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CROWN CASTLE
CROWN CASTLE. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 653 Institutional holders with a total value of $33,853,155,044.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Creative Planning 600 0 0.00% Put
2 DELPHI PRIVATE ADVISORS LLC 15 2,000 0.00%
3 BALENTINE LLC 21 2,000 0.00%
4 Creative Planning 100 2,000 0.00% Call
5 Transamerica Financial Advisors, LLC 15 2,000 0.00%
6 HERNDON CAPITAL MANAGEMENT LLC 31 3,000 0.00%
7 ASSETMARK, INC 25 3,000 0.00%
8 Gemmer Asset Management LLC 33 3,000 0.00%
9 WEALTHPLAN PARTNERS, LLC 62 3,147 0.00%
10 DRIEHAUS CAPITAL MANAGEMENT LLC 4,800 4,000 0.00% Put
11 ARCADIA INVESTMENT MANAGEMENT CORP/MI 42 4,000 0.00% PRN
12 PROFICIO CAPITAL PARTNERS LLC 48 5,000 0.00%
13 ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 46 5,000 0.00%
14 Commonwealth Financial Services, LLC 50 5,000 0.00%
15 TRUST CO OF VERMONT 60 6,000 0.00%
16 MINICHMACGREGOR WEALTH MANAGEMENT, LLC 69 6,000 0.00%
17 Cornerstone Advisors, Inc. 70 7,000 0.00%
18 ASSET PLANNING SERVICES, LTD. 67 7,000 0.00%
19 VERSANT CAPITAL MANAGEMENT, INC 75 7,000 0.00%
20 HEFTY WEALTH PARTNERS 72 7,000 0.00%
21 ARMBRUSTER CAPITAL MANAGEMENT, INC. 80 8,000 0.00%
22 First Personal Financial Services 80 8,000 0.00%
23 Cable Hill Partners, LLC 79 8,000 0.00%
24 Financial Management Professionals, Inc. 90 9,000 0.00%
25 SOLARIS ASSET MANAGEMENT LLC 100 10,000 0.00%
26 North Star Investment Management Corp. 100 10,000 0.00%
27 TCI Wealth Advisors, Inc. 94 10,000 0.00%
28 Vigilant Capital Management, LLC 109 11,000 0.00%
29 ENTERPRISE FINANCIAL SERVICES CORP 107 11,000 0.00%
30 SEVENBRIDGE FINANCIAL GROUP, LLC 118 12,000 0.00%
31 PENSERRA CAPITAL MANAGEMENT LLC 126 13,000 0.00%
32 INTEGRATED WEALTH MANAGEMENT 129 13,000 0.00%
33 CUTLER GROUP LLC / CA 11,400 13,000 0.00% Put
34 Advisory Services Network, LLC 142 14,000 0.00%
35 MV CAPITAL MANAGEMENT, INC. 161 16,000 0.00%
36 AllSquare Wealth Management LLC 170 17,000 0.00%
37 QUADRANT CAPITAL GROUP LLC 234 17,000 0.00%
38 Tarbox Family Office, Inc. 184 19,000 0.00%
39 AGF INVESTMENTS INC. 197 20,000 0.00%
40 LBA Wealth Management, LLC 200 20,000 0.00%
41 WASHINGTON TRUST BANK 200 20,000 0.00%
42 Allworth Financial LP 217 22,000 0.00%
43 SIGNATUREFD, LLC 233 24,000 0.00%
44 Stanford Investment Group, Inc. 248 25,000 0.00%
45 RPG FAMILY WEALTH ADVISORY, LLC 250 25,357 0.00%
46 ALPHA WINDWARD LLC 265 27,000 0.00%
47 ZIONS BANCORPORATION 274 28,000 0.00%
48 CI INVESTMENTS INC. 300 30,000 0.00%
49 ANCHOR INVESTMENT MANAGEMENT, LLC 300 30,429 0.00%
50 CITIZENS FINANCIAL GROUP INC/DE 343 35,000 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.