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KANSAS CITY SOUTHERN
KANSAS CITY SOUTHERN. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 563 Institutional holders with a total value of $8,141,342,793.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ZIONS BANCORPORATION 5 0 0.00%
2 EDGE ADVISORS, LLC 3 0 0.00%
3 Edge Wealth Management LLC 2 1,000 0.00%
4 CUTLER GROUP LLC / CA 700 1,000 0.00% Call
5 CENTERSTAR FUND, LLC 2,000 1,000 0.00% Call PRN
6 VERSANT CAPITAL MANAGEMENT, INC 22 1,000 0.00%
7 TRUST CO OF VERMONT 14 1,000 0.00%
8 Tarbox Family Office, Inc. 6 1,000 0.00%
9 ROBLE, BELKO & COMPANY, INC 24 2,000 0.00%
10 Winslow Capital Management, LLC 25 2,000 0.00%
11 Camarda Financial Advisors, LLC 19 2,000 0.00%
12 GLOBAL RETIREMENT PARTNERS, LLC 19 2,000 0.00%
13 PINKERTON WEALTH, LLC 25 2,000 0.00%
14 WEST PACES ADVISORS INC. 29 2,461 0.00%
15 CUTLER GROUP LLC / CA 5,700 3,000 0.00% Put
16 BRONFMAN E.L. ROTHSCHILD, L.P. 41 3,000 0.00%
17 IHT WEALTH MANAGEMENT, LLC 41 3,000 0.00%
18 WESTSIDE INVESTMENT MANAGEMENT, INC. 45 3,665 0.00%
19 TCI Wealth Advisors, Inc. 50 4,000 0.00%
20 SUTTON WEALTH ADVISORS INC. 49 4,158 0.00%
21 EMPIRICAL FINANCE, LLC 49 5,000 0.00%
22 Apriem Advisors 58 5,000 0.00%
23 QUADRANT CAPITAL GROUP LLC 104 5,000 0.00%
24 CWM, LLC 65 6,000 0.00%
25 COCONUT GROVE BANK 65 6,000 0.00%
26 BELLWETHER INVESTMENT GROUP, LLC 75 6,000 0.00%
27 EARNEST PARTNERS LLC 68 6,000 0.00%
28 Ruggie Capital Group 83 7,000 0.00%
29 ASSET PLANNING SERVICES, LTD. 100 8,000 0.00%
30 Sandy Spring Bank 100 8,000 0.00%
31 CITY HOLDING CO 100 8,000 0.00%
32 First Personal Financial Services 89 8,000 0.00%
33 Parkside Financial Bank & Trust 115 9,000 0.00%
34 RAYMOND JAMES & ASSOCIATES 10,200 9,000 0.00% Call
35 PROFICIO CAPITAL PARTNERS LLC 108 9,000 0.00%
36 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 121 10,000 0.00%
37 BB&T INVESTMENT SERVICES, INC. 131 11,000 0.00%
38 Johnson Financial Group, Inc. 125 11,000 0.00%
39 Plante Moran Financial Advisors, LLC 124 11,000 0.00%
40 MEEDER ASSET MANAGEMENT INC 148 13,000 0.00%
41 ENTERPRISE FINANCIAL SERVICES CORP 150 13,000 0.00%
42 First Horizon Advisors, Inc. 150 14,000 0.00%
43 HALL LAURIE J TRUSTEE 180 15,000 0.00%
44 Lenox Wealth Management, Inc. 175 15,000 0.00%
45 IFP ADVISORS, INC 204 17,000 0.00%
46 Gemmer Asset Management LLC 197 17,000 0.00%
47 AlphaMark Advisors, LLC 200 17,000 0.00%
48 FIRST INTERSTATE BANK 200 17,000 0.00%
49 ClearBridge Investments Ltd 205 18,000 0.00%
50 North Star Investment Management Corp. 225 19,000 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.