-06
Citigroup Inc	CLOSED	0	15,759	-15,759	-100%	$435	$0	-$435	2014-05-15
Geode Capital Management, LLC	CLOSED	0	14,458	-14,458	-100%	$399	$0	-$399	2014-05-14
IMA Advisory Services, Inc.	CLOSED	0	14,270	-14,270	-100%	$394	$0	-$394	2014-04-15
Linscomb Wealth, Inc.	CLOSED	0	14,038	-14,038	-100%	$387	$0	-$387	2014-05-09
Goldman Sachs Group Inc	CLOSED	0	13,673	-13,673	-100%	$377	$0	-$377	2014-05-15
Lourd Capital, LLC	CLOSED	0	11,000	-11,000	-100%	$304	$0	-$304	2014-05-13
Tocqueville Asset Management L.P.	CLOSED	0	10,000	-10,000	-100%	$276	$0	-$276	2014-04-30
Royal Bank of Canada	CLOSED	0	8,415	-8,415	-100%	$232	$0	-$232	2014-05-15
Investors Capital Advisory Services	CLOSED	0	7,923	-7,923	-100%	$218	$0	-$218	2014-04-15
Brookfield Corp	CLOSED	0	7,800	-7,800	-100%	$215	$0	-$215	2014-05-15
GSA Capital Partners LLP	CLOSED	0	7,800	-7,800	-100%	$215	$0	-$215	2014-05-14
Jennison Associates LLC	CLOSED	0	7,680	-7,680	-100%	$212	$0	-$212	2014-05-07
Yorkville Capital Management, LLC	CLOSED	0	7,598	-7,598	-100%	$210	$0	-$210	2014-05-15
Alliancebernstein L.P.	CLOSED	0	5,720	-5,720	-100%	$158	$0	-$158	2014-05-13
Bollard Group LLC	CLOSED	0	5,582	-5,582	-100%	$154	$0	-$154	2014-05-14
Solaris Asset Management LLC	CLOSED	0	5,200	-5,200	-100%	$144	$0	-$144	2014-04-30
LS Investment Advisors, LLC	CLOSED	0	5,000	-5,000	-100%	$138	$0	-$138	2014-05-05
Edge Wealth Management LLC	CLOSED	0	4,800	-4,800	-100%	$132	$0	-$132	2014-04-08
Winslow, Evans & Crocker, Inc.	CLOSED	0	4,584	-4,584	-100%	$127	$0	-$127	2014-04-11
Lubar & Co., Inc	CLOSED	0	4,316	-4,316	-100%	$119	$0	-$119	2014-05-13
US Bancorp \de\	CLOSED	0	3,198	-3,198	-100%	$88	$0	-$88	2014-05-14
Fifth Third Bancorp	CLOSED	0	3,000	-3,000	-100%	$83	$0	-$83	2014-05-15
D.A. Davidson & Co.	CLOSED	0	2,682	-2,682	-100%	$74	$0	-$74	2014-05-05
Bessemer Group Inc	CLOSED	0	2,650	-2,650	-100%	$73	$0	-$73	2014-05-14
Manufacturers Life Insurance Company, the	CLOSED	0	2,613	-2,613	-100%	$72	$0	-$72	2014-05-15
PNC Financial Services Group, Inc.	CLOSED	0	2,600	-2,600	-100%	$72	$0	-$72	2014-05-09
Rockefeller Financial Services Inc	CLOSED	0	2,500	-2,500	-100%	$69	$0	-$69	2014-05-05
Creative Planning	CLOSED	0	2,096	-2,096	-100%	$58	$0	-$58	2014-04-11
Central Trust Co	CLOSED	0	1,320	-1,320	-100%	$37	$0	-$37	2014-05-07
Partnervest Advisory Services LLC	CLOSED	0	1,310	-1,310	-100%	$36	$0	-$36	2014-05-12
American International Group, Inc.	CLOSED	0	1,301	-1,301	-100%	$35.9K	$0	-$35.9K	2014-05-12
Regal Investment Advisors LLC	CLOSED	0	1,060	-1,060	-100%	$29	$0	-$29	2015-02-17
TCI Wealth Advisors, Inc.	CLOSED	0	1,000	-1,000	-100%	$28	$0	-$28	2014-05-15
Shapiro Robert N	CLOSED	0	940	-940	-100%	$26	$0	-$26	2014-06-18
WFG Advisors, LP	CLOSED	0	800	-800	-100%	$22	$0	-$22	2014-04-24
Thompson Siegel & Walmsley LLC	CLOSED	0	750	-750	-100%	$21	$0	-$21	2014-05-08
Parallax Volatility Advisers, L.P.	CLOSED	0	431	-431	-100%	$12	$0	-$12	2014-05-15
Ladenburg Thalmann Financial Services Inc	CLOSED	0	400	-400	-100%	$11	$0	-$11	2014-05-15
Quantbot Technologies LP	CLOSED	0	400	-400	-100%	$11	$0	-$11	2014-05-21
Spot Trading L.l.c	CLOSED	0	296	-296	-100%	$8	$0	-$8	2014-05-13
Jnba Financial Advisors	CLOSED	0	290	-290	-100%	$8	$0	-$8	2014-05-05
FTB Advisors, Inc.	CLOSED	0	250	-250	-100%	$7	$0	-$7	2014-05-02
Chilton Capital Management LLC	CLOSED	0	250	-250	-100%	$6.9K	$0	-$6.9K	2014-05-19
Ameriprise Financial Inc	CLOSED	0	205	-205	-100%	$6	$0	-$6	2014-05-14
Tower Research Capital LLC (TRC)	CLOSED	0	150	-150	-100%	$4	$0	-$4	2014-05-02
Liberty Street Advisors, Inc.	N/A	—	8,838	-8,838	-100%	$244	—	—	—
Diversified Trust Co	N/A	—	8,805	-8,805	-100%	$243	—	—	—

Showing 103 of 103 institutions