FIDUCIARY CLAYMORE ENGRY INF (FMOXXXX)
Institutional ownership reported to the SEC as of Q2 2020, across 7 quarters.
54
Reporting holders
$13.7M
Reported value
0.0%
Held as options
-5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.3M | 1,257,132 | 0.13% | new | NEW |
| Cornerstone Advisory, LLC | $1.9M | 1,030,142 | 0.50% | 7q | -40.9%-$1.3M |
| Private Wealth Strategies, L.L.C. | $1.5M | 811,370 | 0.66% | 3q | -0.9%-$14.0K |
| AMERIPRISE FINANCIAL INC | $1.3M | 686,938 | 0.00% | 4q | +2866.1%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $917.0K | 495,816 | 0.00% | 7q | -41.2%-$641.3K |
| MORGAN STANLEY | $798.0K | 431,089 | 0.00% | 11q | -12.0%-$108.7K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $766.0K | 413,827 | 0.13% | 3q | HELD |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | $570.0K | 61,661 | 0.00% | 7q | HELD |
| KAYNE ANDERSON CAPITAL ADVISORS LP | $441.0K | 239,276 | 0.02% | 4q | +26.4%+$92.2K |
| Advisors Asset Management, Inc. | $392.0K | 211,777 | 0.01% | 10q | -67.7%-$820.5K |
| 6 Meridian | $303.0K | 163,798 | 0.03% | new | NEW |
| SIT INVESTMENT ASSOCIATES INC | $215.0K | 116,206 | 0.01% | 7q | +9.9%+$19.4K |
| ADVISOR GROUP HOLDINGS, INC. | $193.0K | 104,310 | 0.00% | 2q | +22.4%+$35.3K |
| UBS Group AG | $192.0K | 103,630 | 0.00% | 7q | -36.2%-$109.2K |
| Raymond James Financial Services Advisors, Inc. | $191.0K | 103,024 | 0.00% | 7q | +98.7%+$94.9K |
| RMB Capital Management, LLC | $177.0K | 95,512 | 0.01% | 7q | +4.5%+$7.7K |
| BBVA USA Bancshares, Inc. | $175.0K | 94,339 | 0.01% | 7q | HELD |
| ROYAL BANK OF CANADA | $158.0K | 85,215 | 0.00% | 7q | +47.2%+$50.7K |
| 180 WEALTH ADVISORS, LLC | $145.0K | 83,806 | 0.06% | 7q | +20.0%+$24.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $129.0K | 69,928 | 0.00% | new | NEW |
| Quadrant Private Wealth Management, LLC | $96.0K | 51,723 | 0.06% | 7q | -65.8%-$184.3K |
| ArrowMark Colorado Holdings LLC | $92.0K | 49,488 | 0.00% | 7q | HELD |
| DOLIVER ADVISORS, LP | $82.0K | 44,191 | 0.04% | 5q | -3.6%-$3.1K |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | $56.0K | 30,400 | 0.02% | 12q | -42.0%-$40.5K |
| HOLLENCREST CAPITAL MANAGEMENT | $50.0K | 27,085 | 0.01% | 8q | HELD |
| Walleye Capital LLC | $50.0K | 26,841 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $49.0K | 26,159 | 0.00% | 7q | -41.7%-$35.1K |
| RAYMOND JAMES & ASSOCIATES | $49.0K | 26,710 | 0.00% | 7q | -78.1%-$174.8K |
| LPL Financial LLC | $46.0K | 24,778 | 0.00% | 7q | -0.6% |
| WOLVERINE ASSET MANAGEMENT LLC | $41.0K | 22,602 | 0.00% | 5q | +180.6%+$26.4K |
| Invesco Ltd. | $37.0K | 19,931 | 0.00% | 7q | -47.2%-$33.1K |
| OPTIMUM INVESTMENT ADVISORS | $36.0K | 19,660 | 0.01% | 7q | -13.6%-$5.7K |
| Cambridge Investment Research Advisors, Inc. | $32.0K | 17,511 | 0.00% | 7q | -6.2%-$2.1K |
| Legacy Capital Partners, Inc. | $28.0K | 15,000 | 0.01% | new | NEW |
| Walleye Trading LLC | $26.0K | 13,822 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $25.0K | 13,590 | 0.00% | 7q | -13.7%-$4.0K |
| First National Bank of Mount Dora, Trust Investment Services | $22.0K | 12,000 | 0.01% | 7q | HELD |
| BARD ASSOCIATES INC | $21.0K | 11,550 | 0.01% | 7q | HELD |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $16.0K | 8,600 | 0.00% | 7q | -17.3%-$3.3K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.0K | 5,725 | 0.00% | 7q | -89.8%-$97.0K |
| CENTRAL TRUST Co | $7.0K | 4,000 | 0.00% | 7q | HELD |
| GLENMEDE TRUST CO NA | $5.0K | 3,000 | 0.00% | 7q | HELD |
| Sandy Spring Bank | $4.0K | 2,243 | 0.00% | 7q | -82.9%-$19.4K |
| PNC Financial Services Group, Inc. | $3.0K | 1,525 | 0.00% | 7q | -66.2%-$5.9K |
| BENJAMIN F. EDWARDS & COMPANY, INC. | $3.0K | 1,600 | 0.00% | 7q | HELD |
| BlackRock Inc. | $2.0K | 850 | 0.00% | 7q | HELD |
| Hudock, Inc. | $2.0K | 1,360 | 0.00% | 7q | -23.8% |
| Cetera Advisor Networks LLC | $1.0K | 755 | 0.00% | new | NEW |
| Gradient Investments LLC | $1.0K | 500 | 0.00% | 5q | HELD |
| Private Advisor Group, LLC | $1.0K | 345 | 0.00% | new | NEW |
| Tradewinds Capital Management, LLC | $1.0K | 475 | 0.00% | 4q | HELD |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | $1.0K | 691 | 0.00% | 7q | -47.8% |
| Steward Partners Investment Advisory, LLC | $1.0K | 750 | 0.00% | new | NEW |
| Caldwell Trust Co | $925 | 500 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2020 | 54 | $13.7M | 7,144,756 | 9 | 9 | 22 | 0.0% |
| Q1 2020 | 59 | $9.3M | 7,349,442 | 9 | 10 | 27 | 0.0% |
| Q4 2019 | 66 | $74.2M | 9,394,996 | 7 | 15 | 24 | 0.0% |
| Q3 2019 | 65 | $80.8M | 9,131,885 | 6 | 21 | 19 | 0.0% |
| Q2 2019 | 69 | $83.6M | 8,647,832 | 12 | 18 | 21 | 0.0% |
| Q1 2019 | 66 | $90.8M | 8,600,874 | 4 | 23 | 21 | 0.0% |
| Q4 2018 | 68 | $77.9M | 8,758,360 | 0 | 4 | 1 | 0.0% |