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Kayne Anderson Energy DEV Co

CUSIP: 48660Q102 | 124 institutional holders

Quarters

Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017
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Institutional Holders — Q2 2018

SIT Investment Associates Inc624,395
0.0% of portfolio›$10.9K
Horizon Kinetics LLC365,455
0.0% of portfolio›$6.4K
Morgan Stanley120,996
0.0% of portfolio›$2.1K
Invesco Ltd.118,100
0.0% of portfolio›$2.1K
Wells Fargo & Company93,392
0.0% of portfolio›$1.6K
First Foundation Advisors83,890
0.0% of portfolio›$1.5K
UBS Group AG77,414
0.0% of portfolio›$1.3K
Advisor Group, Inc.72,830
0.0% of portfolio›$1.3K
Kayne Anderson Rudnick Investment Management LLC61,661
0.0% of portfolio›$1.1K
Bank of America Corp49,568
0.0% of portfolio›$862
Thomas J. Herzfeld Advisors, Inc.44,676
0.1% of portfolio›$777
Stifel Financial Corp41,954
0.0% of portfolio›$728
Wolverine Asset Management LLC33,322
0.0% of portfolio›$579
OTA Financial Group L.P.29,511
0.2% of portfolio›$513
Weiss Asset Management LP26,181
0.0% of portfolio›$455
Royal Bank of Canada26,124
0.0% of portfolio›$454
Camelot Portfolios, LLC23,410
0.0% of portfolio›$407
Usca RIA LLC22,850
0.0% of portfolio›$397
Alpine Global Management, LLC22,704
0.0% of portfolio›$395
Parkside Investments, LLC21,400
0.1% of portfolio›$374
Two Sigma Advisers, LP20,900
0.0% of portfolio›$363
LPL Financial LLC20,672
0.0% of portfolio›$359
Kayne Anderson Capital Advisors LP18,450
0.0% of portfolio›$320
Cedar Hill Associates, LLC17,500
0.0% of portfolio›$304
Steward Partners Investment Advisory, LLC15,706
0.0% of portfolio›$273
TSP Capital Management Group, LLC14,495
0.0% of portfolio›$252
Lakeview Capital Partners, LLC14,100
0.0% of portfolio›$245
Raymond James & Associates12,749
0.0% of portfolio›$222
Ladenburg Thalmann Financial Services Inc10,634
0.0% of portfolio›$165
Arete Wealth Advisors, LLC10,464
0.0% of portfolio›$182
Founders Capital Management2,164
0.0% of portfolio›$38
Sawyer & Company, Inc2,000
0.0% of portfolio›$35
Citigroup Inc1,886
0.0% of portfolio›$33
Institutional & Family Asset Management, LLC1,478
0.0% of portfolio›$26
Orion Porfolio Solutions, LLC1,300
0.0% of portfolio›$23
Gradient Investments LLC1,118
0.0% of portfolio›$19
Huntington National Bank1,000
0.0% of portfolio›$17
Monetary Management Group Inc1,000
0.0% of portfolio›$17
Quad-Cities Investment Group, LLC979
0.0% of portfolio›$18
Sonora Investment Management, LLC109
0.0% of portfolio›$2
StyleTurnoverLocationFiled
SIT Investment Associates Inc
624,395$10.9K0.0%YieldLowMinneapolis, MN2018-07-19
Horizon Kinetics LLC
365,455$6.4K0.0%N/AN/ANew York, NY2018-08-14
Morgan Stanley
120,996$2.1K0.0%CoreLowNew York, NY2019-04-23
Invesco Ltd.
118,100$2.1K0.0%GrowthLowAtlanta, GA2018-08-14
Wells Fargo & Company
93,392$1.6K0.0%CoreLowSan Francisco, CA2018-08-01
First Foundation Advisors
83,890$1.5K0.0%GrowthLowIrvine, CA2018-08-14
UBS Group AG
77,414$1.3K0.0%CoreMediumZurich, Switzerland2018-08-14
Advisor Group, Inc.
72,830$1.3K0.0%N/AN/APhoenix, AZ2018-08-13
Kayne Anderson Rudnick Investment Management LLC
61,661$1.1K0.0%ValueLowLos Angeles, CA2018-08-13
Bank of America Corp
49,568$8620.0%CoreLowCharlotte, NC2018-08-14
Thomas J. Herzfeld Advisors, Inc.
44,676$7770.1%YieldHighMiami Beach, FL2018-08-14
Stifel Financial Corp
41,954$7280.0%CoreLowSt. Louis, MO2018-08-14
Wolverine Asset Management LLC
33,322$5790.0%Deep ValueVery HighChicago, IL2018-08-14
OTA Financial Group L.P.
29,511$5130.2%N/AN/APurchase, NY2018-07-16
Weiss Asset Management LP
26,181$4550.0%GrowthVery HighBoston, MA2018-08-13
Royal Bank of Canada
26,124$4540.0%CoreLowToronto, Australia2018-08-14
Camelot Portfolios, LLC
23,410$4070.0%Deep ValueMediumMaumee, OH2018-08-13
Usca RIA LLC
22,850$3970.0%N/AN/AHouston, TX2018-08-08
Alpine Global Management, LLC
22,704$3950.0%YieldVery HighNew York, NY2018-08-15
Parkside Investments, LLC
21,400$3740.1%ETFLowDeerfield, IL2018-08-09
Two Sigma Advisers, LP
20,900$3630.0%GrowthHighNew York, NY2018-08-14
LPL Financial LLC
20,672$3590.0%IndexVery LowFort Mill, SC2018-08-14
Kayne Anderson Capital Advisors LP
18,450$3200.0%YieldLowLos Angeles, CA2018-08-08
Cedar Hill Associates, LLC
17,500$3040.0%N/AN/AChicago, IL2018-08-06
Steward Partners Investment Advisory, LLC
15,706$2730.0%CoreLowStamford, CT2018-07-20
TSP Capital Management Group, LLC
14,495$2520.0%Deep ValueVery LowSummit, NJ2018-08-13
Lakeview Capital Partners, LLC
14,100$2450.0%GrowthMediumAtlanta, GA2018-08-09
Raymond James & Associates
12,749$2220.0%N/AN/ASt Petersburg, FL2018-08-14
Ladenburg Thalmann Financial Services Inc
10,634$1650.0%N/AN/AMiami, FL2018-08-15
Arete Wealth Advisors, LLC
10,464$1820.0%CoreMediumChicago, IL2018-08-14
Founders Capital Management
2,164$380.0%GrowthLowHouston, TX2018-07-09
Sawyer & Company, Inc
2,000$350.0%GrowthLowBoston, MA2018-07-18
Citigroup Inc
1,886$330.0%CoreMediumNew York, NY2018-08-10
Institutional & Family Asset Management, LLC
1,478$260.0%YieldVery LowFort Collins, CO2018-08-13
Orion Porfolio Solutions, LLC
1,300$230.0%CoreLowOmaha, NE2018-08-14
Gradient Investments LLC
1,118$190.0%CoreMediumArden Hills, MN2018-08-09
Huntington National Bank
1,000$170.0%GrowthLowColumbus, OH2018-07-19
Monetary Management Group Inc
1,000$170.0%GrowthLowSt Louis, MO2018-08-13
Quad-Cities Investment Group, LLC
979$180.0%CoreLowDavenport, IA2018-08-07
Sonora Investment Management, LLC
109$20.0%N/AN/ATucson, AZ2018-08-06