Dark
Light
System
Security
AQUA AMERICA INC
AQUA AMERICA INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 396 Institutional holders with a total value of $2,721,671,434.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 PROFICIO CAPITAL PARTNERS LLC 15 0 0.00%
2 DELPHI PRIVATE ADVISORS LLC 9 0 0.00%
3 Winfield Associates, Inc. 30 1,000 0.00%
4 CUTLER GROUP LLC / CA 300 1,000 0.00% Put
5 TORTOISE CAPITAL ADVISORS, L.L.C. 23 1,000 0.00%
6 ACADIAN ASSET MANAGEMENT LLC 44 1,000 0.00%
7 CUTLER GROUP LLC / CA 1,500 1,000 0.00% Call
8 TCI Wealth Advisors, Inc. 71 2,000 0.00%
9 Franklin, Parlapiano, Turner & Welch, LLC 54 2,000 0.00%
10 New Harbor Financial Group, LLC 91 2,000 0.00%
11 Tarbox Family Office, Inc. 59 2,000 0.00%
12 Donald L. Hagan, LLC 100 3,000 0.00%
13 Corbenic Partners LLC 125 4,000 0.00%
14 Weaver C. Barksdale & Associates, Inc. 114 4,000 0.00%
15 FIRST NEW YORK SECURITIES LLC /NY 126 4,009 0.00%
16 SYNOVUS FINANCIAL CORP 152 5,000 0.00%
17 VALLEY NATIONAL ADVISERS INC 166 5,000 0.00%
18 QUADRANT CAPITAL GROUP LLC 168 5,000 0.00%
19 MV CAPITAL MANAGEMENT, INC. 146 5,000 0.00%
20 Community Bank, N.A. 200 6,000 0.00%
21 SECURITY NATIONAL TRUST CO 187 6,000 0.00%
22 PENSERRA CAPITAL MANAGEMENT LLC 199 6,000 0.00%
23 GIERL AUGUSTINE INVESTMENT MANAGEMENT INC 235 7,000 0.00%
24 Cornerstone Advisors, Inc. 241 8,000 0.00%
25 Mercer Capital Advisers, Inc. 250 8,000 0.00%
26 BRONFMAN E.L. ROTHSCHILD, L.P. 289 9,000 0.00%
27 Advisory Services Network, LLC 269 9,000 0.00%
28 INTEGRATED INVESTMENT CONSULTANTS, LLC 323 10,000 0.00%
29 Gemmer Asset Management LLC 319 10,000 0.00%
30 MUFG Americas Holdings Corp 350 11,000 0.00%
31 Alexandria Capital, LLC 356 11,000 0.00%
32 Stanford Investment Group, Inc. 375 12,000 0.00%
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 368 12,000 0.00%
34 CUTLER GROUP LLC / CA 391 12,000 0.00%
35 Bartlett & Co. LLC 437 14,000 0.00%
36 Highlander Capital Management, LLC 500 16,000 0.00%
37 Energy Income Partners, LLC 520 17,000 0.00%
38 VERSANT CAPITAL MANAGEMENT, INC 592 18,000 0.00%
39 Oakworth Capital, Inc. 625 20,000 0.00%
40 FIRST PREMIER BANK 650 21,000 0.00%
41 MCF Advisors LLC 750 24,000 0.00%
42 BARCLAYS PLC 800 25,000 0.00% Call
43 REILLY FINANCIAL ADVISORS, LLC 860 27,000 0.00%
44 ETF MANAGERS GROUP, LLC 876 28,000 0.00%
45 DUNCKER STREETT & CO INC 937 30,000 0.00%
46 Lenox Wealth Advisors, LLC 979 31,000 0.00%
47 Patten Group, Inc. 1,000 31,820 0.00%
48 Checchi Capital Advisers, LLC 1,079 34,000 0.00%
49 JFS WEALTH ADVISORS, LLC 1,092 35,000 0.00%
50 CENTRAL TRUST Co 1,137 36,000 0.00%
Page 1 of 8

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.