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

Institutional Holders (2016Q1)
Portfolio Summary: 304 Institutional holders with a total value of $2,280,730,365.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 INTEGRATED WEALTH MANAGEMENT 9 0 0.00%
2 Bartlett & Co. LLC 37 1,000 0.00%
3 JFS WEALTH ADVISORS, LLC 27 1,000 0.00%
4 QS Investors, LLC 16 1,000 0.00%
5 FNY Managed Accounts LLC 10 1,225 0.00% Put
6 People's United Financial, Inc. 100 2,000 0.00%
7 TCI Wealth Advisors, Inc. 88 2,000 0.00%
8 GENEOS WEALTH MANAGEMENT INC. 100 2,000 0.00%
9 Avior Wealth Management, LLC 100 2,000 0.00%
10 JACKSON, GRANT INVESTMENT ADVISERS, INC. 85 2,000 0.00%
11 Spot Trading L.L.C 100 2,000 0.00% Put
12 VALLEY NATIONAL ADVISERS INC 120 3,000 0.00%
13 Sandy Spring Bank 140 3,000 0.00%
14 THOMPSON DAVIS & CO., INC. 150 4,000 0.00%
15 SYNOVUS FINANCIAL CORP 215 5,000 0.00%
16 ENTERPRISE FINANCIAL SERVICES CORP 203 5,000 0.00%
17 Gemmer Asset Management LLC 272 6,000 0.00%
18 Point72 Hong Kong Ltd 300 7,000 0.00%
19 IFP ADVISORS, INC 314 8,000 0.00%
20 DELTA ASSET MANAGEMENT LLC/TN 400 10,000 0.00%
21 Parkside Financial Bank & Trust 390 10,000 0.00%
22 Hartford Financial Management Inc. 500 12,000 0.00%
23 Winslow, Evans & Crocker, Inc. 545 13,560 0.00%
24 GUPTA WEALTH MANAGEMENT LLC 575 14,000 0.00%
25 Burt Wealth Advisors 600 15,000 0.00%
26 HOWE & RUSLING INC 615 15,000 0.00%
27 FT OPTIONS LLC 18,500 16,000 0.00% Call
28 SARGENT BICKHAM LAGUDIS LLC 750 18,000 0.00%
29 SEI INVESTMENTS CO 880 22,000 0.00%
30 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,006 25,000 0.00%
31 WASHINGTON TRUST BANK 1,000 25,000 0.00%
32 QUADRANT CAPITAL GROUP LLC 1,007 25,000 0.00%
33 VICTORY CAPITAL MANAGEMENT INC 1,052 26,000 0.00%
34 FIFTH THIRD BANCORP 1,075 27,000 0.00%
35 BRONFMAN E.L. ROTHSCHILD, L.P. 1,112 28,000 0.00%
36 Barnett & Company, Inc. 1,150 29,000 0.00%
37 Weaver C. Barksdale & Associates, Inc. 1,228 31,000 0.00%
38 Checchi Capital Advisers, LLC 1,361 34,000 0.00%
39 LADENBURG THALMANN FINANCIAL SERVICES INC. 1,538 37,000 0.00%
40 GOLDMAN SACHS GROUP INC 1,600 40,000 0.00% Put
41 CUTLER GROUP LLC / CA 15,600 53,000 0.00% Put
42 BOKF, NA 2,657 67,000 0.00%
43 Advisors Asset Management, Inc. 2,900 72,000 0.00%
44 Carroll Financial Associates, Inc. 3,000 74,000 0.00%
45 OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 3,300 82,000 0.00%
46 Zurcher Kantonalbank (Zurich Cantonalbank) 3,763 94,000 0.00%
47 LS Investment Advisors, LLC 3,905 97,000 0.00%
48 J. Goldman & Co LP 3,900 97,000 0.00%
49 SUTTON WEALTH ADVISORS INC. 3,903 97,107 0.00%
50 BLACKROCK ADVISORS LLC 4,200 104,000 0.00% Call
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.