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

Institutional Holders (2017Q1)
Portfolio Summary: 601 Institutional holders with a total value of $10,335,730,276.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TCI Wealth Advisors, Inc. 22 0 0.00%
2 CUTLER GROUP LLC / CA 300 0 0.00% Put
3 Capital Advisors, Ltd. LLC 15 0 0.00%
4 CUTLER GROUP LLC / CA 1,000 0 0.00% Call
5 Glassman Wealth Services 6 0 0.00%
6 PROFICIO CAPITAL PARTNERS LLC 13 0 0.00%
7 OMNIA FAMILY WEALTH, LLC 57 1,000 0.00%
8 PATHSTONE FAMILY OFFICE, LLC 48 1,000 0.00%
9 BB&T INVESTMENT SERVICES, INC. 26 1,000 0.00%
10 KERNODLE & KATON ASSET MANAGEMENT GROUP, LLC 29 1,000 0.00%
11 ASSETMARK, INC 28 1,000 0.00%
12 ARCADIA INVESTMENT MANAGEMENT CORP/MI 72 1,000 0.00%
13 Baystate Wealth Management LLC 10 1,000 0.00%
14 ZIONS BANCORPORATION 43 1,000 0.00%
15 WEST PACES ADVISORS INC. 60 1,221 0.00%
16 BNP PARIBAS FINANCIAL MARKETS 144 1,440 0.00% Call
17 SUTTON WEALTH ADVISORS INC. 97 1,974 0.00%
18 VERSANT CAPITAL MANAGEMENT, INC 145 2,000 0.00%
19 NEW YORK LIFE TRUST CO 108 2,000 0.00%
20 Parkside Financial Bank & Trust 78 2,000 0.00%
21 Tortoise Investment Management, LLC 100 2,000 0.00%
22 Tarbox Family Office, Inc. 100 2,000 0.00%
23 Winslow, Evans & Crocker, Inc. 100 2,036 0.00%
24 WEALTHPLAN PARTNERS, LLC 150 2,949 0.00%
25 First Personal Financial Services 153 3,000 0.00%
26 HOWE & RUSLING INC 165 3,000 0.00%
27 QCI ASSET MANAGEMENT INC/NY 150 3,000 0.00%
28 WEBSTER BANK, N. A. 200 4,000 0.00%
29 YORKBRIDGE WEALTH PARTNERS, LLC 184 4,000 0.00%
30 Bollard Group LLC 250 5,000 0.00%
31 FARMERS & MERCHANTS INVESTMENTS INC 226 5,000 0.00%
32 COCONUT GROVE BANK 255 5,000 0.00%
33 BENJAMIN F. EDWARDS & COMPANY, INC. 250 5,000 0.00%
34 Cornerstone Advisors, Inc. 260 5,000 0.00%
35 CITY HOLDING CO 335 6,000 0.00%
36 ANCHOR INVESTMENT MANAGEMENT, LLC 300 6,105 0.00%
37 North Star Investment Management Corp. 400 8,000 0.00%
38 Avior Wealth Management, LLC 400 8,000 0.00%
39 LOOMIS SAYLES & CO L P 444 9,000 0.00%
40 MONETARY MANAGEMENT GROUP INC 500 10,000 0.00%
41 CAPITAL GUARDIAN TRUST CO 471 10,000 0.00%
42 Nelson Capital Management, LLC 550 11,000 0.00%
43 FOUNDERS CAPITAL MANAGEMENT 537 11,000 0.00%
44 AUA CAPITAL MANAGEMENT, LLC 551 11,000 0.00%
45 Allworth Financial LP 539 11,000 0.00%
46 Gemmer Asset Management LLC 536 11,000 0.00%
47 REILLY FINANCIAL ADVISORS, LLC 634 13,000 0.00%
48 ENTERPRISE FINANCIAL SERVICES CORP 646 13,000 0.00%
49 NEXT Financial Group, Inc 700 14,000 0.00%
50 Johnson Financial Group, Inc. 715 15,000 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.