IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Equity Comwlth

Q1 2016 vs Q2 2016

Comparing institutional holders between quarters

Quarters

Q2 2016Q1 2016Q4 2015Q3 2015Q2 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Orinda Asset Management LLC
UNCHANGED
Shares119,878 from 119,878
Change0 (0%)
Value$3.0K ($0)
Filed 2016-08-03
Security Capital Research & Management Inc
CLOSED
Shares0 from 1,960,190
Change-1,960,190 (-100%)
Value$0 (-$49.8K)
Filed 2016-08-12
BlackRock Fund Advisors
CLOSED
Shares0 from 1,055,699
Change-1,055,699 (-100%)
Value$0 (-$26.8K)
Filed 2016-08-10
Morgan Stanley
CLOSED
Shares0 from 919,451
Change-919,451 (-100%)
Value$0 (-$23.4K)
Filed 2016-08-12
FMR LLC
CLOSED
Shares0 from 849,112
Change-849,112 (-100%)
Value$0 (-$21.6K)
Filed 2016-08-11
United Services Automobile Association
CLOSED
Shares0 from 694,254
Change-694,254 (-100%)
Value$0 (-$17.7K)
Filed 2016-08-11
Icon Advisers Inc
CLOSED
Shares0 from 389,999
Change-389,999 (-100%)
Value$0 (-$9.9K)
Filed 2016-08-09
Cohen & Steers, Inc.
CLOSED
Shares0 from 192,075
Change-192,075 (-100%)
Value$0 (-$4.9K)
Filed 2016-08-22
Westchester Capital Management, LLC
CLOSED
Shares0 from 187,580
Change-187,580 (-100%)
Value$0 (-$4.8K)
Filed 2016-08-15
PineBridge Investments Ltd
CLOSED
Shares0 from 174,050
Change-174,050 (-100%)
Value$0 (-$4.4K)
Filed 2016-08-10
Flaherty & Crumrine Inc
CLOSED
Shares0 from 173,032
Change-173,032 (-100%)
Value$0 (-$4.4K)
Filed 2016-08-15
First Trust Advisors LP
CLOSED
Shares0 from 144,689
Change-144,689 (-100%)
Value$0 (-$3.7K)
Filed 2016-08-04
Nuveen Asset Management, LLC
CLOSED
Shares0 from 128,963
Change-128,963 (-100%)
Value$0 (-$3.3K)
Filed 2016-08-12
Geode Capital Management, LLC
CLOSED
Shares0 from 118,365
Change-118,365 (-100%)
Value$0 (-$3.0K)
Filed 2016-08-12
Daiwa Securities Group Inc.
CLOSED
Shares0 from 94,150
Change-94,150 (-100%)
Value$0 (-$2.4K)
Filed 2016-07-25
Edgemoor Investment Advisors, Inc.
CLOSED
Shares0 from 73,600
Change-73,600 (-100%)
Value$0 (-$1.9K)
Filed 2016-08-03
Macquarie Group LTD
CLOSED
Shares0 from 58,350
Change-58,350 (-100%)
Value$0 (-$1.5K)
Filed 2016-09-15
Van Eck Associates Corp
CLOSED
Shares0 from 55,624
Change-55,624 (-100%)
Value$0 (-$1.4K)
Filed 2016-08-12
Trust Investment Advisors
CLOSED
Shares0 from 48,350
Change-48,350 (-100%)
Value$0 (-$1.2K)
Filed 2016-08-08
JPMorgan Chase & Co
CLOSED
Shares0 from 48,050
Change-48,050 (-100%)
Value$0 (-$1.2K)
Filed 2016-08-08
UBS Group AG
CLOSED
Shares0 from 37,616
Change-37,616 (-100%)
Value$0 (-$956)
Filed 2016-08-12
Wells Fargo & Company
CLOSED
Shares0 from 23,839
Change-23,839 (-100%)
Value$0 (-$606)
Filed 2016-08-11
Prelude Capital Management, LLC
CLOSED
Shares0 from 22,150
Change-22,150 (-100%)
Value$0 (-$563)
Filed 2016-08-15
LPL Financial LLC
CLOSED
Shares0 from 20,400
Change-20,400 (-100%)
Value$0 (-$518)
Filed 2016-08-15
KCM Investment Advisors LLC
CLOSED
Shares0 from 20,399
Change-20,399 (-100%)
Value$0 (-$519)
Filed 2016-08-15
Comerica Bank
CLOSED
Shares0 from 17,100
Change-17,100 (-100%)
Value$0 (-$434)
Filed 2016-08-11
Royal Bank of Canada
CLOSED
Shares0 from 15,878
Change-15,878 (-100%)
Value$0 (-$403)
Filed 2016-08-24
Spirit of America Management Corp
CLOSED
Shares0 from 14,060
Change-14,060 (-100%)
Value$0 (-$357)
Filed 2016-07-07
D.A. Davidson & Co.
CLOSED
Shares0 from 13,117
Change-13,117 (-100%)
Value$0 (-$333)
Filed 2016-08-15
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 13,109
Change-13,109 (-100%)
Value$0 (-$333)
Filed 2016-08-04
Citigroup Inc
CLOSED
Shares0 from 10,833
Change-10,833 (-100%)
Value$0 (-$275)
Filed 2016-08-12
Carnegie Investment Counsel
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$254)
Filed 2016-08-02
Kemper Corp Master Retirement Trust
CLOSED
Shares0 from 9,250
Change-9,250 (-100%)
Value$0 (-$235)
Filed 2016-08-12
