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AMERICAN WTR WKS CO INC NEW
AMERICAN WTR WKS CO INC NEW. Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 660 Institutional holders with a total value of $11,472,421,934.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Parkside Financial Bank & Trust 3 0 0.00%
2 CUTLER GROUP LLC / CA 400 0 0.00% Put
3 TREDJE AP-FONDEN 1 0 0.00%
4 EXANE DERIVATIVES 5 389 0.00%
5 Baystate Wealth Management LLC 10 1,000 0.00%
6 WEALTHPLAN PARTNERS, LLC 15 1,174 0.00%
7 FARMERS & MERCHANTS INVESTMENTS INC 20 2,000 0.00%
8 Cordasco Financial Network 20 2,000 0.00%
9 Nelson Capital Management, LLC 26 2,000 0.00%
10 COCONUT GROVE BANK 35 3,000 0.00%
11 Sandy Spring Bank 48 4,000 0.00%
12 YORKBRIDGE WEALTH PARTNERS, LLC 50 4,000 0.00%
13 THOMPSON DAVIS & CO., INC. 75 6,000 0.00%
14 BRONFMAN E.L. ROTHSCHILD, L.P. 77 6,000 0.00%
15 CUTLER GROUP LLC / CA 80 6,000 0.00%
16 ZIONS BANCORPORATION 105 7,000 0.00%
17 BB&T INVESTMENT SERVICES, INC. 100 8,000 0.00%
18 TCI Wealth Advisors, Inc. 108 8,000 0.00%
19 AGF INVESTMENTS INC. 102 8,000 0.00%
20 SPIDERROCK ADVISORS, LLC 2,300 8,000 0.00% Put PRN
21 Perigon Wealth Management, LLC 99 8,000 0.00%
22 ROBLE, BELKO & COMPANY, INC 100 8,000 0.00%
23 TORTOISE CAPITAL ADVISORS, L.L.C. 103 8,000 0.00%
24 Vigilant Capital Management, LLC 112 9,000 0.00%
25 NORWAY SAVINGS BANK 112 9,000 0.00%
26 CLOSE ASSET MANAGEMENT LTD 125 10,000 0.00%
27 CREATIVE FINANCIAL DESIGNS INC /ADV 138 11,000 0.00%
28 WESPAC ADVISORS SOCAL, LLC 150 11,665 0.00%
29 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 150 11,666 0.00%
30 DUNCKER STREETT & CO INC 150 12,000 0.00%
31 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 174 13,000 0.00%
32 CRIBSTONE CAPITAL MANAGEMENT, LLC 161 13,000 0.00%
33 SUTTON WEALTH ADVISORS INC. 172 13,376 0.00%
34 GLOBAL RETIREMENT PARTNERS, LLC 176 14,000 0.00%
35 Barrett Asset Management, LLC 182 14,000 0.00%
36 FIRST COMMAND BANK 185 14,000 0.00%
37 FIRST COMMAND FINANCIAL SERVICES, INC. 185 14,000 0.00%
38 Madden Advisory Services, Inc. 183 14,000 0.00%
39 Cypress Capital Management LLC (WY) 200 15,554 0.00%
40 SONORA INVESTMENT MANAGEMENT, LLC 200 15,554 0.00%
41 ACROSPIRE INVESTMENT MANAGEMENT LLC 200 16,000 0.00%
42 Cable Hill Partners, LLC 211 16,000 0.00%
43 Twin Tree Management, LP 200 16,000 0.00% Call
44 FIELDPOINT PRIVATE SECURITIES, LLC 200 16,000 0.00%
45 ARMBRUSTER CAPITAL MANAGEMENT, INC. 200 16,000 0.00%
46 PACIFIC CENTER FOR FINANCIAL SERVICES 230 18,000 0.00%
47 Tradewinds Capital Management, LLC 232 18,000 0.00%
48 BELLWETHER INVESTMENT GROUP, LLC 245 19,000 0.00%
49 GLEN EAGLE ADVISORS, LLC 250 19,443 0.00%
50 INTEGRATED INVESTMENT CONSULTANTS, LLC 254 20,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.