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UBS AG JERSEY BRH
UBS AG JERSEY BRH. Institutional holdings reported to the SEC.

Institutional Holders (2014Q4)
Portfolio Summary: 100 Institutional holders with a total value of $1,826,573,340.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 Cetera Advisors LLC 15,517 623,000 0.03%
52 SIGNET FINANCIAL MANAGEMENT, LLC 14,527 590,000 0.03%
53 Veritable, L.P. 14,402 585,000 0.03%
54 US BANCORP \DE\ 13,006 528,000 0.03%
55 Winslow, Evans & Crocker, Inc. 11,866 481,720 0.03%
56 PINNACLE FINANCIAL PARTNERS INC 9,337 379,000 0.02%
57 GLENMEDE TRUST CO NA 9,072 368,000 0.02%
58 LADENBURG THALMANN FINANCIAL SERVICES INC. 8,910 362,000 0.02%
59 Sigma Planning Corp 8,808 358,000 0.02%
60 RAYMOND JAMES TRUST N.A. 8,762 356,000 0.02%
61 WHITTIER TRUST CO OF NEVADA INC 8,150 331,000 0.02%
62 Haverford Trust Co 7,193 292,000 0.02%
63 CAZ INVESTMENTS LP 7,164 291,000 0.02%
64 SouthState Bank Corp 7,000 284,000 0.02%
65 REGIONS FINANCIAL CORP 6,673 271,000 0.01%
66 AMERICAN INTERNATIONAL GROUP, INC. 6,526 264,956 0.01%
67 MATHER GROUP, LLC. 6,476 263,000 0.01%
68 Prospera Financial Services Inc 6,152 250,000 0.01%
69 Bank of New York Mellon Corp 5,700 231,000 0.01%
70 JOHNSON INVESTMENT COUNSEL INC 5,450 221,000 0.01%
71 Robert W. Baird & Co. Inc 5,296 215,000 0.01%
72 NEW ENGLAND SECURITIES CORP /MA/ 5,068 206,000 0.01%
73 MOTCO 5,008 203,000 0.01%
74 FARMERS & MERCHANTS INVESTMENTS INC 3,400 138,000 0.01%
75 Alexandria Capital, LLC 2,587 105,000 0.01%
76 US FINANCIAL ADVISORS, LLC 2,450 99,000 0.01%
77 MORGAN STANLEY 2,322 94,000 0.01%
78 Vantage Investment Advisors, LLC 2,230 91,000 0.00%
79 Gradient Investments LLC 2,007 81,000 0.00%
80 Creative Planning 2,000 81,000 0.00%
81 BROWN BROTHERS HARRIMAN & CO 2,000 81,000 0.00%
82 MSI Financial Services Inc 1,612 65,000 0.00%
83 Plante Moran Financial Advisors, LLC 1,577 64,000 0.00%
84 Capital Directions Investment Advisors, LLC 1,500 60,000 0.00%
85 Leisure Capital Management 1,388 56,000 0.00%
86 BOSTON PRIVATE BANK & TRUST CO 1,350 55,000 0.00%
87 Karp Capital Management Corp 925 38,000 0.00%
88 Stratos Wealth Partners, LTD. 892 36,215 0.00%
89 Bartlett & Co. LLC 850 35,000 0.00%
90 AMERICAN NATIONAL BANK & TRUST 775 31,000 0.00%
91 BANK OF MONTREAL /CAN/ 710 29,000 0.00%
92 WFG Advisors, LP 602 24,000 0.00%
93 D.A. DAVIDSON & CO. 451 18,000 0.00%
94 Horrell Capital Management, Inc. 290 12,000 0.00%
95 UBS Group AG 175 7,000 0.00%
96 American Research & Management Co. 175 7,000 0.00%
97 Madden Advisory Services, Inc. 179 7,000 0.00%
98 Sandy Spring Bank 155 6,000 0.00%
99 CITIGROUP INC 128 5,000 0.00%
100 Parallax Volatility Advisers, L.P. 1 0 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.