Guggenheim Capital LLC
CLOSED
Shares0 from 6,026
Change-6,026 (-100%)
Value$0 (-$153)
Filed 2016-08-15
Ladenburg Thalmann Financial Services Inc
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$76)
Filed 2016-08-15
American International Group, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$8.0K)
Filed 2016-08-11
Creative Planning
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$5)
Filed 2016-07-12
Next Financial Group, Inc
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$5)
Filed 2016-07-07
Allworth Financial LP
CLOSED
Shares0 from 163
Change-163 (-100%)
Value$0 (-$4)
Filed 2016-08-23
Bank of America Corp
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 ($0)
Filed 2016-08-15
Oakworth Capital, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 ($0)
Filed 2016-07-21
Status
Orinda Asset Management LLC
UNCHANGED119,878119,87800%$3.0K$3.0K$02016-08-03
Security Capital Research & Management Inc
CLOSED01,960,190-1,960,190-100%$49.8K$0-$49.8K2016-08-12
BlackRock Fund Advisors
CLOSED01,055,699-1,055,699-100%$26.8K$0-$26.8K2016-08-10
Morgan Stanley
CLOSED0919,451-919,451-100%$23.4K$0-$23.4K2016-08-12
FMR LLC
CLOSED0849,112-849,112-100%$21.6K$0-$21.6K2016-08-11
United Services Automobile Association
CLOSED0694,254-694,254-100%$17.7K$0-$17.7K2016-08-11
Icon Advisers Inc
CLOSED0389,999-389,999-100%$9.9K$0-$9.9K2016-08-09
Cohen & Steers, Inc.
CLOSED0192,075-192,075-100%$4.9K$0-$4.9K2016-08-22
Westchester Capital Management, LLC
CLOSED0187,580-187,580-100%$4.8K$0-$4.8K2016-08-15
PineBridge Investments Ltd
CLOSED0174,050-174,050-100%$4.4K$0-$4.4K2016-08-10
Flaherty & Crumrine Inc
CLOSED0173,032-173,032-100%$4.4K$0-$4.4K2016-08-15
First Trust Advisors LP
CLOSED0144,689-144,689-100%$3.7K$0-$3.7K2016-08-04
Nuveen Asset Management, LLC
CLOSED0128,963-128,963-100%$3.3K$0-$3.3K2016-08-12
Geode Capital Management, LLC
CLOSED0118,365-118,365-100%$3.0K$0-$3.0K2016-08-12
Daiwa Securities Group Inc.
CLOSED094,150-94,150-100%$2.4K$0-$2.4K2016-07-25
Edgemoor Investment Advisors, Inc.
CLOSED073,600-73,600-100%$1.9K$0-$1.9K2016-08-03
Macquarie Group LTD
CLOSED058,350-58,350-100%$1.5K$0-$1.5K2016-09-15
Van Eck Associates Corp
CLOSED055,624-55,624-100%$1.4K$0-$1.4K2016-08-12
Trust Investment Advisors
CLOSED048,350-48,350-100%$1.2K$0-$1.2K2016-08-08
JPMorgan Chase & Co
CLOSED048,050-48,050-100%$1.2K$0-$1.2K2016-08-08
UBS Group AG
CLOSED037,616-37,616-100%$956$0-$9562016-08-12
Wells Fargo & Company
CLOSED023,839-23,839-100%$606$0-$6062016-08-11
Prelude Capital Management, LLC
CLOSED022,150-22,150-100%$563$0-$5632016-08-15
LPL Financial LLC
CLOSED020,400-20,400-100%$518$0-$5182016-08-15
KCM Investment Advisors LLC
CLOSED020,399-20,399-100%$519$0-$5192016-08-15
Comerica Bank
CLOSED017,100-17,100-100%$434$0-$4342016-08-11
Royal Bank of Canada
CLOSED015,878-15,878-100%$403$0-$4032016-08-24
Spirit of America Management Corp
CLOSED014,060-14,060-100%$357$0-$3572016-07-07
D.A. Davidson & Co.
CLOSED013,117-13,117-100%$333$0-$3332016-08-15
Cambridge Investment Research Advisors, Inc.
CLOSED013,109-13,109-100%$333$0-$3332016-08-04
Citigroup Inc
CLOSED010,833-10,833-100%$275$0-$2752016-08-12
Carnegie Investment Counsel
CLOSED010,000-10,000-100%$254$0-$2542016-08-02
Kemper Corp Master Retirement Trust
CLOSED09,250-9,250-100%$235$0-$2352016-08-12
Guggenheim Capital LLC
CLOSED06,026-6,026-100%$153$0-$1532016-08-15
Ladenburg Thalmann Financial Services Inc
CLOSED03,000-3,000-100%$76$0-$762016-08-15
American International Group, Inc.
CLOSED0300-300-100%$8.0K$0-$8.0K2016-08-11
Creative Planning
CLOSED0200-200-100%$5$0-$52016-07-12
Next Financial Group, Inc
CLOSED0200-200-100%$5$0-$52016-07-07
Allworth Financial LP
CLOSED0163-163-100%$4$0-$42016-08-23
Bank of America Corp
CLOSED014-14-100%$0$0$02016-08-15
Oakworth Capital, Inc.
CLOSED010-10-100%$0$0$02016-07-21
Showing 41 of 41 institutions