Dark
Light
System
Security
TEREX CORP NEW
TEREX CORP NEW. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 339 Institutional holders with a total value of $2,744,526,783.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 First Personal Financial Services 16 0 0.00%
2 WOLVERINE ASSET MANAGEMENT LLC 8 0 0.00% Call
3 First Horizon Advisors, Inc. 11 0 0.00%
4 WEALTHFRONT CORP 2 0 0.00%
5 Bartlett & Co. LLC 37 1,000 0.00%
6 Advisory Services Network, LLC 51 1,000 0.00%
7 THOMPSON SIEGEL & WALMSLEY LLC 50 1,000 0.00%
8 CKW FINANCIAL GROUP 73 2,000 0.00%
9 HUNTINGTON NATIONAL BANK 57 2,000 0.00%
10 KANALY TRUST CO 83 2,000 0.00%
11 SCHRODER INVESTMENT MANAGEMENT GROUP 71 2,000 0.00%
12 WOLVERINE ASSET MANAGEMENT LLC 519 2,000 0.00% Put
13 CAPITAL GUARDIAN TRUST CO 145 3,000 0.00%
14 People's United Financial, Inc. 100 3,000 0.00%
15 FIRST MANHATTAN CO. LLC. 112 3,000 0.00%
16 Tower Research Capital LLC (TRC) 97 3,000 0.00%
17 Avior Wealth Management, LLC 100 3,000 0.00%
18 NEW ENGLAND SECURITIES CORP /MA/ 100 3,000 0.00%
19 TCI Wealth Advisors, Inc. 140 4,000 0.00%
20 Sandy Spring Bank 200 6,000 0.00%
21 Gemmer Asset Management LLC 280 8,000 0.00%
22 Tortoise Investment Management, LLC 300 8,000 0.00%
23 BOSTON PRIVATE BANK & TRUST CO 295 8,000 0.00%
24 Alexandria Capital, LLC 320 9,000 0.00%
25 Glassman Wealth Services 353 10,000 0.00%
26 ENVESTNET ASSET MANAGEMENT INC 386 11,000 0.00%
27 DELTA ASSET MANAGEMENT LLC/TN 400 11,000 0.00%
28 HOWE & RUSLING INC 566 16,000 0.00%
29 WHITTIER TRUST CO OF NEVADA INC 600 17,000 0.00%
30 BENJAMIN F. EDWARDS & COMPANY, INC. 600 17,000 0.00%
31 SIMPLEX TRADING, LLC 696 19,000 0.00%
32 Winfield Associates, Inc. 700 20,000 0.00%
33 QCI ASSET MANAGEMENT INC/NY 800 22,000 0.00%
34 Winslow, Evans & Crocker, Inc. 954 26,570 0.00%
35 DEUTSCHE BANK AG\ 1,000 27,000 0.00% Put
36 BANK OF AMERICA CORP /DE/ 1,000 28,000 0.00% Call
37 GLENMEDE TRUST CO NA 1,060 29,000 0.00%
38 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,166 32,000 0.00%
39 Weaver C. Barksdale & Associates, Inc. 1,154 32,000 0.00%
40 FIFTH THIRD BANCORP 1,255 35,000 0.00%
41 Stratos Wealth Partners, LTD. 1,302 36,300 0.00%
42 B. Riley Wealth Management, Inc. 1,540 42,000 0.00%
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,531 43,000 0.00%
44 SYNOVUS FINANCIAL CORP 1,715 48,000 0.00%
45 B. Riley Wealth Advisors, Inc. 1,780 50,000 0.00%
46 Saiers Capital, LLC 25,000 54,000 0.00% Put
47 NATIONAL PLANNING CORP 2,609 66,503 0.00%
48 VIRTUS CAPITAL ADVISERS, LLC 2,413 67,000 0.00%
49 DekaBank Deutsche Girozentrale 2,500 72,000 0.00%
50 D.A. DAVIDSON & CO. 2,675 74,000 0.00%
Page 1 of 7

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.