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PEARSON PLC
PEARSON PLC. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 98 Institutional holders with a total value of $242,110,015.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 IFP ADVISORS, INC 37 0 0.00%
2 Cornerstone Advisors, Inc. 79 1,000 0.00%
3 PEAK6 Group LLC 100 1,000 0.00% Put
4 Burt Wealth Advisors 20 1,000 0.00%
5 Allworth Financial LP 126 2,000 0.00%
6 D. SCOTT NEAL, INC. 144 2,000 0.00%
7 AMERICAN INTERNATIONAL GROUP, INC. 99 2,000 0.00%
8 MSI Financial Services Inc 179 2,000 0.00%
9 BALDWIN WEALTH PARTNERS LLC/MA 135 2,000 0.00%
10 Winfield Associates, Inc. 210 3,000 0.00%
11 GENEOS WEALTH MANAGEMENT INC. 318 3,000 0.00%
12 PROFICIO CAPITAL PARTNERS LLC 265 3,000 0.00%
13 QUADRANT CAPITAL GROUP LLC 440 3,000 0.00%
14 Whitnell & Co. 240 3,000 0.00%
15 D.A. DAVIDSON & CO. 343 4,000 0.00%
16 BRONFMAN E.L. ROTHSCHILD, L.P. 305 4,000 0.00%
17 LADENBURG THALMANN FINANCIAL SERVICES INC. 332 4,000 0.00%
18 LS Investment Advisors, LLC 400 5,000 0.00%
19 ROCKEFELLER FINANCIAL SERVICES INC 453 6,000 0.00%
20 ZIONS BANCORPORATION 752 9,000 0.00%
21 WFG Advisors, LP 787 10,000 0.00%
22 SIGNATUREFD, LLC 900 11,000 0.00%
23 Parkside Financial Bank & Trust 1,000 13,000 0.01%
24 Creative Planning 1,184 15,000 0.01%
25 CITY HOLDING CO 1,180 15,000 0.01%
26 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,310 16,000 0.01%
27 BARCLAYS PLC 1,602 19,000 0.01%
28 GLENMEDE TRUST CO NA 1,775 21,000 0.01%
29 CITIGROUP INC 1,994 25,000 0.01%
30 PNC FINANCIAL SERVICES GROUP, INC. 2,347 29,000 0.01%
31 RUSSELL FRANK CO/ 7,481 94,000 0.04%
32 Checchi Capital Advisers, LLC 7,525 94,000 0.04%
33 CUTLER GROUP LLC / CA 10,034 125,000 0.05%
34 Timber Hill LLC 10,318 129,000 0.05%
35 Raymond James Financial Services Advisors, Inc. 11,235 141,000 0.06%
36 FOX RUN MANAGEMENT, L.L.C. 11,700 147,000 0.06%
37 Lapides Asset Management, LLC 11,800 148,000 0.06%
38 First City Capital Management, Inc. 11,963 150,015 0.06%
39 STEVENS CAPITAL MANAGEMENT LP 12,136 152,000 0.06%
40 PRICE T ROWE ASSOCIATES INC /MD/ 12,440 156,000 0.06%
41 Quantbot Technologies LP 13,537 169,000 0.07%
42 LPL Financial LLC 15,678 190,000 0.08%
43 Calvert Investment Management, Inc. 16,308 205,000 0.08%
44 PEAK6 Group LLC 16,500 207,000 0.09% Call
45 Laird Norton Wetherby Wealth Management, LLC 17,021 213,000 0.09%
46 GUGGENHEIM CAPITAL LLC 17,531 219,000 0.09%
47 Nationwide Fund Advisors 17,536 220,000 0.09%
48 Osborn Williams & Donohoe LLC 19,000 238,000 0.10% SH
49 Bank of New York Mellon Corp 21,080 264,000 0.11%
50 Liberty Mutual Group Asset Management Inc. 21,214 266,000 0.11%
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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.