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FORTIS INC
FORTIS INC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 228 Institutional holders with a total value of $6,032,645,150.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CUTLER GROUP LLC / CA 100 0 0.00% Call
2 QUADRANT CAPITAL GROUP LLC 30 0 0.00%
3 BB&T INVESTMENT SERVICES, INC. 37 1,000 0.00%
4 HOWE & RUSLING INC 22 1,000 0.00%
5 First Personal Financial Services 33 1,000 0.00%
6 ASSETMARK, INC 86 3,000 0.00%
7 BlackRock Finance, Inc. 94 3,000 0.00%
8 Sunbelt Securities, Inc. 120 3,706 0.00%
9 ARCADIA INVESTMENT MANAGEMENT CORP/MI 131 4,000 0.00%
10 CRIBSTONE CAPITAL MANAGEMENT, LLC 142 4,000 0.00%
11 Winslow, Evans & Crocker, Inc. 148 4,578 0.00%
12 CITY HOLDING CO 163 5,000 0.00%
13 IHT WEALTH MANAGEMENT, LLC 179 6,000 0.00%
14 INDEPENDENT ADVISOR ALLIANCE 225 6,975 0.00%
15 NEXT Financial Group, Inc 225 7,000 0.00%
16 ACROSPIRE INVESTMENT MANAGEMENT LLC 232 7,000 0.00%
17 PROFICIO CAPITAL PARTNERS LLC 294 9,000 0.00%
18 Capital Analysts, LLC 385 12,000 0.00%
19 TRUST CO OF VERMONT 400 12,000 0.00%
20 Plante Moran Financial Advisors, LLC 423 13,000 0.00%
21 MUFG Americas Holdings Corp 467 14,000 0.00%
22 ClearBridge Investments Ltd 477 15,000 0.00%
23 SEI INVESTMENTS CO 509 16,000 0.00%
24 GENEOS WEALTH MANAGEMENT INC. 522 16,000 0.00%
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 636 19,000 0.00%
26 GLENMEDE TRUST CO NA 670 20,000 0.00%
27 Chicago Partners Investment Group LLC 683 21,000 0.00%
28 Evercore Wealth Management, LLC 785 24,000 0.00%
29 MU Investments Co., Ltd. 850 26,000 0.00%
30 D.A. DAVIDSON & CO. 907 28,000 0.00%
31 REILLY FINANCIAL ADVISORS, LLC 976 30,000 0.00%
32 COMMONWEALTH BANK OF AUSTRALIA 1,417 44,000 0.00%
33 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,453 45,000 0.00%
34 Hexavest Inc. 1,692 52,000 0.00%
35 GLOBAL RETIREMENT PARTNERS, LLC 1,710 53,000 0.00%
36 NOMURA ASSET MANAGEMENT CO LTD 1,800 55,000 0.00%
37 MSI Financial Services Inc 2,197 68,000 0.00%
38 Amova Asset Management Americas, Inc. 2,300 71,000 0.00%
39 PANAGORA ASSET MANAGEMENT INC 2,469 76,000 0.00%
40 NN INVESTMENT PARTNERS HOLDINGS N.V. 2,535 78,000 0.00%
41 SECURITY NATIONAL TRUST CO 2,579 80,000 0.00%
42 VAN ECK ASSOCIATES CORP 2,908 90,000 0.00%
43 Creative Planning 3,082 95,000 0.00%
44 PNC FINANCIAL SERVICES GROUP, INC. 3,324 103,000 0.00%
45 Ledyard National Bank 4,060 125,000 0.00%
46 MEEDER ASSET MANAGEMENT INC 6,461 200,000 0.00%
47 Sandy Spring Bank 6,626 205,000 0.00%
48 WESPAC ADVISORS SOCAL, LLC 6,666 205,846 0.00%
49 BlackRock Institutional Trust Company, N.A. 6,758 209,000 0.00%
50 Commonwealth Equity Services, Inc 7,018 217,000 0.00%
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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.