Fiduciary/Claymo Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 11/12/2020 | 319.40 K | $2.83 M | 174.86% | 4.51% |
| CENTRAL TRUST CO | 10/22/2020 | 0 | $0 | -100.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/13/2020 | 0 | $0 | -100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/05/2020 | 0 | $0 | -100.00% | 0.00% |
| GLENMEDE TRUST CO NA | 11/16/2020 | 0 | $0 | -100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/06/2020 | 0 | $0 | -100.00% | 0.00% |
| AMERIPRISE FINANCIAL INC | 11/16/2020 | 0 | $0 | -100.00% | 0.00% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 10/26/2020 | 0 | $0 | -100.00% | 0.00% |
| MORGAN STANLEY | 11/13/2020 | 0 | $0 | -100.00% | 0.00% |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | 10/08/2020 | 0 | $0 | -100.00% | 0.00% |
| INVESCO LTD. | 11/16/2020 | 0 | $0 | -100.00% | 0.00% |
| DOLIVER ADVISORS, LP | 11/13/2020 | 0 | $0 | -100.00% | 0.00% |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 11/06/2020 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/16/2020 | 0 | $0 | -100.00% | 0.00% |
| OPTIMUM INVESTMENT ADVISORS | 10/06/2020 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 11/04/2020 | 0 | $0 | -100.00% | 0.00% |
| BARD ASSOCIATES INC | 11/12/2020 | 0 | $0 | -100.00% | 0.00% |
| WHITTIER TRUST CO | 10/30/2020 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/13/2020 | 0 | $0 | -100.00% | 0.00% |
| HOLLENCREST CAPITAL MANAGEMENT | 10/13/2020 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 11/13/2020 | 0 | $0 | -100.00% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/16/2020 | 0 | $0 | -100.00% | 0.00% |
| RMB CAPITAL MANAGEMENT, LLC | 11/10/2020 | 0 | $0 | -100.00% | 0.00% |
| BLACKROCK INC. | 11/06/2020 | 0 | $0 | -100.00% | 0.00% |
| WALLEYE TRADING LLC | 11/16/2020 | 0 | $0 | -100.00% | 0.00% |
| LPL FINANCIAL LLC | 11/09/2020 | 0 | $0 | -100.00% | 0.00% |
| BBVA USA BANCSHARES, INC. | 10/27/2020 | 0 | $0 | -100.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/29/2020 | 0 | $0 | -100.00% | 0.00% |
| FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMENT SERVICES | 10/08/2020 | 0 | $0 | -100.00% | 0.00% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 11/13/2020 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/16/2020 | 0 | $0 | -100.00% | 0.00% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 11/16/2020 | 0 | $0 | -100.00% | 0.00% |
| LEGACY CAPITAL PARTNERS, INC. | 10/13/2020 | 0 | $0 | -100.00% | 0.00% |
| PARKSIDE FINANCIAL BANK & TRUST | 11/06/2020 | 0 | $0 | -100.00% | 0.00% |
| SANDY SPRING BANK | 11/09/2020 | 0 | $0 | -100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 11/04/2020 | 0 | $0 | -100.00% | 0.00% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 11/13/2020 | 0 | $0 | -100.00% | 0.00% |
| ARROWMARK COLORADO HOLDINGS LLC | 11/16/2020 | 0 | $0 | -100.00% | 0.00% |
| CETERA ADVISOR NETWORKS LLC | 11/13/2020 | 0 | $0 | -100.00% | 0.00% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/10/2020 | 0 | $0 | -100.00% | 0.00% |
| GRADIENT INVESTMENTS LLC | 10/06/2020 | 0 | $0 | -100.00% | 0.00% |
| HUDOCK, INC. | 10/23/2020 | 0 | $0 | -100.00% | 0.00% |
| PRIVATE ADVISOR GROUP, LLC | 11/02/2020 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 11/12/2020 | 0 | $0 | -100.00% | 0.00% |
| TRADEWINDS CAPITAL MANAGEMENT, LLC | 10/26/2020 | 0 | $0 | -100.00% | 0.00% |
| CORNERSTONE ADVISORY, LLC | 11/12/2020 | 0 | $0 | -100.00% | 0.00% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10/30/2020 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 11/12/2020 | 0 | $0 | -100.00% | 0.00% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 10/30/2020 | 0 | $0 | -100.00% | 0.00% |
| QUADRANT PRIVATE WEALTH MANAGEMENT, LLC | 11/12/2020 | 0 | $0 | -100.00% | 0.00% |
Fiduciary/Claymo institutional Ownership - FAQ's
During the previous two years, 20 institutional investors and hedge funds held shares of Fiduciary/Claymo. The most heavily invested institutionals were:
LADENBURG THALMANN FINANCIAL SERVICES INC.: 179,007
Advisor Group, Inc.: 5,270
Vantage Investment Advisors, LLC: 300
YORKVILLE CAPITAL MANAGEMENT, LLC: 20,350
INVESTMENT CENTERS OF AMERICA INC: 0
Jacobus Wealth Management, Inc.: 268,673
4.51% of Fiduciary/Claymo stock is owned by institutional investors.
Institutional investors have bought a total of 1.01 M shares in the last 24 months. This purchase volume represents approximately $0 in transactions.