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WESTERN UN CO
WESTERN UN CO. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 605 Institutional holders with a total value of $11,675,868,922.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Capital Advisors, Ltd. LLC 15 0 0.00%
2 Tradewinds Capital Management, LLC 1 0 0.00%
3 Oakworth Capital, Inc. 20 0 0.00%
4 Tarbox Family Office, Inc. 50 1,000 0.00%
5 HAP Trading, LLC 11,700 1,000 0.00% Put
6 TCI Wealth Advisors, Inc. 46 1,000 0.00%
7 Spot Trading L.L.C 56 1,000 0.00%
8 Commonwealth Financial Services, LLC 25 1,000 0.00%
9 GUPTA WEALTH MANAGEMENT LLC 117 2,000 0.00%
10 Winslow, Evans & Crocker, Inc. 146 3,040 0.00%
11 Cornerstone Advisors, Inc. 194 4,000 0.00%
12 D'Orazio & Associates, Inc. 200 4,000 0.00%
13 WOLVERINE ASSET MANAGEMENT LLC 276 4,000 0.00% Put
14 INTEGRATED WEALTH MANAGEMENT 255 5,000 0.00%
15 Ledyard National Bank 257 5,000 0.00%
16 Aris Wealth Services, Inc. 220 5,000 0.00%
17 Genesis Wealth Advisors, LLC 250 5,140 0.00%
18 Johnson Financial Group, Inc. 292 6,000 0.00%
19 SECURITY NATIONAL TRUST CO 300 6,000 0.00%
20 Carroll Financial Associates, Inc. 300 6,000 0.00%
21 Cable Hill Partners, LLC 270 6,000 0.00%
22 MV CAPITAL MANAGEMENT, INC. 317 7,000 0.00%
23 MARINER WEALTH ADVISORS-NYC, LLC 378 8,000 0.00%
24 WEALTHPLAN PARTNERS, LLC 373 8,000 0.00%
25 BENJAMIN F. EDWARDS & COMPANY, INC. 450 9,000 0.00%
26 Gemmer Asset Management LLC 460 10,000 0.00%
27 MONETARY MANAGEMENT GROUP INC 500 10,000 0.00%
28 Estabrook Capital Management 500 10,405 0.00%
29 Nelson Capital Management, LLC 550 11,000 0.00%
30 Allworth Financial LP 539 11,000 0.00%
31 ZIONS BANCORPORATION 523 11,000 0.00%
32 ENTERPRISE FINANCIAL SERVICES CORP 555 12,000 0.00%
33 FIRST FINANCIAL CORP /IN/ 643 13,000 0.00%
34 Gradient Investments LLC 635 13,000 0.00%
35 CAPITAL GUARDIAN TRUST CO 633 13,000 0.00%
36 WFG Advisors, LP 718 15,000 0.00%
37 Plante Moran Financial Advisors, LLC 713 15,000 0.00%
38 Whitnell & Co. 700 15,000 0.00%
39 Bollard Group LLC 764 16,000 0.00%
40 Advisory Services Network, LLC 894 18,000 0.00%
41 WASHINGTON TRUST BANK 955 20,000 0.00%
42 WESTPORT RESOURCES MANAGEMENT INC 1,000 21,000 0.00%
43 DELTA ASSET MANAGEMENT LLC/TN 1,000 21,000 0.00%
44 Financial Architects, Inc 1,101 23,000 0.00%
45 Mitsubishi UFJ Securities Holdings Co., Ltd. 1,410 29,000 0.00%
46 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,451 30,000 0.00%
47 HOWE & RUSLING INC 1,490 31,000 0.00%
48 Simplicity Solutions, LLC 1,604 33,379 0.00%
49 Index Management Solutions, LLC 1,785 37,000 0.00%
50 MSI Financial Services Inc 1,780 37,000 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.