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Ameriprise Financial
Ameriprise Financial. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 19 Institutional holders with a total value of $25,111,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 SVB WEALTH LLC 62,355 5,862,000 23.34%
2 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 36,887 3,468,000 13.81%
3 J.P. Morgan Private Wealth Advisors LLC 29,792 2,802,000 11.16%
4 Hugh Johnson Advisors LLC 24,131 2,269,000 9.04%
5 Ascent Wealth Partners, LLC 20,005 1,881,000 7.49%
6 World Asset Management Inc 16,899 1,589,000 6.33%
7 KEELEY ASSET MANAGEMENT CORP 15,284 1,437,000 5.72%
8 AVIANCE CAPITAL MANAGEMENT, LLC 13,458 1,265,000 5.04%
9 TEALWOOD ASSET MANAGEMENT INC 12,805 1,204,000 4.79%
10 Regent Investment Management LLC 6,563 617,000 2.46%
11 Veritable, L.P. 5,440 511,000 2.03%
12 Oxbow Advisors, LLC 4,495 423,000 1.68%
13 Laird Norton Wetherby Wealth Management, LLC 3,237 304,000 1.21%
14 Savant Capital, LLC 3,097 291,000 1.16%
15 SHELTON CAPITAL MANAGEMENT 2,909 273,000 1.09%
16 CrestPoint Capital Management, LLC 2,700 254,000 1.01%
17 AUXIER ASSET MANAGEMENT LLC 2,498 235,000 0.94%
18 FORT PITT CAPITAL GROUP, LLC 2,396 225,000 0.90%
19 BALASA DINVERNO & FOLTZ LLC 2,135 201,000 0.80%

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.