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BOSTON PRIVATE FINANCIAL HLDGS INC (FORM BOSTON PRIVATE BANCORP INC)
BOSTON PRIVATE FINANCIAL HLDGS INC (FORM BOSTON PRIVATE BANCORP INC). Institutional holdings reported to the SEC.

Institutional Holders (2016Q3)
Portfolio Summary: 154 Institutional holders with a total value of $975,335,790.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 KANALY TRUST CO 19 0 0.00%
2 WOODMONT INVESTMENT COUNSEL LLC 22 0 0.00%
3 Cable Hill Partners, LLC 33 0 0.00%
4 TCI Wealth Advisors, Inc. 68 1,000 0.00%
5 QUADRANT CAPITAL GROUP LLC 137 1,000 0.00%
6 HOWE & RUSLING INC 210 3,000 0.00%
7 CITIZENS FINANCIAL GROUP INC/DE 211 3,000 0.00%
8 MSI Financial Services Inc 664 9,000 0.00%
9 Independent Portfolio Consultants, Inc. 840 11,000 0.00%
10 LADENBURG THALMANN FINANCIAL SERVICES INC. 795 11,000 0.00%
11 BARCLAYS PLC 1,801 23,000 0.00%
12 BESSEMER GROUP INC 2,000 26,000 0.00%
13 Zurcher Kantonalbank (Zurich Cantonalbank) 2,422 31,000 0.00%
14 LS Investment Advisors, LLC 2,942 38,000 0.00%
15 VERSANT CAPITAL MANAGEMENT, INC 3,335 42,000 0.00%
16 RIVERHEAD CAPITAL MANAGEMENT LLC 3,800 49,000 0.01%
17 US BANCORP \DE\ 4,449 57,000 0.01%
18 FEDERATED HERMES, INC. 4,463 57,000 0.01%
19 CAPITAL GUARDIAN TRUST CO 6,000 77,000 0.01%
20 State of Alaska, Department of Revenue 6,550 84,000 0.01%
21 UBS Group AG 6,509 84,000 0.01%
22 ENVESTNET ASSET MANAGEMENT INC 7,287 93,000 0.01%
23 Neuberger Berman Group LLC 10,000 128,000 0.01%
24 BINGHAM OSBORN & SCARBOROUGH LLC 10,045 129,000 0.01%
25 ProShare Advisors LLC 10,705 137,000 0.01%
26 PineBridge Investments, L.P. 10,607 137,000 0.01%
27 Wilmington Savings Fund Society, FSB 11,291 145,000 0.01%
28 Commonwealth Equity Services, Inc 11,499 148,000 0.02%
29 BNP PARIBAS FINANCIAL MARKETS 12,649 162,287 0.02%
30 GABELLI & Co INVESTMENT ADVISERS, INC. 13,000 167,000 0.02%
31 OppenheimerFunds, Inc. 13,242 170,000 0.02%
32 ClariVest Asset Management LLC 16,272 209,000 0.02%
33 AMG National Trust Bank 16,660 214,000 0.02%
34 MASON STREET ADVISORS, LLC 17,174 220,000 0.02%
35 PROFUND ADVISORS LLC 17,114 220,000 0.02%
36 Municipal Employees' Retirement System of Michigan 18,540 238,000 0.02%
37 TFS CAPITAL LLC 18,760 241,000 0.02%
38 BRIDGEWAY CAPITAL MANAGEMENT, LLC 20,000 257,000 0.03%
39 Princeton Alpha Management LP 20,131 258,000 0.03%
40 ELCO MANAGEMENT CO., LLC 21,035 270,000 0.03%
41 EMERALD ACQUISITION LTD. 21,079 271,000 0.03%
42 SUNTRUST BANKS INC 22,380 286,000 0.03%
43 BlackRock Finance, Inc. 22,470 289,000 0.03%
44 CROSSMARK GLOBAL HOLDINGS, INC. 17,720 293,000 0.03%
45 Ancora Advisors LLC 23,700 304,000 0.03%
46 CAPSTONE ASSET MANAGEMENT CO 24,770 318,000 0.03%
47 JANUS HENDERSON INVESTORS US LLC 25,100 322,000 0.03%
48 PHILADELPHIA TRUST CO 25,135 322,000 0.03%
49 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 25,306 325,000 0.03%
50 SEI INVESTMENTS CO 26,775 344,000 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.