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BT GROUP PLC ADR
BT GROUP PLC ADR. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 162 Institutional holders with a total value of $567,977,531.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 MARINER WEALTH ADVISORS-NYC, LLC 22 1,000 0.00%
2 First Personal Financial Services 14 1,000 0.00%
3 BlackRock Investment Management, LLC 24 2,000 0.00%
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36 2,000 0.00%
5 GUPTA WEALTH MANAGEMENT LLC 36 2,000 0.00%
6 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 29 2,000 0.00%
7 B. Riley Wealth Management, Inc. 44 2,000 0.00%
8 Lenox Wealth Advisors, LLC 42 3,000 0.00%
9 Advisory Services Network, LLC 49 3,000 0.00%
10 CKW FINANCIAL GROUP 51 3,000 0.00%
11 SIGNATUREFD, LLC 54 4,000 0.00%
12 FineMark National Bank & Trust 57 4,000 0.00%
13 Cable Hill Partners, LLC 75 5,000 0.00%
14 WEALTHCARE CAPITAL MANAGEMENT LLC 98 6,000 0.00%
15 KANALY TRUST CO 99 6,000 0.00%
16 TOMPKINS FINANCIAL CORP 103 7,000 0.00%
17 Winslow, Evans & Crocker, Inc. 200 13,034 0.00%
18 PALLADIEM, LLC 258 17,000 0.00%
19 TRUST CO OF VERMONT 260 17,000 0.00%
20 SCHRODER INVESTMENT MANAGEMENT GROUP 286 19,000 0.00%
21 DUBUQUE BANK & TRUST CO 294 19,000 0.00%
22 MOTCO 300 20,000 0.00%
23 MSI Financial Services Inc 339 22,000 0.00%
24 Clean Yield Group 380 25,000 0.00%
25 LS Investment Advisors, LLC 380 25,000 0.00%
26 Evercore Wealth Management, LLC 395 26,000 0.00%
27 Joel Isaacson & Co., LLC 450 29,000 0.01%
28 WESTPORT RESOURCES MANAGEMENT INC 500 33,000 0.01%
29 Advisors Asset Management, Inc. 606 39,000 0.01%
30 LADENBURG THALMANN FINANCIAL SERVICES INC. 617 40,000 0.01%
31 PNC FINANCIAL SERVICES GROUP, INC. 733 48,000 0.01%
32 ZIONS BANCORPORATION 741 48,000 0.01%
33 Creative Planning 1,062 69,000 0.01%
34 Bartlett & Co. LLC 1,075 70,000 0.01%
35 BALDWIN WEALTH PARTNERS LLC/MA 1,188 77,000 0.01%
36 Hillsdale Investment Management Inc. 1,200 78,000 0.01%
37 AMERICAN INTERNATIONAL GROUP, INC. 1,228 80,029 0.01%
38 Forester Capital Management, LTD 1,400 91,000 0.02%
39 CENTRAL TRUST Co 1,663 108,000 0.02%
40 Smithfield Trust Co 1,787 116,000 0.02%
41 OFI Advisors LLC 1,819 119,000 0.02%
42 BANK OF MONTREAL /CAN/ 1,879 123,000 0.02%
43 WEALTHPLAN PARTNERS, LLC 2,196 141,000 0.02%
44 BARCLAYS PLC 2,250 147,000 0.03%
45 NEXT Financial Group, Inc 2,375 154,000 0.03%
46 Quantbot Technologies LP 2,977 194,000 0.03%
47 BOKF, NA 3,125 204,000 0.04%
48 STIFEL FINANCIAL CORP 3,255 212,000 0.04%
49 First Allied Advisory Services, Inc. 3,245 212,000 0.04%
50 BANCORPSOUTH INC 3,286 214,000 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.