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First Republic Bank
First Republic Bank. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 12 Institutional holders with a total value of $61,771,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Geneva Advisors, LLC 442,727 21,862,000 35.39%
2 J.P. Morgan Private Wealth Advisors LLC 395,544 19,532,000 31.62%
3 TOCQUEVILLE ASSET MANAGEMENT L.P. 232,720 11,492,000 18.60%
4 Hugh Johnson Advisors LLC 78,103 3,857,000 6.24%
5 DEARBORN PARTNERS LLC 33,100 1,634,000 2.65%
6 D L CARLSON INVESTMENT GROUP INC 21,535 1,063,000 1.72%
7 Wellington Shields Capital Management, LLC 11,785 582,000 0.94%
8 Veritable, L.P. 11,293 558,000 0.90%
9 CAPITAL MANAGEMENT ASSOCIATES /NY/ 10,000 494,000 0.80%
10 New England Research & Management, Inc. 5,975 295,000 0.48%
11 World Asset Management Inc 5,410 267,000 0.43%
12 ELEFANTE MICHAEL B 2,725 135,000 0.22%

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.