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BOSTON PRIVATE FINL HOLDING
BOSTON PRIVATE FINL HOLDING. Institutional holdings reported to the SEC.

Institutional Holders (2015Q3)
Portfolio Summary: 158 Institutional holders with a total value of $885,991,912.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 FIFTH THIRD BANCORP 230 3,000 0.00%
2 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 275 3,000 0.00%
3 Independent Portfolio Consultants, Inc. 760 9,000 0.00%
4 BARCLAYS PLC 870 10,000 0.00%
5 LADENBURG THALMANN FINANCIAL SERVICES INC. 927 11,000 0.00%
6 PNC FINANCIAL SERVICES GROUP, INC. 932 11,000 0.00%
7 Zurcher Kantonalbank (Zurich Cantonalbank) 1,049 12,000 0.00%
8 ENVESTNET ASSET MANAGEMENT INC 1,243 15,000 0.00%
9 Creative Planning 1,500 18,000 0.00%
10 BlackRock Finance, Inc. 1,875 22,000 0.00%
11 BESSEMER GROUP INC 2,000 23,000 0.00%
12 First Horizon Advisors, Inc. 2,400 28,000 0.00%
13 LS Investment Advisors, LLC 2,672 31,000 0.00%
14 CAPITAL GUARDIAN TRUST CO 6,000 70,000 0.01%
15 VICTORY CAPITAL MANAGEMENT INC 7,150 84,000 0.01%
16 Tower Research Capital LLC (TRC) 7,710 90,000 0.01%
17 CANADA LIFE ASSURANCE Co 9,347 110,000 0.01%
18 US BANCORP \DE\ 9,814 115,000 0.01%
19 SEI INVESTMENTS CO 9,980 117,000 0.01%
20 Neuberger Berman Group LLC 10,110 118,000 0.01%
21 TEACHER RETIREMENT SYSTEM OF TEXAS 10,198 119,000 0.01%
22 BINGHAM OSBORN & SCARBOROUGH LLC 10,399 122,000 0.01%
23 BANK OF MONTREAL /CAN/ 10,590 124,000 0.01%
24 PineBridge Investments, L.P. 10,666 125,000 0.01%
25 Wilmington Savings Fund Society, FSB 11,291 132,000 0.01%
26 BALDWIN WEALTH PARTNERS LLC/MA 11,760 138,000 0.02%
27 STEVENS CAPITAL MANAGEMENT LP 12,019 141,000 0.02%
28 MASON STREET ADVISORS, LLC 12,313 144,000 0.02%
29 Baystate Wealth Management LLC 13,115 153,000 0.02%
30 PROFUND ADVISORS LLC 13,250 155,000 0.02%
31 OFI Advisors LLC 15,296 179,000 0.02%
32 AMG National Trust Bank 15,683 183,000 0.02%
33 Municipal Employees' Retirement System of Michigan 16,260 190,000 0.02%
34 ProShare Advisors LLC 17,082 200,000 0.02%
35 BNP PARIBAS FINANCIAL MARKETS 17,172 200,912 0.02%
36 Legal & General Group Plc 17,182 201,000 0.02%
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,177 201,000 0.02%
38 SIGNIA CAPITAL MANAGEMENT LLC 17,787 208,000 0.02%
39 JANUS HENDERSON INVESTORS US LLC 20,100 235,000 0.03%
40 BRIDGEWAY CAPITAL MANAGEMENT, LLC 20,950 245,000 0.03%
41 Commonwealth Equity Services, Inc 22,109 259,000 0.03%
42 EATON VANCE MANAGEMENT 22,995 269,000 0.03%
43 ClariVest Asset Management LLC 23,396 274,000 0.03%
44 Ancora Advisors LLC 23,700 277,000 0.03%
45 CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 23,900 280,000 0.03%
46 CIM INVESTMENT MANAGEMENT INC 24,341 285,000 0.03%
47 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 25,306 296,000 0.03%
48 PRICE T ROWE ASSOCIATES INC /MD/ 26,262 307,000 0.03%
49 CAPSTONE ASSET MANAGEMENT CO 31,840 373,000 0.04%
50 PHILADELPHIA TRUST CO 32,085 375,000 0.04%
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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.